Stockman-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "FIBK", null, null, null, null, null, null, null, null, null, "ABT", "ABBV", "GOOGL", "AXP", "SCHH", "ASML", "T", "AM", "CAT", "AVGO", "LOW", "USA", "KRP", "DUK", "EOI", "UMH", "USAC", "ATLO", "BSTZ", "HON", "HD", "AZN", "MCD", "UNP", "GBCI", "QCOM", "EMXC", "LEN", "ITW", "EMR", "BKNG", null, null, "IVW", "IJH", null, "EXG", "MMC", "MDT", "MSFT", "GE", "IJR", "IWD", "ORCL", "OKE", "EOS", "PAYX", null, "IWF", "PEP", "PGR", "IVV", "AAPL", "SPY", null, "NVDA", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", "PKG", "SCHX", null, null, null, "SHW", "SLB", "RTX", null, null, "RITM", "IBM", "SYK", "SBUX", "TXN", "TRV", "UPS", "BIV", "VNQ", "VO", "SCHW", null, "VWO", "VIG", "XLB", null, "TSM", "GSK", null, null, "APH", "F", "WM", "CGEN", "EBMT", "IDCC", null, "AMZN", "SCHB", null, "IVE", "USB", "VUG", null, "VXUS", "BSV", "VB", "VOO", "VTV", "V", "WMT", "WFC", "WMB", "SCHD", "ET", "SCHF", "SCHA", "THW", "PSX", "SYY", "MCK", null, "ADP", "BAC", "BK", "BRK-B", "BDX", "BCX", "BMY", "BTI", "CVX", "CSCO", "KO", "COLB", "COP", "COST", "CRH", "DHR", "EFA", "NEE", "IWM", "EPD", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "AWK", "MO", "XLK", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 166
- Total Value
- 675363251
- Accession Number
- 0001389400-25-000005
- Form Type
- 13F-HR
- Manager Name
- Stockman-Wealth-Management
Data Enrichment
84% identified139 identified27 unidentified
Holdings
166 positions • $675.4M total value
Manager:
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Page 9 of 9
Shares:—
Value:$193.1K
% of Portfolio:0.0% ($193.1K/$675.4M)
464288224
Shares:—
Value:$128.9K
% of Portfolio:0.0% ($128.9K/$675.4M)
Shares:—
Value:$126.8K
% of Portfolio:0.0% ($126.8K/$675.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
— | All Managers (Combined) | $201.0K | 0.0% ($201.0K/$675.4M) | |||
— | All Managers (Combined) | $193.1K | 0.0% ($193.1K/$675.4M) | |||
— | QoQ NEW YoY NEW | All Managers (Combined) | $187.9K | 0.0% ($187.9K/$675.4M) | QoQ NEW(+$187.9K) YoY NEW(+$187.9K) | |
(cusip464288224)✕ | — | All Managers (Combined) | $128.9K | 0.0% ($128.9K/$675.4M) | ||
— | All Managers (Combined) | $126.8K | 0.0% ($126.8K/$675.4M) | |||
COMPUGEN LTD(CGENcusipM25722105) | — | All Managers (Combined) | $23.4K | 0.0% ($23.4K/$675.4M) |