Stockman Wealth Management, Inc. Diversified Active

CIK: 0001389400 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 11, 2016

Total Value ($000): $123,577 (100.0% shares, 0.0% debt)

Holdings (80)

PG Procter & Gamble Co 3.9%
Value ($000) $4,844 Shares 61,005 Est. Cost $63.11 Unrealized -8.2%
JNJ Johnson & Johnson 3.6%
Value ($000) $4,457 Shares 43,390 Est. Cost $76.79 Unrealized -1.1%
MSFT Microsoft Corp 3.6%
Value ($000) $4,428 Shares 79,808 Est. Cost $39.77 Unrealized +15.5%
General Electric Company 3.5%
Value ($000) $4,365 Shares 140,114 Est. Cost $25.26 Unrealized
XOM Exxon Mobil Corporation 3.5%
Value ($000) $4,308 Shares 55,267 Est. Cost $56.51 Unrealized -9.1%
INTC Intel Corp 3.3%
Value ($000) $4,103 Shares 119,102 Est. Cost $26.40 Unrealized +0.9%
MMM 3M Co 3.3%
Value ($000) $4,093 Shares 27,169 Est. Cost $89.63 Unrealized +2.8%
Nuveen Mun Value Fd Inc 3.0%
Value ($000) $3,731 Shares 366,500 Est. Cost $9.65 Unrealized
MDU M D U Resources Group 2.7%
Value ($000) $3,374 Shares 184,168 Est. Cost $6.21 Unrealized -17.9%
PFE Pfizer Incorporated 2.6%
Value ($000) $3,255 Shares 100,834 Est. Cost $18.05 Unrealized +12.9%
CSCO Cisco Systems Inc 2.6%
Value ($000) $3,172 Shares 116,805 Est. Cost $18.38 Unrealized +9.7%
CVX Chevron Corporation New 2.3%
Value ($000) $2,886 Shares 32,084 Est. Cost $65.61 Unrealized -10.9%
HD Home Depot Inc 2.3%
Value ($000) $2,842 Shares 21,490 Est. Cost $74.81 Unrealized +33.7%
TGT Target Corporation 2.3%
Value ($000) $2,803 Shares 38,597 Est. Cost $49.45 Unrealized +11.7%
T A T & T Corp 2.1%
Value ($000) $2,632 Shares 76,488 Est. Cost $11.88 Unrealized +4.6%
SYY Sysco Corporation 1.9%
Value ($000) $2,312 Shares 56,391 Est. Cost $28.79 Unrealized +9.3%
United Technologies Corp 1.8%
Value ($000) $2,264 Shares 23,567 Est. Cost $107.85 Unrealized
LLY Lilly Eli & Company 1.8%
Value ($000) $2,210 Shares 26,233 Est. Cost $55.38 Unrealized +25.9%
Unilever PLC 1.8%
Value ($000) $2,163 Shares 49,927 Est. Cost $41.78 Unrealized
JPM J P Morgan Chase & Co 1.7%
Value ($000) $2,154 Shares 32,624 Est. Cost $45.18 Unrealized +10.0%
SCHD Schwab Strategic TR 1.7%
Value ($000) $2,151 Shares 55,041 Est. Cost $38.79 Unrealized
LOW Lowes Companies Inc 1.7%
Value ($000) $2,131 Shares 28,018 Est. Cost $49.04 Unrealized +25.9%
Du Pont E I De Nemour&Co 1.7%
Value ($000) $2,102 Shares 31,567 Est. Cost $65.23 Unrealized
HON Honeywell International 1.7%
Value ($000) $2,089 Shares 20,170 Est. Cost $68.84 Unrealized +7.9%
BK Bank Of New York Co Inc 1.6%
Value ($000) $2,015 Shares 48,873 Est. Cost $30.01 Unrealized +8.2%
PEP Pepsico Incorporated 1.6%
Value ($000) $2,002 Shares 20,038 Est. Cost $68.63 Unrealized +7.1%
GlaxoSmithKline Plc ADR 1.6%
Value ($000) $1,938 Shares 48,035 Est. Cost $42.67 Unrealized
WMT Wal-Mart Stores Inc 1.6%
Value ($000) $1,926 Shares 31,420 Est. Cost $20.35 Unrealized -18.3%
ED Consolidated Edison Inc 1.6%
Value ($000) $1,918 Shares 29,840 Est. Cost $41.97 Unrealized +6.3%
AZN Astrazeneca Plc 1.5%
Value ($000) $1,912 Shares 56,320 Est. Cost $47.52 Unrealized
KMB Kimberly-Clark Corp 1.5%
Value ($000) $1,855 Shares 14,575 Est. Cost $76.63 Unrealized +10.9%
GBCI Glacier Bancorp Inc New 1.4%
Value ($000) $1,787 Shares 67,353 Est. Cost $18.48 Unrealized +6.9%
OXY Occidental Pete Corp 1.4%
Value ($000) $1,722 Shares 25,472 Est. Cost $57.57 Unrealized -7.2%
USB U S Bancorp Del 1.3%
Value ($000) $1,659 Shares 38,886 Est. Cost $29.14 Unrealized +1.5%
QCOM Qualcomm Inc 1.3%
Value ($000) $1,649 Shares 32,999 Est. Cost $51.58 Unrealized -22.5%
SCHG Schwab Strategic TR 1.3%
Value ($000) $1,567 Shares 29,669 Est. Cost $52.01 Unrealized
SCHM Schwab Strategic TR 1.2%
Value ($000) $1,540 Shares 38,445 Est. Cost $40.88 Unrealized
SLB Schlumberger Ltd 1.2%
Value ($000) $1,499 Shares 21,486 Est. Cost $66.35 Unrealized -15.4%
SCHA Schwab Strategic TR 1.2%
Value ($000) $1,441 Shares 27,672 Est. Cost $55.10 Unrealized
VZ Verizon Communications 1.2%
Value ($000) $1,425 Shares 30,834 Est. Cost $27.66 Unrealized -2.7%
Baker Hughes Inc 1.1%
Value ($000) $1,411 Shares 30,585 Est. Cost $61.06 Unrealized
EMR Emerson Electric Co 1.1%
Value ($000) $1,311 Shares 27,401 Est. Cost $44.87 Unrealized -18.6%
MRK Merck & Co Inc 1.0%
Value ($000) $1,180 Shares 22,346 Est. Cost $39.29 Unrealized -6.4%
BMY Bristol-Myers Squibb Co 0.9%
Value ($000) $1,138 Shares 16,550 Est. Cost $38.91 Unrealized +20.0%
IBM Intl Business Machines 0.9%
Value ($000) $1,119 Shares 8,132 Est. Cost $99.80 Unrealized -12.3%
COP ConocoPhillips 0.9%
Value ($000) $1,057 Shares 22,646 Est. Cost $42.51 Unrealized -9.7%
AAPL Apple Computer Inc 0.8%
Value ($000) $937 Shares 8,902 Est. Cost $26.66 Unrealized -3.5%
ABT Abbott Laboratories 0.7%
Value ($000) $818 Shares 18,205 Est. Cost $37.62 Unrealized -2.8%
SCHF Schwab Strategic TR 0.7%
Value ($000) $809 Shares 29,344 Est. Cost $28.82 Unrealized
DIS Disney Walt Co 0.6%
Value ($000) $785 Shares 7,466 Est. Cost $81.50 Unrealized +25.4%
A Agilent Technologies Inc 0.6%
Value ($000) $749 Shares 17,920 Est. Cost $36.82 Unrealized -3.1%
ABBV Abbvie Inc 0.6%
Value ($000) $745 Shares 12,575 Est. Cost $39.81 Unrealized -4.6%
BRK/B Berkshire Hathaway Cl B 0.5%
Value ($000) $619 Shares 4,685 Est. Cost $144.08 Unrealized -6.9%
MCD McDonalds Corp 0.5%
Value ($000) $584 Shares 4,945 Est. Cost $70.55 Unrealized +23.7%
BSV Vanguard Bond Index Fd Sh 0.4%
Value ($000) $533 Shares 6,694 Est. Cost $80.09 Unrealized
WFC Wells Fargo & Co New 0.4%
Value ($000) $514 Shares 9,453 Est. Cost $40.39 Unrealized +1.1%
FIBK First Intst Bancsystem 0.4%
Value ($000) $440 Shares 15,153 Est. Cost $16.97 Unrealized +6.9%
Diamond Offshr Drilling 0.4%
Value ($000) $435 Shares 20,600 Est. Cost $32.89 Unrealized
KO Coca Cola Company 0.3%
Value ($000) $397 Shares 9,232 Est. Cost $29.90 Unrealized +3.2%
ZBH Zimmer Holdings Inc 0.3%
Value ($000) $377 Shares 3,670 Est. Cost $96.21 Unrealized -6.4%
Cimarex Energy Co 0.3%
Value ($000) $377 Shares 4,223 Est. Cost $106.10 Unrealized
BAX Baxter International Inc 0.3%
Value ($000) $338 Shares 8,865 Est. Cost $31.71 Unrealized -2.1%
SCHE Schwab Strategic TR 0.3%
Value ($000) $334 Shares 17,100 Est. Cost $23.85 Unrealized
Avon Products Inc 0.2%
Value ($000) $307 Shares 75,849 Est. Cost $7.84 Unrealized
Baxalta Inc 0.2%
Value ($000) $303 Shares 7,765 Est. Cost $31.77 Unrealized
TRV Travelers Companies Inc 0.2%
Value ($000) $301 Shares 2,663 Est. Cost $79.20 Unrealized +12.2%
SCHX Schwab Strategic TR 0.2%
Value ($000) $278 Shares 5,726 Est. Cost $45.69 Unrealized
BA Boeing Co 0.2%
Value ($000) $276 Shares 1,907 Est. Cost $123.33 Unrealized +4.5%
GLW Corning Inc 0.2%
Value ($000) $271 Shares 14,810 Est. Cost $14.74 Unrealized -6.0%
PSX Phillips 66 0.2%
Value ($000) $249 Shares 3,044 Est. Cost $54.04 Unrealized +9.3%
UNP Union Pac Corp 0.2%
Value ($000) $240 Shares 3,070 Est. Cost $72.17 Unrealized -5.4%
PCH Potlatch Corporation New 0.2%
Value ($000) $239 Shares 7,900 Est. Cost $38.80 Unrealized
DE Deere & Co 0.2%
Value ($000) $233 Shares 3,060 Est. Cost $71.13 Unrealized -8.6%
LQD iShares iBoxx Cpn BD 0.2%
Value ($000) $232 Shares 2,035 Est. Cost $115.95 Unrealized
KMI Kinder Morgan Inc 0.2%
Value ($000) $216 Shares 14,449 Est. Cost $18.93 Unrealized -24.5%
TD Toronto-Dominion Bank 0.2%
Value ($000) $202 Shares 5,150 Est. Cost $42.75 Unrealized -5.3%
EBMT Eagle Bancorp Mont Inc 0.1%
Value ($000) $177 Shares 14,298 Est. Cost $8.05 Unrealized +11.5%
F Ford Mtr Co 0.1%
Value ($000) $176 Shares 12,500 Est. Cost $8.34 Unrealized 0.0%
Maxwell Technologies Inc. 0.1%
Value ($000) $88 Shares 12,500 Est. Cost $7.04 Unrealized
CC Chemours CO 0.0%
Value ($000) $58 Shares 10,915 Est. Cost $7.40 Unrealized -37.7%