Stockman Wealth Management, Inc. Diversified Active

CIK: 0001389400 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Feb 12, 2016

Total Value ($000): $115,924

Holdings (79)

PG Procter & Gamble Co 3.7%
Value ($000) $4,238 Shares 58,910 Est. Cost $63.29 Unrealized -11.0%
JNJ Johnson & Johnson 3.5%
Value ($000) $4,073 Shares 43,629 Est. Cost $76.79 Unrealized -5.6%
XOM Exxon Mobil Corporation 3.5%
Value ($000) $4,015 Shares 54,004 Est. Cost $56.63 Unrealized -13.3%
Nuveen Mun Value Fd Inc 3.4%
Value ($000) $3,909 Shares 398,500 Est. Cost $9.65 Unrealized
MMM 3M Co 3.2%
Value ($000) $3,738 Shares 26,367 Est. Cost $89.56 Unrealized -2.3%
MSFT Microsoft Corp 3.2%
Value ($000) $3,676 Shares 83,065 Est. Cost $39.77 Unrealized -2.1%
INTC Intel Corp 3.1%
Value ($000) $3,644 Shares 120,904 Est. Cost $26.40 Unrealized -14.3%
General Electric Company 3.1%
Value ($000) $3,637 Shares 144,230 Est. Cost $25.26 Unrealized
MDU M D U Resources Group 3.1%
Value ($000) $3,630 Shares 211,037 Est. Cost $6.21 Unrealized -20.2%
PFE Pfizer Incorporated 2.7%
Value ($000) $3,106 Shares 98,881 Est. Cost $18.00 Unrealized +14.5%
CSCO Cisco Systems Inc 2.6%
Value ($000) $3,008 Shares 114,598 Est. Cost $18.34 Unrealized +6.7%
TGT Target Corporation 2.5%
Value ($000) $2,863 Shares 36,400 Est. Cost $49.10 Unrealized +19.4%
HD Home Depot Inc 2.2%
Value ($000) $2,601 Shares 22,519 Est. Cost $74.81 Unrealized +20.9%
CVX Chevron Corporation New 2.1%
Value ($000) $2,404 Shares 30,483 Est. Cost $65.99 Unrealized -18.4%
T A T & T Corp 2.0%
Value ($000) $2,368 Shares 72,668 Est. Cost $11.86 Unrealized +3.5%
LLY Lilly Eli & Company 1.9%
Value ($000) $2,248 Shares 26,858 Est. Cost $55.38 Unrealized +27.3%
SYY Sysco Corporation 1.9%
Value ($000) $2,171 Shares 55,715 Est. Cost $28.75 Unrealized +1.1%
PEP Pepsico Incorporated 1.7%
Value ($000) $2,028 Shares 21,508 Est. Cost $68.63 Unrealized +1.3%
LOW Lowes Companies Inc 1.7%
Value ($000) $1,947 Shares 28,253 Est. Cost $49.04 Unrealized +16.1%
Unilever PLC 1.7%
Value ($000) $1,940 Shares 48,250 Est. Cost $41.73 Unrealized
SCHD Schwab Strategic TR 1.7%
Value ($000) $1,922 Shares 53,460 Est. Cost $38.78 Unrealized
ED Consolidated Edison Inc 1.6%
Value ($000) $1,904 Shares 28,482 Est. Cost $41.85 Unrealized +3.8%
JPM J P Morgan Chase & Co 1.6%
Value ($000) $1,864 Shares 30,567 Est. Cost $44.88 Unrealized +10.6%
HON Honeywell International 1.6%
Value ($000) $1,855 Shares 19,587 Est. Cost $68.67 Unrealized +6.8%
BK Bank Of New York Co Inc 1.6%
Value ($000) $1,822 Shares 46,532 Est. Cost $29.88 Unrealized +7.1%
GBCI Glacier Bancorp Inc New 1.5%
Value ($000) $1,792 Shares 67,900 Est. Cost $18.48 Unrealized +5.4%
Du Pont E I De Nemour&Co 1.5%
Value ($000) $1,787 Shares 37,067 Est. Cost $65.23 Unrealized
United Technologies Corp 1.5%
Value ($000) $1,725 Shares 19,380 Est. Cost $110.40 Unrealized
GlaxoSmithKline Plc ADR 1.5%
Value ($000) $1,725 Shares 44,851 Est. Cost $42.84 Unrealized
QCOM Qualcomm Inc 1.4%
Value ($000) $1,669 Shares 31,055 Est. Cost $52.30 Unrealized -15.6%
AZN Astrazeneca Plc 1.4%
Value ($000) $1,566 Shares 49,230 Est. Cost $49.47 Unrealized
USB U S Bancorp Del 1.3%
Value ($000) $1,533 Shares 37,392 Est. Cost $29.12 Unrealized +2.3%
WMT Wal-Mart Stores Inc 1.3%
Value ($000) $1,532 Shares 23,622 Est. Cost $21.58 Unrealized -12.4%
KMB Kimberly-Clark Corp 1.3%
Value ($000) $1,506 Shares 13,809 Est. Cost $76.17 Unrealized +1.6%
SLB Schlumberger Ltd 1.3%
Value ($000) $1,485 Shares 21,536 Est. Cost $66.35 Unrealized -11.2%
SCHM Schwab Strategic TR 1.3%
Value ($000) $1,483 Shares 38,116 Est. Cost $40.88 Unrealized
OXY Occidental Pete Corp 1.3%
Value ($000) $1,457 Shares 22,033 Est. Cost $58.21 Unrealized -11.8%
SCHA Schwab Strategic TR 1.2%
Value ($000) $1,419 Shares 27,941 Est. Cost $55.10 Unrealized
VZ Verizon Communications 1.2%
Value ($000) $1,381 Shares 31,749 Est. Cost $27.66 Unrealized -2.3%
SCHG Schwab Strategic TR 1.2%
Value ($000) $1,378 Shares 27,568 Est. Cost $51.95 Unrealized
Baker Hughes Inc 1.2%
Value ($000) $1,371 Shares 26,353 Est. Cost $63.46 Unrealized
IBM Intl Business Machines 1.1%
Value ($000) $1,296 Shares 8,941 Est. Cost $99.80 Unrealized -4.5%
EMR Emerson Electric Co 1.1%
Value ($000) $1,281 Shares 29,000 Est. Cost $44.87 Unrealized -16.8%
FIBK First Intst Bancsystem 1.1%
Value ($000) $1,264 Shares 45,412 Est. Cost $16.97 Unrealized +0.6%
MRK Merck & Co Inc 1.0%
Value ($000) $1,171 Shares 23,716 Est. Cost $39.29 Unrealized -2.3%
COP ConocoPhillips 0.9%
Value ($000) $1,041 Shares 21,700 Est. Cost $42.69 Unrealized -13.8%
BMY Bristol-Myers Squibb Co 0.9%
Value ($000) $1,036 Shares 17,500 Est. Cost $38.91 Unrealized +14.5%
AAPL Apple Computer Inc 0.8%
Value ($000) $959 Shares 8,691 Est. Cost $26.68 Unrealized -1.5%
SCHF Schwab Strategic TR 0.7%
Value ($000) $856 Shares 31,278 Est. Cost $28.82 Unrealized
DIS Disney Walt Co 0.7%
Value ($000) $814 Shares 7,966 Est. Cost $81.50 Unrealized +22.4%
ABT Abbott Laboratories 0.7%
Value ($000) $761 Shares 18,930 Est. Cost $37.62 Unrealized +3.1%
A Agilent Technologies Inc 0.6%
Value ($000) $649 Shares 18,895 Est. Cost $36.82 Unrealized -5.5%
BRK/B Berkshire Hathaway Cl B 0.5%
Value ($000) $604 Shares 4,635 Est. Cost $144.18 Unrealized -5.0%
ABBV Abbvie Inc 0.5%
Value ($000) $575 Shares 10,570 Est. Cost $40.16 Unrealized +5.9%
Sigma Aldrich Corp 0.5%
Value ($000) $567 Shares 4,080 Est. Cost $137.18 Unrealized
BSV Vanguard Bond Index Fd Sh 0.5%
Value ($000) $563 Shares 6,999 Est. Cost $80.09 Unrealized
WFC Wells Fargo & Co New 0.5%
Value ($000) $538 Shares 10,468 Est. Cost $40.39 Unrealized +1.7%
MCD McDonalds Corp 0.4%
Value ($000) $491 Shares 4,986 Est. Cost $70.55 Unrealized +6.8%
Cimarex Energy Co 0.4%
Value ($000) $460 Shares 4,490 Est. Cost $106.10 Unrealized
Diamond Offshr Drilling 0.4%
Value ($000) $410 Shares 23,675 Est. Cost $32.89 Unrealized
SCHE Schwab Strategic TR 0.3%
Value ($000) $365 Shares 18,034 Est. Cost $23.85 Unrealized
KO Coca Cola Company 0.3%
Value ($000) $362 Shares 9,029 Est. Cost $29.88 Unrealized -3.5%
ZBH Zimmer Holdings Inc 0.3%
Value ($000) $345 Shares 3,670 Est. Cost $96.21 Unrealized -4.4%
PCH Potlatch Corporation New 0.3%
Value ($000) $326 Shares 11,325 Est. Cost $38.80 Unrealized
LQD iShares iBoxx Cpn BD 0.3%
Value ($000) $317 Shares 2,734 Est. Cost $115.95 Unrealized
GLW Corning Inc 0.3%
Value ($000) $312 Shares 18,250 Est. Cost $14.74 Unrealized -7.5%
TRV Travelers Companies Inc 0.3%
Value ($000) $295 Shares 2,963 Est. Cost $79.20 Unrealized +2.7%
SCHX Schwab Strategic TR 0.3%
Value ($000) $292 Shares 6,391 Est. Cost $45.69 Unrealized
BAX Baxter International Inc 0.3%
Value ($000) $291 Shares 8,865 Est. Cost $31.71 Unrealized +1.1%
PSX Phillips 66 0.2%
Value ($000) $287 Shares 3,743 Est. Cost $54.04 Unrealized 0.0%
Avon Products Inc 0.2%
Value ($000) $285 Shares 87,799 Est. Cost $7.84 Unrealized
UNP Union Pac Corp 0.2%
Value ($000) $276 Shares 3,120 Est. Cost $72.17 Unrealized 0.0%
BA Boeing Co 0.2%
Value ($000) $250 Shares 1,913 Est. Cost $123.33 Unrealized 0.0%
KMI Kinder Morgan Inc 0.2%
Value ($000) $247 Shares 8,939 Est. Cost $21.79 Unrealized -10.3%
DE Deere & Co 0.2%
Value ($000) $237 Shares 3,209 Est. Cost $71.13 Unrealized +3.1%
Baxalta Inc 0.2%
Value ($000) $235 Shares 7,465 Est. Cost $31.48 Unrealized
TD Toronto-Dominion Bank 0.2%
Value ($000) $219 Shares 5,550 Est. Cost $42.75 Unrealized -6.8%
EBMT Eagle Bancorp Mont Inc 0.1%
Value ($000) $151 Shares 13,312 Est. Cost $7.98 Unrealized +6.3%
CC Chemours CO 0.1%
Value ($000) $76 Shares 11,763 Est. Cost $7.40 Unrealized 0.0%