Stockman Wealth Management, Inc. Diversified Active

CIK: 0001389400 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 12, 2016

Total Value ($000): $126,017 (100.0% shares, 0.0% debt)

Holdings (71)

PG Procter & Gamble Co 3.8%
Value ($000) $4,777 Shares 58,043 Est. Cost $63.11 Unrealized -2.3%
JNJ Johnson & Johnson 3.7%
Value ($000) $4,661 Shares 43,074 Est. Cost $76.79 Unrealized +2.6%
XOM Exxon Mobil Corporation 3.5%
Value ($000) $4,418 Shares 52,856 Est. Cost $56.51 Unrealized -8.0%
General Electric Company 3.4%
Value ($000) $4,347 Shares 136,743 Est. Cost $25.26 Unrealized
MMM 3M Co 3.4%
Value ($000) $4,316 Shares 25,903 Est. Cost $89.63 Unrealized +3.5%
MSFT Microsoft Corp 3.3%
Value ($000) $4,218 Shares 76,375 Est. Cost $39.77 Unrealized +15.9%
INTC Intel Corp 3.1%
Value ($000) $3,924 Shares 121,290 Est. Cost $26.36 Unrealized -7.5%
Nuveen Mun Value Fd Inc 3.0%
Value ($000) $3,822 Shares 364,700 Est. Cost $9.65 Unrealized
MDU M D U Resources Group 2.9%
Value ($000) $3,684 Shares 189,316 Est. Cost $6.17 Unrealized -18.7%
PFE Pfizer Incorporated 2.7%
Value ($000) $3,445 Shares 116,216 Est. Cost $18.13 Unrealized +3.0%
CSCO Cisco Systems Inc 2.7%
Value ($000) $3,374 Shares 118,521 Est. Cost $18.39 Unrealized +3.0%
TGT Target Corporation 2.5%
Value ($000) $3,147 Shares 38,250 Est. Cost $49.45 Unrealized +14.0%
T A T & T Corp 2.5%
Value ($000) $3,091 Shares 78,900 Est. Cost $11.94 Unrealized +15.9%
CVX Chevron Corporation New 2.3%
Value ($000) $2,957 Shares 30,991 Est. Cost $65.61 Unrealized -12.5%
BRK/B Berkshire Hathaway Cl B 2.2%
Value ($000) $2,780 Shares 19,588 Est. Cost $135.33 Unrealized -2.0%
SYY Sysco Corporation 2.1%
Value ($000) $2,687 Shares 57,505 Est. Cost $28.88 Unrealized +15.6%
United Technologies Corp 2.1%
Value ($000) $2,585 Shares 25,821 Est. Cost $107.18 Unrealized
HD Home Depot Inc 1.9%
Value ($000) $2,440 Shares 18,285 Est. Cost $74.81 Unrealized +31.5%
Unilever PLC 1.9%
Value ($000) $2,363 Shares 52,884 Est. Cost $41.94 Unrealized
GlaxoSmithKline Plc ADR 1.9%
Value ($000) $2,337 Shares 57,634 Est. Cost $42.32 Unrealized
HON Honeywell International 1.9%
Value ($000) $2,336 Shares 20,846 Est. Cost $69.08 Unrealized +10.5%
SCHD Schwab Strategic TR 1.8%
Value ($000) $2,296 Shares 57,282 Est. Cost $38.84 Unrealized
ED Consolidated Edison Inc 1.8%
Value ($000) $2,281 Shares 29,771 Est. Cost $41.97 Unrealized +18.6%
LOW Lowes Companies Inc 1.7%
Value ($000) $2,150 Shares 28,377 Est. Cost $49.16 Unrealized +19.8%
WMT Wal-Mart Stores Inc 1.6%
Value ($000) $2,067 Shares 30,186 Est. Cost $20.35 Unrealized -10.0%
JPM J P Morgan Chase & Co 1.6%
Value ($000) $2,018 Shares 34,084 Est. Cost $45.17 Unrealized -0.7%
KMB Kimberly-Clark Corp 1.6%
Value ($000) $1,995 Shares 14,834 Est. Cost $76.91 Unrealized +20.6%
PEP Pepsico Incorporated 1.6%
Value ($000) $1,971 Shares 19,237 Est. Cost $68.63 Unrealized +6.8%
OXY Occidental Pete Corp 1.6%
Value ($000) $1,957 Shares 28,599 Est. Cost $56.78 Unrealized -11.3%
BK Bank Of New York Co Inc 1.5%
Value ($000) $1,937 Shares 52,593 Est. Cost $29.88 Unrealized -5.8%
LLY Lilly Eli & Company 1.5%
Value ($000) $1,924 Shares 26,717 Est. Cost $55.53 Unrealized +15.2%
Baker Hughes Inc 1.5%
Value ($000) $1,842 Shares 42,031 Est. Cost $56.37 Unrealized
GBCI Glacier Bancorp Inc New 1.4%
Value ($000) $1,771 Shares 69,653 Est. Cost $18.45 Unrealized -4.4%
AZN Astrazeneca Plc 1.4%
Value ($000) $1,766 Shares 62,700 Est. Cost $45.55 Unrealized
Du Pont E I De Nemour&Co 1.3%
Value ($000) $1,632 Shares 25,780 Est. Cost $65.23 Unrealized
SCHG Schwab Strategic TR 1.3%
Value ($000) $1,615 Shares 30,802 Est. Cost $52.03 Unrealized
SLB Schlumberger Ltd 1.3%
Value ($000) $1,602 Shares 21,721 Est. Cost $66.20 Unrealized -19.7%
USB U S Bancorp Del 1.3%
Value ($000) $1,586 Shares 39,072 Est. Cost $29.14 Unrealized -4.6%
QCOM Qualcomm Inc 1.2%
Value ($000) $1,568 Shares 30,659 Est. Cost $51.58 Unrealized -28.4%
SCHM Schwab Strategic TR 1.2%
Value ($000) $1,560 Shares 38,441 Est. Cost $40.88 Unrealized
FIBK First Intst Bancsystem 1.2%
Value ($000) $1,532 Shares 54,463 Est. Cost $17.10 Unrealized +0.3%
VZ Verizon Communications 1.1%
Value ($000) $1,402 Shares 25,920 Est. Cost $27.66 Unrealized +8.6%
SCHA Schwab Strategic TR 1.1%
Value ($000) $1,386 Shares 26,639 Est. Cost $55.10 Unrealized
EMR Emerson Electric Co 1.0%
Value ($000) $1,224 Shares 22,501 Est. Cost $44.87 Unrealized -16.7%
MRK Merck & Co Inc 0.9%
Value ($000) $1,158 Shares 21,877 Est. Cost $39.29 Unrealized -8.3%
AAPL Apple Computer Inc 0.9%
Value ($000) $1,121 Shares 10,290 Est. Cost $26.11 Unrealized -13.6%
BMY Bristol-Myers Squibb Co 0.8%
Value ($000) $977 Shares 15,300 Est. Cost $38.91 Unrealized +15.1%
IBM Intl Business Machines 0.7%
Value ($000) $843 Shares 5,563 Est. Cost $99.80 Unrealized -15.8%
SCHF Schwab Strategic TR 0.6%
Value ($000) $811 Shares 29,916 Est. Cost $28.79 Unrealized
COP ConocoPhillips 0.6%
Value ($000) $769 Shares 19,096 Est. Cost $42.51 Unrealized -33.9%
DIS Disney Walt Co 0.6%
Value ($000) $739 Shares 7,443 Est. Cost $81.50 Unrealized +9.2%
ABT Abbott Laboratories 0.5%
Value ($000) $690 Shares 16,505 Est. Cost $37.62 Unrealized -12.3%
ABBV Abbvie Inc 0.5%
Value ($000) $600 Shares 10,500 Est. Cost $39.81 Unrealized -6.8%
A Agilent Technologies Inc 0.5%
Value ($000) $590 Shares 14,795 Est. Cost $36.82 Unrealized -4.3%
WFC Wells Fargo & Co New 0.4%
Value ($000) $457 Shares 9,453 Est. Cost $40.39 Unrealized -8.1%
Cimarex Energy Co 0.3%
Value ($000) $438 Shares 4,501 Est. Cost $105.56 Unrealized
KO Coca Cola Company 0.3%
Value ($000) $412 Shares 8,882 Est. Cost $29.90 Unrealized +6.5%
MCD McDonalds Corp 0.3%
Value ($000) $402 Shares 3,198 Est. Cost $70.55 Unrealized +33.2%
ZBH Zimmer Holdings Inc 0.3%
Value ($000) $381 Shares 3,570 Est. Cost $96.21 Unrealized -7.3%
SCHE Schwab Strategic TR 0.3%
Value ($000) $356 Shares 17,137 Est. Cost $23.85 Unrealized
Baxalta Inc 0.2%
Value ($000) $280 Shares 6,925 Est. Cost $31.77 Unrealized
GLW Corning Inc 0.2%
Value ($000) $279 Shares 13,350 Est. Cost $14.74 Unrealized -3.3%
Diamond Offshr Drilling 0.2%
Value ($000) $279 Shares 12,850 Est. Cost $32.89 Unrealized
BAX Baxter International Inc 0.2%
Value ($000) $267 Shares 6,490 Est. Cost $31.71 Unrealized +2.4%
KMI Kinder Morgan Inc 0.2%
Value ($000) $259 Shares 14,525 Est. Cost $18.93 Unrealized -47.4%
BA Boeing Co 0.2%
Value ($000) $249 Shares 1,959 Est. Cost $123.02 Unrealized -9.1%
SCHB Schwab Strategic TR 0.2%
Value ($000) $240 Shares 4,871 Est. Cost $49.27 Unrealized
TD Toronto-Dominion Bank 0.2%
Value ($000) $231 Shares 5,350 Est. Cost $42.59 Unrealized -9.4%
EBMT Eagle Bancorp Mont Inc 0.1%
Value ($000) $174 Shares 14,298 Est. Cost $8.05 Unrealized +12.5%
F Ford Mtr Co 0.1%
Value ($000) $160 Shares 11,820 Est. Cost $8.34 Unrealized -10.7%
Avon Products Inc 0.1%
Value ($000) $64 Shares 13,385 Est. Cost $7.84 Unrealized