Stockman Wealth Management, Inc. Diversified Active

CIK: 0001389400 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 12, 2016

Total Value ($000): $127,857 (100.0% shares, 0.0% debt)

Holdings (67)

JNJ Johnson & Johnson 4.0%
Value ($000) $5,073 Shares 41,825 Est. Cost $76.79 Unrealized +13.4%
XOM Exxon Mobil Corporation 3.7%
Value ($000) $4,780 Shares 50,989 Est. Cost $56.51 Unrealized +2.4%
PG Procter & Gamble Co 3.6%
Value ($000) $4,645 Shares 54,864 Est. Cost $63.11 Unrealized +0.4%
MDU M D U Resources Group 3.4%
Value ($000) $4,356 Shares 181,495 Est. Cost $6.17 Unrealized -0.8%
General Electric Company 3.4%
Value ($000) $4,318 Shares 137,176 Est. Cost $25.26 Unrealized
PFE Pfizer Incorporated 3.4%
Value ($000) $4,292 Shares 121,897 Est. Cost $18.27 Unrealized +15.3%
MSFT Microsoft Corp 3.3%
Value ($000) $4,160 Shares 81,296 Est. Cost $40.15 Unrealized +14.5%
Nuveen Mun Value Fd Inc 3.2%
Value ($000) $4,033 Shares 372,700 Est. Cost $9.67 Unrealized
INTC Intel Corp 3.1%
Value ($000) $3,986 Shares 121,512 Est. Cost $26.36 Unrealized -4.7%
CSCO Cisco Systems Inc 2.6%
Value ($000) $3,373 Shares 117,578 Est. Cost $18.39 Unrealized +13.4%
T A T & T Corp 2.6%
Value ($000) $3,289 Shares 76,108 Est. Cost $11.94 Unrealized +26.5%
AAPL Apple Computer Inc 2.5%
Value ($000) $3,249 Shares 33,981 Est. Cost $23.67 Unrealized -4.5%
TGT Target Corporation 2.5%
Value ($000) $3,241 Shares 46,421 Est. Cost $50.62 Unrealized +10.8%
CVX Chevron Corporation New 2.5%
Value ($000) $3,212 Shares 30,640 Est. Cost $65.61 Unrealized +1.7%
BRK/B Berkshire Hathaway Cl B 2.5%
Value ($000) $3,151 Shares 21,760 Est. Cost $136.09 Unrealized +5.0%
United Technologies Corp 2.3%
Value ($000) $2,942 Shares 28,684 Est. Cost $106.72 Unrealized
SYY Sysco Corporation 2.2%
Value ($000) $2,820 Shares 55,578 Est. Cost $28.88 Unrealized +30.5%
Baker Hughes Inc 2.0%
Value ($000) $2,580 Shares 57,174 Est. Cost $53.39 Unrealized
GILD Gilead Sciences Inc 2.0%
Value ($000) $2,526 Shares 30,278 Est. Cost $62.76 Unrealized 0.0%
Unilever PLC 2.0%
Value ($000) $2,508 Shares 53,439 Est. Cost $41.99 Unrealized
SCHD Schwab Strategic TR 1.9%
Value ($000) $2,390 Shares 57,666 Est. Cost $38.84 Unrealized
HON Honeywell International 1.8%
Value ($000) $2,355 Shares 20,249 Est. Cost $69.08 Unrealized +21.9%
GlaxoSmithKline Plc ADR 1.8%
Value ($000) $2,293 Shares 52,909 Est. Cost $42.32 Unrealized
LOW Lowes Companies Inc 1.8%
Value ($000) $2,247 Shares 28,385 Est. Cost $49.16 Unrealized +31.8%
BK Bank Of New York Co Inc 1.7%
Value ($000) $2,233 Shares 57,467 Est. Cost $29.97 Unrealized +3.5%
HD Home Depot Inc 1.7%
Value ($000) $2,222 Shares 17,401 Est. Cost $74.81 Unrealized +40.3%
OXY Occidental Pete Corp 1.7%
Value ($000) $2,180 Shares 28,855 Est. Cost $56.78 Unrealized -0.1%
WMT Wal-Mart Stores Inc 1.7%
Value ($000) $2,174 Shares 29,778 Est. Cost $20.35 Unrealized -4.1%
JPM J P Morgan Chase & Co 1.7%
Value ($000) $2,165 Shares 34,841 Est. Cost $45.23 Unrealized +6.8%
LLY Lilly Eli & Company 1.6%
Value ($000) $2,098 Shares 26,637 Est. Cost $55.53 Unrealized +15.4%
PEP Pepsico Incorporated 1.6%
Value ($000) $2,068 Shares 19,523 Est. Cost $68.75 Unrealized +12.1%
AZN Astrazeneca Plc 1.6%
Value ($000) $2,049 Shares 67,868 Est. Cost $44.38 Unrealized
GBCI Glacier Bancorp Inc New 1.4%
Value ($000) $1,774 Shares 66,753 Est. Cost $18.45 Unrealized +3.2%
SLB Schlumberger Ltd 1.3%
Value ($000) $1,698 Shares 21,469 Est. Cost $66.20 Unrealized -12.0%
USB U S Bancorp Del 1.3%
Value ($000) $1,677 Shares 41,588 Est. Cost $29.14 Unrealized +0.1%
SCHG Schwab Strategic TR 1.3%
Value ($000) $1,676 Shares 31,945 Est. Cost $52.04 Unrealized
QCOM Qualcomm Inc 1.3%
Value ($000) $1,660 Shares 30,984 Est. Cost $51.46 Unrealized -21.7%
SCHM Schwab Strategic TR 1.3%
Value ($000) $1,640 Shares 39,036 Est. Cost $40.90 Unrealized
FIBK First Intst Bancsystem 1.2%
Value ($000) $1,528 Shares 54,365 Est. Cost $17.10 Unrealized +4.4%
SCHA Schwab Strategic TR 1.1%
Value ($000) $1,463 Shares 27,076 Est. Cost $55.08 Unrealized
MRK Merck & Co Inc 1.0%
Value ($000) $1,275 Shares 22,127 Est. Cost $39.30 Unrealized +0.5%
ABT Abbott Laboratories 0.9%
Value ($000) $1,157 Shares 29,430 Est. Cost $35.74 Unrealized -6.7%
VZ Verizon Communications 0.9%
Value ($000) $1,155 Shares 20,687 Est. Cost $27.66 Unrealized +13.8%
EMR Emerson Electric Co 0.8%
Value ($000) $1,080 Shares 20,711 Est. Cost $44.87 Unrealized -7.4%
BMY Bristol-Myers Squibb Co 0.8%
Value ($000) $1,065 Shares 14,475 Est. Cost $38.91 Unrealized +29.8%
ABBV Abbvie Inc 0.6%
Value ($000) $792 Shares 12,800 Est. Cost $40.01 Unrealized +2.4%
WFC Wells Fargo & Co New 0.6%
Value ($000) $780 Shares 16,474 Est. Cost $39.04 Unrealized -4.6%
SCHF Schwab Strategic TR 0.6%
Value ($000) $747 Shares 27,538 Est. Cost $28.79 Unrealized
DIS Disney Walt Co 0.6%
Value ($000) $728 Shares 7,443 Est. Cost $81.50 Unrealized +13.1%
COP ConocoPhillips 0.6%
Value ($000) $725 Shares 16,627 Est. Cost $42.51 Unrealized -22.9%
MMM 3M Co 0.6%
Value ($000) $719 Shares 4,103 Est. Cost $89.63 Unrealized +14.3%
IBM Intl Business Machines 0.6%
Value ($000) $716 Shares 4,714 Est. Cost $99.80 Unrealized -4.7%
Du Pont E I De Nemour&Co 0.5%
Value ($000) $603 Shares 9,300 Est. Cost $65.23 Unrealized
Cimarex Energy Co 0.4%
Value ($000) $488 Shares 4,090 Est. Cost $105.56 Unrealized
Hollyfrontier Corp 0.3%
Value ($000) $434 Shares 18,240 Est. Cost $23.79 Unrealized
KO Coca Cola Company 0.3%
Value ($000) $394 Shares 8,682 Est. Cost $29.90 Unrealized +11.4%
A Agilent Technologies Inc 0.3%
Value ($000) $370 Shares 8,345 Est. Cost $36.82 Unrealized +8.7%
MCD McDonalds Corp 0.3%
Value ($000) $361 Shares 3,000 Est. Cost $70.55 Unrealized +40.5%
SCHE Schwab Strategic TR 0.3%
Value ($000) $333 Shares 15,662 Est. Cost $23.85 Unrealized
KMI Kinder Morgan Inc 0.2%
Value ($000) $281 Shares 15,025 Est. Cost $18.66 Unrealized -41.5%
GLW Corning Inc 0.2%
Value ($000) $267 Shares 13,050 Est. Cost $14.74 Unrealized +5.2%
Shire Plc 0.2%
Value ($000) $251 Shares 1,364 Est. Cost $184.02 Unrealized
BA Boeing Co 0.2%
Value ($000) $240 Shares 1,847 Est. Cost $123.02 Unrealized -3.6%
ZBH Zimmer Holdings Inc 0.2%
Value ($000) $229 Shares 1,900 Est. Cost $96.21 Unrealized +8.7%
SCHB Schwab Strategic TR 0.2%
Value ($000) $219 Shares 4,360 Est. Cost $49.27 Unrealized
EBMT Eagle Bancorp Mont Inc 0.1%
Value ($000) $178 Shares 13,998 Est. Cost $8.05 Unrealized +20.6%
F Ford Mtr Co 0.1%
Value ($000) $146 Shares 11,590 Est. Cost $8.34 Unrealized -4.9%