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| Stockman Wealth Management Inc
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| |
|---|---|
| CRD # | 122166 |
| SEC # | 801-61567 |
| CIK # | 0001389400 |
| AUM | $4.8 BB (2024-08-26) |
| Employees | 31 (74% Investors, 0% Brokers) |
| Phone | 406-655-3960 |
| Address | 402 N Broadway Billings, MT 59101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 21.9 | |
| AAPL | 2,382,844.0 | 21.3 | |
| AMZN | 1,092,997.8 | 16.8 | |
| JPM | 340,169.2 | 15.5 | |
| ASML | 197,439.9 | 14.7 | |
| COST | 207,576.9 | 14.5 | |
| MRK | 232,371.9 | 13.6 | |
| IBM | 127,593.9 | 12.4 | |
| CAT | 99,975.7 | 12.0 | |
| GOOGL | 1,475,138.5 | 11.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 927 | 0.2 |
| (b) Individuals (high net worth individuals) | 497 | 0.7 |
| (c) Banking or thrift institutions | 11 | 3.2 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 0.2 |
| (h) Charitable organizations | 64 | 0.1 |
| (i) State or municipal government entities | 7 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 69 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,303 | 4.8 |
| By Discretionary | ||
| Discretionary | 2,046 | 1.3 |
| Non-Discretionary | 257 | 3.5 |
| Total | 2,303 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 2,303 | 4.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001389400] |
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|---|---|---|
|
Miracle Mile Advisors LLC
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|
CA | 4.9 |
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IHT Wealth Management LLC
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IL | 4.8 |
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CA | 4.8 |
|
Spire Wealth Management LLC
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VA | 4.8 |
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Kennedy Capital Management LLC
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MO | 4.8 |
|
Callan Family Office LLC
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PA | 4.8 |
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DoubleLine Alternatives LP
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FL | 4.7 |