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| Happy Holidays!! thanks for using AUM13F!! |
| Stockman Wealth Management Inc
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| CRD # | 122166 |
| SEC # | 801-61567 |
| CIK # | 0001389400 |
| AUM | $5.1 B (2025-03-03) |
| Employees | 30 (70% Investors, 0% Brokers) |
| Phone | 406-655-3960 |
| Address | 402 N Broadway Billings, MT 59101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 26.0 | ||
| Apple Inc | 21.6 | ||
| J P Morgan Chase & Co | 21.0 | ||
| Amazon Com Inc | 20.1 | ||
| Cisco Systems Inc | 17.5 | ||
| Nvidia Corp | 16.9 | ||
| ASML Holding NV | 16.2 | ||
| Caterpillar Inc | 15.8 | ||
| Merck & Co Inc | 13.4 | ||
| Alphabet Inc | 13.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,659 | 0.3 |
| (b) Individuals (high net worth individuals) | 910 | 0.9 |
| (c) Banking or thrift institutions | 8 | 3.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 0.2 |
| (h) Charitable organizations | 87 | 0.1 |
| (i) State or municipal government entities | 16 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 100 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,813 | 5.1 |
| By Discretionary | ||
| Discretionary | 2,496 | 1.5 |
| Non-Discretionary | 317 | 3.6 |
| Total | 2,813 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 2,813 | 5.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001389400] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Madison Asset Management LLC
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|
WI | 5.2 |
|
Buckhead Capital Management LLC
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|
GA | 5.2 |
|
Ceredex Value Advisors LLC
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FL | 5.2 |
|
Avior Wealth Management LLC
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NE | 5.1 |
|
Frost Investment Advisors LLC
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TX | 5.1 |
|
Pine Ridge Advisers LLC
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NY | 5.1 |
|
Boston Financial Management LLC
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|
MA | 5.0 |
|
Crescent Grove Advisors LLC
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|
IL | 5.0 |
|
Zevenbergen Capital Investments LLC
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|
WA | 5.0 |
|
Alphapoint Inc
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|
CA | 5.0 |