Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STOCKMAN WEALTH MANAGEMENT INC | 04-17-2024 | 03-31-2024 | 179 | 566,435,138 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 101 | $674,290 | 10,271 | 0.00 | 0.00 | 1,056 | 11.46 | 03-31-2024 |
| VISA INC | COM CL A | 102 | $643,838 | 2,307 | 0.00 | 0.00 | 46 | 2.03 | 03-31-2024 |
| ANTERO MIDSTREAM CORP | COM | 103 | $632,700 | 45,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 104 | $618,610 | 35,716 | 0.00 | 0.00 | 62 | 0.17 | 03-31-2024 |
