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 CONS STPLS | 51 | $3,685,231 | 48,261 | 0.00 | 0.00 | 4,486 | 10.25 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 52 | $3,373,785 | 18,347 | 0.00 | 0.00 | 1,263 | 7.39 | 03-31-2024 |
| SELECT SECTOR SPDR TR | INDL | 53 | $2,913,696 | 23,132 | 0.00 | 0.00 | 1,536 | 7.11 | 03-31-2024 |
| ISHARES TR | IBONDS 27 TRM TS | 54 | $2,764,328 | 124,744 | 0.00 | 0.00 | 16,476 | 15.22 | 03-31-2024 |
