Alpine Bank Wealth Management
Latest statistics and disclosures from Alpine Bank Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPMO, JCPB, USFR, GDE, SPHQ, and represent 46.79% of Alpine Bank Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JCPB (+$34M), VUG (+$24M), GDE (+$6.4M), SPMO (+$6.3M), OBIL, XBIL, ISPY, TLTW, DIVO, PFLD.
- Started 31 new stock positions in MTG, GLW, FERG, DYNF, AFG, WTW, BPOP, ROK, EPR, OKE.
- Reduced shares in these 10 stocks: VUSB (-$37M), SPHQ (-$19M), USFR (-$5.5M), USMV, TBIL, VOT, IJH, IWM, AGRH, LQDH.
- Sold out of its positions in ADBE, ABNB, ADI, NLY, ANSS, BNS, BAH, CAVA, CHX, CAG.
- Alpine Bank Wealth Management was a net buyer of stock by $13M.
- Alpine Bank Wealth Management has $711M in assets under management (AUM), dropping by 7.38%.
- Central Index Key (CIK): 0001974910
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Portfolio Holdings for Alpine Bank Wealth Management
Alpine Bank Wealth Management holds 420 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) | 14.6 | $103M | +6% | 855k | 121.06 |
|
| Jp Morgan Exchange Traded Fd fund (JCPB) | 10.5 | $75M | +84% | 1.6M | 47.55 |
|
| Wisdomtree Floating Rate Treasury Fund (USFR) | 9.8 | $69M | -7% | 1.4M | 50.27 |
|
| Wisdomtree Tr (GDE) | 6.3 | $45M | +16% | 779k | 57.41 |
|
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 5.6 | $40M | -31% | 548k | 73.29 |
|
| Vanguard Growth ETF (VUG) | 5.0 | $36M | +211% | 74k | 479.61 |
|
| iShares S&P 500 Index (IVV) | 4.0 | $29M | 43k | 669.30 |
|
|
| Vanguard Bd Index Fds (VUSB) | 3.6 | $26M | -58% | 518k | 49.99 |
|
| iShares S&P MidCap 400 Index (IJH) | 3.1 | $22M | -2% | 334k | 65.26 |
|
| iShares Russell 2000 Index (IWM) | 1.8 | $13M | -3% | 52k | 241.96 |
|
| iShares S&P 500 Growth Index (IVW) | 1.4 | $9.7M | 81k | 120.72 |
|
|
| RBB (TBIL) | 1.2 | $8.7M | -8% | 174k | 50.00 |
|
| Microsoft Corporation (MSFT) | 1.0 | $7.4M | 14k | 517.95 |
|
|
| Colgate-Palmolive Company (CL) | 0.9 | $6.6M | 82k | 79.94 |
|
|
| J P Morgan Exchange-traded F (JEPI) | 0.9 | $6.2M | +5% | 109k | 57.10 |
|
| Apple (AAPL) | 0.8 | $6.0M | 24k | 254.63 |
|
|
| NVIDIA Corporation (NVDA) | 0.8 | $5.8M | 31k | 186.58 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $5.6M | 18k | 315.43 |
|
|
| Berkshire Hathaway (BRK.A) | 0.7 | $5.3M | 7.00 | 754200.00 |
|
|
| Invesco Exchng Traded Fd Tr (IDMO) | 0.7 | $5.2M | 97k | 53.99 |
|
|
| Vanguard Mid-Cap Value ETF (VOE) | 0.7 | $5.2M | 30k | 174.58 |
|
|
| iShares S&P 500 Value Index (IVE) | 0.7 | $5.2M | 25k | 206.51 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.7 | $5.1M | +2% | 21k | 243.55 |
|
| Vanguard Mid-Cap ETF (VO) | 0.7 | $4.8M | -2% | 16k | 293.74 |
|
| Broadcom (AVGO) | 0.7 | $4.8M | 15k | 329.91 |
|
|
| Ishares Tr usa min vo (USMV) | 0.7 | $4.6M | -25% | 49k | 95.14 |
|
| Abbvie (ABBV) | 0.6 | $4.2M | 18k | 231.54 |
|
|
| Oracle Corporation (ORCL) | 0.6 | $4.2M | +2% | 15k | 281.24 |
|
| Ishares Tr (XVV) | 0.6 | $4.2M | +14% | 81k | 51.52 |
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.6 | $4.0M | 56k | 71.37 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.6 | $4.0M | -3% | 16k | 254.28 |
|
| Berkshire Hathaway (BRK.B) | 0.5 | $3.8M | 7.5k | 502.74 |
|
|
| Vanguard Europe Pacific ETF (VEA) | 0.5 | $3.5M | 59k | 59.92 |
|
|
| RBB (OBIL) | 0.5 | $3.5M | +43% | 70k | 50.30 |
|
| Vanguard Small-Cap Growth ETF (VBK) | 0.5 | $3.5M | 12k | 297.62 |
|
|
| Facebook Inc cl a (META) | 0.4 | $3.2M | 4.3k | 734.38 |
|
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| Lowe's Companies (LOW) | 0.4 | $3.1M | 12k | 251.31 |
|
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| Goldman Sachs (GS) | 0.4 | $2.7M | 3.4k | 796.36 |
|
|
| Janus Detroit Str Tr (JAAA) | 0.4 | $2.6M | -2% | 52k | 50.78 |
|
| Vanguard Small-Cap Value ETF (VBR) | 0.4 | $2.6M | 13k | 208.71 |
|
|
| iShares S&P MidCap 400 Growth (IJK) | 0.4 | $2.6M | 28k | 95.89 |
|
|
| Amazon (AMZN) | 0.3 | $2.5M | 11k | 219.57 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.5M | 22k | 112.75 |
|
|
| Vanguard Value ETF (VTV) | 0.3 | $2.5M | 13k | 186.49 |
|
|
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.3 | $2.3M | 21k | 110.59 |
|
|
| iShares Russell Midcap Value Index (IWS) | 0.3 | $2.1M | 15k | 139.67 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $2.1M | 16k | 133.94 |
|
|
| Us Treasury 6 Month Bill Etf (XBIL) | 0.3 | $2.0M | +110% | 40k | 50.20 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $1.9M | 7.9k | 243.10 |
|
|
| iShares S&P SmallCap 600 Index (IJR) | 0.3 | $1.9M | 16k | 118.83 |
|
|
| American Express Company (AXP) | 0.3 | $1.8M | 5.4k | 332.16 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $1.8M | 6.0k | 293.50 |
|
|
| Vanguard REIT ETF (VNQ) | 0.2 | $1.7M | 19k | 91.42 |
|
|
| Pepsi (PEP) | 0.2 | $1.7M | 12k | 140.44 |
|
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| McDonald's Corporation (MCD) | 0.2 | $1.7M | 5.5k | 303.89 |
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| Chevron Corporation (CVX) | 0.2 | $1.6M | 11k | 155.29 |
|
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| iShares MSCI EAFE Index Fund (EFA) | 0.2 | $1.6M | -6% | 18k | 93.37 |
|
| Starbucks Corporation (SBUX) | 0.2 | $1.5M | 18k | 84.60 |
|
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| Norfolk Southern (NSC) | 0.2 | $1.5M | 5.1k | 300.41 |
|
|
| Aberdeen Standard Physical Silver Shares Etf etf (SIVR) | 0.2 | $1.5M | 34k | 44.48 |
|
|
| Ishares Tr esg us agr bd (EAGG) | 0.2 | $1.5M | +42% | 31k | 48.03 |
|
| Ishares Tr intl dev ql fc (IQLT) | 0.2 | $1.5M | 33k | 44.19 |
|
|
| Vanguard Mid-Cap Growth ETF (VOT) | 0.2 | $1.4M | -30% | 4.8k | 293.79 |
|
| Ishares U S Etf Tr int rt hdg c b (LQDH) | 0.2 | $1.4M | -18% | 15k | 93.55 |
|
| Tesla Motors (TSLA) | 0.2 | $1.4M | +6% | 3.1k | 444.72 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.3M | 7.3k | 185.42 |
|
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| Stryker Corporation (SYK) | 0.2 | $1.2M | 3.3k | 369.67 |
|
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| International Business Machines (IBM) | 0.2 | $1.1M | 4.1k | 282.16 |
|
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| Home Depot (HD) | 0.2 | $1.1M | 2.7k | 405.19 |
|
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| Merck & Co (MRK) | 0.2 | $1.1M | 13k | 83.93 |
|
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| iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $1.1M | 7.6k | 142.41 |
|
|
| Simplify Exchange Traded Fun (MTBA) | 0.2 | $1.1M | +3% | 21k | 50.35 |
|
| iShares S&P MidCap 400 Value Index (IJJ) | 0.2 | $1.1M | -4% | 8.3k | 129.72 |
|
| MasterCard Incorporated (MA) | 0.1 | $1.0M | 1.8k | 568.81 |
|
|
| Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) | 0.1 | $1.0M | +100% | 28k | 36.81 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | -2% | 5.5k | 183.73 |
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| Air Products & Chemicals (APD) | 0.1 | $956k | 3.5k | 272.72 |
|
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| Costco Wholesale Corporation (COST) | 0.1 | $933k | +5% | 1.0k | 925.63 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $910k | 10k | 87.31 |
|
|
| Proshares Tr (ISPY) | 0.1 | $883k | +598% | 20k | 45.11 |
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| Amplify Etf Tr a (DIVO) | 0.1 | $876k | +612% | 20k | 44.57 |
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| Procter & Gamble Company (PG) | 0.1 | $872k | 5.7k | 153.65 |
|
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| Ishares Tr (TLTW) | 0.1 | $871k | +640% | 37k | 23.38 |
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| Honeywell International (HON) | 0.1 | $867k | 4.1k | 210.50 |
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| Pfizer (PFE) | 0.1 | $865k | 34k | 25.48 |
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $860k | 1.8k | 468.41 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $830k | -4% | 1.1k | 763.00 |
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| Union Pacific Corporation (UNP) | 0.1 | $793k | 3.4k | 236.37 |
|
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| Simplify Exchange Traded Fun (BUCK) | 0.1 | $773k | +640% | 32k | 23.85 |
|
| Etf Ser Solutions aam lw dur p (PFLD) | 0.1 | $771k | +654% | 39k | 19.70 |
|
| General Electric (GE) | 0.1 | $765k | -2% | 2.5k | 300.82 |
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| Netflix (NFLX) | 0.1 | $741k | -4% | 618.00 | 1198.92 |
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| Visa (V) | 0.1 | $693k | 2.0k | 341.38 |
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| AFLAC Incorporated (AFL) | 0.1 | $681k | 6.1k | 111.70 |
|
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| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $668k | 4.7k | 140.95 |
|
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| Global X Mlp Etf etf (MLPA) | 0.1 | $668k | +660% | 14k | 48.42 |
|
| Coca-Cola Company (KO) | 0.1 | $664k | -6% | 10k | 66.32 |
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| Uscf Etf Tr (USG) | 0.1 | $663k | +638% | 17k | 38.80 |
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| Caterpillar (CAT) | 0.1 | $628k | 1.3k | 477.15 |
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|
| Spdr S&p 500 Etf (SPY) | 0.1 | $620k | 930.00 | 666.18 |
|
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| AutoZone (AZO) | 0.1 | $614k | 143.00 | 4290.24 |
|
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| Raytheon Technologies Corp (RTX) | 0.1 | $612k | 3.7k | 167.33 |
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| Philip Morris International (PM) | 0.1 | $590k | +8% | 3.6k | 162.20 |
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| Cigna Corp (CI) | 0.1 | $575k | 2.0k | 288.25 |
|
|
| iShares Russell 1000 Value Index (IWD) | 0.1 | $575k | 2.8k | 203.59 |
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| General Mills (GIS) | 0.1 | $558k | 11k | 50.42 |
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| Bank of America Corporation (BAC) | 0.1 | $534k | 10k | 51.59 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $531k | 1.1k | 499.21 |
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| Nike (NKE) | 0.1 | $505k | +5% | 7.2k | 69.73 |
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| Innov Eq Def 1yr Dec Etf (ZDEK) | 0.1 | $474k | 19k | 25.26 |
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| Innovator Etfs Trust (ZFEB) | 0.1 | $468k | 19k | 24.96 |
|
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| Bristol Myers Squibb (BMY) | 0.1 | $455k | -5% | 10k | 45.10 |
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| Emerson Electric (EMR) | 0.1 | $438k | 3.3k | 131.18 |
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|
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $419k | 1.3k | 320.04 |
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| Ishares Tr rus200 idx etf (IWL) | 0.1 | $415k | 2.5k | 166.10 |
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| iShares Dow Jones Select Dividend (DVY) | 0.1 | $391k | 2.8k | 142.10 |
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| Travelers Companies (TRV) | 0.1 | $388k | 1.4k | 279.22 |
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| Vanguard Mega Cap 300 Index (MGC) | 0.1 | $376k | -29% | 1.5k | 244.09 |
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| Intel Corporation (INTC) | 0.1 | $376k | 11k | 33.55 |
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| Dover Corporation (DOV) | 0.0 | $355k | 2.1k | 166.83 |
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| Duke Energy (DUK) | 0.0 | $353k | 2.9k | 123.75 |
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| Clorox Company (CLX) | 0.0 | $343k | 2.8k | 123.30 |
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| Blackrock (BLK) | 0.0 | $328k | +6% | 281.00 | 1165.87 |
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| iShares Russell Midcap Index Fund (IWR) | 0.0 | $317k | 3.3k | 96.55 |
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| Badger Meter (BMI) | 0.0 | $305k | -5% | 1.7k | 178.58 |
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| iShares Russell 3000 Index (IWV) | 0.0 | $303k | 800.00 | 378.94 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $301k | +13% | 397.00 | 758.15 |
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| Ge Vernova (GEV) | 0.0 | $298k | 485.00 | 614.90 |
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| Eaton (ETN) | 0.0 | $298k | +7% | 796.00 | 374.25 |
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| Altria (MO) | 0.0 | $297k | 4.5k | 66.06 |
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| Palo Alto Networks (PANW) | 0.0 | $291k | +8% | 1.4k | 203.62 |
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| Ishares U S Etf Tr (AGRH) | 0.0 | $275k | -56% | 11k | 26.12 |
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| W.W. Grainger (GWW) | 0.0 | $272k | 285.00 | 952.96 |
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| Sherwin-Williams Company (SHW) | 0.0 | $270k | +4% | 781.00 | 346.26 |
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| Amgen (AMGN) | 0.0 | $266k | 941.00 | 282.20 |
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| Aon (AON) | 0.0 | $259k | 725.00 | 356.58 |
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| At&t (T) | 0.0 | $257k | -9% | 9.1k | 28.24 |
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| Walt Disney Company (DIS) | 0.0 | $256k | +3% | 2.2k | 114.50 |
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| iShares Gold Trust (IAU) | 0.0 | $252k | 3.5k | 72.77 |
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| ConocoPhillips (COP) | 0.0 | $247k | 2.6k | 94.59 |
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| Corning Incorporated (GLW) | 0.0 | $246k | NEW | 3.0k | 82.03 |
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| Linde (LIN) | 0.0 | $245k | 515.00 | 475.00 |
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| Wal-Mart Stores (WMT) | 0.0 | $235k | -3% | 2.3k | 103.06 |
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| Southern Company (SO) | 0.0 | $233k | 2.5k | 94.77 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $233k | 1.9k | 124.34 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $230k | 378.00 | 609.32 |
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| Taiwan Semiconductor Mfg (TSM) | 0.0 | $229k | 820.00 | 279.29 |
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| BHP Billiton (BHP) | 0.0 | $223k | 4.0k | 55.75 |
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| Entrepreneurshares Series Tr (XOVR) | 0.0 | $211k | 10k | 21.12 |
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| Cummins (CMI) | 0.0 | $211k | 500.00 | 422.37 |
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| Deere & Company (DE) | 0.0 | $208k | 455.00 | 457.26 |
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| Xcel Energy (XEL) | 0.0 | $204k | -20% | 2.5k | 80.65 |
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| Intercontinental Exchange (ICE) | 0.0 | $204k | 1.2k | 168.48 |
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| SYSCO Corporation (SYY) | 0.0 | $203k | 2.5k | 82.34 |
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| Advanced Micro Devices (AMD) | 0.0 | $203k | +39% | 1.3k | 161.79 |
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| TJX Companies (TJX) | 0.0 | $201k | -28% | 1.4k | 144.54 |
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| Ecolab (ECL) | 0.0 | $200k | -13% | 730.00 | 273.86 |
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| Cbre Group Inc Cl A (CBRE) | 0.0 | $199k | 1.3k | 157.56 |
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| General Dynamics Corporation (GD) | 0.0 | $192k | 563.00 | 341.00 |
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| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $182k | 1.6k | 113.88 |
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| Verizon Communications (VZ) | 0.0 | $181k | -11% | 4.1k | 43.95 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $181k | 6.6k | 27.30 |
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| American Water Works (AWK) | 0.0 | $181k | 1.3k | 139.19 |
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| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $177k | -12% | 1.3k | 141.50 |
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| Allstate Corporation (ALL) | 0.0 | $175k | 814.00 | 214.65 |
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| Shopify Inc cl a (SHOP) | 0.0 | $175k | -9% | 1.2k | 148.61 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $172k | 2.4k | 71.53 |
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| Morgan Stanley (MS) | 0.0 | $167k | 1.1k | 158.96 |
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| Novo Nordisk A/S (NVO) | 0.0 | $167k | -24% | 3.0k | 55.49 |
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| Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.0 | $165k | 1.2k | 137.74 |
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| Qualcomm (QCOM) | 0.0 | $162k | 973.00 | 166.36 |
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| Cisco Systems (CSCO) | 0.0 | $159k | +24% | 2.3k | 68.42 |
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| Us Treasury 2 Year Note Etf (UTWO) | 0.0 | $155k | 3.2k | 48.56 |
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| Boeing Company (BA) | 0.0 | $155k | 717.00 | 215.83 |
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| Innovator Etfs Trust (ZSEP) | 0.0 | $151k | +26% | 5.7k | 26.49 |
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| T. Rowe Price (TROW) | 0.0 | $149k | 1.5k | 102.64 |
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| salesforce (CRM) | 0.0 | $148k | -26% | 624.00 | 237.00 |
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| AmerisourceBergen (COR) | 0.0 | $147k | +3% | 471.00 | 312.53 |
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| 3M Company (MMM) | 0.0 | $143k | 920.00 | 155.18 |
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| Cadence Design Systems (CDNS) | 0.0 | $139k | 397.00 | 351.25 |
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| Equinix (EQIX) | 0.0 | $139k | 177.00 | 783.24 |
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| Applovin Corp Class A (APP) | 0.0 | $123k | +66% | 171.00 | 718.55 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $123k | +14% | 718.00 | 170.85 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $120k | 557.00 | 215.79 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $118k | 240.00 | 490.39 |
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| Timken Company (TKR) | 0.0 | $113k | 1.5k | 75.18 |
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| Constellation Energy (CEG) | 0.0 | $112k | 340.00 | 329.07 |
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| Intuit (INTU) | 0.0 | $111k | 162.00 | 682.91 |
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| Servicenow (NOW) | 0.0 | $110k | +15% | 120.00 | 920.27 |
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| Edwards Lifesciences (EW) | 0.0 | $108k | +10% | 1.4k | 77.77 |
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| Vanguard Total Stock Market ETF (VTI) | 0.0 | $107k | 325.00 | 328.17 |
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| D.R. Horton (DHI) | 0.0 | $106k | 626.00 | 169.47 |
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| O'reilly Automotive (ORLY) | 0.0 | $102k | -5% | 946.00 | 107.81 |
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| Nextera Energy (NEE) | 0.0 | $100k | 1.3k | 75.49 |
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| Ameriprise Financial (AMP) | 0.0 | $99k | +29% | 202.00 | 491.25 |
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| Technology SPDR (XLK) | 0.0 | $97k | 345.00 | 281.86 |
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| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $97k | 1.8k | 53.03 |
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| Accenture (ACN) | 0.0 | $97k | -13% | 392.00 | 246.60 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $96k | 500.00 | 192.74 |
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| AvalonBay Communities (AVB) | 0.0 | $94k | 484.00 | 193.17 |
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| Ferguson (FERG) | 0.0 | $93k | NEW | 414.00 | 224.58 |
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| Spotify Technology Sa (SPOT) | 0.0 | $89k | 128.00 | 698.00 |
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| Snowflake Inc Cl A (SNOW) | 0.0 | $89k | +22% | 394.00 | 225.55 |
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| Dominion Resources (D) | 0.0 | $89k | +5% | 1.4k | 61.17 |
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| Vanguard Esg International Stock Etf etf (VSGX) | 0.0 | $88k | 1.3k | 69.37 |
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| Hp (HPQ) | 0.0 | $87k | 3.2k | 27.23 |
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| Target Corporation (TGT) | 0.0 | $87k | 970.00 | 89.70 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $87k | 335.00 | 259.44 |
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| McKesson Corporation (MCK) | 0.0 | $86k | -6% | 111.00 | 772.53 |
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| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $85k | 585.00 | 144.37 |
|
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| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $84k | 209.00 | 402.42 |
|
|
| Essential Utils (WTRG) | 0.0 | $83k | 2.1k | 39.90 |
|
|
| Uber Technologies (UBER) | 0.0 | $77k | -11% | 781.00 | 97.97 |
|
| Biogen Idec (BIIB) | 0.0 | $76k | 545.00 | 140.08 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $76k | 340.00 | 222.22 |
|
|
| Enbridge (ENB) | 0.0 | $75k | -39% | 1.5k | 50.46 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $75k | -40% | 192.00 | 391.64 |
|
| Dell Technologies (DELL) | 0.0 | $75k | 527.00 | 141.77 |
|
|
| Yum! Brands (YUM) | 0.0 | $74k | +63% | 489.00 | 152.00 |
|
| Intuitive Surgical (ISRG) | 0.0 | $73k | 162.00 | 447.24 |
|
|
| Gilead Sciences (GILD) | 0.0 | $71k | +4% | 639.00 | 111.00 |
|
| Metropcs Communications (TMUS) | 0.0 | $69k | -10% | 290.00 | 239.38 |
|
| Sony Corporation (SONY) | 0.0 | $68k | 2.4k | 28.79 |
|
|
| Nushares Etf Tr a (NULG) | 0.0 | $67k | 672.00 | 99.45 |
|
|
| Republic Services (RSG) | 0.0 | $64k | 279.00 | 229.49 |
|
|
| Sap (SAP) | 0.0 | $62k | 232.00 | 267.21 |
|
|
| Prudential Financial (PRU) | 0.0 | $61k | 585.00 | 103.74 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $59k | +5% | 55.00 | 1078.67 |
|
| Digital Realty Trust (DLR) | 0.0 | $59k | 340.00 | 172.88 |
|
|
| Chubb (CB) | 0.0 | $58k | -32% | 204.00 | 282.25 |
|
| Axon Enterprise (AXON) | 0.0 | $55k | 77.00 | 717.60 |
|
|
| Fortune Brands (FBIN) | 0.0 | $55k | 1.0k | 53.39 |
|
|
| AstraZeneca (AZN) | 0.0 | $54k | -39% | 700.00 | 76.72 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $52k | -4% | 219.00 | 238.17 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $51k | 85.00 | 600.36 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $51k | 1.3k | 39.19 |
|
|
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $50k | NEW | 1.9k | 26.34 |
|
| Booking Holdings (BKNG) | 0.0 | $49k | 9.00 | 5399.22 |
|
|
| Roper Industries (ROP) | 0.0 | $46k | -4% | 92.00 | 498.69 |
|
| S&p Global (SPGI) | 0.0 | $43k | 89.00 | 486.71 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $43k | 198.00 | 217.95 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $42k | -25% | 495.00 | 84.30 |
|
| Vanguard Russell 1000 Value Et (VONV) | 0.0 | $41k | 460.00 | 89.37 |
|
|
| Datadog Inc Cl A (DDOG) | 0.0 | $41k | 285.00 | 142.41 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $39k | 1.6k | 24.56 |
|
|
| Dex (DXCM) | 0.0 | $39k | 581.00 | 67.29 |
|
|
| Novartis (NVS) | 0.0 | $39k | 300.00 | 128.24 |
|
|
| Hubspot (HUBS) | 0.0 | $38k | 82.00 | 467.82 |
|
|
| Schlumberger (SLB) | 0.0 | $38k | +34% | 1.1k | 34.37 |
|
| Vail Resorts (MTN) | 0.0 | $37k | 250.00 | 149.57 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $37k | 76.00 | 485.22 |
|
|
| Royal Gold (RGLD) | 0.0 | $36k | -8% | 178.00 | 200.58 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $35k | 1.8k | 18.91 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $34k | +1092% | 167.00 | 205.27 |
|
| Raymond James Financial (RJF) | 0.0 | $34k | 197.00 | 172.60 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $34k | -51% | 405.00 | 83.82 |
|
| U.S. Bancorp (USB) | 0.0 | $34k | 700.00 | 48.33 |
|
|
| Air Lease Corp (AL) | 0.0 | $33k | 525.00 | 63.65 |
|
|
| Woodward Governor Company (WWD) | 0.0 | $33k | 132.00 | 252.71 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $33k | NEW | 340.00 | 97.64 |
|
| Old Republic International Corporation (ORI) | 0.0 | $33k | 780.00 | 42.47 |
|
|
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $33k | NEW | 424.00 | 78.09 |
|
| Extra Space Storage (EXR) | 0.0 | $33k | +17% | 234.00 | 140.94 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $33k | 300.00 | 108.96 |
|
|
| Evergy (EVRG) | 0.0 | $33k | -8% | 429.00 | 76.03 |
|
| Stifel Financial (SF) | 0.0 | $32k | 284.00 | 113.47 |
|
|
| Consolidated Edison (ED) | 0.0 | $32k | +9% | 319.00 | 100.52 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $32k | 200.00 | 158.10 |
|
|
| Oge Energy Corp (OGE) | 0.0 | $31k | 678.00 | 46.27 |
|
|
| Vici Pptys (VICI) | 0.0 | $31k | +24% | 936.00 | 32.61 |
|
| American Financial (AFG) | 0.0 | $30k | NEW | 207.00 | 145.73 |
|
| Amphenol Corporation (APH) | 0.0 | $30k | NEW | 243.00 | 123.74 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $30k | 446.00 | 67.41 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $30k | +9% | 90.00 | 332.67 |
|
| Toast (TOST) | 0.0 | $30k | NEW | 814.00 | 36.51 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $30k | 54.00 | 546.76 |
|
|
| United Parcel Service (UPS) | 0.0 | $30k | 353.00 | 83.54 |
|
|
| Masco Corporation (MAS) | 0.0 | $29k | 418.00 | 70.39 |
|
|
| EOG Resources (EOG) | 0.0 | $29k | 262.00 | 112.11 |
|
|
| Assurant (AIZ) | 0.0 | $29k | 135.00 | 216.60 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $29k | 153.00 | 189.94 |
|
|
| Entegris (ENTG) | 0.0 | $29k | 311.00 | 92.46 |
|
|
| Service Corporation International (SCI) | 0.0 | $29k | NEW | 344.00 | 83.22 |
|
| Simplify Exchange Traded Fun (HEQT) | 0.0 | $28k | 901.00 | 31.24 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $28k | 900.00 | 31.27 |
|
|
| MGIC Investment (MTG) | 0.0 | $28k | NEW | 986.00 | 28.37 |
|
| CBOE Holdings (CBOE) | 0.0 | $28k | +10% | 114.00 | 245.25 |
|
| WisdomTree MidCap Dividend Fund (DON) | 0.0 | $28k | 530.00 | 52.30 |
|
|
| Millicom Intl Cellular S.a. S hs (TIGO) | 0.0 | $28k | NEW | 567.00 | 48.54 |
|
| Dt Midstream (DTM) | 0.0 | $27k | -8% | 242.00 | 113.07 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $27k | 221.00 | 122.58 |
|
|
| Reinsurance Group of America (RGA) | 0.0 | $27k | 141.00 | 192.13 |
|
|
| Cullen/Frost Bankers (CFR) | 0.0 | $27k | -3% | 213.00 | 126.78 |
|
| Ishares Inc em mkt min vol (EEMV) | 0.0 | $27k | 423.00 | 63.83 |
|
|
| Public Storage (PSA) | 0.0 | $27k | 93.00 | 288.90 |
|
|
| Lamar Advertising Co-a (LAMR) | 0.0 | $27k | NEW | 219.00 | 122.42 |
|
| Kkr & Co (KKR) | 0.0 | $27k | 204.00 | 129.96 |
|
|
| Starwood Property Trust (STWD) | 0.0 | $27k | +8% | 1.4k | 19.37 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $26k | 626.00 | 42.22 |
|
|
| Dolby Laboratories (DLB) | 0.0 | $26k | +18% | 365.00 | 72.36 |
|
| Keysight Technologies (KEYS) | 0.0 | $26k | 150.00 | 174.92 |
|
|
| Synopsys (SNPS) | 0.0 | $26k | +89% | 53.00 | 493.40 |
|
| Ingredion Incorporated (INGR) | 0.0 | $26k | +12% | 214.00 | 122.13 |
|
| Western Union Company (WU) | 0.0 | $26k | +51% | 3.3k | 7.99 |
|
| H&R Block (HRB) | 0.0 | $26k | NEW | 513.00 | 50.56 |
|
| Amdocs Ltd ord (DOX) | 0.0 | $26k | +18% | 316.00 | 82.06 |
|
| CNA Financial Corporation (CNA) | 0.0 | $26k | +70% | 556.00 | 46.47 |
|
| Onemain Holdings (OMF) | 0.0 | $26k | -16% | 457.00 | 56.47 |
|
| Snap-on Incorporated (SNA) | 0.0 | $26k | 74.00 | 346.53 |
|
|
| Darden Restaurants (DRI) | 0.0 | $26k | 134.00 | 190.40 |
|
|
| Hanover Insurance (THG) | 0.0 | $25k | 139.00 | 181.62 |
|
|
| Paychex (PAYX) | 0.0 | $25k | -11% | 197.00 | 126.76 |
|
| Willis Towers Watson (WTW) | 0.0 | $25k | NEW | 72.00 | 345.50 |
|
| Wec Energy Group (WEC) | 0.0 | $25k | 214.00 | 114.59 |
|
|
| UnitedHealth (UNH) | 0.0 | $25k | 71.00 | 345.30 |
|
|
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $24k | 870.00 | 27.90 |
|
|
| Labcorp Holdings (LH) | 0.0 | $24k | 84.00 | 287.06 |
|
|
| Houlihan Lokey Inc cl a (HLI) | 0.0 | $24k | 117.00 | 205.32 |
|
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $24k | 94.00 | 253.93 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $24k | 415.00 | 56.87 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $23k | 125.00 | 187.17 |
|
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $23k | 501.00 | 46.60 |
|
|
| Hexcel Corporation (HXL) | 0.0 | $23k | 369.00 | 62.70 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $23k | 297.00 | 76.98 |
|
|
| Federal Realty Op Lp Sh Ben Int (FRT) | 0.0 | $23k | NEW | 223.00 | 101.29 |
|
| Epr Properties (EPR) | 0.0 | $22k | NEW | 385.00 | 58.00 |
|
| GATX Corporation (GATX) | 0.0 | $22k | 127.00 | 174.80 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $22k | -7% | 51.00 | 431.80 |
|
| Wintrust Financial Corporation (WTFC) | 0.0 | $22k | 162.00 | 132.44 |
|
|
| Ross Stores (ROST) | 0.0 | $21k | 138.00 | 152.39 |
|
|
| Vanguard Financials ETF (VFH) | 0.0 | $21k | 159.00 | 131.24 |
|
|
| CSX Corporation (CSX) | 0.0 | $21k | 581.00 | 35.51 |
|
|
| Chemed Corp Com Stk (CHE) | 0.0 | $21k | -2% | 46.00 | 447.75 |
|
| Clearway Energy Inc cl c (CWEN) | 0.0 | $21k | -17% | 728.00 | 28.26 |
|
| TFS Financial Corporation (TFSL) | 0.0 | $20k | -20% | 1.5k | 13.17 |
|
| Landstar System (LSTR) | 0.0 | $20k | 166.00 | 122.56 |
|
|
| East West Ban (EWBC) | 0.0 | $20k | 191.00 | 106.45 |
|
|
| Scotts Miracle-Gro Company (SMG) | 0.0 | $20k | 356.00 | 56.95 |
|
|
| iShares MSCI Canada Index (EWC) | 0.0 | $20k | -55% | 400.00 | 50.55 |
|
| United Rentals (URI) | 0.0 | $20k | NEW | 21.00 | 954.67 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $20k | 156.00 | 128.35 |
|
|
| Popular (BPOP) | 0.0 | $20k | NEW | 157.00 | 127.00 |
|
| Boston Properties (BXP) | 0.0 | $20k | 265.00 | 74.34 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $19k | +81% | 40.00 | 485.02 |
|
| EastGroup Properties (EGP) | 0.0 | $19k | 114.00 | 169.25 |
|
|
| Diageo (DEO) | 0.0 | $19k | 200.00 | 95.43 |
|
|
| Arrow Electronics (ARW) | 0.0 | $19k | 155.00 | 121.00 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $18k | -51% | 780.00 | 23.65 |
|
| Health Care SPDR (XLV) | 0.0 | $18k | 132.00 | 139.17 |
|
|
| Progressive Corporation (PGR) | 0.0 | $17k | -74% | 70.00 | 246.96 |
|
| Akamai Technologies (AKAM) | 0.0 | $17k | 224.00 | 75.76 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $17k | +18% | 58.00 | 286.50 |
|
| WisdomTree Intl. SmallCap Div (DLS) | 0.0 | $17k | 207.00 | 79.51 |
|
|
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $16k | NEW | 84.00 | 194.50 |
|
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $16k | 300.00 | 53.40 |
|
|
| UGI Corporation (UGI) | 0.0 | $16k | NEW | 475.00 | 33.25 |
|
| Principal Financial (PFG) | 0.0 | $16k | 189.00 | 82.91 |
|
|
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.0 | $16k | 636.00 | 24.40 |
|
|
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $16k | 198.00 | 78.37 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $16k | 496.00 | 31.15 |
|
|
| Bio-Rad Laboratories (BIO) | 0.0 | $15k | 55.00 | 280.38 |
|
|
| Sensata Technolo (ST) | 0.0 | $15k | 492.00 | 30.55 |
|
|
| Ishares Tr etf msci usa (ESGU) | 0.0 | $15k | NEW | 103.00 | 145.60 |
|
| Halliburton Company (HAL) | 0.0 | $15k | 600.00 | 24.60 |
|
|
| Suncor Energy (SU) | 0.0 | $15k | 350.00 | 41.81 |
|
|
| Global Payments (GPN) | 0.0 | $15k | 174.00 | 83.08 |
|
|
| Applied Materials (AMAT) | 0.0 | $14k | 70.00 | 204.74 |
|
|
| Sba Communications Corp (SBAC) | 0.0 | $14k | 74.00 | 193.35 |
|
|
| Oneok (OKE) | 0.0 | $14k | NEW | 194.00 | 72.97 |
|
| Comcast Corporation (CMCSA) | 0.0 | $14k | 440.00 | 31.42 |
|
|
| Waters Corporation (WAT) | 0.0 | $13k | 42.00 | 299.81 |
|
|
| Sealed Air (SEE) | 0.0 | $13k | 355.00 | 35.35 |
|
|
| Timkensteel (MTUS) | 0.0 | $12k | 750.00 | 16.53 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $12k | 147.00 | 81.08 |
|
|
| Centene Corporation (CNC) | 0.0 | $12k | 326.00 | 35.68 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $12k | 182.00 | 63.05 |
|
|
| Phillips 66 (PSX) | 0.0 | $11k | 83.00 | 136.02 |
|
|
| Energy Select Sector SPDR (XLE) | 0.0 | $11k | 123.00 | 89.34 |
|
|
| J.M. Smucker Company (SJM) | 0.0 | $11k | 100.00 | 108.60 |
|
|
| Williams Companies (WMB) | 0.0 | $11k | -74% | 167.00 | 63.35 |
|
| Southwest Gas Corporation (SWX) | 0.0 | $10k | 131.00 | 78.34 |
|
|
| Americold Rlty Tr (COLD) | 0.0 | $10k | 825.00 | 12.24 |
|
|
| Ishares Tr dev val factor (IVLU) | 0.0 | $10k | NEW | 283.00 | 35.48 |
|
| Danaher Corporation (DHR) | 0.0 | $9.3k | 47.00 | 198.26 |
|
|
| Kinder Morgan (KMI) | 0.0 | $9.1k | 320.00 | 28.31 |
|
|
| Citigroup (C) | 0.0 | $8.7k | 86.00 | 101.50 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $8.1k | 50.00 | 162.18 |
|
|
| iShares S&P Europe 350 Index (IEV) | 0.0 | $7.9k | NEW | 121.00 | 65.48 |
|
| Consumer Discretionary SPDR (XLY) | 0.0 | $7.9k | 33.00 | 239.64 |
|
|
| Waste Management (WM) | 0.0 | $7.7k | 35.00 | 220.83 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $7.7k | 38.00 | 201.53 |
|
|
| Ishares Bitcoin Tr (IBIT) | 0.0 | $7.6k | 117.00 | 65.00 |
|
|
| iShares Dow Jones US Technology (IYW) | 0.0 | $7.4k | NEW | 38.00 | 195.87 |
|
| Bentley Systems Cl B Ord (BSY) | 0.0 | $7.3k | NEW | 142.00 | 51.47 |
|
| Cheniere Energy (LNG) | 0.0 | $7.3k | NEW | 31.00 | 234.97 |
|
| Murphy Oil Corporation (MUR) | 0.0 | $7.1k | 249.00 | 28.41 |
|
|
| Franklin Resources (BEN) | 0.0 | $6.9k | 300.00 | 23.13 |
|
|
| iShares S&P 100 Index (OEF) | 0.0 | $6.7k | 20.00 | 332.85 |
|
|
| Rockwell Automation (ROK) | 0.0 | $6.6k | NEW | 19.00 | 349.53 |
|
| Helmerich & Payne (HP) | 0.0 | $6.6k | 299.00 | 22.09 |
|
|
| American Electric Power Company (AEP) | 0.0 | $5.4k | 48.00 | 112.50 |
|
|
| Dimensional Etf Trust (DFAI) | 0.0 | $5.2k | 144.00 | 36.35 |
|
|
| Dentsply Sirona (XRAY) | 0.0 | $5.1k | 401.00 | 12.69 |
|
|
| Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) | 0.0 | $4.9k | 85.00 | 57.52 |
|
|
| Exelon Corporation (EXC) | 0.0 | $4.8k | 107.00 | 45.01 |
|
|
| iShares Russell 1000 Index (IWB) | 0.0 | $4.8k | NEW | 13.00 | 365.46 |
|
| Vanguard Pacific ETF (VPL) | 0.0 | $4.5k | 51.00 | 87.84 |
|
|
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $4.3k | 36.00 | 119.50 |
|
|
| Ego (EGO) | 0.0 | $4.3k | 148.00 | 28.89 |
|
|
| Cme (CME) | 0.0 | $4.1k | -87% | 15.00 | 270.20 |
|
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.0 | $2.9k | 87.00 | 33.89 |
|
|
| Royalty Pharma (RPRX) | 0.0 | $2.9k | 82.00 | 35.28 |
|
|
| Entergy Corporation (ETR) | 0.0 | $2.8k | 30.00 | 93.20 |
|
|
| Blackrock Etf Trust us eqt factor (DYNF) | 0.0 | $2.6k | NEW | 44.00 | 59.20 |
|
| NewMarket Corporation (NEU) | 0.0 | $2.5k | 3.00 | 828.33 |
|
|
| Motorola Solutions (MSI) | 0.0 | $2.3k | 5.00 | 457.20 |
|
|
| First American Financial (FAF) | 0.0 | $2.2k | -91% | 35.00 | 64.23 |
|
| American Tower Reit (AMT) | 0.0 | $2.1k | 11.00 | 192.36 |
|
|
| SPDR Barclays Capital Long Term Tr (SPTL) | 0.0 | $1.5k | NEW | 55.00 | 26.95 |
|
| Rli (RLI) | 0.0 | $1.4k | -92% | 22.00 | 65.23 |
|
Past Filings by Alpine Bank Wealth Management
SEC 13F filings are viewable for Alpine Bank Wealth Management going back to 2024
- Alpine Bank Wealth Management 2025 Q3 filed Oct. 22, 2025
- Alpine Bank Wealth Management 2025 Q2 filed July 17, 2025
- Alpine Bank Wealth Management 2025 Q1 filed April 23, 2025
- Alpine Bank Wealth Management 2024 Q3 filed Nov. 12, 2024