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, SPHQ, IUS, GDE, JAAA, and represent 30.11% of Alpine Bank Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IUS (+$39M), JAAA (+$36M), STIP (+$35M), ISHG (+$32M), HYS (+$32M), NTSD (+$27M), VUG (+$9.8M), USFR (+$5.9M), FLOT, VO.
- Started 244 new stock positions in LNG, CRWD, MUR, SHOP, RGA, SNOW, DIS, AMAT, GLPI, EPR.
- Reduced shares in these 10 stocks: JCPB (-$77M), SYSB (-$75M), SPMO (-$49M), SPHQ (-$6.2M), WTPI, IDMO, USMV, VOT, IVV, GDE.
- Sold out of its position in XOVR.
- Alpine Bank Wealth Management was a net buyer of stock by $29M.
- Alpine Bank Wealth Management has $780M in assets under management (AUM), dropping by 13.33%.
- Central Index Key (CIK): 0001974910
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Portfolio Holdings for Alpine Bank Wealth Management
Alpine Bank Wealth Management holds 404 positions in its portfolio as reported in the June 2026 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) | 10.2 | $79M | -37% | 491k | 161.54 |
|
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 5.4 | $42M | -12% | 466k | 90.10 |
|
| Invesco Exch Trd Slf Idx Fd cmn (IUS) | 5.0 | $39M | NEW | 591k | 65.58 |
|
| Wisdomtree Tr (GDE) | 4.8 | $38M | 615k | 61.09 |
|
|
| Janus Detroit Str Tr (JAAA) | 4.8 | $37M | +2442% | 735k | 50.49 |
|
| Ishares Tr cmn (STIP) | 4.5 | $35M | NEW | 340k | 102.16 |
|
| iShares S&P/Citigroup 1-3 Year Int Trsry (ISHG) | 4.2 | $32M | NEW | 436k | 74.25 |
|
| Pimco Etf Tr 0-5 high yield (HYS) | 4.2 | $32M | NEW | 346k | 93.52 |
|
| iShares S&P 500 Index (IVV) | 4.0 | $32M | 42k | 748.89 |
|
|
| Wisdomtree Tr (NTSD) | 3.4 | $27M | NEW | 580k | 46.11 |
|
| iShares S&P MidCap 400 Index (IJH) | 3.3 | $26M | 332k | 77.11 |
|
|
| Wisdomtree Floating Rate Treasury Fund (USFR) | 2.5 | $19M | +44% | 382k | 50.35 |
|
| RBB (TBIL) | 1.9 | $15M | +32% | 292k | 49.86 |
|
| Jp Morgan Exchange Traded Fd fund (JCPB) | 1.7 | $13M | -85% | 278k | 46.94 |
|
| iShares Russell 2000 Index (IWM) | 1.6 | $13M | 43k | 300.45 |
|
|
| Vanguard Growth ETF (VUG) | 1.5 | $12M | +435% | 140k | 86.14 |
|
| Ishares Tr edge us fixd inm (SYSB) | 1.4 | $11M | -87% | 127k | 88.72 |
|
| iShares S&P 500 Growth Index (IVW) | 1.4 | $11M | 80k | 137.53 |
|
|
| Invesco Exchng Traded Fd Tr (IDMO) | 1.0 | $7.7M | -14% | 128k | 60.29 |
|
| Us Treasury 6 Month Bill Etf (XBIL) | 0.9 | $7.4M | -3% | 148k | 50.00 |
|
| Alphabet Inc Class C cs (GOOG) | 0.9 | $7.4M | 21k | 353.33 |
|
|
| Apple (AAPL) | 0.9 | $6.7M | -3% | 23k | 289.36 |
|
| Colgate-Palmolive Company (CL) | 0.8 | $6.2M | 67k | 91.68 |
|
|
| Vanguard Mid-Cap Value ETF (VOE) | 0.7 | $5.8M | 29k | 197.60 |
|
|
| NVIDIA Corporation (NVDA) | 0.7 | $5.7M | 28k | 200.09 |
|
|
| iShares S&P 500 Value Index (IVE) | 0.7 | $5.6M | 25k | 227.06 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $5.6M | 17k | 327.33 |
|
|
| Broadcom (AVGO) | 0.7 | $5.4M | 14k | 377.75 |
|
|
| Microsoft Corporation (MSFT) | 0.7 | $5.2M | 14k | 373.02 |
|
|
| Vanguard Mid-Cap ETF (VO) | 0.6 | $4.9M | +288% | 61k | 80.57 |
|
| Ishares Tr fltg rate nt (FLOT) | 0.6 | $4.8M | NEW | 94k | 51.05 |
|
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.6 | $4.7M | 56k | 83.75 |
|
|
| Abbvie (ABBV) | 0.6 | $4.6M | 18k | 251.64 |
|
|
| Vanguard Europe Pacific ETF (VEA) | 0.6 | $4.6M | +11% | 64k | 71.25 |
|
| Berkshire Hathaway (BRK.A) | 0.6 | $4.5M | 6.00 | 748850.00 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.5 | $4.3M | -5% | 14k | 303.12 |
|
| Vanguard Small-Cap Growth ETF (VBK) | 0.5 | $4.2M | 12k | 365.70 |
|
|
| Ishares Tr (XVV) | 0.5 | $4.1M | +3% | 73k | 56.79 |
|
| RBB (OBIL) | 0.5 | $3.8M | +7% | 76k | 49.98 |
|
| Berkshire Hathaway (BRK.B) | 0.5 | $3.6M | -4% | 7.2k | 500.39 |
|
| Goldman Sachs (GS) | 0.4 | $3.5M | 3.4k | 1011.37 |
|
|
| Ishares Tr usa min vo (USMV) | 0.4 | $3.3M | -20% | 34k | 96.46 |
|
| Innovator Etfs Trust (ZNOV) | 0.4 | $3.1M | 113k | 27.46 |
|
|
| Innov Eq Def 1yr Dec Etf (ZDEK) | 0.4 | $3.1M | 116k | 26.42 |
|
|
| iShares S&P MidCap 400 Growth (IJK) | 0.4 | $3.0M | -2% | 26k | 117.50 |
|
| Ishares Tr esg us agr bd (EAGG) | 0.4 | $3.0M | 63k | 47.41 |
|
|
| Innovator Etfs Trust (ZFEB) | 0.4 | $3.0M | 115k | 25.98 |
|
|
| Vanguard Small-Cap Value ETF (VBR) | 0.4 | $3.0M | 12k | 242.99 |
|
|
| Vanguard Value ETF (VTV) | 0.4 | $2.9M | 13k | 217.93 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $2.9M | 21k | 136.72 |
|
|
| Amazon (AMZN) | 0.4 | $2.8M | 12k | 238.34 |
|
|
| Lowe's Companies (LOW) | 0.3 | $2.6M | 12k | 220.49 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $2.6M | -4% | 7.3k | 357.37 |
|
| Facebook Inc cl a (META) | 0.3 | $2.4M | 4.2k | 563.29 |
|
|
| iShares Russell Midcap Value Index (IWS) | 0.3 | $2.3M | -5% | 14k | 164.60 |
|
| iShares S&P SmallCap 600 Index (IJR) | 0.3 | $2.3M | 15k | 148.31 |
|
|
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.3 | $2.2M | -2% | 16k | 136.68 |
|
| Oracle Corporation (ORCL) | 0.3 | $2.2M | 15k | 146.55 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $2.0M | 8.0k | 253.97 |
|
|
| Aberdeen Standard Physical Silver Shares Etf etf (SIVR) | 0.2 | $1.9M | 34k | 56.22 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $1.9M | 19k | 102.19 |
|
|
| American Express Company (AXP) | 0.2 | $1.8M | 5.4k | 338.25 |
|
|
| Chevron Corporation (CVX) | 0.2 | $1.8M | +7% | 11k | 165.76 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.7M | 5.8k | 298.07 |
|
|
| Vanguard REIT ETF (VNQ) | 0.2 | $1.7M | 18k | 96.43 |
|
|
| iShares MSCI EAFE Index Fund (EFA) | 0.2 | $1.7M | -3% | 16k | 103.88 |
|
| Ishares Tr (TLTW) | 0.2 | $1.7M | +25% | 76k | 22.34 |
|
| Caterpillar (CAT) | 0.2 | $1.7M | 1.6k | 1064.90 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.7M | +2% | 1.4k | 1199.43 |
|
| Merck & Co (MRK) | 0.2 | $1.7M | -3% | 13k | 128.50 |
|
| Vanguard Bd Index Fds (VUSB) | 0.2 | $1.6M | +16% | 33k | 49.78 |
|
| International Business Machines (IBM) | 0.2 | $1.6M | +32% | 5.8k | 281.21 |
|
| Norfolk Southern (NSC) | 0.2 | $1.6M | 5.1k | 314.59 |
|
|
| Simplify Exchange Traded Fun (BUCK) | 0.2 | $1.6M | +15% | 67k | 23.42 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.6M | 5.8k | 270.31 |
|
|
| Ishares Tr intl dev ql fc (IQLT) | 0.2 | $1.6M | 32k | 49.55 |
|
|
| Intel Corporation (INTC) | 0.2 | $1.6M | 11k | 139.63 |
|
|
| Pepsi (PEP) | 0.2 | $1.5M | 11k | 135.40 |
|
|
| Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) | 0.2 | $1.5M | 38k | 38.23 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $1.4M | 16k | 90.74 |
|
|
| Tesla Motors (TSLA) | 0.2 | $1.4M | -4% | 3.3k | 420.60 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.3M | 5.9k | 223.95 |
|
|
| Proshares Tr (ISPY) | 0.2 | $1.2M | +31% | 26k | 48.19 |
|
| General Electric (GE) | 0.2 | $1.2M | +2% | 3.3k | 373.73 |
|
| Amplify Etf Tr a (DIVO) | 0.2 | $1.2M | +21% | 27k | 45.70 |
|
| iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $1.2M | 7.9k | 147.73 |
|
|
| Wisdomtree Cboe S&p 500 Putwri (WTPI) | 0.1 | $1.2M | -78% | 35k | 32.79 |
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $1.1M | 7.6k | 146.41 |
|
|
| Global X Mlp Etf etf (MLPA) | 0.1 | $1.1M | +26% | 20k | 53.08 |
|
| Stryker Corporation (SYK) | 0.1 | $1.0M | 3.3k | 314.84 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.0M | 1.1k | 935.47 |
|
|
| Home Depot (HD) | 0.1 | $1.0M | -3% | 2.9k | 352.68 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $1.0M | 10k | 96.58 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $1.0M | -14% | 1.7k | 580.91 |
|
| Air Products & Chemicals (APD) | 0.1 | $994k | -3% | 3.4k | 293.18 |
|
| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $986k | -28% | 3.2k | 306.30 |
|
| Invesco Variable Rate Preferred Etf etf (VRP) | 0.1 | $974k | +20% | 40k | 24.31 |
|
| Honeywell International | 0.1 | $939k | -3% | 4.2k | 223.90 |
|
| MasterCard Incorporated (MA) | 0.1 | $922k | 1.8k | 513.60 |
|
|
| Spdr S&p 500 Etf (SPY) | 0.1 | $913k | 1.2k | 746.77 |
|
|
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $901k | NEW | 2.4k | 370.04 |
|
| Union Pacific Corporation (UNP) | 0.1 | $899k | 3.3k | 272.00 |
|
|
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $872k | +300% | 7.0k | 124.17 |
|
| Uscf Etf Tr (USG) | 0.1 | $869k | +44% | 27k | 31.88 |
|
| Procter & Gamble Company (PG) | 0.1 | $799k | -4% | 5.4k | 146.64 |
|
| Ge Vernova (GEV) | 0.1 | $798k | 679.00 | 1174.86 |
|
|
| Pfizer (PFE) | 0.1 | $773k | 32k | 24.08 |
|
|
| Corning Incorporated (GLW) | 0.1 | $766k | 3.0k | 255.43 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $715k | 6.1k | 117.25 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $694k | 3.7k | 189.73 |
|
|
| Philip Morris International (PM) | 0.1 | $677k | 3.7k | 180.91 |
|
|
| iShares Russell 1000 Value Index (IWD) | 0.1 | $666k | 2.7k | 242.43 |
|
|
| Coca-Cola Company (KO) | 0.1 | $648k | 8.0k | 81.27 |
|
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| Bank of America Corporation (BAC) | 0.1 | $589k | 10k | 56.98 |
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| Bristol Myers Squibb (BMY) | 0.1 | $570k | 9.9k | 57.62 |
|
|
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $569k | 3.6k | 156.30 |
|
|
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $554k | 2.3k | 236.62 |
|
|
| Ishares U S Etf Tr int rt hdg c b (LQDH) | 0.1 | $521k | +2% | 5.6k | 93.13 |
|
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $516k | 1.3k | 393.96 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $503k | -5% | 987.00 | 509.46 |
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| Vaneck Fds (EMBX) | 0.1 | $502k | NEW | 9.8k | 51.31 |
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| Palo Alto Networks (PANW) | 0.1 | $487k | 1.4k | 341.02 |
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| Dover Corporation (DOV) | 0.1 | $477k | 2.1k | 224.28 |
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| AutoZone (AZO) | 0.1 | $457k | 143.00 | 3195.94 |
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| Travelers Companies (TRV) | 0.1 | $456k | 1.4k | 330.12 |
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| Emerson Electric (EMR) | 0.1 | $449k | -7% | 3.1k | 143.15 |
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| Vanguard Mega Cap 300 Index (MGC) | 0.1 | $422k | 1.5k | 273.63 |
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| Amgen (AMGN) | 0.1 | $419k | -7% | 1.2k | 362.12 |
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| Visa (V) | 0.1 | $414k | -5% | 1.2k | 343.09 |
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| iShares MSCI EAFE Value Index (EFV) | 0.1 | $403k | -3% | 5.3k | 76.55 |
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| Taiwan Semiconductor Mfg (TSM) | 0.1 | $393k | -4% | 822.00 | 477.57 |
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| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $393k | -45% | 2.5k | 158.03 |
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| W.W. Grainger (GWW) | 0.0 | $388k | 285.00 | 1360.40 |
|
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| Wal-Mart Stores (WMT) | 0.0 | $378k | 3.3k | 113.26 |
|
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| Cigna Corp (CI) | 0.0 | $374k | 1.4k | 275.68 |
|
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| General Mills (GIS) | 0.0 | $372k | -4% | 11k | 34.80 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $370k | 378.00 | 978.12 |
|
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| Cummins (CMI) | 0.0 | $357k | 500.00 | 713.21 |
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| Duke Energy (DUK) | 0.0 | $353k | 2.8k | 126.58 |
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| iShares Russell 3000 Index (IWV) | 0.0 | $341k | 800.00 | 426.40 |
|
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| Eaton (ETN) | 0.0 | $339k | 796.00 | 426.12 |
|
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| Altria (MO) | 0.0 | $320k | -9% | 4.4k | 71.95 |
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| Packaging Corporation of America (PKG) | 0.0 | $307k | 1.3k | 238.28 |
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| Ishares U S Etf Tr (AGRH) | 0.0 | $295k | +6% | 11k | 26.30 |
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| ConocoPhillips (COP) | 0.0 | $279k | 2.7k | 103.96 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $270k | 4.3k | 62.89 |
|
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| Blackrock (BLK) | 0.0 | $267k | 278.00 | 961.56 |
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| Nike (NKE) | 0.0 | $263k | 6.4k | 41.05 |
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| iShares Gold Trust (IAU) | 0.0 | $261k | 3.5k | 75.51 |
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| Sherwin-Williams Company (SHW) | 0.0 | $258k | 750.00 | 344.32 |
|
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| Cisco Systems (CSCO) | 0.0 | $256k | NEW | 2.2k | 117.46 |
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| TJX Companies (TJX) | 0.0 | $245k | 1.6k | 151.50 |
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| Netflix (NFLX) | 0.0 | $245k | 3.4k | 71.40 |
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| Aon (AON) | 0.0 | $241k | 725.00 | 331.69 |
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| Weyerhaeuser Company (WY) | 0.0 | $239k | 10k | 23.94 |
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| Linde (LIN) | 0.0 | $239k | NEW | 461.00 | 518.94 |
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| Clorox Company (CLX) | 0.0 | $239k | -6% | 2.5k | 95.44 |
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| Southern Company (SO) | 0.0 | $235k | 2.5k | 95.71 |
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| Ishares Tr rus200 idx etf (IWL) | 0.0 | $231k | -50% | 1.3k | 184.95 |
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| Palantir Technologies (PLTR) | 0.0 | $228k | NEW | 2.0k | 116.67 |
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| Dell Technologies (DELL) | 0.0 | $227k | NEW | 527.00 | 431.46 |
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| General Dynamics Corporation (GD) | 0.0 | $225k | 634.00 | 354.25 |
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| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $223k | NEW | 1.3k | 178.60 |
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| Morgan Stanley (MS) | 0.0 | $220k | NEW | 1.1k | 209.04 |
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| Timken Company (TKR) | 0.0 | $218k | NEW | 1.5k | 145.32 |
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| Deere & Company (DE) | 0.0 | $217k | -16% | 342.00 | 634.33 |
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| iShares Russell Midcap Index Fund (IWR) | 0.0 | $212k | -41% | 1.9k | 110.32 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $210k | 6.6k | 31.71 |
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| Chesapeake Energy Corp (EXE) | 0.0 | $210k | NEW | 2.3k | 91.19 |
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| Qualcomm (QCOM) | 0.0 | $209k | NEW | 1.1k | 184.79 |
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| Badger Meter (BMI) | 0.0 | $207k | -14% | 1.4k | 148.38 |
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| SYSCO Corporation (SYY) | 0.0 | $206k | NEW | 2.5k | 83.58 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $205k | NEW | 1.9k | 109.77 |
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| Xcel Energy (XEL) | 0.0 | $204k | 2.5k | 80.30 |
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| Ecolab (ECL) | 0.0 | $203k | NEW | 730.00 | 278.61 |
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| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $199k | NEW | 1.6k | 124.42 |
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| Allstate Corporation (ALL) | 0.0 | $194k | NEW | 814.00 | 237.94 |
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $186k | 2.4k | 77.54 |
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| Equinix (EQIX) | 0.0 | $185k | NEW | 177.00 | 1042.39 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $176k | NEW | 231.00 | 763.13 |
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| salesforce (CRM) | 0.0 | $175k | 1.1k | 156.66 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $171k | 335.00 | 509.31 |
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| Intercontinental Exchange (ICE) | 0.0 | $167k | 1.4k | 123.11 |
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| Cbre Group Inc Cl A (CBRE) | 0.0 | $167k | NEW | 1.2k | 134.69 |
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| At&t (T) | 0.0 | $166k | -10% | 8.0k | 20.70 |
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| Innovator Etfs Trust (ZSEP) | 0.0 | $157k | NEW | 5.7k | 27.56 |
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| Intuitive Surgical (ISRG) | 0.0 | $156k | NEW | 392.00 | 397.68 |
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| Boeing Company (BA) | 0.0 | $152k | NEW | 702.00 | 216.47 |
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| 3M Company (MMM) | 0.0 | $149k | NEW | 920.00 | 161.91 |
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| Walt Disney Company (DIS) | 0.0 | $146k | NEW | 1.5k | 96.25 |
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| Novo Nordisk A/S (NVO) | 0.0 | $144k | NEW | 3.0k | 47.94 |
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| UnitedHealth (UNH) | 0.0 | $141k | NEW | 340.00 | 415.63 |
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| Etf Ser Solutions aam lw dur p (PFLD) | 0.0 | $140k | NEW | 7.2k | 19.55 |
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| American Water Works (AWK) | 0.0 | $138k | NEW | 1.1k | 131.58 |
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| J P Morgan Exchange-traded F (JEPI) | 0.0 | $137k | NEW | 2.4k | 56.48 |
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| Verizon Communications (VZ) | 0.0 | $134k | NEW | 3.2k | 42.34 |
|
| Amana Mutual Fund Trust Growth mutual fund (AMAGX) | 0.0 | $132k | NEW | 1.2k | 108.07 |
|
| Constellation Energy (CEG) | 0.0 | $130k | NEW | 522.00 | 248.37 |
|
| Target Corporation (TGT) | 0.0 | $127k | NEW | 970.00 | 130.61 |
|
| KLA-Tencor Corporation (KLAC) | 0.0 | $126k | NEW | 418.00 | 301.70 |
|
| AmerisourceBergen (COR) | 0.0 | $122k | NEW | 431.00 | 282.98 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $121k | NEW | 242.00 | 501.36 |
|
| Datadog Inc Cl A (DDOG) | 0.0 | $119k | NEW | 455.00 | 260.36 |
|
| Biogen Idec (BIIB) | 0.0 | $118k | NEW | 545.00 | 216.07 |
|
| Nextera Energy (NEE) | 0.0 | $116k | NEW | 1.3k | 87.77 |
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| Dominion Resources (D) | 0.0 | $116k | NEW | 1.7k | 68.29 |
|
| T. Rowe Price (TROW) | 0.0 | $114k | NEW | 1.0k | 113.69 |
|
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $111k | NEW | 585.00 | 190.19 |
|
| Amphenol Corporation (APH) | 0.0 | $110k | NEW | 621.00 | 176.32 |
|
| Vanguard Information Technology ETF (VGT) | 0.0 | $107k | NEW | 896.00 | 119.52 |
|
| Vanguard Esg International Stock Etf etf (VSGX) | 0.0 | $104k | NEW | 1.3k | 82.34 |
|
| Network Associates Inc cl a (NET) | 0.0 | $104k | NEW | 423.00 | 245.27 |
|
| Hp (HPQ) | 0.0 | $100k | NEW | 4.5k | 21.94 |
|
| Spotify Technology Sa (SPOT) | 0.0 | $99k | NEW | 216.00 | 459.14 |
|
| Fidelity Value Fund (FDVLX) | 0.0 | $99k | NEW | 5.9k | 16.80 |
|
| Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.0 | $98k | NEW | 600.00 | 163.45 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $95k | NEW | 192.00 | 496.72 |
|
| Fidelity Magellan Fund (FMAGX) | 0.0 | $95k | NEW | 6.0k | 15.77 |
|
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $92k | NEW | 1.0k | 87.91 |
|
| Snowflake Inc Cl A (SNOW) | 0.0 | $90k | NEW | 355.00 | 254.50 |
|
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $90k | NEW | 1.7k | 52.41 |
|
| Cadence Design Systems (CDNS) | 0.0 | $87k | NEW | 232.00 | 375.33 |
|
| Servicenow (NOW) | 0.0 | $86k | NEW | 870.00 | 99.28 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $81k | NEW | 246.00 | 330.47 |
|
| Enbridge (ENB) | 0.0 | $81k | NEW | 1.5k | 54.21 |
|
| Essential Utils (WTRG) | 0.0 | $80k | NEW | 2.1k | 38.31 |
|
| Nushares Etf Tr a (NULG) | 0.0 | $79k | NEW | 672.00 | 117.06 |
|
| Gilead Sciences (GILD) | 0.0 | $78k | NEW | 620.00 | 126.34 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $77k | NEW | 340.00 | 226.81 |
|
| McKesson Corporation (MCK) | 0.0 | $76k | NEW | 101.00 | 755.61 |
|
| General Motors Company (GM) | 0.0 | $76k | NEW | 990.00 | 77.08 |
|
| Yum! Brands (YUM) | 0.0 | $75k | NEW | 469.00 | 159.86 |
|
| D.R. Horton (DHI) | 0.0 | $73k | NEW | 446.00 | 162.88 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $72k | NEW | 1.6k | 45.11 |
|
| Ameriprise Financial (AMP) | 0.0 | $72k | NEW | 156.00 | 458.76 |
|
| O'reilly Automotive (ORLY) | 0.0 | $71k | NEW | 766.00 | 92.09 |
|
| Chubb (CB) | 0.0 | $70k | NEW | 204.00 | 340.74 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $65k | NEW | 193.00 | 334.83 |
|
| Analog Devices (ADI) | 0.0 | $63k | NEW | 159.00 | 397.17 |
|
| Prudential Financial (PRU) | 0.0 | $63k | NEW | 585.00 | 107.93 |
|
| Shopify Inc cl a (SHOP) | 0.0 | $63k | NEW | 552.00 | 114.18 |
|
| Digital Realty Trust (DLR) | 0.0 | $61k | NEW | 340.00 | 179.58 |
|
| Vail Resorts (MTN) | 0.0 | $59k | NEW | 431.00 | 136.15 |
|
| Republic Services (RSG) | 0.0 | $58k | NEW | 271.00 | 213.08 |
|
| Snap-on Incorporated (SNA) | 0.0 | $57k | NEW | 141.00 | 402.40 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $57k | NEW | 77.00 | 736.40 |
|
| Woodward Governor Company (WWD) | 0.0 | $56k | NEW | 132.00 | 425.44 |
|
| Fortune Brands (FBIN) | 0.0 | $56k | NEW | 1.0k | 54.90 |
|
| Entegris (ENTG) | 0.0 | $56k | NEW | 311.00 | 179.86 |
|
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $56k | NEW | 1.9k | 29.43 |
|
| Applovin Corp Class A (APP) | 0.0 | $56k | NEW | 108.00 | 515.21 |
|
| Keysight Technologies (KEYS) | 0.0 | $53k | NEW | 150.00 | 350.07 |
|
| Schlumberger (SLB) | 0.0 | $51k | NEW | 1.1k | 46.49 |
|
| Applied Materials (AMAT) | 0.0 | $51k | NEW | 70.00 | 723.00 |
|
| Vanguard Russell 1000 Value Et (VONV) | 0.0 | $49k | NEW | 460.00 | 106.31 |
|
| Novartis (NVS) | 0.0 | $47k | NEW | 300.00 | 156.72 |
|
| iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $45k | NEW | 2.2k | 20.49 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $44k | NEW | 1.3k | 34.00 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $43k | NEW | 300.00 | 144.61 |
|
| U.S. Bancorp (USB) | 0.0 | $42k | NEW | 700.00 | 60.40 |
|
| Edwards Lifesciences (EW) | 0.0 | $41k | NEW | 450.00 | 90.46 |
|
| Booking Holdings (BKNG) | 0.0 | $40k | NEW | 225.00 | 178.24 |
|
| Us Treasury 2 Year Note Etf (UTWO) | 0.0 | $40k | NEW | 836.00 | 47.96 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $39k | NEW | 421.00 | 93.40 |
|
| Twilio Inc cl a (TWLO) | 0.0 | $39k | NEW | 190.00 | 206.33 |
|
| Fidelity Growth & Income (FGRIX) | 0.0 | $39k | NEW | 526.00 | 74.25 |
|
| Baird Fds Inc Inter Bd Instl mutual funds (BIMIX) | 0.0 | $39k | NEW | 3.7k | 10.41 |
|
| Airbnb (ABNB) | 0.0 | $39k | NEW | 271.00 | 143.11 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $38k | NEW | 150.00 | 255.67 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $37k | NEW | 200.00 | 185.14 |
|
| Hexcel Corporation (HXL) | 0.0 | $37k | NEW | 369.00 | 100.06 |
|
| Metropcs Communications (TMUS) | 0.0 | $36k | NEW | 214.00 | 167.73 |
|
| Sap (SAP) | 0.0 | $36k | NEW | 232.00 | 154.11 |
|
| Qiagen NV Ord Shares (QGEN) | 0.0 | $36k | NEW | 909.00 | 39.10 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $34k | NEW | 446.00 | 76.29 |
|
| Masco Corporation (MAS) | 0.0 | $34k | NEW | 418.00 | 81.37 |
|
| Accenture (ACN) | 0.0 | $34k | NEW | 273.00 | 124.44 |
|
| Wells Fargo & Company (WFC) | 0.0 | $34k | NEW | 405.00 | 82.64 |
|
| Evergy (EVRG) | 0.0 | $33k | NEW | 387.00 | 86.42 |
|
| Enterprise Products Partners (EPD) | 0.0 | $33k | NEW | 900.00 | 36.76 |
|
| Arrow Electronics (ARW) | 0.0 | $33k | NEW | 155.00 | 213.41 |
|
| Consolidated Edison (ED) | 0.0 | $32k | NEW | 290.00 | 110.62 |
|
| Waste Management (WM) | 0.0 | $31k | NEW | 140.00 | 222.89 |
|
| Millicom Intl Cellular S.a. S hs (TIGO) | 0.0 | $31k | NEW | 341.00 | 90.76 |
|
| Landstar System (LSTR) | 0.0 | $31k | NEW | 148.00 | 206.81 |
|
| Simplify Exchange Traded Fun (HEQT) | 0.0 | $30k | NEW | 901.00 | 33.54 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $30k | NEW | 186.00 | 162.36 |
|
| TFS Financial Corporation (TFSL) | 0.0 | $30k | NEW | 1.7k | 17.72 |
|
| Oge Energy Corp (OGE) | 0.0 | $30k | NEW | 617.00 | 48.65 |
|
| Reinsurance Group of America (RGA) | 0.0 | $30k | NEW | 141.00 | 212.65 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $30k | NEW | 94.00 | 316.90 |
|
| Iqvia Holdings (IQV) | 0.0 | $30k | NEW | 153.00 | 193.22 |
|
| Cheniere Energy (LNG) | 0.0 | $29k | NEW | 123.00 | 239.00 |
|
| Oneok (OKE) | 0.0 | $29k | NEW | 338.00 | 86.94 |
|
| Ross Stores (ROST) | 0.0 | $29k | NEW | 138.00 | 212.85 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $29k | NEW | 190.00 | 154.52 |
|
| Lamar Advertising Co-a (LAMR) | 0.0 | $29k | NEW | 185.00 | 155.98 |
|
| Intuit (INTU) | 0.0 | $28k | NEW | 109.00 | 261.00 |
|
| Cintas Corporation (CTAS) | 0.0 | $28k | NEW | 166.00 | 170.07 |
|
| CSX Corporation (CSX) | 0.0 | $28k | NEW | 581.00 | 47.53 |
|
| Darden Restaurants (DRI) | 0.0 | $28k | NEW | 134.00 | 206.00 |
|
| C.H. Robinson Worldwide (CHRW) | 0.0 | $27k | NEW | 142.00 | 188.34 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $27k | NEW | 558.00 | 47.68 |
|
| Emcor (EME) | 0.0 | $27k | NEW | 32.00 | 829.88 |
|
| Centene Corporation (CNC) | 0.0 | $27k | NEW | 413.00 | 64.19 |
|
| Akamai Technologies (AKAM) | 0.0 | $27k | NEW | 224.00 | 118.21 |
|
| Public Service Enterprise (PEG) | 0.0 | $26k | NEW | 324.00 | 81.16 |
|
| CNA Financial Corporation (CNA) | 0.0 | $26k | NEW | 540.00 | 48.61 |
|
| Hanover Insurance (THG) | 0.0 | $26k | NEW | 122.00 | 214.08 |
|
| Wintrust Financial Corporation (WTFC) | 0.0 | $26k | NEW | 162.00 | 160.72 |
|
| Axis Capital Holdings (AXS) | 0.0 | $26k | NEW | 242.00 | 107.44 |
|
| American Financial (AFG) | 0.0 | $26k | NEW | 185.00 | 139.94 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $26k | NEW | 188.00 | 136.95 |
|
| Old Republic International Corporation (ORI) | 0.0 | $26k | NEW | 627.00 | 40.92 |
|
| Targa Res Corp (TRGP) | 0.0 | $26k | NEW | 95.00 | 268.14 |
|
| Wec Energy Group (WEC) | 0.0 | $25k | NEW | 214.00 | 116.77 |
|
| MGIC Investment (MTG) | 0.0 | $25k | NEW | 880.00 | 28.20 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $25k | NEW | 554.00 | 44.53 |
|
| East West Ban (EWBC) | 0.0 | $25k | NEW | 191.00 | 129.09 |
|
| Raymond James Financial (RJF) | 0.0 | $25k | NEW | 162.00 | 152.03 |
|
| Albemarle Corporation (ALB) | 0.0 | $25k | NEW | 182.00 | 135.03 |
|
| EOG Resources (EOG) | 0.0 | $24k | NEW | 188.00 | 129.73 |
|
| Scotts Miracle-Gro Company (SMG) | 0.0 | $24k | NEW | 356.00 | 68.11 |
|
| United Parcel Service (UPS) | 0.0 | $24k | NEW | 225.00 | 107.50 |
|
| United Rentals (URI) | 0.0 | $24k | NEW | 21.00 | 1132.90 |
|
| Synopsys (SNPS) | 0.0 | $24k | NEW | 53.00 | 446.08 |
|
| Doordash (DASH) | 0.0 | $24k | NEW | 128.00 | 184.53 |
|
| Labcorp Holdings (LH) | 0.0 | $24k | NEW | 84.00 | 280.00 |
|
| Stifel Financial (SF) | 0.0 | $24k | NEW | 337.00 | 69.77 |
|
| Sensata Technolo (ST) | 0.0 | $24k | NEW | 492.00 | 47.74 |
|
| iShares MSCI Canada Index (EWC) | 0.0 | $23k | NEW | 400.00 | 57.64 |
|
| Onemain Holdings (OMF) | 0.0 | $23k | NEW | 375.00 | 60.97 |
|
| GATX Corporation (GATX) | 0.0 | $23k | NEW | 127.00 | 177.19 |
|
| Regency Centers Corporation (REG) | 0.0 | $22k | NEW | 279.00 | 79.74 |
|
| Everest Re Group (EG) | 0.0 | $22k | NEW | 61.00 | 357.23 |
|
| UGI Corporation (UGI) | 0.0 | $22k | NEW | 628.00 | 34.54 |
|
| Starwood Property Trust (STWD) | 0.0 | $22k | NEW | 1.3k | 16.38 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $21k | NEW | 46.00 | 450.98 |
|
| Vici Pptys (VICI) | 0.0 | $21k | NEW | 781.00 | 26.55 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $21k | NEW | 156.00 | 132.83 |
|
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $21k | NEW | 300.00 | 68.41 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $21k | NEW | 283.00 | 72.51 |
|
| Western Union Company (WU) | 0.0 | $21k | NEW | 2.7k | 7.70 |
|
| Devon Energy Corporation (DVN) | 0.0 | $20k | NEW | 493.00 | 41.32 |
|
| Principal Financial (PFG) | 0.0 | $20k | NEW | 189.00 | 107.78 |
|
| Halliburton Company (HAL) | 0.0 | $20k | NEW | 600.00 | 33.95 |
|
| Roper Industries (ROP) | 0.0 | $20k | NEW | 60.00 | 338.38 |
|
| Clearway Energy Inc cl c (CWEN) | 0.0 | $20k | NEW | 592.00 | 34.18 |
|
| Skyworks Solutions (SWKS) | 0.0 | $20k | NEW | 297.00 | 67.80 |
|
| Epr Properties (EPR) | 0.0 | $20k | NEW | 344.00 | 58.01 |
|
| CBOE Holdings (CBOE) | 0.0 | $20k | NEW | 81.00 | 242.67 |
|
| Service Corporation International (SCI) | 0.0 | $19k | NEW | 253.00 | 75.96 |
|
| Dolby Laboratories (DLB) | 0.0 | $19k | NEW | 360.00 | 52.58 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $19k | NEW | 50.00 | 372.30 |
|
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $18k | NEW | 84.00 | 219.43 |
|
| Boston Properties (BXP) | 0.0 | $18k | NEW | 265.00 | 66.31 |
|
| Bio-Rad Laboratories (BIO) | 0.0 | $16k | NEW | 55.00 | 293.62 |
|
| Diageo (DEO) | 0.0 | $16k | NEW | 200.00 | 80.38 |
|
| Amdocs Ltd ord (DOX) | 0.0 | $16k | NEW | 316.00 | 50.54 |
|
| Houlihan Lokey Inc cl a (HLI) | 0.0 | $16k | NEW | 117.00 | 134.13 |
|
| Phillips 66 (PSX) | 0.0 | $14k | NEW | 83.00 | 169.05 |
|
| Timkensteel (MTUS) | 0.0 | $14k | NEW | 750.00 | 18.69 |
|
| Domino's Pizza (DPZ) | 0.0 | $14k | NEW | 46.00 | 296.04 |
|
| Progressive Corporation (PGR) | 0.0 | $14k | NEW | 62.00 | 218.45 |
|
| Sba Communications Corp (SBAC) | 0.0 | $13k | NEW | 74.00 | 176.46 |
|
| Americold Rlty Tr (COLD) | 0.0 | $13k | NEW | 825.00 | 15.72 |
|
| Global Payments (GPN) | 0.0 | $13k | NEW | 174.00 | 72.56 |
|
| Williams Companies (WMB) | 0.0 | $12k | NEW | 167.00 | 74.34 |
|
| S&p Global (SPGI) | 0.0 | $12k | NEW | 30.00 | 407.27 |
|
| Eastman Chemical Company (EMN) | 0.0 | $12k | NEW | 182.00 | 66.98 |
|
| Citigroup (C) | 0.0 | $12k | NEW | 86.00 | 139.97 |
|
| Ishares Tr dev val factor (IVLU) | 0.0 | $12k | NEW | 283.00 | 41.82 |
|
| Southwest Gas Corporation (SWX) | 0.0 | $12k | NEW | 131.00 | 88.68 |
|
| J.M. Smucker Company (SJM) | 0.0 | $11k | NEW | 100.00 | 112.50 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $11k | NEW | 90.00 | 117.67 |
|
| Kinder Morgan (KMI) | 0.0 | $10k | NEW | 320.00 | 31.97 |
|
| Realty Income (O) | 0.0 | $10k | NEW | 165.00 | 61.96 |
|
| Franklin Resources (BEN) | 0.0 | $10k | NEW | 300.00 | 33.27 |
|
| Helmerich & Payne (HP) | 0.0 | $9.8k | NEW | 299.00 | 32.74 |
|
| Fidelity Short-Term Bond Idx I | 0.0 | $9.8k | NEW | 974.00 | 10.02 |
|
| Rockwell Automation (ROK) | 0.0 | $9.4k | NEW | 19.00 | 495.11 |
|
| iShares S&P Europe 350 Index (IEV) | 0.0 | $8.8k | NEW | 121.00 | 72.85 |
|
| Murphy Oil Corporation (MUR) | 0.0 | $8.1k | NEW | 249.00 | 32.56 |
|
| Danaher Corporation (DHR) | 0.0 | $7.6k | NEW | 40.00 | 190.47 |
|
| iShares S&P 100 Index (OEF) | 0.0 | $7.3k | NEW | 20.00 | 365.85 |
|
| Ishares Tr etf msci usa (ESGU) | 0.0 | $6.9k | NEW | 42.00 | 163.67 |
|
| American Electric Power Company (AEP) | 0.0 | $6.6k | NEW | 48.00 | 136.81 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $6.3k | NEW | 38.00 | 166.66 |
|
| Avantis US Small Cap Value ETF | 0.0 | $5.6k | NEW | 260.00 | 21.35 |
|
| iShares Russell 1000 Index (IWB) | 0.0 | $5.3k | NEW | 13.00 | 409.54 |
|
| Exelon Corporation (EXC) | 0.0 | $5.0k | NEW | 107.00 | 46.62 |
|
| Ego (EGO) | 0.0 | $4.6k | NEW | 148.00 | 31.09 |
|
| Royalty Pharma (RPRX) | 0.0 | $4.6k | NEW | 82.00 | 56.07 |
|
| Fidelity Equity Income Ii Fund (FEQTX) | 0.0 | $3.5k | NEW | 109.00 | 32.56 |
|
| Entergy Corporation (ETR) | 0.0 | $3.4k | NEW | 30.00 | 114.87 |
|
| Cme (CME) | 0.0 | $3.3k | NEW | 15.00 | 220.80 |
|
| Dt Midstream (DTM) | 0.0 | $3.2k | NEW | 22.00 | 146.73 |
|
| Royal Gold (RGLD) | 0.0 | $3.2k | NEW | 16.00 | 199.62 |
|
| Blackrock Etf Trust us eqt factor (DYNF) | 0.0 | $3.0k | NEW | 44.00 | 68.00 |
|
| Assurant (AIZ) | 0.0 | $3.0k | NEW | 11.00 | 268.55 |
|
| NewMarket Corporation (NEU) | 0.0 | $2.4k | NEW | 3.00 | 791.33 |
|
| Ishares Bitcoin Tr (IBIT) | 0.0 | $2.1k | NEW | 64.00 | 33.30 |
|
| Motorola Solutions (MSI) | 0.0 | $2.1k | NEW | 5.00 | 415.20 |
|
| American Tower Reit (AMT) | 0.0 | $1.8k | NEW | 11.00 | 163.55 |
|
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 2026 Q2 filed Aug. 7, 2026
- Alpine Bank Wealth Management 2026 Q1 filed April 21, 2026
- Alpine Bank Wealth Management 2025 Q4 filed Jan. 15, 2026
- 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