Alpine Bank Wealth Management

Alpine Bank Wealth Management as of March 31, 2026

Portfolio Holdings for Alpine Bank Wealth Management

Alpine Bank Wealth Management holds 161 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jp Morgan Exchange Traded Fd fund (JCPB) 13.2 $91M 1.9M 47.08
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) 12.9 $89M 792k 112.11
Ishares Tr edge us fixd inm (SYSB) 12.6 $87M 974k 89.00
Invesco Exchange W&p 500 Qualit equities (SPHQ) 5.9 $40M 536k 75.19
Wisdomtree Tr (GDE) 5.7 $39M 621k 62.90
iShares S&P 500 Index (IVV) 4.0 $28M 43k 653.21
iShares S&P MidCap 400 Index (IJH) 3.3 $23M 333k 67.53
Wisdomtree Floating Rate Treasury Fund (USFR) 1.9 $13M 265k 50.34
Vanguard Growth ETF (VUG) 1.7 $11M 26k 436.79
RBB (TBIL) 1.6 $11M 220k 49.86
iShares Russell 2000 Index (IWM) 1.6 $11M 43k 248.00
iShares S&P 500 Growth Index (IVW) 1.3 $9.1M 80k 113.11
Invesco Exchng Traded Fd Tr (IDMO) 1.2 $8.2M 149k 54.84
Us Treasury 6 Month Bill Etf (XBIL) 1.1 $7.7M 154k 50.03
Apple (AAPL) 0.9 $6.0M 24k 253.79
Alphabet Inc Class C cs (GOOG) 0.9 $6.0M 21k 286.86
Colgate-Palmolive Company (CL) 0.8 $5.7M 67k 85.23
Vanguard Mid-Cap Value ETF (VOE) 0.8 $5.4M 29k 184.28
Wisdomtree Cboe S&p 500 Putwri (WTPI) 0.8 $5.3M 165k 31.91
iShares S&P 500 Value Index (IVE) 0.8 $5.3M 25k 211.15
Microsoft Corporation (MSFT) 0.8 $5.2M 14k 370.17
JPMorgan Chase & Co. (JPM) 0.7 $5.1M 17k 294.16
NVIDIA Corporation (NVDA) 0.7 $5.0M 29k 174.40
Vanguard Mid-Cap ETF (VO) 0.7 $4.5M 16k 287.18
Broadcom (AVGO) 0.6 $4.5M 14k 309.51
Berkshire Hathaway (BRK.A) 0.6 $4.3M 6.00 718140.00
Vanguard FTSE All-World ex-US ETF (VEU) 0.6 $4.2M 56k 75.10
Abbvie (ABBV) 0.6 $4.1M 19k 217.49
Ishares Tr usa min vo (USMV) 0.6 $4.0M 43k 92.74
Vanguard Small-Cap ETF (VB) 0.6 $3.9M 15k 261.92
Vanguard Europe Pacific ETF (VEA) 0.5 $3.7M 58k 64.08
Berkshire Hathaway (BRK.B) 0.5 $3.6M 7.6k 479.20
Exxon Mobil Corporation (XOM) 0.5 $3.5M 21k 169.66
RBB (OBIL) 0.5 $3.5M 71k 50.08
Vanguard Small-Cap Growth ETF (VBK) 0.5 $3.5M 12k 302.25
Ishares Tr (XVV) 0.5 $3.5M 70k 49.22
Ishares Tr esg us agr bd (EAGG) 0.4 $3.0M 64k 47.55
Innovator Etfs Trust (ZNOV) 0.4 $3.0M 113k 26.55
Innov Eq Def 1yr Dec Etf (ZDEK) 0.4 $3.0M 116k 25.62
Innovator Etfs Trust (ZFEB) 0.4 $2.9M 115k 25.39
Goldman Sachs (GS) 0.4 $2.9M 3.4k 845.99
Lowe's Companies (LOW) 0.4 $2.8M 12k 236.28
iShares S&P MidCap 400 Growth (IJK) 0.4 $2.7M 26k 100.62
Vanguard Small-Cap Value ETF (VBR) 0.4 $2.6M 12k 217.25
Vanguard Value ETF (VTV) 0.4 $2.6M 13k 196.20
Amazon (AMZN) 0.4 $2.5M 12k 208.27
Aberdeen Standard Physical Silver Shares Etf etf (SIVR) 0.4 $2.4M 34k 71.61
Facebook Inc cl a (META) 0.4 $2.4M 4.3k 572.13
Alphabet Inc Class A cs (GOOGL) 0.3 $2.2M 7.6k 287.56
Oracle Corporation (ORCL) 0.3 $2.2M 15k 147.11
iShares Russell Midcap Value Index (IWS) 0.3 $2.2M 15k 145.74
Chevron Corporation (CVX) 0.3 $2.1M 10k 206.90
Johnson & Johnson (JNJ) 0.3 $2.0M 8.0k 244.44
iShares S&P SmallCap 600 Value Idx (IJS) 0.3 $2.0M 17k 118.45
iShares S&P SmallCap 600 Index (IJR) 0.3 $1.9M 15k 124.31
McDonald's Corporation (MCD) 0.3 $1.8M 5.9k 310.79
Pepsi (PEP) 0.3 $1.7M 11k 155.29
Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) 0.2 $1.7M 38k 44.62
American Express Company (AXP) 0.2 $1.6M 5.4k 302.48
iShares MSCI EAFE Index Fund (EFA) 0.2 $1.6M 17k 97.13
Starbucks Corporation (SBUX) 0.2 $1.6M 18k 89.59
Merck & Co (MRK) 0.2 $1.6M 13k 120.29
Vanguard REIT ETF (VNQ) 0.2 $1.6M 18k 88.70
Abbott Laboratories (ABT) 0.2 $1.6M 16k 102.67
Ishares Tr intl dev ql fc (IQLT) 0.2 $1.5M 32k 46.23
Norfolk Southern (NSC) 0.2 $1.5M 5.1k 287.00
Janus Detroit Str Tr (JAAA) 0.2 $1.5M 29k 50.37
Vanguard Bd Index Fds (VUSB) 0.2 $1.4M 28k 49.78
Simplify Exchange Traded Fun (BUCK) 0.2 $1.4M 58k 23.50
Ishares Tr (TLTW) 0.2 $1.4M 60k 22.62
Tesla Motors (TSLA) 0.2 $1.3M 3.5k 371.75
Eli Lilly & Co. (LLY) 0.2 $1.2M 1.4k 919.77
Automatic Data Processing (ADP) 0.2 $1.2M 5.9k 203.18
Vanguard Mid-Cap Growth ETF (VOT) 0.2 $1.2M 4.5k 257.35
Caterpillar (CAT) 0.2 $1.1M 1.6k 708.46
Texas Instruments Incorporated (TXN) 0.2 $1.1M 5.8k 194.14
Costco Wholesale Corporation (COST) 0.2 $1.1M 1.1k 996.43
Stryker Corporation (SYK) 0.2 $1.1M 3.3k 328.59
International Business Machines (IBM) 0.2 $1.1M 4.4k 242.39
iShares S&P MidCap 400 Value Index (IJJ) 0.2 $1.0M 7.9k 132.50
Air Products & Chemicals (APD) 0.1 $1.0M 3.5k 290.49
Home Depot (HD) 0.1 $990k 3.0k 328.89
Amplify Etf Tr a (DIVO) 0.1 $985k 22k 44.85
Honeywell International (HON) 0.1 $979k 4.3k 226.03
iShares Russell Midcap Growth Idx. (IWP) 0.1 $979k 7.6k 128.12
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $944k 10k 90.53
General Electric (GE) 0.1 $909k 3.2k 283.77
Pfizer (PFE) 0.1 $901k 32k 28.08
MasterCard Incorporated (MA) 0.1 $897k 1.8k 499.66
Global X Mlp Etf etf (MLPA) 0.1 $860k 16k 53.87
Proshares Tr (ISPY) 0.1 $855k 20k 43.35
Procter & Gamble Company (PG) 0.1 $820k 5.7k 144.44
Union Pacific Corporation (UNP) 0.1 $802k 3.3k 242.62
Invesco Variable Rate Preferred Etf etf (VRP) 0.1 $798k 33k 23.98
Spdr S&p 500 Etf (SPY) 0.1 $795k 1.2k 650.34
iShares Russell 1000 Growth Index (IWF) 0.1 $748k 1.8k 426.40
Raytheon Technologies Corp (RTX) 0.1 $706k 3.7k 192.90
Uscf Etf Tr (USG) 0.1 $697k 19k 36.94
Vanguard High Dividend Yield ETF (VYM) 0.1 $672k 4.5k 148.10
AFLAC Incorporated (AFL) 0.1 $669k 6.1k 109.71
Lockheed Martin Corporation (LMT) 0.1 $633k 1.0k 604.39
Philip Morris International (PM) 0.1 $619k 3.7k 165.34
Coca-Cola Company (KO) 0.1 $606k 8.0k 76.05
Bristol Myers Squibb (BMY) 0.1 $600k 9.9k 60.67
Ge Vernova (GEV) 0.1 $593k 679.00 872.90
iShares Russell 1000 Value Index (IWD) 0.1 $587k 2.7k 213.67
iShares Dow Jones Select Dividend (DVY) 0.1 $551k 3.6k 151.41
Vanguard Dividend Appreciation ETF (VIG) 0.1 $514k 2.4k 215.06
Ishares U S Etf Tr int rt hdg c b (LQDH) 0.1 $504k 5.5k 92.34
Bank of America Corporation (BAC) 0.1 $504k 10k 48.75
Intel Corporation (INTC) 0.1 $495k 11k 44.20
AutoZone (AZO) 0.1 $483k 143.00 3377.78
Emerson Electric (EMR) 0.1 $444k 3.4k 131.02
Dover Corporation (DOV) 0.1 $444k 2.1k 208.45
Amgen (AMGN) 0.1 $440k 1.3k 351.85
Wal-Mart Stores (WMT) 0.1 $421k 3.4k 124.28
General Mills (GIS) 0.1 $414k 11k 37.22
Advanced Micro Devices (AMD) 0.1 $414k 2.0k 203.43
iShares Russell 2000 Growth Index (IWO) 0.1 $411k 1.3k 313.81
Corning Incorporated (GLW) 0.1 $408k 3.0k 135.97
iShares MSCI EAFE Value Index (EFV) 0.1 $405k 5.4k 74.35
Travelers Companies (TRV) 0.1 $403k 1.4k 291.68
Ishares Tr rus200 idx etf (IWL) 0.1 $401k 2.5k 160.48
Visa (V) 0.1 $387k 1.3k 302.24
Duke Energy (DUK) 0.1 $365k 2.8k 130.94
Vanguard Mega Cap 300 Index (MGC) 0.1 $364k 1.5k 236.35
Cigna Corp (CI) 0.1 $362k 1.4k 266.75
ConocoPhillips (COP) 0.1 $354k 2.7k 132.00
Nike (NKE) 0.0 $340k 6.4k 53.00
Parker-Hannifin Corporation (PH) 0.0 $338k 378.00 895.24
Netflix (NFLX) 0.0 $330k 3.4k 96.15
Altria (MO) 0.0 $323k 4.9k 65.99
iShares Russell Midcap Index Fund (IWR) 0.0 $319k 3.3k 97.23
W.W. Grainger (GWW) 0.0 $311k 285.00 1090.81
iShares Gold Trust (IAU) 0.0 $305k 3.5k 88.16
iShares Russell 3000 Index (IWV) 0.0 $297k 800.00 370.68
Taiwan Semiconductor Mfg (TSM) 0.0 $291k 860.00 337.95
Eaton (ETN) 0.0 $285k 796.00 357.67
Clorox Company (CLX) 0.0 $277k 2.7k 103.63
Ishares U S Etf Tr (AGRH) 0.0 $275k 11k 26.12
Packaging Corporation of America (PKG) 0.0 $273k 1.3k 212.22
Cummins (CMI) 0.0 $269k 500.00 538.02
Blackrock (BLK) 0.0 $267k 278.00 961.71
At&t (T) 0.0 $260k 9.0k 28.99
TJX Companies (TJX) 0.0 $259k 1.6k 159.70
Freeport-McMoRan Copper & Gold (FCX) 0.0 $253k 4.3k 58.78
Badger Meter (BMI) 0.0 $247k 1.6k 152.35
Weyerhaeuser Company (WY) 0.0 $244k 10k 24.43
Sherwin-Williams Company (SHW) 0.0 $240k 750.00 320.55
Southern Company (SO) 0.0 $238k 2.5k 96.52
Aon (AON) 0.0 $234k 725.00 322.78
Deere & Company (DE) 0.0 $231k 410.00 563.30
Palo Alto Networks (PANW) 0.0 $229k 1.4k 160.32
Northrop Grumman Corporation (NOC) 0.0 $229k 335.00 682.24
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $223k 2.4k 93.00
General Dynamics Corporation (GD) 0.0 $218k 634.00 343.22
Intercontinental Exchange (ICE) 0.0 $214k 1.4k 157.28
salesforce (CRM) 0.0 $208k 1.1k 186.67
Schwab Strategic Tr us dividend eq (SCHD) 0.0 $204k 6.6k 30.68
Xcel Energy (XEL) 0.0 $201k 2.5k 79.44
Entrepreneurshares Series Tr (XOVR) 0.0 $169k 10k 16.89