Alpine Bank Wealth Management Purchases in Q2 2025

Alpine Bank Wealth Management

  • $662 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
854K
New
$45.9 - $47.2 $39.2M - $40.3M
854K $40.2B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
194K
+ 31.84%
$82.32 - $112.47 $16M - $21.8M
803K $90.3B
GDE
Wisdomtree Tr Efficient Gold P

ETFs
667K
New
$35.4 - $47.16 $23.6M - $31.5M
667K $31.5B
VUSB
Vanguard Bd Index Fds
464K
+ 58.75%
N/A
1.25M $62.5B
USFR
Wisdomtree Floating Rate Treas

ETFs
412K
+ 38.25%
$50.28 - $50.47 $20.7M - $20.8M
1.49M $74.9B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
124K
+ 188.93%
N/A
190K $9.49B
JEPI
J P Morgan Exchange Traded Fd

ETFs
104K
New
$51.14 - $57.0 $5.31M - $5.92M
104K $5.9B
IVV
Ishares Core S&P 500 ETF

ETFs
454
+ 1.07%
$498.8 - $620.9 $226K - $282K
42.9K $26.6B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
24.5K
+ 33.69%
$39.69 - $51.24 $972K - $1.25M
97.1K $4.98B
AVGO
Broadcom Inc.

Technology
804
+ 5.88%
$146.29 - $275.65 $118K - $222K
14.5K $3.99B
ORCL
Oracle Corp

Technology
86
+ 0.59%
$122.82 - $218.63 $10.6K - $18.8K
14.5K $3.18B
IQLT
Ishares Msci Intl Quality Fact

ETFs
25K
+ 319.57%
$35.9 - $43.76 $898K - $1.09M
32.8K $1.42B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11.2K
+ 20.34%
$85.42 - $94.39 $953K - $1.05M
66K $6.19B
MGC
Vanguard Mega Cap ETF

ETFs
2.2K
New
$179.23 - $224.92 $394K - $494K
2.2K $494M
Innovator Etfs Trust
18.8K
New
N/A
18.8K $460M
Innovator Etfs Trust
18.8K
New
N/A
18.8K $457M
SGOL
Abrdn Gold ETF Trust

ETFs
14K
New
$28.39 - $32.75 $397K - $459K
14K $442M
NFLX
Netflix Inc

Communication Services
171
+ 35.77%
$855.86 - $1339.13 $146K - $229K
649 $869M
VNQ
Vanguard Specialized Funds Van

ETFs
4.75K
+ 34.46%
$79.79 - $91.42 $379K - $434K
18.5K $1.65B
VO
Vanguard Mid Cap ETF

ETFs
40
+ 0.24%
$228.54 - $279.83 $9.14K - $11.2K
16.8K $4.69B
VOT
Vanguard Mid Cap Growth Index

ETFs
193
+ 2.86%
$216.28 - $284.39 $41.7K - $54.9K
6.95K $1.98B
CAT
Caterpillar Inc

Industrials
670
+ 104.04%
$273.94 - $388.21 $184K - $260K
1.31K $510M
ESMV
Ishares Tr Ishares Esg Msci Us
8.25K
New
N/A
8.25K $239M
IBM
International Business Machines Corp

Technology
42
+ 1.03%
$221.03 - $294.78 $9.28K - $12.4K
4.14K $1.22B
HD
Home Depot, Inc.

Consumer Cyclical
526
+ 24.82%
$335.24 - $380.78 $176K - $200K
2.65K $970M
Entrepreneurshares Series Trus
10K
New
N/A
10K $191M
BHP
Bhp Group LTD

Basic Materials
3.44K
+ 616.85%
$40.22 - $50.88 $138K - $175K
4K $192M
XEL
Xcel Energy Inc

Utilities
2.44K
+ 328.36%
$65.65 - $72.39 $160K - $177K
3.19K $217M
UNP
Union Pacific Corp

Industrials
778
+ 30.2%
$208.27 - $238.46 $162K - $186K
3.35K $772M
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
3.2K
New
N/A
3.2K $155M
EFA
Ishares Tr Msci Eafe ETF

ETFs
129
+ 0.69%
$72.96 - $90.39 $9.41K - $11.7K
18.7K $1.67B
IWF
Ishares Russell 1000 Gr ETF

ETFs
81
+ 4.62%
$320.42 - $424.58 $26K - $34.4K
1.84K $780M
Proshares Tr
2.8K
New
N/A
2.8K $119M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.76K
New
$37.18 - $42.55 $103K - $117K
2.76K $117M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
5.03K
New
N/A
5.03K $117M
BUCK
Simplify Exchange Traded Fds S
4.38K
New
N/A
4.38K $104M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
641
+ 15.63%
$114.78 - $133.31 $73.6K - $85.5K
4.74K $632M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
5.19K
New
$19.39 - $20.21 $101K - $105K
5.19K $102M
VTI
Vanguard Total Stock Market Et

ETFs
325
New
$243.75 - $303.93 $79.2K - $98.8K
325 $98.8M
MLPA
Global X Mlp ETF

ETFs
1.82K
New
$46.47 - $54.16 $84.3K - $98.3K
1.82K $91.1M
XLK
Technology Sector Spdr

ETFs
345
New
$179.73 - $253.23 $62K - $87.4K
345 $87.4M
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 4.5%
$908.13 - $1056.85 $37.2K - $43.3K
952 $942M
GLDX
Uscf ETF Tr Gold Strategy Plus
2.32K
New
$34.47 - $36.35 $79.8K - $84.2K
2.32K $80.5M
DIS
Walt Disney CO

Communication Services
223
+ 11.51%
$81.72 - $124.01 $18.2K - $27.7K
2.16K $268M
CEG
Constellation Energy Corp

Utilities
176
+ 107.32%
$170.96 - $322.76 $30.1K - $56.8K
340 $110M
MGK
Vanguard Mega Cap Growth ETF

ETFs
209
New
$273.67 - $366.17 $57.2K - $76.5K
209 $76.5M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.58K
+ 7.92%
$46.41 - $47.7 $73.3K - $75.3K
21.5K $1.02B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
115
+ 16.31%
$141.37 - $228.57 $16.3K - $26.3K
820 $186M
ABT
Abbott Laboratories

Healthcare
85
+ 0.55%
$123.95 - $138.08 $10.5K - $11.7K
15.5K $2.11B
Activity Summary
Buys All Purchases 100 New Holdings 39 Increased Positions 61 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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