Alpine Bank Wealth Management Purchases in Q3 2025

Alpine Bank Wealth Management

  • $711 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
721K
+ 84.35%
$46.37 - $47.77 $33.4M - $34.4M
1.57M $74.9B
VUG
Vanguard Growth ETF

ETFs
50.4K
+ 211.78%
$433.97 - $484.08 $21.9M - $24.4M
74.2K $35.6B
GDE
Wisdomtree Tr Efficient Gold P

ETFs
112K
+ 16.79%
$47.23 - $57.41 $5.29M - $6.43M
779K $44.7B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
51.7K
+ 6.44%
$110.74 - $122.12 $5.72M - $6.31M
855K $103B
GOOG
Alphabet Inc.

Communication Services
584
+ 2.88%
$175.16 - $255.24 $102K - $149K
20.8K $5.08B
OBIL
Rbb Fd Inc Us Treas 12 Month B
21.1K
+ 43.63%
N/A
69.5K $3.5B
Us Treasury 6 Month Bill ETF
20.9K
+ 110.79%
N/A
39.9K $2B
ORCL
Oracle Corp

Technology
351
+ 2.41%
$218.96 - $328.33 $76.9K - $115K
14.9K $4.19B
IVW
Ishares S&P 500 Growth ETF

ETFs
53
+ 0.07%
$108.97 - $121.65 $5.78K - $6.45K
80.5K $9.71B
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.08%
$184.85 - $231.54 $2.59K - $3.24K
18.2K $4.21B
XVV
Ishares Tr Esg Screened S&P 50

ETFs
10.4K
+ 14.74%
$47.64 - $51.71 $498K - $540K
81.3K $4.19B
Pro Shares S&P 500 High Income
16.8K
+ 598.15%
N/A
19.6K $883M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
16.9K
+ 612.99%
$42.39 - $44.63 $716K - $754K
19.7K $876M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
32.2K
+ 640.67%
N/A
37.3K $871M
BUCK
Simplify Exchange Traded Fds S
28K
+ 640.18%
N/A
32.4K $773M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
34K
+ 654.99%
$19.5 - $19.83 $662K - $673K
39.1K $771M
SGOL
Abrdn Gold ETF Trust

ETFs
14K
+ 100.0%
$31.18 - $36.81 $437K - $515K
28K $1.03B
GLDX
Uscf ETF Tr Gold Strategy Plus
14.8K
+ 638.4%
$34.95 - $35.45 $517K - $524K
17.1K $663M
MLPA
Global X Mlp ETF

ETFs
12K
+ 660.33%
$48.25 - $51.56 $578K - $618K
13.8K $668M
GOOGL
Alphabet Inc.

Communication Services
23
+ 0.29%
$174.36 - $254.72 $4.01K - $5.86K
7.87K $1.91B
JPM
Jpmorgan Chase & CO

Financial Services
30
+ 0.17%
$282.78 - $316.06 $8.48K - $9.48K
17.7K $5.58B
TSLA
Tesla, Inc.

Consumer Cyclical
196
+ 6.84%
$293.94 - $444.72 $57.6K - $87.2K
3.06K $1.36B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.12K
+ 42.37%
$46.86 - $48.27 $427K - $440K
30.6K $1.47B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.39K
+ 5.19%
$55.61 - $57.37 $300K - $309K
109K $6.24B
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.03%
$696.56 - $806.32 $697 - $806
3.41K $2.72B
GLW
Corning Inc

Technology
3K
New
$51.6 - $82.03 $155K - $246K
3K $246M
CVX
Chevron Corp

Energy
16
+ 0.15%
$145.57 - $161.83 $2.33K - $2.59K
10.6K $1.65B
XOM
Exxon Mobil Corp

Energy
135
+ 0.62%
$105.83 - $117.22 $14.3K - $15.8K
21.9K $2.47B
HD
Home Depot, Inc.

Consumer Cyclical
49
+ 1.85%
$357.4 - $423.42 $17.5K - $20.7K
2.69K $1.09B
CAT
Caterpillar Inc

Industrials
2
+ 0.15%
$390.92 - $477.15 $782 - $954
1.32K $628M
Ferguson Enterprises Inc
414
New
N/A
414 $93M
APP
App Lovin Corp

Technology
68
+ 66.02%
$335.1 - $718.54 $22.8K - $48.9K
171 $123M
AMD
Advanced Micro Devices Inc

Technology
352
+ 39.11%
$134.8 - $184.42 $47.4K - $64.9K
1.25K $203M
PH
Parker Hannifin Corp

Industrials
47
+ 13.43%
$697.13 - $769.67 $32.8K - $36.2K
397 $301M
Blackrock Inc
18
+ 6.84%
N/A
281 $328M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.89K
New
$24.46 - $26.5 $46.3K - $50.1K
1.89K $49.8M
BAC
Bank Of America Corp

Financial Services
24
+ 0.23%
$44.92 - $52.42 $1.08K - $1.26K
10.4K $534M
Simplify Mbs ETF
666
+ 3.21%
N/A
21.4K $1.08B
Equity Defined Protection ETF
1.2K
+ 26.67%
N/A
5.7K $151M
IQLT
Ishares Msci Intl Quality Fact

ETFs
49
+ 0.15%
$41.43 - $44.2 $2.03K - $2.17K
32.9K $1.45B
ETN
Eaton Corp PLC

Industrials
55
+ 7.42%
$342.99 - $392.76 $18.9K - $21.6K
796 $298M
BSX
Boston Scientific Corp

Healthcare
340
New
$97.03 - $108.14 $33K - $36.8K
340 $33.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
424
New
$76.16 - $78.59 $32.3K - $33.3K
424 $33.1M
CTAS
Cintas Corp

Industrials
153
+ 1092.86%
$199.29 - $226.27 $30.5K - $34.6K
167 $34.3M
AFG
American Financial Group Inc

Financial Services
207
New
$122.42 - $145.72 $25.3K - $30.2K
207 $30.2M
APH
Amphenol Corp

Technology
243
New
$97.39 - $125.4 $23.7K - $30.5K
243 $30.1M
YUM
Yum Brands Inc

Consumer Cyclical
189
+ 63.0%
$139.5 - $153.94 $26.4K - $29.1K
489 $74.3M
TOST
Toast, Inc.

Technology
814
New
$36.51 - $49.3 $29.7K - $40.1K
814 $29.7M
CSCO
Cisco Systems, Inc.

Technology
453
+ 24.26%
$66.2 - $71.79 $30K - $32.5K
2.32K $159M
Activity Summary
Buys All Purchases 119 New Holdings 31 Increased Positions 88 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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