Alpine Bank Wealth Management Incresed Positions in Q1 2025

Alpine Bank Wealth Management

  • $623 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
292K
+ 35.93%
$65.27 - $71.18 $19M - $20.8M
1.1M $73.2B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
146K
+ 31.59%
$91.76 - $103.26 $13.4M - $15.1M
609K $56.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
149
+ 1.94%
$442.66 - $534.52 $66K - $79.6K
7.85K $4.18B
XOM
Exxon Mobil Corp

Energy
2.06K
+ 9.63%
$105.44 - $118.93 $217K - $244K
23.4K $2.78B
Us Treasury 6 Month Bill ETF
4.64K
+ 5.7%
N/A
86K $4.32B
GE
General Electric CO

Industrials
999
+ 50.53%
$168.59 - $212.13 $168K - $212K
2.98K $596M
KMB
Kimberly Clark Corp

Consumer Defensive
1.47K
+ 367.5%
$124.46 - $147.4 $183K - $217K
1.87K $266M
Linde PLC
408
+ 229.21%
N/A
586 $273M
VNQ
Vanguard Specialized Funds Van

ETFs
2.82K
+ 25.74%
$85.55 - $94.34 $241K - $266K
13.8K $1.25B
BX
Blackstone Inc.

Financial Services
1.25K
+ 199.04%
$136.53 - $186.74 $171K - $233K
1.88K $263M
OBIL
Rbb Fd Inc Us Treas 12 Month B
2.59K
+ 4.59%
N/A
59.1K $2.97B
AMZN
Amazon Com Inc

Consumer Cyclical
426
+ 3.89%
$190.26 - $242.06 $81.1K - $103K
11.4K $2.17B
PG
Procter & Gamble CO

Consumer Defensive
793
+ 12.77%
$158.56 - $176.26 $126K - $140K
7K $1.19B
HON
Honeywell International Inc

Industrials
333
+ 8.64%
$202.75 - $226.52 $67.5K - $75.4K
4.19K $887M
AMT
American Tower Corp

Real Estate
400
+ 125.0%
$173.46 - $217.6 $69.4K - $87K
720 $157M
WMT
Walmart Inc.

Consumer Defensive
583
+ 32.92%
$84.5 - $105.05 $49.3K - $61.2K
2.35K $207M
KO
Coca Cola CO

Consumer Defensive
748
+ 7.17%
$60.81 - $72.32 $45.5K - $54.1K
11.2K $801M
EW
Edwards Lifesciences Corp

Healthcare
648
+ 144.0%
$67.95 - $76.19 $44K - $49.4K
1.1K $79.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
284
+ 67.46%
$165.25 - $224.62 $46.9K - $63.8K
705 $117M
BA
Boeing CO

Industrials
199
+ 50.9%
$148.15 - $186.25 $29.5K - $37.1K
590 $101M
LPLA
Lpl Financial Holdings Inc.

Financial Services
82
+ 54.67%
$308.87 - $383.33 $25.3K - $31.4K
232 $75.9M
JNJ
Johnson & Johnson

Healthcare
50
+ 0.64%
$142.06 - $167.7 $7.1K - $8.39K
7.91K $1.31B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7
+ 10.45%
$1187.71 - $1432.58 $8.31K - $10K
74 $106M
CRWD
Crowd Strike Holdings, Inc.

Technology
36
+ 17.22%
$308.86 - $455.36 $11.1K - $16.4K
245 $86.4M
QCOM
Qualcomm Inc

Technology
247
+ 34.07%
$151.94 - $175.86 $37.5K - $43.4K
972 $149M
CRM
Salesforce, Inc.

Technology
107
+ 12.17%
$268.36 - $359.95 $28.7K - $38.5K
986 $265M
SO
Southern CO

Utilities
200
+ 8.85%
$80.96 - $92.96 $16.2K - $18.6K
2.46K $226M
NOC
Northrop Grumman Corp

Industrials
53
+ 17.67%
$433.45 - $513.82 $23K - $27.2K
353 $181M
D
Dominion Energy, Inc

Utilities
376
+ 34.94%
$52.85 - $57.43 $19.9K - $21.6K
1.45K $81.4M
SNOW
Snowflake Inc.

Technology
53
+ 22.18%
$146.16 - $192.78 $7.75K - $10.2K
292 $42.7M
EOG
Eog Resources Inc

Energy
112
+ 74.67%
$120.54 - $138.05 $13.5K - $15.5K
262 $33.6M
SONY
Sony Group Corp

Technology
1.88K
+ 400.0%
$19.88 - $25.64 $37.4K - $48.2K
2.35K $59.7M
MELI
Mercadolibre Inc

Consumer Cyclical
11
+ 13.92%
$1739.0 - $2260.0 $19.1K - $24.9K
90 $176M
CDNS
Cadence Design Systems Inc

Technology
71
+ 23.2%
$233.96 - $324.52 $16.6K - $23K
377 $95.9M
DXCM
Dexcom Inc

Healthcare
151
+ 35.12%
$67.74 - $90.75 $10.2K - $13.7K
581 $39.7M
VRT
Vertiv Holdings CO

Industrials
167
+ 130.47%
N/A
295 $21.3M
DIS
Walt Disney CO

Communication Services
30
+ 1.57%
$96.87 - $114.0 $2.91K - $3.42K
1.94K $191M
ROST
Ross Stores, Inc.

Consumer Cyclical
36
+ 35.29%
$123.3 - $154.95 $4.44K - $5.58K
138 $17.6M
COLD
Americold Realty Trust

Real Estate
235
+ 39.83%
$20.74 - $23.05 $4.87K - $5.42K
825 $17.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
28
+ 1.02%
$182.82 - $196.21 $5.12K - $5.49K
2.77K $522M
SLB
Schlumberger Limited

Energy
20
+ 2.5%
$38.4 - $43.74 $768 - $875
820 $34.3M
CNC
Centene Corp

Healthcare
70
+ 27.34%
$55.93 - $65.89 $3.92K - $4.61K
326 $19.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.42K
+ 200.0%
$27.01 - $28.54 $119K - $126K
6.64K $186M
RLI
Rli Corp

Financial Services
74
+ 36.63%
$71.75 - $163.21 $5.31K - $12.1K
276 $22.2M
PANW
Palo Alto Networks Inc

Technology
605
+ 84.62%
$167.82 - $208.28 $102K - $126K
1.32K $225M
TSCO
Tractor Supply CO

Consumer Cyclical
266
+ 178.52%
$51.66 - $57.94 $13.7K - $15.4K
415 $22.9M
NEE
Nextera Energy Inc

Utilities
1.45K
+ 14.39%
$66.96 - $76.16 $96.8K - $110K
11.5K $815M
CAT
Caterpillar Inc

Industrials
8
+ 1.26%
$326.75 - $407.63 $2.61K - $3.26K
644 $212M
TGT
Target Corp

Consumer Defensive
40
+ 4.3%
$103.65 - $142.5 $4.15K - $5.7K
970 $101M
Activity Summary
Buys All Purchases 128 New Holdings 74 Increased Positions 54 Sells All Sells 240 Reductions 145 Sold out 95 Options Calls 0 Puts 0
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