Alpine Bank Wealth Management Reduced Holdings in Q1 2025

Alpine Bank Wealth Management

  • $623 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Simplify Mbs ETF
-805K
- 96.56%
N/A
28.7K $1.44B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-818K
- 91.84%
$40.34 - $45.45 $33M - $37.2M
72.7K $3.21B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-273K
- 83.3%
$87.68 - $94.52 $24M - $25.8M
54.8K $5.14B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-481K
- 81.39%
$50.48 - $51.04 $24.3M - $24.6M
110K $5.58B
USFR
Wisdomtree Floating Rate Treas

ETFs
-411K
- 27.61%
$50.29 - $50.5 $20.7M - $20.7M
1.08M $54.2B
VUG
Vanguard Growth ETF

ETFs
-45.6K
- 63.46%
$369.1 - $427.61 $16.8M - $19.5M
26.3K $9.74B
WFC
Wells Fargo & Company

Financial Services
-148K
- 99.44%
$66.78 - $81.42 $9.88M - $12M
833 $59.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-33.8K
- 9.09%
$57.21 - $65.8 $1.93M - $2.22M
338K $19.7B
LLY
Eli Lilly & CO

Healthcare
-1.62K
- 59.7%
$725.72 - $929.72 $1.17M - $1.51M
1.09K $903M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-17.5K
- 96.3%
$77.67 - $90.15 $1.36M - $1.58M
672 $52.6M
MSFT
Microsoft Corp

Technology
-426
- 2.86%
$375.39 - $447.2 $160K - $191K
14.5K $5.43B
CL
Colgate Palmolive CO

Consumer Defensive
-220
- 0.26%
$85.68 - $97.5 $18.8K - $21.5K
84.4K $7.91B
VEA
Vanguard Ftse Developed Market

ETFs
-13.8K
- 18.91%
$47.4 - $52.99 $654K - $732K
59.2K $3.01B
INTC
Intel Corp

Technology
-35.2K
- 75.84%
$19.1 - $27.39 $671K - $963K
11.2K $254M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.07K
- 3.16%
$183.02 - $207.75 $196K - $222K
32.8K $6.11B
IVV
Ishares Core S&P 500 ETF

ETFs
-71
- 0.17%
$554.06 - $615.85 $39.3K - $43.7K
42.4K $23.8B
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.81K
- 63.99%
$82.81 - $92.93 $564K - $633K
3.84K $326M
MRK
Merck & Co., Inc.

Healthcare
-2.02K
- 12.6%
$83.01 - $101.02 $168K - $204K
14K $1.26B
ORCL
Oracle Corp

Technology
-581
- 3.86%
$139.81 - $186.47 $81.2K - $108K
14.5K $2.02B
LOW
Lowes Companies Inc

Consumer Cyclical
-210
- 1.61%
$222.66 - $268.42 $46.8K - $56.4K
12.8K $2.98B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.98K
- 24.33%
$74.85 - $84.89 $447K - $507K
18.6K $1.52B
VO
Vanguard Mid Cap ETF

ETFs
-1.65K
- 8.98%
$251.87 - $277.95 $415K - $458K
16.7K $4.32B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.98K
- 10.5%
$102.49 - $119.96 $203K - $238K
16.9K $1.77B
VB
Vanguard Small Cap ETF

ETFs
-498
- 2.35%
$217.89 - $252.64 $109K - $126K
20.7K $4.58B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.59K
- 4.76%
$81.62 - $96.63 $129K - $153K
31.7K $2.64B
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.47K
- 17.87%
$237.72 - $276.98 $350K - $407K
6.76K $1.65B
IVW
Ishares S&P 500 Growth ETF

ETFs
-900
- 1.1%
$92.45 - $106.69 $83.2K - $96K
80.8K $7.5B
AAPL
Apple Inc.

Technology
-166
- 0.7%
$209.68 - $247.1 $34.8K - $41K
23.6K $5.25B
PEP
Pepsico Inc

Consumer Defensive
-209
- 1.64%
$142.64 - $156.42 $29.8K - $32.7K
12.5K $1.88B
VOE
Vanguard Mid Cap Value Index F

ETFs
-440
- 1.45%
$156.61 - $168.02 $68.9K - $73.9K
29.9K $4.8B
GOOG
Alphabet Inc.

Communication Services
-305
- 1.47%
$156.06 - $207.71 $47.6K - $63.4K
20.4K $3.18B
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.03K
- 3.42%
$56.51 - $62.98 $115K - $128K
57.4K $3.48B
LMT
Lockheed Martin Corp

Industrials
-89
- 6.44%
$423.19 - $506.29 $37.7K - $45.1K
1.29K $577M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-4.33K
- 6.19%
N/A
65.7K $3.28B
HD
Home Depot, Inc.

Consumer Cyclical
-321
- 13.16%
$347.25 - $424.87 $111K - $136K
2.12K $777M
AZN
Astrazeneca PLC

Healthcare
-2.63K
- 72.75%
$65.37 - $77.96 $172K - $205K
986 $72.5M
GOOGL
Alphabet Inc.

Communication Services
-559
- 6.14%
$154.33 - $206.19 $86.3K - $115K
8.55K $1.32B
AMAT
Applied Materials Inc

Technology
-912
- 92.87%
$145.06 - $195.51 $132K - $178K
70 $10.2M
GIS
General Mills Inc

Consumer Defensive
-399
- 3.49%
$57.56 - $65.3 $23K - $26.1K
11K $660M
GD
General Dynamics Corp

Industrials
-552
- 49.51%
$241.94 - $272.58 $134K - $150K
563 $153M
UNH
Unitedhealth Group Inc

Healthcare
-253
- 42.31%
$461.52 - $548.18 $117K - $139K
345 $181M
EEM
Ishares Msci Emerging Markets

ETFs
-3.44K
- 91.98%
$40.81 - $45.34 $140K - $156K
300 $13.1M
AMD
Advanced Micro Devices Inc

Technology
-504
- 35.9%
$96.63 - $129.55 $48.7K - $65.3K
900 $92.5M
EFG
Msci Eafe Growth ETF

ETFs
-960
- 37.5%
$96.1 - $106.37 $92.3K - $102K
1.6K $160M
ADI
Analog Devices Inc

Technology
-477
- 77.94%
$201.56 - $243.82 $96.1K - $116K
135 $27.2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-600
- 6.47%
$117.4 - $131.02 $70.4K - $78.6K
8.67K $1.04B
ACN
Accenture PLC

Technology
-236
- 34.2%
$300.91 - $398.25 $71K - $94K
454 $142M
ETN
Eaton Corp PLC

Industrials
-172
- 18.84%
$271.83 - $371.23 $46.8K - $63.9K
741 $201M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-169
- 8.78%
$360.07 - $417.26 $60.9K - $70.5K
1.76K $634M
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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