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
SPY
Spdr S&P 500 ETF Trust

ETFs
-111
- 7.83%
$551.42 - $612.93 $61.2K - $68K
1.31K $731M
UBER
Uber Technologies, Inc

Technology
-1.05K
- 43.06%
$63.17 - $81.49 $66K - $85.2K
1.38K $101M
ADBE
Adobe Inc.

Technology
-74
- 20.39%
$377.84 - $464.11 $28K - $34.3K
289 $111M
TJX
Tjx Companies Inc

Consumer Cyclical
-679
- 29.33%
$112.81 - $126.16 $76.6K - $85.7K
1.64K $199M
MSI
Motorola Solutions, Inc.

Technology
-158
- 63.45%
$411.73 - $482.1 $65.1K - $76.2K
91 $39.8M
BIIB
Biogen Inc.

Healthcare
-108
- 10.77%
$133.43 - $153.27 $14.4K - $16.6K
895 $122M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-90
- 49.18%
$497.6 - $606.74 $44.8K - $54.6K
93 $46.3M
FISV
Fiserv Inc

Technology
-389
- 81.21%
N/A
90 $19.9M
SBUX
Starbucks Corp

Consumer Cyclical
-786
- 4.04%
$91.75 - $115.81 $72.1K - $91K
18.7K $1.83B
CTAS
Cintas Corp

Industrials
-278
- 95.21%
$182.09 - $208.14 $50.6K - $57.9K
14 $2.88M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-832
- 39.73%
$55.47 - $61.45 $46.2K - $51.1K
1.26K $74.4M
ADP
Automatic Data Processing Inc

Industrials
-809
- 11.89%
$286.85 - $318.64 $232K - $258K
5.99K $1.83B
ETR
Entergy Corp

Utilities
-377
- 92.63%
$75.26 - $87.89 $28.4K - $33.1K
30 $2.57M
BDX
Becton Dickinson & CO

Healthcare
-200
- 61.54%
$222.79 - $249.08 $44.6K - $49.8K
125 $28.6M
TTD
Trade Desk, Inc.

Technology
-128
- 16.73%
$53.59 - $126.58 $6.86K - $16.2K
637 $34.9M
CB
Chubb LTD

Financial Services
-166
- 35.32%
$257.71 - $301.99 $42.8K - $50.1K
304 $91.8M
KMI
Kinder Morgan, Inc.

Energy
-1.92K
- 85.68%
$26.1 - $31.22 $50K - $59.8K
320 $9.13M
MMM
3 M CO

Industrials
-376
- 25.13%
$129.7 - $155.12 $48.8K - $58.3K
1.12K $164M
PSA
Public Storage

Real Estate
-62
- 18.73%
$288.99 - $313.98 $17.9K - $19.5K
269 $80.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-10
- 52.63%
$4295.4 - $5141.88 $43K - $51.4K
9 $41.5M
AMGN
Amgen Inc

Healthcare
-82
- 7.35%
$258.59 - $327.36 $21.2K - $26.8K
1.03K $322M
KLAC
Kla Corp

Technology
-41
- 44.09%
$636.62 - $777.63 $26.1K - $31.9K
52 $35.4M
YUM
Yum Brands Inc

Consumer Cyclical
-300
- 50.0%
$123.25 - $162.53 $37K - $48.8K
300 $47.2M
NEU
Newmarket Corp

Basic Materials
-66
- 95.65%
$482.93 - $570.11 $31.9K - $37.6K
3 $1.7M
DHR
Danaher Corp

Healthcare
-100
- 46.3%
$201.62 - $250.59 $20.2K - $25.1K
116 $23.8M
CME
Cme Group Inc.

Financial Services
-182
- 60.26%
$225.82 - $266.54 $41.1K - $48.5K
120 $31.8M
DVY
Ishares Tr

ETFs
-227
- 5.37%
$128.58 - $138.1 $29.2K - $31.3K
4K $537M
PKG
Packaging Corp Of America

Consumer Cyclical
-132
- 40.12%
$192.03 - $242.13 $25.3K - $32K
197 $39M
WM
Waste Management Inc

Industrials
-157
- 67.09%
$200.54 - $233.78 $31.5K - $36.7K
77 $17.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-56
- 34.36%
$468.34 - $539.52 $26.2K - $30.2K
107 $50.2M
SYK
Stryker Corp

Healthcare
-178
- 5.12%
$355.18 - $399.9 $63.2K - $71.2K
3.3K $1.23B
RPRX
Royalty Pharma PLC

Healthcare
-916
- 91.78%
$25.75 - $33.86 $23.6K - $31K
82 $2.55M
MPC
Marathon Petroleum Corp

Energy
-100
- 16.67%
$134.72 - $159.03 $13.5K - $15.9K
500 $72.8M
DLR
Digital Realty Trust, Inc.

Real Estate
-105
- 23.6%
$142.1 - $183.56 $14.9K - $19.3K
340 $48.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-223
- 3.75%
$279.74 - $321.29 $62.4K - $71.6K
5.73K $1.79B
ASML
Asml Holding Nv

Technology
-11
- 14.47%
$662.63 - $776.99 $7.29K - $8.55K
65 $43.1M
AIZ
Assurant, Inc.

Financial Services
-108
- 44.63%
$198.92 - $218.67 $21.5K - $23.6K
134 $28.1M
EGP
Eastgroup Properties Inc

Real Estate
-99
- 44.39%
$155.63 - $187.46 $15.4K - $18.6K
124 $21.8M
RGLD
Royal Gold Inc

Basic Materials
-159
- 44.92%
$132.55 - $163.51 $21.1K - $26K
195 $31.9M
DTM
Dt Midstream, Inc.

Energy
-286
- 51.91%
$86.95 - $113.75 $24.9K - $32.5K
265 $25.6M
ISRG
Intuitive Surgical Inc

Healthcare
-36
- 21.56%
$476.63 - $610.45 $17.2K - $22K
131 $64.9M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-2.05K
- 49.4%
$9.49 - $14.83 $19.4K - $30.4K
2.1K $28.6M
GILD
Gilead Sciences, Inc.

Healthcare
-401
- 39.51%
$89.14 - $117.41 $35.7K - $47.1K
614 $68.8M
CBOE
Cboe Global Markets, Inc.

Financial Services
-88
- 46.07%
$190.84 - $226.29 $16.8K - $19.9K
103 $23.3M
MCO
Moodys Corp

Financial Services
-31
- 22.79%
$437.8 - $527.48 $13.6K - $16.4K
105 $48.9M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-40
- 42.11%
$402.33 - $489.71 $16.1K - $19.6K
55 $25.3M
ORI
Old Republic International Corp

Financial Services
-523
- 40.14%
$33.46 - $39.22 $17.5K - $20.5K
780 $30.6M
CMCSA
Comcast Corp

Communication Services
-300
- 40.54%
$33.19 - $38.23 $9.96K - $11.5K
440 $16.2M
SPGI
S&P Global Inc.

Financial Services
-25
- 27.78%
$478.26 - $543.77 $12K - $13.6K
65 $33M
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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