Alpine Bank Wealth Management Sells in Q2 2025

Alpine Bank Wealth Management

  • $662 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HEQT
Simplify Exchange Traded Fds H
-1.85M
- 99.95%
$27.22 - $30.05 $50.4M - $55.6M
901 $27.1M
AGRH
Ishares U S ETF Tr Int Rate Hd

ETFs
-1.64M
- 98.55%
$25.52 - $25.99 $41.8M - $42.6M
24K $623M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-233K
- 92.82%
$88.49 - $92.4 $20.6M - $21.6M
18.1K $1.67B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-301K
- 27.26%
$59.24 - $71.39 $17.8M - $21.5M
803K $57.2B
VBR
Vanguard Small Cap Value ETF

ETFs
-20.1K
- 61.32%
$162.76 - $195.77 $3.27M - $3.94M
12.7K $2.47B
Us Treasury 6 Month Bill ETF
-67.1K
- 78.02%
N/A
18.9K $948M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-56.4K
- 51.23%
$49.79 - $50.75 $2.81M - $2.86M
53.7K $2.72B
VB
Vanguard Small Cap ETF

ETFs
-4.63K
- 22.4%
$193.73 - $237.37 $897K - $1.1M
16K $3.8B
NEE
Nextera Energy Inc

Utilities
-10.2K
- 88.47%
$64.11 - $75.0 $652K - $763K
1.33K $92.1M
OBIL
Rbb Fd Inc Us Treas 12 Month B
-10.7K
- 18.07%
N/A
48.4K $2.43B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-242
- 3.08%
$483.48 - $539.8 $117K - $131K
7.61K $3.69B
CL
Colgate Palmolive CO

Consumer Defensive
-2.2K
- 2.6%
$87.57 - $96.0 $192K - $211K
82.2K $7.47B
XOM
Exxon Mobil Corp

Energy
-1.59K
- 6.8%
$99.93 - $119.04 $159K - $189K
21.8K $2.35B
Simplify Mbs ETF
-7.93K
- 27.64%
N/A
20.7K $1.04B
PEP
Pepsico Inc

Consumer Defensive
-618
- 4.94%
$128.02 - $151.37 $79.1K - $93.5K
11.9K $1.57B
PG
Procter & Gamble CO

Consumer Defensive
-1.33K
- 18.98%
$157.66 - $172.39 $210K - $229K
5.67K $904M
LOW
Lowes Companies Inc

Consumer Cyclical
-428
- 3.35%
$210.83 - $235.28 $90.2K - $101K
12.4K $2.74B
MRK
Merck & Co., Inc.

Healthcare
-1.04K
- 7.41%
$73.47 - $87.12 $76.3K - $90.5K
13K $1.03B
JNJ
Johnson & Johnson

Healthcare
-631
- 7.98%
$146.36 - $159.82 $92.4K - $101K
7.28K $1.11B
BMY
Bristol Myers Squibb CO

Healthcare
-472
- 4.25%
$44.12 - $59.6 $20.8K - $28.1K
10.6K $492M
MCD
Mcdonalds Corp

Consumer Cyclical
-232
- 4.05%
$285.55 - $321.23 $66.2K - $74.5K
5.5K $1.61B
DVY
Ishares Tr

ETFs
-1.25K
- 31.25%
$118.37 - $134.86 $148K - $169K
2.75K $365M
BX
Blackstone Inc.

Financial Services
-1.25K
- 66.56%
$120.07 - $151.11 $150K - $189K
628 $93.9M
UNH
Unitedhealth Group Inc

Healthcare
-274
- 79.42%
$274.35 - $599.47 $75.2K - $164K
71 $22.1M
AMT
American Tower Corp

Real Estate
-709
- 98.47%
$203.96 - $228.19 $145K - $162K
11 $2.43M
SPY
Spdr S&P 500 ETF Trust

ETFs
-367
- 28.08%
$496.48 - $617.85 $182K - $227K
940 $581M
CLX
Clorox CO

Consumer Defensive
-460
- 14.18%
$118.01 - $148.69 $54.3K - $68.4K
2.79K $334M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4.25K
- 13.41%
$73.7 - $90.98 $313K - $387K
27.5K $2.5B
SBUX
Starbucks Corp

Consumer Cyclical
-100
- 0.54%
$79.69 - $99.41 $7.97K - $9.94K
18.6K $1.7B
ADBE
Adobe Inc.

Technology
-283
- 97.92%
$340.0 - $420.68 $96.2K - $119K
6 $2.32M
NKE
Nike, Inc.

Consumer Cyclical
-2.42K
- 25.93%
$53.27 - $72.04 $129K - $174K
6.9K $490M
LMT
Lockheed Martin Corp

Industrials
-225
- 17.41%
$430.82 - $486.45 $96.9K - $109K
1.07K $494M
NVO
Novo Nordisk A S

Healthcare
-1.12K
- 21.92%
$58.08 - $81.05 $65.2K - $90.9K
4K $276M
APD
Air Products & Chemicals, Inc.

Basic Materials
-100
- 2.77%
$248.61 - $294.96 $24.9K - $29.5K
3.51K $989M
SHEL
Shell PLC

Energy
-844
- 26.02%
$59.75 - $73.05 $50.4K - $61.7K
2.4K $169M
TMUS
T Mobile Us, Inc.

Communication Services
-217
- 40.04%
$220.99 - $268.54 $48K - $58.3K
325 $77.4M
AMGN
Amgen Inc

Healthcare
-100
- 9.68%
$262.28 - $309.85 $26.2K - $31K
933 $261M
EXR
Extra Space Storage Inc.

Real Estate
-382
- 65.64%
$126.61 - $152.99 $48.4K - $58.4K
200 $29.5M
MFC
Manulife Financial Corp

Financial Services
-1.78K
- 78.2%
$26.93 - $32.44 $47.9K - $57.7K
496 $15.9M
MO
Altria Group, Inc.

Consumer Defensive
-800
- 14.94%
$55.56 - $60.91 $44.4K - $48.7K
4.56K $267M
BIIB
Biogen Inc.

Healthcare
-350
- 39.11%
$113.38 - $135.49 $39.7K - $47.4K
545 $68.4M
PSA
Public Storage

Real Estate
-177
- 65.8%
$266.31 - $309.77 $47.1K - $54.8K
92 $27M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-150
- 64.66%
$283.31 - $388.96 $42.5K - $58.3K
82 $30.7M
KO
Coca Cola CO

Consumer Defensive
-500
- 4.47%
$68.37 - $73.9 $34.2K - $37K
10.7K $756M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.12K
- 6.63%
$90.56 - $109.49 $101K - $123K
15.8K $1.72B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-313
- 19.29%
$224.16 - $285.86 $70.2K - $89.5K
1.31K $374M
MSI
Motorola Solutions, Inc.

Technology
-86
- 94.51%
$394.72 - $440.39 $33.9K - $37.9K
5 $2.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-71
- 76.34%
$390.26 - $489.06 $27.7K - $34.7K
22 $8.92M
SYY
Sysco Corp

Consumer Defensive
-500
- 16.87%
$68.0 - $75.91 $34K - $38K
2.46K $187M
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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