Alpine Bank Wealth Management Closed Holding Positions

Alpine Bank Wealth Management

  • $623 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
KR
Kroger CO

Consumer Defensive
Q1 2025 Filed on Apr 23, 2025
719
$58.36 - $67.72 $42K - $48.7K
RRX
Regal Rexnord Corp

Industrials
Q1 2025 Filed on Apr 23, 2025
150
$113.85 - $167.1 $17.1K - $25.1K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
Q1 2025 Filed on Apr 23, 2025
1,271
$34.94 - $44.24 $44.4K - $56.2K
T. Rowe Price Emerg Mkts Stock
Q1 2025 Filed on Apr 23, 2025
435
N/A
SPXC
Spx Corp

Industrials
Q1 2025 Filed on Apr 23, 2025
105
$128.78 - $154.37 $13.5K - $16.2K
SBGSY
Schneider Electric Se Unsponso

Industrials
Q1 2025 Filed on Apr 23, 2025
1,019
$45.92 - $56.77 $46.8K - $57.8K
XLK
Technology Sector Spdr

ETFs
Q1 2025 Filed on Apr 23, 2025
1,000
$206.38 - $242.18 $206K - $242K
SON
Sonoco Products CO

Consumer Cyclical
Q1 2025 Filed on Apr 23, 2025
522
$44.71 - $49.22 $23.3K - $25.7K
SUI
Sun Communities Inc

Real Estate
Q1 2025 Filed on Apr 23, 2025
385
$120.53 - $136.43 $46.4K - $52.5K
American Tax Exempt Bond Fund
Q1 2025 Filed on Apr 23, 2025
10,729
N/A
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
Q1 2025 Filed on Apr 23, 2025
121
N/A
PEG
Public Service Enterprise Group Inc

Utilities
Q1 2025 Filed on Apr 23, 2025
633
$78.2 - $90.39 $49.5K - $57.2K
Parnassus Value Equity Institu
Q1 2025 Filed on Apr 23, 2025
3,312
N/A
LYFT
Lyft, Inc.

Technology
Q1 2025 Filed on Apr 23, 2025
500
$11.27 - $15.12 $5.64K - $7.56K
MAR
Marriott International Inc

Consumer Cyclical
Q1 2025 Filed on Apr 23, 2025
285
$237.01 - $304.45 $67.5K - $86.8K
Matthews Pacific Tiger Investo
Q1 2025 Filed on Apr 23, 2025
1,678
N/A
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q1 2025 Filed on Apr 23, 2025
794
$80.4 - $103.55 $63.8K - $82.2K
American New Pers Class A
Q1 2025 Filed on Apr 23, 2025
238
N/A
American New World Fund Cl
Q1 2025 Filed on Apr 23, 2025
500
N/A
OVV
Ovintiv Inc.

Energy
Q1 2025 Filed on Apr 23, 2025
450
$37.84 - $45.91 $17K - $20.7K
OXM
Oxford Industries Inc

Consumer Cyclical
Q1 2025 Filed on Apr 23, 2025
65
$55.24 - $88.05 $3.59K - $5.72K
UWMC
Uwm Holdings Corp

Financial Services
Q1 2025 Filed on Apr 23, 2025
5,358
$5.43 - $6.63 $29.1K - $35.5K
VVV
Valvoline Inc

Energy
Q1 2025 Filed on Apr 23, 2025
595
$34.44 - $40.19 $20.5K - $23.9K
Vanguard World Fund Ftse Socil
Q1 2025 Filed on Apr 23, 2025
9,837
N/A
American Funds Washington Mutu
Q1 2025 Filed on Apr 23, 2025
625
N/A
ACGL
Arch Capital Group Ltd.

Financial Services
Q1 2025 Filed on Apr 23, 2025
290
$88.13 - $96.94 $25.6K - $28.1K
NU
Nu Holdings Ltd.

Financial Services
Q1 2025 Filed on Apr 23, 2025
1,627
$10.12 - $13.95 $16.5K - $22.7K
NVT
N Vent Electric PLC

Industrials
Q1 2025 Filed on Apr 23, 2025
405
$52.42 - $75.4 $21.2K - $30.5K
TEL
Te Connectivity Ltd.

Technology
Q1 2025 Filed on Apr 23, 2025
180
$140.64 - $156.98 $25.3K - $28.3K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
Q1 2025 Filed on Apr 23, 2025
11,099
$2.51 - $3.16 $27.9K - $35.1K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q1 2025 Filed on Apr 23, 2025
393
$69.82 - $78.67 $27.4K - $30.9K
Qiagen Nv
Q1 2025 Filed on Apr 23, 2025
415
N/A
Yandex Nv Class A
Q1 2025 Filed on Apr 23, 2025
246
N/A
Veralto Corp
Q1 2025 Filed on Apr 23, 2025
5
N/A
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2025 Filed on Apr 23, 2025
310
$271.18 - $303.12 $84.1K - $94K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2025 Filed on Apr 23, 2025
3,201
$507.05 - $563.67 $1.62M - $1.8M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q1 2025 Filed on Apr 23, 2025
1,014
$96.93 - $109.51 $98.3K - $111K
Vanguard Balanced Index Fund A
Q1 2025 Filed on Apr 23, 2025
32,603
N/A
Vanguard Small Cap Value Index
Q1 2025 Filed on Apr 23, 2025
3,438
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2025 Filed on Apr 23, 2025
1,577
$71.17 - $73.66 $112K - $116K
Vanguard Target Retirement 206
Q1 2025 Filed on Apr 23, 2025
163
N/A
Vanguard Target Retirement 204
Q1 2025 Filed on Apr 23, 2025
788
N/A
Vanguard Target Retirement 203
Q1 2025 Filed on Apr 23, 2025
1,639
N/A
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2025 Filed on Apr 23, 2025
68
$42.5 - $46.71 $2.89K - $3.18K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2025 Filed on Apr 23, 2025
30,218
$63.07 - $73.5 $1.91M - $2.22M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2025 Filed on Apr 23, 2025
170
$203.38 - $274.79 $34.6K - $46.7K
KMTUY
Komatsu LTD Adr New

Industrials
Q1 2025 Filed on Apr 23, 2025
938
$26.36 - $31.59 $24.7K - $29.6K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2025 Filed on Apr 23, 2025
166
$32.96 - $44.43 $5.47K - $7.38K
CPRT
Copart Inc

Consumer Cyclical
Q1 2025 Filed on Apr 23, 2025
352
$52.3 - $59.83 $18.4K - $21.1K
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