Alpine Bank Wealth Management Portfolio Holdings
Alpine Bank Wealth Management
- $623 Billion
- Q1 2025
Alpine Bank Wealth Management has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $623 Billion distributed in 626 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $73.2B, Invesco ETF Tr Ii S&P 500 Mome with a value of $56.3B, Wisdomtree Floating Rate Treas with a value of $54.2B, Simplify Exchange Traded Fds H with a value of $52.9B, and Ishares U S ETF Tr Int Rate Hd with a value of $43.2B.
Examining the 13F form we can see an decrease of $2.75B in the current position value, from $626B to 623B. Also it can be appreciated an additional of 74 stocks purchases and 95 closed positions.
Alpine Bank Wealth Management is based out at Grand Junction, CO
Below you can find more details about Alpine Bank Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 626
- Current Value $623 Billion
- Prior Value $626 Billion
- Filing
- Period Q1 2025
- Filing Date April 23, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 74 stocks
- Additional Purchases 54 stocks
- Sold out of 95 stocks
- Reduced holdings in 145 stocks