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.
Portfolio value
$623 Billion
ETFs: $399 Billion
Technology: $23.7 Billion
Financial Services: $23.1 Billion
Consumer Defensive: $15.6 Billion
Healthcare: $14.9 Billion
Consumer Cyclical: $12.6 Billion
Industrials: $9.96 Billion
Communication Services: $8.43 Billion
Other: $10.5 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
