Alpine Bank Wealth Management Purchases in Q1 2025

Alpine Bank Wealth Management

  • $623 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HEQT
Simplify Exchange Traded Fds H
1.85M
New
$28.48 - $30.52 $52.8M - $56.5M
1.85M $52.9B
AGRH
Ishares U S ETF Tr Int Rate Hd

ETFs
1.66M
New
$25.86 - $26.14 $43M - $43.5M
1.66M $43.2B
VUSB
Vanguard Bd Index Fds
790K
New
N/A
790K $39.4B
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
251K
New
$92.03 - $93.95 $23.1M - $23.6M
251K $23.2B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
292K
+ 35.93%
$65.27 - $71.18 $19M - $20.8M
1.1M $73.2B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
146K
+ 31.59%
$91.76 - $103.26 $13.4M - $15.1M
609K $56.3B
ABBV
Abb Vie Inc.

Healthcare
18.5K
New
$169.2 - $216.66 $3.13M - $4.01M
18.5K $3.88B
XVV
Ishares Tr Esg Screened S&P 50

ETFs
78K
New
$42.24 - $47.29 $3.29M - $3.69M
78K $3.34B
AVGO
Broadcom Inc.

Technology
13.7K
New
$167.43 - $244.7 $2.29M - $3.35M
13.7K $2.29B
SIVR
Abrdn Silver ETF Trust

ETFs
34K
New
$28.07 - $32.82 $954K - $1.12M
34K $1.11B
TSLA
Tesla, Inc.

Consumer Cyclical
2.91K
New
$222.15 - $428.22 $646K - $1.25M
2.91K $754M
CI
Cigna Corp

Healthcare
1.99K
New
$274.49 - $329.0 $547K - $656K
1.99K $656M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
149
+ 1.94%
$442.66 - $534.52 $66K - $79.6K
7.85K $4.18B
AZO
Autozone Inc

Consumer Cyclical
143
New
$3193.96 - $3828.11 $457K - $547K
143 $545M
IQLT
Ishares Msci Intl Quality Fact

ETFs
7.82K
New
$36.91 - $41.03 $289K - $321K
7.82K $311M
XOM
Exxon Mobil Corp

Energy
2.06K
+ 9.63%
$105.44 - $118.93 $217K - $244K
23.4K $2.78B
Blackrock Inc
266
New
N/A
266 $252M
SHEL
Shell PLC

Energy
3.24K
New
$62.84 - $73.29 $204K - $238K
3.24K $238M
Us Treasury 6 Month Bill ETF
4.64K
+ 5.7%
N/A
86K $4.32B
GE
General Electric CO

Industrials
999
+ 50.53%
$168.59 - $212.13 $168K - $212K
2.98K $596M
ECL
Ecolab Inc.

Basic Materials
844
New
$229.72 - $269.82 $194K - $228K
844 $214M
KMB
Kimberly Clark Corp

Consumer Defensive
1.47K
+ 367.5%
$124.46 - $147.4 $183K - $217K
1.87K $266M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.21K
New
$142.8 - $176.36 $173K - $214K
1.21K $209M
AWK
American Water Works Company, Inc.

Utilities
1.3K
New
$121.01 - $149.31 $157K - $194K
1.3K $192M
Linde PLC
408
+ 229.21%
N/A
586 $273M
VNQ
Vanguard Specialized Funds Van

ETFs
2.82K
+ 25.74%
$85.55 - $94.34 $241K - $266K
13.8K $1.25B
CBRE
Cbre Group, Inc.

Real Estate
1.31K
New
$121.79 - $147.13 $160K - $193K
1.31K $172M
BX
Blackstone Inc.

Financial Services
1.25K
+ 199.04%
$136.53 - $186.74 $171K - $233K
1.88K $263M
COST
Costco Wholesale Corp

Consumer Defensive
109
+ 13.59%
$890.62 - $1076.86 $97.1K - $117K
911 $862M
Ge Vernova Inc
485
New
N/A
485 $148M
ABC
Amerisourcebergen Corp

Healthcare
472
New
N/A
472 $131M
OBIL
Rbb Fd Inc Us Treas 12 Month B
2.59K
+ 4.59%
N/A
59.1K $2.97B
AMZN
Amazon Com Inc

Consumer Cyclical
426
+ 3.89%
$190.26 - $242.06 $81.1K - $103K
11.4K $2.17B
PG
Procter & Gamble CO

Consumer Defensive
793
+ 12.77%
$158.56 - $176.26 $126K - $140K
7K $1.19B
Equity Defined Protection ETF
4.5K
New
N/A
4.5K $112M
INTU
Intuit Inc

Technology
161
New
$555.63 - $630.23 $89.5K - $101K
161 $98.9M
HON
Honeywell International Inc

Industrials
333
+ 8.64%
$202.75 - $226.52 $67.5K - $75.4K
4.19K $887M
HPQ
Hp Inc

Technology
3.2K
New
$27.69 - $34.72 $88.6K - $111K
3.2K $88.6M
PGR
Progressive Corp

Financial Services
304
New
$235.61 - $291.22 $71.6K - $88.5K
304 $86M
AMT
American Tower Corp

Real Estate
400
+ 125.0%
$173.46 - $217.6 $69.4K - $87K
720 $157M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
333
New
$221.78 - $273.45 $73.9K - $91.1K
333 $75.8M
SPOT
Spotify Technology S.A.

Communication Services
128
New
$457.79 - $648.32 $58.6K - $83K
128 $70.4M
WMT
Walmart Inc.

Consumer Defensive
583
+ 32.92%
$84.5 - $105.05 $49.3K - $61.2K
2.35K $207M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.02K
New
N/A
1.02K $62.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
500
New
$119.38 - $161.42 $59.7K - $80.7K
500 $59.7M
HLN
Haleon PLC

Healthcare
5.49K
New
$9.02 - $10.67 $49.5K - $58.5K
5.49K $56.4M
KO
Coca Cola CO

Consumer Defensive
748
+ 7.17%
$60.81 - $72.32 $45.5K - $54.1K
11.2K $801M
EW
Edwards Lifesciences Corp

Healthcare
648
+ 144.0%
$67.95 - $76.19 $44K - $49.4K
1.1K $79.6M
CTRA
Coterra Energy Inc.

Energy
1.62K
New
$25.51 - $29.83 $41.2K - $48.2K
1.62K $46.7M
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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