Alpine Bank Wealth Management Purchases in Q2 2025

Alpine Bank Wealth Management

  • $662 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BAH
Booz Allen Hamilton Holding Corp

Industrials
594
New
$99.97 - $129.69 $59.4K - $77K
594 $61.9M
V
Visa Inc.

Financial Services
140
+ 7.48%
$308.27 - $373.31 $43.2K - $52.3K
2.01K $714M
SHOP
Shopify Inc.

Technology
294
+ 29.4%
$76.89 - $115.35 $22.6K - $33.9K
1.29K $149M
BA
Boeing CO

Industrials
127
+ 21.53%
$136.59 - $217.51 $17.3K - $27.6K
717 $150M
HUBS
Hubspot Inc

Technology
82
New
$487.07 - $672.24 $39.9K - $55.1K
82 $45.6M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
112
+ 53.33%
$421.16 - $509.5 $47.2K - $57.1K
322 $143M
TJX
Tjx Companies Inc

Consumer Cyclical
304
+ 18.58%
$119.13 - $135.03 $36.2K - $41K
1.94K $240M
DE
Deere & CO

Industrials
45
+ 10.98%
$412.99 - $531.48 $18.6K - $23.9K
455 $231M
MA
Mastercard Inc

Financial Services
24
+ 1.35%
$479.92 - $590.74 $11.5K - $14.2K
1.8K $1.01B
HTGC
Hercules Capital, Inc.

Financial Services
1.83K
New
$16.24 - $19.1 $29.7K - $34.9K
1.83K $33.4M
EEMV
Ishares Msci Emerging Markets

ETFs
423
New
$54.12 - $62.8 $22.9K - $26.6K
423 $26.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
50
+ 1.8%
$166.82 - $194.23 $8.34K - $9.71K
2.82K $548M
CDNS
Cadence Design Systems Inc

Technology
20
+ 5.31%
$231.64 - $323.08 $4.63K - $6.46K
397 $122M
ISRG
Intuitive Surgical Inc

Healthcare
31
+ 23.66%
$451.58 - $565.94 $14K - $17.5K
162 $88M
SCHA
Schwab Strategic Tr Us Small C

ETFs
870
New
$20.42 - $25.3 $17.8K - $22K
870 $22M
ROP
Roper Technologies Inc

Industrials
39
+ 68.42%
$519.19 - $590.78 $20.2K - $23K
96 $54.4M
VFH
Vanguard Financial ETF

ETFs
159
New
$104.87 - $127.3 $16.7K - $20.2K
159 $20.2M
DHI
Horton D R Inc

Consumer Cyclical
147
+ 30.69%
$115.1 - $129.63 $16.9K - $19.1K
626 $80.7M
EWBC
East West Bancorp Inc

Financial Services
191
New
$71.03 - $101.75 $13.6K - $19.4K
191 $19.3M
TTD
Trade Desk, Inc.

Technology
113
+ 17.74%
$45.27 - $79.4 $5.12K - $8.97K
750 $54M
EW
Edwards Lifesciences Corp

Healthcare
159
+ 14.48%
$67.07 - $78.22 $10.7K - $12.4K
1.26K $98.3M
XLV
Select Sector Spdr Fund Health

ETFs
132
New
$128.77 - $144.3 $17K - $19K
132 $17.8M
XLP
Consumer Staples Sector Spdr

ETFs
198
New
N/A
198 $16M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
207
New
$59.57 - $75.11 $12.3K - $15.5K
207 $15.5M
SCHO
Schwab Short Term Us Treasury

ETFs
636
New
$24.19 - $24.45 $15.4K - $15.6K
636 $15.5M
WAT
Waters Corp

Healthcare
42
New
$307.71 - $366.67 $12.9K - $15.4K
42 $14.7M
SPGI
S&P Global Inc.

Financial Services
24
+ 36.92%
$438.31 - $527.29 $10.5K - $12.7K
89 $46.9M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2
+ 0.6%
$201.28 - $266.34 $403 - $533
335 $89.2M
NOC
Northrop Grumman Corp

Industrials
30
+ 8.5%
$456.3 - $540.39 $13.7K - $16.2K
383 $191M
SMG
Scotts Miracle Gro CO

Basic Materials
119
+ 50.21%
$48.21 - $66.48 $5.74K - $7.91K
356 $23.5M
XLE
Energy Sector Spdr

ETFs
123
New
$76.44 - $94.13 $9.4K - $11.6K
123 $10.4M
SWKS
Skyworks Solutions, Inc.

Technology
106
+ 55.5%
$49.2 - $74.95 $5.22K - $7.94K
297 $22.1M
ENTG
Entegris Inc

Technology
132
+ 73.74%
$62.92 - $86.2 $8.31K - $11.4K
311 $25.1M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
9
+ 20.0%
$328.01 - $475.68 $2.95K - $4.28K
54 $25.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
38
New
$212.1 - $244.27 $8.06K - $9.28K
38 $8.31M
AZN
Astrazeneca PLC

Healthcare
168
+ 17.04%
$64.87 - $75.0 $10.9K - $12.6K
1.15K $80.6M
HXL
Hexcel Corp

Industrials
128
+ 53.11%
$47.49 - $57.32 $6.08K - $7.34K
369 $20.8M
XLY
Select Sector Spdr Consumer Di

ETFs
33
New
$176.34 - $218.59 $5.82K - $7.21K
33 $7.17M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
111
+ 6.45%
$51.68 - $52.76 $5.74K - $5.86K
1.83K $96.6M
IQV
Iqvia Holdings Inc.

Healthcare
46
+ 42.99%
$137.0 - $174.37 $6.3K - $8.02K
153 $24.1M
DFAI
Dimensional ETF Tr

ETFs
144
New
$28.02 - $34.71 $4.03K - $5K
144 $4.98M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
36
New
$116.93 - $119.39 $4.21K - $4.3K
36 $4.29M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
51
New
$65.04 - $82.18 $3.32K - $4.19K
51 $4.19M
SPIB
Spdr Portfolio Intermediate Te

ETFs
87
New
$32.62 - $33.58 $2.84K - $2.92K
87 $2.92M
Ishares Bitcoin Trust ETF
25
+ 27.17%
N/A
117 $7.16M
LLY
Eli Lilly & CO

Healthcare
46
+ 4.21%
$713.71 - $898.95 $32.8K - $41.4K
1.14K $888M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
928
+ 1254.05%
$87.84 - $1441.89 $81.5K - $1.34M
1K $90.3M
CVX
Chevron Corp

Energy
594
+ 5.94%
$133.73 - $168.51 $79.4K - $100K
10.6K $1.52B
AAPL
Apple Inc.

Technology
113
+ 0.48%
$172.42 - $223.89 $19.5K - $25.3K
23.7K $4.87B
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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