Alpine Bank Wealth Management Purchases in Q3 2025

Alpine Bank Wealth Management

  • $711 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
90
+ 14.33%
$152.77 - $188.68 $13.7K - $17K
718 $123M
SCI
Service Corp International

Consumer Cyclical
344
New
$75.63 - $83.25 $26K - $28.6K
344 $28.6M
MTG
Mgic Investment Corp

Financial Services
986
New
$25.06 - $28.92 $24.7K - $28.5K
986 $28M
TIGO
Millicom International Cellular Sa

Communication Services
567
New
$37.04 - $50.28 $21K - $28.5K
567 $27.5M
LAMR
Lamar Advertising CO

Real Estate
219
New
$114.98 - $128.82 $25.2K - $28.2K
219 $26.8M
HRB
H&R Block Inc

Consumer Cyclical
513
New
$49.28 - $56.76 $25.3K - $29.1K
513 $25.9M
WTW
Willis Towers Watson PLC

Financial Services
72
New
$301.83 - $345.45 $21.7K - $24.9K
72 $24.9M
AMZN
Amazon Com Inc

Consumer Cyclical
101
+ 0.9%
$211.65 - $238.24 $21.4K - $24.1K
11.3K $2.48B
MA
Mastercard Inc

Financial Services
18
+ 1.0%
$550.18 - $598.96 $9.9K - $10.8K
1.82K $1.03B
FRT
Federal Realty Investment Trust

Real Estate
223
New
$90.61 - $102.67 $20.2K - $22.9K
223 $22.6M
PANW
Palo Alto Networks Inc

Technology
108
+ 8.18%
$167.06 - $208.19 $18K - $22.5K
1.43K $291M
URI
United Rentals, Inc.

Industrials
21
New
$774.14 - $975.23 $16.3K - $20.5K
21 $20M
BPOP
Popular, Inc.

Financial Services
157
New
$111.3 - $128.04 $17.5K - $20.1K
157 $19.9M
SNOW
Snowflake Inc.

Technology
72
+ 22.36%
$191.73 - $241.0 $13.8K - $17.4K
394 $88.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
84
New
$182.33 - $194.5 $15.3K - $16.3K
84 $16.3M
AMP
Ameriprise Financial Inc

Financial Services
46
+ 29.49%
$486.13 - $544.55 $22.4K - $25K
202 $99.2M
UGI
Ugi Corp

Utilities
475
New
$32.64 - $37.14 $15.5K - $17.6K
475 $15.8M
NKE
Nike, Inc.

Consumer Cyclical
346
+ 5.02%
$69.24 - $79.24 $24K - $27.4K
7.24K $505M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
103
New
$134.94 - $145.86 $13.9K - $15K
103 $15M
OKE
Oneok Inc

Energy
194
New
$71.36 - $83.47 $13.8K - $16.2K
194 $14.2M
SHW
Sherwin Williams CO

Basic Materials
31
+ 4.13%
$330.88 - $375.23 $10.3K - $11.6K
781 $270M
KLAC
Kla Corp

Technology
3
+ 5.77%
$843.9 - $1078.6 $2.53K - $3.24K
55 $59.3M
SNPS
Synopsys Inc

Technology
25
+ 89.29%
$387.78 - $645.35 $9.69K - $16.1K
53 $26.2M
ABC
Amerisourcebergen Corp

Healthcare
18
+ 3.97%
N/A
471 $147M
D
Dominion Energy, Inc

Utilities
78
+ 5.7%
$56.32 - $62.1 $4.39K - $4.84K
1.45K $88.5M
CNA
Cna Financial Corp

Financial Services
229
+ 70.03%
$43.33 - $49.55 $9.92K - $11.3K
556 $25.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
18
+ 81.82%
$404.94 - $499.99 $7.29K - $9K
40 $19.4M
SLB
Schlumberger Limited

Energy
279
+ 34.02%
$32.37 - $37.31 $9.03K - $10.4K
1.1K $37.8M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
283
New
$32.53 - $35.69 $9.21K - $10.1K
283 $10M
EW
Edwards Lifesciences Corp

Healthcare
135
+ 10.74%
$73.75 - $81.83 $9.96K - $11K
1.39K $108M
WU
Western Union CO

Financial Services
1.11K
+ 51.86%
$7.88 - $8.84 $8.78K - $9.85K
3.26K $26.1M
IEV
Ishares Tr Europe ETF

ETFs
121
New
$61.37 - $65.49 $7.43K - $7.92K
121 $7.92M
IYW
Ishares Dj Us Tech ETF

ETFs
38
New
$171.38 - $197.01 $6.51K - $7.49K
38 $7.44M
BSY
Bentley Systems Inc

Technology
142
New
$51.48 - $58.72 $7.31K - $8.34K
142 $7.31M
LNG
Cheniere Energy, Inc.

Energy
31
New
$222.68 - $244.28 $6.9K - $7.57K
31 $7.28M
QCOM
Qualcomm Inc

Technology
1
+ 0.1%
$145.84 - $173.55 $146 - $174
973 $162M
ROK
Rockwell Automation, Inc

Industrials
19
New
$328.67 - $358.52 $6.24K - $6.81K
19 $6.64M
VICI
Vici Properties Inc.

Real Estate
186
+ 24.8%
$31.43 - $33.93 $5.85K - $6.31K
936 $30.5M
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 0.51%
$191.41 - $220.25 $191 - $220
198 $43.2M
AMGN
Amgen Inc

Healthcare
8
+ 0.86%
$271.18 - $309.22 $2.17K - $2.47K
941 $266M
IWB
Ishares Tr Russell 1000 ETF

ETFs
13
New
$339.37 - $366.46 $4.41K - $4.76K
13 $4.75M
CBOE
Cboe Global Markets, Inc.

Financial Services
11
+ 10.68%
$231.35 - $253.24 $2.54K - $2.79K
114 $28M
DLB
Dolby Laboratories, Inc.

Industrials
58
+ 18.89%
$70.09 - $76.79 $4.07K - $4.45K
365 $26.4M
NOW
Service Now, Inc.

Technology
16
+ 15.38%
$850.86 - $1044.69 $13.6K - $16.7K
120 $110M
EXR
Extra Space Storage Inc.

Real Estate
34
+ 17.0%
$134.36 - $152.88 $4.57K - $5.2K
234 $33M
ED
Consolidated Edison Inc

Utilities
28
+ 9.62%
$95.57 - $105.36 $2.68K - $2.95K
319 $32.1M
GILD
Gilead Sciences, Inc.

Healthcare
25
+ 4.07%
$108.22 - $120.47 $2.71K - $3.01K
639 $70.9M
AIZ
Assurant, Inc.

Financial Services
1
+ 0.75%
$184.56 - $218.69 $185 - $219
135 $29.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
44
New
$54.35 - $59.32 $2.39K - $2.61K
44 $2.61M
Activity Summary
Buys All Purchases 119 New Holdings 31 Increased Positions 88 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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