Alpine Bank Wealth Management New Holdings in Q2 2025

Alpine Bank Wealth Management

  • $662 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
854K
New
$45.9 - $47.2 $39.2M - $40.3M
854K $40.2B
GDE
Wisdomtree Tr Efficient Gold P

ETFs
667K
New
$35.4 - $47.16 $23.6M - $31.5M
667K $31.5B
JEPI
J P Morgan Exchange Traded Fd

ETFs
104K
New
$51.14 - $57.0 $5.31M - $5.92M
104K $5.9B
MGC
Vanguard Mega Cap ETF

ETFs
2.2K
New
$179.23 - $224.92 $394K - $494K
2.2K $494M
Innovator Etfs Trust
18.8K
New
N/A
18.8K $460M
Innovator Etfs Trust
18.8K
New
N/A
18.8K $457M
SGOL
Abrdn Gold ETF Trust

ETFs
14K
New
$28.39 - $32.75 $397K - $459K
14K $442M
ESMV
Ishares Tr Ishares Esg Msci Us
8.25K
New
N/A
8.25K $239M
Entrepreneurshares Series Trus
10K
New
N/A
10K $191M
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
3.2K
New
N/A
3.2K $155M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.76K
New
$37.18 - $42.55 $103K - $117K
2.76K $117M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
5.03K
New
N/A
5.03K $117M
BUCK
Simplify Exchange Traded Fds S
4.38K
New
N/A
4.38K $104M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
5.19K
New
$19.39 - $20.21 $101K - $105K
5.19K $102M
VTI
Vanguard Total Stock Market Et

ETFs
325
New
$243.75 - $303.93 $79.2K - $98.8K
325 $98.8M
MLPA
Global X Mlp ETF

ETFs
1.82K
New
$46.47 - $54.16 $84.3K - $98.3K
1.82K $91.1M
XLK
Technology Sector Spdr

ETFs
345
New
$179.73 - $253.23 $62K - $87.4K
345 $87.4M
GLDX
Uscf ETF Tr Gold Strategy Plus
2.32K
New
$34.47 - $36.35 $79.8K - $84.2K
2.32K $80.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
209
New
$273.67 - $366.17 $57.2K - $76.5K
209 $76.5M
BAH
Booz Allen Hamilton Holding Corp

Industrials
594
New
$99.97 - $129.69 $59.4K - $77K
594 $61.9M
HUBS
Hubspot Inc

Technology
82
New
$487.07 - $672.24 $39.9K - $55.1K
82 $45.6M
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
SCHA
Schwab Strategic Tr Us Small C

ETFs
870
New
$20.42 - $25.3 $17.8K - $22K
870 $22M
VFH
Vanguard Financial ETF

ETFs
159
New
$104.87 - $127.3 $16.7K - $20.2K
159 $20.2M
EWBC
East West Bancorp Inc

Financial Services
191
New
$71.03 - $101.75 $13.6K - $19.4K
191 $19.3M
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
XLE
Energy Sector Spdr

ETFs
123
New
$76.44 - $94.13 $9.4K - $11.6K
123 $10.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
38
New
$212.1 - $244.27 $8.06K - $9.28K
38 $8.31M
XLY
Select Sector Spdr Consumer Di

ETFs
33
New
$176.34 - $218.59 $5.82K - $7.21K
33 $7.17M
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
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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