Alpine Bank Wealth Management Reduced Holdings in Q3 2025

Alpine Bank Wealth Management

  • $711 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUSB
Vanguard Bd Index Fds
-736K
- 58.67%
N/A
518K $25.9B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-255K
- 31.79%
$70.77 - $73.59 $18.1M - $18.8M
548K $40.1B
USFR
Wisdomtree Floating Rate Treas

ETFs
-110K
- 7.41%
$50.23 - $50.48 $5.54M - $5.57M
1.38M $69.3B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-17.1K
- 25.94%
$92.18 - $95.14 $1.58M - $1.63M
48.9K $4.65B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-16.3K
- 8.57%
N/A
173K $8.67B
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.11K
- 30.28%
$282.75 - $294.19 $595K - $619K
4.85K $1.42B
AGRH
Ishares U S ETF Tr Int Rate Hd

ETFs
-13.5K
- 56.14%
$25.82 - $26.12 $349K - $353K
10.5K $275M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-3.33K
- 18.46%
$92.14 - $93.55 $307K - $312K
14.7K $1.38B
TXN
Texas Instruments Inc

Technology
-158
- 2.79%
N/A
5.5K $1.01B
SBUX
Starbucks Corp

Consumer Cyclical
-322
- 1.73%
$81.9 - $96.86 $26.4K - $31.2K
18.2K $1.54B
NFLX
Netflix Inc

Communication Services
-31
- 4.78%
$1147.87 - $1297.18 $35.6K - $40.2K
618 $741M
MGC
Vanguard Mega Cap ETF

ETFs
-655
- 29.83%
$224.2 - $245.55 $147K - $161K
1.54K $376M
NVO
Novo Nordisk A S

Healthcare
-996
- 24.92%
$45.38 - $71.7 $45.2K - $71.4K
3K $166M
ADP
Automatic Data Processing Inc

Industrials
-9
- 0.15%
$288.69 - $310.94 $2.6K - $2.8K
5.98K $1.76B
KO
Coca Cola CO

Consumer Defensive
-662
- 6.2%
$65.67 - $71.67 $43.5K - $47.4K
10K $664M
CRM
Salesforce, Inc.

Technology
-227
- 26.67%
$231.66 - $273.65 $52.6K - $62.1K
624 $148M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.49K
- 2.77%
$50.53 - $50.82 $75.2K - $75.6K
52.2K $2.65B
IBM
International Business Machines Corp

Technology
-74
- 1.79%
$234.77 - $292.47 $17.4K - $21.6K
4.06K $1.15B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-130
- 40.37%
$366.54 - $479.53 $47.7K - $62.3K
192 $75.2M
LLY
Eli Lilly & CO

Healthcare
-51
- 4.48%
$625.65 - $812.69 $31.9K - $41.4K
1.09K $830M
PGR
Progressive Corp

Financial Services
-202
- 74.26%
$238.61 - $264.3 $48.2K - $53.4K
70 $17.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.22K
- 6.52%
$87.29 - $93.61 $106K - $114K
17.5K $1.63B
TJX
Tjx Companies Inc

Consumer Cyclical
-551
- 28.4%
$121.35 - $144.54 $66.9K - $79.6K
1.39K $201M
ACN
Accenture PLC

Technology
-61
- 13.47%
$232.56 - $304.78 $14.2K - $18.6K
392 $96.7M
BMY
Bristol Myers Squibb CO

Healthcare
-559
- 5.25%
$43.31 - $48.98 $24.2K - $27.4K
10.1K $455M
ENB
Enbridge Inc

Energy
-968
- 39.35%
$43.79 - $50.46 $42.4K - $48.8K
1.49K $75.3M
T
At&T Inc.

Communication Services
-933
- 9.29%
$26.94 - $29.62 $25.1K - $27.6K
9.11K $257M
WFC
Wells Fargo & Company

Financial Services
-428
- 51.38%
$77.05 - $85.16 $33K - $36.4K
405 $33.9M
CB
Chubb LTD

Financial Services
-100
- 32.89%
$265.99 - $289.59 $26.6K - $29K
204 $57.6M
WMB
Williams Companies, Inc.

Energy
-482
- 74.27%
$56.52 - $64.01 $27.2K - $30.9K
167 $10.6M
CME
Cme Group Inc.

Financial Services
-105
- 87.5%
$258.83 - $287.1 $27.2K - $30.1K
15 $4.05M
ECL
Ecolab Inc.

Basic Materials
-114
- 13.51%
$259.39 - $285.47 $29.6K - $32.5K
730 $200M
AZN
Astrazeneca PLC

Healthcare
-454
- 39.34%
$68.72 - $82.11 $31.2K - $37.3K
700 $53.7M
FAF
First American Financial Corp

Financial Services
-389
- 91.75%
$54.73 - $68.13 $21.3K - $26.5K
35 $2.25M
CTRA
Coterra Energy Inc.

Energy
-837
- 51.76%
$23.09 - $25.45 $19.3K - $21.3K
780 $18.4M
EWC
Ishares Msci Canada ETF

ETFs
-500
- 55.56%
$45.86 - $50.88 $22.9K - $25.4K
400 $20.2M
VZ
Verizon Communications Inc

Communication Services
-522
- 11.24%
$40.84 - $45.06 $21.3K - $23.5K
4.12K $181M
RLI
Rli Corp

Financial Services
-254
- 92.03%
$64.17 - $71.7 $16.3K - $18.2K
22 $1.44M
XEL
Xcel Energy Inc

Utilities
-652
- 20.46%
$67.56 - $80.65 $44K - $52.6K
2.54K $204M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-172
- 12.1%
$131.47 - $143.64 $22.6K - $24.7K
1.25K $177M
ROP
Roper Technologies Inc

Industrials
-4
- 4.17%
$495.03 - $573.0 $1.98K - $2.29K
92 $45.9M
TMUS
T Mobile Us, Inc.

Communication Services
-35
- 10.77%
$226.02 - $259.01 $7.91K - $9.07K
290 $69.4M
CWEN
Clearway Energy, Inc.

Utilities
-151
- 17.18%
$27.89 - $32.98 $4.21K - $4.98K
728 $20.6M
PAYX
Paychex Inc

Industrials
-26
- 11.66%
$126.69 - $147.99 $3.29K - $3.85K
197 $25M
UBER
Uber Technologies, Inc

Technology
-102
- 11.55%
$86.91 - $99.57 $8.86K - $10.2K
781 $76.5M
OMF
One Main Holdings, Inc.

Financial Services
-91
- 16.61%
$55.61 - $62.61 $5.06K - $5.7K
457 $25.8M
TFSL
Tfs Financial Corp

Financial Services
-395
- 20.35%
$12.61 - $14.23 $4.98K - $5.62K
1.55K $20.4M
BR
Broadridge Financial Solutions, Inc.

Technology
-10
- 4.37%
$233.75 - $266.89 $2.34K - $2.67K
219 $52.2M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-4
- 7.27%
$422.75 - $485.53 $1.69K - $1.94K
51 $22M
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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