Alpine Bank Wealth Management Reduced Holdings in Q2 2025

Alpine Bank Wealth Management

  • $662 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
-179
- 5.91%
$112.46 - $124.05 $20.1K - $22.2K
2.85K $337M
CRM
Salesforce, Inc.

Technology
-135
- 13.69%
$236.26 - $291.15 $31.9K - $39.3K
851 $232M
Linde PLC
-66
- 11.26%
N/A
520 $244M
VZ
Verizon Communications Inc

Communication Services
-400
- 7.93%
$41.67 - $45.62 $16.7K - $18.2K
4.65K $201M
ABNB
Airbnb, Inc.

Consumer Cyclical
-253
- 50.6%
$105.69 - $140.64 $26.7K - $35.6K
247 $32.7M
MCK
Mckesson Corp

Healthcare
-50
- 29.59%
$652.83 - $732.78 $32.6K - $36.6K
119 $87.2M
MMM
3 M CO

Industrials
-200
- 17.86%
$126.09 - $154.15 $25.2K - $30.8K
920 $140M
IWR
Ishares Russell Mid Cap ETF

ETFs
-550
- 14.34%
$74.88 - $91.97 $41.2K - $50.6K
3.29K $302M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-100
- 22.73%
$167.22 - $212.42 $16.7K - $21.2K
340 $67.3M
UBER
Uber Technologies, Inc

Technology
-499
- 36.11%
$64.62 - $93.3 $32.2K - $46.6K
883 $82.4M
PGR
Progressive Corp

Financial Services
-32
- 10.53%
$255.27 - $288.74 $8.17K - $9.24K
272 $72.6M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-200
- 12.33%
$108.87 - $133.04 $21.8K - $26.6K
1.42K $189M
T
At&T Inc.

Communication Services
-677
- 6.31%
$26.33 - $28.94 $17.8K - $19.6K
10K $291M
NOW
Service Now, Inc.

Technology
-45
- 30.2%
$721.65 - $1040.18 $32.5K - $46.8K
104 $107M
WM
Waste Management Inc

Industrials
-42
- 54.55%
$216.47 - $242.1 $9.09K - $10.2K
35 $8.01M
RSG
Republic Services, Inc.

Industrials
-45
- 14.06%
$227.2 - $258.07 $10.2K - $11.6K
275 $67.8M
ACN
Accenture PLC

Technology
-1
- 0.22%
$279.23 - $323.21 $279 - $323
453 $135M
DRI
Darden Restaurants Inc

Consumer Cyclical
-30
- 18.29%
$186.58 - $225.78 $5.6K - $6.77K
134 $29.2M
D
Dominion Energy, Inc

Utilities
-84
- 5.79%
$49.66 - $58.0 $4.17K - $4.87K
1.37K $77.3M
Annaly Capital Management Inc
-115
- 10.43%
N/A
988 $18.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-22
- 20.56%
$416.06 - $551.64 $9.15K - $12.1K
85 $46.9M
EGP
Eastgroup Properties Inc

Real Estate
-10
- 8.06%
$145.28 - $176.09 $1.45K - $1.76K
114 $19.1M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-20
- 8.3%
$105.8 - $131.55 $2.12K - $2.63K
221 $28.4M
DDOG
Datadog, Inc.

Technology
-110
- 27.85%
$87.0 - $134.33 $9.57K - $14.8K
285 $38.3M
MS
Morgan Stanley

Financial Services
-210
- 16.67%
$99.83 - $140.86 $21K - $29.6K
1.05K $148M
ADI
Analog Devices Inc

Technology
-11
- 8.15%
$164.6 - $238.02 $1.81K - $2.62K
124 $29.5M
ABC
Amerisourcebergen Corp

Healthcare
-19
- 4.03%
N/A
453 $136M
CBRE
Cbre Group, Inc.

Real Estate
-49
- 3.73%
$113.94 - $140.12 $5.58K - $6.87K
1.26K $177M
PH
Parker Hannifin Corp

Industrials
-40
- 10.26%
$517.23 - $700.54 $20.7K - $28K
350 $244M
WMT
Walmart Inc.

Consumer Defensive
-6
- 0.25%
$81.79 - $99.98 $491 - $600
2.35K $230M
Blackrock Inc
-3
- 1.13%
N/A
263 $276M
EMR
Emerson Electric CO

Industrials
-415
- 11.05%
$94.15 - $133.33 $39.1K - $55.3K
3.34K $445M
CRWD
Crowd Strike Holdings, Inc.

Technology
-6
- 2.45%
$321.63 - $509.31 $1.93K - $3.06K
239 $122M
BAC
Bank Of America Corp

Financial Services
-365
- 3.41%
$34.39 - $47.46 $12.6K - $17.3K
10.3K $489M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-7.1K
- 9.11%
$37.93 - $47.69 $269K - $339K
70.9K $3.38B
SYK
Stryker Corp

Healthcare
-42
- 1.27%
$337.37 - $395.63 $14.2K - $16.6K
3.26K $1.29B
GOOGL
Alphabet Inc.

Communication Services
-698
- 8.17%
$144.7 - $178.6 $101K - $125K
7.85K $1.38B
HON
Honeywell International Inc

Industrials
-70
- 1.67%
$182.86 - $232.88 $12.8K - $16.3K
4.12K $959M
GE
General Electric CO

Industrials
-376
- 12.63%
$166.81 - $257.39 $62.7K - $96.8K
2.6K $669M
TXN
Texas Instruments Inc

Technology
-440
- 7.22%
N/A
5.66K $1.17B
TSLA
Tesla, Inc.

Consumer Cyclical
-43
- 1.48%
$221.86 - $362.89 $9.54K - $15.6K
2.87K $911M
AMZN
Amazon Com Inc

Consumer Cyclical
-202
- 1.77%
$167.32 - $223.3 $33.8K - $45.1K
11.2K $2.45B
VEA
Vanguard Ftse Developed Market

ETFs
-700
- 1.18%
$45.65 - $57.01 $32K - $39.9K
58.5K $3.34B
VEU
Vanguard Ftse All World Ex Us

ETFs
-669
- 1.17%
$54.19 - $67.22 $36.3K - $45K
56.7K $3.81B
GOOG
Alphabet Inc.

Communication Services
-126
- 0.62%
$146.58 - $180.01 $18.5K - $22.7K
20.3K $3.59B
META
Meta Platforms, Inc.

Communication Services
-41
- 0.95%
$484.66 - $738.09 $19.9K - $30.3K
4.29K $3.16B
VUG
Vanguard Growth ETF

ETFs
-2.46K
- 9.38%
$329.49 - $438.4 $812K - $1.08M
23.8K $10.4B
JPM
Jpmorgan Chase & CO

Financial Services
-127
- 0.71%
$210.28 - $289.91 $26.7K - $36.8K
17.6K $5.12B
IWM
Ishares Russell 2000 ETF

ETFs
-392
- 0.73%
$174.82 - $215.79 $68.5K - $84.6K
53.5K $11.6B
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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