Alpine Bank Wealth Management Reduced Holdings in Q1 2025

Alpine Bank Wealth Management

  • $623 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ED
Consolidated Edison Inc

Utilities
-142
- 32.79%
$88.0 - $110.59 $12.5K - $15.7K
291 $32.2M
WMB
Williams Companies, Inc.

Energy
-465
- 41.74%
$54.02 - $61.09 $25.1K - $28.4K
649 $38.8M
FAF
First American Financial Corp

Financial Services
-179
- 29.68%
$57.7 - $66.47 $10.3K - $11.9K
424 $27.8M
CHE
Chemed Corp

Healthcare
-21
- 30.88%
$521.84 - $615.32 $11K - $12.9K
47 $28.9M
DUK
Duke Energy Corp

Utilities
-278
- 8.4%
$105.87 - $121.97 $29.4K - $33.9K
3.03K $370M
THG
Hanover Insurance Group, Inc.

Financial Services
-103
- 42.56%
$147.13 - $174.61 $15.2K - $18K
139 $24.2M
PAYX
Paychex Inc

Industrials
-119
- 34.8%
$136.06 - $154.52 $16.2K - $18.4K
223 $34.4M
ENTG
Entegris Inc

Technology
-61
- 25.42%
$87.48 - $109.53 $5.34K - $6.68K
179 $15.7M
LSTR
Landstar System Inc

Industrials
-26
- 13.54%
$146.63 - $177.82 $3.81K - $4.62K
166 $24.9M
OHI
Omega Healthcare Investors Inc

Real Estate
-233
- 27.12%
$35.7 - $38.33 $8.32K - $8.93K
626 $23.8M
HLI
Houlihan Lokey, Inc.

Financial Services
-65
- 35.71%
$154.43 - $187.4 $10K - $12.2K
117 $18.9M
WU
Western Union CO

Financial Services
-523
- 19.58%
$10.24 - $11.62 $5.36K - $6.08K
2.15K $22.7M
BR
Broadridge Financial Solutions, Inc.

Technology
-71
- 23.67%
$221.46 - $244.83 $15.7K - $17.4K
229 $55.5M
OGE
Oge Energy Corp.

Utilities
-299
- 30.6%
$39.76 - $46.32 $11.9K - $13.8K
678 $31.2M
DOX
Amdocs LTD

Technology
-114
- 30.0%
$82.21 - $92.02 $9.37K - $10.5K
266 $24.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-28
- 11.76%
$402.49 - $513.76 $11.3K - $14.4K
210 $102M
SMG
Scotts Miracle Gro CO

Basic Materials
-8
- 3.27%
$54.76 - $77.7 $438 - $622
237 $13M
VZ
Verizon Communications Inc

Communication Services
-230
- 4.36%
$37.81 - $46.49 $8.7K - $10.7K
5.05K $229M
MFC
Manulife Financial Corp

Financial Services
-382
- 14.38%
$28.41 - $31.82 $10.9K - $12.2K
2.28K $70.9M
RSG
Republic Services, Inc.

Industrials
-103
- 24.35%
$200.09 - $242.16 $20.6K - $24.9K
320 $77.5M
CNA
Cna Financial Corp

Financial Services
-158
- 32.58%
$45.86 - $51.0 $7.25K - $8.06K
327 $16.6M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-130
- 20.6%
$45.62 - $51.12 $5.93K - $6.65K
501 $25.5M
V
Visa Inc.

Financial Services
-538
- 22.33%
$306.92 - $362.71 $165K - $195K
1.87K $656M
TFSL
Tfs Financial Corp

Financial Services
-362
- 15.72%
$12.02 - $13.88 $4.35K - $5.02K
1.94K $24M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-9
- 16.67%
$314.47 - $431.35 $2.83K - $3.88K
45 $16.5M
STWD
Starwood Property Trust, Inc.

Real Estate
-157
- 11.08%
$18.41 - $20.53 $2.89K - $3.22K
1.26K $24.9M
CSCO
Cisco Systems, Inc.

Technology
-371
- 16.58%
$58.74 - $64.87 $21.8K - $24.1K
1.87K $115M
MA
Mastercard Inc

Financial Services
-185
- 9.44%
$504.67 - $576.31 $93.4K - $107K
1.78K $973M
ALL
Allstate Corp

Financial Services
-44
- 5.13%
$180.99 - $210.18 $7.96K - $9.25K
814 $169M
META
Meta Platforms, Inc.

Communication Services
-17
- 0.39%
$576.36 - $736.67 $9.8K - $12.5K
4.33K $2.49B
MCK
Mckesson Corp

Healthcare
-34
- 16.75%
$566.21 - $672.99 $19.3K - $22.9K
169 $114M
MO
Altria Group, Inc.

Consumer Defensive
-624
- 10.43%
$50.81 - $60.02 $31.7K - $37.5K
5.36K $321M
DE
Deere & CO

Industrials
-10
- 2.38%
$408.57 - $509.27 $4.09K - $5.09K
410 $192M
TRV
Travelers Companies, Inc.

Financial Services
-83
- 5.61%
$232.43 - $265.13 $19.3K - $22K
1.4K $369M
TMUS
T Mobile Us, Inc.

Communication Services
-17
- 3.04%
$211.3 - $272.83 $3.59K - $4.64K
542 $145M
T
At&T Inc.

Communication Services
-1.5K
- 12.24%
$21.56 - $28.28 $32.2K - $42.3K
10.7K $303M
PM
Philip Morris International Inc.

Consumer Defensive
-720
- 17.65%
$117.15 - $158.79 $84.3K - $114K
3.36K $533M
BMY
Bristol Myers Squibb CO

Healthcare
-682
- 5.78%
$53.9 - $63.11 $36.8K - $43K
11.1K $678M
NFLX
Netflix Inc

Communication Services
-23
- 4.59%
$828.4 - $1058.6 $19.1K - $24.3K
478 $446M
IBM
International Business Machines Corp

Technology
-3
- 0.07%
$217.4 - $264.74 $652 - $794
4.1K $1.02B
GS
Goldman Sachs Group Inc

Financial Services
-33
- 0.96%
$524.81 - $672.19 $17.3K - $22.2K
3.41K $1.86B
CVX
Chevron Corp

Energy
-114
- 1.13%
$146.71 - $167.97 $16.7K - $19.1K
9.99K $1.67B
ABT
Abbott Laboratories

Healthcare
-193
- 1.23%
$111.1 - $140.22 $21.4K - $27.1K
15.4K $2.05B
JPM
Jpmorgan Chase & CO

Financial Services
-62
- 0.35%
$225.19 - $279.95 $14K - $17.4K
17.8K $4.36B
Activity Summary
Buys All Purchases 128 New Holdings 74 Increased Positions 54 Sells All Sells 240 Reductions 145 Sold out 95 Options Calls 0 Puts 0
Track This Portfolio

Track Alpine Bank Wealth Management Portfolio

Follow Alpine Bank Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpine Bank Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Alpine Bank Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email