Alpine Woods Capital Investors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $626 Million distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lam Research Corp with a value of $23.3M, Wells Fargo & Company with a value of $19.4M, Apple Inc. with a value of $18.7M, Broadcom Inc. with a value of $18M, and Microsoft Corp with a value of $15.8M.

Examining the 13F form we can see an decrease of $95.5M in the current position value, from $721M to 626M.

Below you can find more details about Alpine Woods Capital Investors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $626 Million
Technology: $153 Million
ETFs: $91.2 Million
Industrials: $76.1 Million
Financial Services: $68.8 Million
Healthcare: $60 Million
Consumer Cyclical: $42.2 Million
Communication Services: $33.4 Million
Consumer Defensive: $28.8 Million
Other: $72.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $626 Million
  • Prior Value $721 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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