Alpine Woods Capital Investors, LLC Portfolio Holdings
Alpine Woods Capital Investors, LLC
- $400 Million
- Q1 2025
Alpine Woods Capital Investors, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $400 Million distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wells Fargo & Company with a value of $15.7M, Broadcom Inc. with a value of $13.8M, Apple Inc. with a value of $13.8M, Jpmorgan Chase & CO with a value of $13.4M, and Microsoft Corp with a value of $10.4M.
Examining the 13F form we can see an decrease of $194M in the current position value, from $595M to 400M.
Below you can find more details about Alpine Woods Capital Investors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$400 Million
Technology: $78.7 Million
Financial Services: $56 Million
Industrials: $52.6 Million
Healthcare: $48.2 Million
ETFs: $29.6 Million
Consumer Cyclical: $27.3 Million
Communication Services: $25.9 Million
Basic Materials: $22.4 Million
Other: $59.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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