Alpine Bank Wealth Management Top Holdings and 13F Report (2025) About Alpine Bank Wealth ManagementInvestment ActivityAlpine Bank Wealth Management has $710.54 million in total holdings as of September 30, 2025.Alpine Bank Wealth Management owns shares of 420 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 11.52% of the portfolio was purchased this quarter.About 9.68% of the portfolio was sold this quarter.This quarter, Alpine Bank Wealth Management has purchased 415 new stocks and bought additional shares in 88 stocks.Alpine Bank Wealth Management sold shares of 83 stocks and completely divested from 26 stocks this quarter.Largest Holdings Invesco S&P 500 Momentum ETF $103,447,222JPMorgan Core Plus Bond ETF $74,878,982WisdomTree Floating Rate Treasury Fund $69,309,310WisdomTree Efficient Gold Plus Equity Strategy Fund $44,714,237Invesco S&P 500 Quality ETF $40,144,891 Largest New Holdings this Quarter 219350105 - Corning $246,090 Holding31488V107 - Ferguson Enterprises Inc $92,976 Holding808524201 - Schwab US Large-Cap ETF $49,835 Holding101137107 - Boston Scientific $33,194 Holding921937819 - Vanguard Intermediate-Term Bond ETF $33,110 Holding Largest Purchases this Quarter JPMorgan Core Plus Bond ETF 720,527 shares (about $34.26M)Vanguard Growth ETF 50,419 shares (about $24.18M)WisdomTree Efficient Gold Plus Equity Strategy Fund 111,952 shares (about $6.43M)Invesco S&P 500 Momentum ETF 51,696 shares (about $6.26M)US Treasury 12 Month Bill ETF 21,124 shares (about $1.06M) Largest Sales this Quarter Vanguard Ultra-Short Bond ETF 735,533 shares (about $36.77M)Invesco S&P 500 Quality ETF 255,309 shares (about $18.71M)WisdomTree Floating Rate Treasury Fund 110,314 shares (about $5.55M)iShares MSCI USA Min Vol Factor ETF 17,115 shares (about $1.63M)US Treasury 3 Month Bill ETF 16,267 shares (about $813.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlpine Bank Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPMOInvesco S&P 500 Momentum ETF$103,447,222$6,258,318 ▲6.4%854,51214.6%ETFJCPBJPMorgan Core Plus Bond ETF$74,878,982$34,261,059 ▲84.3%1,574,74210.5%ETFUSFRWisdomTree Floating Rate Treasury Fund$69,309,310$5,545,485 ▼-7.4%1,378,7419.8%FinanceGDEWisdomTree Efficient Gold Plus Equity Strategy Fund$44,714,237$6,427,164 ▲16.8%778,8586.3%ETFSPHQInvesco S&P 500 Quality ETF$40,144,891$18,711,597 ▼-31.8%547,7545.6%ETFVUGVanguard Growth ETF$35,599,531$24,181,456 ▲211.8%74,2265.0%ETFIVViShares Core S&P 500 ETF$28,564,385$135,868 ▼-0.5%42,6784.0%ETFVUSBVanguard Ultra-Short Bond ETF$25,899,661$36,772,974 ▼-58.7%518,0453.6%ETFIJHiShares Core S&P Mid-Cap ETF$21,775,761$562,867 ▼-2.5%333,6773.1%ETFIWMiShares Russell 2000 ETF$12,466,989$483,920 ▼-3.7%51,5251.8%FinanceIVWiShares S&P 500 Growth ETF$9,714,942$6,398 ▲0.1%80,4751.4%ETFTBILUS Treasury 3 Month Bill ETF$8,673,050$813,350 ▼-8.6%173,4611.2%ETFMSFTMicrosoft$7,417,562$19,682 ▼-0.3%14,3211.0%Computer and TechnologyCLColgate-Palmolive$6,569,1500.0%82,1760.9%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$6,235,034$307,883 ▲5.2%109,1950.9%ETFAAPLApple$6,007,995$36,667 ▼-0.6%23,5950.8%Computer and TechnologyNVDANVIDIA$5,753,941$33,958 ▼-0.6%30,8390.8%Computer and TechnologyJPMJPMorgan Chase & Co.$5,576,486$9,463 ▲0.2%17,6790.8%FinanceBRK.ABerkshire Hathaway$5,279,4000.0%70.7%FinanceIDMOInvesco S&P International Developed Momentum ETF$5,244,1560.0%97,1320.7%ETFVOEVanguard Mid-Cap Value ETF$5,219,0690.0%29,8950.7%ETFIVEiShares S&P 500 Value ETF$5,151,1860.0%24,9440.7%ETFGOOGAlphabet$5,076,556$142,233 ▲2.9%20,8440.7%Computer and TechnologyVOVanguard Mid-Cap ETF$4,807,642$112,502 ▼-2.3%16,3670.7%ETFAVGOBroadcom$4,802,830$26,723 ▲0.6%14,5580.7%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$4,649,777$1,628,321 ▼-25.9%48,8730.7%ETFABBVAbbVie$4,209,398$3,242 ▲0.1%18,1800.6%MedicalORCLOracle$4,189,914$98,715 ▲2.4%14,8980.6%Computer and TechnologyXVViShares ESG Select Screened S&P 500 ETF$4,189,240$538,139 ▲14.7%81,3110.6%ETFVEUVanguard FTSE All-World ex-US ETF$3,975,665$71,156 ▼-1.8%55,7050.6%ETFVBVanguard Small-Cap ETF$3,953,037$124,597 ▼-3.1%15,5460.6%ETFBRK.BBerkshire Hathaway$3,791,665$32,175 ▼-0.8%7,5420.5%FinanceVEAVanguard FTSE Developed Markets ETF$3,506,4580.0%58,5190.5%ETFOBILUS Treasury 12 Month Bill ETF$3,498,210$1,062,643 ▲43.6%69,5400.5%ETFVBKVanguard Small-Cap Growth ETF$3,456,5590.0%11,6140.5%ETFMETAMeta Platforms$3,158,568$10,281 ▲0.3%4,3010.4%Computer and TechnologyLOWLowe's Companies$3,107,6990.0%12,3660.4%Retail/WholesaleGSThe Goldman Sachs Group$2,715,554$796 ▲0.0%3,4100.4%FinanceJAAAJanus Henderson AAA CLO ETF$2,649,447$75,561 ▼-2.8%52,1750.4%ETFVBRVanguard Small-Cap Value ETF$2,647,4870.0%12,6850.4%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$2,632,1800.0%27,4500.4%ETFAMZNAmazon.com$2,477,628$22,177 ▲0.9%11,2840.3%Retail/WholesaleXOMExxon Mobil$2,472,608$15,221 ▲0.6%21,9300.3%EnergyVTVVanguard Value ETF$2,465,3980.0%13,2200.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$2,311,3310.0%20,9000.3%ETFIWSiShares Russell Mid-Cap Value ETF$2,094,352$24,442 ▼-1.2%14,9950.3%ETFABTAbbott Laboratories$2,080,4900.0%15,5330.3%MedicalXBILUS Treasury 6 Month Bill ETF$2,000,271$1,051,334 ▲110.8%39,8500.3%ETFGOOGLAlphabet$1,913,197$5,591 ▲0.3%7,8700.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,874,1870.0%15,7720.3%ETFAXPAmerican Express$1,808,6120.0%5,4450.3%FinanceADPAutomatic Data Processing$1,756,304$2,642 ▼-0.2%5,9840.2%Computer and TechnologyVNQVanguard Real Estate ETF$1,694,4700.0%18,5350.2%ETFPEPPepsiCo$1,657,894$11,657 ▼-0.7%11,8050.2%Consumer StaplesMCDMcDonald's$1,657,720$13,067 ▼-0.8%5,4550.2%Retail/WholesaleCVXChevron$1,646,540$2,485 ▲0.2%10,6030.2%EnergyEFAiShares MSCI EAFE ETF$1,634,255$113,911 ▼-6.5%17,5030.2%FinanceSBUXStarbucks$1,543,865$27,241 ▼-1.7%18,2490.2%Retail/WholesaleNSCNorfolk Southern$1,529,6880.0%5,0920.2%TransportationSIVRabrdn Physical Silver Shares ETF$1,512,3200.0%34,0000.2%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,471,927$438,033 ▲42.4%30,6460.2%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,452,790$2,165 ▲0.1%32,8760.2%ETFVOTVanguard Mid-Cap Growth ETF$1,424,000$618,428 ▼-30.3%4,8470.2%ETFLQDHiShares Interest Rate Hedged Corporate Bond ETF$1,377,184$311,789 ▼-18.5%14,7220.2%ETFTSLATesla$1,362,177$87,165 ▲6.8%3,0630.2%Auto/Tires/TrucksJNJJohnson & Johnson$1,344,481$4,821 ▼-0.4%7,2510.2%MedicalSYKStryker$1,204,3850.0%3,2580.2%MedicalIBMInternational Business Machines$1,146,416$20,880 ▼-1.8%4,0630.2%Computer and TechnologyHDHome Depot$1,091,582$19,854 ▲1.9%2,6940.2%Retail/WholesaleMRKMerck & Co., Inc.$1,088,9080.0%12,9740.2%MedicalIWPiShares Russell Mid-Cap Growth ETF$1,088,0120.0%7,6400.2%ETFSimplify MBS ETF$1,078,195$33,533 ▲3.2%21,4140.2%ComIJJiShares S&P Mid-Cap 400 Value ETF$1,077,973$46,959 ▼-4.2%8,3100.2%ETFMAMastercard$1,033,528$10,239 ▲1.0%1,8170.1%Business ServicesSGOLabrdn Physical Gold Shares ETF$1,030,680$515,340 ▲100.0%28,0000.1%ETFTXNTexas Instruments$1,009,964$29,029 ▼-2.8%5,4970.1%Computer and TechnologyAPDAir Products and Chemicals$955,8840.0%3,5050.1%Basic MaterialsCOSTCostco Wholesale$933,035$51,835 ▲5.9%1,0080.1%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$910,2070.0%10,4250.1%ETFProShares S&P 500 High Income$883,073$756,585 ▲598.1%19,5760.1%ComDIVOAmplify CWP Enhanced Dividend Income ETF$876,112$753,233 ▲613.0%19,6570.1%ETFPGProcter & Gamble$872,117$461 ▲0.1%5,6760.1%Consumer StaplesTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$871,209$753,584 ▲640.7%37,2630.1%ETFHONHoneywell International$866,8400.0%4,1180.1%Multi-Sector ConglomeratesPFEPfizer$864,944$13,097 ▼-1.5%33,9460.1%MedicalIWFiShares Russell 1000 Growth ETF$860,0010.0%1,8360.1%ETFLLYEli Lilly and Company$830,144$38,913 ▼-4.5%1,0880.1%MedicalUNPUnion Pacific$792,7850.0%3,3540.1%TransportationBUCKSimplify Treasury Option Income ETF$773,217$668,754 ▲640.2%32,4200.1%ETFPFLDAAM Low Duration Preferred & Income Securities ETF$771,176$669,032 ▲655.0%39,1460.1%ETFGEGE Aerospace$764,685$17,448 ▼-2.2%2,5420.1%AerospaceNFLXNetflix$740,933$37,167 ▼-4.8%6180.1%Consumer DiscretionaryVVisa$692,660$6,145 ▲0.9%2,0290.1%Business ServicesAFLAflac$681,3700.0%6,1000.1%FinanceVYMVanguard High Dividend Yield ETF$668,2440.0%4,7410.1%ETFMLPAGlobal X MLP ETF$668,196$580,314 ▲660.3%13,8000.1%ETFKOCocaCola$664,328$43,904 ▼-6.2%10,0170.1%Consumer StaplesGLDXUSCF Gold Strategy Plus Income Fund$663,307$573,477 ▲638.4%17,0940.1%ETFCATCaterpillar$627,929$954 ▲0.2%1,3160.1%IndustrialsSPYSPDR S&P 500 ETF Trust$619,547$6,662 ▼-1.1%9300.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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