Alpine Bank Wealth Management Top Holdings and 13F Report (2025) About Alpine Bank Wealth ManagementInvestment ActivityAlpine Bank Wealth Management has $623.10 million in total holdings as of March 31, 2025.Alpine Bank Wealth Management owns shares of 406 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 34.03% of the portfolio was purchased this quarter.About 33.41% of the portfolio was sold this quarter.This quarter, Alpine Bank Wealth Management has purchased 427 new stocks and bought additional shares in 54 stocks.Alpine Bank Wealth Management sold shares of 145 stocks and completely divested from 95 stocks this quarter.Largest Holdings Invesco S&P 500 Quality ETF $73,239,095Invesco S&P 500 Momentum ETF $56,344,663WisdomTree Bloomberg Floating Rate Treasury Fund $54,207,675Simplify Hedged Equity ETF $52,939,704iShares Interest Rate Hedged U.S. Aggregate Bond ETF $43,207,596 Largest New Holdings this Quarter 82889N764 - Simplify Hedged Equity ETF $52,939,704 Holding46431W531 - iShares Interest Rate Hedged U.S. Aggregate Bond ETF $43,207,596 Holding92203C303 - Vanguard Ultra-Short Bond ETF $39,367,703 Holding46431W705 - iShares Interest Rate Hedged Corporate Bond ETF $23,194,833 Holding00287Y109 - AbbVie $3,878,843 Holding Largest Purchases this Quarter Simplify Hedged Equity ETF 1,852,658 shares (about $52.94M)iShares Interest Rate Hedged U.S. Aggregate Bond ETF 1,663,430 shares (about $43.21M)Vanguard Ultra-Short Bond ETF 789,644 shares (about $39.37M)iShares Interest Rate Hedged Corporate Bond ETF 251,380 shares (about $23.19M)Invesco S&P 500 Quality ETF 291,799 shares (about $19.36M) Largest Sales this Quarter Simplify MBS ETF 804,572 shares (about $40.34M)Invesco S&P International Developed Momentum ETF 817,869 shares (about $36.12M)iShares MSCI USA Min Vol Factor ETF 273,481 shares (about $25.61M)Janus Henderson AAA CLO ETF 481,270 shares (about $24.41M)WisdomTree Bloomberg Floating Rate Treasury Fund 410,698 shares (about $20.67M) 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 PortfolioSectorSPHQInvesco S&P 500 Quality ETF$73,239,095$19,357,946 ▲35.9%1,103,99611.8%ETFSPMOInvesco S&P 500 Momentum ETF$56,344,663$13,525,758 ▲31.6%608,9349.0%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$54,207,675$20,670,430 ▼-27.6%1,077,0458.7%FinanceHEQTSimplify Hedged Equity ETF$52,939,704$52,939,704 ▲New Holding1,852,6588.5%ETFAGRHiShares Interest Rate Hedged U.S. Aggregate Bond ETF$43,207,596$43,207,596 ▲New Holding1,663,4306.9%ETFVUSBVanguard Ultra-Short Bond ETF$39,367,703$39,367,703 ▲New Holding789,6446.3%ETFIVViShares Core S&P 500 ETF$23,839,731$39,895 ▼-0.2%42,4273.8%ETFLQDHiShares Interest Rate Hedged Corporate Bond ETF$23,194,833$23,194,833 ▲New Holding251,3803.7%ETFIJHiShares Core S&P Mid-Cap ETF$19,732,919$1,972,288 ▼-9.1%338,1823.2%ETFIWMiShares Russell 2000 ETF$10,755,9030.0%53,9171.7%FinanceVUGVanguard Growth ETF$9,741,441$16,917,920 ▼-63.5%26,2701.6%ETFCLColgate-Palmolive$7,905,563$20,614 ▼-0.3%84,3711.3%Consumer StaplesIVWiShares S&P 500 Growth ETF$7,500,385$83,547 ▼-1.1%80,7971.2%ETFVBRVanguard Small-Cap Value ETF$6,108,821$199,144 ▼-3.2%32,7921.0%ETFBRK.ABerkshire Hathaway$5,589,0910.0%70.9%FinanceJAAAJanus Henderson AAA CLO ETF$5,580,078$24,405,203 ▼-81.4%110,0390.9%ETFMSFTMicrosoft$5,426,638$159,916 ▼-2.9%14,4560.9%Computer and TechnologyAAPLApple$5,248,044$36,874 ▼-0.7%23,6260.8%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$5,135,939$25,614,227 ▼-83.3%54,8360.8%ETFVOEVanguard Mid-Cap Value ETF$4,799,343$70,638 ▼-1.5%29,8950.8%ETFIVEiShares S&P 500 Value ETF$4,753,8270.0%24,9440.8%ETFVBVanguard Small-Cap ETF$4,582,685$110,431 ▼-2.4%20,6660.7%ETFJPMJPMorgan Chase & Co.$4,360,453$15,209 ▼-0.3%17,7760.7%FinanceVOVanguard Mid-Cap ETF$4,321,540$426,464 ▼-9.0%16,7100.7%ETFXBILUS Treasury 6 Month Bill ETF$4,315,774$232,839 ▲5.7%86,0230.7%ETFBRK.BBerkshire Hathaway$4,179,688$79,354 ▲1.9%7,8480.7%FinanceABBVAbbVie$3,878,843$3,878,843 ▲New Holding18,5130.6%MedicalVEUVanguard FTSE All-World ex-US ETF$3,480,125$123,200 ▼-3.4%57,3710.6%ETFNVDANVIDIA$3,378,530$78,034 ▲2.4%31,1730.5%Computer and TechnologyXVViShares ESG Select Screened S&P 500 ETF$3,335,596$3,335,596 ▲New Holding77,9660.5%ETFTBILUS Treasury 3 Month Bill ETF$3,283,907$216,643 ▼-6.2%65,6650.5%ETFIDMOInvesco S&P International Developed Momentum ETF$3,208,312$36,117,091 ▼-91.8%72,6520.5%ETFGOOGAlphabet$3,184,904$47,650 ▼-1.5%20,3860.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,010,102$701,861 ▼-18.9%59,2190.5%ETFLOWLowe's Companies$2,983,945$48,978 ▼-1.6%12,7940.5%Retail/WholesaleOBILUS Treasury 12 Month Bill ETF$2,966,764$130,182 ▲4.6%59,0930.5%ETFVBKVanguard Small-Cap Growth ETF$2,924,0570.0%11,6140.5%ETFXOMExxon Mobil$2,781,178$244,401 ▲9.6%23,3850.4%EnergyIJKiShares S&P Mid-Cap 400 Growth ETF$2,639,976$132,082 ▼-4.8%31,7000.4%ETFMETAMeta Platforms$2,494,486$9,798 ▼-0.4%4,3280.4%Computer and TechnologyAVGOBroadcom$2,289,271$2,289,271 ▲New Holding13,6730.4%Computer and TechnologyVTVVanguard Value ETF$2,283,6230.0%13,2200.4%ETFAMZNAmazon.com$2,166,110$81,051 ▲3.9%11,3850.3%Retail/WholesaleABTAbbott Laboratories$2,049,177$25,601 ▼-1.2%15,4480.3%MedicalIJSiShares S&P Small-Cap 600 Value ETF$2,037,3320.0%20,9000.3%ETFORCLOracle$2,021,793$81,230 ▼-3.9%14,4610.3%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$1,910,9650.0%15,1700.3%ETFPEPPepsiCo$1,875,149$31,337 ▼-1.6%12,5060.3%Consumer StaplesGSThe Goldman Sachs Group$1,862,303$18,028 ▼-1.0%3,4090.3%FinanceSBUXStarbucks$1,831,438$77,099 ▼-4.0%18,6710.3%Retail/WholesaleADPAutomatic Data Processing$1,831,041$247,174 ▼-11.9%5,9930.3%Business ServicesMCDMcDonald's$1,789,880$69,659 ▼-3.7%5,7300.3%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$1,766,396$207,153 ▼-10.5%16,8920.3%ETFCVXChevron$1,671,729$19,071 ▼-1.1%9,9930.3%EnergyVOTVanguard Mid-Cap Growth ETF$1,653,522$359,865 ▼-17.9%6,7590.3%ETFEFAiShares MSCI EAFE ETF$1,519,688$488,582 ▼-24.3%18,5940.2%FinanceAXPAmerican Express$1,464,9780.0%5,4450.2%FinanceSimplify MBS ETF$1,437,765$40,341,254 ▼-96.6%28,6750.2%ComGOOGLAlphabet$1,321,399$86,444 ▼-6.1%8,5450.2%Computer and TechnologyJNJJohnson & Johnson$1,311,463$8,292 ▲0.6%7,9080.2%MedicalMRKMerck & Co., Inc.$1,257,807$181,315 ▼-12.6%14,0130.2%MedicalVNQVanguard Real Estate ETF$1,248,094$255,504 ▲25.7%13,7850.2%ETFSYKStryker$1,228,425$66,261 ▼-5.1%3,3000.2%MedicalNSCNorfolk Southern$1,206,0400.0%5,0920.2%TransportationPGProcter & Gamble$1,193,281$135,143 ▲12.8%7,0020.2%Consumer StaplesSIVRAberdeen Standard Physical Silver Shares ETF$1,105,340$1,105,340 ▲New Holding34,0000.2%ETFTXNTexas Instruments$1,095,272$25,338 ▲2.4%6,0950.2%Computer and TechnologyAPDAir Products and Chemicals$1,063,1870.0%3,6050.2%Basic MaterialsIJJiShares S&P Mid-Cap 400 Value ETF$1,038,298$71,838 ▼-6.5%8,6720.2%ETFIBMInternational Business Machines$1,018,262$746 ▼-0.1%4,0950.2%Computer and TechnologyMAMastercard$972,913$101,402 ▼-9.4%1,7750.2%Business ServicesEAGGiShares ESG Aware U.S. Aggregate Bond ETF$947,084$947,084 ▲New Holding19,9470.2%ETFLLYEli Lilly and Company$902,719$1,337,147 ▼-59.7%1,0930.1%MedicalIWPiShares Russell Mid-Cap Growth ETF$897,6240.0%7,6400.1%ETFHONHoneywell International$886,809$70,513 ▲8.6%4,1880.1%Multi-Sector ConglomeratesPFEPfizer$873,216$60,715 ▲7.5%34,4600.1%MedicalCOSTCostco Wholesale$861,605$103,090 ▲13.6%9110.1%Retail/WholesaleNEENextEra Energy$815,093$102,507 ▲14.4%11,4980.1%UtilitiesKOCoca-Cola$800,640$53,572 ▲7.2%11,1790.1%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$788,6510.0%10,4250.1%ETFHDHome Depot$776,593$117,643 ▼-13.2%2,1190.1%Retail/WholesaleTSLATesla$754,156$754,156 ▲New Holding2,9100.1%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$731,123$62,092 ▼-7.8%1,3070.1%FinanceAFLAflac$678,2590.0%6,1000.1%FinanceBMYBristol-Myers Squibb$677,599$41,595 ▼-5.8%11,1100.1%MedicalGISGeneral Mills$659,544$23,856 ▼-3.5%11,0310.1%Consumer StaplesCIThe Cigna Group$656,026$656,026 ▲New Holding1,9940.1%MedicalVVisa$655,711$188,548 ▼-22.3%1,8710.1%Business ServicesIWFiShares Russell 1000 Growth ETF$633,713$61,024 ▼-8.8%1,7550.1%ETFUNPUnion Pacific$608,554$27,404 ▼-4.3%2,5760.1%TransportationGEGE Aerospace$595,647$199,950 ▲50.5%2,9760.1%IndustrialsNKENIKE$591,189$22,091 ▲3.9%9,3130.1%Consumer DiscretionaryLMTLockheed Martin$577,149$39,757 ▼-6.4%1,2920.1%AerospaceAZOAutoZone$545,228$545,228 ▲New Holding1430.1%Retail/WholesaleDVYiShares Select Dividend ETF$537,160$30,484 ▼-5.4%4,0000.1%ETFPMPhilip Morris International$533,174$114,286 ▼-17.7%3,3590.1%Consumer StaplesVYMVanguard High Dividend Yield ETF$528,7360.0%4,1000.1%ETFIWDiShares Russell 1000 Value ETF$521,768$5,268 ▲1.0%2,7730.1%ETFRTXRTX$484,8040.0%3,6600.1%AerospaceCLXClorox$477,8260.0%3,2450.1%Consumer StaplesShowing 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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