Alpine Bank Wealth Management Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$661.7M
Holdings
415
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (415 positions)
| Stock | Value |
|---|---|
MGCVanguard Mega Cap Index Fund E | $494K |
BMYBristol-Myers Squibb Company | $492K |
NKENike Inc Class B | $490K |
BACBank of America Corporation | $489K |
UJANInnovator Etfs Trust | $460K |
ZFEBInnovator Etfs Trust | $457K |
EMREmerson Electric Co | $445K |
BMIBadger Meter Inc | $445K |
SGOLEtfs Gold Tr | $442K |
DOVDover Corp | $390K |
AQLTiShares Russell Top 200 ETF | $383K |
IWOiShares Russell 2000 Growth ET | $374K |
TRVThe Travelers Companies Inc | $373K |
AQLTiShares Select Dividend ETF | $365K |
DUKDuke Energy Corp | $337K |
CLXClorox Co | $334K |
IWRiShares Russell Mid-Cap ETF | $302K |
GWWW. W. Grainger Inc | $296K |
TAT&T Inc | $291K |
IWViShares Russell 3000 ETF | $281K |
BLKBlackrock Inc | $276K |
NVONovo Nordisk A/S | $276K |
PANWPalo Alto Networks Inc | $270K |
DISThe Walt Disney Co | $268K |
MOAltria Group Inc | $267K |
ETNEaton Corp PLC | $265K |
AMGNAmgen Inc | $261K |
AONAon Plc | $259K |
SHWSherwin-Williams Co | $258K |
GEVGe Vernova Inc | $257K |
INTCIntel Corp | $251K |
PHParker Hannifin Corp | $244K |
LINLinde Plc | $244K |
KMBKimberly-Clark Corp | $241K |
TJXTJX Companies Inc | $240K |
KMAYiShares ESG MSCI USA Min Vol F | $239K |
COPConocoPhillips | $234K |
CRMSalesforce.com Inc | $232K |
DEDeere & Co | $231K |
WMTWalmart Inc | $230K |
ECLEcolab Inc | $227K |
SOSouthern Co | $226K |
ICEIntercontinental Exchange Inc | $222K |
XELXcel Energy Inc | $217K |
IAU*iShares Gold Trust | $216K |
BACVerizon Communications Inc | $201K |
BHPBHP Billiton Ltd | $192K |
NOCNorthrop Grumman Corp | $191K |
XOVREntrepreneurshares Series Trus | $191K |
IJTiShares SP Small Cap 600 Growt | $189K |
SYYSysco Corp | $187K |
TSMTaiwan Semiconductor MFG Co Lt | $186K |
AWCAmerican Water Works Co Inc | $181K |
EFGiShares MSCI EAFE Growth ETF | $179K |
CBRECbre Group Inc | $177K |
SCHDSchwab Strategic Tr Us Dividen | $176K |
SHELShell PLC | $169K |
GDGeneral Dynamics Corp | $164K |
ALSAllstate Corp | $164K |
CMICummins Inc | $164K |
MGVVanguard Mega Cap Value ETF | $157K |
UTWOUS Treasury 2 Year Note ETF | $155K |
QCOMQualcomm Inc | $155K |
BABoeing Co | $150K |
SHOPShopify Inc Class A | $149K |
DWDMorgan Stanley | $148K |
VRTXVertex Pharmaceuticals Inc | $143K |
EQIXEquinix Inc | $141K |
MMM3M Co | $140K |
TROWT. Rowe Price Group Inc | $140K |
ABGCencora Inc | $136K |
ACNAccenture PLC Class A | $135K |
CSCOCisco Systems Inc | $130K |
AMDAdvanced Micro Devices Inc | $128K |
INTUIntuit Inc | $127K |
CDNSCadence Design Systems Inc | $122K |
CRWDCrowdstrike Holdings Inc | $122K |
ISPYProshares Tr | $119K |
DIVOAmplify CWP Enhanced Dividend | $117K |
TLTWIshares Tr | $117K |
ZSEPEquity Defined Protection ETF | $116K |
VIGVanguard Dividend Appreciation | $114K |
ENBEnbridge Inc | $111K |
CEGConstellation Energy Corp | $110K |
TKRThe Timken Co | $109K |
NOWServiceNow Inc | $107K |
BUCKSimplify Exchange Traded Funds | $104K |
PFLDEtf Ser Solutions | $102K |
VTIVanguard Total Stock Market ET | $99K |
AVBAvalonBay Communties Inc | $98K |
EWEdwards Lifesciences Corp. | $98K |
SPOTSpotify Technology SA | $98K |
IGSBiShares Short-Term Corporate B | $97K |
DYHTarget Corp | $96K |
BXBlackstone Inc | $94K |
NEENextEra Energy Inc | $92K |
MLPAGlobal X Fds | $91K |
ORLYO'Reilly Automotive Inc | $90K |
HLTHilton Worldwide Holdings Inc | $89K |
CBChubb Ltd | $88K |