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)

StockValue
ISRGIntuitive Surgical Inc
$88K
XLKTechnology Select Sector SPDR
$87K
MCKMcKesson Corp
$87K
A4SAmeriprise Financial Inc
$83K
MPCMarathon Petroleum Corp
$83K
VSGXVanguard ESG International Sto
$83K
UBERUber Technologies Inc
$82K
DHID.R. Horton Inc
$81K
AZNAstraZeneca PLC ADR
$81K
USGUscf Etf Tr
$81K
7HPHP Inc
$78K
TMUST-mobile Us Inc
$77K
WTRGEssential Utilities Inc
$77K
DDominion Energy Inc
$77K
MGKVanguard World Fund Mega Growt
$77K
IBBiShares Nasdaq Biotechnology E
$74K
CMGChipotle Mexican Grill Inc Cla
$73K
PGRProgressive Corp
$73K
SNOWSnowflake Inc
$72K
SAPSAP SE ADR
$71K
BIIBBiogen Inc
$68K
GILDGilead Sciences Inc
$68K
RSGRepublic Services Inc Class A
$68K
DKSDicks Sporting Goods Inc
$67K
WFCWells Fargo & Co
$67K
DELLDell Technologies Inc
$65K
AXONAxon Enterprise Inc
$64K
NULGNuveen ESG Large-Cap Growth ET
$63K
PRUPrudential Financial Inc
$63K
BAHBooz Allen Hamilton Hldg Corp
$62K
SONYSony Group Corporation
$61K
FQIDigital Rlty Tr Inc
$59K
BRBroadridge Final Solutions In
$56K
ROPRoper Technologies Inc
$54K
TTDThe Trade Desk Inc
$54K
MCOMoodys Corp
$53K
FBINFortune Brands Home & Sec
$53K
BKNGBooking Holdings Inc
$52K
DC4DexCom Inc
$51K
SPGISP Global Inc
$47K
NDQInvesco QQQ Trust
$47K
KLACKLA Corp
$47K
HUBSHubSpot Inc
$46K
YUMYum Brands Inc
$44K
IRIngersoll Rand Inc
$43K
EWCiShares MSCI Canada ETF
$42K
CTRACoterra Energy Inc
$41K
WMBWilliams Companies Inc
$41K
MTNVail Resorts, Inc.
$39K
VONVVanguard Russell 1000 Value ET
$39K
NEMNewmont Goldcorp Corp
$39K
DDOGDatadog Inc
$38K
RACEFerrari NV
$37K
PKGPackaging Corp of America
$37K
NVSNNovartis Ag ADR
$36K
APPApplovin Corp
$36K
UPSUnited Parcel Service Inc Clas
$35K
RGLDRoyal Gold Inc
$35K
MDYSPDR S&P Mid-Cap 400
$34K
HTGCHercules Capital Inc
$33K
CMECME Group Inc
$33K
HPEHewlett Packard Enterprise Co
$33K
ABNBAirbnb Inc
$33K
PAYXPaychex Inc
$32K
WWDWoodward Inc
$32K
EVRGEvergy Inc
$32K
USBU.S. Bancorp
$32K
EOGEOG Resources Inc.
$31K
IYJMFC Ishares Tr US Industrials
$31K
OMFOnemain Hldgs Inc
$31K
LPLALpl Finl Hldgs Inc
$31K
ALAir Lease Corporation Class A
$31K
RJFRaymond James Financial Inc
$30K
OGEOGE Energy Corp
$30K
ORIOld Republic International Cor
$30K
CINFCincinnati Financial Company
$30K
ADIAnalog Devices Inc
$30K
EXRExtra Space Storage Inc
$29K
SFStifel Financial Corp
$29K
DRIDarden Restaurants Inc
$29K
EDConsolidated Edison Inc
$29K
DTMDT Midstream, Inc.
$29K
CFRCullen/Frost Bankers Inc
$28K
CWENClearway Energy Inc
$28K
RGAReinsurance Group of America
$28K
EPDEnterprise Products Partners L
$28K
SLBSchlumberger Ltd
$28K
BKBank of New York Mellon Corp
$27K
KKRKKR & Co Inc
$27K
HEQTSimplify Hedged Equity ETF
$27K
AKXAnsys Inc
$27K
PSAPublic Storage
$27K
LNTAlliant Energy Corp
$27K
MASMasco Corp
$27K
DONWisdomtree Tr Us Midcap Divid
$27K
EEMVIshares Inc Msci Emerging Mark
$27K
AIZAssurant Inc
$26K
EHCEncompass Health Corp
$26K
FAFFirst American Financial Corp
$26K
INGRIngredion Inc
$26K
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