Alpine Bank Wealth Management Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$706.8M

Holdings

149

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (149 positions)

StockValue
USGUSCF Gold Strategy Plus Income
$561K
KOCoca-Cola Co
$556K
BMYBristol-Myers Squibb Company
$537K
VIGVanguard Dividend Appreciation
$536K
NFLXNetflix Inc
$529K
GISGeneral Mills Inc
$519K
LMTLockheed Martin Corp
$510K
AZOAutoZone Inc
$484K
ZFEBInnovator Etfs Trust
$475K
EFViShares MSCI EAFE Value ETF
$431K
AQLTiShares Russell Top 200 ETF
$426K
EMREmerson Electric Co
$425K
CICigna Corp
$424K
IWOiShares Russell 2000 Growth ET
$423K
DOVDover Corp
$415K
INTCIntel Corp
$413K
NKENike Inc Class B
$408K
TRVThe Travelers Companies Inc
$402K
MGCVanguard Mega Cap Index Fund E
$387K
AQLTiShares Select Dividend ETF
$387K
PHParker Hannifin Corp
$348K
DUKDuke Energy Corp
$330K
GEVGe Vernova Inc
$316K
IWRiShares Russell Mid-Cap ETF
$316K
AMDAdvanced Micro Devices Inc
$309K
IWViShares Russell 3000 ETF
$309K
BLKBlackrock Inc
$300K
AMGNAmgen Inc
$293K
GWWW. W. Grainger Inc
$286K
BMIBadger Meter Inc
$283K
IAU*iShares Gold Trust
$280K
AGRHIshares Interest Rate Hedged U
$276K
CLXClorox Co
$269K
PANWPalo Alto Networks Inc
$263K
GLWCorning Inc
$262K
MOAltria Group Inc
$256K
AONAon Plc
$255K
CMICummins Inc
$254K
ETNEaton Corp PLC
$253K
TSMTaiwan Semiconductor MFG Co Lt
$248K
SHWSherwin-Williams Co
$243K
BHPBHP Billiton Ltd
$241K
DISThe Walt Disney Co
$231K
TAT&T Inc
$225K
WMTWalmart Inc
$224K
SOSouthern Co
$214K
TJXTJX Companies Inc
$213K
COPConocoPhillips
$206K
XOVREntrepreneurshares Series Trus
$201K
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