Alpine Bank Wealth Management Q1 2025 Filing

Filed April 23, 2025

Portfolio Value

$623.1B

Holdings

406

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (406 positions)

#StockSharesValue% PortfolioType
101
BACBank of America Corporation
10,695$446.3M0.07%
102
NFLXNetflix Inc
478$445.8M0.07%
103
IWOiShares Russell 2000 Growth ET
1,623$414.7M0.07%
104
EMREmerson Electric Co
3,755$411.7M0.07%
105
DOVDover Corp
2,128$373.8M0.06%
106
DUKDuke Energy Corp
3,031$369.7M0.06%
107
TRVThe Travelers Companies Inc
1,396$369.2M0.06%
108
NVONovo Nordisk A/S
5,118$355.4M0.06%
109
BMIBadger Meter Inc
1,815$345.3M0.06%
110
AQLTiShares Russell Top 200 ETF
2,500$343.5M0.06%
111
IWRiShares Russell Mid-Cap ETF
3,835$326.2M0.05%
112
AMGNAmgen Inc
1,033$321.8M0.05%
113
MOAltria Group Inc
5,356$321.5M0.05%
114
IQLTIshares MSCI Intl Quality Fact
7,824$310.5M0.05%
115
TAT&T Inc
10,722$303.2M0.05%
116
AONAon Plc
725$289.3M0.05%
117
GWWW. W. Grainger Inc
285$281.5M0.05%
118
COPConocoPhillips
2,611$274.2M0.04%
119
LINLinde Plc
586$272.9M0.04%
120
KMBKimberly-Clark Corp
1,870$266.0M0.04%
121
CRMSalesforce.com Inc
986$264.6M0.04%
122
BXBlackstone Inc
1,878$262.5M0.04%
123
SHWSherwin-Williams Co
750$261.9M0.04%
124
INTCIntel Corp
11,200$254.4M0.04%
125
IWViShares Russell 3000 ETF
800$254.1M0.04%
126
BLKBlackrock Inc
266$251.8M0.04%
127
XYLXylem Inc
2,000$238.9M0.04%
128
SHELShell PLC
3,244$237.7M0.04%
129
PHParker Hannifin Corp
390$237.1M0.04%
130
BACVerizon Communications Inc
5,045$228.8M0.04%
131
SOSouthern Co
2,460$226.2M0.04%
132
PANWPalo Alto Networks Inc
1,320$225.2M0.04%
133
SYYSysco Corp
2,963$222.3M0.04%
134
ECLEcolab Inc
844$214.0M0.03%
135
CATCaterpillar Inc
644$212.4M0.03%
136
ICEIntercontinental Exchange Inc
1,211$208.9M0.03%
137
WMTWalmart Inc
2,354$206.7M0.03%
138
IAU*iShares Gold Trust
3,461$204.1M0.03%
139
IJTiShares SP Small Cap 600 Growt
1,622$201.9M0.03%
140
ETNEaton Corp PLC
741$201.4M0.03%
141
TJXTJX Companies Inc
1,636$199.3M0.03%
142
DEDeere & Co
410$192.4M0.03%
143
AWCAmerican Water Works Co Inc
1,300$191.8M0.03%
144
DISThe Walt Disney Co
1,937$191.2M0.03%
145
SCHDSchwab Strategic Tr Us Dividen
6,636$185.5M0.03%
146
NOCNorthrop Grumman Corp
353$180.7M0.03%
147
UNHUnitedHealth Group Inc
345$180.7M0.03%
148
MLB1Mercadolibre Inc
90$175.6M0.03%
149
CBRECbre Group Inc
1,313$171.7M0.03%
150
PLDPrologis Inc
1,534$171.5M0.03%
151
ALSAllstate Corp
814$168.6M0.03%
152
MMM3M Co
1,120$164.5M0.03%
153
EFGiShares MSCI EAFE Growth ETF
1,600$160.0M0.03%
154
CMICummins Inc
500$156.7M0.03%
155
AMTAmerican Tower Corp
720$156.7M0.03%
156
MGVVanguard Mega Cap Value ETF
1,200$154.6M0.02%
157
GDGeneral Dynamics Corp
563$153.5M0.02%
158
QCOMQualcomm Inc
972$149.3M0.02%
159
GEVGe Vernova Inc
485$148.1M0.02%
160
DWDMorgan Stanley
1,260$147.0M0.02%
161
TMUST-mobile Us Inc
542$144.6M0.02%
162
EQIXEquinix Inc
177$144.3M0.02%
163
ACNAccenture PLC Class A
454$141.7M0.02%
164
TROWT. Rowe Price Group Inc
1,450$133.2M0.02%
165
ABGCencora Inc
472$131.3M0.02%
166
BIIBBiogen Inc
895$122.5M0.02%
167
NOWServiceNow Inc
149$118.6M0.02%
168
TSMTaiwan Semiconductor MFG Co Lt
705$117.0M0.02%
169
CSCOCisco Systems Inc
1,867$115.2M0.02%
170
MCKMcKesson Corp
169$113.7M0.02%
171
ZSEPEquity Defined Protection ETF
4,500$112.2M0.02%
172
ADBEAdobe Inc
289$110.8M0.02%
173
ENBEnbridge Inc
2,460$109.0M0.02%
174
VIGVanguard Dividend Appreciation
557$108.1M0.02%
175
TKRThe Timken Co
1,500$107.8M0.02%
176
ORLYO'Reilly Automotive Inc
74$106.0M0.02%
177
AVBAvalonBay Communties Inc
484$103.9M0.02%
178
VRTXVertex Pharmaceuticals Inc
210$101.8M0.02%
179
DYHTarget Corp
970$101.2M0.02%
180
UBERUber Technologies Inc
1,382$100.7M0.02%
181
BABoeing Co
590$100.6M0.02%
182
INTUIntuit Inc
161$98.9M0.02%
183
CDNSCadence Design Systems Inc
377$95.9M0.02%
184
SHOPShopify Inc Class A
1,000$95.5M0.02%
185
AMDAdvanced Micro Devices Inc
900$92.5M0.01%
186
CBChubb Ltd
304$91.8M0.01%
187
IGSBiShares Short-Term Corporate B
1,720$90.1M0.01%
188
DKSDicks Sporting Goods Inc
440$88.7M0.01%
189
7HPHP Inc
3,200$88.6M0.01%
190
EXRExtra Space Storage Inc
582$86.4M0.01%
191
CRWDCrowdstrike Holdings Inc
245$86.4M0.01%
192
PGRProgressive Corp
304$86.0M0.01%
193
WTRGEssential Utilities Inc
2,082$82.3M0.01%
194
ESSEssex Property Trust Inc
267$81.9M0.01%
195
DDominion Energy Inc
1,452$81.4M0.01%
196
PSAPublic Storage
269$80.5M0.01%
197
EWEdwards Lifesciences Corp.
1,098$79.6M0.01%
198
RSGRepublic Services Inc Class A
320$77.5M0.01%
199
LPLALpl Finl Hldgs Inc
232$75.9M0.01%
200
HLTHilton Worldwide Holdings Inc
333$75.8M0.01%
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