Alpine Bank Wealth Management Incresed Positions in Q4 2025

Alpine Bank Wealth Management

  • $707 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.07M
+ 67.81%
$47.34 - $48.01 $50.5M - $51.3M
2.64M $125B
Us Treasury 6 Month Bill ETF
53.2K
+ 133.54%
N/A
93.1K $4.66B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
49.5K
+ 28.53%
N/A
223K $11.1B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.3K
+ 1.33%
$72.21 - $75.0 $527K - $547K
555K $41.7B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
27.5K
+ 89.62%
$47.89 - $48.53 $1.32M - $1.33M
58.1K $2.78B
LLY
Eli Lilly & CO

Healthcare
278
+ 25.55%
$799.57 - $1025.28 $222K - $285K
1.37K $1.47B
VIG
Vanguard Dividend Appreciation

ETFs
1.89K
+ 338.6%
N/A
2.44K $537M
JNJ
Johnson & Johnson

Healthcare
700
+ 9.65%
$185.98 - $199.58 $130K - $140K
7.95K $1.65B
AMZN
Amazon Com Inc

Consumer Cyclical
733
+ 6.5%
$213.04 - $254.0 $156K - $186K
12K $2.77B
GS
Goldman Sachs Group Inc

Financial Services
14
+ 0.41%
$744.6 - $838.97 $10.4K - $11.7K
3.42K $3.01B
CAT
Caterpillar Inc

Industrials
270
+ 20.52%
$480.82 - $585.49 $130K - $158K
1.59K $909M
IBM
International Business Machines Corp

Technology
430
+ 10.58%
$275.97 - $314.98 $119K - $135K
4.49K $1.33B
TSLA
Tesla, Inc.

Consumer Cyclical
363
+ 11.85%
$401.99 - $468.37 $146K - $170K
3.43K $1.54B
GE
General Electric CO

Industrials
500
+ 19.67%
$291.49 - $314.28 $146K - $157K
3.04K $937M
AMD
Advanced Micro Devices Inc

Technology
195
+ 15.58%
$164.01 - $264.33 $32K - $51.5K
1.45K $310M
MLPA
Global X Mlp ETF

ETFs
1.77K
+ 12.84%
$46.39 - $48.6 $82.2K - $86.1K
15.6K $754M
Pro Shares S&P 500 High Income
758
+ 3.87%
N/A
20.3K $928M
COST
Costco Wholesale Corp

Consumer Defensive
124
+ 12.3%
$910.94 - $954.99 $113K - $118K
1.13K $976M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
2.45K
+ 6.27%
$19.61 - $19.82 $48.1K - $48.6K
41.6K $814M
BAC
Bank Of America Corp

Financial Services
86
+ 0.83%
$48.65 - $54.11 $4.18K - $4.65K
10.4K $574M
BUCK
Simplify Exchange Traded Fds S
1.87K
+ 5.78%
N/A
34.3K $813M
MCD
Mcdonalds Corp

Consumer Cyclical
84
+ 1.54%
$293.81 - $310.11 $24.7K - $26K
5.54K $1.69B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
565
+ 2.87%
$43.6 - $45.68 $24.6K - $25.8K
20.2K $900M
V
Visa Inc.

Financial Services
1
+ 0.05%
$325.75 - $352.42 $326 - $352
2.03K $712M
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.08%
$144.33 - $160.86 $433 - $483
3.64K $584M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
540
+ 1.45%
N/A
37.8K $857M
PG
Procter & Gamble CO

Consumer Defensive
309
+ 5.44%
$145.5 - $153.18 $45K - $47.3K
5.99K $858M
TXN
Texas Instruments Inc

Technology
127
+ 2.31%
N/A
5.62K $976M
GIS
General Mills Inc

Consumer Defensive
135
+ 1.22%
$45.98 - $50.93 $6.21K - $6.88K
11.2K $520M
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 1.3%
$358.03 - $397.02 $12.5K - $13.9K
2.73K $939M
NFLX
Netflix Inc

Communication Services
5.03K
+ 813.27%
$110.29 - $1241.35 $554K - $6.24M
5.64K $529M
ORCL
Oracle Corp

Technology
129
+ 0.87%
$217.57 - $313.0 $28.1K - $40.4K
15K $2.93B
Activity Summary
Buys All Purchases 34 New Holdings 1 Increased Positions 33 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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