Alpine Bank Wealth Management Sells in Q4 2025

Alpine Bank Wealth Management

  • $707 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VUSB
Vanguard Bd Index Fds
-446K
- 86.13%
N/A
71.8K $3.58B
USFR
Wisdomtree Floating Rate Treas

ETFs
-367K
- 26.63%
$50.24 - $50.4 $18.4M - $18.5M
1.01M $50.9B
GDE
Wisdomtree Tr Efficient Gold P

ETFs
-116K
- 14.91%
$56.35 - $64.61 $6.54M - $7.5M
663K $40.8B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-5.51K
- 0.64%
$117.68 - $124.18 $649K - $684K
849K $101B
CL
Colgate Palmolive CO

Consumer Defensive
-15.4K
- 18.77%
$74.98 - $79.86 $1.16M - $1.23M
66.8K $5.27B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-21.7K
- 41.58%
$50.55 - $50.74 $1.1M - $1.1M
30.5K $1.54B
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 14.29%
$712170.0 - $770185.0 $712K - $770K
6 $4.53B
IWM
Ishares Russell 2000 ETF

ETFs
-3.66K
- 7.11%
$236.79 - $250.33 $868K - $917K
47.9K $11.8B
MSFT
Microsoft Corp

Technology
-98
- 0.68%
$496.82 - $542.07 $48.7K - $53.1K
14.2K $6.88B
META
Meta Platforms, Inc.

Communication Services
-133
- 3.09%
$609.01 - $751.67 $81K - $100K
4.17K $2.75B
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-3.26K
- 22.12%
$92.73 - $93.89 $302K - $306K
11.5K $1.07B
ADP
Automatic Data Processing Inc

Industrials
-11
- 0.18%
$250.9 - $292.94 $2.76K - $3.22K
5.97K $1.54B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.51K
- 3.09%
$92.34 - $95.43 $139K - $144K
47.4K $4.46B
CI
Cigna Corp

Healthcare
-450
- 22.57%
$244.41 - $311.0 $110K - $140K
1.54K $425M
LOW
Lowes Companies Inc

Consumer Cyclical
-100
- 0.81%
$225.0 - $247.99 $22.5K - $24.8K
12.3K $2.96B
OBIL
Rbb Fd Inc Us Treas 12 Month B
-2.64K
- 3.79%
N/A
66.9K $3.36B
VOT
Vanguard Mid Cap Growth Index

ETFs
-243
- 5.01%
$279.76 - $298.12 $68K - $72.4K
4.6K $1.29B
VNQ
Vanguard Specialized Funds Van

ETFs
-885
- 4.77%
$88.13 - $92.69 $78K - $82K
17.7K $1.56B
CVX
Chevron Corp

Energy
-569
- 5.37%
$148.9 - $157.72 $84.7K - $89.7K
10K $1.53B
KO
Coca Cola CO

Consumer Defensive
-2.05K
- 20.45%
$66.1 - $71.61 $135K - $147K
7.97K $557M
GLDX
Uscf ETF Tr Gold Strategy Plus
-934
- 5.46%
N/A
16.2K $562M
NKE
Nike, Inc.

Consumer Cyclical
-829
- 11.44%
$60.8 - $74.57 $50.4K - $61.8K
6.42K $409M
NVDA
Nvidia Corp

Technology
-457
- 1.48%
$179.83 - $207.04 $82.2K - $94.6K
30.4K $5.67B
CLX
Clorox CO

Consumer Defensive
-115
- 4.13%
$103.68 - $123.19 $11.9K - $14.2K
2.67K $269M
VO
Vanguard Mid Cap ETF

ETFs
-35
- 0.21%
$286.27 - $296.23 $10K - $10.4K
16.3K $4.74B
ABBV
Abb Vie Inc.

Healthcare
-24
- 0.13%
$211.96 - $244.38 $5.09K - $5.87K
18.2K $4.15B
MA
Mastercard Inc

Financial Services
-81
- 4.46%
$536.85 - $580.45 $43.5K - $47K
1.74K $991M
COP
Conocophillips

Energy
-400
- 15.32%
$85.66 - $95.46 $34.3K - $38.2K
2.21K $207M
MO
Altria Group, Inc.

Consumer Defensive
-29
- 0.65%
$56.38 - $66.65 $1.64K - $1.93K
4.47K $258M
PFE
Pfizer Inc

Healthcare
-647
- 1.91%
$24.23 - $27.37 $15.7K - $17.7K
33.3K $829M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-81
- 4.41%
$459.47 - $491.71 $37.2K - $39.8K
1.76K $831M
UNP
Union Pacific Corp

Industrials
-48
- 1.43%
$216.37 - $237.41 $10.4K - $11.4K
3.31K $765M
SHW
Sherwin Williams CO

Basic Materials
-31
- 3.97%
$330.74 - $354.45 $10.3K - $11K
750 $243M
DIS
Walt Disney CO

Communication Services
-199
- 8.89%
$105.69 - $116.65 $21K - $23.2K
2.04K $232M
DUK
Duke Energy Corp

Utilities
-30
- 1.05%
$121.57 - $129.03 $3.65K - $3.87K
2.82K $331M
BMI
Badger Meter Inc

Technology
-85
- 4.98%
$172.92 - $187.87 $14.7K - $16K
1.62K $283M
LMT
Lockheed Martin Corp

Industrials
-7
- 0.66%
$452.1 - $514.24 $3.16K - $3.6K
1.06K $511M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-207
- 4.37%
$137.47 - $143.13 $28.5K - $29.6K
4.53K $651M
EMR
Emerson Electric CO

Industrials
-135
- 4.04%
$126.01 - $140.03 $17K - $18.9K
3.21K $425M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-611
- 3.49%
$92.24 - $96.56 $56.4K - $59K
16.9K $1.62B
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-2.05K
- 2.52%
$50.43 - $53.13 $103K - $109K
79.3K $4.18B
WMT
Walmart Inc.

Consumer Defensive
-255
- 11.2%
$101.18 - $109.03 $25.8K - $27.8K
2.02K $225M
PEP
Pepsico Inc

Consumer Defensive
-299
- 2.53%
$138.84 - $153.71 $41.5K - $46K
11.5K $1.65B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.13%
$475.68 - $513.11 $4.76K - $5.13K
7.53K $3.79B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-954
- 2.9%
$43.84 - $45.35 $41.8K - $43.3K
31.9K $1.45B
IWD
Ishares Russell 1000 Val ETF

ETFs
-78
- 2.76%
$199.44 - $208.01 $15.6K - $16.2K
2.75K $577M
VB
Vanguard Small Cap ETF

ETFs
-207
- 1.33%
$248.1 - $260.08 $51.4K - $53.8K
15.3K $3.96B
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 0.54%
$653.02 - $687.39 $3.27K - $3.44K
925 $631M
TRV
Travelers Companies, Inc.

Financial Services
-1
- 0.07%
$261.57 - $287.42 $262 - $287
1.39K $403M
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
Track This Portfolio

Track Alpine Bank Wealth Management Portfolio

Follow Alpine Bank Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpine Bank Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Alpine Bank Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email