Alpine Woods Capital Investors, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $595 Million distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $23M, Apple Inc. with a value of $19.3M, Jpmorgan Chase & CO with a value of $17.7M, Wells Fargo & Company with a value of $15.3M, and Microsoft Corp with a value of $15.1M.
Examining the 13F form we can see an decrease of $30.8M in the current position value, from $626M to 595M.
Below you can find more details about Alpine Woods Capital Investors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$595 Million
Technology: $128 Million
ETFs: $99.3 Million
Industrials: $71.6 Million
Financial Services: $69.6 Million
Healthcare: $54.6 Million
Consumer Cyclical: $42.3 Million
Communication Services: $37.5 Million
Energy: $27.2 Million
Other: $64.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
