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CIK: 0001974910
Total reported value
$773.3M
$773.3M
406 檔
36.2%
As reported in its official Q1 2025 Form 13F filing, Alpine Bank Wealth Management's tracked investment portfolio stood at $773.3M with 406 total positions.
During Q1 2025, Alpine Bank Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 406 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 11.75% | -0.19% | +35.93% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 9.04% | -0.42% | +31.59% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 8.70% | +4.00% | -27.61% | |
| 4 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 8.50% | — | — | |
| 5 | AGRH | Ishares Interest Rate Hedged | ETF-Other | 6.93% | -0.04% | EXIT | |
| 6 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 6.32% | +0.02% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.83% | +0.06% | -0.17% | |
| 8 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 3.72% | -0.03% | — | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.17% | -0.36% | -9.09% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.73% | -0.11% | — | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.56% | +0.03% | -63.46% | |
| 12 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.27% | -0.06% | -0.26% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.20% | -0.17% | -1.10% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.98% | -0.02% | -3.16% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.90% | -0.10% | — | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.90% | +0.58% | -81.39% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | +0.23% | -2.86% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.84% | +0.14% | -0.70% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.82% | — | -83.30% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.77% | -0.19% | -1.45% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.76% | -0.12% | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.74% | -0.06% | -2.35% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | +0.02% | -0.35% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | -0.01% | -8.98% | |
| 25 | XBIL | F/m US Treasury 6 Month Bill | ETF-Gov Bonds | 0.69% | +0.11% | +5.70% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | — | +1.94% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | +0.03% | — | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.56% | — | -3.42% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.07% | +2.36% | |
| 30 | XVV | Ishares Esg Select Screened | ETF-Other | 0.54% | +0.01% | — | |
| 31 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.53% | +3.75% | -6.19% | |
| 32 | IDMO | Invesco S&p International De | ETF-Other | 0.51% | — | -91.84% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | -0.04% | -1.47% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.48% | — | -18.91% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.48% | -0.05% | -1.61% | |
| 36 | OBIL | F/m US Treasury 12 Month Bil | ETF-Gov Bonds | 0.48% | +0.08% | +4.59% | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.47% | -0.03% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.37% | EXIT | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.42% | -0.09% | -4.76% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | +0.10% | -0.39% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | -0.11% | — | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.37% | — | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | -0.01% | +3.89% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.33% | +0.01% | -1.23% | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.33% | -0.19% | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.32% | -0.01% | -3.86% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.31% | — | — | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | — | -1.64% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.30% | -0.04% | -0.96% | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.29% | -0.01% | -4.04% |
According to official SEC Form 13F filings, Alpine Bank Wealth Management reported a total U.S. public equity portfolio value of $773.3M across 406 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPHQ, SPMO, USFR) accounted for 36.2% of total reported equity market value during Q1 2025.
During Q1 2025, Alpine Bank Wealth Management's top holdings by market value included SPHQ (11.8%)、SPMO (9.0%)、USFR (8.7%). The largest single position, SPHQ, represented 11.8% of total portfolio value.
In Q1 2025, Alpine Bank Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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