AB
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Alpine Bank Wealth Management13F | |
| Alpine Bank Wealth Management | |
| Last update 2025-07-17 | 415 Stocks (39 new) |
| Value $662.00 Mil | Turnover 24 % |
Alpine Bank Wealth Management Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPMO | Invesco S&P 500 Momentum ETF | 802,816 | 90,292.7 | +31.84% | 13.640 | +3.29% | 0.900 | +26.35% | +20.83% | 10,513.1 | ||
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 1,489,055 | 74,914.4 | +38.25% | 11.320 | +3.13% | 0.400 | +1.15% | +2.42% | 18,858.3 | ||
VUSB | Vanguard Ultra-Short Bond ETF | 1,253,578 | 62,509.7 | +58.75% | 9.450 | +3.50% | 1.180 | +0.22% | +0.36% | 5,299.9 | ||
SPHQ | Invesco S&P 500 Quality ETF | 803,063 | 57,226.3 | -27.26% | 8.650 | -3.20% | 0.400 | +13.41% | +8.13% | 14,724.3 | ||
JCPB | JPMorgan Core Plus Bond ETF | 854,215 | 40,199.4 | New Holding | 6.070 | +6.07% | 0.570 | +1.00% | +1.35% | 7,022.2 | ||
GDE |
WisdomTree Efficient Gold Plus Equity Strategy Fund
WisdomTree Efficient Gold Plus Equity Strategy Fund
| 666,906 | 31,451.3 | New Holding | 4.750 | +4.75% | 12.350 | +19.18% | +33.00% | 266.4 | ||
IVV | iShares Core S&P 500 ETF | 42,881 | 26,624.8 | +1.07% | 4.020 | +0.04% | 0.000 | +18.50% | +8.26% | 642,209.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 342,302 | 21,229.6 | +1.22% | 3.210 | +0.04% | 0.020 | +15.72% | +3.35% | 98,717.1 | ||
IWM | iShares Russell 2000 ETF | 53,525 | 11,550.2 | -0.73% | 1.750 | -0.01% | 0.020 | +19.15% | +2.59% | 65,690.6 | ||
VUG | Vanguard Growth ETF | 23,807 | 10,437.0 | -9.38% | 1.580 | -0.15% | 0.010 | +24.95% | +9.74% | 165,393.5 |
Alpine Bank Wealth Management's Historical Top Holdings Breakdowns
Alpine Bank Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HEQT | Simplify Hedged Equity ETF | 2025-06-30 | Reduce Reduce | -8.50% | 27.22 ($29.01) 30.05 | $30.40 | 4.79% | Reduce -99.95% | 901 | -1,851,757 | |
AGRH |
iShares Interest Rate Hedged U.S. Aggregate Bond ETF
iShares Interest Rate Hedged U.S. Aggregate Bond ETF
| 2025-06-30 | Reduce Reduce | -6.83% | 25.52 ($25.79) 25.99 | $25.89 | 0.37% | Reduce -98.55% | 24,045 | -1,639,385 | |
JCPB | JPMorgan Core Plus Bond ETF | 2025-06-30 | New Buy New Buy | +6.07% | 45.9 ($46.46) 47.2 | $46.69 | 0.50% | New holding | 854,215 | 854,215 | |
GDE |
WisdomTree Efficient Gold Plus Equity Strategy Fund
WisdomTree Efficient Gold Plus Equity Strategy Fund
| 2025-06-30 | New Buy New Buy | +4.75% | 35.4 ($43.66) 47.16 | $49.33 | 12.99% | New holding | 666,906 | 666,906 | |
VUSB | Vanguard Ultra-Short Bond ETF | 2025-06-30 | Add Add | +3.50% | 49.49 ($49.68) 49.87 | $49.80 | 0.24% | Add 58.75% | 1,253,578 | 463,934 | |
LQDH |
iShares Interest Rate Hedged Corporate Bond ETF
iShares Interest Rate Hedged Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -3.45% | 88.49 ($91.42) 92.4 | $92.86 | 1.58% | Reduce -92.82% | 18,055 | -233,325 | |
SPMO | Invesco S&P 500 Momentum ETF | 2025-06-30 | Add Add | +3.29% | 82.32 ($99.71) 112.47 | $114.36 | 14.69% | Add 31.84% | 802,816 | 193,882 | |
SPHQ | Invesco S&P 500 Quality ETF | 2025-06-30 | Reduce Reduce | -3.20% | 59.24 ($67.61) 71.39 | $72.48 | 7.20% | Reduce -27.26% | 803,063 | -300,933 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-06-30 | Add Add | +3.13% | 50.29 ($50.37) 50.47 | $50.46 | 0.18% | Add 38.25% | 1,489,055 | 412,010 | |
TBIL | US Treasury 3 Month Bill ETF | 2025-06-30 | Add Add | +0.94% | 49.84 ($49.92) 50.01 | $49.95 | 0.06% | Add 188.93% | 189,728 | 124,063 |
Alpine Bank Wealth Management Total Holding History ($B)
Alpine Bank Wealth Management's Asset Allocation
Alpine Bank Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Alpine Bank Wealth Management's Hypothetical Growth since 2025-06-30
Alpine Bank Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Alpine Bank Wealth Management's Holdings Heat Map
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Alpine Bank Wealth Management's Holdings Bubble Chart
Alpine Bank Wealth Management News
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