Alpine-Bank-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
406
Total Value
156328054
Accession Number
0001140361-25-015196
Form Type
13F-HR
Manager Name
Alpine-Bank-Wealth-Management
Data Enrichment
92% identified
375 identified31 unidentified

Holdings

406 positions • $156.3M total value
Manager:
Search and click to pin securities to the top
Page 1 of 21
COLGATE PALMOLIVE CO
Shares:78.7K
Value:$7.4M
% of Portfolio:4.7% ($7.4M/$156.3M)
BERKSHIRE HATHAWAY INC
Shares:7
Value:$5.6M
% of Portfolio:3.6% ($5.6M/$156.3M)
922908611
Shares:27.5K
Value:$5.1M
% of Portfolio:3.3% ($5.1M/$156.3M)
74933W460
Shares:86.0K
Value:$4.3M
% of Portfolio:2.8% ($4.3M/$156.3M)
BERKSHIRE HATHAWAY INC
Shares:7.3K
Value:$3.9M
% of Portfolio:2.5% ($3.9M/$156.3M)
MICROSOFT CORP
Shares:9.7K
Value:$3.6M
% of Portfolio:2.3% ($3.6M/$156.3M)
464287200
Shares:6.2K
Value:$3.5M
% of Portfolio:2.2% ($3.5M/$156.3M)
JPMORGAN CHASE & CO
Shares:14.0K
Value:$3.4M
% of Portfolio:2.2% ($3.4M/$156.3M)
922908512
Shares:21.0K
Value:$3.4M
% of Portfolio:2.2% ($3.4M/$156.3M)
464287507
Shares:57.6K
Value:$3.4M
% of Portfolio:2.1% ($3.4M/$156.3M)
46436E569
Shares:78.0K
Value:$3.3M
% of Portfolio:2.1% ($3.3M/$156.3M)
74933W478
Shares:59.1K
Value:$3.0M
% of Portfolio:1.9% ($3.0M/$156.3M)
AbbVie Inc.
Shares:14.1K
Value:$2.9M
% of Portfolio:1.9% ($2.9M/$156.3M)
922908595
Shares:11.6K
Value:$2.9M
% of Portfolio:1.9% ($2.9M/$156.3M)
LOWES COMPANIES INC
Shares:12.4K
Value:$2.9M
% of Portfolio:1.9% ($2.9M/$156.3M)
922908629
Shares:11.0K
Value:$2.8M
% of Portfolio:1.8% ($2.8M/$156.3M)
Alphabet Inc.
Shares:16.9K
Value:$2.6M
% of Portfolio:1.7% ($2.6M/$156.3M)
464287309
Shares:27.9K
Value:$2.6M
% of Portfolio:1.7% ($2.6M/$156.3M)
464287408
Shares:12.2K
Value:$2.3M
% of Portfolio:1.5% ($2.3M/$156.3M)
97717Y527
Shares:45.9K
Value:$2.3M
% of Portfolio:1.5% ($2.3M/$156.3M)