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
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922042775
Shares:36.3K
Value:$2.2M
% of Portfolio:1.4% ($2.2M/$156.3M)
Apple Inc.
Shares:9.9K
Value:$2.2M
% of Portfolio:1.4% ($2.2M/$156.3M)
Meta Platforms, Inc.
Shares:3.7K
Value:$2.1M
% of Portfolio:1.4% ($2.1M/$156.3M)
EXXON MOBIL CORP
Shares:16.7K
Value:$2.0M
% of Portfolio:1.3% ($2.0M/$156.3M)
GOLDMAN SACHS GROUP INC
Shares:3.4K
Value:$1.9M
% of Portfolio:1.2% ($1.9M/$156.3M)
STARBUCKS CORP
Shares:18.1K
Value:$1.8M
% of Portfolio:1.1% ($1.8M/$156.3M)
464287804
Shares:16.9K
Value:$1.8M
% of Portfolio:1.1% ($1.8M/$156.3M)
47103U845
Shares:34.2K
Value:$1.7M
% of Portfolio:1.1% ($1.7M/$156.3M)
921943858
Shares:34.1K
Value:$1.7M
% of Portfolio:1.1% ($1.7M/$156.3M)
ABBOTT LABORATORIES
Shares:12.9K
Value:$1.7M
% of Portfolio:1.1% ($1.7M/$156.3M)
NVIDIA CORP
Shares:15.8K
Value:$1.7M
% of Portfolio:1.1% ($1.7M/$156.3M)
AUTOMATIC DATA PROCESSING INC
Shares:5.5K
Value:$1.7M
% of Portfolio:1.1% ($1.7M/$156.3M)
ORACLE CORP
Shares:11.2K
Value:$1.6M
% of Portfolio:1.0% ($1.6M/$156.3M)
46137V241
Shares:23.4K
Value:$1.6M
% of Portfolio:1.0% ($1.6M/$156.3M)
CHEVRON CORP
Shares:8.5K
Value:$1.4M
% of Portfolio:0.9% ($1.4M/$156.3M)
46431W705
Shares:14.9K
Value:$1.4M
% of Portfolio:0.9% ($1.4M/$156.3M)
922908751
Shares:6.2K
Value:$1.4M
% of Portfolio:0.9% ($1.4M/$156.3M)
922908736
Shares:3.6K
Value:$1.3M
% of Portfolio:0.9% ($1.3M/$156.3M)
AMERICAN EXPRESS CO
Shares:4.8K
Value:$1.3M
% of Portfolio:0.8% ($1.3M/$156.3M)
464287606
Shares:15.3K
Value:$1.3M
% of Portfolio:0.8% ($1.3M/$156.3M)