Sponsored

The Analysis of Alpine Bank Wealth Management's Holdings & P&L

Currently, Alpine Bank Wealth Management holds 161 types of securities in its portfolio with a total value $687.8M. In the most recent quarter, they have increased their positions in SYSB (+974.4K shares, valued at $86.7M), WTPI (+165.3K shares, valued at $5.3M), XBIL (+60.6K shares, valued at $3.0M); decreased their positions in USFR (-746.8K shares, valued at $37.6M), JCPB (-718.9K shares, valued at $33.8M), VUG (-47.5K shares, valued at $20.7M); initiated new positions in SYSB (+974.4K shares, valued at $86.7M), WTPI (+165.3K shares, valued at $5.3M), ZNOV (+113.0K shares, valued at $3.0M).

1M P&L

+20.6M+2.93%

3M P&L

-50.9M-6.59%

HY P&L

-19.6M-2.64%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A571.2M

86.0%

2Drug Manufacturers - General9.2M

1.4%

3Software - Infrastructure7.6M

1.2%

Top Industries by Stock Count

1N/A67 stocks

46.2%

2Drug Manufacturers - General6 stocks

4.1%

3Semiconductors5 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JCPB J P Morgan CORE Plus Bond ETF1.9M shares-27.20%2026-03-312026-04-21

SPMO Invesco S&P 500 Momentum ETF791.7K shares-6.75%2026-03-312026-04-21

SYSB iShares Systematic Bond ETF974.4K sharesnew addition2026-03-312026-04-21

SPHQ Invesco S&P 500 Quality ETF535.5K shares-3.52%2026-03-312026-04-21

GDE WisdomTree ETF Equity Gold S620.6K shares-6.37%2026-03-312026-04-21

IVV iShares SP 500 ETF42.5K shares-0.09%2026-03-312026-04-21

IJH iShares Core S&P Mid-Cap332.6K shares-0.17%2026-03-312026-04-21

USFR Wisdomtree Floating Rate Treas264.7K shares-73.83%2026-03-312026-04-21

Sponsored

VUG Vanguard Growth ETF26.2K shares-64.47%2026-03-312026-04-21

TBIL US Treasury 3 Month Bill ETF220.2K shares-1.23%2026-03-312026-04-21

IWM iShares Russell 200043.1K shares-9.90%2026-03-312026-04-21

IVW iShares SP 500 Growth ETF80.3K shares-0.25%2026-03-312026-04-21

IDMO Invesco S&P Intl Developed Mom149.1K shares54.50%2026-03-312026-04-21

XBIL US Treasury 6 Month Bill ETF153.7K shares65.12%2026-03-312026-04-21

AAPL Apple Inc23.7K shares1.09%2026-03-312026-04-21

Alphabet Inc Class C Alphabet Inc Class C20.8K shares0.18%2026-03-312026-04-21

Sponsored

CL Colgate Palmolive Co67.2K shares0.61%2026-03-312026-04-21

VOE Vanguard Mid-Cap Value Index E29.2K shares-2.21%2026-03-312026-04-21

WTPI WisdomTree Equity Premium Inco165.3K sharesnew addition2026-03-312026-04-21

IVE iShares SP 500 Value ETF24.9K shares-0.18%2026-03-312026-04-21

MSFT Microsoft Corp14.1K shares-0.89%2026-03-312026-04-21

JPM JPMorgan Chase & Co17.4K shares-1.19%2026-03-312026-04-21

NVDA NVIDIA Corp28.8K shares-5.26%2026-03-312026-04-21

VO Vanguard Mid-Cap ETF15.8K shares-3.51%2026-03-312026-04-21

Sponsored

Broadcom Inc Broadcom Inc14.4K shares0.17%2026-03-312026-04-21

BRK.A Berkshire Hathaway Inc Class A6 shares0.00%2026-03-312026-04-21

VEU Vanguard FTSE All-Wld ex-US ET55.7K shares0.00%2026-03-312026-04-21

ABBV AbbVie Inc.18.7K shares2.92%2026-03-312026-04-21

USMV iShares Edge MSCI Min Vol USA42.7K shares-9.94%2026-03-312026-04-21

VB Vanguard Small-Cap ETF15.0K shares-2.41%2026-03-312026-04-21

VEA Vanguard FTSE Developed Market57.5K shares-0.75%2026-03-312026-04-21

Berkshire Hathaway Inc Class B Berkshire Hathaway Inc Class B7.6K shares0.27%2026-03-312026-04-21

Sponsored

XOM Exxon Mobil Corp20.9K shares-4.65%2026-03-312026-04-21

OBIL US Treasury 12 Month Bill ETF70.6K shares5.58%2026-03-312026-04-21

VBK Vanguard Small -Cap Growth ETF11.6K shares0.00%2026-03-312026-04-21

XVV Ishares ESG Screened S&P 500 E70.3K shares-11.26%2026-03-312026-04-21

EAGG iShares ESG Aware US Aggregate64.0K shares10.12%2026-03-312026-04-21

ZNOV Innovator Etfs Trust113.0K sharesnew addition2026-03-312026-04-21

ZDEK Innovator Etfs Trust116.0K sharesnew addition2026-03-312026-04-21

ZFEB Innovator Etfs Trust115.0K shares513.33%2026-03-312026-04-21

Sponsored

GS Goldman Sachs Group Inc3.4K shares-0.03%2026-03-312026-04-21

LOW Lowes Companies Inc12.0K shares-2.36%2026-03-312026-04-21

IJK iShares S&P Mid-Cap 400 Growth26.4K shares-4.01%2026-03-312026-04-21

VBR Vanguard Small- Cap Value ETF12.2K shares-4.19%2026-03-312026-04-21

VTV Vanguard Value ETF13.2K shares0.00%2026-03-312026-04-21

AMZN Amazon.com Inc11.8K shares-1.39%2026-03-312026-04-21

SIVR Abrdn Silver Shares ETF34.0K shares0.00%2026-03-312026-04-21

META Meta Platforms Inc4.3K shares1.99%2026-03-312026-04-21

Sponsored

Alphabet Inc Class A Alphabet Inc Class A7.6K shares-1.11%2026-03-312026-04-21

ORCL Oracle Corp14.9K shares-0.73%2026-03-312026-04-21

IWS iShares Russell Mid-Cap Value15.0K shares0.00%2026-03-312026-04-21

CVX Chevron Corp10.0K shares0.02%2026-03-312026-04-21

JNJ Johnson & Johnson8.0K shares1.12%2026-03-312026-04-21

IJS iShares SP Small Cap 600 Value16.5K shares-20.89%2026-03-312026-04-21

IJR iShares Core S&P Small-Cap ETF15.4K shares-2.45%2026-03-312026-04-21

MCD McDonald's Corp5.9K shares7.33%2026-03-312026-04-21

Sponsored

PEP PepsiCo Inc11.2K shares-3.09%2026-03-312026-04-21

Etfs Gold Tr Etfs Gold Tr38.0K shares35.71%2026-03-312026-04-21

AXP American Express Co5.4K shares0.00%2026-03-312026-04-21

EFA iShares MSCI EAFE ETF16.9K shares0.00%2026-03-312026-04-21

SBUX Starbucks Corp18.3K shares0.01%2026-03-312026-04-21

Merck & Co Inc Merck & Co Inc13.4K shares2.17%2026-03-312026-04-21

VNQ Vanguard Real Estate ETF18.0K shares1.79%2026-03-312026-04-21

ABT Abbott Laboratories15.5K shares-0.14%2026-03-312026-04-21

Sponsored

IQLT Ishares MSCI Intl Quality Fact32.0K shares0.18%2026-03-312026-04-21

NSC Norfork Southern Corp5.1K shares0.00%2026-03-312026-04-21

JAAA Janus Henderson AAA CLO28.9K shares-5.22%2026-03-312026-04-21

VUSB Vanguard Ultra-Short Bond ETF28.4K shares-60.52%2026-03-312026-04-21

BUCK Simplify Treasury Option Incom58.3K shares69.94%2026-03-312026-04-21

TLTW iShares 20 Year Treasury Bond60.0K shares58.80%2026-03-312026-04-21

TSLA Tesla, Inc3.5K shares0.85%2026-03-312026-04-21

LLY Eli Lilly and Co1.4K shares-1.10%2026-03-312026-04-21

Sponsored

ADP Automatic Data Processing Inc5.9K shares-0.59%2026-03-312026-04-21

VOT Vanguard Mid-Cap Growth ETF4.5K shares-2.04%2026-03-312026-04-21

CAT Caterpillar Inc1.6K shares-0.38%2026-03-312026-04-21

TXN Texas Instruments Inc5.8K shares2.51%2026-03-312026-04-21

COST Costco Wholesale Corp1.1K shares-3.27%2026-03-312026-04-21

SYK Stryker Corp3.3K shares0.00%2026-03-312026-04-21

IBM International Business Machine4.4K shares-3.07%2026-03-312026-04-21

IJJ iShares S&P Mid-Cap 400 Value7.9K shares-4.81%2026-03-312026-04-21

Sponsored

APD Air Products & Chemicals Inc3.5K shares0.00%2026-03-312026-04-21

HD The Home Depot Inc3.0K shares10.26%2026-03-312026-04-21

DIVO Amplify CWP Enhanced Dividend22.0K shares8.63%2026-03-312026-04-21

HON Honeywell International Inc4.3K shares5.20%2026-03-312026-04-21

IWP iShares Russell Mid-Cap Growth7.6K shares0.00%2026-03-312026-04-21

IEFA iShares Core MSCI EAFE ETF10.4K shares0.00%2026-03-312026-04-21

General Electric Co General Electric Co3.2K shares5.26%2026-03-312026-04-21

PFE Pfizer Inc32.1K shares-3.63%2026-03-312026-04-21

Sponsored

MA Mastercard Inc A1.8K shares3.46%2026-03-312026-04-21

MLPA Global X MLP ETF16.0K shares2.56%2026-03-312026-04-21

ISPY ProShares S&P 500 High Income19.7K shares-3.01%2026-03-312026-04-21

PG Procter & Gamble Co5.7K shares-5.16%2026-03-312026-04-21

UNP Union Pacific Corp3.3K shares0.00%2026-03-312026-04-21

VRP Invesco Variable Rate Preferre33.3K sharesnew addition2026-03-312026-04-21

SPY SPDR SP 500 ETF1.2K shares32.22%2026-03-312026-04-21

IWF iShares Russell 1000 Growth ET1.8K shares0.00%2026-03-312026-04-21

Sponsored

RTX RTX CORP3.7K shares0.03%2026-03-312026-04-21

USCF Gold Strategy Plus Income USCF Gold Strategy Plus Income18.9K shares16.67%2026-03-312026-04-21

VYM Vanguard High Dividend Yield E4.5K shares0.00%2026-03-312026-04-21

AFL Aflac Inc6.1K shares0.02%2026-03-312026-04-21

LMT Lockheed Martin Corp1.0K shares-0.85%2026-03-312026-04-21

PM Philip Morris International In3.7K shares2.83%2026-03-312026-04-21

KO Coca-Cola Co8.0K shares0.06%2026-03-312026-04-21

BMY Bristol-Myers Squibb Company9.9K shares-0.86%2026-03-312026-04-21

Sponsored

GEV Ge Vernova Inc679 shares40.00%2026-03-312026-04-21

IWD Ishares TR Russell 1000 Value2.7K shares0.00%2026-03-312026-04-21

DVY iShares Select Dividend ETF3.6K shares32.40%2026-03-312026-04-21

VIG Vanguard Dividend Appreciation2.4K shares-2.17%2026-03-312026-04-21

LQDH Ishares Interest Rate Hedged C5.5K shares-52.38%2026-03-312026-04-21

BAC Bank of America Corporation10.3K shares-0.98%2026-03-312026-04-21

INTC Intel Corp11.2K shares0.04%2026-03-312026-04-21

AZO AutoZone Inc143 shares0.00%2026-03-312026-04-21

Sponsored

EMR Emerson Electric Co3.4K shares5.68%2026-03-312026-04-21

DOV Dover Corp2.1K shares0.00%2026-03-312026-04-21

AMGN Amgen Inc1.3K shares39.62%2026-03-312026-04-21

WMT Walmart Inc3.4K shares67.74%2026-03-312026-04-21

GIS General Mills Inc11.1K shares-0.56%2026-03-312026-04-21

AMD Advanced Micro Devices Inc2.0K shares40.57%2026-03-312026-04-21

IWO iShares Russell 2000 Growth ET1.3K shares0.00%2026-03-312026-04-21

GLW Corning Inc3.0K shares0.00%2026-03-312026-04-21

Sponsored

EFV iShares MSCI EAFE Value ETF5.4K shares-9.79%2026-03-312026-04-21

TRV The Travelers Companies Inc1.4K shares-0.72%2026-03-312026-04-21

IWL iShares Russell Top 200 ETF2.5K shares0.00%2026-03-312026-04-21

V Visa Inc Class A1.3K shares-37.00%2026-03-312026-04-21

Duke Energy Corp Duke Energy Corp2.8K shares-1.17%2026-03-312026-04-21

MGC Vanguard Mega Cap Index Fund E1.5K shares0.00%2026-03-312026-04-21

Cigna Corp Cigna Corp1.4K shares-12.05%2026-03-312026-04-21

COP ConocoPhillips2.7K shares21.44%2026-03-312026-04-21

Sponsored

NKE Nike Inc Class B6.4K shares0.03%2026-03-312026-04-21

PH Parker Hannifin Corp378 shares-4.79%2026-03-312026-04-21

NFLX Netflix Inc3.4K shares-39.23%2026-03-312026-04-21

MO Altria Group Inc4.9K shares9.63%2026-03-312026-04-21

IWR iShares Russell Mid-Cap ETF3.3K shares0.00%2026-03-312026-04-21

GWW W. W. Grainger Inc285 shares0.00%2026-03-312026-04-21

iShares Gold Trust iShares Gold Trust3.5K shares0.00%2026-03-312026-04-21

IWV iShares Russell 3000 ETF800 shares0.00%2026-03-312026-04-21

Sponsored

TSM Taiwan Semiconductor MFG Co Lt860 shares4.88%2026-03-312026-04-21

Eaton Corp PLC Eaton Corp PLC796 shares0.00%2026-03-312026-04-21

CLX Clorox Co2.7K shares0.00%2026-03-312026-04-21

Ishares Interest Rate Hedged U Ishares Interest Rate Hedged U10.5K shares0.00%2026-03-312026-04-21

PKG Packaging Corp of America1.3K sharesnew addition2026-03-312026-04-21

CMI Cummins Inc500 shares0.00%2026-03-312026-04-21

Blackrock Inc Blackrock Inc278 shares-1.07%2026-03-312026-04-21

T AT&T Inc9.0K shares-1.59%2026-03-312026-04-21

Sponsored

TJX TJX Companies Inc1.6K shares16.70%2026-03-312026-04-21

FCX Freeport-McMoRan Inc4.3K sharesnew addition2026-03-312026-04-21

BMI Badger Meter Inc1.6K shares0.00%2026-03-312026-04-21

WY Weyerhaeuser Co10.0K sharesnew addition2026-03-312026-04-21

SHW Sherwin-Williams Co750 shares0.00%2026-03-312026-04-21

SO Southern Co2.5K shares0.08%2026-03-312026-04-21

Aon Plc Aon Plc725 shares0.00%2026-03-312026-04-21

DE Deere & Co410 sharesnew addition2026-03-312026-04-21

Sponsored

PANW Palo Alto Networks Inc1.4K shares0.00%2026-03-312026-04-21

NOC Northrop Grumman Corp335 sharesnew addition2026-03-312026-04-21

SHEL Shell PLC2.4K sharesnew addition2026-03-312026-04-21

General Dynamics Corp General Dynamics Corp634 sharesnew addition2026-03-312026-04-21

ICE Intercontinental Exchange Inc1.4K sharesnew addition2026-03-312026-04-21

CRM Salesforce.com Inc1.1K sharesnew addition2026-03-312026-04-21

SCHD Schwab Strategic Tr Us Dividen6.6K sharesnew addition2026-03-312026-04-21

XEL Xcel Energy Inc2.5K sharesnew addition2026-03-312026-04-21

Sponsored

XOVR Entrepreneurshares Series Trus10.0K shares0.00%2026-03-312026-04-21

JCPB

J P Morgan CORE Plus Bond ETF

-27.20%

Shares1.9M

Event2026-03-31

Filed2026-04-21

SPMO

Invesco S&P 500 Momentum ETF

-6.75%

Shares791.7K

Event2026-03-31

Filed2026-04-21

SYSB

iShares Systematic Bond ETF

New

Shares974.4K

Event2026-03-31

Filed2026-04-21

SPHQ

Invesco S&P 500 Quality ETF

-3.52%

Shares535.5K

Event2026-03-31

Filed2026-04-21

GDE

WisdomTree ETF Equity Gold S

-6.37%

Shares620.6K

Event2026-03-31

Filed2026-04-21

IVV

iShares SP 500 ETF

-0.09%

Shares42.5K

Event2026-03-31

Filed2026-04-21

IJH

iShares Core S&P Mid-Cap

-0.17%

Shares332.6K

Event2026-03-31

Filed2026-04-21

USFR

Wisdomtree Floating Rate Treas

-73.83%

Shares264.7K

Event2026-03-31

Filed2026-04-21

VUG

Vanguard Growth ETF

-64.47%

Shares26.2K

Event2026-03-31

Filed2026-04-21

TBIL

US Treasury 3 Month Bill ETF

-1.23%

Shares220.2K

Event2026-03-31

Filed2026-04-21

IWM

iShares Russell 2000

-9.90%

Shares43.1K

Event2026-03-31

Filed2026-04-21

IVW

iShares SP 500 Growth ETF

-0.25%

Shares80.3K

Event2026-03-31

Filed2026-04-21

IDMO

Invesco S&P Intl Developed Mom

54.50%

Shares149.1K

Event2026-03-31

Filed2026-04-21

XBIL

US Treasury 6 Month Bill ETF

65.12%

Shares153.7K

Event2026-03-31

Filed2026-04-21

AAPL

Apple Inc

1.09%

Shares23.7K

Event2026-03-31

Filed2026-04-21

Alphabet Inc Class C

0.18%

Shares20.8K

Event2026-03-31

Filed2026-04-21

Colgate Palmolive Co

0.61%

Shares67.2K

Event2026-03-31

Filed2026-04-21

VOE

Vanguard Mid-Cap Value Index E

-2.21%

Shares29.2K

Event2026-03-31

Filed2026-04-21

WTPI

WisdomTree Equity Premium Inco

New

Shares165.3K

Event2026-03-31

Filed2026-04-21

IVE

iShares SP 500 Value ETF

-0.18%

Shares24.9K

Event2026-03-31

Filed2026-04-21

MSFT

Microsoft Corp

-0.89%

Shares14.1K

Event2026-03-31

Filed2026-04-21

JPM

JPMorgan Chase & Co

-1.19%

Shares17.4K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA Corp

-5.26%

Shares28.8K

Event2026-03-31

Filed2026-04-21

Vanguard Mid-Cap ETF

-3.51%

Shares15.8K

Event2026-03-31

Filed2026-04-21

Broadcom Inc

0.17%

Shares14.4K

Event2026-03-31

Filed2026-04-21

BRK.A

Berkshire Hathaway Inc Class A

0.00%

Shares6

Event2026-03-31

Filed2026-04-21

VEU

Vanguard FTSE All-Wld ex-US ET

0.00%

Shares55.7K

Event2026-03-31

Filed2026-04-21

ABBV

AbbVie Inc.

2.92%

Shares18.7K

Event2026-03-31

Filed2026-04-21

USMV

iShares Edge MSCI Min Vol USA

-9.94%

Shares42.7K

Event2026-03-31

Filed2026-04-21

Vanguard Small-Cap ETF

-2.41%

Shares15.0K

Event2026-03-31

Filed2026-04-21

VEA

Vanguard FTSE Developed Market

-0.75%

Shares57.5K

Event2026-03-31

Filed2026-04-21

Berkshire Hathaway Inc Class B

0.27%

Shares7.6K

Event2026-03-31

Filed2026-04-21

XOM

Exxon Mobil Corp

-4.65%

Shares20.9K

Event2026-03-31

Filed2026-04-21

OBIL

US Treasury 12 Month Bill ETF

5.58%

Shares70.6K

Event2026-03-31

Filed2026-04-21

VBK

Vanguard Small -Cap Growth ETF

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-21

XVV

Ishares ESG Screened S&P 500 E

-11.26%

Shares70.3K

Event2026-03-31

Filed2026-04-21

EAGG

iShares ESG Aware US Aggregate

10.12%

Shares64.0K

Event2026-03-31

Filed2026-04-21

ZNOV

Innovator Etfs Trust

New

Shares113.0K

Event2026-03-31

Filed2026-04-21

ZDEK

Innovator Etfs Trust

New

Shares116.0K

Event2026-03-31

Filed2026-04-21

ZFEB

Innovator Etfs Trust

513.33%

Shares115.0K

Event2026-03-31

Filed2026-04-21

Goldman Sachs Group Inc

-0.03%

Shares3.4K

Event2026-03-31

Filed2026-04-21

LOW

Lowes Companies Inc

-2.36%

Shares12.0K

Event2026-03-31

Filed2026-04-21

IJK

iShares S&P Mid-Cap 400 Growth

-4.01%

Shares26.4K

Event2026-03-31

Filed2026-04-21

VBR

Vanguard Small- Cap Value ETF

-4.19%

Shares12.2K

Event2026-03-31

Filed2026-04-21

VTV

Vanguard Value ETF

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-21

AMZN

Amazon.com Inc

-1.39%

Shares11.8K

Event2026-03-31

Filed2026-04-21

SIVR

Abrdn Silver Shares ETF

0.00%

Shares34.0K

Event2026-03-31

Filed2026-04-21