ALPINE BANK WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SO | 2K | $233.13K |
 | SHEL | 2K | $171.67K |
 | SONY | 2K | $67.66K |
 | CSCO | 2K | $158.73K |
 | WMT | 2K | $234.56K |
 | DIS | 2K | $256.25K |
 | DOV | 2K | $355.01K |
 | WTRG | 2K | $83.07K |
 | V | 2K | $692.66K |
 | CI | 2K | $574.77K |
 | KMB | 2K | $232.52K |
 | HTGC | 2K | $34.59K |
 | MA | 2K | $1.03M |
 | BMI | 2K | $305.01K |
 | HPE | 2K | $39.30K |
 | TFSL | 2K | $20.37K |
 | TKR | 2K | $112.77K |
 | ENB | 1K | $75.29K |
 | TROW | 1K | $148.83K |
 | D | 1K | $88.45K |
The Southern Company
SO
Shares Held
2K
Value
$233.13K
Shell plc
SHEL
Shares Held
2K
Value
$171.67K
Sony Group Corporation
SONY
Shares Held
2K
Value
$67.66K
Cisco Systems, Inc.
CSCO
Shares Held
2K
Value
$158.73K
Walmart Inc.
WMT
Shares Held
2K
Value
$234.56K
The Walt Disney Company
DIS
Shares Held
2K
Value
$256.25K
Dover Corporation
DOV
Shares Held
2K
Value
$355.01K
Essential Utilities, Inc.
WTRG
Shares Held
2K
Value
$83.07K
Visa Inc.
V
Shares Held
2K
Value
$692.66K
Cigna Corporation
CI
Shares Held
2K
Value
$574.77K
Kimberly-Clark Corporation
KMB
Shares Held
2K
Value
$232.52K
Hercules Capital, Inc.
HTGC
Shares Held
2K
Value
$34.59K
Mastercard Incorporated
MA
Shares Held
2K
Value
$1.03M
Badger Meter, Inc.
BMI
Shares Held
2K
Value
$305.01K
Hewlett Packard Enterprise Company
HPE
Shares Held
2K
Value
$39.30K
TFS Financial Corporation
TFSL
Shares Held
2K
Value
$20.37K
The Timken Company
TKR
Shares Held
2K
Value
$112.77K
Enbridge Inc.
ENB
Shares Held
1K
Value
$75.29K
T. Rowe Price Group, Inc.
TROW
Shares Held
1K
Value
$148.83K
Dominion Energy, Inc.
D
Shares Held
1K
Value
$88.45K