Alpine Bank Wealth Management

Q3 2024 13F Combination Report, Stock Holdings

Signature - Title
Jacob Going - VP Investments Manager
Location
Grand Junction, CO
Holdings as of
30 Sep 2024
Value $
$625,854,689
Num holdings
427
Filing time
08 Nov 2024, 17:44:40 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included USFR, SPHQ, MTBA, SPMO, and IDMO.
Next filing
Q1 2025 - 23 Apr 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jacob Going VP Investments Manager Grand Junction, Colorado 04 Nov 2024

Other Included Managers (1):

Num Name Location File Number
1 Alpine Bank