StockDriftsStockDriftsTop 50 Alpine Bank Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P Morgan CORE Plus Bond ETF | 13.17% | 1.92M | $90.6M | -27.20%(-718.88K) | $47.25(-1.02%) | 2026-03-31 | |
| SPMO | Invesco S&P 500 Momentum ETF | 12.91% | 791.7K | $88.8M | -6.75%(-57.29K) | $94.55(+54.73%) | 2026-03-31 | |
| SYSB | iShares Systematic Bond ETF | 12.61% | 974.4K | $86.7M | new | $89.38(-1.14%) | 2026-03-31 | |
| SPHQ | Invesco S&P 500 Quality ETF | 5.85% | 535.5K | $40.3M | -3.52%(-19.55K) | $65.85(+25.11%) | 2026-03-31 | |
| GDE | WisdomTree ETF Equity Gold S | 5.68% | 620.6K | $39.0M | -6.37%(-42.19K) | $44.97(+55.65%) | 2026-03-31 | |
| IVV | iShares SP 500 ETF | 4.04% | 42.5K | $27.8M | -0.09%(-37) | $562.32(+32.62%) | 2026-03-31 | |
| IJH | iShares Core S&P Mid-Cap | 3.27% | 332.6K | $22.5M | -0.17%(-570) | $60.42(+21.04%) | 2026-03-31 | |
| USFR | Wisdomtree Floating Rate Treas | 1.94% | 264.7K | $13.3M | -73.83%(-746.85K) | $50.28(+0.28%) | 2026-03-31 | |
| VUG | Vanguard Growth ETF | 1.66% | 26.2K | $11.4M | -64.47%(-47.47K) | $72.22(+21.17%) | 2026-03-31 | |
| TBIL | US Treasury 3 Month Bill ETF | 1.6% | 220.2K | $11.0M | -1.23%(-2.74K) | $49.99(-0.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.27% | +23.44% |
| Top 20 Holdings Unweighted | +6.10% | +19.44% |
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