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Home > Institutional Investor > Alpine Woods Capital Investors, Llc > 13F Holdings

Instuitional Investor - Alpine Woods Capital Investors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 46,320 $17,497,412 3.8%
2.
Wells Fargo & Company
 WFC 174,191 $14,395,144 3.13%
3.
Jpmorgan Chase & Co
 JPM 39,661 $12,982,289 2.82%
4.
Alphabet Inc.
 GOOGL 34,473 $12,180,358 2.65%
5.
Invesco Qqq TrPUTPUT
 15,000 $11,046,000 2.4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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