Portfolio (Quarterly)
Guide ↗
Alpine Bank Wealth Management
· CIK 0001974910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | WTFC | Wintrust Finl Corp | Financial Services | 162 | $21K | 0.00% | SOLD |
| 182 | ROST | Ross Stores Inc | Consumer Cyclical | 138 | $21K | 0.00% | SOLD |
| 183 | VFH | Vanguard Financials ETF | — | 159 | $21K | 0.00% | SOLD |
| 184 | CSX | CSX Corp | Industrials | 581 | $21K | 0.00% | SOLD |
| 185 | CHE | Chemed Corp New | Healthcare | 46 | $21K | 0.00% | SOLD |
| 186 | CWEN | Clearway Energy Inc | Utilities | 728 | $21K | 0.00% | SOLD |
| 187 | TFSL | TFS Financial Corp | Financial Services | 1,546 | $20K | 0.00% | SOLD |
| 188 | LSTR | Landstar System Inc | Industrials | 166 | $20K | 0.00% | SOLD |
| 189 | EWBC | East West Bancorp Inc | Financial Services | 191 | $20K | 0.00% | SOLD |
| 190 | SMG | The Scotts Miracle Gro Co A | Basic Materials | 356 | $20K | 0.00% | SOLD |
| 191 | EWC | iShares MSCI Canada ETF | — | 400 | $20K | 0.00% | SOLD |
| 192 | URI | United Rentals Inc Com | Industrials | 21 | $20K | 0.00% | SOLD |
| 193 | A | Agilent Technologies | Healthcare | 156 | $20K | 0.00% | SOLD |
| 194 | BPOP | Popular Inc | Financial Services | 157 | $20K | 0.00% | SOLD |
| 195 | BXP | Boston Properties Inc | Real Estate | 265 | $20K | 0.00% | SOLD |
| 196 | TMO | Thermo Fisher Scientific Inc | Healthcare | 40 | $19K | 0.00% | SOLD |
| 197 | EGP | EastGroup Properties, Inc. | Real Estate | 114 | $19K | 0.00% | SOLD |
| 198 | DEO | Diageo PLC ADR | Consumer Defensive | 200 | $19K | 0.00% | SOLD |
| 199 | ARW | Arrow Electronics Inc | Technology | 155 | $19K | 0.00% | SOLD |
| 200 | CTRA | Coterra Energy Inc | Energy | 780 | $18K | 0.00% | SOLD |
Sector Allocation
Technology
26.6%
Financial Services
16.3%
Healthcare
11.9%
Communication Services
10.9%
Consumer Cyclical
10.8%
Consumer Defensive
9.6%
Industrials
8.2%
Energy
3.8%
Basic Materials
1.2%
Utilities
0.7%