Portfolio (Quarterly)
Guide ↗
Alpine Bank Wealth Management
· CIK 0001974910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | XLV | Health Care Select Sector SPDR | — | 132 | $18K | 0.00% | SOLD |
| 202 | PGR | Progressive Corp | Financial Services | 70 | $17K | 0.00% | SOLD |
| 203 | AKAM | Akamai Technologies Inc | Technology | 224 | $17K | 0.00% | SOLD |
| 204 | FDS | Factset Resh Sys Inc | Financial Services | 58 | $17K | 0.00% | SOLD |
| 205 | DLS | Wisdomtree Tree Intl Small Cap | — | 207 | $16K | 0.00% | SOLD |
| 206 | QUAL | iShares Edge MSCI USA Quality | — | 84 | $16K | 0.00% | SOLD |
| 207 | EEM | iShares MSCI Emerging Markets | — | 300 | $16K | 0.00% | SOLD |
| 208 | UGI | Ugi Corp New | Utilities | 475 | $16K | 0.00% | SOLD |
| 209 | PFG | Principal Financial Group Inc | Financial Services | 189 | $16K | 0.00% | SOLD |
| 210 | SCHO | Schwab Short- Term US Treasury | — | 636 | $16K | 0.00% | SOLD |
| 211 | XLP | Consumer Staples SPDR ETF | — | 198 | $16K | 0.00% | SOLD |
| 212 | MFC | Manulife Financial Corp | Financial Services | 496 | $15K | 0.00% | SOLD |
| 213 | BIO | Bio-Rad Laboratories Inc | Healthcare | 55 | $15K | 0.00% | SOLD |
| 214 | ST | Sensata Technologies Holding P | Technology | 492 | $15K | 0.00% | SOLD |
| 215 | ESGU | iShares ESG Aware MSCI USA ETF | — | 103 | $15K | 0.00% | SOLD |
| 216 | HAL | Halliburton Co | Energy | 600 | $15K | 0.00% | SOLD |
| 217 | SU | Suncor Energy Inc | Energy | 350 | $15K | 0.00% | SOLD |
| 218 | GPN | Global Payments Inc | Industrials | 174 | $14K | 0.00% | SOLD |
| 219 | AMAT | Applied Materials Inc | Technology | 70 | $14K | 0.00% | SOLD |
| 220 | SBAC | SBA Communications Corp | Real Estate | 74 | $14K | 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%