Portfolio (Quarterly)
Guide ↗
Alpine Bank Wealth Management
· CIK 0001974910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | OKE | ONEOK Inc | Energy | 194 | $14K | 0.00% | SOLD |
| 222 | CMCSA | Comcast Corp Class A | Communication Services | 440 | $14K | 0.00% | SOLD |
| 223 | WAT | Waters Corporation | Healthcare | 42 | $13K | 0.00% | SOLD |
| 224 | — | Sealed Air Corp | — | 355 | $13K | 0.00% | SOLD |
| 225 | — | TimkenSteel Corp | — | 750 | $12K | 0.00% | SOLD |
| 226 | ALB | Albemarle Corp | Basic Materials | 147 | $12K | 0.00% | SOLD |
| 227 | CNC | Centene Corporation | Healthcare | 326 | $12K | 0.00% | SOLD |
| 228 | EMN | Eastman Chemical Co | Basic Materials | 182 | $11K | 0.00% | SOLD |
| 229 | PSX | Phillips 66 | Energy | 83 | $11K | 0.00% | SOLD |
| 230 | XLE | Energy Select Sector SPDR ETF | — | 123 | $11K | 0.00% | SOLD |
| 231 | SJM | Smucker J M Co | Consumer Defensive | 100 | $11K | 0.00% | SOLD |
| 232 | WMB | Williams Companies Inc | Energy | 167 | $11K | 0.00% | SOLD |
| 233 | SWX | Southwest Gas Holdings Inc | Utilities | 131 | $10K | 0.00% | SOLD |
| 234 | COLD | Americold Realty Trust | Real Estate | 825 | $10K | 0.00% | SOLD |
| 235 | IVLU | Ishares Tr Msci Intl Value | — | 283 | $10K | 0.00% | SOLD |
| 236 | DHR | Danaher Corp | Healthcare | 47 | $9K | 0.00% | SOLD |
| 237 | KMI | Kinder Morgan Inc Class P | Energy | 320 | $9K | 0.00% | SOLD |
| 238 | C | Citigroup Inc | Financial Services | 86 | $9K | 0.00% | SOLD |
| 239 | AVY | Avery Dennison Corporation | Industrials | 50 | $8K | 0.00% | SOLD |
| 240 | IEV | Ishares Tr Europe Etf | — | 121 | $8K | 0.00% | SOLD |
Sector Allocation
Technology
28.2%
Financial Services
17.3%
Healthcare
12.6%
Consumer Cyclical
11.4%
Consumer Defensive
10.2%
Industrials
8.7%
Communication Services
5.6%
Energy
4.0%
Basic Materials
1.2%
Utilities
0.8%