Portfolio (Quarterly)
Guide ↗
Alpine Bank Wealth Management
· CIK 0001974910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | XLY | Select Sector Spdr Tr Energy | — | 33 | $8K | 0.00% | SOLD |
| 242 | WM | Waste Management Inc | Industrials | 35 | $8K | 0.00% | SOLD |
| 243 | MRSH | Marsh & McLennan Companies Inc | Financial Services | 38 | $8K | 0.00% | SOLD |
| 244 | IBIT | Ishares Bitcoin Trust ETF | Financial Services | 117 | $8K | 0.00% | SOLD |
| 245 | IYW | ishares Tr U.S. Tech | — | 38 | $7K | 0.00% | SOLD |
| 246 | BSY | Bentley Sys Inc | Technology | 142 | $7K | 0.00% | SOLD |
| 247 | LNG | Cheniere Energy Inc Common Sto | Energy | 31 | $7K | 0.00% | SOLD |
| 248 | MUR | Murphy Oil Corp | Energy | 249 | $7K | 0.00% | SOLD |
| 249 | BEN | Franklin Res Inc | Financial Services | 300 | $7K | 0.00% | SOLD |
| 250 | OEF | MFC iShares TR S&P 100 ETF | — | 20 | $7K | 0.00% | SOLD |
| 251 | ROK | Rockwell Automation Inc | Industrials | 19 | $7K | 0.00% | SOLD |
| 252 | HP | Helmerich & Payne Inc. | Energy | 299 | $7K | 0.00% | SOLD |
| 253 | AEP | American Electric Power Co Inc | Utilities | 48 | $5K | 0.00% | SOLD |
| 254 | DFAI | MFC Dimensional Etf Trust | — | 144 | $5K | 0.00% | SOLD |
| 255 | XRAY | Dentsply Sirona Inc | Healthcare | 401 | $5K | 0.00% | SOLD |
| 256 | JEPQ | JPMorgan NASDAQ Equity Premium | — | 85 | $5K | 0.00% | SOLD |
| 257 | EXC | Exelon Corp | Utilities | 107 | $5K | 0.00% | SOLD |
| 258 | IWB | iShares Russell 1000 ETF | — | 13 | $5K | 0.00% | SOLD |
| 259 | VPL | Vanguard FTSE Pacific | — | 51 | $4K | 0.00% | SOLD |
| 260 | IEI | iShares 3-7 Year Treasury Bond | — | 36 | $4K | 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%