Portfolio (Quarterly)
Guide ↗
Alpine Bank Wealth Management
· CIK 0001974910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | EGO | Eldorado Gold Corp | Basic Materials | 148 | $4K | 0.00% | SOLD |
| 262 | CME | CME Group Inc | Financial Services | 15 | $4K | 0.00% | SOLD |
| 263 | SPIB | MFC Spdr Series Trust | — | 87 | $3K | — | SOLD |
| 264 | RPRX | Royalty Pharma Plc | Healthcare | 82 | $3K | — | SOLD |
| 265 | — | Entergy Corp | — | 30 | $3K | — | SOLD |
| 266 | DYNF | MFC Ishares U.S. Equity Factor | — | 44 | $3K | — | SOLD |
| 267 | NEU | NewMarket Corp | Basic Materials | 3 | $2K | — | SOLD |
| 268 | MSI | Motorola Solutions | Technology | 5 | $2K | — | SOLD |
| 269 | FAF | First American Financial Corp | Financial Services | 35 | $2K | — | SOLD |
| 270 | AMT | American Tower Corp | Real Estate | 11 | $2K | — | SOLD |
| 271 | SPTL | SPDR Portfolio Long Term Treas | — | 55 | $1K | — | SOLD |
| 272 | RLI | RLI Corp | Financial Services | 22 | $1K | — | 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%