Portfolio (Quarterly)
Guide ↗
Alpine Bank Wealth Management
· CIK 0001974910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MS | Morgan Stanley | Financial Services | 1,050 | $167K | 0.02% | SOLD |
| 22 | NVO | Novo Nordisk A/S | Healthcare | 3,000 | $166K | 0.02% | SOLD |
| 23 | MGV | Vanguard Mega Cap Value ETF | — | 1,200 | $165K | 0.02% | SOLD |
| 24 | QCOM | Qualcomm Inc | Technology | 973 | $162K | 0.02% | SOLD |
| 25 | CSCO | Cisco Systems Inc | Technology | 2,320 | $159K | 0.02% | SOLD |
| 26 | UTWO | US Treasury 2 Year Note ETF | — | 3,200 | $155K | 0.02% | SOLD |
| 27 | BA | Boeing Co | Industrials | 717 | $155K | 0.02% | SOLD |
| 28 | — | Equity Defined Protection ETF | — | 5,700 | $151K | 0.02% | SOLD |
| 29 | TROW | T. Rowe Price Group Inc | Financial Services | 1,450 | $149K | 0.02% | SOLD |
| 30 | CRM | Salesforce.com Inc | Technology | 624 | $148K | 0.02% | SOLD |
| 31 | — | Cencora Inc | — | 471 | $147K | 0.02% | SOLD |
| 32 | MMM | 3M Co | Industrials | 920 | $143K | 0.02% | SOLD |
| 33 | CDNS | Cadence Design Systems Inc | Technology | 397 | $139K | 0.02% | SOLD |
| 34 | EQIX | Equinix Inc | Real Estate | 177 | $139K | 0.02% | SOLD |
| 35 | APP | Applovin Corp | Technology | 171 | $123K | 0.02% | SOLD |
| 36 | BX | Blackstone Inc | Financial Services | 718 | $123K | 0.02% | SOLD |
| 37 | CRWD | Crowdstrike Holdings Inc | Technology | 240 | $118K | 0.02% | SOLD |
| 38 | TKR | The Timken Co | Industrials | 1,500 | $113K | 0.02% | SOLD |
| 39 | CEG | Constellation Energy Corp | Utilities | 340 | $112K | 0.02% | SOLD |
| 40 | INTU | Intuit Inc | Technology | 162 | $111K | 0.02% | 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%