Portfolio (Quarterly)
Guide ↗
Alpine Bank Wealth Management
· CIK 0001974910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | NOW | ServiceNow Inc | Technology | 120 | $110K | 0.02% | SOLD |
| 42 | EW | Edwards Lifesciences Corp. | Healthcare | 1,392 | $108K | 0.01% | SOLD |
| 43 | VTI | Vanguard Total Stock Market ET | — | 325 | $107K | 0.01% | SOLD |
| 44 | DHI | D.R. Horton Inc | Consumer Cyclical | 626 | $106K | 0.01% | SOLD |
| 45 | ORLY | O'Reilly Automotive Inc | Consumer Cyclical | 946 | $102K | 0.01% | SOLD |
| 46 | NEE | NextEra Energy Inc | Utilities | 1,326 | $100K | 0.01% | SOLD |
| 47 | AMP | Ameriprise Financial Inc | Financial Services | 202 | $99K | 0.01% | SOLD |
| 48 | XLK | Technology Select Sector SPDR | — | 345 | $97K | 0.01% | SOLD |
| 49 | IGSB | iShares Short-Term Corporate B | — | 1,831 | $97K | 0.01% | SOLD |
| 50 | ACN | Accenture PLC Class A | Technology | 392 | $97K | 0.01% | SOLD |
| 51 | MPC | Marathon Petroleum Corp | Energy | 500 | $96K | 0.01% | SOLD |
| 52 | AVB | AvalonBay Communties Inc | Real Estate | 484 | $93K | 0.01% | SOLD |
| 53 | FERG | Ferguson Enterprises Inc | Industrials | 414 | $93K | 0.01% | SOLD |
| 54 | SPOT | Spotify Technology SA | Communication Services | 128 | $89K | 0.01% | SOLD |
| 55 | SNOW | Snowflake Inc | Technology | 394 | $89K | 0.01% | SOLD |
| 56 | D | Dominion Energy Inc | Utilities | 1,446 | $88K | 0.01% | SOLD |
| 57 | VSGX | Vanguard ESG International Sto | — | 1,262 | $88K | 0.01% | SOLD |
| 58 | HPQ | HP Inc | Technology | 3,200 | $87K | 0.01% | SOLD |
| 59 | TGT | Target Corp | Consumer Defensive | 970 | $87K | 0.01% | SOLD |
| 60 | HLT | Hilton Worldwide Holdings Inc | Consumer Cyclical | 335 | $87K | 0.01% | 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%