Portfolio (Quarterly)
Guide ↗
Alpine Bank Wealth Management
· CIK 0001974910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | MCK | McKesson Corp | Healthcare | 111 | $86K | 0.01% | SOLD |
| 62 | IBB | iShares Nasdaq Biotechnology E | — | 585 | $84K | 0.01% | SOLD |
| 63 | MGK | Vanguard World Fund Mega Growt | — | 209 | $84K | 0.01% | SOLD |
| 64 | WTRG | Essential Utilities Inc | Utilities | 2,082 | $83K | 0.01% | SOLD |
| 65 | UBER | Uber Technologies Inc | Technology | 781 | $77K | 0.01% | SOLD |
| 66 | BIIB | Biogen Inc | Healthcare | 545 | $76K | 0.01% | SOLD |
| 67 | DKS | Dicks Sporting Goods Inc | Consumer Cyclical | 340 | $76K | 0.01% | SOLD |
| 68 | ENB | Enbridge Inc | Energy | 1,492 | $75K | 0.01% | SOLD |
| 69 | VRTX | Vertex Pharmaceuticals Inc | Healthcare | 192 | $75K | 0.01% | SOLD |
| 70 | DELL | Dell Technologies Inc | Technology | 527 | $75K | 0.01% | SOLD |
| 71 | YUM | Yum Brands Inc | Consumer Cyclical | 489 | $74K | 0.01% | SOLD |
| 72 | ISRG | Intuitive Surgical Inc | Healthcare | 162 | $72K | 0.01% | SOLD |
| 73 | GILD | Gilead Sciences Inc | Healthcare | 639 | $71K | 0.01% | SOLD |
| 74 | TMUS | T-mobile Us Inc | Communication Services | 290 | $69K | 0.01% | SOLD |
| 75 | SONY | Sony Group Corporation | Technology | 2,350 | $68K | 0.01% | SOLD |
| 76 | NULG | Nuveen ESG Large-Cap Growth ET | — | 672 | $67K | 0.01% | SOLD |
| 77 | RSG | Republic Services Inc Class A | Industrials | 279 | $64K | 0.01% | SOLD |
| 78 | SAP | SAP SE ADR | Technology | 232 | $62K | 0.01% | SOLD |
| 79 | PRU | Prudential Financial Inc | Financial Services | 585 | $61K | 0.01% | SOLD |
| 80 | KLAC | KLA Corp | Technology | 55 | $59K | 0.01% | 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%