Portfolio (Quarterly)
Guide ↗
Alpine Bank Wealth Management
· CIK 0001974910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | DLR | Digital Rlty Tr Inc | Real Estate | 340 | $59K | 0.01% | SOLD |
| 82 | CB | Chubb Ltd | Financial Services | 204 | $58K | 0.01% | SOLD |
| 83 | AXON | Axon Enterprise Inc | Industrials | 77 | $55K | 0.01% | SOLD |
| 84 | FBIN | Fortune Brands Home & Sec | Industrials | 1,022 | $55K | 0.01% | SOLD |
| 85 | — | AstraZeneca PLC ADR | — | 700 | $54K | 0.01% | SOLD |
| 86 | BR | Broadridge Final Solutions In | Technology | 219 | $52K | 0.01% | SOLD |
| 87 | QQQ | Invesco QQQ Trust | Financial Services | 85 | $51K | 0.01% | SOLD |
| 88 | CMG | Chipotle Mexican Grill Inc Cla | Consumer Cyclical | 1,300 | $51K | 0.01% | SOLD |
| 89 | SCHX | Schwab US Large Cap ETF | — | 1,892 | $50K | 0.01% | SOLD |
| 90 | BKNG | Booking Holdings Inc | Consumer Cyclical | 9 | $49K | 0.01% | SOLD |
| 91 | ROP | Roper Technologies Inc | Industrials | 92 | $46K | 0.01% | SOLD |
| 92 | SPGI | SP Global Inc | Financial Services | 89 | $43K | 0.01% | SOLD |
| 93 | PKG | Packaging Corp of America | Consumer Cyclical | 198 | $43K | 0.01% | SOLD |
| 94 | NEM | Newmont Goldcorp Corp | Basic Materials | 495 | $42K | 0.01% | SOLD |
| 95 | VONV | Vanguard Russell 1000 Value ET | — | 460 | $41K | 0.01% | SOLD |
| 96 | DDOG | Datadog Inc | Technology | 285 | $41K | 0.01% | SOLD |
| 97 | HPE | Hewlett Packard Enterprise Co | Technology | 1,600 | $39K | 0.01% | SOLD |
| 98 | DXCM | DexCom Inc | Healthcare | 581 | $39K | 0.01% | SOLD |
| 99 | NVS | Novartis Ag ADR | Healthcare | 300 | $38K | 0.01% | SOLD |
| 100 | HUBS | HubSpot Inc | Technology | 82 | $38K | 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%