Portfolio (Quarterly)
Guide ↗
Alpine Bank Wealth Management
· CIK 0001974910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | SLB | Schlumberger Ltd | Energy | 1,099 | $38K | 0.01% | SOLD |
| 102 | MTN | Vail Resorts, Inc. | Consumer Cyclical | 250 | $37K | 0.01% | SOLD |
| 103 | RACE | Ferrari NV | Consumer Cyclical | 76 | $37K | 0.01% | SOLD |
| 104 | RGLD | Royal Gold Inc | Basic Materials | 178 | $36K | 0.01% | SOLD |
| 105 | HTGC | Hercules Capital Inc | Financial Services | 1,829 | $35K | 0.01% | SOLD |
| 106 | CTAS | Cintas Corporation | Industrials | 167 | $34K | 0.01% | SOLD |
| 107 | RJF | Raymond James Financial Inc | Financial Services | 197 | $34K | 0.01% | SOLD |
| 108 | WFC | Wells Fargo & Co | Financial Services | 405 | $34K | 0.01% | SOLD |
| 109 | USB | U.S. Bancorp | Financial Services | 700 | $34K | 0.01% | SOLD |
| 110 | — | Air Lease Corporation Class A | — | 525 | $33K | 0.01% | SOLD |
| 111 | WWD | Woodward Inc | Industrials | 132 | $33K | 0.01% | SOLD |
| 112 | BSX | Boston Scientific Corp | Healthcare | 340 | $33K | 0.01% | SOLD |
| 113 | ORI | Old Republic International Cor | Financial Services | 780 | $33K | 0.01% | SOLD |
| 114 | BIV | Vanguard Intermediate- Term Bo | — | 424 | $33K | 0.01% | SOLD |
| 115 | EXR | Extra Space Storage Inc | Real Estate | 234 | $33K | 0.01% | SOLD |
| 116 | BK | Bank of New York Mellon Corp | Financial Services | 300 | $33K | 0.01% | SOLD |
| 117 | EVRG | Evergy Inc | Utilities | 429 | $33K | 0.01% | SOLD |
| 118 | SF | Stifel Financial Corp | Financial Services | 284 | $32K | 0.01% | SOLD |
| 119 | ED | Consolidated Edison Inc | Utilities | 319 | $32K | 0.01% | SOLD |
| 120 | CINF | Cincinnati Financial Company | Financial Services | 200 | $32K | 0.00% | 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%