Portfolio (Quarterly)
Guide ↗
Alpine Bank Wealth Management
· CIK 0001974910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | SNA | Snap-on Inc | Industrials | 74 | $26K | 0.00% | SOLD |
| 162 | DRI | Darden Restaurants Inc | Consumer Cyclical | 134 | $26K | 0.00% | SOLD |
| 163 | THG | The Hanover Insurance Group, I | Financial Services | 139 | $25K | 0.00% | SOLD |
| 164 | PAYX | Paychex Inc | Industrials | 197 | $25K | 0.00% | SOLD |
| 165 | WTW | Willis Towers Watson Plc Ltd | Financial Services | 72 | $25K | 0.00% | SOLD |
| 166 | WEC | WEC Energy Group Inc | Utilities | 214 | $25K | 0.00% | SOLD |
| 167 | UNH | UnitedHealth Group Inc | Healthcare | 71 | $25K | 0.00% | SOLD |
| 168 | SCHA | Schwab US Small Cap ETF | — | 870 | $24K | 0.00% | SOLD |
| 169 | LH | Labcorp Holdings Inc | Healthcare | 84 | $24K | 0.00% | SOLD |
| 170 | HLI | Houlihan Lokey Inc Class A | Financial Services | 117 | $24K | 0.00% | SOLD |
| 171 | RNR | RenaissanceRe Holdings Ltd | Financial Services | 94 | $24K | 0.00% | SOLD |
| 172 | TSCO | Tractor Supply Co | Consumer Cyclical | 415 | $24K | 0.00% | SOLD |
| 173 | BDX | Becton, Dickinson and Company | Healthcare | 125 | $23K | 0.00% | SOLD |
| 174 | GLPI | Gaming and Leisure Properties | Real Estate | 501 | $23K | 0.00% | SOLD |
| 175 | HXL | Hexcel Corp | Industrials | 369 | $23K | 0.00% | SOLD |
| 176 | SWKS | Skyworks Solutions Inc | Technology | 297 | $23K | 0.00% | SOLD |
| 177 | FRT | Federal Rlty Invt Tr New | Real Estate | 223 | $23K | 0.00% | SOLD |
| 178 | EPR | EPR Properties | Real Estate | 385 | $22K | 0.00% | SOLD |
| 179 | GATX | Gatx Corp | Industrials | 127 | $22K | 0.00% | SOLD |
| 180 | DPZ | Dominos Pizza Inc | Consumer Cyclical | 51 | $22K | 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%