Portfolio (Quarterly)
Guide ↗
Alpine Bank Wealth Management
· CIK 0001974910| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | OGE | OGE Energy Corp | Utilities | 678 | $31K | 0.00% | SOLD |
| 122 | VICI | VICI Properties Inc Ordinary S | Real Estate | 936 | $31K | 0.00% | SOLD |
| 123 | AFG | American Finl Group Inc Ohio | Financial Services | 207 | $30K | 0.00% | SOLD |
| 124 | APH | Amphenol Corp | Technology | 243 | $30K | 0.00% | SOLD |
| 125 | LNT | Alliant Energy Corp | Utilities | 446 | $30K | 0.00% | SOLD |
| 126 | LPLA | Lpl Finl Hldgs Inc | Financial Services | 90 | $30K | 0.00% | SOLD |
| 127 | TOST | Toast Inc | Technology | 814 | $30K | 0.00% | SOLD |
| 128 | ULTA | Ulta Beauty Inc | Consumer Cyclical | 54 | $30K | 0.00% | SOLD |
| 129 | UPS | United Parcel Service Inc Clas | Industrials | 353 | $29K | 0.00% | SOLD |
| 130 | MAS | Masco Corp | Industrials | 418 | $29K | 0.00% | SOLD |
| 131 | EOG | EOG Resources Inc. | Energy | 262 | $29K | 0.00% | SOLD |
| 132 | AIZ | Assurant Inc | Financial Services | 135 | $29K | 0.00% | SOLD |
| 133 | — | IQVIA HOLDINGS INC | — | 153 | $29K | 0.00% | SOLD |
| 134 | ENTG | Entegris Inc | Technology | 311 | $29K | 0.00% | SOLD |
| 135 | SCI | Service Corp Intl | Consumer Cyclical | 344 | $29K | 0.00% | SOLD |
| 136 | HEQT | Simplify Hedged Equity ETF | — | 901 | $28K | 0.00% | SOLD |
| 137 | EPD | Enterprise Products Partners L | Energy | 900 | $28K | 0.00% | SOLD |
| 138 | MTG | Mgic Invt Corp Wis | Financial Services | 986 | $28K | 0.00% | SOLD |
| 139 | CBOE | Cboe Global Markets Inc | Financial Services | 114 | $28K | 0.00% | SOLD |
| 140 | DON | Wisdomtree Tr Us Midcap Divid | — | 530 | $28K | 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%