Alpha Cubed Investments, LLC
AI_NATIVE detailed information: This accession holds the following tickers:[ "RCS", null, "PINS", "ABSI", "GRAB", null, "OSK", "AKAM", null, "AWR", "SNOW", null, "MPLX", "ACN", null, "MMM", "ABT", "ABBV", "ADBE", "BABA", "MAIN", null, null, "ALL", "GOOGL", "AXP", "ASML", "T", "CAT", "AVGO", "LOW", "ABR", "CP.TO", "CMI", "USA", "LINE", "DUK", "D", "PTY", "ESS", "PHK", null, null, "GILD", "USAS", "HON", "HD", null, null, "MCD", null, null, "FFC", "UNP", "QCOM", null, "ISRG", "ITW", "AMAT", "BKNG", "ICE", "META", "MAMA", "IVW", null, "IJH", "PRCH", null, "SKYH", null, "PMF", null, "PSF", "CHI", null, "ASG", "NAZ", "KMI", "LRCX", null, "LIN", "PCN", null, "PWR", null, "MA", "UI", "MDT", "MSFT", "MDLZ", "MS", "FICO", "FIS", "GE", "OXY", null, "BX", "IJR", "ANET", "KKR", "KLAC", "IWD", "ORCL", "NOC", "OKE", null, "NNN", null, null, "IWF", "PANW", "PYPL", "PEP", "VGSH", "IVV", null, "UNH", "AAPL", "SPY", null, "NVDA", "GS", "ENB", "INTC", "PLTR", "PRU", "PFE", "LMT", "PG", "MRK", "VZ", null, "JPC", "AMGN", null, "IEFA", "SPGI", "SCHX", null, "NOW", "SHW", "SHOP", "SLB", "RS", "SPG", "SRE", "O", "ROST", "RTX", "GLD", null, "SPYG", null, "AMT", null, "IBM", "SYK", "SBUX", "CI", "TXN", "TJX", "TWLO", "TRV", "UBER", "UL", "UPS", "VO", "MET", "VV", "SCHW", "SUN", null, "NMT", null, "VCIT", "VIG", null, "IEF", "TSM", null, null, null, "VYM", "VRTX", "MGC", "ADSK", "AMD", "SDY", "FI", "WEC", "WM", "DHY", "CAH", "AEP", null, "AMZN", "MSI", "SCHB", null, null, null, "AAON", "HBAN", "VGT", "VUG", "VEA", "MGK", "VOOV", null, "VXUS", "MGV", "VTEB", "VOT", "VB", "VOO", null, "VTV", "V", "VST", "WMT", "WES", "WFC", "XEL", "WDAY", null, "SCHD", "ET", "CHKP", "SCHG", "NSC", "NXPI", "SO", "TTD", "CRM", "SCI", null, "DIA", null, "MTUM", "GEV", "MELI", "ESGU", "NUE", null, "LULU", "BAC", "BRK-A", "BRK-B", "BBY", "BA", "BOC", "BMY", "CVX", "LNG", "CMG", "CHD", "CTAS", "CSCO", "C", "CME", "KO", "CMCSA", "COP", "ED", "COST", "GLW", "CTVA", "CRWD", "DHR", "DE", null, "DLR", "RSP", "EFA", "ADI", "MCO", "VMC", "IWB", "NEE", "NKE", "MAR", "QQQ", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-30
- Total Holdings
- 301
- Total Value
- 2241091019
- Accession Number
- 0001580830-25-000004
- Form Type
- 13F-HR
- CIK
- 0001580830
- Manager Name
- Alpha Cubed Investments, LLC
Data Enrichment
83% identified250 identified51 unidentified
Holdings
301 positions
Manager:
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Page 11 of 16
46438F101
Shares:8.1K
Value:$380.6K
464287713
Shares:12.9K
Value:$354.3K
46431W507
Shares:6.3K
Value:$319.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.4K | All Managers (Combined) | $384.1K | |||
(cusip46438F101)✕ | 8.1K | QoQ +5.16% (-399)YoY NEW(+8.1K) | All Managers (Combined) | $380.6K | YoY NEW(+$380.6K) |
Cigna Group(CIcusip125523100) | 1.1K | QoQ -1.54% (-18) | All Managers (Combined) | $378.5K | |
Allstate Corp(ALLcusip020002101) | 1.8K | QoQ +1.00% (+18) | All Managers (Combined) | $373.4K | |
Corning Inc /Ny(GLWcusip219350105) | 8.1K | QoQ NEW(+8.1K) YoY NEW(+8.1K) | All Managers (Combined) | $372.1K | QoQ NEW(+$372.1K) YoY NEW(+$372.1K) |
Ge Vernova Inc.(GEVcusip36828A101) | 1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $370.6K | QoQ NEW(+$370.6K) YoY NEW(+$370.6K) |
2.0K | QoQ 0.00% (-0)YoY -3.26% (-67) | All Managers (Combined) | $365.2K | ||
6.2K | All Managers (Combined) | $363.3K | |||
3.4K | QoQ -7.90% (-294)YoY +8.66% (+273) | All Managers (Combined) | $358.0K | ||
(cusip464287713)✕ | 12.9K | All Managers (Combined) | $354.3K | ||
7.1K | QoQ 0.00% (-0) | All Managers (Combined) | $351.3K | ||
552 | QoQ +0.91% (-5)YoY +2.60% (-14) | All Managers (Combined) | $345.8K | ||
Morgan Stanley(MScusip617446448) | 3.0K | QoQ NEW(+3.0K) YoY NEW(+3.0K) | All Managers (Combined) | $344.2K | QoQ NEW(+$344.2K) YoY NEW(+$344.2K) |
3.1K | All Managers (Combined) | $340.1K | |||
4.3K | YoY NEW(+4.3K) | All Managers (Combined) | $335.1K | YoY NEW(+$335.1K) | |
Oshkosh Corp(OSKcusip688239201) | 3.5K | QoQ 0.00% (-0)YoY +1.11% (-39) | All Managers (Combined) | $332.9K | |
1.6K | QoQ -0.06% (-1)YoY -5.09% (-87) | All Managers (Combined) | $326.9K | ||
(cusip46431W507)✕ | 6.3K | QoQ 0.00% (+0) | All Managers (Combined) | $319.1K | |
1.7K | All Managers (Combined) | $318.0K | |||
Nnn Reit, Inc.(NNNcusip637417106) | 7.3K | QoQ +9.85% (+658)YoY +6.82% (+469) | All Managers (Combined) | $312.9K |