Alpha Cubed Investments, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
250 identified51 unidentified

Holdings

301 positions
Manager:
SEC
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Page 14 of 16
Autodesk, Inc.
ADSK|052769106
Shares:
882(+10.9%)
Value:
$230.9M(-1.7%)
Uber Technologies, Inc
UBER|90353T100
Shares:
3159
Value:
$230.2M
00162Q452
00162Q452
Shares:
4424(+1.4%)
Value:
$229.8M(+9.3%)
921910873
MGC|921910873
Shares:
1132(-14.7%)
Value:
$228.0M(-19.2%)
Medtronic plc
MDT|G5960L103
Shares:
2524
Value:
$226.8M
92204A876
92204A876
Shares:
1325(-10.8%)
Value:
$226.3M(-6.8%)
922908538
VOT|922908538
Shares:
923
Value:
$225.8M
00039J889
00039J889
Shares:
8880
Value:
$223.5M
Vistra Corp.
VST|92840M102
Shares:
1895
Value:
$222.5M
464287440
IEF|464287440
Shares:
2313(-6.0%)
Value:
$220.6M(-3.0%)
808524102
SCHB|808524102
Shares:
10185(+0.0%)
Value:
$219.3M(-5.2%)
3M CO
MMM|88579Y101
Shares:
1492
Value:
$219.1M
78464A870
78464A870
Shares:
2690(-53.8%)
Value:
$218.2M(-58.4%)
Accenture plc
ACN|G1151C101
Shares:
699(+8.5%)
Value:
$218.1M(-3.7%)
SERVICE CORP INTERNATIONAL
SCI|817565104
Shares:
2700(-1.2%)
Value:
$216.5M(-0.7%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
47
Value:
$216.5M
Mama's Creations, Inc.
MAMA|56146T103
Shares:
32771(+0.0%)
Value:
$213.3M(-18.2%)
CONOCOPHILLIPS
COP|20825C104
Shares:
1997(-1.8%)
Value:
$209.8M(+4.0%)
Porch Group, Inc.
PRCH|733245104
Shares:
28500(+0.0%)
Value:
$207.8M(+48.2%)
921943858
VEA|921943858
Shares:
4076(-32.1%)
Value:
$207.2M(-27.9%)