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 4 of 16
AMGEN INC
AMGN|031162100
Shares:
19610(-4.5%)
Value:
$6.1B(+14.2%)
78467V848
78467V848
Shares:
126017(-2.1%)
Value:
$5.1B(+0.1%)
808524797
SCHD|808524797
Shares:
177399(+10.3%)
Value:
$5.0B(+12.9%)
Broadcom Inc.
AVGO|11135F101
Shares:
27966(+66.8%)
Value:
$4.7B(+20.4%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
8223(+23.6%)
Value:
$4.6B(+18.0%)
FISERV INC
FI|337738108
Shares:
19798(-2.6%)
Value:
$4.4B(+4.7%)
Zoetis Inc.
ZTS|98978V103
Shares:
26244(-3.5%)
Value:
$4.3B(-2.5%)
Walmart Inc.
WMT|931142103
Shares:
47583(+58.3%)
Value:
$4.2B(+53.8%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
39068(+44.1%)
Value:
$4.0B(+22.6%)
FAIR ISAAC CORP
FICO|303250104
Shares:
1955(+313.3%)
Value:
$3.6B(+282.8%)
921910816
MGK|921910816
Shares:
11487(-2.7%)
Value:
$3.5B(-12.4%)
92206C409
92206C409
Shares:
43556(-0.2%)
Value:
$3.4B(+1.0%)
921910840
MGV|921910840
Shares:
26628(-2.2%)
Value:
$3.4B(+0.9%)
WELLS FARGO & COMPANY/MN
WFC|949746101
Shares:
42647(+17.9%)
Value:
$3.1B(+20.5%)
921946406
VYM|921946406
Shares:
22798(-5.9%)
Value:
$2.9B(-4.9%)
APPLIED MATERIALS INC /DE
AMAT|038222105
Shares:
19568(+206.2%)
Value:
$2.8B(+173.3%)
BANK OF AMERICA CORP /DE/
BAC|060505104
Shares:
65038(+37.1%)
Value:
$2.7B(+30.2%)
STARBUCKS CORP
SBUX|855244109
Shares:
27040(-4.8%)
Value:
$2.7B(+2.3%)
46137V241
46137V241
Shares:
39176(-2.9%)
Value:
$2.6B(-3.9%)
RTX Corp
RTX|75513E101
Shares:
19508(+28.7%)
Value:
$2.6B(+47.3%)