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 7 of 16
464287176
Shares:8.5K
Value:$940.4K
72201R585
Shares:33.0K
Value:$869.3K
83085C115
Shares:275.8K
Value:$849.4K
464287432
Shares:8.4K
Value:$763.3K
464287226
Shares:7.5K
Value:$743.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Realty Income Corp(Ocusip756109104) | 16.4K | QoQ +2.82% (+451)YoY -1.38% (-231) | All Managers (Combined) | $951.3K | |
15.6K | QoQ NEW(+15.6K) | All Managers (Combined) | $948.8K | QoQ NEW(+$948.8K) | |
8.6K | All Managers (Combined) | $947.7K | |||
(cusip464287176)✕ | 8.5K | YoY -1.13% (-97) | All Managers (Combined) | $940.4K | |
Deere & Co(DEcusip244199105) | 2.0K | QoQ +0.56% (+11) | All Managers (Combined) | $922.4K | |
31.7K | All Managers (Combined) | $895.9K | |||
6.6K | QoQ -5.46% (-380)YoY -8.02% (-573) | All Managers (Combined) | $871.5K | ||
3.3K | All Managers (Combined) | $870.1K | |||
(cusip72201R585)✕ | 33.0K | QoQ NEW(+33.0K) YoY NEW(+33.0K) | All Managers (Combined) | $869.3K | QoQ NEW(+$869.3K) YoY NEW(+$869.3K) |
7.7K | All Managers (Combined) | $863.0K | |||
Stryker Corp(SYKcusip863667101) | 2.3K | All Managers (Combined) | $849.8K | ||
(cusip83085C115)✕ | 275.8K | All Managers (Combined) | $849.4K | ||
Pepsico Inc(PEPcusip713448108) | 5.5K | All Managers (Combined) | $828.5K | ||
Salesforce, Inc.(CRMcusip79466L302) | 3.0K | QoQ -4.37% (-138)YoY -9.67% (-323) | All Managers (Combined) | $809.7K | |
1 | QoQ NEW(+1) YoY NEW(+1) | All Managers (Combined) | $798.4K | QoQ NEW(+$798.4K) YoY NEW(+$798.4K) | |
11.1K | All Managers (Combined) | $794.0K | |||
(cusip464287432)✕ | 8.4K | QoQ NEW(+8.4K) YoY NEW(+8.4K) | All Managers (Combined) | $763.3K | QoQ NEW(+$763.3K) YoY NEW(+$763.3K) |
(cusip464287226)✕ | 7.5K | QoQ -0.51% (-39)YoY +4.88% (+350) | All Managers (Combined) | $743.7K | |
S&P Global Inc.(SPGIcusip78409V104) | 1.5K | QoQ -0.13% (-2)YoY 0.00% (+0) | All Managers (Combined) | $743.0K | |
Spdr Gold Trust(GLDcusip78463V107) | 2.6K | All Managers (Combined) | $742.2K |