Alpha Cubed Investments, LLC

Investment Portfolio & 13F Holdings Analysis

About

Alpha Cubed Investments, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 301 holdings worth $2.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

301 positions • $2,241,091.019K total value

301 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

650320(-0.0%)

Value:

$144.5B(-11.3%)

MICROSOFT CORP

MSFT|594918104

281944(+5.2%)

Value:

$105.8B(-6.3%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

187570(+3.0%)

Value:

$99.9B(+21.1%)

AMAZON COM INC

AMZN|023135106

482900(-1.4%)

Value:

$91.9B(-14.5%)

NVIDIA CORP

NVDA|67066G104

795044(+29.9%)

Value:

$86.2B(+4.8%)

Palo Alto Networks Inc

PANW|697435105

480092(+2.7%)

Value:

$81.9B(-3.7%)

JPMORGAN CHASE & CO

JPM|46625H100

332397(+16.8%)

Value:

$81.5B(+19.5%)

Alphabet Inc.

GOOGL|02079K305

492306(-8.3%)

Value:

$76.1B(-25.1%)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

587411(+7.6%)

Value:

$64.2B(+27.5%)

QUANTA SERVICES, INC.

PWR|74762E102

237680(+26.2%)

Value:

$60.4B(+1.5%)

Meta Platforms, Inc.

META|30303M102

102392(-0.5%)

Value:

$59.0B(-2.0%)

DIGITAL REALTY TRUST, INC.

DLR|253868103

402525(+102.5%)

Value:

$57.7B(+63.7%)

NEXTERA ENERGY INC

NEE|65339F101

672244(-3.4%)

Value:

$47.7B(-4.5%)

COCA COLA CO

KO|191216100

659077(+1.6%)

Value:

$47.2B(+16.9%)

CATERPILLAR INC

CAT|149123101

139204(+11.2%)

Value:

$45.9B(+1.1%)

CME GROUP INC.

CME|12572Q105

172125(+0.3%)

Value:

$45.7B(+14.6%)

AMERICAN TOWER CORP /MA/

AMT|03027X100

199629(+64.8%)

Value:

$43.4B(+95.6%)

GOLDMAN SACHS GROUP INC

GS|38141G104

73307(+20549.8%)

Value:

$40.0B(+19600.3%)

INTUITIVE SURGICAL INC

ISRG|46120E602

66033(-30.2%)

Value:

$32.7B(-33.8%)

ASML HOLDING NV

ASML|N07059210

49269(-39.6%)

Value:

$32.6B(-42.2%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	650.3K	QoQ -0.04% (-314) YoY -7.95% (-56.2K)	All Managers (Combined)	$144.5M	QoQ -11.33% (-$18.5M) YoY +19.22% (-$23.3M)
Microsoft Corp(MSFTcusip594918104)	281.9K	QoQ +5.19% (-13.9K) YoY +12.70% (+31.8K)	All Managers (Combined)	$105.8M	QoQ -6.31% (-$7.1M) YoY +0.56% (+$593.4K)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	187.6K	QoQ +3.04% (+5.5K) YoY +11.79% (+19.8K)	All Managers (Combined)	$99.9M	QoQ +21.06% (+$17.4M) YoY +41.59% (+$29.3M)
Amazon Com Inc(AMZNcusip023135106)	482.9K	QoQ -1.41% (-6.9K) YoY +5.49% (+25.2K)	All Managers (Combined)	$91.9M	QoQ -14.50% (-$15.6M) YoY +11.27% (+$9.3M)
Nvidia Corp(NVDAcusip67066G104)	795.0K	QoQ +29.88% (+182.9K) YoY +1245.34% (+735.9K)	All Managers (Combined)	$86.2M	QoQ +4.82% (+$4.0M) YoY +61.36% (+$32.8M)
Palo Alto Networks Inc(PANWcusip697435105)	480.1K	QoQ +2.70% (-12.6K) YoY +199.74% (+319.9K)	All Managers (Combined)	$81.9M	QoQ -3.68% (-$3.1M) YoY +80.01% (+$36.4M)
Jpmorgan Chase & Co(JPMcusip46625H100)	332.4K	QoQ +16.76% (+47.7K) YoY +82.17% (+149.9K)	All Managers (Combined)	$81.5M	QoQ +19.49% (+$13.3M) YoY +123.10% (+$45.0M)
Alphabet Inc.(GOOGLcusip02079K305)	492.3K	QoQ -8.35% (-44.9K) YoY -9.18% (-49.8K)	All Managers (Combined)	$76.1M	QoQ -25.13% (-$25.6M) YoY -6.94% (-$5.7M)
American Electric Power Co Inc(AEPcusip025537101)	587.4K	QoQ +7.59% (+41.5K) YoY +43.98% (+179.4K)	All Managers (Combined)	$64.2M	QoQ +27.47% (+$13.8M) YoY +82.72% (+$29.1M)
Quanta Services, Inc.(PWRcusip74762E102)	237.7K	QoQ +26.20% (+49.3K) YoY +42.23% (+70.6K)	All Managers (Combined)	$60.4M	QoQ +1.49% (+$890.7K) YoY +39.15% (+$17.0M)
Meta Platforms, Inc.(METAcusip30303M102)	102.4K	QoQ -0.46% (-474) YoY +614.52% (+88.1K)	All Managers (Combined)	$59.0M	QoQ -2.01% (-$1.2M) YoY +748.10% (+$52.1M)
Digital Realty Trust, Inc.(DLRcusip253868103)	402.5K	QoQ +102.55% (+203.8K) YoY +863.07% (+360.7K)	All Managers (Combined)	$57.7M	QoQ +63.67% (+$22.4M) YoY +858.05% (+$51.7M)
Nextera Energy Inc(NEEcusip65339F101)	672.2K	QoQ -3.44% (-24.0K) YoY +35.07% (+174.6K)	All Managers (Combined)	$47.7M	QoQ -4.52% (-$2.3M) YoY +49.83% (+$15.8M)
Coca Cola Co(KOcusip191216100)	659.1K	QoQ +1.64% (+10.7K) YoY +14.64% (+84.2K)	All Managers (Combined)	$47.2M	QoQ +16.92% (+$6.8M) YoY +34.20% (+$12.0M)
Caterpillar Inc(CATcusip149123101)	139.2K	QoQ +11.23% (+14.1K) YoY +22.69% (+25.7K)	All Managers (Combined)	$45.9M	QoQ +1.13% (+$513.3K) YoY +10.42% (+$4.3M)
Cme Group Inc.(CMEcusip12572Q105)	172.1K	QoQ +0.32% (+566) YoY -41.52% (-122.2K)	All Managers (Combined)	$45.7M	QoQ +14.61% (+$5.8M) YoY -27.94% (-$17.7M)
American Tower Corp /Ma/(AMTcusip03027X100)	199.6K	QoQ +64.85% (+78.5K) YoY -9.69% (-21.4K)	All Managers (Combined)	$43.4M	QoQ +95.58% (+$21.2M) YoY -0.55% (-$241.1K)
Goldman Sachs Group Inc(GScusip38141G104)	73.3K	QoQ +20549.85% (+73.0K) YoY +12943.95% (+72.7K)	All Managers (Combined)	$40.0M	QoQ +19600.29% (+$39.8M) YoY +16959.90% (+$39.8M)
Intuitive Surgical Inc(ISRGcusip46120E602)	66.0K	QoQ -30.23% (-28.6K) YoY -3.37% (-2.3K)	All Managers (Combined)	$32.7M	QoQ -33.80% (-$16.7M) YoY +19.91% (-$5.4M)
Asml Holding Nv(ASMLcusipN07059210)	49.3K	QoQ -39.59% (-32.3K) YoY -19.71% (-12.1K)	All Managers (Combined)	$32.6M	QoQ -42.24% (-$23.9M) YoY -45.18% (-$26.9M)