AC

Alpha Cubed Investments, LLC

13F
Alpha Cubed Investments, LLC
Last update 2025-01-17 267 Stocks (25 new)
Value $2.19 Bil Turnover 7 %
Countries:
Top Holdings: AAPL(7.45%)MSFT(5.17%)AMZN(4.91%)GOOGL(4.65%)PANW(3.89%)
Summary Stock Picks Current Portfolio
Alpha Cubed Investments, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
650,634
162,931.7
-1.84%
7.450
-0.13%
0.000
-0.83%
-8.16%
3,458,410.3
Hardware
MSFT 		Microsoft Corp
268,016
112,968.8
+3.88%
5.170
+0.19%
0.000
+3.16%
+1.79%
3,189,786.9
Software
AMZN 		Amazon.com Inc
489,812
107,459.9
+0.99%
4.910
+0.05%
0.000
+20.48%
+2.99%
2,375,761.6
Retail - Cyclical
GOOGL 		Alphabet Inc
537,201
101,692.2
+1.94%
4.650
+0.09%
0.000
+20.43%
+3.54%
2,407,813.7
Interactive Media
PANW 		Palo Alto Networks Inc
467,464
85,059.8
+0.94%
3.890
+0.04%
0.070
-5.83%
-2.67%
116,219.6
Software
BRK.B 		Berkshire Hathaway Inc
182,032
82,511.4
+1.43%
3.770
+0.05%
0.010
+0.45%
+3.24%
1,009,553.9
Insurance
NVDA 		NVIDIA Corp
612,125
82,202.2
-3.09%
3.760
-0.11%
0.000
+0.58%
+2.55%
3,372,517.9
Semiconductors
JPM 		JPMorgan Chase & Co
284,661
68,236.1
+17.06%
3.120
+0.45%
0.010
+16.08%
+8.67%
725,026.0
Banks
META 		Meta Platforms Inc
102,866
60,228.8
-16.85%
2.750
-0.53%
0.000
+6.30%
+4.66%
1,546,930.8
Interactive Media
PWR 		Quanta Services Inc
188,333
59,522.8
+0.73%
2.720
+0.02%
0.130
+7.80%
+6.81%
49,813.0
Construction

Alpha Cubed Investments, LLC's Historical Top Holdings Breakdowns

Alpha Cubed Investments, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
META 		Meta Platforms Inc2024-06-30Add
+2.28%
●
430.17 ($486.09) 527.34
$612.77
26.06%
Add 659.43%
108,826
94,496
AMGN 		Amgen Inc2024-12-31Reduce
-1.81%
●
258.78 ($296.32) 328.35
$272.11
-8.17%
Reduce -85.99%
20,528
-126,041
ADBE 		Adobe Inc2024-03-31Reduce
-1.70%
●
492.46 ($573.19) 634.76
$429.99
-24.98%
Reduce -72.02%
19,764
-50,866
CME 		CME Group Inc2024-06-30Reduce
-1.41%
●
194.1 ($206.61) 216.77
$232.71
12.63%
Reduce -42.64%
168,845
-125,495
UNH 		UnitedHealth Group Inc2024-12-31Reduce
-1.38%
●
485.52 ($567.94) 625.25
$509.76
-10.24%
Reduce -61.54%
33,054
-52,895
NEE 		NextEra Energy Inc2024-03-31Add
+1.31%
●
54.97 ($58.58) 63.91
$70.76
20.79%
Add 374.03%
497,670
392,682
DIS 		The Walt Disney Co2023-06-30Reduce
-1.28%
●
87.82 ($94.82) 102.97
$107.02
12.87%
Reduce -83.09%
35,892
-176,300
AMD 		Advanced Micro Devices Inc2023-12-31Add
+1.18%
●
93.67 ($117.86) 148.76
$121.46
3.05%
Add 825.19%
160,187
142,873
TOTL 		SPDR DoubleLine Total Return Tactical ETF2023-12-31Reduce
-1.15%
●
37.52 ($38.74) 40.38
$39.47
1.88%
Reduce -80.9%
104,448
-442,435
AMT 		American Tower Corp2024-03-31Add
+1.11%
●
186.68 ($199.18) 218.81
$190.39
-4.41%
Add 94.41%
221,065
107,355

Alpha Cubed Investments, LLC Total Holding History ($B)

To

Alpha Cubed Investments, LLC's Asset Allocation

To

Alpha Cubed Investments, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Alpha Cubed Investments, LLC's Hypothetical Growth since 2024-12-31

Alpha Cubed Investments, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Alpha Cubed Investments, LLC's Holdings Heat Map

Size field:

Alpha Cubed Investments, LLC's Holdings Bubble Chart

Alpha Cubed Investments, LLC News

  • 1

Discussions on Alpha Cubed Investments, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.