Alpha Cubed Investments
Latest statistics and disclosures from Alpha Cubed Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, GOOGL, PANW, and represent 24.83% of Alpha Cubed Investments's stock portfolio.
- Added to shares of these 10 stocks: UNH (+$31M), LMT (+$16M), DGX (+$13M), BRK.B (+$11M), ABBV (+$9.1M), CRWD (+$8.4M), AAPL (+$8.4M), PANW (+$8.1M), NEE (+$5.7M), ISRG.
- Started 19 new stock positions in TRMD, VSS, EXPE, DB, PML, BTI, GM, NEM, FNDF, COF. IAUM, SCCO, IDA, SCHM, XLF, ETH, GVA, MU, EME.
- Reduced shares in these 10 stocks: ORCL (-$19M), FI (-$16M), KO (-$14M), AVGO (-$11M), PWR (-$9.6M), JNJ (-$8.4M), LULU (-$5.3M), MSFT, HOOD, TSM.
- Sold out of its positions in TAFM, BCAB, FSMB, HDB, SHY, IJK, IWM, IWV, JEPI, JMST. ASG, LINE, LUCD, PMF, FNDX, SCHF, SMCI, MGC, VTIP, ACN.
- Alpha Cubed Investments was a net buyer of stock by $19M.
- Alpha Cubed Investments has $2.8B in assets under management (AUM), dropping by 4.77%.
- Central Index Key (CIK): 0001580830
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Portfolio Holdings for Alpha Cubed Investments
Alpha Cubed Investments holds 296 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.5 | $179M | +4% | 703k | 254.63 |
|
| Microsoft Corporation (MSFT) | 5.5 | $151M | -2% | 292k | 517.95 |
|
| Amazon (AMZN) | 4.6 | $127M | +2% | 580k | 219.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $115M | 473k | 243.10 |
|
|
| Palo Alto Networks (PANW) | 4.1 | $113M | +7% | 555k | 203.62 |
|
| Broadcom (AVGO) | 4.0 | $111M | -8% | 336k | 329.91 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.0 | $110M | -2% | 392k | 279.29 |
|
| Quanta Services (PWR) | 4.0 | $109M | -8% | 263k | 414.42 |
|
| JPMorgan Chase & Co. (JPM) | 3.8 | $105M | 332k | 315.43 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $94M | +13% | 187k | 502.74 |
|
| Meta Platforms Cl A (META) | 3.3 | $90M | 123k | 734.38 |
|
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| Goldman Sachs (GS) | 2.9 | $79M | 99k | 796.35 |
|
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| Caterpillar (CAT) | 2.8 | $77M | 161k | 477.15 |
|
|
| American Electric Power Company (AEP) | 2.7 | $75M | 666k | 112.50 |
|
|
| NVIDIA Corporation Call Option (NVDA) | 2.4 | $67M | 932k | 72.25 |
|
|
| Nextera Energy (NEE) | 2.4 | $66M | +9% | 879k | 75.49 |
|
| American Tower Reit (AMT) | 1.7 | $46M | +9% | 238k | 192.32 |
|
| UnitedHealth (UNH) | 1.6 | $43M | +250% | 125k | 345.30 |
|
| Intuitive Surgical Com New (ISRG) | 1.5 | $41M | +13% | 93k | 447.23 |
|
| Advanced Micro Devices (AMD) | 1.2 | $34M | +7% | 207k | 161.79 |
|
| Netflix (NFLX) | 1.1 | $32M | -4% | 26k | 1198.92 |
|
| Eaton Corp SHS (ETN) | 1.1 | $30M | -4% | 81k | 374.25 |
|
| Lockheed Martin Corporation (LMT) | 1.1 | $30M | +104% | 61k | 499.21 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $30M | 32k | 925.63 |
|
|
| Verizon Communications (VZ) | 1.1 | $30M | -2% | 671k | 43.95 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.1 | $29M | +5% | 30k | 968.09 |
|
| Cisco Systems (CSCO) | 0.9 | $25M | -6% | 369k | 68.42 |
|
| Cme (CME) | 0.9 | $25M | -2% | 92k | 270.19 |
|
| Chevron Corporation (CVX) | 0.9 | $25M | +4% | 158k | 155.29 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.9 | $24M | +4% | 218k | 111.47 |
|
| Visa Com Cl A (V) | 0.9 | $24M | -2% | 70k | 341.38 |
|
| McDonald's Corporation (MCD) | 0.8 | $23M | -3% | 76k | 303.89 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $22M | +61% | 45k | 490.38 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.8 | $22M | +5% | 233k | 93.35 |
|
| Johnson & Johnson (JNJ) | 0.7 | $20M | -29% | 107k | 185.42 |
|
| Coca-Cola Company (KO) | 0.7 | $19M | -41% | 293k | 66.32 |
|
| Palantir Technologies Cl A (PLTR) | 0.7 | $19M | 103k | 182.42 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $18M | 218k | 84.11 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $18M | +13% | 249k | 73.46 |
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| Tesla Motors (TSLA) | 0.7 | $18M | +15% | 41k | 444.72 |
|
| Home Depot (HD) | 0.6 | $18M | +24% | 44k | 405.19 |
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| Digital Realty Trust (DLR) | 0.6 | $18M | 103k | 172.88 |
|
|
| Unilever Spon Adr New (UL) | 0.6 | $16M | -3% | 276k | 59.28 |
|
| Texas Instruments Incorporated (TXN) | 0.6 | $16M | -6% | 87k | 183.73 |
|
| Vulcan Materials Company (VMC) | 0.6 | $16M | +5% | 51k | 307.62 |
|
| Quest Diagnostics Incorporated (DGX) | 0.5 | $14M | +1588% | 71k | 190.58 |
|
| Intercontinental Exchange (ICE) | 0.5 | $13M | -4% | 80k | 168.48 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $13M | -10% | 22k | 600.36 |
|
| Oracle Corporation (ORCL) | 0.5 | $13M | -59% | 45k | 281.24 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $12M | +4% | 16k | 763.01 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $12M | +2% | 48k | 243.55 |
|
| MetLife (MET) | 0.4 | $11M | -5% | 133k | 82.37 |
|
| Abbvie (ABBV) | 0.4 | $11M | +541% | 47k | 231.54 |
|
| Union Pacific Corporation (UNP) | 0.4 | $11M | -4% | 46k | 236.37 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $9.3M | +12% | 15k | 612.36 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $9.0M | -4% | 42k | 215.79 |
|
| Chipotle Mexican Grill (CMG) | 0.3 | $8.3M | +2% | 212k | 39.19 |
|
| Reliance Steel & Aluminum (RS) | 0.3 | $7.0M | -3% | 25k | 280.83 |
|
| Merck & Co (MRK) | 0.2 | $5.5M | -2% | 65k | 83.93 |
|
| Wal-Mart Stores (WMT) | 0.2 | $5.4M | +2% | 52k | 103.06 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $4.7M | -13% | 7.1k | 666.20 |
|
| Amgen (AMGN) | 0.2 | $4.5M | -19% | 16k | 282.20 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $4.5M | -5% | 40k | 112.75 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $4.4M | -12% | 162k | 27.30 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $4.1M | -3% | 10k | 402.42 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $4.0M | +4% | 51k | 79.93 |
|
| Applied Materials (AMAT) | 0.1 | $4.0M | 20k | 204.74 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $4.0M | 27k | 148.61 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $4.0M | 98k | 40.57 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $3.7M | 26k | 146.32 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $3.7M | -5% | 14k | 254.27 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $3.5M | 25k | 137.74 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $3.4M | -6% | 41k | 83.82 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.1M | -5% | 22k | 140.95 |
|
| Qualcomm (QCOM) | 0.1 | $3.0M | -11% | 18k | 166.36 |
|
| Kla Corp Com New (KLAC) | 0.1 | $2.9M | 2.7k | 1078.60 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $2.9M | -50% | 21k | 143.18 |
|
| International Business Machines (IBM) | 0.1 | $2.9M | +27% | 10k | 282.15 |
|
| Bank of America Corporation (BAC) | 0.1 | $2.7M | -2% | 53k | 51.59 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $2.7M | +2% | 12k | 225.55 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.6M | -8% | 8.0k | 328.15 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $2.5M | -11% | 35k | 73.29 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.5M | 15k | 167.33 |
|
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| Charles Schwab Corporation (SCHW) | 0.1 | $2.5M | -15% | 26k | 95.47 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $2.4M | 48k | 51.08 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.4M | +2% | 3.6k | 669.24 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $2.4M | -5% | 6.5k | 365.51 |
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| Starbucks Corporation (SBUX) | 0.1 | $2.0M | -11% | 24k | 84.60 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.9M | -7% | 3.4k | 568.76 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.9M | 10k | 186.50 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.9M | 16k | 120.72 |
|
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| MercadoLibre (MELI) | 0.1 | $1.8M | 781.00 | 2336.94 |
|
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| Pinterest Cl A (PINS) | 0.1 | $1.8M | +3% | 56k | 32.17 |
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| Altria (MO) | 0.1 | $1.7M | +7% | 26k | 66.06 |
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| Procter & Gamble Company (PG) | 0.1 | $1.6M | -14% | 11k | 153.65 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.6M | +206% | 24k | 65.00 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.5M | -5% | 3.1k | 479.61 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.5M | 15k | 100.25 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $1.4M | 6.3k | 227.73 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $1.4M | 4.7k | 300.80 |
|
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| Nuveen Arizona Premium Income Mun (NAZ) | 0.1 | $1.4M | 119k | 11.85 |
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| Cintas Corporation (CTAS) | 0.1 | $1.4M | 6.7k | 205.26 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.4M | -35% | 7.3k | 189.70 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.4M | -9% | 4.6k | 293.75 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $1.3M | 15k | 87.21 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $1.3M | -4% | 9.9k | 133.90 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.3M | -6% | 7.7k | 170.86 |
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| Linde SHS (LIN) | 0.0 | $1.2M | 2.6k | 474.99 |
|
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $1.2M | 16k | 76.45 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.2M | -3% | 14k | 89.34 |
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| Lowe's Companies (LOW) | 0.0 | $1.2M | -2% | 4.8k | 251.30 |
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| Ubiquiti (UI) | 0.0 | $1.2M | 1.8k | 660.58 |
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| Simon Property (SPG) | 0.0 | $1.2M | +76% | 6.2k | 187.67 |
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| Honeywell International (HON) | 0.0 | $1.1M | -12% | 5.3k | 210.50 |
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| Walt Disney Company (DIS) | 0.0 | $1.1M | -8% | 9.6k | 114.50 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.1M | +4% | 3.9k | 281.83 |
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| Citigroup Com New (C) | 0.0 | $1.0M | -5% | 10k | 101.50 |
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| Sempra Energy (SRE) | 0.0 | $1.0M | 12k | 89.98 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.0M | -7% | 11k | 93.37 |
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| Marriott Intl Cl A (MAR) | 0.0 | $1.0M | 3.9k | 260.44 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $1.0M | -27% | 7.2k | 140.04 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.0M | +25% | 1.3k | 746.75 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $987k | 5.5k | 178.73 |
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| Realty Income (O) | 0.0 | $952k | +5% | 16k | 60.79 |
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| At&t (T) | 0.0 | $895k | +5% | 32k | 28.24 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $891k | 30k | 29.73 |
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| Travelers Companies (TRV) | 0.0 | $870k | 3.1k | 279.24 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $850k | -12% | 2.4k | 355.47 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $818k | 1.7k | 468.41 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $762k | 6.9k | 111.22 |
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| Fidelity National Information Services (FIS) | 0.0 | $758k | -57% | 12k | 65.94 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $755k | 18k | 42.37 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $754k | 1.00 | 754200.00 |
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| Boeing Company (BA) | 0.0 | $747k | -3% | 3.5k | 215.80 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.0 | $738k | -2% | 38k | 19.43 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $733k | +2% | 7.3k | 100.68 |
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| Gilead Sciences (GILD) | 0.0 | $726k | -16% | 6.5k | 111.00 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $725k | 8.3k | 86.80 |
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| Ross Stores (ROST) | 0.0 | $719k | 4.7k | 152.39 |
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| Stryker Corporation (SYK) | 0.0 | $713k | -15% | 1.9k | 369.67 |
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| Fair Isaac Corporation (FICO) | 0.0 | $711k | +4% | 475.00 | 1496.53 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $711k | 1.2k | 609.43 |
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| Abbott Laboratories (ABT) | 0.0 | $705k | -18% | 5.3k | 133.93 |
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| S&p Global (SPGI) | 0.0 | $694k | 1.4k | 486.85 |
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| Ge Vernova (GEV) | 0.0 | $692k | -8% | 1.1k | 614.90 |
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| Corning Incorporated (GLW) | 0.0 | $689k | +3% | 8.4k | 82.03 |
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| Deere & Company (DE) | 0.0 | $684k | -27% | 1.5k | 457.31 |
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| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $681k | +6% | 52k | 13.08 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $665k | 4.8k | 138.24 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $664k | -2% | 5.4k | 123.76 |
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| salesforce (CRM) | 0.0 | $656k | -4% | 2.8k | 237.02 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $641k | 8.3k | 77.65 |
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| Southern Company (SO) | 0.0 | $629k | -7% | 6.6k | 94.77 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $629k | -31% | 15k | 42.13 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $618k | -5% | 10k | 59.92 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $612k | +6% | 2.3k | 271.10 |
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| Intel Corporation (INTC) | 0.0 | $609k | -50% | 18k | 33.55 |
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| Bristol Myers Squibb (BMY) | 0.0 | $604k | -19% | 13k | 45.10 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $599k | 3.1k | 194.50 |
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| Cummins (CMI) | 0.0 | $597k | 1.4k | 422.48 |
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| Arista Networks Com Shs (ANET) | 0.0 | $583k | 4.0k | 145.71 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $578k | -2% | 1.6k | 352.75 |
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| Servicenow (NOW) | 0.0 | $576k | +8% | 626.00 | 920.28 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $575k | -9% | 33k | 17.27 |
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| Kkr & Co (KKR) | 0.0 | $573k | 4.4k | 129.95 |
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| Norfolk Southern (NSC) | 0.0 | $567k | 1.9k | 300.41 |
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| Fiserv (FI) | 0.0 | $562k | -96% | 4.4k | 128.93 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $558k | 3.8k | 145.61 |
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| United Parcel Service CL B (UPS) | 0.0 | $553k | -22% | 6.6k | 83.53 |
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| Wec Energy Group (WEC) | 0.0 | $552k | 4.8k | 114.60 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $545k | -22% | 19k | 29.11 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $545k | 32k | 17.16 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $535k | -9% | 5.1k | 104.51 |
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| Sherwin-Williams Company (SHW) | 0.0 | $521k | -18% | 1.5k | 346.25 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $520k | -10% | 1.1k | 463.74 |
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| Morgan Stanley Com New (MS) | 0.0 | $514k | +6% | 3.2k | 158.95 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $509k | +15% | 8.0k | 63.59 |
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| Pepsi (PEP) | 0.0 | $502k | -8% | 3.6k | 140.42 |
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| Enterprise Products Partners (EPD) | 0.0 | $487k | 16k | 31.27 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $481k | -26% | 2.3k | 206.91 |
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| Cardinal Health (CAH) | 0.0 | $477k | 3.0k | 156.96 |
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| United Rentals (URI) | 0.0 | $475k | 498.00 | 954.09 |
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| Philip Morris International (PM) | 0.0 | $475k | +3% | 2.9k | 162.22 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $467k | 9.3k | 50.07 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $462k | 1.8k | 256.38 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.0 | $458k | -7% | 10k | 45.84 |
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| Ishares Gold Tr Shares Represent (IAUM) | 0.0 | $457k | NEW | 12k | 38.50 |
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| Oshkosh Corporation (OSK) | 0.0 | $454k | 3.5k | 129.70 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $453k | +9% | 1.5k | 307.93 |
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| Pfizer (PFE) | 0.0 | $452k | -24% | 18k | 25.48 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $443k | +45% | 14k | 31.91 |
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| American States Water Company (AWR) | 0.0 | $440k | 6.0k | 73.32 |
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| Kinder Morgan (KMI) | 0.0 | $437k | 15k | 28.31 |
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| Illinois Tool Works (ITW) | 0.0 | $432k | 1.7k | 260.83 |
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| American Express Company (AXP) | 0.0 | $429k | +27% | 1.3k | 332.09 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $420k | -6% | 3.0k | 139.15 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.0 | $417k | 13k | 32.26 |
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| Akamai Technologies (AKAM) | 0.0 | $417k | +3% | 5.5k | 75.76 |
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| Sky Harbour Group Corporatio *w Exp 01/25/202 (SKYH.WS) | 0.0 | $416k | 276k | 1.51 |
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| Xcel Energy (XEL) | 0.0 | $411k | 5.1k | 80.66 |
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| Analog Devices (ADI) | 0.0 | $398k | -2% | 1.6k | 245.70 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $396k | 2.0k | 199.47 |
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| Waste Management (WM) | 0.0 | $394k | -5% | 1.8k | 220.77 |
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| Medtronic SHS (MDT) | 0.0 | $389k | +3% | 4.1k | 95.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $385k | -11% | 3.2k | 118.82 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $384k | +58% | 7.7k | 49.95 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $382k | +2% | 1.2k | 326.38 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $368k | -16% | 12k | 31.42 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $366k | -44% | 5.0k | 72.77 |
|
| Enbridge (ENB) | 0.0 | $359k | 7.1k | 50.46 |
|
|
| National Retail Properties (NNN) | 0.0 | $357k | 8.4k | 42.57 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $355k | -3% | 5.4k | 65.26 |
|
| Mamamancini's Holdings (MAMA) | 0.0 | $344k | 33k | 10.51 |
|
|
| Essex Property Trust (ESS) | 0.0 | $340k | 1.3k | 267.75 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $339k | NEW | 2.8k | 121.36 |
|
| TJX Companies (TJX) | 0.0 | $338k | +7% | 2.3k | 144.54 |
|
| Nucor Corporation (NUE) | 0.0 | $337k | +6% | 2.5k | 135.41 |
|
| Allstate Corporation (ALL) | 0.0 | $335k | -9% | 1.6k | 214.66 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $334k | -3% | 13k | 26.34 |
|
| Oneok (OKE) | 0.0 | $332k | +3% | 4.5k | 72.97 |
|
| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.0 | $327k | -6% | 5.0k | 65.21 |
|
| Uber Technologies (UBER) | 0.0 | $322k | +3% | 3.3k | 97.97 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $320k | NEW | 2.2k | 142.56 |
|
| CSX Corporation (CSX) | 0.0 | $312k | -50% | 8.8k | 35.51 |
|
| Cigna Corp (CI) | 0.0 | $311k | -7% | 1.1k | 288.35 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $310k | 8.4k | 36.81 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $307k | 4.1k | 74.49 |
|
|
| Spdr Series Trust Nyse Tech Etf (XNTK) | 0.0 | $306k | 1.1k | 272.23 |
|
|
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.0 | $305k | 18k | 16.89 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $304k | -20% | 666.00 | 456.95 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $292k | -20% | 5.0k | 58.85 |
|
| Torm Shs Cl A (TRMD) | 0.0 | $289k | NEW | 14k | 20.62 |
|
| Dominion Resources (D) | 0.0 | $287k | -2% | 4.7k | 61.17 |
|
| Capital One Financial (COF) | 0.0 | $282k | NEW | 1.3k | 212.62 |
|
| Metropcs Communications (TMUS) | 0.0 | $281k | 1.2k | 239.39 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $273k | 1.9k | 145.65 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $273k | 2.5k | 108.97 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $272k | -13% | 7.5k | 36.55 |
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $272k | NEW | 6.9k | 39.18 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $271k | 6.1k | 44.69 |
|
|
| Consolidated Edison (ED) | 0.0 | $270k | 2.7k | 100.52 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $268k | -7% | 4.0k | 67.06 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $265k | NEW | 6.2k | 42.96 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.0 | $263k | 5.1k | 51.28 |
|
|
| Axon Enterprise (AXON) | 0.0 | $261k | -5% | 363.00 | 717.64 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $254k | -15% | 1.2k | 203.59 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $251k | 1.3k | 189.41 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $249k | -3% | 2.6k | 96.46 |
|
| Corteva (CTVA) | 0.0 | $247k | -3% | 3.6k | 67.63 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $246k | 1.0k | 234.89 |
|
|
| Nuveen Massachusetts Pre Income Mun (NMT) | 0.0 | $245k | 21k | 11.65 |
|
|
| Moody's Corporation (MCO) | 0.0 | $241k | 506.00 | 476.59 |
|
|
| Workday Cl A (WDAY) | 0.0 | $241k | 1.0k | 240.73 |
|
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.0 | $240k | 7.1k | 33.89 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $240k | NEW | 4.5k | 53.08 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $239k | +3% | 2.7k | 87.31 |
|
| Cohen & Steers Slt Pfd Incm (PSF) | 0.0 | $238k | -6% | 11k | 20.78 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $235k | 9.1k | 25.71 |
|
|
| Intuit (INTU) | 0.0 | $233k | -5% | 341.00 | 682.82 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $233k | 2.3k | 103.07 |
|
|
| Micron Technology (MU) | 0.0 | $230k | NEW | 1.4k | 167.36 |
|
| General Motors Company (GM) | 0.0 | $229k | NEW | 3.8k | 60.97 |
|
| Pimco Municipal Income Fund II (PML) | 0.0 | $228k | NEW | 29k | 7.91 |
|
| 3M Company (MMM) | 0.0 | $225k | -5% | 1.5k | 155.21 |
|
| Service Corporation International (SCI) | 0.0 | $225k | 2.7k | 83.22 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $224k | NEW | 2.7k | 84.31 |
|
| Jabil Circuit (JBL) | 0.0 | $223k | 1.0k | 217.19 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $222k | -2% | 755.00 | 293.64 |
|
| Live Nation Entertainment (LYV) | 0.0 | $221k | 1.4k | 163.40 |
|
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $218k | 5.5k | 39.29 |
|
|
| Deutsche Bank A G Namen Akt (DB) | 0.0 | $217k | NEW | 6.1k | 35.41 |
|
| Danaher Corporation (DHR) | 0.0 | $217k | 1.1k | 198.32 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $217k | -5% | 3.5k | 62.48 |
|
| Autodesk (ADSK) | 0.0 | $216k | 680.00 | 317.67 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $216k | -3% | 4.4k | 49.01 |
|
| Emcor (EME) | 0.0 | $214k | NEW | 330.00 | 649.08 |
|
| Granite Construction (GVA) | 0.0 | $214k | NEW | 2.0k | 109.65 |
|
| Expedia Group Com New (EXPE) | 0.0 | $214k | NEW | 1.0k | 213.75 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $214k | +4% | 2.4k | 88.45 |
|
| Lululemon Athletica (LULU) | 0.0 | $210k | -96% | 1.2k | 177.93 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $208k | NEW | 7.0k | 29.64 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $208k | -22% | 1.1k | 192.73 |
|
| Lincoln Educational Services Corporation (LINC) | 0.0 | $206k | 8.8k | 23.50 |
|
|
| Ida (IDA) | 0.0 | $203k | NEW | 1.5k | 132.15 |
|
| Twilio Cl A (TWLO) | 0.0 | $201k | -89% | 2.0k | 100.09 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $200k | NEW | 3.7k | 53.86 |
|
| Sky Harbour Group Corporatio Com Cl A (SKYH) | 0.0 | $153k | 16k | 9.87 |
|
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $140k | 23k | 6.02 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $138k | +5% | 17k | 8.20 |
|
| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $133k | 12k | 10.79 |
|
|
| Pimco High Income Com Shs (PHK) | 0.0 | $111k | +10% | 22k | 4.99 |
|
| PIMCO Strategic Global Government Fund (RCS) | 0.0 | $91k | 12k | 7.59 |
|
|
| Absci Corp (ABSI) | 0.0 | $80k | +31% | 26k | 3.04 |
|
| Credit Suisse High Yield Cre Sh Ben Int (DHY) | 0.0 | $72k | 35k | 2.06 |
|
|
| Nicholas Financial (OMCC) | 0.0 | $69k | 13k | 5.15 |
|
|
| Brand Engagement Network (BNAI) | 0.0 | $5.9k | 20k | 0.29 |
|
Past Filings by Alpha Cubed Investments
SEC 13F filings are viewable for Alpha Cubed Investments going back to 2013
- Alpha Cubed Investments 2025 Q3 filed Nov. 3, 2025
- Alpha Cubed Investments 2025 Q2 filed Aug. 7, 2025
- Alpha Cubed Investments 2025 Q1 filed April 30, 2025
- Alpha Cubed Investments 2024 Q4 filed Jan. 17, 2025
- Alpha Cubed Investments 2024 Q3 filed Oct. 7, 2024
- Alpha Cubed Investments 2024 Q2 filed July 15, 2024
- Alpha Cubed Investments 2024 Q1 filed April 23, 2024
- Alpha Cubed Investments 2023 Q4 filed Feb. 5, 2024
- Alpha Cubed Investments 2023 Q3 filed Oct. 19, 2023
- Alpha Cubed Investments 2023 Q2 filed July 20, 2023
- Alpha Cubed Investments 2023 Q1 filed April 27, 2023
- Alpha Cubed Investments 2022 Q4 filed Jan. 25, 2023
- Alpha Cubed Investments 2022 Q3 filed Nov. 4, 2022
- Alpha Cubed Investments 2022 Q2 filed July 22, 2022
- Alpha Cubed Investments 2022 Q1 filed April 22, 2022
- Alpha Cubed Investments 2021 Q4 filed Jan. 19, 2022