Alpha Cubed Investments, LLC Top Holdings and 13F Report (2025)

About Alpha Cubed Investments, LLC

Investment Activity

Alpha Cubed Investments, LLC has $2.24 billion in total holdings as of March 31, 2025.
Alpha Cubed Investments, LLC owns shares of 301 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 12.25% of the portfolio was purchased this quarter.
About 6.09% of the portfolio was sold this quarter.
This quarter, Alpha Cubed Investments, LLC has purchased 267 new stocks and bought additional shares in 126 stocks.
Alpha Cubed Investments, LLC sold shares of 99 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Apple: $144,455,631
Microsoft: $105,838,961
Berkshire Hathaway: $99,895,891
Amazon.com: $91,876,522
NVIDIA: $86,166,911

Largest New Holdings this Quarter

833445109 - Snowflake: $1,724,542 Holding
72352L106 - Pinterest: $1,713,432 Holding
67061W104 - Nuveen Arizona Quality Municipal Income Fund: $1,008,530 Holding
571903202 - Marriott International: $973,762 Holding
110122108 - Bristol-Myers Squibb: $948,760 Holding

Largest Purchases this Quarter

The Goldman Sachs Group: 72,952 shares (about $39.85M)
Digital Realty Trust: 203,799 shares (about $29.20M)
Taiwan Semiconductor Manufacturing: 143,457 shares (about $23.81M)
NVIDIA: 182,919 shares (about $19.82M)
Union Pacific: 73,086 shares (about $17.27M)

Largest Sales this Quarter

ASML: 32,295 shares (about $21.40M)
Netflix: 18,738 shares (about $17.47M)
Visa: 45,764 shares (about $16.04M)
Merck & Co., Inc.: 161,076 shares (about $14.46M)
Intuitive Surgical: 28,615 shares (about $14.17M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$144,455,631	$69,749 ▼	0.0%	650,320	6.4%	Computer and Technology
MSFT Microsoft	$105,838,961	$5,228,432 ▲	5.2%	281,944	4.7%	Computer and Technology
BRK.B Berkshire Hathaway	$99,895,891	$2,949,424 ▲	3.0%	187,570	4.5%	Finance
AMZN Amazon.com	$91,876,522	$1,315,077 ▼	-1.4%	482,900	4.1%	Retail/Wholesale
NVDA NVIDIA	$86,166,911	$19,824,771 ▲	29.9%	795,044	3.8%	Computer and Technology
PANW Palo Alto Networks	$81,922,899	$2,154,842 ▲	2.7%	480,092	3.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$81,537,103	$11,709,658 ▲	16.8%	332,397	3.6%	Finance
GOOGL Alphabet	$76,130,209	$6,942,564 ▼	-8.4%	492,306	3.4%	Computer and Technology
AEP American Electric Power	$64,186,356	$4,532,189 ▲	7.6%	587,411	2.9%	Utilities
PWR Quanta Services	$60,413,472	$12,543,014 ▲	26.2%	237,680	2.7%	Construction
META Meta Platforms	$59,014,899	$273,196 ▼	-0.5%	102,392	2.6%	Computer and Technology
DLR Digital Realty Trust	$57,677,875	$29,202,393 ▲	102.6%	402,525	2.6%	Finance
NEE NextEra Energy	$47,655,348	$1,699,870 ▼	-3.4%	672,244	2.1%	Utilities
KO Coca-Cola	$47,203,130	$764,759 ▲	1.6%	659,077	2.1%	Consumer Staples
CAT Caterpillar	$45,909,377	$4,637,967 ▲	11.2%	139,204	2.0%	Industrials
CME CME Group	$45,662,950	$150,154 ▲	0.3%	172,125	2.0%	Finance
AMT American Tower	$43,439,203	$17,089,407 ▲	64.9%	199,629	1.9%	Finance
GS The Goldman Sachs Group	$40,046,768	$39,852,836 ▲	20,549.9%	73,307	1.8%	Finance
ISRG Intuitive Surgical	$32,704,164	$14,172,151 ▼	-30.2%	66,033	1.5%	Medical
ASML ASML	$32,647,079	$21,399,611 ▼	-39.6%	49,269	1.5%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$32,208,677	$23,813,883 ▲	283.7%	194,028	1.4%	Computer and Technology
VZ Verizon Communications	$31,216,778	$1,065,143 ▲	3.5%	688,201	1.4%	Computer and Technology
COST Costco Wholesale	$29,220,250	$2,337,998 ▲	8.7%	30,895	1.3%	Retail/Wholesale
NFLX Netflix	$28,239,806	$17,473,747 ▼	-38.2%	30,283	1.3%	Consumer Discretionary
UNP Union Pacific	$27,982,432	$17,265,861 ▲	161.1%	118,449	1.2%	Transportation
V Visa	$25,854,935	$16,038,513 ▼	-38.3%	73,774	1.2%	Business Services
MCD McDonald's	$25,307,648	$1,120,161 ▼	-4.2%	81,018	1.1%	Retail/Wholesale
JNJ Johnson & Johnson	$25,220,677	$458,383 ▲	1.9%	152,078	1.1%	Medical
VB Vanguard Small-Cap ETF	$24,741,925	$1,856,709 ▼	-7.0%	111,576	1.1%	ETF
QCOM QUALCOMM	$24,681,744	$2,498,620 ▲	11.3%	160,678	1.1%	Computer and Technology
CSCO Cisco Systems	$24,428,881	$1,119,666 ▼	-4.4%	395,866	1.1%	Computer and Technology
HD Home Depot	$24,380,023	$2,758,205 ▲	12.8%	66,523	1.1%	Retail/Wholesale
MET MetLife	$23,739,035	$229,469 ▲	1.0%	295,666	1.1%	Finance
ETN Eaton	$23,156,543	$776,343 ▲	3.5%	85,188	1.0%	Industrials
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$19,367,538	$632,683 ▲	3.4%	178,191	0.9%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$18,163,924	$684,414 ▼	-3.6%	222,161	0.8%	ETF
FIS Fidelity National Information Services	$17,766,169	$10,082 ▼	-0.1%	237,897	0.8%	Business Services
PIMCO ETF TR	$17,334,925	$146,195 ▼	-0.8%	187,465	0.8%	ACTIVE BD ETF
UL Unilever	$17,034,112	$1,268,952 ▲	8.0%	286,047	0.8%	Consumer Staples
TXN Texas Instruments	$16,717,027	$1,141,100 ▼	-6.4%	93,027	0.7%	Computer and Technology
UNH UnitedHealth Group	$16,039,072	$1,272,693 ▼	-7.4%	30,624	0.7%	Medical
ICE Intercontinental Exchange	$14,993,578	$232,186 ▲	1.6%	86,919	0.7%	Finance
CVX Chevron	$14,452,367	$1,419,457 ▲	10.9%	86,391	0.6%	Energy
LMT Lockheed Martin	$13,505,355	$255,964 ▲	1.9%	30,233	0.6%	Aerospace
TSLA Tesla	$12,803,541	$5,765,274 ▼	-31.0%	49,404	0.6%	Auto/Tires/Trucks
VXUS Vanguard Total International Stock ETF	$12,611,781	$10,753,126 ▲	578.5%	203,088	0.6%	ETF
SLB Schlumberger	$11,872,814	$3,303,617 ▲	38.6%	284,039	0.5%	Energy
LLY Eli Lilly and Company	$11,512,850	$1,213,226 ▲	11.8%	13,940	0.5%	Medical
QQQ Invesco QQQ	$10,781,960	$288,388 ▲	2.7%	22,993	0.5%	Finance
CMG Chipotle Mexican Grill	$10,103,758	$180,706 ▼	-1.8%	201,230	0.5%	Retail/Wholesale
CRWD CrowdStrike	$9,885,638	$4,205,927 ▼	-29.8%	28,038	0.4%	Computer and Technology
LULU Lululemon Athletica	$8,956,018	$1,319,343 ▼	-12.8%	31,640	0.4%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$8,714,216	$2,528,202 ▲	40.9%	103,249	0.4%	CL A
VIG Vanguard Dividend Appreciation ETF	$8,697,402	$279,929 ▼	-3.1%	44,834	0.4%	ETF
GOOG Alphabet	$7,450,368	$427,762 ▼	-5.4%	47,688	0.3%	Computer and Technology
RS Reliance	$7,376,119		0.0%	25,545	0.3%	Basic Materials
VOO Vanguard S&P 500 ETF	$6,932,070	$1,615,205 ▼	-18.9%	13,489	0.3%	ETF
ORCL Oracle	$6,423,869	$190,841 ▼	-2.9%	45,947	0.3%	Computer and Technology
XOM Exxon Mobil	$6,381,181	$1,547,872 ▲	32.0%	53,655	0.3%	Energy
MRK Merck & Co., Inc.	$6,127,192	$14,458,170 ▼	-70.2%	68,262	0.3%	Medical
AMGN Amgen	$6,109,570	$286,006 ▼	-4.5%	19,610	0.3%	Medical
TOTL SPDR Doubleline Total Return Tactical ETF	$5,077,228	$108,944 ▼	-2.1%	126,017	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$4,960,067	$465,086 ▲	10.3%	177,399	0.2%	ETF
AVGO Broadcom	$4,682,337	$1,875,044 ▲	66.8%	27,966	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$4,599,929	$878,814 ▲	23.6%	8,223	0.2%	Finance
FI Fiserv	$4,371,992	$115,715 ▼	-2.6%	19,798	0.2%	Business Services
ZTS Zoetis	$4,321,109	$158,065 ▼	-3.5%	26,244	0.2%	Medical
WMT Walmart	$4,177,347	$1,538,269 ▲	58.3%	47,583	0.2%	Retail/Wholesale
AMD Advanced Micro Devices	$4,013,798	$1,228,858 ▲	44.1%	39,068	0.2%	Computer and Technology
FICO Fair Isaac	$3,605,333	$2,733,045 ▲	313.3%	1,955	0.2%	Computer and Technology
MGK Vanguard Mega Cap Growth ETF	$3,548,105	$96,988 ▼	-2.7%	11,487	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$3,438,307	$7,105 ▼	-0.2%	43,556	0.2%	ETF
MGV Vanguard Mega Cap Value ETF	$3,430,752	$77,562 ▼	-2.2%	26,628	0.2%	ETF
WFC Wells Fargo & Company	$3,061,637	$464,267 ▲	17.9%	42,647	0.1%	Finance
VYM Vanguard High Dividend Yield ETF	$2,939,969	$184,280 ▼	-5.9%	22,798	0.1%	ETF
AMAT Applied Materials	$2,839,753	$1,912,422 ▲	206.2%	19,568	0.1%	Computer and Technology
BAC Bank of America	$2,714,018	$735,236 ▲	37.2%	65,038	0.1%	Finance
SBUX Starbucks	$2,652,369	$134,678 ▼	-4.8%	27,040	0.1%	Retail/Wholesale
SPHQ Invesco S&P 500 Quality ETF	$2,598,936	$78,945 ▼	-2.9%	39,176	0.1%	ETF
RTX RTX	$2,583,985	$576,323 ▲	28.7%	19,508	0.1%	Aerospace
VTI Vanguard Total Stock Market ETF	$2,558,620	$172,334 ▲	7.2%	9,309	0.1%	ETF
SHOP Shopify	$2,545,497	$1,632,517 ▲	178.8%	26,660	0.1%	Computer and Technology
SCHW Charles Schwab	$2,445,914	$736,060 ▲	43.0%	31,246	0.1%	Finance
FLOT iShares Floating Rate Bond ETF	$2,372,309	$118,590 ▼	-4.8%	46,470	0.1%	ETF
XLU Utilities Select Sector SPDR Fund	$2,134,885	$270,537 ▼	-11.2%	27,075	0.1%	ETF
MA Mastercard	$2,126,270	$334,371 ▼	-13.6%	3,879	0.1%	Business Services
IWB iShares Russell 1000 ETF	$2,111,137	$132,521 ▼	-5.9%	6,882	0.1%	ETF
IVV iShares Core S&P 500 ETF	$2,100,307	$60,683 ▼	-2.8%	3,738	0.1%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$2,025,436	$1,126,517 ▲	125.3%	20,130	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$1,952,364	$18,536 ▼	-0.9%	11,270	0.1%	ETF
PG Procter & Gamble	$1,922,232	$276,601 ▲	16.8%	11,279	0.1%	Consumer Staples
IBM International Business Machines	$1,866,689	$596,535 ▲	47.0%	7,507	0.1%	Computer and Technology
KLAC KLA	$1,851,095	$1,320,171 ▲	248.7%	2,723	0.1%	Computer and Technology
VTV Vanguard Value ETF	$1,813,379	$20,728 ▼	-1.1%	10,498	0.1%	ETF
ABBV AbbVie	$1,788,712	$34,572 ▲	2.0%	8,537	0.1%	Medical
SNOW Snowflake	$1,724,542	$1,724,542 ▲	New Holding	11,799	0.1%	Computer and Technology
PINS Pinterest	$1,713,432	$1,713,432 ▲	New Holding	55,272	0.1%	Computer and Technology
VMC Vulcan Materials	$1,684,659	$24,030 ▼	-1.4%	7,221	0.1%	Construction
XLV Health Care Select Sector SPDR Fund	$1,672,983	$1,058,573 ▼	-38.8%	11,458	0.1%	ETF
TWLO Twilio	$1,651,350	$577,277 ▲	53.7%	16,866	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Alpha Cubed Investments, LLC Top Holdings and 13F Report (2025)

About Alpha Cubed Investments, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Alpha Cubed Investments, LLC Top Holdings and 13F Report (2025)

About Alpha Cubed Investments, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlpha Cubed Investments, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools