Alpha Cubed Investments, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.91 Billion distributed in 295 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $121M, Microsoft Corp with a value of $105M, Amazon Com Inc with a value of $82.6M, Alphabet Inc. with a value of $81.8M, and Berkshire Hathaway Inc Class B with a value of $70.6M.

Examining the 13F form we can see an increase of $124M in the current position value, from $1.79B to 1.91B.

Below you can find more details about Alpha Cubed Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.91 Billion
Technology: $516 Million
Financial Services: $249 Million
Healthcare: $210 Million
ETFs: $188 Million
Communication Services: $164 Million
Industrials: $160 Million
Consumer Cyclical: $158 Million
Consumer Defensive: $80.1 Million
Other: $184 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 295
  • Current Value $1.91 Billion
  • Prior Value $1.79 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 47 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 120 stocks
Track This Portfolio

Track Alpha Cubed Investments, LLC Portfolio

Follow Alpha Cubed Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Cubed Investments, LLC, based on Form 13F filings with the SEC.


Stay updated on Alpha Cubed Investments, LLC with notifications on news.