Alpha Cubed Investments, LLC Portfolio Holdings
Alpha Cubed Investments, LLC
- $2.09 Billion
- Q2 2024
Alpha Cubed Investments, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.09 Billion distributed in 293 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $149M, Microsoft Corp with a value of $110M, Alphabet Inc. with a value of $99.1M, Amazon Com Inc with a value of $91.4M, and Nvidia Corp with a value of $72.9M.
Examining the 13F form we can see an increase of $184M in the current position value, from $1.91B to 2.09B.
Below you can find more details about Alpha Cubed Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.09 Billion
Technology: $599 Million
Communication Services: $240 Million
Healthcare: $225 Million
Financial Services: $223 Million
ETFs: $186 Million
Consumer Cyclical: $183 Million
Industrials: $148 Million
Consumer Defensive: $90 Million
Other: $199 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 293
- Current Value $2.09 Billion
- Prior Value $1.91 Billion
- Filing
- Period Q2 2024
- Filing Date July 15, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 25 stocks
- Additional Purchases 115 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks