Alpha Cubed Investments, LLC Portfolio Holdings
Alpha Cubed Investments, LLC
- $1.91 Billion
- Q1 2024
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
Summary
- 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