Alpha Cubed Investments, LLC Purchases in Q3 2024

Alpha Cubed Investments, LLC

  • $2.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
82.8K
+ 1095.49%
$214.77 - $237.72 $17.8M - $19.7M
90.3K $21.4M
LMT
Lockheed Martin Corp

Industrials
27.2K
+ 113.57%
$460.3 - $584.56 $12.5M - $15.9M
51.1K $29.9M
META
Meta Platforms, Inc.

Communication Services
14.9K
+ 13.68%
$453.41 - $572.44 $6.75M - $8.52M
124K $70.8M
JPM
Jpmorgan Chase & CO

Financial Services
62.2K
+ 34.38%
$194.9 - $224.8 $12.1M - $14M
243K $51.3M
NEE
Nextera Energy Inc

Utilities
64.3K
+ 10.84%
$69.9 - $84.97 $4.49M - $5.46M
657K $55.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.29K
+ 3.03%
$405.19 - $478.57 $2.14M - $2.53M
179K $82.6M
PANW
Palo Alto Networks Inc

Technology
32.6K
+ 16.4%
$294.18 - $368.01 $9.6M - $12M
232K $79.1M
PWR
Quanta Services, Inc.

Industrials
10.2K
+ 5.75%
$239.58 - $298.23 $2.44M - $3.03M
187K $55.7M
CAT
Caterpillar Inc

Industrials
6.21K
+ 5.63%
$316.8 - $391.12 $1.97M - $2.43M
117K $45.6M
PLTR
Palantir Technologies Inc.

Technology
218K
+ 1402.21%
$24.09 - $37.95 $5.25M - $8.27M
234K $8.69M
AEP
American Electric Power CO Inc

Utilities
4.28K
+ 1.01%
$87.11 - $104.95 $372K - $449K
428K $43.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
38.7K
+ 766.13%
$147.95 - $191.05 $5.73M - $7.4M
43.8K $7.6M
ISRG
Intuitive Surgical Inc

Healthcare
4.66K
+ 4.89%
$416.14 - $494.01 $1.94M - $2.3M
99.8K $49M
VZ
Verizon Communications Inc

Communication Services
99.7K
+ 18.27%
$38.89 - $45.0 $3.88M - $4.48M
645K $29M
DLR
Digital Realty Trust, Inc.

Real Estate
32.2K
+ 26.03%
$144.47 - $162.98 $4.64M - $5.24M
156K $25.2M
CME
Cme Group Inc.

Financial Services
7.78K
+ 4.61%
$193.43 - $220.62 $1.51M - $1.72M
177K $39M
MET
Metlife Inc

Financial Services
10.7K
+ 3.76%
$67.96 - $82.48 $729K - $885K
296K $24.4M
ETN
Eaton Corp PLC

Industrials
8.08K
+ 10.64%
$272.52 - $333.02 $2.2M - $2.69M
84.1K $27.9M
NVDA
Nvidia Corp

Technology
41.5K
+ 7.03%
$98.91 - $134.91 $4.1M - $5.6M
632K $76.7M
NFLX
Netflix Inc

Communication Services
976
+ 1.37%
$598.55 - $722.26 $584K - $705K
72.1K $51.1M
FIS
Fidelity National Information Services, Inc.

Technology
14.2K
+ 6.91%
$72.8 - $85.04 $1.03M - $1.21M
220K $18.4M
CSCO
Cisco Systems, Inc.

Technology
7.69K
+ 1.84%
$44.74 - $53.22 $344K - $409K
425K $22.6M
JNJ
Johnson & Johnson

Healthcare
857
+ 0.53%
$145.48 - $167.38 $125K - $143K
163K $26.5M
V
Visa Inc.

Financial Services
3.04K
+ 2.65%
$253.74 - $291.56 $772K - $887K
118K $32.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
30.9K
New
$58.03 - $65.37 $1.8M - $2.02M
30.9K $2M
SBUX
Starbucks Corp

Consumer Cyclical
13.4K
+ 45.22%
$72.51 - $98.6 $968K - $1.32M
42.9K $4.18M
LRCX
Lam Research Corp

Technology
2.37K
+ 498.32%
$731.56 - $1127.3 $1.73M - $2.67M
2.84K $2.32M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.18K
+ 0.94%
$90.87 - $102.43 $198K - $223K
233K $23.1M
ZTS
Zoetis Inc.

Healthcare
2.74K
+ 10.48%
$172.58 - $196.48 $472K - $538K
28.9K $5.64M
MSFT
Microsoft Corp

Technology
11.7K
+ 4.76%
$395.15 - $467.56 $4.63M - $5.48M
258K $111M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
26.2K
+ 15.96%
$49.83 - $62.75 $1.3M - $1.64M
190K $11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.84K
+ 22.03%
$117.9 - $128.2 $453K - $493K
21.3K $2.73M
VO
Vanguard Mid Cap ETF

ETFs
2.15K
+ 80.43%
$237.84 - $263.83 $512K - $568K
4.83K $1.27M
AVGO
Broadcom Inc.

Technology
15.3K
+ 1056.09%
$136.27 - $1745.86 $2.08M - $26.6M
16.7K $2.88M
LLY
Eli Lilly & CO

Healthcare
865
+ 6.14%
$772.14 - $960.02 $668K - $830K
15K $13.3M
EBAY
Ebay Inc

Consumer Cyclical
62
+ 0.16%
$52.61 - $65.44 $3.26K - $4.06K
39.2K $2.55M
CMF
Ishares California Muni Bond E

ETFs
7.27K
New
$56.65 - $58.17 $412K - $423K
7.27K $422K
CAH
Cardinal Health Inc

Healthcare
3.36K
New
$93.74 - $114.66 $315K - $385K
3.36K $370K
MA
Mastercard Inc

Financial Services
92
+ 1.7%
$429.6 - $500.99 $39.5K - $46.1K
5.5K $2.71M
VEA
Vanguard Ftse Developed Market

ETFs
5.4K
New
$47.6 - $53.31 $257K - $288K
5.4K $284K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.36K
New
$57.22 - $80.08 $192K - $269K
3.36K $261K
SHOP
Shopify Inc.

Technology
2.03K
+ 30.73%
$52.26 - $80.75 $106K - $164K
8.63K $691K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.53K
+ 47.7%
$100.09 - $100.69 $253K - $254K
7.82K $787K
XLF
Financial Sector Spdr

ETFs
5.23K
New
$40.84 - $45.74 $214K - $239K
5.23K $237K
CTAS
Cintas Corp

Industrials
5.62K
+ 299.57%
$201.38 - $819.83 $1.13M - $4.61M
7.5K $1.54M
FICO
Fair Isaac Corp

Technology
8
+ 1.74%
$1496.51 - $1947.38 $12K - $15.6K
467 $908K
ACN
Accenture PLC

Technology
623
New
$295.44 - $355.81 $184K - $222K
623 $220K
DASH
Door Dash, Inc.

Communication Services
1.5K
New
$100.28 - $143.99 $150K - $216K
1.5K $214K
SCI
Service Corp International

Consumer Cyclical
2.7K
New
$69.55 - $80.63 $188K - $218K
2.7K $213K
Activity Summary
Buys All Purchases 105 New Holdings 15 Increased Positions 90 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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