Alpha Cubed Investments, LLC Purchases in Q3 2025

Alpha Cubed Investments, LLC

  • $2.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
33K
+ 4.92%
$202.38 - $256.87 $6.67M - $8.47M
703K $179M
UNH
Unitedhealth Group Inc

Healthcare
89.1K
+ 250.46%
$237.77 - $353.61 $21.2M - $31.5M
125K $43.1M
LMT
Lockheed Martin Corp

Industrials
31K
+ 104.95%
$410.74 - $499.21 $12.7M - $15.5M
60.6K $30.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22.4K
+ 13.58%
$459.11 - $506.91 $10.3M - $11.3M
187K $94.1M
NEE
Nextera Energy Inc

Utilities
75.7K
+ 9.43%
$69.77 - $77.54 $5.28M - $5.87M
879K $66.4M
ABBV
Abb Vie Inc.

Healthcare
39.5K
+ 541.25%
$184.85 - $231.54 $7.29M - $9.13M
46.7K $10.8M
DGX
Quest Diagnostics Inc

Healthcare
67K
+ 1588.97%
N/A
71.2K $9.76M
CRWD
Crowd Strike Holdings, Inc.

Technology
17.2K
+ 61.09%
$412.46 - $514.1 $7.09M - $8.84M
45.4K $22.2M
PANW
Palo Alto Networks Inc

Technology
40K
+ 7.77%
$167.06 - $208.19 $6.68M - $8.32M
555K $113M
TSLA
Tesla, Inc.

Consumer Cyclical
5.38K
+ 15.33%
$293.94 - $444.72 $1.58M - $2.39M
40.5K $18M
ASML
Asml Holding Nv

Technology
1.5K
+ 5.24%
$689.63 - $968.09 $1.03M - $1.45M
30K $29.1M
AMD
Advanced Micro Devices Inc

Technology
14.5K
+ 7.54%
$134.8 - $184.42 $1.95M - $2.67M
207K $33.5M
HD
Home Depot, Inc.

Consumer Cyclical
8.65K
+ 24.46%
$357.4 - $423.42 $3.09M - $3.66M
44K $17.8M
AMZN
Amazon Com Inc

Consumer Cyclical
15.5K
+ 2.74%
$211.65 - $238.24 $3.27M - $3.68M
580K $127M
GOOG
Alphabet Inc.

Communication Services
1.03K
+ 2.19%
$175.16 - $255.24 $181K - $264K
48.2K $11.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
28.9K
+ 13.13%
$68.24 - $73.73 $1.97M - $2.13M
249K $18.3M
VMC
Vulcan Materials CO

Basic Materials
2.5K
+ 5.11%
$260.62 - $307.62 $651K - $769K
51.4K $15.8M
CVX
Chevron Corp

Energy
7.47K
+ 4.95%
$145.57 - $161.83 $1.09M - $1.21M
158K $24.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.66K
+ 12.22%
$567.77 - $614.76 $944K - $1.02M
15.3K $9.35M
LQD
Ishares Iboxx $ Investment Gra

ETFs
9.97K
+ 4.79%
$107.66 - $112.36 $1.07M - $1.12M
218K $24.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
13K
+ 5.91%
$90.83 - $93.81 $1.18M - $1.22M
233K $21.7M
META
Meta Platforms, Inc.

Communication Services
1.54K
+ 1.27%
$695.21 - $791.73 $1.07M - $1.22M
123K $90.1M
SPG
Simon Property Group Inc

Real Estate
2.67K
+ 76.53%
$159.93 - $187.67 $427K - $501K
6.15K $1.15M
IBM
International Business Machines Corp

Technology
2.24K
+ 27.92%
$234.77 - $292.47 $527K - $656K
10.3K $2.9M
KLAC
Kla Corp

Technology
12
+ 0.44%
$843.9 - $1078.6 $10.1K - $12.9K
2.72K $2.93M
IAUM
I Shares Gold Trust Micro

ETFs
11.9K
New
$32.6 - $38.5 $387K - $457K
11.9K $456K
WMT
Walmart Inc.

Consumer Defensive
1.21K
+ 2.37%
$94.4 - $104.27 $114K - $126K
52.2K $5.38M
SCCO
Southern Copper Corp

Basic Materials
2.8K
New
$90.54 - $121.36 $253K - $339K
2.8K $339K
RTX
Raytheon Technologies Corp

Industrials
182
+ 1.26%
$144.19 - $167.33 $26.2K - $30.5K
14.7K $2.45M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.24K
New
$133.48 - $144.38 $300K - $324K
2.24K $319K
VCIT
Vanguard Intermediate Term Cor

ETFs
691
+ 0.32%
$81.75 - $84.54 $56.5K - $58.4K
218K $18.3M
VGT
Vanguard Information Technolog

ETFs
272
+ 25.47%
$656.44 - $753.15 $179K - $205K
1.34K $1M
MO
Altria Group, Inc.

Consumer Defensive
1.69K
+ 7.08%
$57.75 - $67.68 $97.8K - $115K
25.6K $1.69M
TRMD
Torm PLC

Energy
14K
New
$16.71 - $23.4 $234K - $327K
14K $288K
LLY
Eli Lilly & CO

Healthcare
691
+ 4.65%
$625.65 - $812.69 $432K - $562K
15.5K $11.9M
COF
Capital One Financial Corp

Financial Services
1.33K
New
$207.29 - $229.74 $275K - $304K
1.33K $281K
FNDF
Schwab Fundamental Intl Large

ETFs
6.16K
New
$39.84 - $43.15 $245K - $266K
6.16K $264K
GLW
Corning Inc

Technology
250
+ 3.07%
$51.6 - $82.03 $12.9K - $20.5K
8.4K $689K
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.51K
New
$46.69 - $59.27 $211K - $267K
4.51K $239K
MU
Micron Technology Inc

Technology
1.37K
New
$104.88 - $168.89 $144K - $232K
1.37K $229K
GM
General Motors CO

Consumer Cyclical
3.76K
New
$48.89 - $61.24 $184K - $230K
3.76K $229K
PML
Pimco Municipal Income Fund Ii

Financial Services
28.8K
New
$7.11 - $7.91 $205K - $228K
28.8K $227K
NEM
Newmont Corp

Basic Materials
2.65K
New
$57.35 - $85.25 $152K - $226K
2.65K $223K
IVV
Ishares Core S&P 500 ETF

ETFs
77
+ 2.17%
$620.67 - $670.08 $47.8K - $51.6K
3.63K $2.43M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
6.13K
New
$28.71 - $37.46 $176K - $230K
6.13K $217K
EME
Emcor Group, Inc.

Industrials
330
New
$530.88 - $655.83 $175K - $216K
330 $214K
GVA
Granite Construction Inc

Industrials
1.95K
New
$92.28 - $111.29 $180K - $217K
1.95K $213K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1K
New
$171.01 - $228.24 $171K - $228K
1K $213K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.03K
New
$28.15 - $30.13 $198K - $212K
7.03K $208K
Activity Summary
Buys All Purchases 104 New Holdings 19 Increased Positions 85 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 1 Puts 0
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