Alpha Cubed Investments, LLC Purchases in Q2 2025

Alpha Cubed Investments, LLC

  • $2.62 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
34.7K
+ 41.54%
$11.45 - $12.35 $398K - $429K
118K $1.38M
BA
Boeing CO

Industrials
1.09K
+ 43.35%
$136.59 - $217.51 $149K - $237K
3.6K $753K
AXON
Axon Enterprise, Inc.

Industrials
383
New
$497.13 - $827.94 $190K - $317K
383 $317K
IAU
Ishares Gold Trust

ETFs
4.77K
+ 110.24%
$56.1 - $64.74 $267K - $309K
9.09K $567K
IDV
Ishares Tr

ETFs
8.66K
New
$27.79 - $34.84 $241K - $302K
8.66K $298K
INTU
Intuit Inc

Technology
360
New
$544.07 - $787.63 $196K - $284K
360 $283K
DIS
Walt Disney CO

Communication Services
167
+ 1.63%
$81.72 - $124.01 $13.6K - $20.7K
10.4K $1.29M
TMUS
T Mobile Us, Inc.

Communication Services
1.17K
New
$220.99 - $268.54 $259K - $315K
1.17K $279K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.05K
New
$73.7 - $90.98 $225K - $278K
3.05K $277K
SGOL
Abrdn Gold ETF Trust

ETFs
8.42K
New
$28.39 - $32.75 $239K - $276K
8.42K $265K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.4K
New
$17.76 - $22.1 $203K - $253K
11.4K $252K
IWB
Ishares Tr Russell 1000 ETF

ETFs
54
+ 0.78%
$272.36 - $339.57 $14.7K - $18.3K
6.94K $2.36M
ADP
Automatic Data Processing Inc

Industrials
775
New
$276.76 - $326.81 $214K - $253K
775 $239K
IWM
Ishares Russell 2000 ETF

ETFs
1.09K
New
$174.82 - $215.79 $190K - $234K
1.09K $234K
MPC
Marathon Petroleum Corp

Energy
1.4K
New
$118.55 - $170.08 $165K - $237K
1.4K $231K
HDB
Hdfc Bank LTD

Financial Services
2.99K
New
$63.78 - $77.48 $191K - $232K
2.99K $229K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.04K
New
$51.14 - $57.0 $206K - $230K
4.04K $229K
BK
Bank Of New York Mellon Corp

Financial Services
2.51K
New
$73.31 - $91.62 $184K - $230K
2.51K $228K
CHKP
Check Point Software Technologies LTD

Technology
1.07K
+ 51.46%
$204.26 - $233.47 $219K - $250K
3.16K $698K
JBL
Jabil Inc

Technology
1.03K
New
$116.88 - $218.1 $120K - $224K
1.03K $223K
INTC
Intel Corp

Technology
9.69K
+ 35.64%
$18.13 - $22.69 $176K - $220K
36.9K $826K
IWV
Ishares Russell 3000 ETF

ETFs
594
New
$281.67 - $351.0 $167K - $208K
594 $208K
NDAQ
Nasdaq, Inc.

Financial Services
2.31K
New
$66.4 - $89.42 $154K - $207K
2.31K $206K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.35K
New
$118.81 - $151.28 $160K - $204K
1.35K $204K
LINC
Lincoln Educational Services Corp

Consumer Defensive
8.75K
New
$15.32 - $23.8 $134K - $208K
8.75K $201K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
71
+ 0.18%
$59.24 - $71.39 $4.21K - $5.07K
39.2K $2.8M
XLK
Technology Sector Spdr

ETFs
102
+ 2.84%
$179.73 - $253.23 $18.3K - $25.8K
3.69K $934K
C
Citigroup Inc

Financial Services
581
+ 5.72%
$58.13 - $85.12 $33.8K - $49.5K
10.7K $913K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
448
+ 1.97%
$114.78 - $133.31 $51.4K - $59.7K
23.2K $3.1M
HON
Honeywell International Inc

Industrials
73
+ 1.23%
$182.86 - $232.88 $13.3K - $17K
6.02K $1.4M
SLV
I Shares Silver Trust

ETFs
3.36K
+ 23.02%
$27.08 - $33.74 $91K - $113K
18K $589K
SO
Southern CO

Utilities
1.37K
+ 23.64%
$84.91 - $92.56 $116K - $126K
7.15K $656K
DE
Deere & CO

Industrials
95
+ 4.83%
$412.99 - $531.48 $39.2K - $50.5K
2.06K $1.05M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.64K
+ 17.68%
$23.55 - $27.67 $85.8K - $101K
24.3K $670K
CTAS
Cintas Corp

Industrials
10
+ 0.15%
$190.11 - $227.66 $1.9K - $2.28K
6.77K $1.51M
MDT
Medtronic PLC

Healthcare
1.42K
+ 56.22%
$80.68 - $88.86 $114K - $126K
3.94K $343K
RSP
Invesco S&P 500 Equal Weight E

ETFs
86
+ 0.76%
$152.93 - $181.74 $13.2K - $15.6K
11.4K $2.06M
SHW
Sherwin Williams CO

Basic Materials
338
+ 22.31%
$313.51 - $363.51 $106K - $123K
1.85K $636K
SPYG
Spdr Portfolio

ETFs
267
+ 4.97%
$71.83 - $95.32 $19.2K - $25.5K
5.64K $537K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.21K
+ 31.2%
$48.13 - $49.85 $106K - $110K
9.29K $455K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
741
+ 8.12%
$121.58 - $136.74 $90.1K - $101K
9.86K $1.34M
BX
Blackstone Inc.

Financial Services
70
+ 0.86%
$120.07 - $151.11 $8.4K - $10.6K
8.21K $1.23M
SRE
Sempra Energy

Utilities
515
+ 4.63%
$63.78 - $78.91 $32.8K - $40.6K
11.6K $882K
GLD
Spdr Gold Trust

ETFs
146
+ 5.67%
$273.71 - $316.29 $40K - $46.2K
2.72K $829K
MS
Morgan Stanley

Financial Services
77
+ 2.61%
$99.83 - $140.86 $7.69K - $10.8K
3.03K $426K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
17
+ 1.51%
$179.95 - $278.88 $3.06K - $4.74K
1.14K $318K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.21K
+ 20.31%
$19.6 - $24.44 $43.4K - $54.1K
13.1K $320K
PYPL
Pay Pal Holdings, Inc.

Financial Services
598
+ 16.02%
$57.41 - $74.81 $34.3K - $44.7K
4.33K $321K
PM
Philip Morris International Inc.

Consumer Defensive
39
+ 1.4%
$149.23 - $184.95 $5.82K - $7.21K
2.83K $515K
Activity Summary
Buys All Purchases 144 New Holdings 27 Increased Positions 117 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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