Alpha Cubed Investments, LLC Purchases in Q1 2025

Alpha Cubed Investments, LLC

  • $2.23 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
17.6K
+ 37.16%
$39.61 - $47.74 $698K - $841K
65K $2.71M
TRV
Travelers Companies, Inc.

Financial Services
2.19K
+ 200.18%
$232.43 - $265.13 $510K - $582K
3.29K $870K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7K
New
$81.83 - $82.73 $572K - $579K
7K $578K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.6K
+ 10.35%
$27.01 - $28.54 $449K - $475K
177K $4.96M
SCHP
Schwab Strategic Us Tips ETF

ETFs
19.7K
New
$25.69 - $26.89 $507K - $531K
19.7K $530K
KKR
Kkr & Co. Inc.

Financial Services
4.53K
New
$108.17 - $167.07 $490K - $757K
4.53K $523K
WFC
Wells Fargo & Company

Financial Services
6.47K
+ 17.87%
$66.78 - $81.42 $432K - $527K
42.6K $3.06M
C
Citigroup Inc

Financial Services
7.22K
+ 246.45%
$67.23 - $84.63 $485K - $611K
10.2K $720K
CAT
Caterpillar Inc

Industrials
14.1K
+ 11.24%
$326.75 - $407.63 $4.6M - $5.73M
139K $45.9M
VV
Vanguard Large Cap ETF

ETFs
1.94K
New
$253.32 - $282.66 $492K - $549K
1.94K $498K
AWR
American States Water CO

Utilities
6K
New
$70.84 - $80.98 $425K - $486K
6K $472K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.12K
New
$91.45 - $91.75 $468K - $470K
5.12K $469K
TWLO
Twilio Inc

Communication Services
5.9K
+ 53.75%
$94.9 - $148.35 $560K - $875K
16.9K $1.65M
HON
Honeywell International Inc

Industrials
2.41K
+ 68.01%
$202.75 - $226.52 $488K - $545K
5.95K $1.26M
CMI
Cummins Inc

Industrials
1.4K
New
$312.92 - $386.07 $439K - $541K
1.4K $439K
GLW
Corning Inc

Technology
8.13K
New
$44.91 - $54.25 $365K - $441K
8.13K $372K
T
At&T Inc.

Communication Services
8.62K
+ 37.4%
$21.56 - $28.28 $186K - $244K
31.7K $895K
GLD
Spdr Gold Trust

ETFs
984
+ 61.81%
$243.19 - $288.14 $239K - $284K
2.58K $742K
MS
Morgan Stanley

Financial Services
2.95K
New
$111.68 - $141.08 $329K - $416K
2.95K $344K
GILD
Gilead Sciences, Inc.

Healthcare
1.87K
+ 32.09%
$89.14 - $117.41 $167K - $220K
7.7K $863K
ENB
Enbridge Inc

Energy
7.01K
New
$41.54 - $45.45 $291K - $319K
7.01K $310K
PG
Procter & Gamble CO

Consumer Defensive
1.62K
+ 16.81%
$158.56 - $176.26 $257K - $286K
11.3K $1.92M
ABBV
Abb Vie Inc.

Healthcare
165
+ 1.97%
$169.2 - $216.66 $27.9K - $35.7K
8.54K $1.79M
NUE
Nucor Corp

Basic Materials
2.37K
New
$114.48 - $142.52 $271K - $337K
2.37K $284K
BX
Blackstone Inc.

Financial Services
3.14K
+ 62.78%
$136.53 - $186.74 $429K - $587K
8.14K $1.14M
XEL
Xcel Energy Inc

Utilities
3.9K
New
$63.37 - $72.1 $247K - $281K
3.9K $275K
MO
Altria Group, Inc.

Consumer Defensive
1.38K
+ 5.57%
$50.81 - $60.02 $70K - $82.7K
26.1K $1.57M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
8.84K
New
$30.84 - $35.09 $273K - $310K
8.84K $273K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
13.6K
New
$19.8 - $19.97 $269K - $271K
13.6K $269K
XLI
Industrial Sector Spdr

ETFs
2.03K
New
$128.78 - $141.67 $261K - $287K
2.03K $265K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.09K
New
$50.72 - $50.92 $258K - $259K
5.09K $258K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
7.56K
New
$32.41 - $44.87 $245K - $339K
7.56K $245K
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.75K
New
$24.91 - $29.02 $243K - $283K
9.75K $244K
LNG
Cheniere Energy, Inc.

Energy
1.05K
New
$209.32 - $253.66 $219K - $265K
1.05K $242K
CHKP
Check Point Software Technologies LTD

Technology
833
+ 66.64%
$179.88 - $231.31 $150K - $193K
2.08K $474K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.9K
New
$21.75 - $24.28 $237K - $265K
10.9K $240K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.13K
New
$211.47 - $267.17 $238K - $301K
1.13K $237K
WDAY
Workday, Inc.

Technology
1K
New
$233.53 - $277.82 $234K - $278K
1K $233K
CTVA
Corteva, Inc.

Basic Materials
3.68K
New
$55.94 - $66.15 $206K - $244K
3.68K $231K
UBER
Uber Technologies, Inc

Technology
3.16K
New
$63.17 - $81.49 $200K - $257K
3.16K $230K
SLV
I Shares Silver Trust

ETFs
6.14K
+ 72.6%
$26.93 - $31.32 $165K - $192K
14.6K $452K
MDT
Medtronic PLC

Healthcare
2.52K
New
$79.84 - $94.5 $202K - $239K
2.52K $226K
VOT
Vanguard Mid Cap Growth Index

ETFs
923
New
$237.72 - $276.98 $219K - $256K
923 $225K
VST
Vistra Corp.

Utilities
1.9K
New
$108.49 - $191.89 $206K - $364K
1.9K $222K
MMM
3 M CO

Industrials
1.49K
New
$129.7 - $155.12 $194K - $231K
1.49K $219K
BKNG
Booking Holdings Inc.

Consumer Cyclical
47
New
$4295.4 - $5141.88 $202K - $242K
47 $216K
IEFA
Ishares Tr

ETFs
2.71K
New
$69.57 - $78.65 $188K - $213K
2.71K $204K
SUN
Sunoco LP

Energy
3.51K
New
$51.29 - $59.25 $180K - $208K
3.51K $203K
NOC
Northrop Grumman Corp

Industrials
395
New
$433.45 - $513.82 $171K - $203K
395 $202K
Activity Summary
Buys All Purchases 176 New Holdings 50 Increased Positions 126 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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