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
INTC
Intel Corp

Technology
6.33K
+ 30.35%
$19.1 - $27.39 $121K - $173K
27.2K $617K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
10.2K
New
$19.04 - $20.15 $194K - $205K
10.2K $193K
SRE
Sempra Energy

Utilities
4.16K
+ 59.72%
$67.85 - $87.67 $282K - $365K
11.1K $793K
KMI
Kinder Morgan, Inc.

Energy
5.39K
+ 55.86%
$26.1 - $31.22 $141K - $168K
15K $428K
VGSH
Vanguard

ETFs
2.41K
+ 27.85%
$58.07 - $58.69 $140K - $141K
11K $648K
NXPI
Nxp Semiconductors N.V.

Technology
1.23K
+ 23.5%
$189.99 - $245.86 $233K - $301K
6.44K $1.22M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
11.8K
New
$11.22 - $11.8 $132K - $139K
11.8K $131K
TIP
Ishares Tr Tips Bd ETF

ETFs
794
+ 10.35%
$106.22 - $111.09 $84.3K - $88.2K
8.47K $940K
PMF
Pimco Municipal Income Fund

Financial Services
13.8K
New
$8.64 - $9.36 $119K - $129K
13.8K $121K
VO
Vanguard Mid Cap ETF

ETFs
570
+ 11.73%
$251.87 - $277.95 $144K - $158K
5.43K $1.4M
WEC
Wec Energy Group, Inc.

Utilities
438
+ 9.98%
$92.12 - $108.98 $40.3K - $47.7K
4.83K $526K
O
Realty Income Corp

Real Estate
451
+ 2.83%
$51.67 - $58.49 $23.3K - $26.4K
16.4K $951K
ED
Consolidated Edison Inc

Utilities
367
+ 13.55%
$88.0 - $110.59 $32.3K - $40.6K
3.08K $340K
PEP
Pepsico Inc

Consumer Defensive
710
+ 14.74%
$142.64 - $156.42 $101K - $111K
5.53K $828K
DE
Deere & CO

Industrials
11
+ 0.56%
$408.57 - $509.27 $4.49K - $5.6K
1.97K $922K
SO
Southern CO

Utilities
298
+ 5.44%
$80.96 - $92.96 $24.1K - $27.7K
5.78K $531K
SPG
Simon Property Group Inc

Real Estate
585
+ 16.47%
$159.48 - $187.78 $93.3K - $110K
4.14K $686K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.26K
+ 11.74%
$28.55 - $29.09 $64.5K - $65.7K
21.5K $620K
PRU
Prudential Financial Inc

Financial Services
679
+ 39.27%
$105.04 - $122.33 $71.3K - $83.1K
2.41K $268K
NOW
Service Now, Inc.

Technology
204
+ 54.11%
$783.83 - $1170.39 $160K - $239K
581 $462K
EPD
Enterprise Products Partners L.P.

Energy
394
+ 2.58%
$31.75 - $34.14 $12.5K - $13.5K
15.6K $534K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
317
+ 17.87%
$196.12 - $229.48 $62.2K - $72.7K
2.09K $422K
AXP
American Express CO

Financial Services
317
+ 28.53%
$255.39 - $325.87 $81K - $103K
1.43K $384K
IAU
Ishares Gold Trust

ETFs
168
+ 4.04%
$49.74 - $58.96 $8.36K - $9.91K
4.33K $255K
ITOT
Ishares Core S&P Total U.S. St

ETFs
564
+ 18.53%
$120.29 - $134.6 $67.8K - $75.9K
3.61K $440K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
3.21K
+ 30.0%
$13.34 - $13.81 $42.8K - $44.4K
13.9K $189K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
2.9K
+ 27.36%
$14.22 - $14.83 $41.2K - $43K
13.5K $195K
VTI
Vanguard Total Stock Market Et

ETFs
627
+ 7.22%
$271.18 - $303.12 $170K - $190K
9.31K $2.56M
NNN
National Retail Properties, Inc.

Real Estate
658
+ 9.85%
$38.0 - $43.19 $25K - $28.4K
7.34K $312K
DIS
Walt Disney CO

Communication Services
1.46K
+ 16.56%
$96.87 - $114.0 $141K - $166K
10.3K $1.01M
MPLX
Mplx LP

Energy
82
+ 1.75%
$47.88 - $54.65 $3.93K - $4.48K
4.77K $255K
ALL
Allstate Corp

Financial Services
18
+ 1.01%
$180.99 - $210.18 $3.26K - $3.78K
1.8K $373K
OKE
Oneok Inc

Energy
313
+ 7.55%
$89.57 - $109.85 $28K - $34.4K
4.46K $442K
ABSI
Absci Corp

Healthcare
10K
+ 100.0%
$2.51 - $5.82 $25.1K - $58.2K
20K $50K
SCHV
Schwab Strategic Tr Us Large C

ETFs
524
+ 2.61%
$25.77 - $27.6 $13.5K - $14.5K
20.6K $547K
ADSK
Autodesk, Inc.

Technology
87
+ 10.94%
N/A
882 $216K
ESS
Essex Property Trust, Inc.

Real Estate
79
+ 6.43%
N/A
1.31K $356K
OXY
Occidental Petroleum Corp

Energy
417
+ 9.26%
$45.45 - $52.7 $19K - $22K
4.92K $242K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
60
+ 1.37%
$48.65 - $53.06 $2.92K - $3.18K
4.42K $229K
WES
Western Midstream Partners, LP

Energy
95
+ 1.62%
$37.87 - $42.89 $3.6K - $4.07K
5.96K $243K
CMCSA
Comcast Corp

Communication Services
584
+ 4.18%
$33.19 - $38.23 $19.4K - $22.3K
14.5K $536K
PWV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$56.58 - $60.89 $56.6 - $60.9
4.53K $269K
XLF
Financial Sector Spdr

ETFs
34
+ 0.56%
$47.32 - $52.19 $1.61K - $1.77K
6.09K $303K
QUAL
Ishares Msci Usa Quality Facto

ETFs
187
+ 6.35%
$168.16 - $186.21 $31.4K - $34.8K
3.13K $534K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
100
+ 8.98%
$191.06 - $228.87 $19.1K - $22.9K
1.21K $232K
PYPL
Pay Pal Holdings, Inc.

Financial Services
976
+ 35.41%
$65.15 - $91.81 $63.6K - $89.6K
3.73K $243K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
12
+ 0.53%
$97.38 - $104.52 $1.17K - $1.25K
2.27K $231K
PHK
Pimco High Income Fund

Financial Services
435
+ 2.27%
$4.85 - $4.98 $2.11K - $2.17K
19.6K $95K
Amplify ETF Tr
200
+ 2.68%
N/A
7.65K $0
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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