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
XEL
Xcel Energy Inc

Utilities
1.2K
+ 30.73%
$65.65 - $72.39 $78.6K - $86.7K
5.09K $346K
HBAN
Huntington Bancshares Inc

Financial Services
385
+ 1.05%
$12.49 - $16.76 $4.81K - $6.45K
36.9K $618K
ADI
Analog Devices Inc

Technology
38
+ 2.34%
$164.6 - $238.02 $6.25K - $9.04K
1.66K $394K
UBER
Uber Technologies, Inc

Technology
5
+ 0.16%
$64.62 - $93.3 $323 - $467
3.16K $295K
LLY
Eli Lilly & CO

Healthcare
912
+ 6.54%
$713.71 - $898.95 $651K - $820K
14.9K $11.6M
PWV
Invesco Exchange Traded Fd Tr

ETFs
838
+ 18.49%
$52.26 - $62.14 $43.8K - $52.1K
5.37K $333K
MGC
Vanguard Mega Cap ETF

ETFs
153
+ 13.52%
$179.23 - $224.92 $27.4K - $34.4K
1.29K $289K
GLW
Corning Inc

Technology
22
+ 0.27%
$39.07 - $52.59 $860 - $1.16K
8.15K $428K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.08K
+ 2.33%
$50.1 - $51.02 $54.3K - $55.3K
47.6K $2.43M
ADBE
Adobe Inc.

Technology
119
+ 7.61%
$340.0 - $420.68 $40.5K - $50.1K
1.68K $651K
CTVA
Corteva, Inc.

Basic Materials
89
+ 2.42%
$55.52 - $74.53 $4.94K - $6.63K
3.77K $281K
NNN
National Retail Properties, Inc.

Real Estate
892
+ 12.16%
$37.56 - $43.42 $33.5K - $38.7K
8.23K $355K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
227
+ 6.63%
$90.56 - $109.49 $20.6K - $24.9K
3.65K $399K
NSC
Norfolk Southern Corp

Industrials
7
+ 0.37%
$206.34 - $257.46 $1.44K - $1.8K
1.88K $481K
IEF
Ishares Barclays

ETFs
363
+ 15.69%
$93.15 - $96.56 $33.8K - $35.1K
2.68K $256K
PG
Procter & Gamble CO

Consumer Defensive
992
+ 8.8%
$157.66 - $172.39 $156K - $171K
12.3K $1.96M
WM
Waste Management Inc

Industrials
167
+ 9.66%
$216.47 - $242.1 $36.2K - $40.4K
1.9K $433K
KMI
Kinder Morgan, Inc.

Energy
368
+ 2.45%
$25.21 - $29.4 $9.28K - $10.8K
15.4K $452K
MAIN
Main Street Capital Corp

Financial Services
85
+ 1.24%
$49.15 - $59.32 $4.18K - $5.04K
6.91K $408K
BCAB
Bio Atla, Inc.

Healthcare
41.1K
New
$0.27 - $0.56 $11.1K - $23K
41.1K $16K
MMM
3 M CO

Industrials
50
+ 3.35%
$126.09 - $154.15 $6.3K - $7.71K
1.54K $234K
LNG
Cheniere Energy, Inc.

Energy
2
+ 0.19%
$197.25 - $244.33 $395 - $489
1.05K $255K
LUCD
Lucid Diagnostics Inc.

Healthcare
10K
New
$1.09 - $1.65 $10.9K - $16.5K
10K $11K
CI
Cigna Corp

Healthcare
14
+ 1.22%
$301.89 - $340.04 $4.23K - $4.76K
1.16K $384K
TJX
Tjx Companies Inc

Consumer Cyclical
13
+ 0.6%
$119.13 - $135.03 $1.55K - $1.76K
2.18K $269K
ACN
Accenture PLC

Technology
45
+ 6.44%
$279.23 - $323.21 $12.6K - $14.5K
744 $222K
ITW
Illinois Tool Works Inc

Industrials
22
+ 1.35%
$218.41 - $252.43 $4.81K - $5.55K
1.65K $408K
GILD
Gilead Sciences, Inc.

Healthcare
121
+ 1.57%
$96.91 - $113.0 $11.7K - $13.7K
7.82K $867K
PHK
Pimco High Income Fund

Financial Services
457
+ 2.33%
$4.43 - $4.88 $2.02K - $2.23K
20.1K $96K
Super Micro Computer Inc
4.18K
New
N/A
4.18K $0
Ge Vernova Inc
14
+ 1.15%
N/A
1.23K $0
Brand Engagement Network Inc
20K
New
N/A
20K $0
Amplify ETF Tr
673
+ 8.79%
N/A
8.33K $0
MPLX
Mplx LP

Energy
89
+ 1.87%
$46.68 - $53.89 $4.15K - $4.8K
4.86K $250K
PFE
Pfizer Inc

Healthcare
527
+ 2.29%
$21.59 - $24.84 $11.4K - $13.1K
23.5K $570K
WEC
Wec Energy Group, Inc.

Utilities
57
+ 1.18%
$102.24 - $109.76 $5.83K - $6.26K
4.88K $508K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
334
+ 6.34%
$99.37 - $134.05 $33.2K - $44.8K
5.61K $635K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.12K
+ 4.02%
$24.32 - $27.87 $173K - $199K
185K $4.89M
BMY
Bristol Myers Squibb CO

Healthcare
1.08K
+ 6.96%
$44.12 - $59.6 $47.7K - $64.5K
16.6K $770K
AMGN
Amgen Inc

Healthcare
164
+ 0.84%
$262.28 - $309.85 $43K - $50.8K
19.8K $5.52M
JNJ
Johnson & Johnson

Healthcare
663
+ 0.44%
$146.36 - $159.82 $97K - $106K
153K $23.3M
UNH
Unitedhealth Group Inc

Healthcare
4.95K
+ 16.17%
$274.35 - $599.47 $1.36M - $2.97M
35.6K $11.1M
AAPL
Apple Inc.

Technology
20.1K
+ 3.1%
$172.42 - $223.89 $3.47M - $4.51M
670K $138M
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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