Alpha Cubed Investments, LLC Incresed Positions in Q1 2025

Alpha Cubed Investments, LLC

  • $2.23 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
73K
+ 20549.86%
$524.81 - $672.19 $38.3M - $49M
73.3K $40M
DLR
Digital Realty Trust, Inc.

Real Estate
204K
+ 102.55%
$142.1 - $183.56 $29M - $37.4M
403K $57.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
143K
+ 283.67%
$165.25 - $224.62 $23.7M - $32.2M
194K $32.2M
AMT
American Tower Corp

Real Estate
78.5K
+ 64.86%
$173.46 - $217.6 $13.6M - $17.1M
200K $43.4M
UNP
Union Pacific Corp

Industrials
73.1K
+ 161.11%
$225.21 - $254.42 $16.5M - $18.6M
118K $28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.54K
+ 3.04%
$442.66 - $534.52 $2.45M - $2.96M
188K $99.9M
AEP
American Electric Power CO Inc

Utilities
41.5K
+ 7.6%
$90.32 - $109.27 $3.75M - $4.53M
587K $64.2M
JPM
Jpmorgan Chase & CO

Financial Services
47.7K
+ 16.77%
$225.19 - $279.95 $10.7M - $13.4M
332K $81.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
173K
+ 578.54%
$58.01 - $64.46 $10M - $11.2M
203K $12.6M
KO
Coca Cola CO

Consumer Defensive
10.7K
+ 1.65%
$60.81 - $72.32 $649K - $772K
659K $47.2M
VZ
Verizon Communications Inc

Communication Services
23.5K
+ 3.53%
$37.81 - $46.49 $888K - $1.09M
688K $31.2M
SLB
Schlumberger Limited

Energy
79K
+ 38.55%
$38.4 - $43.74 $3.03M - $3.46M
284K $11.9M
NVDA
Nvidia Corp

Technology
183K
+ 29.88%
$106.98 - $149.43 $19.6M - $27.3M
795K $86.2M
JNJ
Johnson & Johnson

Healthcare
2.76K
+ 1.85%
$142.06 - $167.7 $393K - $464K
152K $25.2M
COST
Costco Wholesale Corp

Consumer Defensive
2.47K
+ 8.7%
$890.62 - $1076.86 $2.2M - $2.66M
30.9K $29.2M
PLTR
Palantir Technologies Inc.

Technology
30K
+ 40.87%
$64.98 - $124.62 $1.95M - $3.73M
103K $8.71M
CVX
Chevron Corp

Energy
8.49K
+ 10.89%
$146.71 - $167.97 $1.24M - $1.43M
86.4K $14.5M
FICO
Fair Isaac Corp

Technology
1.48K
+ 313.32%
$1695.35 - $2030.47 $2.51M - $3.01M
1.96K $3.61M
QCOM
Qualcomm Inc

Technology
16.3K
+ 11.26%
$151.94 - $175.86 $2.47M - $2.86M
161K $24.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.35K
+ 1.57%
$142.8 - $176.36 $192K - $237K
86.9K $15M
UL
Unilever PLC

Consumer Defensive
21.3K
+ 8.05%
$54.72 - $60.29 $1.17M - $1.28M
286K $17M
XOM
Exxon Mobil Corp

Energy
13K
+ 32.03%
$105.44 - $118.93 $1.37M - $1.55M
53.7K $6.38M
LLY
Eli Lilly & CO

Healthcare
1.47K
+ 11.78%
$725.72 - $929.72 $1.07M - $1.37M
13.9K $11.5M
AMAT
Applied Materials Inc

Technology
13.2K
+ 206.23%
$145.06 - $195.51 $1.91M - $2.58M
19.6K $2.84M
SHOP
Shopify Inc.

Technology
17.1K
+ 178.81%
$90.59 - $129.31 $1.55M - $2.21M
26.7K $2.55M
WMT
Walmart Inc.

Consumer Defensive
17.5K
+ 58.29%
$84.5 - $105.05 $1.48M - $1.84M
47.6K $4.18M
HD
Home Depot, Inc.

Consumer Cyclical
7.53K
+ 12.76%
$347.25 - $424.87 $2.61M - $3.2M
66.5K $24.4M
KLAC
Kla Corp

Technology
1.94K
+ 248.66%
$636.62 - $777.63 $1.24M - $1.51M
2.72K $1.85M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
11.2K
+ 125.32%
$100.32 - $100.76 $1.12M - $1.13M
20.1K $2.03M
MELI
Mercadolibre Inc

Consumer Cyclical
527
+ 195.91%
$1739.0 - $2260.0 $916K - $1.19M
796 $1.55M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.82K
+ 3.38%
$105.1 - $109.61 $612K - $638K
178K $19.4M
PWR
Quanta Services, Inc.

Industrials
49.3K
+ 26.2%
$236.71 - $358.03 $11.7M - $17.7M
238K $60.4M
RTX
Raytheon Technologies Corp

Industrials
4.35K
+ 28.71%
$114.1 - $135.66 $496K - $590K
19.5K $2.58M
SCHW
Schwab Charles Corp

Financial Services
9.4K
+ 43.05%
$71.24 - $83.64 $670K - $786K
31.2K $2.45M
AVGO
Broadcom Inc.

Technology
11.2K
+ 66.79%
$167.43 - $244.7 $1.88M - $2.74M
28K $4.68M
IBM
International Business Machines Corp

Technology
2.4K
+ 46.97%
$217.4 - $264.74 $522K - $635K
7.51K $1.87M
AMD
Advanced Micro Devices Inc

Technology
12K
+ 44.13%
$96.63 - $129.55 $1.16M - $1.55M
39.1K $4.01M
GE
General Electric CO

Industrials
3.21K
+ 169.32%
$168.59 - $212.13 $542K - $681K
5.11K $1.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.57K
+ 23.62%
$551.42 - $612.93 $866K - $963K
8.22K $4.6M
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.6K
+ 10.35%
$27.01 - $28.54 $449K - $475K
177K $4.96M
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
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
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
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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