Alpha Cubed Investments, LLC Incresed Positions in Q2 2025

Alpha Cubed Investments, LLC

  • $2.62 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
341K
+ 1217.89%
$146.29 - $275.65 $49.8M - $93.9M
369K $102M
NVDA
Nvidia Corp

Technology
142K
+ 17.91%
$94.31 - $157.99 $13.4M - $22.5M
937K $148M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
207K
+ 106.81%
$141.37 - $228.57 $29.3M - $47.4M
401K $90.9M
PWR
Quanta Services, Inc.

Industrials
48.9K
+ 20.57%
$239.47 - $381.26 $11.7M - $18.6M
287K $108M
MSFT
Microsoft Corp

Technology
16.6K
+ 5.9%
$354.56 - $497.45 $5.89M - $8.27M
299K $149M
AMZN
Amazon Com Inc

Consumer Cyclical
82K
+ 16.97%
$167.32 - $223.3 $13.7M - $18.3M
565K $124M
META
Meta Platforms, Inc.

Communication Services
18.8K
+ 18.35%
$484.66 - $738.09 $9.11M - $13.9M
121K $89.4M
GS
Goldman Sachs Group Inc

Financial Services
25.8K
+ 35.22%
$462.22 - $707.75 $11.9M - $18.3M
99.1K $70.2M
PANW
Palo Alto Networks Inc

Technology
34.5K
+ 7.19%
$152.44 - $204.64 $5.26M - $7.06M
515K $105M
AMD
Advanced Micro Devices Inc

Technology
153K
+ 392.36%
$78.21 - $143.81 $12M - $22M
192K $27.3M
CAT
Caterpillar Inc

Industrials
24K
+ 17.25%
$273.94 - $388.21 $6.58M - $9.32M
163K $63.4M
JPM
Jpmorgan Chase & CO

Financial Services
5.43K
+ 1.63%
$210.28 - $289.91 $1.14M - $1.58M
338K $97.9M
FISV
Fiserv Inc

Technology
108K
+ 544.56%
N/A
128K $16M
ISRG
Intuitive Surgical Inc

Healthcare
15.9K
+ 24.06%
$451.58 - $565.94 $7.18M - $8.99M
81.9K $44.5M
VMC
Vulcan Materials CO

Basic Materials
41.7K
+ 577.22%
$226.49 - $276.01 $9.44M - $11.5M
48.9K $12.8M
NEE
Nextera Energy Inc

Utilities
131K
+ 19.53%
$64.11 - $75.0 $8.42M - $9.85M
804K $55.8M
ETN
Eaton Corp PLC

Industrials
238
+ 0.28%
$246.52 - $356.99 $58.7K - $85K
85.4K $30.5M
CVX
Chevron Corp

Energy
64.4K
+ 74.54%
$133.73 - $168.51 $8.61M - $10.9M
151K $21.6M
PLTR
Palantir Technologies Inc.

Technology
1.39K
+ 1.34%
$74.01 - $144.25 $103K - $200K
105K $14.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
114
+ 0.41%
$321.63 - $509.31 $36.7K - $58.1K
28.2K $14.3M
AMT
American Tower Corp

Real Estate
16.7K
+ 8.35%
$203.96 - $228.19 $3.4M - $3.81M
216K $47.8M
AEP
American Electric Power CO Inc

Utilities
71.5K
+ 12.18%
$98.59 - $109.11 $7.05M - $7.8M
659K $68.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
30K
+ 16.85%
$105.23 - $109.61 $3.16M - $3.29M
208K $22.8M
COST
Costco Wholesale Corp

Consumer Defensive
1.61K
+ 5.21%
$908.13 - $1056.85 $1.46M - $1.7M
32.5K $32.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
32.1K
+ 17.13%
$89.87 - $92.93 $2.89M - $2.98M
220K $20.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.78K
+ 7.75%
$416.06 - $551.64 $741K - $983K
24.8K $13.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17.1K
+ 8.42%
$55.54 - $69.09 $950K - $1.18M
220K $15.2M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.6K
+ 3.28%
$45.98 - $56.15 $304K - $371K
208K $11.7M
WMT
Walmart Inc.

Consumer Defensive
3.38K
+ 7.1%
$81.79 - $99.98 $276K - $338K
51K $4.98M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
116
+ 0.86%
$456.74 - $568.03 $53K - $65.9K
13.6K $7.73M
AMAT
Applied Materials Inc

Technology
62
+ 0.32%
$126.95 - $183.52 $7.87K - $11.4K
19.6K $3.59M
TWLO
Twilio Inc

Communication Services
2.45K
+ 14.54%
$81.34 - $124.36 $200K - $305K
19.3K $2.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7K
+ 93.1%
$96.84 - $99.46 $678K - $696K
14.5K $1.44M
SHOP
Shopify Inc.

Technology
591
+ 2.22%
$76.89 - $115.35 $45.4K - $68.2K
27.3K $3.14M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
28.8K
+ 282.87%
$18.11 - $18.97 $521K - $546K
38.9K $732K
UL
Unilever PLC

Consumer Defensive
854
+ 0.3%
$57.9 - $65.43 $49.4K - $55.9K
287K $17.5M
IBM
International Business Machines Corp

Technology
526
+ 7.01%
$221.03 - $294.78 $116K - $155K
8.03K $2.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
30
+ 0.36%
$496.48 - $617.85 $14.9K - $18.5K
8.25K $5.1M
WFC
Wells Fargo & Company

Financial Services
1.35K
+ 3.17%
$60.98 - $80.12 $82.5K - $108K
44K $3.53M
GLDM
World Gold Trust

ETFs
5.85K
+ 57.35%
$58.96 - $67.97 $345K - $398K
16.1K $1.05M
VEA
Vanguard Ftse Developed Market

ETFs
6.86K
+ 168.28%
$45.65 - $57.01 $313K - $391K
10.9K $623K
PMF
Pimco Municipal Income Fund

Financial Services
51.6K
+ 375.57%
$7.76 - $8.98 $401K - $464K
65.4K $521K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.68K
+ 10.75%
$77.94 - $79.5 $365K - $372K
48.2K $3.84M
NOC
Northrop Grumman Corp

Industrials
771
+ 195.19%
$456.3 - $540.39 $352K - $417K
1.17K $582K
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
IAU
Ishares Gold Trust

ETFs
4.77K
+ 110.24%
$56.1 - $64.74 $267K - $309K
9.09K $567K
DIS
Walt Disney CO

Communication Services
167
+ 1.63%
$81.72 - $124.01 $13.6K - $20.7K
10.4K $1.29M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
8.48K
+ 39.45%
$27.29 - $29.28 $231K - $248K
30K $877K
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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