Alpha Cubed Investments, LLC Incresed Positions in Q3 2025

Alpha Cubed Investments, LLC

  • $2.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
33K
+ 4.92%
$202.38 - $256.87 $6.67M - $8.47M
703K $179M
UNH
Unitedhealth Group Inc

Healthcare
89.1K
+ 250.46%
$237.77 - $353.61 $21.2M - $31.5M
125K $43.1M
LMT
Lockheed Martin Corp

Industrials
31K
+ 104.95%
$410.74 - $499.21 $12.7M - $15.5M
60.6K $30.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22.4K
+ 13.58%
$459.11 - $506.91 $10.3M - $11.3M
187K $94.1M
NEE
Nextera Energy Inc

Utilities
75.7K
+ 9.43%
$69.77 - $77.54 $5.28M - $5.87M
879K $66.4M
ABBV
Abb Vie Inc.

Healthcare
39.5K
+ 541.25%
$184.85 - $231.54 $7.29M - $9.13M
46.7K $10.8M
DGX
Quest Diagnostics Inc

Healthcare
67K
+ 1588.97%
N/A
71.2K $9.76M
CRWD
Crowd Strike Holdings, Inc.

Technology
17.2K
+ 61.09%
$412.46 - $514.1 $7.09M - $8.84M
45.4K $22.2M
PANW
Palo Alto Networks Inc

Technology
40K
+ 7.77%
$167.06 - $208.19 $6.68M - $8.32M
555K $113M
TSLA
Tesla, Inc.

Consumer Cyclical
5.38K
+ 15.33%
$293.94 - $444.72 $1.58M - $2.39M
40.5K $18M
ASML
Asml Holding Nv

Technology
1.5K
+ 5.24%
$689.63 - $968.09 $1.03M - $1.45M
30K $29.1M
AMD
Advanced Micro Devices Inc

Technology
14.5K
+ 7.54%
$134.8 - $184.42 $1.95M - $2.67M
207K $33.5M
HD
Home Depot, Inc.

Consumer Cyclical
8.65K
+ 24.46%
$357.4 - $423.42 $3.09M - $3.66M
44K $17.8M
AMZN
Amazon Com Inc

Consumer Cyclical
15.5K
+ 2.74%
$211.65 - $238.24 $3.27M - $3.68M
580K $127M
GOOG
Alphabet Inc.

Communication Services
1.03K
+ 2.19%
$175.16 - $255.24 $181K - $264K
48.2K $11.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
28.9K
+ 13.13%
$68.24 - $73.73 $1.97M - $2.13M
249K $18.3M
VMC
Vulcan Materials CO

Basic Materials
2.5K
+ 5.11%
$260.62 - $307.62 $651K - $769K
51.4K $15.8M
CVX
Chevron Corp

Energy
7.47K
+ 4.95%
$145.57 - $161.83 $1.09M - $1.21M
158K $24.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.66K
+ 12.22%
$567.77 - $614.76 $944K - $1.02M
15.3K $9.35M
LQD
Ishares Iboxx $ Investment Gra

ETFs
9.97K
+ 4.79%
$107.66 - $112.36 $1.07M - $1.12M
218K $24.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
13K
+ 5.91%
$90.83 - $93.81 $1.18M - $1.22M
233K $21.7M
META
Meta Platforms, Inc.

Communication Services
1.54K
+ 1.27%
$695.21 - $791.73 $1.07M - $1.22M
123K $90.1M
SPG
Simon Property Group Inc

Real Estate
2.67K
+ 76.53%
$159.93 - $187.67 $427K - $501K
6.15K $1.15M
IBM
International Business Machines Corp

Technology
2.24K
+ 27.92%
$234.77 - $292.47 $527K - $656K
10.3K $2.9M
KLAC
Kla Corp

Technology
12
+ 0.44%
$843.9 - $1078.6 $10.1K - $12.9K
2.72K $2.93M
WMT
Walmart Inc.

Consumer Defensive
1.21K
+ 2.37%
$94.4 - $104.27 $114K - $126K
52.2K $5.38M
RTX
Raytheon Technologies Corp

Industrials
182
+ 1.26%
$144.19 - $167.33 $26.2K - $30.5K
14.7K $2.45M
VCIT
Vanguard Intermediate Term Cor

ETFs
691
+ 0.32%
$81.75 - $84.54 $56.5K - $58.4K
218K $18.3M
VGT
Vanguard Information Technolog

ETFs
272
+ 25.47%
$656.44 - $753.15 $179K - $205K
1.34K $1M
MO
Altria Group, Inc.

Consumer Defensive
1.69K
+ 7.08%
$57.75 - $67.68 $97.8K - $115K
25.6K $1.69M
LLY
Eli Lilly & CO

Healthcare
691
+ 4.65%
$625.65 - $812.69 $432K - $562K
15.5K $11.9M
GLW
Corning Inc

Technology
250
+ 3.07%
$51.6 - $82.03 $12.9K - $20.5K
8.4K $689K
IVV
Ishares Core S&P 500 ETF

ETFs
77
+ 2.17%
$620.67 - $670.08 $47.8K - $51.6K
3.63K $2.43M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.32K
+ 4.82%
$78.96 - $80.04 $183K - $186K
50.6K $4.04M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.34K
+ 45.38%
$28.92 - $32.19 $125K - $140K
13.9K $443K
XLK
Technology Sector Spdr

ETFs
170
+ 4.61%
$250.97 - $282.66 $42.7K - $48.1K
3.86K $1.09M
CMI
Cummins Inc

Industrials
11
+ 0.78%
$327.85 - $426.39 $3.61K - $4.69K
1.41K $596K
MPLX
Mplx LP

Energy
2.83K
+ 58.32%
$49.42 - $52.71 $140K - $149K
7.69K $384K
SOXX
Ishares Semiconductor ETF

ETFs
142
+ 6.71%
$236.93 - $271.12 $33.6K - $38.5K
2.26K $612K
AXP
American Express CO

Financial Services
278
+ 27.42%
$294.27 - $342.31 $81.8K - $95.2K
1.29K $429K
MAIN
Main Street Capital Corp

Financial Services
1.09K
+ 15.77%
$59.28 - $67.54 $64.6K - $73.6K
8K $508K
O
Realty Income Corp

Real Estate
867
+ 5.86%
$56.13 - $60.79 $48.7K - $52.7K
15.7K $952K
MS
Morgan Stanley

Financial Services
205
+ 6.77%
$139.09 - $161.16 $28.5K - $33K
3.23K $513K
NSC
Norfolk Southern Corp

Industrials
8
+ 0.43%
$259.49 - $300.41 $2.08K - $2.4K
1.89K $567K
SNOW
Snowflake Inc.

Technology
265
+ 2.28%
$191.73 - $241.0 $50.8K - $63.9K
11.9K $2.68M
VV
Vanguard Large Cap ETF

ETFs
133
+ 9.95%
$285.05 - $309.14 $37.9K - $41.1K
1.47K $452K
TJX
Tjx Companies Inc

Consumer Cyclical
157
+ 7.19%
$121.35 - $144.54 $19.1K - $22.7K
2.34K $338K
XEL
Xcel Energy Inc

Utilities
5
+ 0.1%
$67.56 - $80.65 $338 - $403
5.1K $411K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
28
+ 2.45%
$275.84 - $326.36 $7.72K - $9.14K
1.17K $381K
Activity Summary
Buys All Purchases 104 New Holdings 19 Increased Positions 85 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 1 Puts 0
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