Alpha Cubed Investments, LLC Incresed Positions in Q4 2024

Alpha Cubed Investments, LLC

  • $2.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
4.8K
+ 0.99%
$180.88 - $232.93 $869K - $1.12M
490K $107M
JPM
Jpmorgan Chase & CO

Financial Services
41.5K
+ 17.06%
$205.18 - $250.29 $8.51M - $10.4M
285K $68.2M
GOOGL
Alphabet Inc.

Communication Services
10.2K
+ 1.94%
$161.86 - $196.66 $1.66M - $2.01M
537K $102M
CRWD
Crowd Strike Holdings, Inc.

Technology
39K
+ 4147.29%
$275.15 - $388.2 $10.7M - $15.1M
40K $13.7M
DLR
Digital Realty Trust, Inc.

Real Estate
43.1K
+ 27.65%
$156.46 - $195.69 $6.74M - $8.42M
199K $35.2M
HD
Home Depot, Inc.

Consumer Cyclical
25.1K
+ 73.91%
$385.02 - $431.37 $9.65M - $10.8M
59K $22.9M
SLB
Schlumberger Limited

Energy
200K
+ 4197.8%
$36.83 - $45.59 $7.37M - $9.13M
205K $7.86M
VB
Vanguard Small Cap ETF

ETFs
29.6K
+ 32.77%
$233.76 - $261.58 $6.92M - $7.74M
120K $28.8M
AEP
American Electric Power CO Inc

Utilities
118K
+ 27.64%
$90.91 - $102.21 $10.7M - $12.1M
546K $50.4M
PANW
Palo Alto Networks Inc

Technology
236K
+ 101.87%
$181.96 - $405.9 $42.9M - $95.8M
467K $85.1M
ASML
Asml Holding Nv

Technology
20.7K
+ 33.9%
$658.43 - $872.27 $13.6M - $18M
81.6K $56.5M
V
Visa Inc.

Financial Services
1.74K
+ 1.47%
$273.87 - $320.91 $475K - $557K
120K $37.8M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.2K
+ 3.41%
$260.53 - $404.79 $312K - $485K
36.3K $13.9M
PWR
Quanta Services, Inc.

Industrials
1.37K
+ 0.73%
$296.05 - $346.6 $404K - $473K
188K $59.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
50.4K
+ 27.98%
$80.13 - $83.77 $4.04M - $4.22M
231K $18.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.8K
+ 15.53%
$172.07 - $207.36 $1.17M - $1.41M
50.6K $9.99M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.55K
+ 27.14%
$521.84 - $558.82 $1.85M - $1.98M
16.6K $8.96M
XLV
Select Sector Spdr Fund Health

ETFs
15.1K
+ 423.45%
$136.28 - $154.74 $2.06M - $2.34M
18.7K $2.57M
MSFT
Microsoft Corp

Technology
10K
+ 3.88%
$406.35 - $454.46 $4.07M - $4.55M
268K $113M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
48.1K
+ 59.68%
$39.3 - $41.34 $1.89M - $1.99M
129K $5.07M
XLU
Utilities Sector Spdr

ETFs
19.6K
+ 178.44%
$74.89 - $82.93 $1.46M - $1.62M
30.5K $2.31M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
14.5K
+ 7.64%
$55.73 - $66.16 $810K - $962K
205K $12.4M
GOOG
Alphabet Inc.

Communication Services
139
+ 0.28%
$163.08 - $198.16 $22.7K - $27.5K
50.4K $9.6M
AVGO
Broadcom Inc.

Technology
73
+ 0.44%
$159.67 - $250.0 $11.7K - $18.3K
16.8K $3.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
637
+ 2.93%
$481.22 - $538.17 $307K - $343K
22.4K $11.4M
XLE
Energy Sector Spdr

ETFs
9.92K
+ 82.93%
$83.32 - $97.27 $827K - $965K
21.9K $1.87M
FIS
Fidelity National Information Services, Inc.

Technology
18.2K
+ 8.27%
$80.14 - $90.95 $1.46M - $1.65M
238K $19.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.01K
+ 17.88%
$567.81 - $607.81 $573K - $613K
6.65K $3.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.95K
+ 13.84%
$126.68 - $134.74 $373K - $397K
24.2K $3.09M
WMT
Walmart Inc.

Consumer Defensive
610
+ 2.07%
$79.1 - $95.7 $48.3K - $58.4K
30.1K $2.72M
SHOP
Shopify Inc.

Technology
935
+ 10.84%
$78.14 - $119.49 $73.1K - $112K
9.56K $1.02M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
632
+ 98.75%
$417.69 - $450.94 $264K - $285K
1.27K $541K
TXN
Texas Instruments Inc

Technology
1.36K
+ 1.39%
N/A
99.4K $19.3M
VUG
Vanguard Growth ETF

ETFs
278
+ 8.71%
$378.79 - $428.11 $105K - $119K
3.47K $1.42M
CRM
Salesforce, Inc.

Technology
16
+ 0.51%
$270.87 - $367.87 $4.33K - $5.89K
3.16K $1.05M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.47K
+ 6.0%
$77.86 - $79.27 $192K - $196K
43.6K $3.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.12K
+ 14.27%
$100.22 - $100.73 $112K - $112K
8.93K $896K
IVW
Ishares S&P 500 Growth ETF

ETFs
80
+ 0.51%
$94.43 - $105.47 $7.55K - $8.44K
15.7K $1.59M
VGT
Vanguard Information Technolog

ETFs
81
+ 6.67%
$571.78 - $647.97 $46.3K - $52.5K
1.3K $805K
IWB
Ishares Tr Russell 1000 ETF

ETFs
98
+ 1.36%
$311.11 - $335.64 $30.5K - $32.9K
7.31K $2.36M
TTD
Trade Desk, Inc.

Technology
367
+ 7.95%
$108.7 - $139.51 $39.9K - $51.2K
4.99K $586K
VIG
Vanguard Dividend Appreciation

ETFs
399
+ 0.87%
N/A
46.3K $8.43M
NOW
Service Now, Inc.

Technology
2
+ 0.53%
$867.18 - $1148.42 $1.73K - $2.3K
377 $399K
SPG
Simon Property Group Inc

Real Estate
305
+ 9.4%
$167.23 - $183.84 $51K - $56.1K
3.55K $611K
IWF
Ishares Russell 1000 Gr ETF

ETFs
39
+ 2.16%
$370.24 - $418.94 $14.4K - $16.3K
1.85K $741K
MAIN
Main Street Capital Corp

Financial Services
86
+ 1.29%
$49.95 - $58.58 $4.3K - $5.04K
6.75K $395K
MO
Altria Group, Inc.

Consumer Defensive
510
+ 2.1%
$49.06 - $57.74 $25K - $29.4K
24.8K $1.29M
XLF
Financial Sector Spdr

ETFs
820
+ 15.67%
$44.89 - $51.34 $36.8K - $42.1K
6.05K $292K
NEAR
Blackrock Short Maturity Bond

ETFs
1.14K
+ 22.14%
$50.28 - $51.08 $57.2K - $58.1K
6.27K $316K
Activity Summary
Buys All Purchases 131 New Holdings 27 Increased Positions 104 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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