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
MSI
Motorola Solutions, Inc.

Technology
83
+ 9.92%
$449.08 - $504.6 $37.3K - $41.9K
920 $425K
OKE
Oneok Inc

Energy
1
+ 0.02%
$92.28 - $117.05 $92.3 - $117
4.15K $416K
SHW
Sherwin Williams CO

Basic Materials
259
+ 20.28%
$338.75 - $399.71 $87.7K - $104K
1.54K $522K
FICO
Fair Isaac Corp

Technology
6
+ 1.28%
$1911.01 - $2382.4 $11.5K - $14.3K
473 $941K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
588
+ 1.48%
$65.67 - $69.79 $38.6K - $41K
40.4K $2.71M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
724
+ 1.51%
$50.73 - $51.08 $36.7K - $37K
48.8K $2.48M
VGSH
Vanguard

ETFs
548
+ 6.77%
$58.02 - $58.88 $31.8K - $32.3K
8.64K $502K
SKYH
Sky Harbour Group Corp

Industrials
633
+ 4.27%
$10.64 - $13.72 $6.74K - $8.68K
15.5K $185K
MPLX
Mplx LP

Energy
93
+ 2.02%
$43.77 - $51.66 $4.07K - $4.8K
4.69K $224K
QUAL
Ishares Msci Usa Quality Facto

ETFs
91
+ 3.19%
$176.42 - $186.91 $16.1K - $17K
2.94K $524K
ITW
Illinois Tool Works Inc

Industrials
105
+ 5.75%
$253.56 - $278.5 $26.6K - $29.2K
1.93K $489K
TRV
Travelers Companies, Inc.

Financial Services
8
+ 0.74%
$225.97 - $266.66 $1.81K - $2.13K
1.1K $264K
VO
Vanguard Mid Cap ETF

ETFs
27
+ 0.56%
$261.5 - $284.63 $7.06K - $7.69K
4.86K $1.28M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.06%
$201.32 - $217.44 $201 - $217
1.77K $367K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
47
+ 1.09%
$46.48 - $51.32 $2.18K - $2.41K
4.36K $210K
ACN
Accenture PLC

Technology
21
+ 3.37%
$343.9 - $376.86 $7.22K - $7.91K
644 $226K
ALL
Allstate Corp

Financial Services
1
+ 0.06%
$181.25 - $208.2 $181 - $208
1.79K $344K
WES
Western Midstream Partners, LP

Energy
101
+ 1.75%
$35.7 - $40.71 $3.61K - $4.11K
5.86K $225K
SCI
Service Corp International

Consumer Cyclical
32
+ 1.19%
$73.36 - $88.6 $2.35K - $2.84K
2.73K $218K
FTSL
First Trust Senior Ln Fund

ETFs
11
+ 0.1%
$45.9 - $46.48 $505 - $511
11.2K $515K
SPIB
Spdr Portfolio Intermediate Te

ETFs
313
+ 4.05%
$32.65 - $33.68 $10.2K - $10.5K
8.04K $263K
VEA
Vanguard Ftse Developed Market

ETFs
611
+ 11.33%
$47.57 - $52.44 $29.1K - $32K
6.01K $287K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
31
+ 0.52%
$61.68 - $67.87 $1.91K - $2.1K
5.97K $372K
SKYHWS
Sky Harbour Group Corp Wt Exp
41.6K
+ 18.62%
N/A
265K $0
OXY
Occidental Petroleum Corp

Energy
180
+ 4.16%
$45.36 - $55.91 $8.16K - $10.1K
4.5K $222K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
261
+ 3.58%
$96.64 - $101.23 $25.2K - $26.4K
7.56K $732K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
24
+ 0.34%
$49.79 - $51.14 $1.19K - $1.23K
7.08K $354K
SLV
I Shares Silver Trust

ETFs
350
+ 4.32%
$26.33 - $31.74 $9.22K - $11.1K
8.46K $222K
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.5K
+ 202.82%
$25.79 - $80.4 $347K - $1.08M
20.1K $523K
OSK
Oshkosh Corp

Industrials
39
+ 1.11%
$93.84 - $115.52 $3.66K - $4.51K
3.54K $336K
MELI
Mercadolibre Inc

Consumer Cyclical
38
+ 16.45%
$1666.0 - $2117.3 $63.3K - $80.5K
269 $457K
DHR
Danaher Corp

Healthcare
164
+ 14.76%
$226.16 - $274.52 $37.1K - $45K
1.28K $292K
TIP
Ishares Tr Tips Bd ETF

ETFs
87
+ 1.15%
$106.33 - $110.69 $9.25K - $9.63K
7.67K $817K
D
Dominion Energy, Inc

Utilities
2
+ 0.04%
$52.63 - $60.92 $105 - $122
5.19K $279K
ADI
Analog Devices Inc

Technology
1
+ 0.06%
$206.35 - $236.48 $206 - $236
1.62K $344K
URI
United Rentals, Inc.

Industrials
32
+ 6.21%
$704.44 - $880.32 $22.5K - $28.2K
547 $385K
TMO
Thermo Fisher Scientific Inc.

Healthcare
37
+ 6.31%
$501.29 - $612.85 $18.5K - $22.7K
623 $324K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
108K
+ 206.45%
$26.93 - $84.95 $2.92M - $9.2M
161K $4.39M
NNN
National Retail Properties, Inc.

Real Estate
115
+ 1.75%
$39.77 - $49.34 $4.57K - $5.67K
6.68K $272K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.99K
+ 142.64%
$22.01 - $66.82 $132K - $400K
10.2K $231K
MGV
Vanguard Mega Cap Value

ETFs
236
+ 0.87%
$124.06 - $133.48 $29.3K - $31.5K
27.2K $3.4M
ORCL
Oracle Corp

Technology
532
+ 1.14%
$165.41 - $192.43 $88K - $102K
47.3K $7.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.58K
+ 1.43%
$442.29 - $483.08 $1.14M - $1.24M
182K $82.5M
BBY
Best Buy CO Inc

Consumer Cyclical
304
+ 4.17%
$85.2 - $101.35 $25.9K - $30.8K
7.6K $651K
LOW
Lowes Companies Inc

Consumer Cyclical
70
+ 1.38%
$244.52 - $284.07 $17.1K - $19.9K
5.14K $1.27M
O
Realty Income Corp

Real Estate
749
+ 4.93%
$51.76 - $64.71 $38.8K - $48.5K
15.9K $851K
CAT
Caterpillar Inc

Industrials
8.58K
+ 7.36%
$360.37 - $416.88 $3.09M - $3.57M
125K $45.4M
UL
Unilever PLC

Consumer Defensive
29.3K
+ 12.44%
$56.7 - $64.64 $1.66M - $1.89M
265K $15M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.17K
+ 3.85%
$148.29 - $166.93 $470K - $529K
85.6K $12.8M
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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