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
IWB
Ishares Tr Russell 1000 ETF

ETFs
54
+ 0.78%
$272.36 - $339.57 $14.7K - $18.3K
6.94K $2.36M
CHKP
Check Point Software Technologies LTD

Technology
1.07K
+ 51.46%
$204.26 - $233.47 $219K - $250K
3.16K $698K
INTC
Intel Corp

Technology
9.69K
+ 35.64%
$18.13 - $22.69 $176K - $220K
36.9K $826K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
71
+ 0.18%
$59.24 - $71.39 $4.21K - $5.07K
39.2K $2.8M
XLK
Technology Sector Spdr

ETFs
102
+ 2.84%
$179.73 - $253.23 $18.3K - $25.8K
3.69K $934K
C
Citigroup Inc

Financial Services
581
+ 5.72%
$58.13 - $85.12 $33.8K - $49.5K
10.7K $913K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
448
+ 1.97%
$114.78 - $133.31 $51.4K - $59.7K
23.2K $3.1M
HON
Honeywell International Inc

Industrials
73
+ 1.23%
$182.86 - $232.88 $13.3K - $17K
6.02K $1.4M
SLV
I Shares Silver Trust

ETFs
3.36K
+ 23.02%
$27.08 - $33.74 $91K - $113K
18K $589K
DE
Deere & CO

Industrials
95
+ 4.83%
$412.99 - $531.48 $39.2K - $50.5K
2.06K $1.05M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.64K
+ 17.68%
$23.55 - $27.67 $85.8K - $101K
24.3K $670K
CTAS
Cintas Corp

Industrials
10
+ 0.15%
$190.11 - $227.66 $1.9K - $2.28K
6.77K $1.51M
MDT
Medtronic PLC

Healthcare
1.42K
+ 56.22%
$80.68 - $88.86 $114K - $126K
3.94K $343K
RSP
Invesco S&P 500 Equal Weight E

ETFs
86
+ 0.76%
$152.93 - $181.74 $13.2K - $15.6K
11.4K $2.06M
SHW
Sherwin Williams CO

Basic Materials
338
+ 22.31%
$313.51 - $363.51 $106K - $123K
1.85K $636K
SPYG
Spdr Portfolio

ETFs
267
+ 4.97%
$71.83 - $95.32 $19.2K - $25.5K
5.64K $537K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.21K
+ 31.2%
$48.13 - $49.85 $106K - $110K
9.29K $455K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
741
+ 8.12%
$121.58 - $136.74 $90.1K - $101K
9.86K $1.34M
BX
Blackstone Inc.

Financial Services
70
+ 0.86%
$120.07 - $151.11 $8.4K - $10.6K
8.21K $1.23M
SRE
Sempra Energy

Utilities
515
+ 4.63%
$63.78 - $78.91 $32.8K - $40.6K
11.6K $882K
GLD
Spdr Gold Trust

ETFs
146
+ 5.67%
$273.71 - $316.29 $40K - $46.2K
2.72K $829K
MS
Morgan Stanley

Financial Services
77
+ 2.61%
$99.83 - $140.86 $7.69K - $10.8K
3.03K $426K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
17
+ 1.51%
$179.95 - $278.88 $3.06K - $4.74K
1.14K $318K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.21K
+ 20.31%
$19.6 - $24.44 $43.4K - $54.1K
13.1K $320K
PYPL
Pay Pal Holdings, Inc.

Financial Services
598
+ 16.02%
$57.41 - $74.81 $34.3K - $44.7K
4.33K $321K
PM
Philip Morris International Inc.

Consumer Defensive
39
+ 1.4%
$149.23 - $184.95 $5.82K - $7.21K
2.83K $515K
HBAN
Huntington Bancshares Inc

Financial Services
385
+ 1.05%
$12.49 - $16.76 $4.81K - $6.45K
36.9K $618K
XEL
Xcel Energy Inc

Utilities
1.2K
+ 30.73%
$65.65 - $72.39 $78.6K - $86.7K
5.09K $346K
ADI
Analog Devices Inc

Technology
38
+ 2.34%
$164.6 - $238.02 $6.25K - $9.04K
1.66K $394K
UBER
Uber Technologies, Inc

Technology
5
+ 0.16%
$64.62 - $93.3 $323 - $467
3.16K $295K
LLY
Eli Lilly & CO

Healthcare
912
+ 6.54%
$713.71 - $898.95 $651K - $820K
14.9K $11.6M
PWV
Invesco Exchange Traded Fd Tr

ETFs
838
+ 18.49%
$52.26 - $62.14 $43.8K - $52.1K
5.37K $333K
MGC
Vanguard Mega Cap ETF

ETFs
153
+ 13.52%
$179.23 - $224.92 $27.4K - $34.4K
1.29K $289K
GLW
Corning Inc

Technology
22
+ 0.27%
$39.07 - $52.59 $860 - $1.16K
8.15K $428K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.08K
+ 2.33%
$50.1 - $51.02 $54.3K - $55.3K
47.6K $2.43M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6
+ 0.16%
$108.06 - $135.3 $648 - $812
3.83K $517K
ADBE
Adobe Inc.

Technology
119
+ 7.61%
$340.0 - $420.68 $40.5K - $50.1K
1.68K $651K
CTVA
Corteva, Inc.

Basic Materials
89
+ 2.42%
$55.52 - $74.53 $4.94K - $6.63K
3.77K $281K
NNN
National Retail Properties, Inc.

Real Estate
892
+ 12.16%
$37.56 - $43.42 $33.5K - $38.7K
8.23K $355K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
227
+ 6.63%
$90.56 - $109.49 $20.6K - $24.9K
3.65K $399K
NSC
Norfolk Southern Corp

Industrials
7
+ 0.37%
$206.34 - $257.46 $1.44K - $1.8K
1.88K $481K
IEF
Ishares Barclays

ETFs
363
+ 15.69%
$93.15 - $96.56 $33.8K - $35.1K
2.68K $256K
PG
Procter & Gamble CO

Consumer Defensive
992
+ 8.8%
$157.66 - $172.39 $156K - $171K
12.3K $1.96M
WM
Waste Management Inc

Industrials
167
+ 9.66%
$216.47 - $242.1 $36.2K - $40.4K
1.9K $433K
KMI
Kinder Morgan, Inc.

Energy
368
+ 2.45%
$25.21 - $29.4 $9.28K - $10.8K
15.4K $452K
MAIN
Main Street Capital Corp

Financial Services
85
+ 1.24%
$49.15 - $59.32 $4.18K - $5.04K
6.91K $408K
MMM
3 M CO

Industrials
50
+ 3.35%
$126.09 - $154.15 $6.3K - $7.71K
1.54K $234K
LNG
Cheniere Energy, Inc.

Energy
2
+ 0.19%
$197.25 - $244.33 $395 - $489
1.05K $255K
CI
Cigna Corp

Healthcare
14
+ 1.22%
$301.89 - $340.04 $4.23K - $4.76K
1.16K $384K
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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