Alpha Cubed Investments, LLC Incresed Positions in Q1 2025

Alpha Cubed Investments, LLC

  • $2.23 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
976
+ 35.41%
$65.15 - $91.81 $63.6K - $89.6K
3.73K $243K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
12
+ 0.53%
$97.38 - $104.52 $1.17K - $1.25K
2.27K $231K
PHK
Pimco High Income Fund

Financial Services
435
+ 2.27%
$4.85 - $4.98 $2.11K - $2.17K
19.6K $95K
Arista Networks Inc
421
+ 10.78%
N/A
4.33K $0
Amplify ETF Tr
200
+ 2.68%
N/A
7.65K $0
Ishares Bitcoin Trust ETF
399
+ 5.16%
N/A
8.13K $0
Lam Research Corp
888
+ 7.0%
N/A
13.6K $0
SKYHWS
Sky Harbour Group Corp Wt Exp
10.7K
+ 4.03%
N/A
276K $0
FTSL
First Trust Senior Ln Fund

ETFs
17
+ 0.15%
$45.65 - $46.48 $776 - $790
11.2K $509K
ACN
Accenture PLC

Technology
55
+ 8.54%
$300.91 - $398.25 $16.6K - $21.9K
699 $218K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
255
+ 4.27%
$57.21 - $65.8 $14.6K - $16.8K
6.23K $363K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.22%
$522.96 - $601.18 $523 - $601
460 $245K
ABR
Arbor Realty Trust Inc

Real Estate
489
+ 3.49%
$11.68 - $13.98 $5.71K - $6.84K
14.5K $170K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5
+ 0.13%
$120.24 - $134.3 $601 - $672
3.82K $465K
URI
United Rentals, Inc.

Industrials
5
+ 0.91%
$594.17 - $789.56 $2.97K - $3.95K
552 $345K
HBAN
Huntington Bancshares Inc

Financial Services
61
+ 0.17%
$14.28 - $17.39 $871 - $1.06K
36.5K $547K
XLK
Technology Sector Spdr

ETFs
157
+ 4.58%
$206.38 - $242.18 $32.4K - $38K
3.59K $740K
IWF
Ishares Russell 1000 Gr ETF

ETFs
41
+ 2.22%
$360.07 - $417.26 $14.8K - $17.1K
1.89K $681K
UPS
United Parcel Service Inc

Industrials
89
+ 1.04%
$109.66 - $136.26 $9.76K - $12.1K
8.62K $947K
MET
Metlife Inc

Financial Services
2.86K
+ 0.98%
$77.7 - $87.0 $222K - $249K
296K $23.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
615
+ 2.75%
$468.34 - $539.52 $288K - $332K
23K $10.8M
LMT
Lockheed Martin Corp

Industrials
573
+ 1.93%
$423.19 - $506.29 $242K - $290K
30.2K $13.5M
PANW
Palo Alto Networks Inc

Technology
12.6K
+ 2.7%
$167.82 - $208.28 $2.12M - $2.63M
480K $81.9M
ETN
Eaton Corp PLC

Industrials
2.86K
+ 3.47%
$271.83 - $371.23 $776K - $1.06M
85.2K $23.2M
MSFT
Microsoft Corp

Technology
13.9K
+ 5.2%
$375.39 - $447.2 $5.23M - $6.23M
282K $106M
Activity Summary
Buys All Purchases 176 New Holdings 50 Increased Positions 126 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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