Alpha Cubed Investments, LLC New Holdings in Q1 2025

Alpha Cubed Investments, LLC

  • $2.23 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SNOW
Snowflake Inc.

Technology
11.8K
New
$146.16 - $192.78 $1.72M - $2.27M
11.8K $1.72M
PINS
Pinterest, Inc.

Communication Services
55.3K
New
$29.79 - $40.0 $1.65M - $2.21M
55.3K $1.71M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
83.6K
New
$11.43 - $13.44 $956K - $1.12M
83.6K $1.01M
MAR
Marriott International Inc

Consumer Cyclical
4.09K
New
$237.01 - $304.45 $969K - $1.24M
4.09K $973K
BMY
Bristol Myers Squibb CO

Healthcare
15.6K
New
$53.9 - $63.11 $838K - $982K
15.6K $948K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.39K
New
$85.29 - $92.57 $715K - $776K
8.39K $763K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5.27K
New
$80.53 - $147.57 $424K - $778K
5.27K $696K
DUK
Duke Energy Corp

Utilities
5.55K
New
$105.87 - $121.97 $587K - $677K
5.55K $676K
GLDM
World Gold Trust

ETFs
10.2K
New
$52.19 - $61.89 $532K - $631K
10.2K $631K
SCHP
Schwab Strategic Us Tips ETF

ETFs
19.7K
New
$25.69 - $26.89 $507K - $531K
19.7K $530K
KKR
Kkr & Co. Inc.

Financial Services
4.53K
New
$108.17 - $167.07 $490K - $757K
4.53K $523K
VV
Vanguard Large Cap ETF

ETFs
1.94K
New
$253.32 - $282.66 $492K - $549K
1.94K $498K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.59K
New
$48.43 - $49.9 $464K - $479K
9.59K $478K
AWR
American States Water CO

Utilities
6K
New
$70.84 - $80.98 $425K - $486K
6K $472K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.12K
New
$91.45 - $91.75 $468K - $470K
5.12K $469K
CMI
Cummins Inc

Industrials
1.4K
New
$312.92 - $386.07 $439K - $541K
1.4K $439K
GLW
Corning Inc

Technology
8.13K
New
$44.91 - $54.25 $365K - $441K
8.13K $372K
MS
Morgan Stanley

Financial Services
2.95K
New
$111.68 - $141.08 $329K - $416K
2.95K $344K
ENB
Enbridge Inc

Energy
7.01K
New
$41.54 - $45.45 $291K - $319K
7.01K $310K
NUE
Nucor Corp

Basic Materials
2.37K
New
$114.48 - $142.52 $271K - $337K
2.37K $284K
XEL
Xcel Energy Inc

Utilities
3.9K
New
$63.37 - $72.1 $247K - $281K
3.9K $275K
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
8.84K
New
$30.84 - $35.09 $273K - $310K
8.84K $273K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
13.6K
New
$19.8 - $19.97 $269K - $271K
13.6K $269K
XLI
Industrial Sector Spdr

ETFs
2.03K
New
$128.78 - $141.67 $261K - $287K
2.03K $265K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.09K
New
$50.72 - $50.92 $258K - $259K
5.09K $258K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
7.56K
New
$32.41 - $44.87 $245K - $339K
7.56K $245K
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.75K
New
$24.91 - $29.02 $243K - $283K
9.75K $244K
LNG
Cheniere Energy, Inc.

Energy
1.05K
New
$209.32 - $253.66 $219K - $265K
1.05K $242K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.9K
New
$21.75 - $24.28 $237K - $265K
10.9K $240K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.13K
New
$211.47 - $267.17 $238K - $301K
1.13K $237K
WDAY
Workday, Inc.

Technology
1K
New
$233.53 - $277.82 $234K - $278K
1K $233K
CTVA
Corteva, Inc.

Basic Materials
3.68K
New
$55.94 - $66.15 $206K - $244K
3.68K $231K
UBER
Uber Technologies, Inc

Technology
3.16K
New
$63.17 - $81.49 $200K - $257K
3.16K $230K
MDT
Medtronic PLC

Healthcare
2.52K
New
$79.84 - $94.5 $202K - $239K
2.52K $226K
VOT
Vanguard Mid Cap Growth Index

ETFs
923
New
$237.72 - $276.98 $219K - $256K
923 $225K
VST
Vistra Corp.

Utilities
1.9K
New
$108.49 - $191.89 $206K - $364K
1.9K $222K
MMM
3 M CO

Industrials
1.49K
New
$129.7 - $155.12 $194K - $231K
1.49K $219K
BKNG
Booking Holdings Inc.

Consumer Cyclical
47
New
$4295.4 - $5141.88 $202K - $242K
47 $216K
IEFA
Ishares Tr

ETFs
2.71K
New
$69.57 - $78.65 $188K - $213K
2.71K $204K
SUN
Sunoco LP

Energy
3.51K
New
$51.29 - $59.25 $180K - $208K
3.51K $203K
NOC
Northrop Grumman Corp

Industrials
395
New
$433.45 - $513.82 $171K - $203K
395 $202K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
10.2K
New
$19.04 - $20.15 $194K - $205K
10.2K $193K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
11.8K
New
$11.22 - $11.8 $132K - $139K
11.8K $131K
PMF
Pimco Municipal Income Fund

Financial Services
13.8K
New
$8.64 - $9.36 $119K - $129K
13.8K $121K
Canadian Pacific Kansas City
4.37K
New
N/A
4.37K $0
Pimco ETF Tr
33K
New
N/A
33K $0
Ab Active Etfs Inc
8.88K
New
N/A
8.88K $0
Ge Vernova Inc
1.21K
New
N/A
1.21K $0
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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