Alpha Cubed Investments, LLC Reduced Holdings in Q2 2025

Alpha Cubed Investments, LLC

  • $2.62 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
-299K
- 74.28%
$136.11 - $177.69 $40.7M - $53.1M
104K $18M
QCOM
Qualcomm Inc

Technology
-140K
- 87.2%
$124.66 - $159.48 $17.5M - $22.3M
20.6K $3.28M
VB
Vanguard Small Cap ETF

ETFs
-96.3K
- 86.32%
$193.73 - $237.37 $18.7M - $22.9M
15.3K $3.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-22.8K
- 12.17%
$483.48 - $539.8 $11M - $12.3M
165K $80M
CME
Cme Group Inc.

Financial Services
-78K
- 45.34%
$252.37 - $290.71 $19.7M - $22.7M
94.1K $25.9M
UNP
Union Pacific Corp

Industrials
-70.8K
- 59.8%
$208.27 - $238.46 $14.8M - $16.9M
47.6K $11M
FIS
Fidelity National Information Services, Inc.

Technology
-211K
- 88.58%
$68.14 - $82.13 $14.4M - $17.3M
27.2K $2.21M
MET
Metlife Inc

Financial Services
-155K
- 52.54%
$68.42 - $82.49 $10.6M - $12.8M
140K $11.3M
KO
Coca Cola CO

Consumer Defensive
-160K
- 24.24%
$68.37 - $73.9 $10.9M - $11.8M
499K $35.3M
HD
Home Depot, Inc.

Consumer Cyclical
-31.2K
- 46.83%
$335.24 - $380.78 $10.4M - $11.9M
35.4K $13M
FICO
Fair Isaac Corp

Technology
-1.5K
- 76.78%
$1503.62 - $2206.01 $2.26M - $3.31M
454 $829K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.59K
- 1.96%
$285.55 - $321.23 $453K - $510K
79.4K $23.2M
XOM
Exxon Mobil Corp

Energy
-11.6K
- 21.54%
$99.93 - $119.04 $1.15M - $1.38M
42.1K $4.54M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-919
- 2.9%
$225.56 - $335.19 $207K - $308K
30.7K $7.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-14.3K
- 28.91%
$221.86 - $362.89 $3.17M - $5.18M
35.1K $11.2M
VZ
Verizon Communications Inc

Communication Services
-2.29K
- 0.33%
$41.67 - $45.62 $95.5K - $105K
686K $29.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-13K
- 64.62%
$100.04 - $100.54 $1.3M - $1.31M
7.12K $716K
XLV
Select Sector Spdr Fund Health

ETFs
-8.22K
- 71.72%
$128.77 - $144.3 $1.06M - $1.19M
3.24K $436K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-26.9K
- 21.33%
$39.34 - $40.41 $1.06M - $1.09M
99.1K $3.98M
XLU
Utilities Sector Spdr

ETFs
-11.7K
- 43.09%
$73.09 - $82.77 $853K - $966K
15.4K $1.26M
MRK
Merck & Co., Inc.

Healthcare
-1.64K
- 2.4%
$73.47 - $87.12 $120K - $143K
66.6K $5.27M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-11.6K
- 34.63%
$37.08 - $42.26 $429K - $489K
21.8K $904K
RTX
Raytheon Technologies Corp

Industrials
-5.02K
- 25.73%
$113.75 - $148.48 $571K - $745K
14.5K $2.12M
ABBV
Abb Vie Inc.

Healthcare
-1.25K
- 14.62%
$170.16 - $206.27 $212K - $257K
7.29K $1.35M
XLE
Energy Sector Spdr

ETFs
-2.71K
- 16.15%
$76.44 - $94.13 $207K - $255K
14.1K $1.19M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.67K
- 32.22%
$72.96 - $90.39 $414K - $513K
11.9K $1.07M
PEP
Pepsico Inc

Consumer Defensive
-1.61K
- 29.1%
$128.02 - $151.37 $206K - $243K
3.92K $517K
ZTS
Zoetis Inc.

Healthcare
-392
- 1.49%
$144.41 - $170.3 $56.6K - $66.8K
25.9K $4.03M
VGSH
Vanguard

ETFs
-4.8K
- 43.45%
$58.32 - $58.95 $280K - $283K
6.25K $367K
V
Visa Inc.

Financial Services
-1.71K
- 2.31%
$308.27 - $373.31 $526K - $637K
72.1K $25.6M
SBUX
Starbucks Corp

Consumer Cyclical
-549
- 2.03%
$79.69 - $99.41 $43.7K - $54.6K
26.5K $2.43M
VIG
Vanguard Dividend Appreciation

ETFs
-1.13K
- 2.52%
N/A
43.7K $7.96M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.73K
- 48.0%
$108.12 - $135.04 $187K - $234K
1.88K $253K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.55K
- 18.32%
$107.93 - $110.97 $167K - $172K
6.91K $760K
MO
Altria Group, Inc.

Consumer Defensive
-2.2K
- 8.42%
$55.56 - $60.91 $122K - $134K
23.9K $1.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
-5.03K
- 2.27%
$79.56 - $82.92 $400K - $417K
217K $18M
BAC
Bank Of America Corp

Financial Services
-11K
- 16.89%
$34.39 - $47.46 $378K - $521K
54.1K $2.56M
SPG
Simon Property Group Inc

Real Estate
-651
- 15.74%
$140.37 - $171.44 $91.4K - $112K
3.49K $560K
VV
Vanguard Large Cap ETF

ETFs
-604
- 31.12%
$228.25 - $285.3 $138K - $172K
1.34K $381K
O
Realty Income Corp

Real Estate
-1.6K
- 9.78%
$52.27 - $58.52 $83.8K - $93.9K
14.8K $852K
LOW
Lowes Companies Inc

Consumer Cyclical
-173
- 3.37%
$210.83 - $235.28 $36.5K - $40.7K
4.96K $1.1M
UPS
United Parcel Service Inc

Industrials
-130
- 1.51%
$91.92 - $110.2 $11.9K - $14.3K
8.49K $856K
OKE
Oneok Inc

Energy
-51
- 1.14%
$78.71 - $100.37 $4.01K - $5.12K
4.41K $359K
MA
Mastercard Inc

Financial Services
-242
- 6.24%
$479.92 - $590.74 $116K - $143K
3.64K $2.04M
ED
Consolidated Edison Inc

Utilities
-392
- 12.75%
$98.05 - $113.3 $38.4K - $44.4K
2.68K $269K
TXN
Texas Instruments Inc

Technology
-350
- 0.38%
N/A
92.7K $18M
MGV
Vanguard Mega Cap Value

ETFs
-1.01K
- 3.78%
$114.87 - $131.25 $116K - $132K
25.6K $3.36M
AXP
American Express CO

Financial Services
-414
- 28.99%
$231.39 - $318.98 $95.8K - $132K
1.01K $323K
EPD
Enterprise Products Partners L.P.

Energy
-313
- 2.0%
$28.95 - $34.22 $9.06K - $10.7K
15.3K $475K
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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