Alpha Cubed Investments, LLC Reduced Holdings in Q4 2024

Alpha Cubed Investments, LLC

  • $2.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-126K
- 85.99%
$258.78 - $328.31 $32.6M - $41.4M
20.5K $5.35M
UNH
Unitedhealth Group Inc

Healthcare
-52.9K
- 61.54%
$485.52 - $625.25 $25.7M - $33.1M
33.1K $16.7M
AMT
American Tower Corp

Real Estate
-75.9K
- 38.54%
$179.4 - $232.01 $13.6M - $17.6M
121K $22.2M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-228K
- 97.51%
$89.81 - $104.0 $20.4M - $23.7M
5.82K $524K
LMT
Lockheed Martin Corp

Industrials
-21.4K
- 41.97%
$479.66 - $614.62 $10.3M - $13.2M
29.7K $14.4M
META
Meta Platforms, Inc.

Communication Services
-20.9K
- 16.85%
$554.08 - $632.68 $11.6M - $13.2M
103K $60.7M
NFLX
Netflix Inc

Communication Services
-23.1K
- 32.02%
$687.65 - $936.56 $15.9M - $21.6M
49K $43.7M
CVX
Chevron Corp

Energy
-45.8K
- 37.03%
$141.15 - $162.53 $6.47M - $7.45M
77.9K $11.3M
ADBE
Adobe Inc.

Technology
-10.6K
- 71.62%
$437.39 - $552.96 $4.65M - $5.88M
4.21K $1.87M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-41.9K
- 19.55%
$106.56 - $113.11 $4.46M - $4.74M
172K $18.4M
AMD
Advanced Micro Devices Inc

Technology
-20.1K
- 42.53%
$118.88 - $172.8 $2.38M - $3.47M
27.1K $3.27M
LLY
Eli Lilly & CO

Healthcare
-2.49K
- 16.65%
$727.2 - $932.06 $1.81M - $2.32M
12.5K $9.63M
MRK
Merck & Co., Inc.

Healthcare
-2.19K
- 0.95%
$96.31 - $114.76 $211K - $251K
229K $22.8M
QCOM
Qualcomm Inc

Technology
-6.46K
- 4.28%
$150.4 - $178.04 $972K - $1.15M
144K $22.2M
PLTR
Palantir Technologies Inc.

Technology
-160K
- 68.62%
$36.46 - $82.38 $5.84M - $13.2M
73.3K $5.54M
BOND
Pimco Active Bond Exchange Tra

ETFs
-21.6K
- 10.24%
$90.42 - $94.5 $1.95M - $2.04M
189K $17.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.06K
- 2.37%
$288.47 - $316.54 $593K - $651K
84.6K $24.5M
SBUX
Starbucks Corp

Consumer Cyclical
-14.5K
- 33.74%
$87.44 - $102.5 $1.26M - $1.48M
28.4K $2.59M
UNP
Union Pacific Corp

Industrials
-1.56K
- 3.33%
$223.15 - $249.32 $349K - $390K
45.4K $10.3M
ZTS
Zoetis Inc.

Healthcare
-1.65K
- 5.71%
$162.24 - $194.42 $267K - $320K
27.2K $4.43M
RTX
Raytheon Technologies Corp

Industrials
-9.17K
- 37.69%
$114.45 - $127.21 $1.05M - $1.17M
15.2K $1.75M
ABBV
Abb Vie Inc.

Healthcare
-5.13K
- 37.97%
$164.99 - $203.87 $846K - $1.04M
8.37K $1.49M
PEP
Pepsico Inc

Consumer Defensive
-3.48K
- 41.98%
$151.29 - $176.1 $527K - $614K
4.82K $732K
ETN
Eaton Corp PLC

Industrials
-1.73K
- 2.05%
$326.96 - $377.52 $564K - $652K
82.3K $27.3M
UPS
United Parcel Service Inc

Industrials
-3.21K
- 27.33%
$122.65 - $138.35 $393K - $444K
8.53K $1.08M
XOM
Exxon Mobil Corp

Energy
-873
- 2.1%
$105.51 - $125.37 $92.1K - $109K
40.6K $4.37M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.49K
- 20.71%
$131.66 - $144.0 $328K - $359K
9.53K $1.26M
MET
Metlife Inc

Financial Services
-3.02K
- 1.02%
$78.15 - $88.25 $236K - $267K
293K $24M
VTI
Vanguard Total Stock Market Et

ETFs
-1.57K
- 15.34%
$280.04 - $302.45 $441K - $476K
8.68K $2.52M
MA
Mastercard Inc

Financial Services
-1.01K
- 18.35%
$491.3 - $536.15 $496K - $541K
4.49K $2.36M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.48K
- 11.51%
$174.22 - $187.62 $258K - $278K
11.4K $1.99M
AMAT
Applied Materials Inc

Technology
-98
- 1.51%
$161.44 - $213.89 $15.8K - $21K
6.39K $1.04M
CTAS
Cintas Corp

Industrials
-414
- 5.52%
$182.7 - $226.47 $75.6K - $93.8K
7.09K $1.29M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.01K
- 3.25%
$58.88 - $64.8 $59.2K - $65.1K
29.9K $1.76M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.69K
- 35.73%
$124.26 - $134.12 $210K - $227K
3.04K $391K
NXPI
Nxp Semiconductors N.V.

Technology
-46
- 0.87%
$207.27 - $255.58 $9.53K - $11.8K
5.22K $1.08M
SO
Southern CO

Utilities
-1.19K
- 17.79%
$81.5 - $94.15 $96.7K - $112K
5.48K $451K
PFE
Pfizer Inc

Healthcare
-2.85K
- 9.98%
$24.8 - $30.19 $70.7K - $86K
25.7K $681K
ABT
Abbott Laboratories

Healthcare
-1.18K
- 14.5%
$111.93 - $119.39 $132K - $141K
6.95K $786K
VTV
Vanguard Value ETF

ETFs
-475
- 4.28%
$168.32 - $181.87 $80K - $86.4K
10.6K $1.8M
KLAC
Kla Corp

Technology
-15
- 1.88%
$614.46 - $829.55 $9.22K - $12.4K
781 $492K
AXP
American Express CO

Financial Services
-548
- 33.03%
$267.35 - $305.57 $147K - $167K
1.11K $329K
PG
Procter & Gamble CO

Consumer Defensive
-343
- 3.43%
$161.05 - $179.7 $55.2K - $61.6K
9.66K $1.62M
HDB
Hdfc Bank LTD

Financial Services
-1.94K
- 22.08%
$59.45 - $68.01 $115K - $132K
6.85K $437K
IBM
International Business Machines Corp

Technology
-429
- 7.75%
$204.9 - $238.04 $87.9K - $102K
5.11K $1.12M
NKE
Nike, Inc.

Consumer Cyclical
-310
- 5.04%
$73.36 - $89.13 $22.7K - $27.6K
5.85K $442K
CI
Cigna Corp

Healthcare
-37
- 3.07%
$265.59 - $358.58 $9.83K - $13.3K
1.17K $322K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-97
- 11.09%
$396.64 - $516.74 $38.5K - $50.1K
778 $313K
IEF
Ishares Barclays

ETFs
-785
- 24.18%
$92.08 - $98.18 $72.3K - $77.1K
2.46K $227K
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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