Alpha Cubed Investments, LLC Reduced Holdings in Q1 2025

Alpha Cubed Investments, LLC

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

Communication Services
-44.9K
- 8.36%
$154.33 - $206.19 $6.93M - $9.26M
492K $76.1M
ASML
Asml Holding Nv

Technology
-32.3K
- 39.59%
$662.63 - $776.99 $21.4M - $25.1M
49.3K $32.6M
AAPL
Apple Inc.

Technology
-314
- 0.05%
$209.68 - $247.1 $65.8K - $77.6K
650K $144M
ISRG
Intuitive Surgical Inc

Healthcare
-28.6K
- 30.23%
$476.63 - $610.45 $13.6M - $17.5M
66K $32.7M
MRK
Merck & Co., Inc.

Healthcare
-161K
- 70.24%
$83.01 - $101.02 $13.4M - $16.3M
68.3K $6.13M
TSLA
Tesla, Inc.

Consumer Cyclical
-22.2K
- 31.05%
$222.15 - $428.22 $4.94M - $9.53M
49.4K $12.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.91K
- 1.41%
$190.26 - $242.06 $1.32M - $1.67M
483K $91.9M
NFLX
Netflix Inc

Communication Services
-18.7K
- 38.22%
$828.4 - $1058.6 $15.5M - $19.8M
30.3K $28.2M
V
Visa Inc.

Financial Services
-45.8K
- 38.28%
$306.92 - $362.71 $14M - $16.6M
73.8K $25.9M
SOXX
Ishares Semiconductor ETF

ETFs
-26.1K
- 91.94%
$188.17 - $235.81 $4.9M - $6.15M
2.29K $430K
VB
Vanguard Small Cap ETF

ETFs
-8.37K
- 6.98%
$217.89 - $252.64 $1.82M - $2.12M
112K $24.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
-11.9K
- 29.85%
$308.86 - $455.36 $3.68M - $5.43M
28K $9.89M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-31.8K
- 64.35%
$74.85 - $84.89 $2.38M - $2.7M
17.6K $1.44M
NEE
Nextera Energy Inc

Utilities
-24K
- 3.44%
$66.96 - $76.16 $1.61M - $1.83M
672K $47.7M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.6K
- 1.76%
$47.79 - $59.89 $172K - $216K
201K $10.1M
GOOG
Alphabet Inc.

Communication Services
-2.74K
- 5.43%
$156.06 - $207.71 $427K - $569K
47.7K $7.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3.14K
- 18.9%
$507.05 - $563.67 $1.59M - $1.77M
13.5K $6.93M
META
Meta Platforms, Inc.

Communication Services
-474
- 0.46%
$576.36 - $736.67 $273K - $349K
102K $59M
ORCL
Oracle Corp

Technology
-1.37K
- 2.89%
$139.81 - $186.47 $191K - $255K
45.9K $6.42M
FIS
Fidelity National Information Services, Inc.

Technology
-135
- 0.06%
$68.12 - $83.42 $9.2K - $11.3K
238K $17.8M
ADBE
Adobe Inc.

Technology
-2.65K
- 62.89%
$377.84 - $464.11 $1M - $1.23M
1.56K $599K
TXN
Texas Instruments Inc

Technology
-6.35K
- 6.39%
N/A
93K $18.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-28.4K
- 45.98%
$39.18 - $43.52 $1.11M - $1.24M
33.4K $1.4M
XLV
Select Sector Spdr Fund Health

ETFs
-7.25K
- 38.75%
$137.61 - $149.68 $998K - $1.09M
11.5K $1.67M
UNH
Unitedhealth Group Inc

Healthcare
-2.43K
- 7.35%
$461.52 - $548.18 $1.12M - $1.33M
30.6K $16M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-314
- 2.66%
$307.43 - $357.48 $96.5K - $112K
11.5K $3.55M
VCIT
Vanguard Intermediate Term Cor

ETFs
-8.37K
- 3.63%
$79.17 - $82.04 $663K - $687K
222K $18.2M
TTD
Trade Desk, Inc.

Technology
-272
- 5.46%
$53.59 - $126.58 $14.6K - $34.4K
4.71K $257K
XLE
Energy Sector Spdr

ETFs
-5.1K
- 23.29%
$85.7 - $93.96 $437K - $479K
16.8K $1.57M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-3.13K
- 53.77%
$81.1 - $94.7 $254K - $296K
2.69K $218K
VIG
Vanguard Dividend Appreciation

ETFs
-1.44K
- 3.12%
N/A
44.8K $8.17M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-432
- 5.91%
$302.31 - $337.54 $131K - $146K
6.88K $2.11M
CRM
Salesforce, Inc.

Technology
-138
- 4.37%
$268.36 - $359.95 $37K - $49.7K
3.02K $809K
UI
Ubiquiti Inc.

Technology
-600
- 25.03%
$300.93 - $431.11 $181K - $259K
1.8K $557K
MA
Mastercard Inc

Financial Services
-610
- 13.59%
$504.67 - $576.31 $308K - $352K
3.88K $2.13M
BA
Boeing CO

Industrials
-1.04K
- 29.3%
$148.15 - $186.25 $154K - $194K
2.51K $428K
VMC
Vulcan Materials CO

Basic Materials
-103
- 1.41%
$220.9 - $277.54 $22.8K - $28.6K
7.22K $1.68M
NKE
Nike, Inc.

Consumer Cyclical
-1.75K
- 29.89%
$63.29 - $81.72 $111K - $143K
4.1K $260K
XLU
Utilities Sector Spdr

ETFs
-3.43K
- 11.25%
$74.7 - $80.27 $256K - $275K
27.1K $2.13M
VUG
Vanguard Growth ETF

ETFs
-92
- 2.65%
$369.1 - $427.61 $34K - $39.3K
3.38K $1.25M
IVV
Ishares Core S&P 500 ETF

ETFs
-108
- 2.81%
$554.06 - $615.85 $59.8K - $66.5K
3.74K $2.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.43K
- 5.9%
$126.11 - $135.06 $180K - $193K
22.8K $2.94M
ROST
Ross Stores, Inc.

Consumer Cyclical
-250
- 5.03%
$123.3 - $154.95 $30.8K - $38.7K
4.72K $602K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-5.64K
- 30.37%
$26.51 - $28.57 $150K - $161K
12.9K $354K
VGT
Vanguard Information Technolog

ETFs
-74
- 5.71%
$542.38 - $646.34 $40.1K - $47.8K
1.22K $662K
IWD
Ishares Russell 1000 Val ETF

ETFs
-752
- 30.79%
$182.82 - $196.21 $137K - $148K
1.69K $317K
BBY
Best Buy CO Inc

Consumer Cyclical
-385
- 5.07%
$70.3 - $91.1 $27.1K - $35.1K
7.21K $530K
ZTS
Zoetis Inc.

Healthcare
-960
- 3.53%
$156.48 - $175.67 $150K - $169K
26.2K $4.32M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.32K
- 4.76%
$50.87 - $51.09 $118K - $119K
46.5K $2.37M
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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