Alpha Cubed Investments, LLC Reduced Holdings in Q3 2024

Alpha Cubed Investments, LLC

  • $2.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
-47.9K
- 98.07%
$217.89 - $392.15 $10.4M - $18.8M
941 $263K
GOOGL
Alphabet Inc.

Communication Services
-17.1K
- 3.15%
$148.65 - $191.18 $2.55M - $3.27M
527K $87.4M
UPS
United Parcel Service Inc

Industrials
-67.2K
- 85.14%
$123.32 - $147.38 $8.29M - $9.91M
11.7K $1.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-23.9K
- 40.47%
$233.4 - $302.36 $5.57M - $7.22M
35.1K $9.53M
BAC
Bank Of America Corp

Financial Services
-107K
- 67.92%
$36.65 - $44.13 $3.92M - $4.72M
50.5K $2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-33.9K
- 73.83%
$125.95 - $142.04 $4.27M - $4.82M
12K $1.71M
NVO
Novo Nordisk A S

Healthcare
-12.5K
- 16.2%
$119.07 - $145.42 $1.49M - $1.82M
64.6K $7.69M
COST
Costco Wholesale Corp

Consumer Defensive
-4.5K
- 13.28%
$801.83 - $917.05 $3.61M - $4.13M
29.4K $26M
UBER
Uber Technologies, Inc

Technology
-28.1K
- 86.56%
$58.48 - $77.47 $1.64M - $2.18M
4.36K $327K
GOOG
Alphabet Inc.

Communication Services
-5.93K
- 10.55%
$149.54 - $192.66 $887K - $1.14M
50.3K $8.41M
AMGN
Amgen Inc

Healthcare
-8.92K
- 5.73%
$309.38 - $337.38 $2.76M - $3.01M
147K $47.2M
GILD
Gilead Sciences, Inc.

Healthcare
-20.7K
- 77.61%
$66.59 - $83.99 $1.38M - $1.74M
5.98K $501K
ADBE
Adobe Inc.

Technology
-838
- 5.34%
$508.13 - $586.55 $426K - $492K
14.8K $7.69M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.66K
- 16.88%
$475.2 - $527.7 $1.26M - $1.4M
13.1K $6.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.02K
- 29.49%
$283.28 - $314.39 $855K - $949K
7.22K $2.27M
XLE
Energy Sector Spdr

ETFs
-6.2K
- 34.12%
$84.35 - $93.39 $523K - $579K
12K $1.05M
DIS
Walt Disney CO

Communication Services
-5.35K
- 37.46%
$85.6 - $98.61 $458K - $527K
8.92K $858K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.26K
- 18.24%
$517.38 - $573.86 $651K - $722K
5.64K $3.24M
AMD
Advanced Micro Devices Inc

Technology
-3.48K
- 6.86%
$128.67 - $183.96 $447K - $639K
47.2K $7.74M
INTC
Intel Corp

Technology
-9.72K
- 31.19%
$18.9 - $34.87 $184K - $339K
21.4K $502K
AMAT
Applied Materials Inc

Technology
-483
- 6.93%
$174.88 - $254.97 $84.5K - $123K
6.49K $1.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.07K
- 4.71%
$434.77 - $502.96 $467K - $540K
21.7K $10.6M
TXN
Texas Instruments Inc

Technology
-1.41K
- 1.42%
$194.6 - $194.6 $274K - $274K
98K $19.1M
FISV
Fiserv Inc

Technology
-2.08K
- 8.99%
N/A
21K $2.63M
XLK
Technology Sector Spdr

ETFs
-1.12K
- 23.01%
$197.34 - $237.68 $221K - $266K
3.75K $846K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.06K
- 8.24%
$285.48 - $330.24 $303K - $351K
11.8K $3.81M
VIG
Vanguard Dividend Appreciation

ETFs
-1.21K
- 2.58%
$182.15 - $182.15 $221K - $221K
45.9K $8.36M
HON
Honeywell International Inc

Industrials
-955
- 20.43%
$196.73 - $220.21 $188K - $210K
3.72K $768K
WFC
Wells Fargo & Company

Financial Services
-1.95K
- 5.09%
$51.58 - $60.97 $101K - $119K
36.4K $2.05M
SCHW
Schwab Charles Corp

Financial Services
-263
- 1.18%
$61.74 - $76.08 $16.2K - $20K
22K $1.43M
SLB
Schlumberger Limited

Energy
-3.67K
- 43.48%
$39.57 - $49.67 $145K - $182K
4.77K $200K
BA
Boeing CO

Industrials
-302
- 6.55%
$152.04 - $190.6 $45.9K - $57.6K
4.31K $655K
WES
Western Midstream Partners, LP

Energy
-4.07K
- 41.4%
$36.59 - $42.74 $149K - $174K
5.76K $220K
PG
Procter & Gamble CO

Consumer Defensive
-1.5K
- 13.06%
$160.76 - $177.82 $241K - $267K
10K $1.73M
ALL
Allstate Corp

Financial Services
-1.34K
- 42.95%
$158.43 - $192.86 $213K - $259K
1.78K $338K
IVV
Ishares Core S&P 500 ETF

ETFs
-471
- 10.64%
$520.18 - $576.82 $245K - $272K
3.96K $2.28M
ET
Energy Transfer LP

Energy
-7.25K
- 14.93%
$15.43 - $16.44 $112K - $119K
41.3K $663K
WMT
Walmart Inc.

Consumer Defensive
-7.5K
- 20.3%
$66.91 - $81.4 $502K - $611K
29.5K $2.38M
OXY
Occidental Petroleum Corp

Energy
-950
- 18.02%
$49.91 - $63.73 $47.4K - $60.5K
4.32K $222K
PRU
Prudential Financial Inc

Financial Services
-1K
- 34.64%
$105.53 - $127.32 $106K - $127K
1.89K $228K
VGSH
Vanguard

ETFs
-2.04K
- 20.16%
$57.74 - $59.13 $118K - $121K
8.09K $477K
DUK
Duke Energy Corp

Utilities
-1.33K
- 42.89%
$99.35 - $117.71 $132K - $156K
1.76K $203K
CI
Cigna Corp

Healthcare
-378
- 23.88%
$319.12 - $367.1 $121K - $139K
1.21K $417K
JOB
Gee Group Inc.

Industrials
-296K
- 60.65%
$0.24 - $0.34 $71K - $101K
192K $49K
CDC
Victory Portfolios Ii Shs Inco

ETFs
-2.31K
- 29.34%
$58.2 - $64.99 $134K - $150K
5.56K $361K
STE
Steris PLC

Healthcare
-500
- 25.0%
$213.51 - $247.14 $107K - $124K
1.5K $363K
BP
Bp PLC

Energy
-1.06K
- 12.93%
$30.78 - $37.05 $32.7K - $39.3K
7.15K $224K
TIP
Ishares Tr Tips Bd ETF

ETFs
-876
- 10.35%
$105.92 - $110.83 $92.8K - $97.1K
7.58K $837K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-107
- 10.9%
$460.0 - $505.78 $49.2K - $54.1K
875 $406K
Activity Summary
Buys All Purchases 105 New Holdings 15 Increased Positions 90 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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