Alpha Cubed Investments, LLC Reduced Holdings in Q3 2025

Alpha Cubed Investments, LLC

  • $2.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-206K
- 41.33%
$65.67 - $71.67 $13.6M - $14.8M
293K $19.4M
FISV
Fiserv Inc

Technology
-123K
- 96.58%
N/A
4.36K $545K
ORCL
Oracle Corp

Technology
-66.7K
- 59.81%
$218.96 - $328.33 $14.6M - $21.9M
44.8K $12.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-29.5K
- 96.16%
$159.87 - $247.68 $4.72M - $7.32M
1.18K $209K
NFLX
Netflix Inc

Communication Services
-1.15K
- 4.19%
$1147.87 - $1297.18 $1.32M - $1.49M
26.4K $31.6M
JNJ
Johnson & Johnson

Healthcare
-45.5K
- 29.77%
$155.17 - $185.42 $7.06M - $8.43M
107K $19.9M
COST
Costco Wholesale Corp

Consumer Defensive
-560
- 1.72%
$915.95 - $994.57 $513K - $557K
31.9K $29.6M
TWLO
Twilio Inc

Communication Services
-17.3K
- 89.63%
$92.44 - $132.7 $1.6M - $2.3M
2K $200K
CSCO
Cisco Systems, Inc.

Technology
-23.8K
- 6.06%
$66.2 - $71.79 $1.57M - $1.71M
369K $25.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
-3.36K
- 4.04%
$167.28 - $188.45 $563K - $634K
79.8K $13.4M
FIS
Fidelity National Information Services, Inc.

Technology
-15.7K
- 57.69%
$63.37 - $82.35 $993K - $1.29M
11.5K $757K
TXN
Texas Instruments Inc

Technology
-6.13K
- 6.62%
N/A
86.5K $16.8M
UL
Unilever PLC

Consumer Defensive
-10.6K
- 3.68%
$58.43 - $65.01 $617K - $686K
276K $16.4M
CME
Cme Group Inc.

Financial Services
-2.42K
- 2.57%
$258.83 - $287.1 $625K - $694K
91.7K $24.8M
RS
Reliance Steel & Aluminum CO

Basic Materials
-778
- 3.05%
$277.33 - $343.66 $216K - $267K
24.8K $6.96M
AMGN
Amgen Inc

Healthcare
-3.85K
- 19.44%
$271.18 - $309.22 $1.04M - $1.19M
15.9K $4.5M
HOOD
Robinhood Markets, Inc.

Technology
-21K
- 50.66%
$91.27 - $143.18 $1.92M - $3.01M
20.5K $2.93M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.08K
- 35.9%
$181.56 - $190.33 $740K - $776K
7.28K $1.38M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-22.6K
- 12.26%
$26.38 - $27.95 $597K - $633K
162K $4.42M
SBUX
Starbucks Corp

Consumer Cyclical
-2.99K
- 11.3%
$81.9 - $96.86 $245K - $290K
23.5K $1.99M
VIG
Vanguard Dividend Appreciation

ETFs
-2.15K
- 4.93%
N/A
41.5K $7.57M
DE
Deere & CO

Industrials
-565
- 27.43%
$457.26 - $524.37 $258K - $296K
1.5K $683K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.13K
- 13.69%
$617.65 - $666.84 $698K - $754K
7.12K $4.75M
MET
Metlife Inc

Financial Services
-7.48K
- 5.33%
$73.82 - $82.37 $552K - $616K
133K $10.9M
PG
Procter & Gamble CO

Consumer Defensive
-1.74K
- 14.14%
$150.47 - $161.22 $261K - $280K
10.5K $1.62M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.7K
- 27.33%
$136.48 - $142.97 $368K - $385K
7.17K $1M
SCHW
Schwab Charles Corp

Financial Services
-4.84K
- 15.83%
$91.03 - $98.69 $440K - $477K
25.7K $2.45M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.55K
- 10.28%
$546.99 - $602.2 $1.39M - $1.53M
22.2K $13.3M
UPS
United Parcel Service Inc

Industrials
-1.87K
- 22.01%
$82.58 - $105.54 $154K - $197K
6.62K $552K
ZTS
Zoetis Inc.

Healthcare
-294
- 1.14%
$141.13 - $159.19 $41.5K - $46.8K
25.6K $3.74M
HON
Honeywell International Inc

Industrials
-744
- 12.36%
$207.7 - $240.4 $155K - $179K
5.28K $1.11M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-6.9K
- 31.62%
$40.94 - $42.85 $283K - $296K
14.9K $629K
DLR
Digital Realty Trust, Inc.

Real Estate
-695
- 0.67%
$161.21 - $180.02 $112K - $125K
103K $17.8M
CSX
Csx Corp

Industrials
-8.94K
- 50.47%
$32.05 - $36.52 $286K - $326K
8.77K $311K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.59K
- 11.68%
$70.77 - $73.59 $324K - $337K
34.7K $2.54M
QCOM
Qualcomm Inc

Technology
-2.27K
- 11.04%
$145.84 - $173.55 $331K - $394K
18.3K $3.04M
INTC
Intel Corp

Technology
-18.7K
- 50.78%
$19.31 - $35.5 $362K - $665K
18.2K $608K
CHKP
Check Point Software Technologies LTD

Technology
-830
- 26.31%
$180.73 - $231.23 $150K - $192K
2.33K $481K
UNP
Union Pacific Corp

Industrials
-2.17K
- 4.56%
$214.91 - $237.16 $467K - $515K
45.5K $10.7M
IAU
Ishares Gold Trust

ETFs
-4.06K
- 44.63%
$61.62 - $72.77 $250K - $295K
5.04K $366K
DIS
Walt Disney CO

Communication Services
-851
- 8.16%
$112.25 - $124.0 $95.5K - $106K
9.58K $1.1M
SYK
Stryker Corp

Healthcare
-354
- 15.51%
$368.57 - $403.53 $130K - $143K
1.93K $712K
ABT
Abbott Laboratories

Healthcare
-1.2K
- 18.54%
$120.51 - $136.62 $144K - $164K
5.26K $704K
VZ
Verizon Communications Inc

Communication Services
-14.5K
- 2.11%
$40.84 - $45.06 $591K - $652K
671K $29.5M
BMY
Bristol Myers Squibb CO

Healthcare
-3.26K
- 19.56%
$43.31 - $48.98 $141K - $159K
13.4K $603K
GILD
Gilead Sciences, Inc.

Healthcare
-1.28K
- 16.35%
$108.22 - $120.47 $138K - $154K
6.54K $726K
CMCSA
Comcast Corp

Communication Services
-2.35K
- 16.69%
$31.41 - $36.33 $73.8K - $85.3K
11.7K $368K
CRM
Salesforce, Inc.

Technology
-120
- 4.16%
$231.66 - $273.65 $27.8K - $32.8K
2.77K $655K
MA
Mastercard Inc

Financial Services
-275
- 7.56%
$550.18 - $598.96 $151K - $165K
3.36K $1.91M
Activity Summary
Buys All Purchases 104 New Holdings 19 Increased Positions 85 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 1 Puts 0
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