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
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.19K
- 2.95%
$65.27 - $71.18 $77.7K - $84.7K
39.2K $2.6M
PFE
Pfizer Inc

Healthcare
-2.68K
- 10.43%
$25.01 - $27.13 $67.1K - $72.7K
23K $583K
SPYG
Spdr Portfolio

ETFs
-500
- 8.51%
$80.05 - $92.39 $40K - $46.2K
5.38K $431K
ITW
Illinois Tool Works Inc

Industrials
-299
- 15.48%
$244.9 - $274.48 $73.2K - $82.1K
1.63K $404K
CSCO
Cisco Systems, Inc.

Technology
-18.1K
- 4.38%
$58.74 - $64.87 $1.07M - $1.18M
396K $24.4M
VEA
Vanguard Ftse Developed Market

ETFs
-1.93K
- 32.13%
$47.4 - $52.99 $91.5K - $102K
4.08K $207K
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.02%
$222.66 - $268.42 $223 - $268
5.14K $1.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-294
- 7.91%
$102.49 - $119.96 $30.1K - $35.3K
3.42K $358K
FISV
Fiserv Inc

Technology
-524
- 2.58%
N/A
19.8K $2.48M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-267
- 34.32%
$402.49 - $513.76 $107K - $137K
511 $247K
DHR
Danaher Corp

Healthcare
-111
- 8.71%
$201.62 - $250.59 $22.4K - $27.8K
1.16K $238K
SYK
Stryker Corp

Healthcare
-211
- 8.46%
$355.18 - $399.9 $74.9K - $84.4K
2.28K $849K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-107
- 0.94%
$169.43 - $182.84 $18.1K - $19.6K
11.3K $1.95M
ET
Energy Transfer LP

Energy
-77
- 0.23%
$17.26 - $21.08 $1.33K - $1.62K
33K $613K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-876
- 10.9%
$32.5 - $33.3 $28.5K - $29.2K
7.16K $237K
ACWI
Ishares Msci Acwi ETF

ETFs
-170
- 3.34%
$115.16 - $124.13 $19.6K - $21.1K
4.93K $573K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-409
- 4.29%
$128.74 - $138.67 $52.7K - $56.7K
9.12K $1.24M
ADI
Analog Devices Inc

Technology
-1
- 0.06%
$201.56 - $243.82 $202 - $244
1.62K $326K
VPU
Vanguard Utilities ETF

ETFs
-161
- 10.83%
$161.24 - $173.33 $26K - $27.9K
1.33K $226K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1
- 0.01%
$21.23 - $23.75 $21.2 - $23.8
10.2K $219K
CHD
Church & Dwight CO Inc

Consumer Defensive
-200
- 9.88%
$101.42 - $113.2 $20.3K - $22.6K
1.83K $200K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-9
- 0.71%
$408.78 - $448.82 $3.68K - $4.04K
1.26K $530K
IEF
Ishares Barclays

ETFs
-148
- 6.01%
$91.17 - $95.39 $13.5K - $14.1K
2.31K $220K
MCO
Moodys Corp

Financial Services
-1
- 0.2%
$437.8 - $527.48 $438 - $527
510 $237K
SCI
Service Corp International

Consumer Cyclical
-32
- 1.17%
$75.99 - $84.16 $2.43K - $2.69K
2.7K $216K
Linde PLC
-109
- 3.56%
N/A
2.96K $0
Old Mkt Cap Corp
-1.17K
- 8.03%
N/A
13.4K $0
NSC
Norfolk Southern Corp

Industrials
-1
- 0.05%
$227.69 - $259.76 $228 - $260
1.87K $443K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-2.7K
- 2.1%
$38.99 - $40.37 $105K - $109K
126K $5.08M
SHW
Sherwin Williams CO

Basic Materials
-21
- 1.37%
$330.16 - $365.55 $6.93K - $7.68K
1.52K $529K
COP
Conocophillips

Energy
-36
- 1.77%
$88.6 - $105.85 $3.19K - $3.81K
2K $209K
D
Dominion Energy, Inc

Utilities
-2
- 0.04%
$52.85 - $57.43 $106 - $115
5.19K $290K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-39
- 0.52%
$95.85 - $99.25 $3.74K - $3.87K
7.52K $743K
SPGI
S&P Global Inc.

Financial Services
-2
- 0.14%
$478.26 - $543.77 $957 - $1.09K
1.46K $742K
VTV
Vanguard Value ETF

ETFs
-120
- 1.13%
$167.73 - $179.21 $20.1K - $21.5K
10.5K $1.81M
BOC
Boston Omaha Corp

Communication Services
-3
- 0.01%
$13.42 - $15.41 $40.3 - $46.2
49.1K $715K
MGV
Vanguard Mega Cap Value

ETFs
-602
- 2.21%
$123.61 - $133.01 $74.4K - $80.1K
26.6K $3.43M
WM
Waste Management Inc

Industrials
-96
- 5.26%
$200.54 - $233.78 $19.3K - $22.4K
1.73K $400K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-90
- 0.21%
$77.7 - $78.94 $6.99K - $7.1K
43.6K $3.44M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-7
- 0.17%
$56.12 - $68.15 $393 - $477
4.18K $283K
CI
Cigna Corp

Healthcare
-18
- 1.54%
$274.49 - $329.0 $4.94K - $5.92K
1.15K $378K
SBUX
Starbucks Corp

Consumer Cyclical
-1.37K
- 4.83%
$91.75 - $115.81 $126K - $159K
27K $2.65M
PM
Philip Morris International Inc.

Consumer Defensive
-198
- 6.63%
$117.15 - $158.79 $23.2K - $31.4K
2.79K $442K
ABT
Abbott Laboratories

Healthcare
-380
- 5.47%
$111.1 - $140.22 $42.2K - $53.3K
6.57K $871K
CTAS
Cintas Corp

Industrials
-325
- 4.59%
$182.09 - $208.14 $59.2K - $67.6K
6.76K $1.39M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.58K
- 0.84%
$89.27 - $92.9 $141K - $147K
187K $17.3M
AMGN
Amgen Inc

Healthcare
-918
- 4.47%
$258.59 - $327.36 $237K - $301K
19.6K $6.11M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.59K
- 4.24%
$279.74 - $321.29 $1M - $1.15M
81K $25.3M
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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