Alpha Cubed Investments, LLC Reduced Holdings in Q2 2025

Alpha Cubed Investments, LLC

  • $2.62 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NEAR
Blackrock Short Maturity Bond

ETFs
-1.14K
- 18.13%
$50.41 - $51.17 $57.3K - $58.2K
5.14K $262K
MSI
Motorola Solutions, Inc.

Technology
-83
- 9.02%
$394.72 - $440.39 $32.8K - $36.6K
837 $351K
ADSK
Autodesk, Inc.

Technology
-194
- 22.0%
N/A
688 $169K
ET
Energy Transfer LP

Energy
-1.47K
- 4.45%
$15.65 - $18.93 $23K - $27.8K
31.5K $571K
TRV
Travelers Companies, Inc.

Financial Services
-170
- 5.17%
$233.83 - $276.34 $39.8K - $47K
3.12K $834K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-502
- 12.02%
$63.54 - $68.5 $31.9K - $34.4K
3.67K $247K
CMCSA
Comcast Corp

Communication Services
-470
- 3.23%
$32.84 - $36.72 $15.4K - $17.3K
14.1K $502K
WES
Western Midstream Partners, LP

Energy
-524
- 8.8%
$34.99 - $41.61 $18.3K - $21.8K
5.43K $210K
IWD
Ishares Russell 1000 Val ETF

ETFs
-221
- 13.08%
$166.82 - $194.23 $36.9K - $42.9K
1.47K $285K
DUK
Duke Energy Corp

Utilities
-34
- 0.61%
$112.46 - $124.05 $3.82K - $4.22K
5.51K $650K
ALL
Allstate Corp

Financial Services
-76
- 4.22%
$180.53 - $212.64 $13.7K - $16.2K
1.73K $347K
T
At&T Inc.

Communication Services
-1.61K
- 5.08%
$26.33 - $28.94 $42.4K - $46.6K
30.1K $870K
CRM
Salesforce, Inc.

Technology
-131
- 4.34%
$236.26 - $291.15 $31K - $38.1K
2.89K $786K
DHR
Danaher Corp

Healthcare
-60
- 5.15%
$174.64 - $205.16 $10.5K - $12.3K
1.1K $218K
VTV
Vanguard Value ETF

ETFs
-345
- 3.29%
$153.67 - $176.74 $53K - $61K
10.2K $1.79M
D
Dominion Energy, Inc

Utilities
-389
- 7.5%
$49.66 - $58.0 $19.3K - $22.6K
4.8K $271K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-596
- 9.57%
$51.16 - $62.02 $30.5K - $37K
5.63K $349K
FTSL
First Trust Senior Ln Fund

ETFs
-384
- 3.44%
$44.58 - $46.07 $17.1K - $17.7K
10.8K $495K
ESS
Essex Property Trust, Inc.

Real Estate
-40
- 3.06%
N/A
1.27K $345K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-68
- 0.97%
$82.21 - $83.12 $5.59K - $5.65K
6.93K $573K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-12
- 0.53%
$90.85 - $102.31 $1.09K - $1.23K
2.26K $227K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.05K
- 10.31%
$19.1 - $23.83 $20.1K - $25K
9.14K $217K
Canadian Pacific Kansas City
-258
- 5.9%
N/A
4.12K $0
Arista Networks Inc
-280
- 6.47%
N/A
4.05K $0
SPIB
Spdr Portfolio Intermediate Te

ETFs
-91
- 1.27%
$32.62 - $33.58 $2.97K - $3.06K
7.07K $237K
Linde PLC
-320
- 10.82%
N/A
2.64K $0
Ishares Bitcoin Trust ETF
-320
- 3.94%
N/A
7.81K $0
Lam Research Corp
-3.16K
- 23.28%
N/A
10.4K $0
ABT
Abbott Laboratories

Healthcare
-110
- 1.67%
$123.95 - $138.08 $13.6K - $15.2K
6.46K $878K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-291
- 13.92%
$180.84 - $240.32 $52.6K - $69.9K
1.8K $432K
SPGI
S&P Global Inc.

Financial Services
-27
- 1.85%
$438.31 - $527.29 $11.8K - $14.2K
1.44K $756K
MCO
Moodys Corp

Financial Services
-4
- 0.78%
$396.7 - $501.59 $1.59K - $2.01K
506 $253K
NUE
Nucor Corp

Basic Materials
-33
- 1.39%
$103.22 - $131.43 $3.41K - $4.34K
2.34K $302K
IEFA
Ishares Tr

ETFs
-47
- 1.74%
$67.83 - $84.09 $3.19K - $3.95K
2.66K $222K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-16
- 1.27%
$376.48 - $440.65 $6.02K - $7.05K
1.25K $549K
VO
Vanguard Mid Cap ETF

ETFs
-328
- 6.04%
$228.54 - $279.83 $75K - $91.8K
5.1K $1.43M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-51
- 1.63%
$152.42 - $182.82 $7.77K - $9.32K
3.08K $562K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-90
- 7.41%
$164.46 - $237.28 $14.8K - $21.4K
1.12K $266K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-193
- 1.98%
$22.27 - $29.21 $4.3K - $5.64K
9.56K $279K
URI
United Rentals, Inc.

Industrials
-47
- 8.51%
$551.94 - $753.4 $25.9K - $35.4K
505 $380K
ACWI
Ishares Msci Acwi ETF

ETFs
-120
- 2.44%
$103.59 - $128.6 $12.4K - $15.4K
4.81K $618K
VGT
Vanguard Information Technolog

ETFs
-154
- 12.6%
$470.37 - $663.28 $72.4K - $102K
1.07K $708K
SYK
Stryker Corp

Healthcare
-1
- 0.04%
$337.37 - $395.63 $337 - $396
2.28K $902K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-141
- 7.47%
$320.42 - $424.58 $45.2K - $59.9K
1.75K $741K
TTD
Trade Desk, Inc.

Technology
-158
- 3.35%
$45.27 - $79.4 $7.15K - $12.5K
4.56K $327K
SOXX
Ishares Semiconductor ETF

ETFs
-170
- 7.44%
$154.86 - $239.07 $26.3K - $40.6K
2.12K $505K
KKR
Kkr & Co. Inc.

Financial Services
-29
- 0.64%
$92.79 - $134.29 $2.69K - $3.89K
4.5K $598K
CAH
Cardinal Health Inc

Healthcare
-6
- 0.2%
$125.0 - $168.0 $750 - $1.01K
3.04K $510K
VTI
Vanguard Total Stock Market Et

ETFs
-577
- 6.2%
$243.75 - $303.93 $141K - $175K
8.73K $2.65M
Activity Summary
Buys All Purchases 144 New Holdings 27 Increased Positions 117 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 0
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