Alpha Cubed Investments, LLC Portfolio Holdings
Alpha Cubed Investments, LLC
- $2.23 Billion
- Q1 2025
Alpha Cubed Investments, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.23 Billion distributed in 301 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $144M, Microsoft Corp with a value of $106M, Berkshire Hathaway Inc Class B with a value of $99.9M, Amazon Com Inc with a value of $91.9M, and Nvidia Corp with a value of $86.2M.
Examining the 13F form we can see an increase of $52.3M in the current position value, from $2.18B to 2.23B.
Below you can find more details about Alpha Cubed Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.23 Billion
Technology: $627 Million
Financial Services: $353 Million
Communication Services: $209 Million
ETFs: $201 Million
Industrials: $183 Million
Consumer Cyclical: $183 Million
Utilities: $116 Million
Healthcare: $109 Million
Other: $254 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 301
- Current Value $2.23 Billion
- Prior Value $2.18 Billion
- Filing
- Period Q1 2025
- Filing Date April 29, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 50 stocks
- Additional Purchases 126 stocks
- Sold out of 0 stocks
- Reduced holdings in 99 stocks