Alpha Cubed Investments, LLC Portfolio Holdings
Alpha Cubed Investments, LLC
- $2.18 Billion
- Q4 2024
Alpha Cubed Investments, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.18 Billion distributed in 267 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $163M, Microsoft Corp with a value of $113M, Amazon Com Inc with a value of $107M, Alphabet Inc. with a value of $102M, and Palo Alto Networks Inc with a value of $85.1M.
Examining the 13F form we can see an decrease of $58.7M in the current position value, from $2.24B to 2.18B.
Below you can find more details about Alpha Cubed Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.18 Billion
Technology: $646 Million
Financial Services: $280 Million
Communication Services: $246 Million
Consumer Cyclical: $217 Million
ETFs: $202 Million
Industrials: $167 Million
Healthcare: $136 Million
Utilities: $102 Million
Other: $184 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 267
- Current Value $2.18 Billion
- Prior Value $2.24 Billion
- Filing
- Period Q4 2024
- Filing Date January 16, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 27 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks