AC

Alpha Cubed Investments, LLC

13F
Alpha Cubed Investments, LLC
Last update 2024-10-08 269 Stocks (15 new)
Value $2.25 Bil Turnover 7 %
Countries:
Top Holdings: AAPL(6.87%)MSFT(4.94%)AMZN(4.02%)GOOGL(3.89%)BRK.B(3.68%)
Portfolio Report
Summary Stock Picks Current Portfolio
Alpha Cubed Investments, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
662,801
154432.740
-6.37%
6.870
-0.45%
0.000
+5.31%
+20.00%
3499384.173
Hardware
MSFT 		Microsoft Corp
257,996
111015.490
+4.76%
4.940
+0.22%
0.000
+2.46%
+15.65%
3215616.771
Software
AMZN 		Amazon.com Inc
485,009
90371.700
+2.59%
4.020
+0.10%
0.000
+6.06%
+26.85%
2022810.608
Retail - Cyclical
GOOGL 		Alphabet Inc
526,956
87395.680
-3.15%
3.890
-0.15%
0.000
+2.58%
+25.20%
2147916.212
Interactive Media
BRK.B 		Berkshire Hathaway Inc
179,457
82596.760
+3.03%
3.680
+0.11%
0.010
+3.10%
+27.56%
981006.708
Insurance
PANW 		Palo Alto Networks Inc
231,566
79149.260
+16.40%
3.520
+0.50%
0.070
+13.08%
+21.76%
117056.456
Software
NVDA 		NVIDIA Corp
631,667
76709.650
+7.03%
3.410
+0.22%
0.000
+34.34%
+181.42%
3417887.550
Semiconductors
META 		Meta Platforms Inc
123,716
70820.270
+13.68%
3.150
+0.38%
0.000
+27.89%
+67.70%
1497145.553
Interactive Media
PWR 		Quanta Services Inc
186,968
55744.570
+5.75%
2.480
+0.13%
0.130
+24.04%
+44.72%
45912.382
Construction
NEE 		NextEra Energy Inc
657,008
55536.880
+10.84%
2.470
+0.24%
0.030
+7.17%
+33.11%
162641.031
Utilities - Regulated

Alpha Cubed Investments, LLC's Historical Top Holdings Breakdowns

Alpha Cubed Investments, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HAL 		Halliburton Co2024-09-30Sold Out
-0.92%
●
27.81 ($31.53) 36.44
$27.69
-12.18%
Sold Out
0
-571,434
CRWD 		CrowdStrike Holdings Inc2024-09-30Reduce
-0.87%
●
217.89 ($284.07) 392.15
$307.45
8.23%
Reduce -98.07%
941
-47,902
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.87%
●
214.77 ($227.22) 237.72
$239.06
5.21%
Add 1095.49%
90,343
82,786
LMT 		Lockheed Martin Corp2024-09-30Add
+0.71%
●
460.3 ($536.9) 584.56
$545.94
1.68%
Add 113.57%
51,108
27,178
JPM 		JPMorgan Chase & Co2024-09-30Add
+0.58%
●
194.9 ($210.63) 224.8
$224.41
6.54%
Add 34.38%
243,172
62,220
PANW 		Palo Alto Networks Inc2024-09-30Add
+0.50%
●
294.18 ($336.63) 368.01
$359.39
6.76%
Add 16.4%
231,566
32,626
AAPL 		Apple Inc2024-09-30Reduce
-0.45%
●
207.23 ($223.32) 234.82
$230.10
3.04%
Reduce -6.37%
662,801
-45,066
UPS 		United Parcel Service Inc2024-09-30Reduce
-0.44%
●
123.32 ($131.29) 147.38
$133.80
1.91%
Reduce -85.14%
11,736
-67,240
META 		Meta Platforms Inc2024-09-30Add
+0.38%
●
453.41 ($514.55) 572.44
$591.55
14.96%
Add 13.68%
123,716
14,890
PLTR 		Palantir Technologies Inc2024-09-30Add
+0.36%
●
24.09 ($30.69) 37.95
$43.69
42.36%
Add 1402.21%
233,549
218,002

Alpha Cubed Investments, LLC Total Holding History ($B)

To

Alpha Cubed Investments, LLC's Asset Allocation

To

Alpha Cubed Investments, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Alpha Cubed Investments, LLC's Hypothetical Growth since 2024-09-30

Alpha Cubed Investments, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Alpha Cubed Investments, LLC's Holdings Heat Map

Size field:

Alpha Cubed Investments, LLC's Holdings Bubble Chart

Alpha Cubed Investments, LLC News

  • 1

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