Alpha Cubed Investments, LLC Top Holdings and 13F Report (2025) About Alpha Cubed Investments, LLCInvestment ActivityAlpha Cubed Investments, LLC has $2.19 billion in total holdings as of December 31, 2024.Alpha Cubed Investments, LLC owns shares of 267 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 8.64% of the portfolio was purchased this quarter.About 10.54% of the portfolio was sold this quarter.This quarter, Alpha Cubed Investments, LLC has purchased 269 new stocks and bought additional shares in 104 stocks.Alpha Cubed Investments, LLC sold shares of 109 stocks and completely divested from 29 stocks this quarter.Largest Holdings Apple $162,931,672Microsoft $112,968,754Amazon.com $107,459,858Alphabet $101,692,170Palo Alto Networks $85,059,749 Largest New Holdings this Quarter iShares MSCI EAFE ETF $3,734,680 HoldingReal Estate Select Sector SPDR Fund $2,514,951 HoldingGlobal X Uranium ETF $1,256,464 HoldingTwilio $1,185,638 HoldingBlock $1,064,840 Holding Largest Purchases this Quarter Palo Alto Networks 235,898 shares (about $42.92M)ASML 20,651 shares (about $14.31M)CrowdStrike 39,026 shares (about $13.35M)American Electric Power 118,226 shares (about $10.90M)JPMorgan Chase & Co. 41,489 shares (about $9.95M) Largest Sales this Quarter Amgen 126,041 shares (about $32.85M)UnitedHealth Group 52,895 shares (about $26.76M)Netflix 23,088 shares (about $20.58M)SPDR S&P Biotech ETF 227,549 shares (about $20.49M)American Tower 75,927 shares (about $13.93M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlpha Cubed Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$162,931,672$3,046,858 ▼-1.8%650,6347.4%Computer and TechnologyMSFTMicrosoft$112,968,754$4,223,430 ▲3.9%268,0165.2%Computer and TechnologyAMZNAmazon.com$107,459,858$1,053,730 ▲1.0%489,8124.9%Retail/WholesaleGOOGLAlphabet$101,692,170$1,939,379 ▲1.9%537,2014.6%Computer and TechnologyPANWPalo Alto Networks$85,059,749$42,924,000 ▲101.9%467,4643.9%Computer and TechnologyBRK.BBerkshire Hathaway$82,511,346$1,167,194 ▲1.4%182,0323.8%FinanceNVDANVIDIA$82,202,244$2,624,294 ▼-3.1%612,1253.8%Computer and TechnologyJPMJPMorgan Chase & Co.$68,236,093$9,945,329 ▲17.1%284,6613.1%FinanceMETAMeta Platforms$60,228,800$12,207,828 ▼-16.9%102,8662.8%Computer and TechnologyPWRQuanta Services$59,522,772$431,409 ▲0.7%188,3332.7%ConstructionASMLASML$56,530,337$14,312,785 ▲33.9%81,5642.6%Computer and TechnologyAEPAmerican Electric Power$50,351,455$10,903,976 ▲27.6%545,9342.3%UtilitiesNEENextEra Energy$49,912,207$2,811,322 ▲6.0%696,2232.3%UtilitiesISRGIntuitive Surgical$49,402,470$2,686,528 ▼-5.2%94,6482.3%MedicalCATCaterpillar$45,396,050$3,110,660 ▲7.4%125,1412.1%Industrial ProductsNFLXNetflix$43,693,398$20,578,796 ▼-32.0%49,0212.0%Consumer DiscretionaryKOCoca-Cola$40,369,298$2,019,526 ▲5.3%648,3991.8%Consumer StaplesCMECME Group$39,841,106$1,177,405 ▼-2.9%171,5591.8%FinanceVVisa$37,778,874$548,647 ▲1.5%119,5381.7%Business ServicesDLRDigital Realty Trust$35,240,100$7,634,238 ▲27.7%198,7261.6%FinanceTSLATesla$28,935,136$7,488,405 ▼-20.6%71,6501.3%Auto/Tires/TrucksVBVanguard Small-Cap ETF$28,821,269$7,113,711 ▲32.8%119,9491.3%ETFETNEaton$27,323,359$572,804 ▼-2.1%82,3321.2%Industrial ProductsVZVerizon Communications$26,582,101$786,243 ▲3.0%664,7191.2%Computer and TechnologyCOSTCostco Wholesale$26,042,743$873,192 ▼-3.2%28,4231.2%Retail/WholesaleMCDMcDonald's$24,525,800$596,302 ▼-2.4%84,6041.1%Retail/WholesaleCSCOCisco Systems$24,509,399$658,778 ▼-2.6%414,0101.1%Computer and TechnologyMETMetLife$23,975,083$247,359 ▼-1.0%292,8081.1%FinanceHDHome Depot$22,949,400$9,753,602 ▲73.9%58,9971.0%Retail/WholesaleMRKMerck & Co., Inc.$22,814,506$217,761 ▼-0.9%229,3381.0%MedicalAMTAmerican Tower$22,209,733$13,925,812 ▼-38.5%121,0931.0%FinanceQCOMQUALCOMM$22,184,531$992,691 ▼-4.3%144,4121.0%Computer and TechnologyJNJJohnson & Johnson$21,593,852$2,024,686 ▼-8.6%149,3141.0%MedicalFISFidelity National Information Services$19,225,871$1,469,289 ▲8.3%238,0320.9%Business ServicesTXNTexas Instruments$18,634,216$255,014 ▲1.4%99,3770.9%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$18,504,779$4,045,442 ▲28.0%230,5320.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$18,416,041$4,476,390 ▼-19.6%172,3700.8%FinancePIMCO ETF TR$17,093,506$1,950,265 ▼-10.2%189,0460.8%ACTIVE BD ETFUNHUnitedHealth Group$16,720,475$26,757,110 ▼-61.5%33,0540.8%MedicalULUnilever$15,010,630$1,660,288 ▲12.4%264,7380.7%Consumer StaplesLMTLockheed Martin$14,413,135$10,422,553 ▼-42.0%29,6600.7%AerospaceLULULululemon Athletica$13,881,865$457,745 ▲3.4%36,3010.6%Consumer DiscretionaryCRWDCrowdStrike$13,675,109$13,353,136 ▲4,147.3%39,9670.6%Computer and TechnologyICEIntercontinental Exchange$12,751,260$472,512 ▲3.8%85,5730.6%FinanceCMGChipotle Mexican Grill$12,351,189$876,641 ▲7.6%204,8290.6%Retail/WholesaleQQQInvesco QQQ$11,440,441$325,657 ▲2.9%22,3780.5%FinanceCVXChevron$11,283,942$6,636,156 ▼-37.0%77,9060.5%Oils/EnergyUNPUnion Pacific$10,344,592$356,427 ▼-3.3%45,3630.5%TransportationTSMTaiwan Semiconductor Manufacturing$9,987,285$1,342,342 ▲15.5%50,5710.5%Computer and TechnologyLLYEli Lilly and Company$9,627,905$1,923,111 ▼-16.6%12,4710.4%MedicalGOOGAlphabet$9,603,199$26,471 ▲0.3%50,4260.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$9,062,378$78,136 ▲0.9%46,2770.4%ETFVOOVanguard S&P 500 ETF$8,961,374$1,912,751 ▲27.1%16,6320.4%ETFORCLOracle$7,884,024$88,652 ▲1.1%47,3120.4%Computer and TechnologySLBSchlumberger$7,859,892$7,677,010 ▲4,197.8%205,0050.4%Oils/EnergyRSReliance$6,878,247$3,500 ▲0.1%25,5450.3%Basic MaterialsSOXXiShares Semiconductor ETF$6,109,041$5,884,073 ▲2,615.5%28,3500.3%ETFPALANTIR TECHNOLOGIES INC$5,543,225$12,120,085 ▼-68.6%73,2940.3%CL AAMGNAmgen$5,350,377$32,851,075 ▼-86.0%20,5280.2%MedicalTOTLSPDR Doubleline Total Return Tactical ETF$5,070,335$1,895,098 ▲59.7%128,7210.2%ETFZTSZoetis$4,432,306$268,343 ▼-5.7%27,2040.2%MedicalSCHDSchwab US Dividend Equity ETF$4,392,110$2,958,872 ▲206.4%160,7650.2%ETFXOMExxon Mobil$4,371,622$93,908 ▼-2.1%40,6400.2%Oils/EnergyFIFiserv$4,174,545$143,794 ▼-3.3%20,3220.2%Business ServicesMGKVanguard Mega Cap Growth ETF$4,052,581$10,646 ▼-0.3%11,8010.2%ETFSPYSPDR S&P 500 ETF Trust$3,898,515$591,341 ▲17.9%6,6520.2%FinanceAVGOBroadcom$3,887,228$16,924 ▲0.4%16,7670.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$3,734,680$3,734,680 ▲New Holding49,3940.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$3,404,801$192,683 ▲6.0%43,6460.2%ETFMGVVanguard Mega Cap Value ETF$3,401,299$29,479 ▲0.9%27,2300.2%ETFAMDAdvanced Micro Devices$3,274,198$2,423,126 ▼-42.5%27,1070.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$3,091,118$375,752 ▲13.8%24,2270.1%ETFWMTWalmart$2,716,007$55,113 ▲2.1%30,0610.1%Retail/WholesaleSPHQInvesco S&P 500 Quality ETF$2,705,729$39,414 ▲1.5%40,3660.1%ETFSBUXStarbucks$2,592,675$1,320,017 ▼-33.7%28,4130.1%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$2,573,660$2,081,985 ▲423.4%18,7080.1%ETFWFCWells Fargo & Company$2,541,314$14,399 ▼-0.6%36,1800.1%FinanceVTIVanguard Total Stock Market ETF$2,516,244$455,892 ▼-15.3%8,6820.1%ETFXLREReal Estate Select Sector SPDR Fund$2,514,951$2,514,951 ▲New Holding61,8380.1%ETFFLOTiShares Floating Rate Bond ETF$2,482,603$36,837 ▲1.5%48,7930.1%ETFMAMastercard$2,363,571$531,264 ▼-18.4%4,4890.1%Business ServicesIWBiShares Russell 1000 ETF$2,356,439$31,574 ▲1.4%7,3140.1%ETFXLUUtilities Select Sector SPDR Fund$2,309,013$1,479,748 ▲178.4%30,5060.1%ETFIVViShares Core S&P 500 ETF$2,264,291$64,761 ▼-2.8%3,8460.1%ETFBACBank of America$2,084,065$135,981 ▼-6.1%47,4190.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,993,672$259,351 ▼-11.5%11,3770.1%ETFVMCVulcan Materials$1,883,9530.0%7,3240.1%ConstructionXLEEnergy Select Sector SPDR Fund$1,874,752$849,917 ▲82.9%21,8860.1%ETFADBEAdobe$1,873,882$4,728,284 ▼-71.6%4,2140.1%Computer and TechnologyVTVVanguard Value ETF$1,797,688$80,420 ▼-4.3%10,6180.1%ETFVXUSVanguard Total International Stock ETF$1,763,798$59,225 ▼-3.2%29,9300.1%ETFRTXRTX$1,753,929$1,060,782 ▼-37.7%15,1570.1%AerospacePGProcter & Gamble$1,618,825$57,504 ▼-3.4%9,6560.1%Consumer StaplesSCHWCharles Schwab$1,616,636$13,470 ▼-0.8%21,8430.1%FinanceIVWiShares S&P 500 Growth ETF$1,593,940$8,123 ▲0.5%15,6990.1%ETFABBVAbbVie$1,487,768$910,751 ▼-38.0%8,3720.1%MedicalVUGVanguard Growth ETF$1,424,753$114,112 ▲8.7%3,4710.1%ETFMOAltria Group$1,294,648$26,668 ▲2.1%24,7590.1%Consumer StaplesCTASCintas$1,294,612$75,638 ▼-5.5%7,0860.1%Business ServicesLINDE PLC$1,283,615$126,436 ▼-9.0%3,0660.1%SHSShowing largest 100 holdings. 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