Alpha Cubed Investments, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC Alpha Cubed Investments, LLC | Institutional Filer | ▲ 1.90% | $2.75B | 297 |
Current Portfolio Holdings
Showing all 297 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 689K | $187.3M | 6.82% |
| 2 | MSFT | Microsoft Corporation | Technology | 304K | $147.2M | 5.36% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 613K | $141.4M | 5.15% |
| 4 | GOOGL | Alphabet Inc. | Technology | 445K | $139.1M | 5.07% |
| 5 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 373K | $113.3M | 4.13% |
| 6 | PWR | Quanta Services, Inc. | Industrials | 266K | $112.2M | 4.08% |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 209K | $105.2M | 3.83% |
| 8 | PANW | Palo Alto Networks, Inc. | Technology | 539K | $99.3M | 3.62% |
| 9 | AVGO | Broadcom Inc. | Technology | 272K | $94.0M | 3.42% |
| 10 | JPM | JPMorgan Chase & Co. | Financial Services | 287K | $92.6M | 3.37% |
| 11 | GS | The Goldman Sachs Group, Inc. | Financial Services | 102K | $89.9M | 3.27% |
| 12 | META | Meta Platforms, Inc. | Technology | 122K | $80.7M | 2.94% |
| 13 | AEP | American Electric Power Company, Inc. | Utilities | 644K | $74.3M | 2.71% |
| 14 | NEE | NextEra Energy, Inc. | Utilities | 899K | $72.2M | 2.63% |
| 15 | CAT | Caterpillar Inc. | Industrials | 125K | $71.7M | 2.61% |
Showing 1 to 15 of 297 holdings