Alpha Cubed Investments, LLC Purchases in Q4 2024

Alpha Cubed Investments, LLC

  • $2.18 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Lineage Inc
6.6K
New
N/A
6.6K $0
SKYHWS
Sky Harbour Group Corp Wt Exp
41.6K
+ 18.62%
N/A
265K $0
OXY
Occidental Petroleum Corp

Energy
180
+ 4.16%
$45.36 - $55.91 $8.16K - $10.1K
4.5K $222K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
24
+ 0.34%
$49.79 - $51.14 $1.19K - $1.23K
7.08K $354K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
261
+ 3.58%
$96.64 - $101.23 $25.2K - $26.4K
7.56K $732K
SLV
I Shares Silver Trust

ETFs
350
+ 4.32%
$26.33 - $31.74 $9.22K - $11.1K
8.46K $222K
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.5K
+ 202.82%
$25.79 - $80.4 $347K - $1.08M
20.1K $523K
OSK
Oshkosh Corp

Industrials
39
+ 1.11%
$93.84 - $115.52 $3.66K - $4.51K
3.54K $336K
MELI
Mercadolibre Inc

Consumer Cyclical
38
+ 16.45%
$1666.0 - $2117.3 $63.3K - $80.5K
269 $457K
DHR
Danaher Corp

Healthcare
164
+ 14.76%
$226.16 - $274.52 $37.1K - $45K
1.28K $292K
TIP
Ishares Tr Tips Bd ETF

ETFs
87
+ 1.15%
$106.33 - $110.69 $9.25K - $9.63K
7.67K $817K
ADI
Analog Devices Inc

Technology
1
+ 0.06%
$206.35 - $236.48 $206 - $236
1.62K $344K
URI
United Rentals, Inc.

Industrials
32
+ 6.21%
$704.44 - $880.32 $22.5K - $28.2K
547 $385K
TMO
Thermo Fisher Scientific Inc.

Healthcare
37
+ 6.31%
$501.29 - $612.85 $18.5K - $22.7K
623 $324K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
108K
+ 206.45%
$26.93 - $84.95 $2.92M - $9.2M
161K $4.39M
NNN
National Retail Properties, Inc.

Real Estate
115
+ 1.75%
$39.77 - $49.34 $4.57K - $5.67K
6.68K $272K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.99K
+ 142.64%
$22.01 - $66.82 $132K - $400K
10.2K $231K
MGV
Vanguard Mega Cap Value

ETFs
236
+ 0.87%
$124.06 - $133.48 $29.3K - $31.5K
27.2K $3.4M
ORCL
Oracle Corp

Technology
532
+ 1.14%
$165.41 - $192.43 $88K - $102K
47.3K $7.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.58K
+ 1.43%
$442.29 - $483.08 $1.14M - $1.24M
182K $82.5M
BBY
Best Buy CO Inc

Consumer Cyclical
304
+ 4.17%
$85.2 - $101.35 $25.9K - $30.8K
7.6K $651K
LOW
Lowes Companies Inc

Consumer Cyclical
70
+ 1.38%
$244.52 - $284.07 $17.1K - $19.9K
5.14K $1.27M
O
Realty Income Corp

Real Estate
749
+ 4.93%
$51.76 - $64.71 $38.8K - $48.5K
15.9K $851K
CAT
Caterpillar Inc

Industrials
8.58K
+ 7.36%
$360.37 - $416.88 $3.09M - $3.57M
125K $45.4M
UL
Unilever PLC

Consumer Defensive
29.3K
+ 12.44%
$56.7 - $64.64 $1.66M - $1.89M
265K $15M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.17K
+ 3.85%
$148.29 - $166.93 $470K - $529K
85.6K $12.8M
RS
Reliance Steel & Aluminum CO

Basic Materials
13
+ 0.05%
$264.2 - $326.32 $3.43K - $4.24K
25.5K $6.88M
VZ
Verizon Communications Inc

Communication Services
19.7K
+ 3.05%
$39.6 - $45.21 $779K - $889K
665K $26.6M
KO
Coca Cola CO

Consumer Defensive
32.4K
+ 5.27%
$61.74 - $71.71 $2M - $2.33M
648K $40.4M
NEE
Nextera Energy Inc

Utilities
39.2K
+ 5.97%
$69.77 - $85.43 $2.74M - $3.35M
696K $49.9M
Activity Summary
Buys All Purchases 131 New Holdings 27 Increased Positions 104 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Alpha Cubed Investments, LLC Portfolio

Follow Alpha Cubed Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Cubed Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Cubed Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email