Alpha Cubed Investments, LLC Reduced Holdings in Q3 2024

Alpha Cubed Investments, LLC

  • $2.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-226
- 0.54%
$109.72 - $119.0 $24.8K - $26.9K
41.5K $4.87M
T
At&T Inc.

Communication Services
-528
- 1.95%
$18.21 - $22.28 $9.61K - $11.8K
26.6K $585K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-105
- 0.25%
$76.94 - $79.54 $8.08K - $8.35K
41.2K $3.27M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-675
- 4.99%
$162.83 - $179.16 $110K - $121K
12.9K $2.3M
VTV
Vanguard Value ETF

ETFs
-408
- 3.55%
$159.75 - $174.57 $65.2K - $71.2K
11.1K $1.94M
SPGI
S&P Global Inc.

Financial Services
-15
- 1.01%
$446.32 - $527.38 $6.69K - $7.91K
1.47K $760K
BX
Blackstone Inc.

Financial Services
-213
- 4.03%
$120.77 - $159.66 $25.7K - $34K
5.07K $776K
UI
Ubiquiti Inc.

Technology
-400
- 14.3%
$147.13 - $221.72 $58.9K - $88.7K
2.4K $531K
LOW
Lowes Companies Inc

Consumer Cyclical
-242
- 4.56%
$213.3 - $270.78 $51.6K - $65.5K
5.07K $1.37M
BOND
Pimco Active Bond Exchange Tra

ETFs
-5.64K
- 2.61%
$90.01 - $95.32 $507K - $537K
211K $19.9M
RTX
Raytheon Technologies Corp

Industrials
-477
- 1.92%
$99.55 - $123.34 $47.5K - $58.8K
24.3K $2.95M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.35K
- 1.29%
$79.29 - $84.02 $186K - $197K
180K $15.1M
UNP
Union Pacific Corp

Industrials
-1.5K
- 3.1%
$221.78 - $256.09 $332K - $384K
46.9K $11.6M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.63K
- 1.67%
$106.11 - $113.72 $385K - $413K
214K $24.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
-6.88K
- 7.7%
$136.93 - $162.81 $942K - $1.12M
82.4K $13.2M
ORCL
Oracle Corp

Technology
-1.63K
- 3.36%
$125.9 - $170.35 $205K - $277K
46.8K $7.97M
HD
Home Depot, Inc.

Consumer Cyclical
-2.34K
- 6.46%
$333.64 - $405.2 $782K - $949K
33.9K $13.7M
UL
Unilever PLC

Consumer Defensive
-7.28K
- 3.0%
$54.7 - $65.59 $398K - $478K
235K $15.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-11.1K
- 10.93%
$191.76 - $263.26 $2.12M - $2.91M
90.2K $23.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.57K
- 1.78%
$245.82 - $304.51 $387K - $479K
86.7K $26.4M
KO
Coca Cola CO

Consumer Defensive
-7.59K
- 1.22%
$62.69 - $73.01 $476K - $554K
616K $44.3M
AAPL
Apple Inc.

Technology
-45.1K
- 6.37%
$207.23 - $234.82 $9.34M - $10.6M
663K $154M
UNH
Unitedhealth Group Inc

Healthcare
-438
- 0.51%
$488.01 - $604.18 $214K - $265K
85.9K $50.3M
AMT
American Tower Corp

Real Estate
-4.05K
- 2.02%
$192.27 - $242.73 $779K - $984K
197K $45.8M
Activity Summary
Buys All Purchases 105 New Holdings 15 Increased Positions 90 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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