Alpha Cubed Investments, LLC Portfolio Holdings
Alpha Cubed Investments, LLC
- $2.24 Billion
- Q3 2024
Alpha Cubed Investments, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.24 Billion distributed in 269 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $154M, Microsoft Corp with a value of $111M, Amazon Com Inc with a value of $90.4M, Alphabet Inc. with a value of $87.4M, and Berkshire Hathaway Inc Class B with a value of $82.6M.
Examining the 13F form we can see an increase of $146M in the current position value, from $2.09B to 2.24B.
Below you can find more details about Alpha Cubed Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.24 Billion
Technology: $624 Million
Financial Services: $258 Million
Communication Services: $250 Million
Healthcare: $234 Million
ETFs: $200 Million
Consumer Cyclical: $186 Million
Industrials: $182 Million
Utilities: $102 Million
Other: $203 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 269
- Current Value $2.24 Billion
- Prior Value $2.09 Billion
- Filing
- Period Q3 2024
- Filing Date October 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 15 stocks
- Additional Purchases 90 stocks
- Sold out of 0 stocks
- Reduced holdings in 125 stocks