Alpha Cubed Investments, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$2.25B
Signature - Title
Christina Walsh - Chief Complaince Officer
Location
Irvine, CA
Summary
This page shows a list of all the recent 13F filings made by Alpha Cubed Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alpha Cubed Investments, LLC reported 269 stock holdings with total value $2.25B as of Q3 2024. Top holdings included AAPL, MSFT, AMZN, GOOGL, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 269 $2.25B +$166M -$124M +$42.4M AAPL, MSFT, AMZN, GOOGL, BRKB 13F-HR 10/7/2024, 01:51 PM
Q2 2024 291 $2.1B +$287M -$116M +$172M AAPL, MSFT, GOOGL, AMZN, NVDA 13F-HR 7/15/2024, 03:24 PM
Q1 2024 294 $1.91B +$228M -$246M -$18.5M AAPL, MSFT, AMZN, GOOGL, BRKB 13F-HR 4/22/2024, 07:48 PM
Q4 2023 279 $1.79B +$242M -$109M +$133M AAPL, MSFT, GOOGL, AMZN, BRKB 13F-HR 2/5/2024, 05:22 PM
Q3 2023 260 $1.49B +$158M -$92.7M +$65.6M AAPL, MSFT, GOOGL, BRKB, AMZN 13F-HR 10/19/2023, 11:59 AM
Q2 2023 265 $1.48B +$122M -$127M -$5.69M AAPL, MSFT, AMZN, GOOGL, BRKB 13F-HR 7/20/2023, 10:17 AM
Q1 2023 282 $1.38B +$103M -$142M -$39M AAPL, MSFT, GOOGL, BRKB, CSCO 13F-HR 4/26/2023, 08:00 PM
Q4 2022 280 $1.32B +$171M -$232M -$61.2M AAPL, MSFT, JNJ, BRKB, MRK 13F-HR 1/25/2023, 07:34 AM
Q3 2022 256 $1.28B +$114M -$88.3M +$25.8M AAPL, MSFT, FLOT, JPM, JNJ 13F-HR 11/3/2022, 06:27 PM
Q2 2022 313 $1.38B +$146M -$95.5M +$50.8M AAPL, MSFT, VZ, FLOT, JPM 13F-HR 7/21/2022, 08:51 PM
Q1 2022 334 $1.56B +$217M -$115M +$102M AAPL, MSFT, JPM, FLOT, VCSH 13F-HR 4/21/2022, 08:01 PM
Q4 2021 273 $1.53B +$142M -$56.2M +$85.8M AAPL, MSFT, JPM, FLOT, VCSH 13F-HR 1/18/2022, 06:39 PM
Q3 2021 265 $1.33B +$95.6M -$134M -$38.2M AAPL, MSFT, JPM, VCSH, FLOT 13F-HR 10/26/2021, 12:01 PM
Q2 2021 267 $1.38B +$80.3M -$57M +$23.3M AAPL, MSFT, JPM, AMZN, VCSH 13F-HR 7/19/2021, 07:25 PM
Q1 2021 258 $1.29B +$165M -$94.1M +$71.3M AAPL, MSFT, JPM, AMZN, VCSH 13F-HR 4/22/2021, 08:59 PM
Q4 2020 259 $1.17B +$120M -$66.2M +$53.5M AAPL, MSFT, AMZN, VCSH, MINT 13F-HR 1/29/2021, 11:04 AM
Q3 2020 228 $1.05B +$151M -$40.6M +$110M AAPL, MSFT, VCSH, AMZN, MINT 13F-HR 10/14/2020, 12:16 PM
Q2 2020 219 $914M +$41.9M -$94M -$52M AAPL, MSFT, AMZN, VCSH, MINT 13F-HR 7/13/2020, 01:21 PM
Q1 2020 223 $832M +$132M -$124M +$7.52M AAPL, MSFT, VCSH, AMZN, MINT 13F-HR 4/10/2020, 03:32 PM
Q4 2019 255 $972M +$86.9M -$40.4M +$46.6M AAPL, MSFT, VCSH, VZ, AMGN 13F-HR 1/17/2020, 04:08 PM
Q3 2019 253 $857M +$51.8M -$72.1M -$20.3M AAPL, MSFT, VCSH, VZ, MCD 13F-HR 10/18/2019, 02:00 PM
Q2 2019 256 $864M +$85.8M -$74.1M +$11.7M AAPL, MSFT, VCSH, MCD, KO 13F-HR 7/19/2019, 01:21 PM
Q1 2019 244 $825M +$98.5M -$16.5M +$82M AAPL, SDY, MSFT, VCSH, MCD 13F-HR 4/25/2019, 09:44 PM
Q4 2018 225 $667M +$43.6M -$164M -$121M AAPL, SDY, VCSH, MSFT, MCD 13F-HR 1/29/2019, 05:18 PM
Q3 2018 320 $848M +$132M -$54.3M +$78.2M AAPL, VCSH, MSFT, AMGN, JPM 13F-HR 10/25/2018, 10:39 AM
Q2 2018 227 $776M +$58.9M -$59.9M -$1.02M AAPL, VCSH, MSFT, WDC, INTC 13F-HR 7/26/2018, 04:07 PM
Q1 2018 225 $766M +$61.7M -$61M +$745K AAPL, VCSH, WDC, MSFT, INTC 13F-HR 5/8/2018, 09:51 PM
Q4 2017 241 $766M +$89.6M -$22.4M +$67.2M AAPL, VCSH, MSFT, WDC, PG 13F-HR 2/9/2018, 05:04 PM
Q3 2017 230 $664M +$112M -$54.1M +$58.4M AAPL, VCSH, WDC, MSFT, PG 13F-HR 10/20/2017, 05:33 PM
Q2 2017 206 $582M +$98.4M -$16.7M +$81.7M AAPL, WDC, IEF, PG, VCSH 13F-HR 7/27/2017, 02:40 PM
Q1 2017 188 $489M +$126M -$76.4M +$49.5M AAPL, WDC, IEF, TOTL, VCSH 13F-HR 5/1/2017, 08:50 PM
Q4 2016 188 $417M +$80.3M -$41.5M +$38.8M AAPL, WDC, PG, MSFT, QCOM 13F-HR 1/30/2017, 10:54 AM
Q3 2016 177 $372M +$76.1M -$4.37M +$71.8M AAPL, PG, QCOM, WDC, MSFT 13F-HR 10/24/2016, 05:24 PM
Q2 2016 145 $290M +$35.9M -$70.6M -$34.6M AAPL, PG, MCD, GILD, QCOM Restatement 8/11/2016, 08:39 PM
Q1 2016 158 $328M +$48.5M -$101M -$52.9M AAPL, PG, GE, GM, GILD 13F-HR 5/9/2016, 07:02 PM
Q4 2015 176 $383M +$44.5M -$38.9M +$5.55M AAPL, PG, GILD, GM, GE 13F-HR 2/5/2016, 06:59 PM
Q3 2015 189 $367M +$72M -$58.5M +$13.5M AAPL, PG, GILD, GM, GE 13F-HR 11/9/2015, 04:25 PM
Q2 2015 183 $373M +$75.5M -$27.5M +$48M AAPL, GILD, PG, BAC, GE 13F-HR 8/3/2015, 03:46 PM
Q1 2015 174 $321M +$97.2M -$35.9M +$61.3M AAPL, GILD, PG, CSCO, BAC 13F-HR 5/12/2015, 09:39 PM
Q4 2014 138 $256M +$93.6M -$58.3M +$35.3M AAPL, GILD, ORCL, CSCO, BAC 13F-HR 1/29/2015, 05:38 PM
Q3 2014 145 $212M +$58.3M -$74M -$15.7M GILD, AAPL, BAC, JPM, DB 13F-HR 10/28/2014, 04:10 PM
Q2 2014 167 $224M +$57.4M -$28.9M +$28.5M GILD, AAPL, JPM, SDRL, CSCO 13F-HR 7/21/2014, 05:04 PM
Q1 2014 162 $193M +$41.7M -$132M -$90M JPM, GILD, BAC, AAPL, HIG 13F-HR 4/11/2014, 11:01 AM
Q4 2013 203 $280M $0 $0 JPM, GILD, AAPL, AMGN, BAC 13F-HR 3/6/2014, 08:09 PM