Alpha Cubed Investments, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Alpha Cubed Investments, LLC held in its portfolio 294 assets valued at $2,922,313,765 (i.e. $2.92B).
The most valuable assets in the portfolio included: APPLE INC ($187.31M), NVIDIA CORPORATION ($176.42M), and MICROSOFT CORP ($147.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 294 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Alpha Cubed Investments, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 688984 | 187307266 | COM |
| NVIDIA CORPORATION | 946019 | 176420917 | COM |
| MICROSOFT CORP | 304424 | 147225774 | COM |
| AMAZON COM INC | 612612 | 141403063 | COM |
| ALPHABET INC | 444568 | 139149683 | CAP STK CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 372811 | 113293489 | SPONSORED ADS |
| QUANTA SVCS INC | 265745 | 112160455 | COM |
| BERKSHIRE HATHAWAY INC DEL | 209372 | 105240704 | CL B NEW |
| PALO ALTO NETWORKS INC | 539031 | 99289510 | COM |
| BROADCOM INC | 271576 | 93992576 | COM |
| JPMORGAN CHASE & CO. | 287260 | 92560792 | COM |
| GOLDMAN SACHS GROUP INC | 102288 | 89910914 | COM |
| META PLATFORMS INC | 122236 | 80686826 | CL A |
| AMERICAN ELEC PWR CO INC | 644401 | 74305878 | COM |
| NEXTERA ENERGY INC | 898899 | 72163572 | COM |
| CATERPILLAR INC | 125238 | 71745234 | COM |
| INTUITIVE SURGICAL INC | 102781 | 58211047 | COM NEW |
| UNITEDHEALTH GROUP INC | 129302 | 42683737 | COM |
| INTERCONTINENTAL EXCHANGE IN | 260129 | 42130445 | COM |
| ADVANCED MICRO DEVICES INC | 151310 | 32404450 | COM |
| LOCKHEED MARTIN CORP | 61945 | 29960902 | COM |
| ELI LILLY & CO | 27402 | 29447978 | COM |
| CISCO SYS INC | 362454 | 27919828 | COM |
| ASML HOLDING N V | 25943 | 27755848 | N Y REGISTRY SHS |
| CHEVRON CORP NEW | 179445 | 27349194 | COM |
| COSTCO WHSL CORP NEW | 31316 | 27005014 | COM |
| VERIZON COMMUNICATIONS INC | 649377 | 26449143 | COM |
| EATON CORP PLC | 80095 | 25511019 | SHS |
| ISHARES TR | 225865 | 24888085 | IBOXX INV CP ETF |
| CME GROUP INC | 90606 | 24742641 | COM |
| NETFLIX INC | 256628 | 24061441 | COM |
| VISA INC | 66932 | 23473769 | COM CL A |
| CROWDSTRIKE HLDGS INC | 49424 | 23167994 | CL A |
| MCDONALDS CORP | 75283 | 23008620 | COM |
| ORACLE CORP | 114742 | 22364374 | COM |
| PIMCO ETF TR | 239469 | 22289798 | ACTIVE BD ETF |
| JOHNSON & JOHNSON | 103844 | 21490443 | COM |
| VANGUARD STAR FDS | 276853 | 20885765 | VG TL INTL STK F |
| COCA COLA CO | 291563 | 20383201 | COM |
| TESLA INC | 44465 | 19996800 | COM |
| PALANTIR TECHNOLOGIES INC | 104938 | 18652730 | CL A |
| VANGUARD SCOTTSDALE FDS | 222225 | 18611317 | INT-TERM CORP |
| UNILEVER PLC | 242595 | 15865713 | SPON ADR NEW |
| VULCAN MATLS CO | 54589 | 15570013 | COM |
| HOME DEPOT INC | 44365 | 15266053 | COM |
| DIGITAL RLTY TR INC | 98467 | 15233854 | COM |
| ALPHABET INC | 47839 | 15012009 | CAP STK CL C |
| TEXAS INSTRS INC | 84347 | 14633301 | COM |
| ACCENTURE PLC IRELAND | 53828 | 14442052 | SHS CLASS A |
| INVESCO QQQ TR | 21196 | 13021042 | UNIT SER 1 |
| ABBVIE INC | 55654 | 12716383 | COM |
| QUEST DIAGNOSTICS INC | 69931 | 12135147 | COM |
| UNION PAC CORP | 44973 | 10403114 | COM |
| METLIFE INC | 129114 | 10192280 | COM |
| AMERICAN TOWER CORP NEW | 55307 | 9710221 | COM |
| VANGUARD INDEX FDS | 15183 | 9521417 | S&P 500 ETF SHS |
| VANGUARD SPECIALIZED FUNDS | 39650 | 8714329 | DIV APP ETF |
| MERCK & CO INC | 64947 | 6836355 | COM |
| RELIANCE INC | 22021 | 6361206 | COM |
| WALMART INC | 53082 | 5913871 | COM |
| APPLIED MATLS INC | 19354 | 4973696 | COM |
| EXXON MOBIL CORP | 39685 | 4775668 | COM |
| SPDR S&P 500 ETF TR | 6760 | 4609447 | TR UNIT |
| SCHWAB STRATEGIC TR | 164993 | 4525761 | US DIVIDEND EQ |
| SHOPIFY INC | 26816 | 4316572 | CL A SUB VTG SHS |
| AMGEN INC | 12659 | 4143503 | COM |
| VANGUARD INDEX FDS | 15607 | 4025708 | SMALL CP ETF |
| VANGUARD WORLD FD | 9626 | 3973324 | MEGA GRWTH IND |
| VANGUARD SCOTTSDALE FDS | 48915 | 3899971 | SHRT TRM CORP BD |
| WELLS FARGO CO NEW | 40807 | 3803211 | COM |
| SSGA ACTIVE ETF TR | 90132 | 3627817 | STATE STREET DOU |
| KLA CORP | 2725 | 3311093 | COM NEW |
| VANGUARD WORLD FD | 23242 | 3280841 | MEGA CAP VAL ETF |
| VANGUARD WHITEHALL FDS | 21661 | 3108835 | HIGH DIV YLD |
| QUALCOMM INC | 18032 | 3084386 | COM |
| BANK AMERICA CORP | 53339 | 2933654 | COM |
| INTERNATIONAL BUSINESS MACHS | 9797 | 2901929 | COM |
| ISHARES TR | 4197 | 2874707 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 8305 | 2784323 | TOTAL STK MKT |
| RTX CORPORATION | 14720 | 2699560 | COM |
| SPDR SERIES TRUST | 22506 | 2471415 | STATE STREET SPD |
| INVESCO EXCHANGE TRADED FD T | 32090 | 2408365 | S&P500 QUALITY |
| ISHARES TR | 6324 | 2361821 | RUS 1000 ETF |
| SCHWAB CHARLES CORP | 22740 | 2271925 | COM |
| ISHARES TR | 44410 | 2258710 | FLTG RATE NT ETF |
| SELECT SECTOR SPDR TR | 13278 | 2055434 | STATE STREET HEA |
| ISHARES TR | 16305 | 2009753 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 9954 | 1901066 | VALUE ETF |
| STARBUCKS CORP | 22496 | 1894419 | COM |
| MASTERCARD INCORPORATED | 3198 | 1825461 | CL A |
| LAM RESEARCH CORP | 10356 | 1772780 | COM NEW |
| VANGUARD INDEX FDS | 3186 | 1554326 | GROWTH ETF |
| MERCADOLIBRE INC | 768 | 1546952 | COM |
| ISHARES TR | 14918 | 1490008 | CORE US AGGBD ET |
| ALTRIA GROUP INC | 25568 | 1474229 | COM |
| PROCTER AND GAMBLE CO | 10267 | 1471314 | COM |
| WORLD GOLD TR | 16701 | 1425764 | SPDR GLD MINIS |
| NUVEEN ARIZONA QLTY MUN INC | 119300 | 1417286 | COM |
| ROBINHOOD MKTS INC | 12441 | 1407077 | COM CL A |
| SELECT SECTOR SPDR TR | 9639 | 1387732 | STATE STREET TEC |
| VANGUARD INDEX FDS | 4727 | 1371932 | MID CAP ETF |
| GE AEROSPACE | 4427 | 1363668 | COM NEW |
| NXP SEMICONDUCTORS N V | 6281 | 1363354 | COM |
| ISHARES GOLD TR | 31689 | 1362310 | SHARES REPRESENT |
| SELECT SECTOR SPDR TR | 33709 | 1360158 | STATE STREET REA |
| INVESCO EXCHANGE TRADED FD T | 7033 | 1347180 | S&P500 EQL WGT |
| SELECT SECTOR SPDR TR | 29726 | 1269021 | STATE STREET UTI |
| ISHARES SILVER TR | 19539 | 1258702 | ISHARES |
| CITIGROUP INC | 10627 | 1240065 | COM NEW |
| BLACKSTONE INC | 7981 | 1230200 | COM |
| MARRIOTT INTL INC NEW | 3920 | 1216141 | CL A |
| BOEING CO | 5587 | 1212963 | COM |
| CINTAS CORP | 6398 | 1203281 | COM |
| LOWES COS INC | 4830 | 1164745 | COM |
| SELECT SECTOR SPDR TR | 25962 | 1160741 | STATE STREET ENE |
| LINDE PLC | 2591 | 1104749 | SHS |
| ISHARES TR | 11446 | 1099159 | MSCI EAFE ETF |
| DISNEY WALT CO | 9464 | 1076771 | COM |
| HONEYWELL INTL INC | 5398 | 1053011 | COM |
| SEMPRA | 11228 | 991340 | COM |
| SPDR GOLD TR | 2491 | 987208 | GOLD SHS |
| VANGUARD WORLD FD | 1301 | 981011 | INF TECH ETF |
| UBIQUITI INC | 1661 | 919114 | COM |
| ISHARES TR | 26797 | 908418 | US TELECOM ETF |
| TRAVELERS COMPANIES INC | 3117 | 904192 | COM |
| REALTY INCOME CORP | 15695 | 884741 | COM |
| VANECK ETF TRUST | 29974 | 880187 | FALLEN ANGEL HG |
| ISHARES TR | 1818 | 860466 | RUS 1000 GRW ETF |
| ROSS STORES INC | 4717 | 849720 | COM |
| ALIBABA GROUP HLDG LTD | 5667 | 830669 | SPONSORED ADS |
| SOUTHERN CO | 9504 | 828772 | COM |
| GILEAD SCIENCES INC | 6619 | 812435 | COM |
| FAIR ISAAC CORP | 470 | 794591 | COM |
| MAGNUM ICE CREAM CO NV | 48868 | 774558 | ORD SHS |
| ISHARES TR | 3874 | 769454 | MSCI USA QLT FCT |
| STRYKER CORPORATION | 2179 | 765853 | COM |
| PIMCO ETF TR | 7576 | 760166 | ENHAN SHRT MA AC |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| FIDELITY NATL INFORMATION SV | 11281 | 749713 | COM |
| S&P GLOBAL INC | 1414 | 739191 | COM |
| CORNING INC | 8430 | 738100 | COM |
| AT&T INC | 29259 | 726798 | COM |
| INTEL CORP | 19660 | 725450 | COM |
| CUMMINS INC | 1418 | 724014 | COM |
| BRISTOL-MYERS SQUIBB CO | 13383 | 721879 | COM |
| GLOBAL X FDS | 38011 | 718788 | US PFD ETF |
| VANGUARD SCOTTSDALE FDS | 9460 | 717541 | LG-TERM COR BD |
| SALESFORCE INC | 2666 | 706323 | COM |
| GE VERNOVA INC | 1055 | 689524 | COM |
| ISHARES TR | 4807 | 680159 | MSCI ACWI ETF |
| AMPLIFY ETF TR | 8331 | 669598 | AMPLIFY CYBERSEC |
| NORTHROP GRUMMAN CORP | 1166 | 665010 | COM |
| SIMON PPTY GROUP INC NEW | 3586 | 663786 | COM |
| UNITED PARCEL SERVICE INC | 6619 | 656539 | CL B |
| ISHARES TR | 5937 | 652541 | TIPS BD ETF |
| DEERE & CO | 1384 | 644429 | COM |
| ABBOTT LABS | 5089 | 637542 | COM |
| BOSTON OMAHA CORP | 51408 | 635917 | CL A COM STK |
| DUKE ENERGY CORP NEW | 5420 | 635267 | COM NEW |
| CARDINAL HEALTH INC | 3039 | 624515 | COM |
| ISHARES TR | 9365 | 618090 | CORE S&P MCP ETF |
| SCHWAB STRATEGIC TR | 18869 | 615495 | US LCAP GR ETF |
| ADOBE INC | 1712 | 599183 | COM |
| MORGAN STANLEY | 3267 | 580079 | COM NEW |
| ISHARES TR | 3839 | 571900 | ESG AWR MSCI USA |
| PHILIP MORRIS INTL INC | 3554 | 570030 | COM |
| KKR & CO INC | 4411 | 562314 | COM |
| ISHARES INC | 8359 | 561892 | CORE MSCI EMKT |
| NORFOLK SOUTHN CORP | 1935 | 558769 | COM |
| SCHWAB STRATEGIC TR | 18857 | 558359 | US LCAP VA ETF |
| PEPSICO INC | 3808 | 546459 | COM |
| SELECT SECTOR SPDR TR | 4562 | 537039 | STATE STREET COM |
| ARISTA NETWORKS INC | 4063 | 532375 | COM SHS |
| SPDR DOW JONES INDL AVERAGE | 1104 | 530549 | UT SER 1 |
| HUNTINGTON BANCSHARES INC | 30130 | 522759 | COM |
| ISHARES BITCOIN TRUST ETF | 10428 | 517750 | SHS BEN INT |
| WEC ENERGY GROUP INC | 4860 | 512541 | COM |
| ISHARES TR | 1698 | 511320 | ISHARES SEMICDTR |
| VANECK ETF TRUST | 1388 | 499860 | SEMICONDUCTR ETF |
| ENERGY TRANSFER L P | 29800 | 491405 | COM UT LTD PTN |
| SERVICENOW INC | 3130 | 479485 | COM |
| VANGUARD MUN BD FDS | 9362 | 470839 | TAX EXEMPT BD |
| FIRST TR EXCHANGE-TRADED FD | 10148 | 465599 | SENIOR LN FD |
| AKAMAI TECHNOLOGIES INC | 5300 | 462425 | COM |
| SCHWAB STRATEGIC TR | 10206 | 461399 | FUNDAMENTAL INTL |
| VANGUARD TAX-MANAGED FDS | 7379 | 460978 | VAN FTSE DEV MKT |
| AMERICAN EXPRESS CO | 1237 | 457529 | COM |
| LUMENTUM HLDGS INC | 1212 | 446731 | COM |
| MAMAS CREATIONS INC | 32771 | 442081 | COM |
| OSHKOSH CORP | 3500 | 439705 | COM |
| ANALOG DEVICES INC | 1621 | 439615 | COM |
| SNOWFLAKE INC | 1999 | 438501 | COM SHS |
| ISHARES TR | 1743 | 436268 | MSCI USA MMENTM |
| ENTERPRISE PRODS PARTNERS L | 13601 | 436056 | COM |
| AMER STATES WTR CO | 6000 | 434880 | COM |
| MAIN STR CAP CORP | 6921 | 417960 | COM |
| VANGUARD INDEX FDS | 1326 | 417523 | LARGE CAP ETF |
| KINDER MORGAN INC DEL | 15030 | 413171 | COM |
| PFIZER INC | 16556 | 412240 | COM |
| ISHARES GOLD TR | 5035 | 408691 | ISHARES NEW |
| CHECK POINT SOFTWARE TECH LT | 2190 | 406376 | ORD |
| VANGUARD ADMIRAL FDS INC | 1983 | 406218 | 500 VAL IDX FD |
| ILLINOIS TOOL WKS INC | 1647 | 405761 | COM |
| SOUTHERN COPPER CORP | 2819 | 404442 | COM |
| ESSEX PPTY TR INC | 1543 | 403881 | COM |
| UNITED RENTALS INC | 498 | 402799 | COM |
| ETFS GOLD TR | 9618 | 395107 | PHYSCL GOLD SHS |
| WASTE MGMT INC DEL | 1788 | 392743 | COM |
| MICRON TECHNOLOGY INC | 1369 | 390852 | COM |
| NUCOR CORP | 2338 | 381316 | COM |
| XCEL ENERGY INC | 5067 | 374259 | COM |
| ISHARES TR | 3041 | 365426 | CORE S&P SCP ETF |
| TJX COS INC NEW | 2327 | 357450 | COM |
| MEDTRONIC PLC | 3701 | 355518 | SHS |
| ISHARES TR | 2357 | 350462 | CORE S&P TTL STK |
| SELECT SECTOR SPDR TR | 2891 | 345214 | STATE STREET CON |
| INVESCO EXCHANGE TRADED FD T | 5167 | 343694 | LARGE CAP VALUE |
| ENBRIDGE INC | 7112 | 340167 | COM |
| ONEOK INC NEW | 4548 | 334278 | COM |
| COMCAST CORP NEW | 11052 | 330344 | CL A |
| CSX CORP | 8876 | 321755 | COM |
| ISHARES TR | 3301 | 317424 | 7-10 YR TRSY BD |
| THE CIGNA GROUP | 1134 | 312072 | COM |
| CANADIAN PACIFIC KANSAS CITY | 4164 | 306595 | COM |
| MPLX LP | 5675 | 302874 | COM UNIT REP LTD |
| BROADRIDGE FINL SOLUTIONS IN | 1343 | 299828 | COM |
| CAPITAL ONE FINL CORP | 1220 | 295678 | COM |
| ISHARES TR | 7480 | 295072 | INTL SEL DIV ETF |
| CHIPOTLE MEXICAN GRILL INC | 7920 | 293040 | COM |
| VANGUARD SCOTTSDALE FDS | 4960 | 291301 | SHORT TERM TREAS |
| BANK NEW YORK MELLON CORP | 2507 | 291065 | COM |
| ISHARES TR | 3229 | 288866 | CORE MSCI EAFE |
| DIMENSIONAL ETF TRUST | 6132 | 285709 | US MKTWIDE VALUE |
| TWILIO INC | 2004 | 285049 | CL A |
| EXPEDIA GROUP INC | 1000 | 283310 | COM NEW |
| GENERAL MTRS CO | 3387 | 275397 | COM |
| DOMINION ENERGY INC | 4687 | 274611 | COM |
| UBER TECHNOLOGIES INC | 3359 | 274464 | COM |
| SCHWAB STRATEGIC TR | 10152 | 273190 | US LRG CAP ETF |
| ROCKET LAB CORP | 3839 | 267809 | COM |
| 3M CO | 1672 | 267610 | COM |
| CONSOLIDATED EDISON INC | 2683 | 266471 | COM |
| NEWMONT CORP | 2653 | 264902 | COM |
| ISHARES U S ETF TR | 5135 | 262399 | SHORT DURATION B |
| ISHARES TR | 1241 | 261032 | RUS 1000 VAL ETF |
| MOTOROLA SOLUTIONS INC | 677 | 259362 | COM NEW |
| MOODYS CORP | 507 | 259061 | COM |
| DANAHER CORPORATION | 1121 | 256700 | COM |
| BOOKING HOLDINGS INC | 47 | 251701 | COM |
| CORTEVA INC | 3673 | 246191 | COM |
| VANGUARD WORLD FD | 1325 | 245178 | UTILITIES ETF |
| PROSHARES TR | 2315 | 240922 | S&P 500 DV ARIST |
| DEUTSCHE BANK A G | 6240 | 240614 | NAMEN AKT |
| SCHWAB STRATEGIC TR | 9135 | 239617 | US BRD MKT ETF |
| T-MOBILE US INC | 1173 | 238180 | COM |
| NUVEEN MASSACHUSETS QLT MUN | 21011 | 238055 | COM |
| NASDAQ INC | 2414 | 234472 | COM |
| JABIL INC | 1026 | 233974 | COM |
| BRITISH AMERN TOB PLC | 4113 | 232878 | SPONSORED ADR |
| GRANITE CONSTR INC | 1951 | 225048 | COM |
| UNITED AIRLS HLDGS INC | 2002 | 223864 | COM |
| ALPS ETF TR | 4757 | 223651 | ALERIAN MLP |
| WESTERN MIDSTREAM PARTNERS L | 5649 | 223152 | COM UNIT LP INT |
| INTUIT | 336 | 222542 | COM |
| ISHARES ETHEREUM TR | 9858 | 221115 | SHS |
| PIMCO MUN INCOME FD II | 29201 | 220178 | COM |
| ALLSTATE CORP | 1052 | 218926 | COM |
| THERMO FISHER SCIENTIFIC INC | 371 | 214856 | COM |
| WORKDAY INC | 1000 | 214780 | CL A |
| CONSTELLATION ENERGY CORP | 603 | 213051 | COM |
| SELECT SECTOR SPDR TR | 3872 | 212088 | STATE STREET FIN |
| LINCOLN EDL SVCS CORP | 8750 | 211313 | COM |
| SERVICE CORP INTL | 2700 | 210519 | COM |
| JOHNSON CTLS INTL PLC | 1724 | 206449 | SHS |
| NATERA INC | 900 | 206181 | COM |
| FISERV INC | 3063 | 205742 | COM |
| VANGUARD WORLD FD | 813 | 204265 | MEGA CAP INDEX |
| HDFC BANK LTD | 5570 | 203528 | SPONSORED ADS |
| CHENIERE ENERGY INC | 1047 | 203445 | COM NEW |
| PNC FINL SVCS GROUP INC | 969 | 202259 | COM |
| AUTODESK INC | 680 | 201287 | COM |
| AXON ENTERPRISE INC | 353 | 200479 | COM |
| CALAMOS CONV OPPORTUNITIES & | 16808 | 176148 | SH BEN INT |
| SKY HARBOUR GROUP CORPORATIO | 271083 | 175147 | *W EXP 01/25/202 |
| SKY HARBOUR GROUP CORPORATIO | 18220 | 163433 | COM CL A |
| NUVEEN PFD & INCOME OPPORTUN | 16109 | 130644 | COM |
| GAMCO GLOBAL GOLD NAT RES & | 23305 | 120253 | COM SH BEN INT |
| GRAB HOLDINGS LIMITED | 23316 | 116347 | CLASS A ORD |
| PIMCO HIGH INCOME FD | 21019 | 102151 | COM SHS |
| NEW MTN FIN CORP | 10164 | 93615 | COM |
| ABSCI CORPORATION | 26230 | 91543 | COM |
| CREDIT SUISSE HIGH YIELD CRE | 35000 | 70000 | SH BEN INT |
| OLD MKT CAP CORP | 13405 | 69438 | COM |
| PIMCO STRATEGIC INCOME FD | 12000 | 66840 | COM |
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