Alpha Cubed Investments 13F annual report
Alpha Cubed Investments is an investment fund managing more than $2.09 trillion ran by Christina Walsh. There are currently 242 companies in Mrs. Walsh’s portfolio. The largest investments include Apple Inc and Microsoft, together worth $259 billion.
Limited to 30 biggest holdings
$2.09 trillion Assets Under Management (AUM)
As of 8th July 2024, Alpha Cubed Investments’s top holding is 707,867 shares of Apple Inc currently worth over $149 billion and making up 7.1% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Alpha Cubed Investments owns more than approximately 0.1% of the company.
In addition, the fund holds 246,280 shares of Microsoft worth $110 billion, whose value fell approximately 0.1% in the past six months.
The third-largest holding is Alphabet Inc worth $109 billion and the next is Amazon.com worth $91.4 billion, with 472,778 shares owned.
Currently, Alpha Cubed Investments's portfolio is worth at least $2.09 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Alpha Cubed Investments
The Alpha Cubed Investments office and employees reside in Irvine, California. According to the last 13-F report filed with the SEC, Christina Walsh serves as the Chief Complaince Officer at Alpha Cubed Investments.
Recent trades
In the most recent 13F filing, Alpha Cubed Investments revealed that it had opened a new position in
Uber Technologies Inc and bought 32,474 shares worth $2.36 billion.
This means they effectively own approximately 0.1% of the company.
Uber Technologies Inc makes up
0.5%
of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Apple Inc by buying
54,880 additional shares.
This makes their stake in Apple Inc total 707,867 shares worth $149 billion.
Apple Inc dropped approximately 0.1% in the past year.
On the other hand, there are companies that Alpha Cubed Investments is getting rid of from its portfolio.
Alpha Cubed Investments closed its position in Ishares Tr on 15th July 2024.
It sold the previously owned 320,540 shares for $8.97 billion.
Christina Walsh also disclosed a decreased stake in Microsoft by approximately 0.1%.
This leaves the value of the investment at $110 billion and 246,280 shares.
One of the largest hedge funds
The two most similar investment funds to Alpha Cubed Investments are Paradigm Capital Management Inc/ny and Plancorp. They manage $2.09 trillion and $2.08 trillion respectively.
Christina Walsh investment strategy
Alpha Cubed Investments’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 23.9% of
the total portfolio value.
The fund focuses on investments in the United States as
47.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
46% of the total holdings value.
On the other hand, small-cap stocks make up only 3.7% of the portfolio.
The average market cap of the portfolio companies is close to $139 billion.
The complete list of Alpha Cubed Investments trades based on 13F SEC filings
These positions were updated on July 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
8.40%
707,867
|
$149,090,903,000 | 7.15% |
| Microsoft Corporation |
4.63%
246,280
|
$110,074,801,000 | 5.28% |
| Alphabet Inc |
6.81%
600,302
|
$109,416,522,000 | 5.24% |
| Amazon.com Inc. |
7.03%
472,778
|
$91,364,316,000 | 4.38% |
| NVIDIA Corp |
854.91%
590,185
|
$72,911,458,000 | 3.49% |
| Berkshire Hathaway Inc. |
6.60%
174,171
|
$70,852,656,000 | 3.40% |
| Palo Alto Networks Inc |
12.10%
198,940
|
$67,442,649,000 | 3.23% |
| Meta Platforms Inc |
429.88%
108,826
|
$54,872,289,000 | 2.63% |
| Asml Holding N V |
29.94%
51,624
|
$52,797,559,000 | 2.53% |
| AMGEN Inc. |
24.01%
155,484
|
$48,580,831,000 | 2.33% |
| Netflix Inc. |
2.65%
71,133
|
$48,006,239,000 | 2.30% |
| Quanta Svcs Inc |
27.51%
176,803
|
$44,923,868,000 | 2.15% |
| Unitedhealth Group Inc |
35.69%
86,387
|
$43,993,245,000 | 2.11% |
| Intuitive Surgical Inc |
30.03%
95,138
|
$42,322,139,000 | 2.03% |
| NextEra Energy Inc |
464.57%
592,733
|
$41,971,438,000 | 2.01% |
| Coca-Cola Co |
42.35%
623,549
|
$39,688,891,000 | 1.90% |
| American Tower Corp. |
76.83%
201,073
|
$39,084,510,000 | 1.87% |
| American Elec Pwr Co Inc |
148.51%
423,432
|
$37,151,897,000 | 1.78% |
| Caterpillar Inc. |
12.16%
110,354
|
$36,758,782,000 | 1.76% |
| Jpmorgan Chase Co. |
13.40%
180,952
|
$36,599,436,000 | 1.75% |
| CME Group Inc |
22.94%
168,845
|
$33,194,909,000 | 1.59% |
| Visa Inc |
12.76%
114,759
|
$30,120,741,000 | 1.44% |
| Costco Whsl Corp New |
8.25%
33,876
|
$28,793,914,000 | 1.38% |
| Merck Co Inc |
3.92%
223,998
|
$27,730,966,000 | 1.33% |
| Qualcomm, Inc. |
21.49%
135,116
|
$26,912,471,000 | 1.29% |
| Eaton Corp Plc |
6.23%
75,974
|
$23,821,535,000 | 1.14% |
| Johnson Johnson |
27.78%
162,457
|
$23,744,751,000 | 1.14% |
| Ishares Tr |
0.38%
348,232
|
$39,350,219,000 | 1.89% |
| Verizon Communications Inc |
48.47%
545,404
|
$22,492,442,000 | 1.08% |
| Mcdonalds Corp |
6.24%
88,234
|
$22,485,508,000 | 1.08% |
| Spdr Ser Tr |
77.97%
295,291
|
$28,234,381,000 | 1.35% |
| Tesla Inc |
44.54%
101,264
|
$20,038,120,000 | 0.96% |
| MetLife, Inc. |
14.51%
285,100
|
$20,011,169,000 | 0.96% |
| Cisco Sys Inc |
48.10%
417,452
|
$19,833,125,000 | 0.95% |
| Pimco Etf Tr |
20.50%
221,545
|
$20,228,941,000 | 0.97% |
| Texas Instrs Inc |
2.56%
99,426
|
$19,341,293,000 | 0.93% |
| Halliburton Co. |
23.76%
571,434
|
$19,303,039,000 | 0.93% |
| Chevron Corp. |
84.82%
121,876
|
$19,063,878,000 | 0.91% |
| Digital Rlty Tr Inc |
3,748.13%
123,525
|
$18,781,976,000 | 0.90% |
| Crowdstrike Holdings Inc |
32.96%
48,843
|
$18,716,149,000 | 0.90% |
| Lululemon Athletica inc. |
237.56%
58,968
|
$17,613,742,000 | 0.84% |
| Fidelity Natl Information Sv |
28.17%
205,631
|
$15,496,333,000 | 0.74% |
| Vanguard Scottsdale Fds |
0.15%
233,895
|
$18,363,241,000 | 0.88% |
| Unilever plc |
82.90%
242,740
|
$13,348,247,000 | 0.64% |
| Eli Lilly Co |
9.12%
14,097
|
$12,762,718,000 | 0.61% |
| Home Depot, Inc. |
10.12%
36,266
|
$12,484,138,000 | 0.60% |
| Intercontinental Exchange In |
3.92%
89,278
|
$12,221,270,000 | 0.59% |
| Lockheed Martin Corp. |
42.27%
23,930
|
$11,177,713,000 | 0.54% |
| Novo-nordisk A S |
458.37%
77,055
|
$10,998,831,000 | 0.53% |
| Union Pac Corp |
4.10%
48,425
|
$10,956,578,000 | 0.53% |
| United Parcel Service, Inc. |
23.70%
78,976
|
$10,807,862,000 | 0.52% |
| Chipotle Mexican Grill |
4,372.72%
164,104
|
$10,281,116,000 | 0.49% |
| Adobe Inc |
77.79%
15,685
|
$8,713,645,000 | 0.42% |
| Vanguard Specialized Funds |
26.79%
47,091
|
$8,596,471,000 | 0.41% |
| Advanced Micro Devices Inc. |
68.39%
50,643
|
$8,214,725,000 | 0.39% |
| Vanguard Index Fds |
41.28%
51,390
|
$16,074,344,000 | 0.77% |
| Reliance Inc. |
0.20%
25,532
|
$7,291,939,000 | 0.35% |
| Oracle Corp. |
0.01%
48,408
|
$6,835,140,000 | 0.33% |
| Bank America Corp |
59.39%
157,461
|
$6,262,214,000 | 0.30% |
| Exxon Mobil Corp. |
8.65%
41,739
|
$4,804,984,000 | 0.23% |
| Zoetis Inc |
77.90%
26,115
|
$4,527,358,000 | 0.22% |
| Schwab Strategic Tr |
41.82%
88,338
|
$6,717,579,000 | 0.32% |
| Ishares Tr |
Closed
320,540
|
$8,965,146,000 | |
| Vanguard World Fd |
5.18%
47,316
|
$9,023,339,000 | 0.43% |
| Spdr Sp 500 Etf Tr |
69.29%
6,902
|
$3,756,093,000 | 0.18% |
| Fiserv, Inc. |
85.79%
23,099
|
$3,442,675,000 | 0.16% |
| Vanguard Tax-managed Fds |
Closed
71,796
|
$3,439,050,000 | |
| Ssga Active Etf Tr |
20.32%
83,225
|
$3,305,697,000 | 0.16% |
| Vanguard Intl Equity Index F |
Closed
27,193
|
$2,797,616,000 | |
| Select Sector Spdr Tr |
Closed
47,304
|
$4,131,294,000 | |
| Invesco Exchange Traded Fd T |
19.83%
59,831
|
$5,126,317,000 | 0.25% |
| Walmart Inc |
297.73%
36,953
|
$2,502,059,000 | 0.12% |
| RTX Corp |
303.07%
24,801
|
$2,489,739,000 | 0.12% |
| Mastercard Incorporated |
18.26%
5,406
|
$2,384,997,000 | 0.11% |
| Uber Technologies Inc |
Opened
32,474
|
$2,360,210,000 | 0.11% |
| Abbvie Inc |
24.30%
13,679
|
$2,346,248,000 | 0.11% |
| Broadcom Inc. |
34.33%
1,444
|
$2,318,558,000 | 0.11% |
| Starbucks Corp. |
75.60%
29,526
|
$2,298,586,000 | 0.11% |
| Wells Fargo Co New |
10.35%
38,337
|
$2,276,831,000 | 0.11% |
| EBay Inc. |
Opened
39,121
|
$2,101,579,000 | 0.10% |
| Vanguard Whitehall Fds |
6.11%
17,440
|
$2,068,361,000 | 0.10% |
| First Solar Inc |
Opened
8,909
|
$2,008,623,000 | 0.10% |
| Procter And Gamble Co |
22.87%
11,501
|
$1,896,741,000 | 0.09% |
| Gilead Sciences, Inc. |
293.51%
26,731
|
$1,834,025,000 | 0.09% |
| Vulcan Matls Co |
1.35%
7,290
|
$1,812,877,000 | 0.09% |
| Select Sector Spdr Tr |
85.79%
37,403
|
$4,010,128,000 | 0.19% |
| Applied Matls Inc |
11.20%
6,971
|
$1,645,086,000 | 0.08% |
| Schwab Charles Corp |
Opened
22,288
|
$1,642,432,000 | 0.08% |
| Linde Plc. |
2.59%
3,685
|
$1,616,987,000 | 0.08% |
| Vanguard Intl Equity Index F |
6.59%
21,680
|
$1,608,222,000 | 0.08% |
| Twilio Inc |
Closed
18,915
|
$1,435,081,000 | |
| Disney Walt Co |
3.54%
14,269
|
$1,416,815,000 | 0.07% |
| Pepsico Inc |
23.85%
8,537
|
$1,407,986,000 | 0.07% |
| Nxp Semiconductors N V |
5.86%
5,108
|
$1,374,512,000 | 0.07% |
| Cintas Corporation |
4.57%
1,877
|
$1,314,388,000 | 0.06% |
| Vanguard Bd Index Fds |
Closed
16,427
|
$1,265,183,000 | |
| International Business Machs |
162.45%
7,165
|
$1,239,149,000 | 0.06% |
| Lowes Cos Inc |
8.99%
5,309
|
$1,170,416,000 | 0.06% |
| Baidu Inc |
Opened
13,470
|
$1,164,886,000 | 0.06% |
| Altria Group Inc. |
0.33%
24,195
|
$1,102,103,000 | 0.05% |
| Honeywell International Inc |
14.17%
4,674
|
$997,988,000 | 0.05% |
| Global X Fds |
Opened
33,728
|
$976,426,000 | 0.05% |
| Intel Corp. |
49.75%
31,152
|
$964,766,000 | 0.05% |
| Stryker Corp. |
25.08%
2,783
|
$946,916,000 | 0.05% |
| Realty Income Corp. |
1.11%
17,642
|
$931,844,000 | 0.04% |
| Taiwan Semiconductor Mfg Ltd |
10.40%
5,054
|
$878,436,000 | 0.04% |
| Deere Co |
1.46%
2,290
|
$855,613,000 | 0.04% |
| Salesforce Inc |
22.77%
3,316
|
$852,586,000 | 0.04% |
| Pfizer Inc. |
12.86%
30,277
|
$847,164,000 | 0.04% |
| Boeing Co. |
0.30%
4,613
|
$839,666,000 | 0.04% |
| Abbott Labs |
10.95%
7,621
|
$791,912,000 | 0.04% |
| Energy Transfer L P |
49.92%
48,562
|
$787,668,000 | 0.04% |
| Schwab Strategic Tr |
Closed
25,473
|
$1,479,933,000 | |
| Ross Stores, Inc. |
11.58%
5,077
|
$737,790,000 | 0.04% |
| Boston Omaha Corp |
226.48%
52,302
|
$703,985,000 | 0.03% |
| Fair Isaac Corp. |
4.56%
459
|
$683,295,000 | 0.03% |
| Sp Global Inc |
5.54%
1,487
|
$663,203,000 | 0.03% |
| Blackstone Inc |
3.15%
5,287
|
$654,531,000 | 0.03% |
| Capital Group Dividend Value |
Closed
21,244
|
$633,921,000 | |
| Vistra Corp |
Opened
7,145
|
$614,327,000 | 0.03% |
| Best Buy Co. Inc. |
42.52%
7,196
|
$606,551,000 | 0.03% |
| Sempra |
17.65%
7,949
|
$604,618,000 | 0.03% |
| Simon Ppty Group Inc New |
72.65%
3,945
|
$598,836,000 | 0.03% |
| KLA Corp. |
69.95%
724
|
$596,945,000 | 0.03% |
| Comcast Corp New |
17.37%
15,026
|
$588,418,000 | 0.03% |
| HDFC Bank Ltd. |
Opened
8,785
|
$565,139,000 | 0.03% |
| VanEck ETF Trust |
6.56%
19,236
|
$544,379,000 | 0.03% |
| Medtronic Plc |
Closed
6,526
|
$537,612,000 | |
| Huntington Bancshares, Inc. |
3.55%
40,150
|
$529,179,000 | 0.03% |
| Cigna Group (The) |
15.55%
1,583
|
$523,386,000 | 0.03% |
| Amplify Etf Tr |
Opened
8,050
|
$521,094,000 | 0.02% |
| Ishares Tr |
Opened
13,504
|
$1,032,129,000 | 0.05% |
| Att Inc |
9.10%
27,124
|
$518,331,000 | 0.02% |
| Nike, Inc. |
42.37%
6,761
|
$509,563,000 | 0.02% |
| First Tr Exchange-traded Fd |
0.89%
11,143
|
$509,347,000 | 0.02% |
| Lam Research Corp. |
69.99%
475
|
$505,804,000 | 0.02% |
| Allstate Corp (The) |
Opened
3,127
|
$499,257,000 | 0.02% |
| America Movil Sab De Cv |
161.19%
29,044
|
$493,748,000 | 0.02% |
| Trade Desk Inc |
6.80%
4,913
|
$479,853,000 | 0.02% |
| The Southern Co. |
5.64%
6,031
|
$467,853,000 | 0.02% |
| Enterprise Prods Partners L |
19.16%
16,055
|
$465,266,000 | 0.02% |
| Victory Portfolios II |
50.90%
7,862
|
$460,399,000 | 0.02% |
| Vertex Pharmaceuticals, Inc. |
Opened
982
|
$460,283,000 | 0.02% |
| Waste Mgmt Inc Del |
8.82%
2,147
|
$458,138,000 | 0.02% |
| Invesco Exch Traded Fd Tr Ii |
Closed
17,790
|
$444,394,000 | |
| Steris Plc |
Opened
2,000
|
$439,080,000 | 0.02% |
| Shopify Inc |
95.17%
6,599
|
$435,864,000 | 0.02% |
| Illinois Tool Wks Inc |
26.10%
1,836
|
$435,159,000 | 0.02% |
| Oneok Inc. |
4.98%
5,253
|
$428,396,000 | 0.02% |
| Norfolk Southn Corp |
2.01%
1,994
|
$428,092,000 | 0.02% |
| Target Corp |
Closed
2,950
|
$420,176,000 | |
| Arm Holdings Plc |
Opened
2,504
|
$409,704,000 | 0.02% |
| Ubiquiti Inc |
Opened
2,797
|
$407,411,000 | 0.02% |
| Schlumberger Ltd. |
117.47%
8,440
|
$398,199,000 | 0.02% |
| Palantir Technologies Inc. |
Opened
15,547
|
$393,806,000 | 0.02% |
| Spdr Gold Tr |
7.03%
1,825
|
$392,393,000 | 0.02% |
| Western Midstream Partners L |
Opened
9,830
|
$390,557,000 | 0.02% |
| Arista Networks Inc |
10.12%
1,110
|
$389,033,000 | 0.02% |
| Analog Devices Inc. |
6.32%
1,682
|
$383,933,000 | 0.02% |
| Oshkosh Corp |
Opened
3,500
|
$378,700,000 | 0.02% |
| American Express Co. |
20.44%
1,626
|
$376,387,000 | 0.02% |
| Super Micro Computer Inc |
Opened
457
|
$374,443,000 | 0.02% |
| WEC Energy Group Inc |
10.57%
4,770
|
$374,254,000 | 0.02% |
| Accenture Plc Ireland |
Closed
1,035
|
$363,192,000 | |
| Akamai Technologies Inc |
1.14%
4,000
|
$360,320,000 | 0.02% |
| Vanguard Admiral Fds Inc |
1.77%
2,018
|
$354,724,000 | 0.02% |
| Vanguard Mun Bd Fds |
Opened
7,055
|
$353,526,000 | 0.02% |
| Barclays Bank PLC |
Opened
10,968
|
$351,634,000 | 0.02% |
| Micron Technology Inc. |
Opened
2,659
|
$349,738,000 | 0.02% |
| Schwab Strategic Tr |
Opened
13,224
|
$778,675,000 | 0.04% |
| Thermo Fisher Scientific Inc. |
1.88%
627
|
$346,766,000 | 0.02% |
| Mondelez International Inc. |
13.02%
5,276
|
$345,279,000 | 0.02% |
| Motorola Solutions Inc |
Opened
886
|
$341,852,000 | 0.02% |
| Prudential Finl Inc |
Opened
2,887
|
$338,355,000 | 0.02% |
| Essex Ppty Tr Inc |
14.24%
1,229
|
$334,534,000 | 0.02% |
| Occidental Pete Corp |
17.39%
5,273
|
$332,357,000 | 0.02% |
| Main Str Cap Corp |
2.86%
6,579
|
$332,152,000 | 0.02% |
| MercadoLibre Inc |
29.72%
201
|
$330,323,000 | 0.02% |
| United Rentals, Inc. |
2.26%
498
|
$321,878,000 | 0.02% |
| AAON Inc. |
2.08%
3,675
|
$320,607,000 | 0.02% |
| General Mls Inc |
11.00%
4,969
|
$314,344,000 | 0.02% |
| Gaming Leisure Pptys Inc |
Opened
6,939
|
$313,718,000 | 0.02% |
| Regeneron Pharmaceuticals, Inc. |
Opened
296
|
$311,105,000 | 0.01% |
| Duke Energy Corp. |
6.68%
3,089
|
$309,580,000 | 0.01% |
| Leidos Holdings Inc |
Closed
2,811
|
$304,263,000 | |
| Philip Morris International Inc |
22.02%
3,000
|
$303,994,000 | 0.01% |
| Sherwin-Williams Co. |
8.78%
1,008
|
$300,799,000 | 0.01% |
| BP plc |
10.81%
8,216
|
$296,613,000 | 0.01% |
| Autodesk Inc. |
Closed
1,218
|
$296,559,000 | |
| Radnet Inc |
50.01%
4,999
|
$294,541,000 | 0.01% |
| Dominion Energy Inc |
13.96%
5,911
|
$289,639,000 | 0.01% |
| Axos Financial Inc. |
Opened
5,020
|
$286,893,000 | 0.01% |
| Granite Constr Inc |
Opened
4,553
|
$282,149,000 | 0.01% |
| Unum Group |
Opened
5,500
|
$281,105,000 | 0.01% |
| NNN REIT Inc |
Opened
6,557
|
$279,343,000 | 0.01% |
| Ishares Inc |
Closed
5,498
|
$278,070,000 | |
| Spdr Ser Tr |
Opened
1,424
|
$278,039,000 | 0.01% |
| Danaher Corp. |
Opened
1,107
|
$276,632,000 | 0.01% |
| Proshares Tr |
3.37%
2,814
|
$270,505,000 | 0.01% |
| GE Aerospace |
48.59%
1,691
|
$268,866,000 | 0.01% |
| Pioneer Nat Res Co |
Closed
1,191
|
$267,937,000 | |
| Flaherty Crumrine Pfd Secs |
No change
18,076
|
$267,351,000 | 0.01% |
| Edwards Lifesciences Corp |
Opened
2,869
|
$265,010,000 | 0.01% |
| Ishares Bitcoin Tr |
Opened
7,732
|
$263,970,000 | 0.01% |
| Spdr Dow Jones Indl Average |
49.31%
663
|
$259,319,000 | 0.01% |
| ServiceNow Inc |
46.15%
329
|
$258,814,000 | 0.01% |
| Ishares U S Etf Tr |
11.28%
5,135
|
$258,445,000 | 0.01% |
| Global X Fds |
Closed
7,400
|
$255,004,000 | |
| Fedex Corp |
Closed
1,001
|
$253,202,000 | |
| Middlesex Wtr Co |
Closed
3,840
|
$251,981,000 | |
| Global X Fds |
3.00%
12,776
|
$251,432,000 | 0.01% |
| Rockwell Automation Inc |
Closed
808
|
$250,868,000 | |
| VanEck ETF Trust |
Opened
949
|
$247,276,000 | 0.01% |
| Consolidated Edison, Inc. |
20.72%
2,756
|
$246,437,000 | 0.01% |
| Ishares Gold Tr |
Opened
5,603
|
$246,140,000 | 0.01% |
| Phillips 66 |
5.18%
1,740
|
$245,636,000 | 0.01% |
| Morgan Stanley |
Opened
2,507
|
$243,677,000 | 0.01% |
| Cohen Steers Select Pfd |
No change
12,298
|
$243,263,000 | 0.01% |
| Dimensional Etf Trust |
Opened
6,053
|
$237,717,000 | 0.01% |
| Gartner, Inc. |
Closed
525
|
$236,833,000 | |
| Alibaba Group Hldg Ltd |
Opened
3,262
|
$234,864,000 | 0.01% |
| Fs Kkr Cap Corp |
Closed
11,746
|
$234,568,000 | |
| Fortinet Inc |
Closed
4,005
|
$234,413,000 | |
| Nuveen Massachusets Qlt Mun |
No change
21,011
|
$233,432,000 | 0.01% |
| Automatic Data Processing In |
Closed
987
|
$229,859,000 | |
| Dominos Pizza Inc |
Opened
445
|
$229,767,000 | 0.01% |
| Moodys Corp |
2.25%
545
|
$229,407,000 | 0.01% |
| T-Mobile US Inc |
Opened
1,300
|
$229,034,000 | 0.01% |
| Nucor Corp. |
1.54%
1,447
|
$228,820,000 | 0.01% |
| Datadog Inc |
Opened
1,745
|
$226,309,000 | 0.01% |
| Marathon Pete Corp |
Opened
1,302
|
$225,871,000 | 0.01% |
| Travelers Companies Inc. |
43.95%
1,102
|
$224,081,000 | 0.01% |
| Terawulf Inc |
No change
50,082
|
$222,865,000 | 0.01% |
| Dbx Etf Tr |
Opened
5,341
|
$221,331,000 | 0.01% |
| Goldman Sachs Group, Inc. |
8.60%
489
|
$221,184,000 | 0.01% |
| Mamas Creations Inc |
No change
32,771
|
$220,877,000 | 0.01% |
| Eversource Energy |
22.05%
3,850
|
$218,334,000 | 0.01% |
| Spdr Ser Tr |
Closed
4,160
|
$218,114,000 | |
| Grayscale Bitcoin Tr Btc |
Opened
4,096
|
$218,071,000 | 0.01% |
| PayPal Holdings Inc |
Closed
3,522
|
$216,286,000 | |
| Vanguard Index Fds |
Closed
1,486
|
$215,438,000 | |
| Tjx Cos Inc New |
15.58%
1,950
|
$214,695,000 | 0.01% |
| Valero Energy Corp. |
Closed
1,644
|
$213,774,000 | |
| American Finl Group Inc Ohio |
Closed
1,782
|
$211,905,000 | |
| Capital Group Growth Etf |
Closed
7,500
|
$211,725,000 | |
| Kimberly-Clark Corp. |
Closed
1,737
|
$211,063,000 | |
| Church Dwight Co Inc |
19.80%
2,025
|
$209,952,000 | 0.01% |
| Chubb Limited |
Opened
821
|
$209,421,000 | 0.01% |
| Northrop Grumman Corp. |
38.53%
477
|
$208,147,000 | 0.01% |
| Xcel Energy Inc. |
Opened
3,889
|
$207,710,000 | 0.01% |
| Sunoco Lp/sunoco Fin Corp |
Closed
3,462
|
$207,478,000 | |
| Enbridge Inc |
Closed
5,732
|
$206,467,000 | |
| Check Point Software Tech Lt |
Opened
1,250
|
$206,250,000 | 0.01% |
| Bristol-Myers Squibb Co. |
Opened
4,957
|
$205,870,000 | 0.01% |
| Etf Managers Tr |
Closed
3,404
|
$205,646,000 | |
| Airbnb, Inc. |
Closed
1,510
|
$205,571,000 | |
| Service Corp Intl |
Closed
3,000
|
$205,350,000 | |
| Zscaler Inc |
Closed
925
|
$204,943,000 | |
| Ishares Silver Tr |
78.44%
7,711
|
$204,881,000 | 0.01% |
| Vanguard Scottsdale Fds |
Opened
2,667
|
$204,212,000 | 0.01% |
| Idexx Labs Inc |
34.84%
417
|
$203,162,000 | 0.01% |
| Arbor Realty Trust Inc. |
0.12%
13,200
|
$189,423,000 | 0.01% |
| Sky Harbour Group Corporatio |
Opened
18,835
|
$174,224,000 | 0.01% |
| Nuveen Ca Qualty Mun Income |
No change
14,355
|
$165,513,000 | 0.01% |
| GEE Group Inc |
170.81%
487,880
|
$149,584,000 | 0.01% |
| Blackrock Munihldngs Cali Ql |
No change
13,320
|
$147,852,000 | 0.01% |
| Calamos Conv Opportunities |
No change
12,300
|
$143,172,000 | 0.01% |
| Nuveen Pfd Income Opportun |
No change
15,899
|
$118,766,000 | 0.01% |
| Genworth Finl Inc |
Opened
19,000
|
$114,760,000 | 0.01% |
| Invesco Calif Value Mun Inco |
No change
10,550
|
$109,931,000 | 0.01% |
| Nicholas Finl Inc Bc |
Opened
14,575
|
$95,758,000 | 0.00% |
| Grab Holdings Limited |
No change
23,316
|
$82,772,000 | 0.00% |
| Liberty All Star Equity Fd |
No change
11,570
|
$78,676,000 | 0.00% |
| Eaton Vance Tax-managed Glob |
Closed
10,005
|
$77,239,000 | |
| Pimco Strategic Income Fd |
No change
12,000
|
$74,520,000 | 0.00% |
| Credit Suisse High Yield Bd |
No change
35,000
|
$70,700,000 | 0.00% |
| Liberty All-star Growth Fd I |
No change
10,905
|
$58,233,000 | 0.00% |
| Porch Group Inc |
No change
28,500
|
$43,035,000 | 0.00% |
| New York Cmnty Bancorp Inc |
Opened
12,409
|
$39,957,000 | 0.00% |
| Asensus Surgical Inc |
No change
15,000
|
$4,995,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 280 holdings | |||
Hedge funds similar to Alpha Cubed Investments
- Chilton Capital Management
- Vr Adviser
- Silvant Capital Management
- Summit Partners Public Asset Management
- Laird Norton Wetherby Wealth Management
- Kimmeridge Management
- Paradigm Capital Management Inc/ny
- Plancorp
- Voyager Global Management L.P.
- St Germain D J Co Inc
- Texas Yale Capital
- Peak6 Investments
- Ninety One North America
- Optiver B.v