HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
706,554 | +53,567 | $121,160 |
| AAPL | 706,554 | +53,567 | $121,160 |
| MICROSOFT CORP |
250,156 | -8,091 | $105,246 |
| MSFT | 250,156 | -8,091 | $105,246 |
| AMAZON COM INC |
457,741 | +16,025 | $82,567 |
| AMZN | 457,741 | +16,025 | $82,567 |
| ALPHABET INC |
542,078 | +40,942 | $81,816 |
| GOOGL | 542,078 | +40,942 | $81,816 |
 BERKSHIRE HATHAWAY INC DEL |
$70,552 | ||
| BRK.B | 167,773 | +4,380 | $70,552 |
| CME GROUP INC |
294,340 | +75,242 | $63,368 |
| CME | 294,340 | +75,242 | $63,368 |
| ASML HOLDING N V |
61,371 | -12,311 | $59,559 |
| ASML | 61,371 | -12,311 | $59,559 |
| NVIDIA CORPORATION |
59,096 | -2,709 | $53,397 |
| NVDA | 59,096 | -2,709 | $53,397 |
| PALO ALTO NETWORKS INC |
160,169 | -17,293 | $45,509 |
| PANW | 160,169 | -17,293 | $45,509 |
| AMERICAN TOWER CORP NEW |
221,065 | +107,355 | $43,680 |
| AMT | 221,065 | +107,355 | $43,680 |
| QUANTA SVCS INC |
167,109 | +28,449 | $43,415 |
| PWR | 167,109 | +28,449 | $43,415 |
| CATERPILLAR INC |
113,456 | +15,070 | $41,574 |
| CAT | 113,456 | +15,070 | $41,574 |
| NETFLIX INC |
67,835 | -1,459 | $41,198 |
| NFLX | 67,835 | -1,459 | $41,198 |
| JOHNSON & JOHNSON |
245,728 | +20,767 | $38,872 |
| JNJ | 245,728 | +20,767 | $38,872 |
| UNITEDHEALTH GROUP INC |
74,244 | +10,581 | $36,728 |
| UNH | 74,244 | +10,581 | $36,728 |
| JPMORGAN CHASE & CO |
182,458 | -26,503 | $36,546 |
| JPM | 182,458 | -26,503 | $36,546 |
| AMGEN INC |
126,416 | +1,032 | $35,942 |
| AMGN | 126,416 | +1,032 | $35,942 |
| COCA COLA CO |
574,888 | +136,864 | $35,172 |
| KO | 574,888 | +136,864 | $35,172 |
| AMERICAN ELEC PWR CO INC |
407,972 | +237,586 | $35,126 |
| AEP | 407,972 | +237,586 | $35,126 |
| NEXTERA ENERGY INC |
497,670 | +392,682 | $31,806 |
| NEE | 497,670 | +392,682 | $31,806 |
| VISA INC |
111,572 | -19,968 | $31,138 |
| V | 111,572 | -19,968 | $31,138 |
| MERCK & CO INC |
231,615 | -1,530 | $30,562 |
| MRK | 231,615 | -1,530 | $30,562 |
| INTUITIVE SURGICAL INC |
68,336 | -4,831 | $27,272 |
| ISRG | 68,336 | -4,831 | $27,272 |
| EATON CORP PLC |
78,657 | -2,367 | $24,594 |
| ETN | 78,657 | -2,367 | $24,594 |
| COSTCO WHSL CORP NEW |
33,516 | +2,221 | $24,555 |
| COST | 33,516 | +2,221 | $24,555 |
| MCDONALDS CORP |
86,453 | +3,402 | $24,375 |
| MCD | 86,453 | +3,402 | $24,375 |
| HALLIBURTON CO |
614,167 | +152,438 | $24,210 |
| HAL | 614,167 | +152,438 | $24,210 |
| ISHARES TR (LQD) |
202,344 | +86,632 | $22,039 |
| LQD | 202,344 | +86,632 | $22,039 |
| VERIZON COMMUNICATIONS INC |
511,171 | +143,826 | $21,449 |
| VZ | 511,171 | +143,826 | $21,449 |
| CISCO SYS INC |
427,991 | -376,361 | $21,361 |
| CSCO | 427,991 | -376,361 | $21,361 |
| PIMCO ETF TR (BOND) |
207,603 | +30,865 | $19,070 |
| BOND | 207,603 | +30,865 | $19,070 |
| METLIFE INC |
249,546 | +580 | $18,494 |
| MET | 249,546 | +580 | $18,494 |
| SPDR SER TR (XBI) |
188,204 | +89,671 | $17,859 |
| XBI | 188,204 | +89,671 | $17,859 |
| CHEVRON CORP NEW |
112,146 | +46,203 | $17,690 |
| CVX | 112,146 | +46,203 | $17,690 |
| QUALCOMM INC |
102,697 | -8,523 | $17,387 |
| QCOM | 102,697 | -8,523 | $17,387 |
| TEXAS INSTRS INC |
97,276 | -4,761 | $16,946 |
| TXN | 97,276 | -4,761 | $16,946 |
| UNITED PARCEL SERVICE INC |
108,574 | +5,069 | $16,137 |
| UPS | 108,574 | +5,069 | $16,137 |
| SHOPIFY INC |
204,072 | +67,400 | $15,748 |
| SHOP | 204,072 | +67,400 | $15,748 |
| FIDELITY NATL INFORMATION SV |
188,779 | +28,340 | $14,004 |
| FIS | 188,779 | +28,340 | $14,004 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
172,008 | +14,687 | $13,848 |
| VCIT | 172,008 | +14,687 | $13,848 |
| ZOETIS INC |
81,104 | -37,058 | $13,724 |
| ZTS | 81,104 | -37,058 | $13,724 |
| HOME DEPOT INC |
35,222 | +2,289 | $13,511 |
| HD | 35,222 | +2,289 | $13,511 |
| UNILEVER PLC |
245,556 | +112,838 | $12,324 |
| UL | 245,556 | +112,838 | $12,324 |
| UNION PAC CORP |
47,384 | -3,110 | $11,653 |
| UNP | 47,384 | -3,110 | $11,653 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
83,468 | -2,446 | $11,471 |
| ICE | 83,468 | -2,446 | $11,471 |
| ELI LILLY & CO |
14,727 | -784 | $11,457 |
| LLY | 14,727 | -784 | $11,457 |
| LOCKHEED MARTIN CORP |
24,813 | -16,636 | $11,287 |
| LMT | 24,813 | -16,636 | $11,287 |
| STARBUCKS CORP |
112,877 | -8,147 | $10,316 |
| SBUX | 112,877 | -8,147 | $10,316 |
| INVESCO QQQ TR |
22,595 | -3,149 | $10,033 |
| QQQ | 22,595 | -3,149 | $10,033 |
| ADOBE INC |
19,764 | -50,866 | $9,973 |
| ADBE | 19,764 | -50,866 | $9,973 |
See Full List: All Stocks Held By Alpha Cubed Investments LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Alpha Cubed Investments LLC
|
Size ($ in 1000's)
At 03/31/2024: $1,914,312 At 12/31/2023: $1,787,855 Alpha Cubed Investments LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alpha Cubed Investments LLC 13F filings. Link to 13F filings: SEC filings |
