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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
54
5
7
3
4
1
42
10
2
ALPHA CUBED INVESTMENTS LLC

Time Period2018-12-31

Total Holdings225

Total Value ($x1000)667,496
Activities
New11

Increased49

Unchanged31

Decreased134

Sold Out106

Top 10 Stock Holdingstotal 33.56%
AAPL4.71

SDY4.15

VCSH3.74

MSFT3.49

MCD3.1

 
KO3.05

VZ2.97

INTC2.92

AMGN2.75

JNJ2.68

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.71%
COM
SDY
4.15%
S&P DIVID ETF
VCSH
3.74%
SHRT TRM CORP BD
MSFT
3.49%
COM
MCD
3.1%
COM
KO
3.05%
COM
VZ
2.97%
COM
INTC
2.92%
COM
AMGN
2.75%
COM
JNJ
2.68%
COM
JPM
2.55%
COM
BHP
2.39%
SPONSORED ADR
UPS
2.32%
CL B
XOM
2.29%
COM
UTX
2.27%
COM
IEF
2.25%
7-10 Y TR BD ETF
ETN
2.12%
SHS
LMT
2.1%
COM
GOOGL
1.78%
CAP STK CL A
TOTL
1.75%
SPDR TR TACTIC
CSCO
1.7%
COM
TXN
1.63%
COM
ETFC
1.33%
COM NEW
DIS
1.26%
COM DISNEY
PANW
1.22%
COM
AMZN
1.19%
COM
WFC
1.12%
COM
NFLX
1.12%
COM
QQQ
1.04%
UNIT SER 1
BAC
0.98%
COM
SPY
0.97%
TR UNIT
FLOT
0.9%
FLTG RATE BD ETF
BRK.B
0.89%
CL B NEW
ADBE
0.87%
COM
UNP
0.86%
COM
PG
0.85%
COM
UNH
0.84%
COM
MBB
0.83%
MBS ETF
V
0.76%
COM CL A
BBY
0.76%
COM
AGG
0.75%
CORE TOTUSBD ETF
VO
0.69%
MID CAP ETF
IBB
0.66%
NASDQ BIOTEC ETF
XLF
0.61%
SBI INT-FINL
ICE
0.58%
COM
FB
0.56%
CL A
BA
0.56%
COM
PYPL
0.52%
COM
QCOM
0.51%
COM
VIG
0.51%
DIV APP ETF
ABBV
0.48%
COM
SBUX
0.48%
COM
AVGO
0.45%
COM
IWB
0.44%
RUS 1000 ETF
SHW
0.44%
COM
MGK
0.42%
MEGA GRWTH IND
VTI
0.42%
TOTAL STK MKT
VB
0.39%
SMALL CP ETF
MGV
0.39%
MEGA CAP VAL ETF
CAT
0.38%
COM
VMC
0.34%
COM
GOOG
0.34%
CAP STK CL C
HSY
0.31%
COM
WDAY
0.29%
CL A
AXP
0.29%
COM
AMJ
0.28%
ALERIAN ML ETN
EFA
0.27%
MSCI EAFE ETF
FTSM
0.26%
FIRST TR ENH NEW
GILD
0.25%
COM
GLD
0.25%
GOLD SHS
HD
0.24%
COM
ISRG
0.24%
COM NEW
FEYE
0.23%
COM
CVX
0.22%
COM
HON
0.2%
COM
NVDA
0.2%
COM
GBIL
0.2%
TREASURYACCESS
IVW
0.2%
S&P 500 GRWT ETF
ORCL
0.2%
COM
IVV
0.19%
CORE S&P500 ETF
WEC
0.19%
COM
COST
0.18%
COM
O
0.17%
COM
SCHV
0.16%
US LCAP VA ETF
MMM
0.16%
COM
KLAC
0.15%
COM
DWDP
0.15%
COM
XLK
0.15%
TECHNOLOGY
PFE
0.14%
COM
VOO
0.13%
SHS
MRK
0.12%
COM
EXG
0.12%
COM
IDV
0.11%
INTL SEL DIV ETF
IJR
0.11%
CORE S&P SCP ETF
T
0.1%
COM
ABT
0.1%
COM
VEU
0.1%
ALLWRLD EX US
AFL
0.09%
COM
NOBL
0.09%
S&P 500 ARISTO
BRK.A
0.09%
CL A
VUG
0.09%
GROWTH ETF
MO
0.09%
COM
EPD
0.09%
COM
MPC
0.09%
COM
SRE
0.09%
COM
ES
0.08%
COM
LOW
0.08%
COM
PEP
0.08%
COM
PM
0.08%
COM
ROST
0.08%
COM
MLAB
0.08%
COM
BSV
0.08%
SHORT TRM BOND
IBM
0.08%
COM
MA
0.07%
CL A
MCHI
0.07%
CHINA ETF
DUK
0.07%
COM NEW
AMX
0.07%
SPON ADR L SHS
SYK
0.07%
COM
WTER
0.07%
COM NEW
TGT
0.07%
COM
IEFA
0.07%
CORE MSCI EAFE
C
0.07%
COM NEW
USB
0.07%
COM NEW
AMOV
0.07%
SPON ADR A SHS
SPGI
0.06%
COM
ADP
0.06%
COM
CHFC
0.06%
COM
IVE
0.06%
S&P 500 VAL ETF
WMT
0.06%
COM
BR
0.06%
COM
FDN
0.06%
DJ INTERNT IDX
RTN
0.06%
COM NEW
NEE
0.06%
COM
NXPI
0.06%
COM
ETE
0.05%
COM UT LTD PTN
IJS
0.05%
SP SMCP600VL ETF
AMT
0.05%
COM
CI
0.05%
COM
ADI
0.05%
COM
IWF
0.05%
RUS 1000 GRW ETF
IJH
0.05%
CORE S&P MCP ETF
CRM
0.05%
COM
AKAM
0.05%
COM
DIA
0.05%
UT SER 1
LVS
0.05%
COM
ESS
0.05%
COM
PDP
0.05%
DWA MOMENTUM
COP
0.05%
COM
SPG
0.05%
COM
BMY
0.05%
COM
NKE
0.05%
CL B
GE
0.05%
COM
PEG
0.05%
COM
DE
0.05%
COM
GS
0.05%
COM
AABA
0.05%
COM
VTV
0.05%
VALUE ETF
CTAS
0.04%
COM
F
0.04%
COM PAR $0.01
CB
0.04%
COM
WDC
0.04%
COM
AMAT
0.04%
COM
GM
0.04%
COM
SCI
0.04%
COM
AX
0.04%
COM
ABM
0.04%
COM
BABA
0.04%
SPONSORED ADS
IWS
0.04%
RUS MDCP VAL ETF
BGT
0.04%
COM
HBC/PA
0.04%
ADR A 1/40PF A
OLP
0.04%
COM
SHY
0.04%
1-3 YR TR BD ETF
USMV
0.04%
USA MIN VOL ETF
SPYG
0.04%
S&P 500 GROWTH
APU
0.04%
UNIT L P INT
ITOT
0.04%
CORE S&P TTL STK
IWD
0.04%
RUS 1000 VAL ETF
PFF
0.04%
U.S. PFD STK ETF
MDT
0.04%
SHS
MDY
0.04%
UTSER1 S&PDCRP
PNC
0.04%
COM
ITW
0.04%
COM
FDX
0.04%
COM
D
0.03%
COM
LOOP
0.03%
COM
VOD
0.03%
SPNSR ADR NO PAR
PSX
0.03%
COM
SHV
0.03%
SHRT TRS BD ETF
MAR
0.03%
CL A
EMR
0.03%
COM
XMLV
0.03%
S&P MIDCP LOW
EBAY
0.03%
COM
IDA
0.03%
COM
DPZ
0.03%
COM
EOG
0.03%
COM
SUPN
0.03%
COM
MDLZ
0.03%
CL A
CORR
0.03%
COM NEW
HCN
0.03%
COM
EFV
0.03%
EAFE VALUE ETF
RDS/B
0.03%
SPON ADR B
MGC
0.03%
MEGA CAP INDEX
ALL
0.03%
COM
VOOV
0.03%
500 VAL IDX FD
ETG
0.03%
COM
KYN
0.03%
COM
BANC
0.03%
COM
BIT
0.03%
COM
SXCP
0.03%
COMUNIT REP LT
KMI
0.03%
COM
FRA
0.02%
COM
NRZ
0.02%
COM NEW
MYC
0.02%
COM
EVM
0.02%
COM
HYT
0.02%
COM
PHK
0.02%
COM SHS
ACB
0.02%
COM
MTG
0.02%
COM
HYB
0.02%
COM NEW
WETF
0.01%
COM
JCS
0.01%
COM
ATHX
< 0.01%
COM
(NOTE)
< 0.01%
PRN
CHK
< 0.01%
COM
FLL
< 0.01%
COM
SPYD
0.85%
SP500 HIGH DIV
URI
0.82%
COM
IAGG
0.59%
CORE INTL AGGR
RSCO
0.51%
SM CAP COMPLETE
NBIX
0.47%
COM
TLT
0.34%
20+ YR TR BD ETF
VXX
0.33%
IPATH S&P500 VIX
VWO
0.31%
FTSE EMR MKT ETF
ATVI
0.3%
COM
TWOK
0.28%
SPDR RUSSEL 2000
NTR
0.26%
COM
DG
0.21%
COM
GD
0.19%
COM
CMG
0.17%
COM
SMG
0.14%
CL A
NAZ
0.13%
COM
PFGC
0.1%
COM
VYM
0.1%
HIGH DIV YLD
BPT
0.09%
UNIT BEN INT
VEA
0.09%
FTSE DEV MKT ETF
TBT
0.09%
PSHS ULTSH 20YRS
BIIB
0.08%
COM
CMCSA
0.08%
CL A
GSK
0.08%
SPONSORED ADR
FTY
0.08%
REAL EST 50 ETF
DBC
0.07%
UNIT
VFH
0.06%
FINANCIALS ETF
LLY
0.06%
COM
TRV
0.06%
COM
EXC
0.06%
COM
EMB
0.06%
JP MOR EM MK ETF
FXG
0.05%
CONSUMR STAPLE
SLB
0.05%
COM
DYLS
0.05%
DYNAMIC LNG EQ
SHYG
0.05%
0-5YR HI YL CP
STIP
0.05%
0-5 YR TIPS ETF
LAG
0.05%
BRCLYS AGG ETF
GNR
0.05%
GLB NAT RESRCE
ACWI
0.05%
MSCI ACWI ETF
CI
0.05%
COM
LUV
0.05%
COM
VXF
0.05%
EXTEND MKT ETF
AWR
0.05%
COM
ADM
0.05%
COM
BND
0.05%
TOTAL BND MRKT
PWV
0.04%
DYNMC LRG VALU
FTSL
0.04%
SENIOR LN FD
CVS
0.04%
COM
BP
0.04%
SPONSORED ADR
GLW
0.04%
COM
TSS
0.04%
COM
FXU
0.04%
UTILITIES ALPH
ROP
0.04%
COM
SPDV
0.04%
AAM S&P 500
DLTR
0.04%
COM
GGG
0.04%
COM
TRGP
0.04%
COM
SQ
0.04%
CL A
SCHW
0.04%
COM
HII
0.03%
COM
CELG
0.03%
COM
SIVB
0.03%
COM
AB
0.03%
UNIT LTD PARTN
DAL
0.03%
COM NEW
PSF
0.03%
COM
FE
0.03%
COM
RBS/PS
0.03%
SP ADR PREF S
BX
0.03%
COM UNIT LTD
WBA
0.03%
COM
DPM
0.03%
COM UT LTD PTN
ABC
0.03%
COM
CTL
0.03%
COM
HE
0.03%
COM
UL
0.03%
SPON ADR NEW
BIL
0.03%
SPDR BLOOMBERG
DTE
0.03%
COM
ENB
0.03%
COM
CHKP
0.03%
ORD
LOPE
0.03%
COM
BIDU
0.03%
SPON ADR REP A
SNY
0.03%
SPONSORED ADR
NXST
0.03%
CL A
ICLR
0.03%
SHS
CWH
0.03%
CL A
MU
0.03%
COM
VNQ
0.03%
REIT ETF
MTUM
0.03%
MSCI USAMOMFCT
AEP
0.02%
COM
PAA
0.02%
UNIT LTD PARTN
HPT
0.02%
COM SH BEN INT
MMSI
0.02%
COM
CIBR
0.02%
FD NASDAQ CEA CYB
BKLN
0.02%
SR LN ETF
TIER
0.02%
COM NEW
BKNG
0.02%
COM
DLR
0.02%
COM
FXO
0.02%
FINLS ALPHADEX
FTNT
0.02%
COM
CATM
0.02%
CL A
MOH
0.02%
COM
PFXF
0.02%
PFD SECS EX FINL
SIRI
0.02%
COM
PMM
0.01%
COM
SAN
0.01%
ADR
MUX
< 0.01%
COM
(NOTE)
< 0.01%
PRN