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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
67
7
14
3
4
2
50
16
10
ALPHA CUBED INVESTMENTS LLC

Time Period2018-09-30

Total Holdings320

Total Value ($x1000)858,360
Activities
New107

Increased112

Unchanged27

Decreased74

Sold Out14

Top 10 Stock Holdingstotal 27.96%
AAPL5.13

VCSH3.19

MSFT3.17

AMGN2.45

JPM2.41

 
XOM2.36

VZ2.34

KO2.33

UTX2.29

UPS2.29

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.13%
COM
VCSH
3.19%
SHRT TRM CORP BD
MSFT
3.17%
COM
AMGN
2.45%
COM
JPM
2.41%
COM
XOM
2.36%
COM
VZ
2.34%
COM
KO
2.33%
COM
UTX
2.29%
COM
UPS
2.29%
CL B
JNJ
2.28%
COM
MCD
2.28%
COM
INTC
2.2%
COM
LMT
2.15%
COM
ETN
1.92%
SHS
IEF
1.91%
7-10 Y TR BD ETF
CAT
1.84%
COM
FLOT
1.82%
FLTG RATE BD ETF
SDY
1.82%
S&P DIVID ETF
BHP
1.77%
SPONSORED ADR
DWDP
1.77%
COM
IEFA
1.69%
CORE MSCI EAFE
TOTL
1.46%
SPDR TR TACTIC
CSCO
1.4%
COM
GOOGL
1.4%
CAP STK CL A
ETFC
1.17%
COM NEW
NFLX
1.14%
COM
WFC
1.13%
COM
DIS
1.05%
COM DISNEY
QQQ
0.95%
UNIT SER 1
AMZN
0.94%
COM
BAC
0.94%
COM
PANW
0.93%
COM
SPYD
0.85%
SP500 HIGH DIV
URI
0.82%
COM
BBY
0.8%
COM
SPY
0.77%
TR UNIT
TXN
0.77%
COM
ADBE
0.77%
COM
UNH
0.74%
COM
MBB
0.68%
MBS ETF
V
0.66%
COM CL A
PG
0.64%
COM
AGG
0.63%
CORE TOTUSBD ETF
IAGG
0.59%
CORE INTL AGGR
IBB
0.58%
NASDQ BIOTEC ETF
VO
0.57%
MID CAP ETF
BRK.B
0.57%
CL B NEW
GS
0.56%
COM
FB
0.52%
CL A
RSCO
0.51%
SM CAP COMPLETE
BA
0.5%
COM
QCOM
0.47%
COM
NBIX
0.47%
COM
VIG
0.42%
DIV APP ETF
VB
0.41%
SMALL CP ETF
ICE
0.41%
COM
HD
0.36%
COM
ABBV
0.36%
COM
XLF
0.35%
SBI INT-FINL
TLT
0.34%
20+ YR TR BD ETF
IWB
0.34%
RUS 1000 ETF
SHW
0.33%
COM
VXX
0.33%
IPATH S&P500 VIX
MGK
0.31%
MEGA GRWTH IND
VWO
0.31%
FTSE EMR MKT ETF
ATVI
0.3%
COM
MGV
0.3%
MEGA CAP VAL ETF
NVDA
0.29%
COM
TWOK
0.28%
SPDR RUSSEL 2000
SBUX
0.28%
COM
VTI
0.28%
TOTAL STK MKT
GOOG
0.28%
CAP STK CL C
AMJ
0.27%
ALERIAN ML ETN
NTR
0.26%
COM
HON
0.26%
COM
GILD
0.26%
COM
VMC
0.25%
COM
AXP
0.24%
COM
COST
0.24%
COM
EFA
0.23%
MSCI EAFE ETF
IDV
0.23%
INTL SEL DIV ETF
HSY
0.23%
COM
CVX
0.21%
COM
DG
0.21%
COM
AMAT
0.21%
COM
ORCL
0.21%
COM
FEYE
0.2%
COM
IVV
0.19%
CORE S&P500 ETF
GD
0.19%
COM
AVGO
0.18%
COM
WDAY
0.18%
CL A
PFE
0.18%
COM
CMG
0.17%
COM
PYPL
0.16%
COM
T
0.16%
COM
GE
0.16%
COM
MMM
0.15%
COM
SCHV
0.15%
US LCAP VA ETF
WEC
0.15%
COM
SMG
0.14%
CL A
WMT
0.14%
COM
IVW
0.14%
S&P 500 GRWT ETF
KLAC
0.14%
COM
GLD
0.13%
GOLD SHS
NAZ
0.13%
COM
SHV
0.13%
SHRT TRS BD ETF
O
0.12%
COM
EXG
0.12%
COM
MRK
0.12%
COM
BMY
0.11%
COM
DUK
0.11%
COM NEW
IBM
0.11%
COM
SRE
0.11%
COM
PFGC
0.1%
COM
VYM
0.1%
HIGH DIV YLD
PDP
0.09%
DWA MOMENTUM
PM
0.09%
COM
EPD
0.09%
COM
BPT
0.09%
UNIT BEN INT
C
0.09%
COM NEW
ABT
0.09%
COM
IJR
0.09%
CORE S&P SCP ETF
VEA
0.09%
FTSE DEV MKT ETF
TBT
0.09%
PSHS ULTSH 20YRS
TGT
0.09%
COM
RTN
0.09%
COM NEW
MO
0.08%
COM
MPC
0.08%
COM
BIIB
0.08%
COM
LVS
0.08%
COM
CMCSA
0.08%
CL A
WDC
0.08%
COM
VUG
0.08%
GROWTH ETF
BSV
0.08%
SHORT TRM BOND
GSK
0.08%
SPONSORED ADR
FTY
0.08%
REAL EST 50 ETF
AMX
0.08%
SPON ADR L SHS
MAR
0.07%
CL A
KMI
0.07%
COM
BRK.A
0.07%
CL A
AFL
0.07%
COM
UNP
0.07%
COM
COP
0.07%
COM
PEP
0.07%
COM
ROST
0.07%
COM
F
0.07%
COM PAR $0.01
CHFC
0.07%
COM
DBC
0.07%
UNIT
ALL
0.07%
COM
IWF
0.06%
RUS 1000 GRW ETF
LOW
0.06%
COM
VFH
0.06%
FINANCIALS ETF
SYK
0.06%
COM
LLY
0.06%
COM
TRV
0.06%
COM
USB
0.06%
COM NEW
ES
0.06%
COM
ISRG
0.06%
COM NEW
MA
0.06%
CL A
BR
0.06%
COM
ADP
0.06%
COM
AMT
0.06%
COM
BABA
0.06%
SPONSORED ADS
MCHI
0.06%
CHINA ETF
EXC
0.06%
COM
SPGI
0.06%
COM
NXPI
0.06%
COM
ETE
0.06%
COM UT LTD PTN
VOO
0.06%
SHS
EMB
0.06%
JP MOR EM MK ETF
VEU
0.05%
ALLWRLD EX US
AMOV
0.05%
SPON ADR A SHS
SUPN
0.05%
COM
MLAB
0.05%
COM
FXG
0.05%
CONSUMR STAPLE
CTAS
0.05%
COM
AKAM
0.05%
COM
SLB
0.05%
COM
EOG
0.05%
COM
NEE
0.05%
COM
GBIL
0.05%
TREASURYACCESS
DYLS
0.05%
DYNAMIC LNG EQ
FDN
0.05%
DJ INTERNT IDX
SHYG
0.05%
0-5YR HI YL CP
STIP
0.05%
0-5 YR TIPS ETF
ACWI
0.05%
MSCI ACWI ETF
LAG
0.05%
BRCLYS AGG ETF
GNR
0.05%
GLB NAT RESRCE
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
RDS/B
0.04%
SPON ADR B
APU
0.04%
UNIT L P INT
PWV
0.04%
DYNMC LRG VALU
FTSL
0.04%
SENIOR LN FD
MDT
0.04%
SHS
DIA
0.04%
UT SER 1
CVS
0.04%
COM
BP
0.04%
SPONSORED ADR
PSX
0.04%
COM
EMR
0.04%
COM
CRM
0.04%
COM
FDX
0.04%
COM
AX
0.04%
COM
ADI
0.04%
COM
SHY
0.04%
1-3 YR TR BD ETF
D
0.04%
COM
SPG
0.04%
COM
IWS
0.04%
RUS MDCP VAL ETF
GLW
0.04%
COM
CB
0.04%
COM
PEG
0.04%
COM
AABA
0.04%
COM
IVE
0.04%
S&P 500 VAL ETF
TSS
0.04%
COM
VTV
0.04%
VALUE ETF
ESS
0.04%
COM
FXU
0.04%
UTILITIES ALPH
ROP
0.04%
COM
NKE
0.04%
CL B
MDY
0.04%
UTSER1 S&PDCRP
SPDV
0.04%
AAM S&P 500
PFF
0.04%
U.S. PFD STK ETF
DLTR
0.04%
COM
GGG
0.04%
COM
SQ
0.04%
CL A
TRGP
0.04%
COM
SCHW
0.04%
COM
ITW
0.04%
COM
HII
0.03%
COM
IJH
0.03%
CORE S&P MCP ETF
BGT
0.03%
COM
CELG
0.03%
COM
ITOT
0.03%
CORE S&P TTL STK
SCI
0.03%
COM
SIVB
0.03%
COM
AB
0.03%
UNIT LTD PARTN
DE
0.03%
COM
PSF
0.03%
COM
DAL
0.03%
COM NEW
FE
0.03%
COM
LOOP
0.03%
COM
RBS/PS
0.03%
SP ADR PREF S
BX
0.03%
COM UNIT LTD
WBA
0.03%
COM
GM
0.03%
COM
IWD
0.03%
RUS 1000 VAL ETF
OLP
0.03%
COM
DPM
0.03%
COM UT LTD PTN
ABM
0.03%
COM
ABC
0.03%
COM
HBC/PA
0.03%
ADR A 1/40PF A
BANC
0.03%
COM
PNC
0.03%
COM
CTL
0.03%
COM
MTG
0.03%
COM
KYN
0.03%
COM
HE
0.03%
COM
IDA
0.03%
COM
UL
0.03%
SPON ADR NEW
MDLZ
0.03%
CL A
SXCP
0.03%
COMUNIT REP LT
BIL
0.03%
SPDR BLOOMBERG
HCN
0.03%
COM
IJS
0.03%
SP SMCP600VL ETF
DTE
0.03%
COM
ENB
0.03%
COM
CHKP
0.03%
ORD
LOPE
0.03%
COM
BIDU
0.03%
SPON ADR REP A
ETG
0.03%
COM
SNY
0.03%
SPONSORED ADR
NXST
0.03%
CL A
CWH
0.03%
CL A
ICLR
0.03%
SHS
MU
0.03%
COM
CORR
0.03%
COM NEW
VOOV
0.03%
500 VAL IDX FD
DPZ
0.03%
COM
VNQ
0.03%
REIT ETF
EBAY
0.03%
COM
MGC
0.03%
MEGA CAP INDEX
MTUM
0.03%
MSCI USAMOMFCT
HPT
0.02%
COM SH BEN INT
AEP
0.02%
COM
PAA
0.02%
UNIT LTD PARTN
MMSI
0.02%
COM
CIBR
0.02%
FD NASDAQ CEA CYB
BKNG
0.02%
COM
BKLN
0.02%
SR LN ETF
TIER
0.02%
COM NEW
DLR
0.02%
COM
USMV
0.02%
USA MIN VOL ETF
FXO
0.02%
FINLS ALPHADEX
FTNT
0.02%
COM
CATM
0.02%
CL A
MOH
0.02%
COM
NRZ
0.02%
COM NEW
BIT
0.02%
COM
PFXF
0.02%
PFD SECS EX FINL
SIRI
0.02%
COM
FRA
0.02%
COM
HYT
0.02%
COM
EVM
0.01%
COM
MYC
0.01%
COM
HYB
0.01%
COM NEW
PMM
0.01%
COM
WETF
0.01%
COM
JCS
0.01%
COM
CHK
0.01%
COM
SAN
0.01%
ADR
ATHX
< 0.01%
COM
(NOTE)
< 0.01%
PRN
FLL
< 0.01%
COM
MUX
< 0.01%
COM
(NOTE)
< 0.01%
PRN
IEMG
0.54%
CORE MSCI EMKT
ANDV
0.09%
COM
BOFI
0.06%
COM
TBF
0.05%
SHRT 20+YR TRE
OKE
0.04%
COM
AA
0.03%
COM
TROW
0.03%
COM
VLO
0.03%
COM
RSP
0.03%
S&P500 EQL WGT
IWM
0.03%
RUSSELL 2000 ETF
VBK
0.03%
SML CP GRW ETF
OXY
0.03%
COM
AFSI
0.02%
COM
(NOTE)
< 0.01%
PRN