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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
6
6
3
5
1
42
12
4
ALPHA CUBED INVESTMENTS LLC

Time Period2018-06-30

Total Holdings227

Total Value ($x1000)776,170
Activities
New16

Increased72

Unchanged44

Decreased95

Sold Out14

Top 10 Stock Holdingstotal 29.34%
AAPL5.14

VCSH3.58

MSFT3.29

WDC2.61

INTC2.52

 
XOM2.51

JPM2.44

MCD2.43

KO2.41

AMGN2.41

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.14%
COM
VCSH
3.58%
SHRT TRM CORP BD
MSFT
3.29%
COM
WDC
2.61%
COM
INTC
2.52%
COM
XOM
2.51%
COM
JPM
2.44%
COM
MCD
2.43%
COM
KO
2.41%
COM
AMGN
2.41%
COM
UPS
2.34%
CL B
VZ
2.32%
COM
UTX
2.28%
COM
LMT
2.19%
COM
IEF
2.17%
7-10 Y TR BD ETF
BHP
2.15%
SPONSORED ADR
JNJ
2.12%
COM
DWDP
2.11%
COM
ETN
2.07%
SHS
SDY
2.06%
S&P DIVID ETF
IEFA
2.04%
CORE MSCI EAFE
ETFC
1.95%
COM NEW
TOTL
1.88%
SPDR TR TACTIC
CAT
1.81%
COM
GOOGL
1.69%
CAP STK CL A
NFLX
1.59%
COM
WFC
1.5%
COM
CSCO
1.47%
COM
URI
1.32%
COM
IDV
1.08%
INTL SEL DIV ETF
PANW
1.06%
COM
AMZN
1.05%
COM
DIS
1.02%
COM DISNEY
BBY
0.9%
COM
TXN
0.9%
COM
ADBE
0.84%
COM
SPY
0.79%
TR UNIT
FLOT
0.77%
FLTG RATE BD ETF
MBB
0.76%
MBS ETF
V
0.72%
COM CL A
UNH
0.71%
COM
FB
0.7%
CL A
AGG
0.68%
CORE TOTUSBD ETF
BKNG
0.66%
COM
VB
0.65%
SMALL CP ETF
IBB
0.61%
NASDQ BIOTEC ETF
PG
0.6%
COM
VO
0.58%
MID CAP ETF
BRK.B
0.54%
CL B NEW
IEMG
0.54%
CORE MSCI EMKT
GS
0.53%
COM
ICE
0.47%
COM
NBIX
0.46%
COM
QCOM
0.43%
COM
ABBV
0.43%
COM
VIG
0.42%
DIV APP ETF
GOOG
0.42%
CAP STK CL C
VMC
0.39%
COM
IWB
0.37%
RUS 1000 ETF
NVDA
0.36%
COM
MGK
0.35%
MEGA GRWTH IND
SHW
0.35%
COM
MGV
0.34%
MEGA CAP VAL ETF
BA
0.33%
COM
ATVI
0.32%
COM
AMJ
0.31%
ALERIAN ML ETN
EFA
0.28%
MSCI EAFE ETF
BAC
0.26%
COM
GILD
0.25%
COM
CMG
0.23%
COM
AMAT
0.23%
COM
HD
0.22%
COM
HON
0.21%
COM
AXP
0.2%
COM
FEYE
0.2%
COM
WDAY
0.19%
CL A
IVV
0.19%
CORE S&P500 ETF
NTR
0.17%
COM
COST
0.17%
COM
ORCL
0.17%
COM
SCHV
0.17%
US LCAP VA ETF
SMG
0.16%
CL A
GE
0.16%
COM
VTI
0.16%
TOTAL STK MKT
IVW
0.15%
S&P 500 GRWT ETF
MMM
0.15%
COM
KLAC
0.15%
COM
PYPL
0.15%
COM
IWF
0.14%
RUS 1000 GRW ETF
EXG
0.14%
COM
SHV
0.14%
SHRT TRS BD ETF
T
0.13%
COM
AVGO
0.13%
COM
CVX
0.11%
COM
IJR
0.11%
CORE S&P SCP ETF
ABT
0.1%
COM
VUG
0.1%
GROWTH ETF
CHFC
0.1%
COM
FDN
0.1%
DJ INTERNT IDX
PFE
0.09%
COM
APU
0.09%
UNIT L P INT
MO
0.09%
COM
F
0.09%
COM PAR $0.01
ANDV
0.09%
COM
UNP
0.08%
COM
CB
0.08%
COM
BSV
0.08%
SHORT TRM BOND
ADI
0.08%
COM
BMY
0.08%
COM
IBM
0.07%
COM
MLAB
0.07%
COM
ISRG
0.07%
COM NEW
BRK.A
0.07%
CL A
MRK
0.07%
COM
AMX
0.07%
SPON ADR L SHS
BABA
0.07%
SPONSORED ADS
MU
0.07%
COM
SYK
0.07%
COM
VFH
0.07%
FINANCIALS ETF
MA
0.07%
CL A
SPGI
0.07%
COM
NRZ
0.07%
COM NEW
ROST
0.07%
COM
AMOV
0.07%
SPON ADR A SHS
AKAM
0.07%
COM
MCHI
0.07%
CHINA ETF
SHY
0.06%
1-3 YR TR BD ETF
EPD
0.06%
COM
LOW
0.06%
COM
WEC
0.06%
COM
ES
0.06%
COM
BOFI
0.06%
COM
IWS
0.06%
RUS MDCP VAL ETF
RTN
0.05%
COM NEW
C
0.05%
COM NEW
SRE
0.05%
COM
USB
0.05%
COM NEW
DUK
0.05%
COM NEW
ITW
0.05%
COM
NEE
0.05%
COM
AABA
0.05%
COM
COP
0.05%
COM
PEP
0.05%
COM
PM
0.05%
COM
AMT
0.05%
COM
SUPN
0.05%
COM
UL
0.05%
SPON ADR NEW
PSX
0.05%
COM
PFF
0.05%
U.S. PFD STK ETF
NKE
0.05%
CL B
TBF
0.05%
SHRT 20+YR TRE
IJH
0.05%
CORE S&P MCP ETF
FDX
0.05%
COM
PEG
0.04%
COM
EOG
0.04%
COM
SPDV
0.04%
AAM S&P 500
SPG
0.04%
COM
CI
0.04%
COM
RDS/B
0.04%
SPON ADR B
LOOP
0.04%
COM
EMR
0.04%
COM
ESS
0.04%
COM
O
0.04%
COM
IJS
0.04%
SP SMCP600VL ETF
CRM
0.04%
COM
KYN
0.04%
COM
SIVB
0.04%
COM
BIDU
0.04%
SPON ADR REP A
BP
0.04%
SPONSORED ADR
VTV
0.04%
VALUE ETF
BANC
0.04%
COM
ITOT
0.04%
CORE S&P TTL STK
MDY
0.04%
UTSER1 S&PDCRP
OLP
0.04%
COM
ALL
0.04%
COM
EBAY
0.04%
COM
WMT
0.04%
COM
OKE
0.04%
COM
DE
0.03%
COM
BGT
0.03%
COM
DAL
0.03%
COM NEW
AA
0.03%
COM
CTAS
0.03%
COM
HBC/PA
0.03%
ADR A 1/40PF A
SBUX
0.03%
COM
TROW
0.03%
COM
IWD
0.03%
RUS 1000 VAL ETF
DPM
0.03%
COM UT LTD PTN
MAR
0.03%
CL A
IVE
0.03%
S&P 500 VAL ETF
SXCP
0.03%
COMUNIT REP LT
VLO
0.03%
COM
AFL
0.03%
COM
DPZ
0.03%
COM
ETG
0.03%
COM
HCN
0.03%
COM
KMI
0.03%
COM
ABM
0.03%
COM
XLF
0.03%
SBI INT-FINL
CORR
0.03%
COM NEW
RSP
0.03%
S&P500 EQL WGT
SCHW
0.03%
COM
VOOV
0.03%
500 VAL IDX FD
TIER
0.03%
COM NEW
IWM
0.03%
RUSSELL 2000 ETF
SQ
0.03%
CL A
MGC
0.03%
MEGA CAP INDEX
PNC
0.03%
COM
VBK
0.03%
SML CP GRW ETF
OXY
0.03%
COM
TGT
0.03%
COM
MDLZ
0.03%
CL A
PFXF
0.03%
PFD SECS EX FINL
AFSI
0.02%
COM
EVM
0.02%
COM
MYC
0.02%
COM
HYB
0.02%
COM NEW
WETF
0.01%
COM
SAN
0.01%
ADR
MTG
0.01%
COM
JCS
0.01%
COM
CHK
0.01%
COM
ATHX
0.01%
COM
FLL
< 0.01%
COM
(NOTE)
< 0.01%
PRN
(NOTE)
< 0.01%
PRN
(NOTE)
< 0.01%
PRN
QQQ
1.19%
UNIT SER 1
PDP
0.13%
DWA TECH LDRS
VXUS
0.13%
VG TL INTL STK F
MSI
0.08%
COM NEW
TWX
0.07%
COM NEW
FRME
0.05%
COM
KHC
0.05%
COM
RSP
0.04%
GUG S&P500 EQ WT
AAL
0.03%
COM
WBA
0.03%
COM
WM
0.03%
COM
NI
0.03%
COM
ROK
0.03%
COM
TRV
0.03%
COM