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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
62
5
6
4
5
1
44
12
5
ALPHA CUBED INVESTMENTS LLC

Time Period2017-12-31

Total Holdings241

Total Value ($x1000)765,954
Activities
New32

Increased107

Unchanged34

Decreased68

Sold Out21

Top 10 Stock Holdingstotal 29.75%
AAPL5.28

VCSH3.79

MSFT2.84

WDC2.76

PG2.69

 
MCD2.59

CSCO2.53

JPM2.43

KO2.42

UPS2.42

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
5.28%
COM
VCSH
3.79%
SHRT TRM CORP BD
MSFT
2.84%
COM
WDC
2.76%
COM
PG
2.69%
COM
MCD
2.59%
COM
CSCO
2.53%
COM
JPM
2.43%
COM
KO
2.42%
COM
UPS
2.42%
CL B
DWDP
2.4%
COM
LMT
2.34%
COM
VZ
2.32%
COM
INTC
2.29%
COM
JNJ
2.28%
COM
AMGN
2.27%
COM
IEF
2.23%
7-10 Y TR BD ETF
UTX
2.21%
COM
ETN
2.08%
SHS
XOM
2.05%
COM
CB
2.03%
COM
TOTL
1.92%
SPDR TR TACTIC
IEFA
1.88%
CORE MSCI EAFE
GOOGL
1.63%
CAP STK CL A
ETFC
1.55%
COM NEW
URI
1.53%
COM
QQQ
1.46%
UNIT SER 1
WFC
1.44%
COM
FB
1.29%
CL A
IDV
1.15%
INTL SEL DIV ETF
NFLX
1.12%
COM
DIS
1.05%
COM DISNEY
AMZN
0.96%
COM
MBB
0.89%
MBS ETF
SPY
0.86%
TR UNIT
IBB
0.82%
NASDQ BIOTEC ETF
BHP
0.79%
SPONSORED ADR
PANW
0.68%
COM
IEMG
0.63%
CORE MSCI EMKT
ADBE
0.63%
COM
V
0.6%
COM CL A
BRK.B
0.6%
CL B NEW
UNH
0.55%
COM
GS
0.55%
COM
ABBV
0.54%
COM
QCOM
0.5%
COM
VO
0.49%
MID CAP ETF
PCLN
0.47%
COM NEW
VB
0.45%
SMALL CP ETF
GOOG
0.44%
CAP STK CL C
ICE
0.42%
COM
SBUX
0.42%
COM
AVGO
0.42%
SHS
VMC
0.39%
COM
SMG
0.38%
CL A
VIG
0.38%
DIV APP ETF
SHW
0.38%
COM
NBIX
0.36%
COM
MGK
0.34%
MEGA GRWTH IND
MGV
0.34%
MEGA CAP VAL ETF
EFA
0.32%
MSCI EAFE ETF
NVDA
0.31%
COM
BAC
0.29%
COM
IWB
0.28%
RUS 1000 ETF
BA
0.28%
COM
GILD
0.28%
COM
AMAT
0.23%
COM
AGG
0.23%
CORE TOTUSBD ETF
HON
0.22%
COM
HD
0.22%
COM
EOG
0.21%
COM
SDY
0.2%
S&P DIVID ETF
MMM
0.2%
COM
IVV
0.2%
CORE S&P500 ETF
COST
0.19%
COM
ATVI
0.19%
COM
FAS
0.19%
DLY FIN BULL NEW
FEYE
0.19%
COM
T
0.19%
COM
ORCL
0.18%
COM
MO
0.17%
COM
CAT
0.17%
COM
POT
0.17%
COM
SCHV
0.17%
US LCAP VA ETF
WDAY
0.16%
CL A
KLAC
0.15%
COM
VXUS
0.14%
VG TL INTL STK F
SHV
0.14%
SHRT TRS BD ETF
LRCX
0.14%
COM
EXG
0.14%
COM
F
0.14%
COM PAR $0.01
CORR
0.14%
COM NEW
ABT
0.13%
COM
PFE
0.13%
COM
IWF
0.13%
RUS 1000 GRW ETF
PDP
0.12%
DWA TECH LDRS
PYPL
0.12%
COM
VTI
0.12%
TOTAL STK MKT
IWM
0.12%
RUSSELL 2000 ETF
CVX
0.12%
COM
PM
0.12%
COM
O
0.11%
COM
CHFC
0.11%
COM
ITW
0.11%
COM
SCHW
0.1%
COM
ADI
0.1%
COM
APU
0.1%
UNIT L P INT
FDN
0.1%
DJ INTERNT IDX
VUG
0.1%
GROWTH ETF
GE
0.1%
COM
BABA
0.09%
SPONSORED ADS
CI
0.09%
COM
IVW
0.09%
S&P 500 GRWT ETF
ANDV
0.09%
COM
PFF
0.09%
U.S. PFD STK ETF
IBM
0.08%
COM
CUDA
0.08%
COM
BMY
0.08%
COM
C
0.08%
COM NEW
BRK.A
0.08%
CL A
IJR
0.08%
CORE S&P SCP ETF
BSV
0.08%
SHORT TRM BOND
AMX
0.07%
SPON ADR L SHS
AKAM
0.07%
COM
EMR
0.07%
COM
SPGI
0.07%
COM
NRZ
0.07%
COM NEW
AMOV
0.07%
SPON ADR A SHS
TWX
0.07%
COM NEW
MSI
0.07%
COM NEW
EPD
0.07%
COM
MCHI
0.07%
CHINA ETF
UNP
0.07%
COM
ALL
0.07%
COM
SPG
0.07%
COM
VFH
0.07%
FINANCIALS ETF
LOW
0.07%
COM
DUK
0.07%
COM NEW
ES
0.07%
COM
MU
0.06%
COM
PEP
0.06%
COM
ROST
0.06%
COM
OKE
0.06%
COM
WMT
0.06%
COM
WEC
0.06%
COM
KHC
0.06%
COM
MRK
0.06%
COM
AMT
0.06%
COM
AFL
0.06%
COM
USB
0.06%
COM NEW
WBA
0.06%
COM
SRE
0.06%
COM
TBF
0.06%
SHRT 20+YR TRE
LOOP
0.06%
COM
FRME
0.05%
COM
ISRG
0.05%
COM NEW
AA
0.05%
COM
MA
0.05%
CL A
UL
0.05%
SPON ADR NEW
SPHD
0.05%
PWRSH S&P500HI
RTN
0.05%
COM NEW
NKE
0.05%
CL B
RSP
0.05%
GUG S&P500 EQ WT
AABA
0.05%
COM
VTR
0.05%
COM
MLAB
0.05%
COM
PSX
0.05%
COM
BOFI
0.05%
COM
NEE
0.05%
COM
BP
0.04%
SPONSORED ADR
COP
0.04%
COM
DAL
0.04%
COM NEW
FDX
0.04%
COM
BGT
0.04%
COM
BIDU
0.04%
SPON ADR REP A
PEG
0.04%
COM
ABM
0.04%
COM
KMI
0.04%
COM
BANC
0.04%
COM
VTV
0.04%
VALUE ETF
IWS
0.04%
RUS MDCP VAL ETF
TROW
0.04%
COM
SXCP
0.04%
COMUNIT REP LT
EBAY
0.04%
COM
CEFL
0.04%
ETRACS MTH 2XLV
ESS
0.04%
COM
CMG
0.04%
COM
MAR
0.04%
CL A
PNC
0.04%
COM
OLP
0.04%
COM
CRM
0.04%
COM
SO
0.03%
COM
MDY
0.03%
UTSER1 S&PDCRP
TXN
0.03%
COM
DE
0.03%
COM
HBC/PA
0.03%
ADR A 1/40PF A
IJS
0.03%
SP SMCP600VL ETF
TBT
0.03%
PSHS ULTSH 20YRS
LVHD
0.03%
LOW DIVI ETF
AAL
0.03%
COM
D
0.03%
COM
JKH
0.03%
MRGSTR MD CP GRW
SUPN
0.03%
COM
ETG
0.03%
COM
ROK
0.03%
COM
NVS
0.03%
SPONSORED ADR
XLF
0.03%
SBI INT-FINL
SIVB
0.03%
COM
DPM
0.03%
COM UT LTD PTN
IWN
0.03%
RUS 2000 VAL ETF
GM
0.03%
COM
NI
0.03%
COM
LAMR
0.03%
CL A
WETF
0.03%
COM
CTAS
0.03%
COM
XMLV
0.03%
S&P400 LOVL PT
VNQ
0.03%
REIT ETF
IP
0.03%
COM
MDLZ
0.03%
CL A
VBK
0.03%
SML CP GRW ETF
LLY
0.03%
COM
AMJ
0.03%
ALERIAN ML ETN
MGC
0.03%
MEGA CAP INDEX
TRV
0.03%
COM
WM
0.03%
COM
MS
0.03%
COM NEW
VLO
0.03%
COM
KYN
0.02%
COM
PSEC
0.02%
COM
EVM
0.02%
COM
MYC
0.02%
COM
MTG
0.02%
COM
SAN
0.02%
ADR
USA
0.02%
SH BEN INT
AFSI
0.02%
COM
HYB
0.02%
COM NEW
FLL
0.01%
COM
ATHX
< 0.01%
COM
(NOTE)
< 0.01%
PRN
(NOTE)
< 0.01%
PRN
(NOTE)
< 0.01%
PRN
CELG
0.43%
COM
TNA
0.17%
DLY SMCAP BULL3X
ARNC
0.1%
COM
GD
0.04%
COM
ATH
0.04%
CL A
JKJ
0.04%
MRGSTR SM CP ETF
BTI
0.04%
SPONSORED ADR
NAC
0.04%
COM
FDUS
0.04%
COM
NOC
0.03%
COM
VWO
0.03%
FTSE EMR MKT ETF
GIS
0.03%
COM
CMCSA
0.03%
CL A
MET
0.03%
COM
SWKS
0.03%
COM
VCIT
0.03%
INT-TERM CORP
HBAN
0.02%
COM
NATR
0.02%
COM
(NOTE)
0.01%
PRN
(NOTE)
< 0.01%
PRN
TRXC
< 0.01%
COM NEW