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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
64
6
8
3
6
2
43
11
5
ALPHA CUBED INVESTMENTS LLC

Time Period2019-06-30

Total Holdings256

Total Value ($x1000)863,802
Activities
New32

Increased104

Unchanged34

Decreased86

Sold Out21

Top 10 Stock Holdingstotal 29.18%
AAPL4.57

MSFT3.88

VCSH3.36

MCD2.79

KO2.57

 
LMT2.49

JPM2.46

VZ2.39

BHP2.36

INTC2.31

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.57%
COM
MSFT
3.88%
COM
VCSH
3.36%
SHRT TRM CORP BD
MCD
2.79%
COM
KO
2.57%
COM
LMT
2.49%
COM
JPM
2.46%
COM
VZ
2.39%
COM
BHP
2.36%
SPONSORED ADR
INTC
2.31%
COM
AMZN
2.27%
COM
AMGN
2.24%
COM
CSCO
2.23%
COM
JNJ
2.22%
COM
XOM
2.22%
COM
SDY
2.17%
S&P DIVID ETF
ETN
2.02%
SHS
UPS
1.9%
CL B
IEF
1.9%
7-10 Y TR BD ETF
AEP
1.8%
COM
HD
1.7%
COM
DIS
1.62%
COM DISNEY
GOOGL
1.59%
CAP STK CL A
MET
1.59%
COM
TXN
1.57%
COM
BAC
1.53%
COM
TOTL
1.51%
SPDR TR TACTIC
V
1.25%
COM CL A
FB
1.23%
CL A
UNP
1.18%
COM
ETFC
1.04%
COM NEW
WFC
1.02%
COM
NFLX
0.94%
COM
QQQ
0.91%
UNIT SER 1
SPY
0.9%
TR UNIT
ADBE
0.87%
COM
BRK.B
0.83%
CL B NEW
FLOT
0.82%
FLTG RATE BD ETF
PG
0.81%
COM
PANW
0.8%
COM
MRK
0.67%
COM
VO
0.66%
MID CAP ETF
NVDA
0.66%
COM
AGG
0.66%
CORE TOTUSBD ETF
MBB
0.65%
MBS ETF
XLF
0.64%
SBI INT-FINL
UNH
0.64%
COM
IWB
0.64%
RUS 1000 ETF
PYPL
0.59%
COM
ICE
0.54%
COM
VIG
0.52%
DIV APP ETF
QCOM
0.52%
COM
IBB
0.47%
NASDQ BIOTEC ETF
VTI
0.45%
TOTAL STK MKT
SBUX
0.45%
COM
QLD
0.42%
PSHS ULTRA QQQ
VT
0.42%
TT WRLD ST ETF
SHW
0.41%
COM
ISRG
0.41%
COM NEW
VMC
0.37%
COM
RS
0.37%
COM
VB
0.36%
SMALL CP ETF
GOOG
0.33%
CAP STK CL C
BA
0.3%
COM
AXP
0.3%
COM
WDAY
0.29%
CL A
NEM
0.29%
COM
IVV
0.29%
CORE S&P500 ETF
ORCL
0.29%
COM
AMJ
0.28%
ALERIAN ML ETN
EFA
0.28%
MSCI EAFE ETF
ABBV
0.27%
COM
HSY
0.27%
COM
WMT
0.27%
COM
NOC
0.26%
COM
AVGO
0.26%
COM
FTSM
0.25%
FIRST TR ENH NEW
MGK
0.25%
MEGA GRWTH IND
VRSN
0.25%
COM
MGV
0.25%
MEGA CAP VAL ETF
COST
0.23%
COM
PNC
0.23%
COM
GILD
0.2%
COM
ITOT
0.2%
CORE S&P TTL STK
NOBL
0.19%
S&P 500 ARISTO
IVW
0.16%
S&P 500 GRWT ETF
CVX
0.16%
COM
FEYE
0.15%
COM
KLAC
0.15%
COM
PFE
0.15%
COM
CAT
0.14%
COM
O
0.14%
COM
SCHV
0.13%
US LCAP VA ETF
GBIL
0.12%
TREASURYACCESS
MA
0.12%
CL A
IWF
0.12%
RUS 1000 GRW ETF
VEA
0.12%
FTSE DEV MKT ETF
SYK
0.12%
COM
HON
0.11%
COM
VOO
0.1%
SHS
MMM
0.1%
COM
C
0.1%
COM NEW
AMAT
0.09%
COM
VEU
0.09%
ALLWRLD EX US
IDV
0.09%
INTL SEL DIV ETF
NXPI
0.09%
COM
ABT
0.09%
COM
VTV
0.09%
VALUE ETF
SRE
0.08%
COM
IBM
0.08%
COM
T
0.08%
COM
UTX
0.08%
COM
IJR
0.08%
CORE S&P SCP ETF
MDY
0.08%
UTSER1 S&PDCRP
LOW
0.08%
COM
SO
0.08%
COM
BSV
0.08%
SHORT TRM BOND
MELI
0.07%
COM
ROST
0.07%
COM
ES
0.07%
COM
WEC
0.07%
COM
DUK
0.07%
COM NEW
SPLV
0.07%
S&P500 LOW VOL
MLAB
0.07%
COM
CELG
0.07%
COM
EXG
0.07%
COM
VUG
0.07%
GROWTH ETF
CTAS
0.07%
COM
MCHI
0.06%
CHINA ETF
EPD
0.06%
COM
USB
0.06%
COM NEW
MO
0.06%
COM
SPGI
0.06%
COM
BOND
0.06%
TOTL RETN ETF
PEP
0.06%
COM
ADI
0.06%
COM
ETE
0.06%
COM UT LTD PTN
AMX
0.06%
SPON ADR L SHS
CHFC
0.06%
COM
PM
0.06%
COM
AMT
0.05%
COM
GSY
0.05%
ULTRA SHRT DUR
DIA
0.05%
UT SER 1
IVE
0.05%
S&P 500 VAL ETF
GE
0.05%
COM
AMOV
0.05%
SPON ADR A SHS
IEFA
0.05%
CORE MSCI EAFE
NEE
0.05%
COM
NKE
0.05%
CL B
PDP
0.05%
DWA MOMENTUM
CRM
0.05%
COM
IJH
0.05%
CORE S&P MCP ETF
ESS
0.05%
COM
DE
0.05%
COM
F
0.05%
COM PAR $0.01
TGT
0.05%
COM
LVS
0.04%
COM
ACWI
0.04%
MSCI ACWI ETF
TRV
0.04%
COM
DD
0.04%
COM
IWM
0.04%
RUSSELL 2000 ETF
AKAM
0.04%
COM
IRM
0.04%
COM
PEG
0.04%
COM
MPC
0.04%
COM
VNQ
0.04%
REIT ETF
VBR
0.04%
SM CP VAL ETF
CI
0.04%
COM
WTER
0.04%
COM NEW
ABM
0.04%
COM
EEM
0.04%
MSCI EMG MKT ETF
WPC
0.04%
COM
SPYG
0.04%
S&P 500 GROWTH
SQ
0.04%
CL A
SHOP
0.04%
CL A
BRK.A
0.04%
CL A
HPT
0.04%
COM SH BEN INT
OLP
0.04%
COM
VLO
0.04%
COM
AABA
0.04%
COM
GM
0.04%
COM
EBAY
0.03%
COM
MAS
0.03%
COM
MAR
0.03%
CL A
GS
0.03%
COM
COP
0.03%
COM
ALL
0.03%
COM
AX
0.03%
COM
EMR
0.03%
COM
SPG
0.03%
COM
RTN
0.03%
COM NEW
DPZ
0.03%
COM
LLY
0.03%
COM
XLV
0.03%
SBI HEALTHCARE
WM
0.03%
COM
DOW
0.03%
COM
LOOP
0.03%
COM
LEN
0.03%
CL A
HBC/PA
0.03%
ADR A 1/40PF A
SHY
0.03%
1-3 YR TR BD ETF
CGC
0.03%
COM
IWC
0.03%
MICRO-CAP ETF
FDX
0.03%
COM
CB
0.03%
COM
LBTYK
0.03%
SHS CL C
VOT
0.03%
MCAP GR IDXVIP
AMD
0.03%
COM
GWL
0.03%
S&P WRLD EX US
CUZ
0.03%
COM NEW
ITW
0.03%
COM
XLU
0.03%
SBI INT-UTILS
XLK
0.03%
TECHNOLOGY
IWD
0.03%
RUS 1000 VAL ETF
TSLA
0.03%
COM
VOOV
0.03%
500 VAL IDX FD
ETG
0.03%
COM
IDA
0.03%
COM
SIVB
0.03%
COM
MGC
0.03%
MEGA CAP INDEX
SHV
0.03%
SHRT TRS BD ETF
D
0.03%
COM
MDT
0.03%
SHS
IWS
0.03%
RUS MDCP VAL ETF
IWV
0.03%
RUSSELL 3000 ETF
GLPI
0.02%
COM
CMI
0.02%
COM
ADP
0.02%
COM
SXC
0.02%
COM
AFL
0.02%
COM
SCI
0.02%
COM
SUPN
0.02%
COM
BBY
0.02%
COM
PSX
0.02%
COM
BKNG
0.02%
COM
ACB
0.02%
COM
GLD
0.02%
GOLD SHS
BMY
0.02%
COM
VWO
0.02%
FTSE EMR MKT ETF
CTL
0.02%
COM
VOD
0.02%
SPNSR ADR NO PAR
BIT
0.02%
COM
CY
0.02%
COM
NXC
0.02%
SH BEN INT
BANC
0.02%
COM
BGT
0.02%
COM
FRA
0.02%
COM
EVM
0.02%
COM
MYC
0.02%
COM
HYT
0.02%
COM
MTG
0.02%
COM
NML
0.01%
COM
JCS
0.01%
COM
ATHX
< 0.01%
COM
(NOTE)
< 0.01%
PRN
CHK
< 0.01%
COM
NNVC
< 0.01%
COM NEW
DLTR
0.31%
COM
BABA
0.26%
SPONSORED ADS
TSN
0.25%
CL A
R
0.21%
COM
DWDP
0.1%
COM
BR
0.05%
COM
APU
0.04%
UNIT L P INT
TIER
0.03%
COM NEW
PFF
0.03%
U.S. PFD STK ETF
CORR
0.03%
COM NEW
DPM
0.03%
COM UT LTD PTN
UN
0.03%
N Y SHS NEW
VGT
0.03%
INF TECH ETF
UL
0.03%
SPON ADR NEW
IJS
0.03%
SP SMCP600VL ETF
SXCP
0.03%
COMUNIT REP LT
CHKP
0.02%
ORD
PAA
0.02%
UNIT LTD PARTN
KMI
0.02%
COM
WETF
0.01%
COM
MSFT
< 0.01%
CALL