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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
57
6
7
3
4
1
42
11
4
ALPHA CUBED INVESTMENTS LLC

Time Period2019-03-31

Total Holdings245

Total Value ($x1000)825,496
Activities
New38

Increased102

Unchanged37

Decreased68

Sold Out18

Top 10 Stock Holdingstotal 30.08%
AAPL4.81

SDY3.7

MSFT3.35

VCSH3.19

MCD2.63

 
INTC2.6

VZ2.53

KO2.5

XOM2.4

JNJ2.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.81%
COM
SDY
3.7%
S&P DIVID ETF
MSFT
3.35%
COM
VCSH
3.19%
SHRT TRM CORP BD
MCD
2.63%
COM
INTC
2.6%
COM
VZ
2.53%
COM
KO
2.5%
COM
XOM
2.4%
COM
UTX
2.37%
COM
JNJ
2.37%
COM
CSCO
2.32%
COM
JPM
2.25%
COM
UPS
2.24%
CL B
AMGN
2.21%
COM
LMT
2.18%
COM
ETN
2.1%
SHS
BHP
2.1%
SPONSORED ADR
AMZN
2.05%
COM
IEF
1.89%
7-10 Y TR BD ETF
GOOGL
1.72%
CAP STK CL A
TXN
1.59%
COM
TOTL
1.47%
SPDR TR TACTIC
PANW
1.26%
COM
HD
1.19%
COM
ETFC
1.16%
COM NEW
MET
1.14%
COM
BAC
1.13%
COM
V
1.09%
COM CL A
FB
1.08%
CL A
UNP
1.07%
COM
NFLX
1.04%
COM
DIS
1.04%
COM DISNEY
WFC
1.03%
COM
QQQ
1.01%
UNIT SER 1
BBY
0.94%
COM
ADBE
0.85%
COM
SPY
0.85%
TR UNIT
IBB
0.81%
NASDQ BIOTEC ETF
PG
0.8%
COM
FLOT
0.77%
FLTG RATE BD ETF
NVDA
0.76%
COM
BRK.B
0.74%
CL B NEW
UNH
0.71%
COM
VO
0.68%
MID CAP ETF
MBB
0.65%
MBS ETF
IWB
0.65%
RUS 1000 ETF
AGG
0.64%
CORE TOTUSBD ETF
XLF
0.62%
SBI INT-FINL
PYPL
0.56%
COM
BA
0.54%
COM
VIG
0.51%
DIV APP ETF
ISRG
0.5%
COM NEW
ICE
0.5%
COM
SBUX
0.44%
COM
VTI
0.43%
TOTAL STK MKT
AVGO
0.43%
COM
VT
0.41%
TT WRLD ST ETF
QCOM
0.41%
COM
VB
0.37%
SMALL CP ETF
EFA
0.36%
MSCI EAFE ETF
GOOG
0.36%
CAP STK CL C
SHW
0.35%
COM
VMC
0.33%
COM
MGK
0.33%
MEGA GRWTH IND
CAT
0.32%
COM
MGV
0.32%
MEGA CAP VAL ETF
DLTR
0.31%
COM
ABBV
0.31%
COM
IVV
0.3%
CORE S&P500 ETF
ORCL
0.29%
COM
WDAY
0.29%
CL A
HSY
0.28%
COM
AXP
0.27%
COM
BABA
0.26%
SPONSORED ADS
AMJ
0.25%
ALERIAN ML ETN
TSN
0.25%
CL A
FTSM
0.24%
FIRST TR ENH NEW
VRSN
0.22%
COM
R
0.21%
COM
GILD
0.2%
COM
HON
0.2%
COM
FEYE
0.2%
COM
IVW
0.19%
S&P 500 GRWT ETF
COST
0.17%
COM
KLAC
0.16%
COM
O
0.16%
COM
CVX
0.15%
COM
MMM
0.14%
COM
SCHV
0.14%
US LCAP VA ETF
PFE
0.13%
COM
GBIL
0.13%
TREASURYACCESS
SYK
0.13%
COM
MRK
0.12%
COM
DWDP
0.1%
COM
IDV
0.1%
INTL SEL DIV ETF
T
0.1%
COM
VOO
0.1%
SHS
VEU
0.1%
ALLWRLD EX US
ABT
0.1%
COM
IJR
0.09%
CORE S&P SCP ETF
RS
0.09%
COM
IBM
0.09%
COM
VUG
0.09%
GROWTH ETF
EPD
0.08%
COM
NOBL
0.08%
S&P 500 ARISTO
SRE
0.08%
COM
MO
0.08%
COM
C
0.08%
COM NEW
MA
0.07%
CL A
LOW
0.07%
COM
DUK
0.07%
COM NEW
EXG
0.07%
COM
ES
0.07%
COM
MPC
0.07%
COM
ROST
0.07%
COM
MCHI
0.07%
CHINA ETF
MLAB
0.07%
COM
PM
0.07%
COM
PEP
0.07%
COM
IWF
0.06%
RUS 1000 GRW ETF
GE
0.06%
COM
ADP
0.06%
COM
WEC
0.06%
COM
TGT
0.06%
COM
SPGI
0.06%
COM
CTAS
0.06%
COM
IEFA
0.06%
CORE MSCI EAFE
CHFC
0.06%
COM
IVE
0.06%
S&P 500 VAL ETF
BSV
0.06%
SHORT TRM BOND
AMX
0.06%
SPON ADR L SHS
USB
0.06%
COM NEW
AMT
0.05%
COM
NXPI
0.05%
COM
AMOV
0.05%
SPON ADR A SHS
ADI
0.05%
COM
IJH
0.05%
CORE S&P MCP ETF
SO
0.05%
COM
ETE
0.05%
COM UT LTD PTN
RTN
0.05%
COM NEW
NEE
0.05%
COM
COP
0.05%
COM
CRM
0.05%
COM
SPLV
0.05%
S&P500 LOW VOL
ITOT
0.05%
CORE S&P TTL STK
ESS
0.05%
COM
ACWI
0.05%
MSCI ACWI ETF
LVS
0.05%
COM
PDP
0.05%
DWA MOMENTUM
BR
0.05%
COM
DIA
0.05%
UT SER 1
VTV
0.05%
VALUE ETF
AABA
0.05%
COM
XLV
0.05%
SBI HEALTHCARE
NKE
0.05%
CL B
VEA
0.04%
FTSE DEV MKT ETF
WMT
0.04%
COM
GS
0.04%
COM
PEG
0.04%
COM
CI
0.04%
COM
F
0.04%
COM PAR $0.01
SQ
0.04%
CL A
IWD
0.04%
RUS 1000 VAL ETF
EEM
0.04%
MSCI EMG MKT ETF
AKAM
0.04%
COM
HPT
0.04%
COM SH BEN INT
LLY
0.04%
COM
AMAT
0.04%
COM
IWS
0.04%
RUS MDCP VAL ETF
AX
0.04%
COM
APU
0.04%
UNIT L P INT
OLP
0.04%
COM
ABM
0.04%
COM
BRK.A
0.04%
CL A
EMR
0.04%
COM
GM
0.04%
COM
MDY
0.04%
UTSER1 S&PDCRP
SPG
0.04%
COM
SPYG
0.03%
S&P 500 GROWTH
EBAY
0.03%
COM
TSLA
0.03%
COM
WPC
0.03%
COM
DE
0.03%
COM
ALL
0.03%
COM
TIER
0.03%
COM NEW
PFF
0.03%
U.S. PFD STK ETF
BMY
0.03%
COM
HBC/PA
0.03%
ADR A 1/40PF A
ITW
0.03%
COM
SHY
0.03%
1-3 YR TR BD ETF
MAR
0.03%
CL A
D
0.03%
COM
XLK
0.03%
TECHNOLOGY
SHOP
0.03%
CL A
TRV
0.03%
COM
IWM
0.03%
RUSSELL 2000 ETF
GSY
0.03%
ULTRA SHRT DUR
ACB
0.03%
COM
FDX
0.03%
COM
LOOP
0.03%
COM
BGT
0.03%
COM
CORR
0.03%
COM NEW
LBTYK
0.03%
SHS CL C
DPZ
0.03%
COM
MGC
0.03%
MEGA CAP INDEX
CB
0.03%
COM
IDA
0.03%
COM
VOD
0.03%
SPNSR ADR NO PAR
VOOV
0.03%
500 VAL IDX FD
SIVB
0.03%
COM
PSX
0.03%
COM
SHV
0.03%
SHRT TRS BD ETF
ETG
0.03%
COM
SUPN
0.03%
COM
DPM
0.03%
COM UT LTD PTN
WM
0.03%
COM
IWV
0.03%
RUSSELL 3000 ETF
UN
0.03%
N Y SHS NEW
VGT
0.03%
INF TECH ETF
IJS
0.03%
SP SMCP600VL ETF
UL
0.03%
SPON ADR NEW
SXCP
0.03%
COMUNIT REP LT
MDT
0.03%
SHS
GLD
0.03%
GOLD SHS
CHKP
0.02%
ORD
PAA
0.02%
UNIT LTD PARTN
KMI
0.02%
COM
VWO
0.02%
FTSE EMR MKT ETF
BANC
0.02%
COM
CTL
0.02%
COM
BIT
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
WETF
0.01%
COM
JCS
0.01%
COM
CHK
< 0.01%
COM
ATHX
< 0.01%
COM
(NOTE)
< 0.01%
PRN
NNVC
< 0.01%
COM NEW
MSFT
< 0.01%
CALL
AFL
0.09%
COM
WTER
0.07%
COM NEW
FDN
0.06%
DJ INTERNT IDX
WDC
0.04%
COM
SCI
0.04%
COM
USMV
0.04%
USA MIN VOL ETF
PNC
0.04%
COM
XMLV
0.03%
S&P MIDCP LOW
EOG
0.03%
COM
MDLZ
0.03%
CL A
HCN
0.03%
COM
EFV
0.03%
EAFE VALUE ETF
RDS/B
0.03%
SPON ADR B
KYN
0.03%
COM
NRZ
0.02%
COM NEW
PHK
0.02%
COM SHS
HYB
0.02%
COM NEW
FLL
< 0.01%
COM