ALPHA CUBED INVESTMENTS LLC

Stock Holdings
Option Holdings
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Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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AAPL
APPLE
650,320-314-0.05%
Created with Highcharts 10.1.0
$45.066.45%0.00%144,455,6312025-03-31
MSFT
MICROSOFT
281,944+13,928+5.20%
Created with Highcharts 10.1.0
$157.304.72%0.00%105,838,9612025-03-31
BRK.B
BERKSHIRE HATHAWAY
187,570+5,538+3.04%
Created with Highcharts 10.1.0
$0.004.46%0.00%99,895,8912025-03-31
AMZN
AMAZON
482,900-6,912-1.41%
Created with Highcharts 10.1.0
$97.634.10%0.00%91,876,5222025-03-31
NVDA
NVIDIA
795,044+182,919+29.88%
Created with Highcharts 10.1.0
$38.013.85%0.00%86,166,9112025-03-31
PANW
PALO ALTO NETWORKS
480,092+12,628+2.70%
Created with Highcharts 10.1.0
$252.213.66%0.07%81,922,8992025-03-31
JPM
JPMORGAN CHASE
332,397+47,736+16.77%
Created with Highcharts 10.1.0
$164.053.64%0.01%81,537,1032025-03-31
GOOGL
ALPHABET
492,306-44,895-8.36%
Created with Highcharts 10.1.0
$101.053.40%0.01%76,130,2092025-03-31
AEP
AMERICAN ELECTRIC POWER CO
587,411+41,477+7.60%
Created with Highcharts 10.1.0
$89.152.87%0.11%64,186,3562025-03-31
PWR
QUANTA SERVICES
237,680+49,347+26.20%
Created with Highcharts 10.1.0
$199.652.70%0.16%60,413,4722025-03-31
META
META
102,392-474-0.46%
Created with Highcharts 10.1.0
$331.912.63%0.00%59,014,8992025-03-31
DLR
DIGITAL REALTY TRUST
402,525+203,799+102.55%
Created with Highcharts 10.1.0
$156.752.57%0.12%57,677,8752025-03-31
NEE
NEXTERA ENERGY
672,244-23,979-3.44%
Created with Highcharts 10.1.0
$67.682.13%0.03%47,655,3482025-03-31
KO
COCA COLA
659,077+10,678+1.65%
Created with Highcharts 10.1.0
$51.932.11%0.02%47,203,1302025-03-31
CAT
CATERPILLAR
139,204+14,063+11.24%
Created with Highcharts 10.1.0
$230.842.05%0.03%45,909,3772025-03-31
CME
CME GROUP
172,125+566+0.33%
Created with Highcharts 10.1.0
$197.842.04%0.05%45,662,9502025-03-31
AMT
AMERICAN TOWER
199,629+78,536+64.86%
Created with Highcharts 10.1.0
$197.671.94%0.04%43,439,2032025-03-31
GS
GOLDMAN SACHS GROUP
73,307+72,952+20,549.86%
Created with Highcharts 10.1.0
$598.901.79%0.02%40,046,7682025-03-31
ISRG
INTUITIVE SURGICAL
66,033-28,615-30.23%
Created with Highcharts 10.1.0
$283.591.46%0.02%32,704,1642025-03-31
ASML
ASML HOLDING NV
49,269-32,295-39.59%
Created with Highcharts 10.1.0
$662.621.46%0.00%32,647,0792025-03-31
TSM
TAIWAN SEMICONDUCTOR
194,028+143,457+283.67%
Created with Highcharts 10.1.0
$187.211.44%0.00%32,208,6772025-03-31
VZ
VERIZON COMMUNICATIONS
688,201+23,482+3.53%
Created with Highcharts 10.1.0
$46.501.39%0.02%31,216,7782025-03-31
COST
COSTCO WHOLESALE
30,895+2,472+8.70%
Created with Highcharts 10.1.0
$466.221.30%0.01%29,220,2502025-03-31
NFLX
NETFLIX
30,283-18,738-38.22%
Created with Highcharts 10.1.0
$292.361.26%0.01%28,239,8062025-03-31
UNP
UNION PACIFIC
118,449+73,086+161.11%
Created with Highcharts 10.1.0
$217.331.25%0.02%27,982,4322025-03-31
V
VISA
73,774-45,764-38.28%
Created with Highcharts 10.1.0
$183.231.15%0.00%25,854,9352025-03-31
MCD
MCDONALDS
81,018-3,586-4.24%
Created with Highcharts 10.1.0
$169.501.13%0.01%25,307,6482025-03-31
JNJ
JOHNSON & JOHNSON
152,078+2,764+1.85%
Created with Highcharts 10.1.0
$142.021.13%0.01%25,220,6772025-03-31
VB
VANGUARD SMALL-CAP INDEX FUND
111,576-8,373-6.98%
Created with Highcharts 10.1.0
$218.821.10%0.04%24,741,9252025-03-31
QCOM
QUALCOMM
160,678+16,266+11.26%
Created with Highcharts 10.1.0
$121.201.10%0.01%24,681,7442025-03-31
CSCO
CISCO SYSTEMS
395,866-18,144-4.38%
Created with Highcharts 10.1.0
$43.471.09%0.01%24,428,8812025-03-31
HD
HOME DEPOT
66,523+7,526+12.76%
Created with Highcharts 10.1.0
$311.941.09%0.01%24,380,0232025-03-31
MET
METLIFE
295,666+2,858+0.98%
Created with Highcharts 10.1.0
$47.741.06%0.04%23,739,0352025-03-31
ETN
EATON CORP
85,188+2,856+3.47%
Created with Highcharts 10.1.0
$111.771.03%0.02%23,156,5432025-03-31
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
178,191+5,821+3.38%
Created with Highcharts 10.1.0
$105.960.86%0.07%19,367,5382025-03-31
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
222,161-8,371-3.63%
Created with Highcharts 10.1.0
$78.440.81%0.04%18,163,9242025-03-31
FIS
FIDELITY NATIONAL INFORMATION
237,897-135-0.06%
Created with Highcharts 10.1.0
$62.590.79%0.05%17,766,1692025-03-31
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
187,465-1,581-0.84%
Created with Highcharts 10.1.0
$89.080.77%0.00%17,334,9252025-03-31
UL
UNILEVER
286,047+21,309+8.05%
Created with Highcharts 10.1.0
$52.000.76%0.00%17,034,1122025-03-31
TXN
TEXAS INSTRUMENTS
93,027-6,350-6.39%
Created with Highcharts 10.1.0
$131.660.75%0.01%16,717,0272025-03-31
UNH
UNITEDHEALTH GROUP
30,624-2,430-7.35%
Created with Highcharts 10.1.0
$431.880.72%0.00%16,039,0722025-03-31
ICE
INTERCONTINENTAL EXCHANGE
86,919+1,346+1.57%
Created with Highcharts 10.1.0
$99.040.67%0.02%14,993,5782025-03-31
CVX
CHEVRON
86,391+8,485+10.89%
Created with Highcharts 10.1.0
$145.020.65%0.00%14,452,3672025-03-31
LMT
LOCKHEED MARTIN
30,233+573+1.93%
Created with Highcharts 10.1.0
$388.070.60%0.01%13,505,3552025-03-31
TSLA
TESLA
49,404-22,246-31.05%
Created with Highcharts 10.1.0
$68.170.57%0.00%12,803,5412025-03-31
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
203,088+173,158+578.54%
Created with Highcharts 10.1.0
$61.680.56%0.02%12,611,7812025-03-31
SLB
SCHLUMBERGER
284,039+79,034+38.55%
Created with Highcharts 10.1.0
$41.600.53%0.02%11,872,8142025-03-31
LLY
ELI LILLY
13,940+1,469+11.78%
Created with Highcharts 10.1.0
$277.290.51%0.00%11,512,8502025-03-31
QQQ
INVESCO QQQ
22,993+615+2.75%
Created with Highcharts 10.1.0
$236.660.48%0.00%10,781,9602025-03-31
CMG
CHIPOTLE
201,230-3,599-1.76%
Created with Highcharts 10.1.0
$33.780.45%0.01%10,103,7582025-03-31