Alpha Cubed Investments, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Irvine, CA
CIK
0001580830
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 280 1,787,854 AAPL, MSFT, GOOGL, AMZN 13F-HR 2/5/2024 000108514624000724
Q3 2023 262 1,487,547 AAPL, MSFT, GOOGL, BRK-B 13F-HR 10/19/2023 000108514623003826
Q2 2023 270 1,483,322 AAPL, MSFT, AMZN, GOOGL 13F-HR 7/20/2023 000108514623002771
Q1 2023 284 1,382,230 AAPL, MSFT, GOOGL, BRK-B 13F-HR 4/26/2023 000108514623001915
Q4 2022 282 1,321,145 AAPL, MSFT, JNJ, BRK-B 13F-HR 1/25/2023 000108514623000351
Q3 2022 258 1,281,127 AAPL, MSFT, FLOT, JPM 13F-HR 11/3/2022 000108514622003771
Q2 2022 314 1,377,078 AAPL, MSFT, VZ, FLOT 13F-HR 7/21/2022 000108514622002522
Q1 2022 335 1,561,148 AAPL, MSFT, JPM, FLOT 13F-HR 4/21/2022 000108514622001510
Q4 2021 273 1,528,215 AAPL, MSFT, JPM, FLOT 13F-HR 1/18/2022 000108514622000178
Q3 2021 266 1,329,396 AAPL, MSFT, JPM, VCSH 13F-HR 10/26/2021 000108514621002900
Q2 2021 267 1,384,031 AAPL, MSFT, JPM, AMZN 13F-HR 7/19/2021 000108514621002021
Q1 2021 259 1,286,855 AAPL, MSFT, JPM, AMZN 13F-HR 4/22/2021 000108514621001293
Q4 2020 261 1,171,115 AAPL, MSFT, AMZN, VCSH 13F-HR 1/29/2021 000108514621000347
Q3 2020 233 1,045,638 AAPL, MSFT, VCSH, AMZN 13F-HR 10/14/2020 000108514620002510
Q2 2020 220 913,671 AAPL, MSFT, AMZN, VCSH 13F-HR 7/13/2020 000108514620001758
Q1 2020 223 831,791 AAPL, MSFT, VCSH, AMZN 13F-HR 4/10/2020 000108514620001094
Q4 2019 257 972,027 AAPL, MSFT, VCSH, VZ 13F-HR 1/17/2020 000108514620000204
Q3 2019 255 857,435 AAPL, MSFT, VCSH, VZ 13F-HR 10/18/2019 000108514619002585
Q2 2019 256 863,802 AAPL, MSFT, VCSH, MCD 13F-HR 7/19/2019 000108514619001926
Q1 2019 245 825,496 AAPL, SDY, MSFT, VCSH 13F-HR 4/26/2019 000108514619001253
Q4 2018 225 667,496 AAPL, SDY, VCSH, MSFT 13F-HR 1/29/2019 000108514619000258
Q3 2018 320 858,360 AAPL, VCSH, MSFT, AMGN 13F-HR 10/25/2018 000108514618002383
Q2 2018 227 776,170 AAPL, VCSH, MSFT, WDC 13F-HR 7/26/2018 000108514618001765
Q1 2018 225 765,709 AAPL, VCSH, WDC, MSFT 13F-HR 5/9/2018 000108514618001280
Q4 2017 241 765,954 AAPL, VCSH, MSFT, WDC 13F-HR 2/9/2018 000108514618000488
Q3 2017 230 664,347 AAPL, VCSH, WDC, MSFT 13F-HR 10/23/2017 000108514617002097
Q2 2017 206 582,429 AAPL, WDC, IEF, PG 13F-HR 7/27/2017 000108514617001573
Q1 2017 188 489,480 AAPL, WDC, IEF, TOTL 13F-HR 5/2/2017 000108514617001065
Q4 2016 188 416,842 AAPL, WDC, PG, MSFT 13F-HR 1/30/2017 000108514617000217
Q3 2016 177 372,211 AAPL, PG, QCOM, WDC 13F-HR 10/24/2016 000108514616004557
Q2 2016 145 290,035 AAPL, PG, MCD, GILD RESTATEMENT 8/12/2016 000108514616004254
Q1 2016 158 327,610 AAPL, PG, GE, GM 13F-HR 5/10/2016 000108514616003637
Q4 2015 176 383,092 AAPL, PG, GILD, GM 13F-HR 2/8/2016 000108514616002800
Q3 2015 189 381,524 AAPL, PG, GILD, GM 13F-HR 11/9/2015 000108514615002197
Q2 2015 183 372,860 AAPL, GILD, PG, BAC 13F-HR 8/3/2015 000108514615001569
Q1 2015 174 321,320 AAPL, GILD, PG, CSCO 13F-HR 5/13/2015 000108514615001152
Q4 2014 138 255,809 AAPL, GILD, ORCL, CSCO 13F-HR 1/30/2015 000108514615000197
Q3 2014 145 211,988 GILD, AAPL, BAC, JPM 13F-HR 10/28/2014 000108514614002037
Q2 2014 167 224,409 GILD, AAPL, JPM, SDRLF 13F-HR 7/21/2014 000108514614001364
Q1 2014 162 192,689 JPM, GILD, BAC, AAPL 13F-HR 4/11/2014 000108514614000856
Q4 2013 203 279,601 JPM, GILD, AAPL, AMGN 13F-HR 3/7/2014 000108514614000767
Additional filings from Alpha Cubed Investments, LLC that have since been restated