Asset Manager
← All Institutions
Alpha Cubed Investments, LLC
Market Value
$0
-100.0%
Holdings
296
-22
New Purchases
0
Added To
0
Closed
296
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 68 | $0 | 0% |
| Large Cap | 188 | $0 | 0% |
| Mid Cap | 21 | $0 | 0% |
| Small Cap | 13 | $0 | 0% |
| Micro Cap | 6 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$250.8B
Median Market Cap
$82.1B
Avg P/E
34.8
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
199
# ETFs / Funds
97
Top Holdings (296 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | XOM | —% | — | — | — | -$5M | -39,685 | -100.0% | SOLD |
| 2 | T | —% | — | — | — | -$727K | -29,259 | -100.0% | SOLD |
| 3 | ACN | —% | — | — | — | -$14M | -53,828 | -100.0% | SOLD |
| 4 | GLW | —% | — | — | — | -$738K | -8,430 | -100.0% | SOLD |
| 5 | BRK-A | —% | — | — | — | -$755K | -1 | -100.0% | SOLD |
| 6 | DIS | —% | — | — | — | -$1M | -9,464 | -100.0% | SOLD |
| 7 | CVX | —% | — | — | — | -$27M | -179,445 | -100.0% | SOLD |
| 8 | ED | —% | — | — | — | -$266K | -2,683 | -100.0% | SOLD |
| 9 | ALL | —% | — | — | — | -$219K | -1,052 | -100.0% | SOLD |
| 10 | UBER | —% | — | — | — | -$274K | -3,359 | -100.0% | SOLD |
| 11 | NOW | —% | — | — | — | -$479K | -3,130 | -100.0% | SOLD |
| 12 | UI | —% | — | — | — | -$919K | -1,661 | -100.0% | SOLD |
| 13 | SNOW | —% | — | — | — | -$439K | -1,999 | -100.0% | SOLD |
| 14 | ET | —% | — | — | — | -$491K | -29,800 | -100.0% | SOLD |
| 15 | NEE | —% | — | — | — | -$72M | -898,899 | -100.0% | SOLD |
| 16 | AMT | —% | — | — | — | -$10M | -55,307 | -100.0% | SOLD |
| 17 | CMG | —% | — | — | — | -$293K | -7,920 | -100.0% | SOLD |
| 18 | D | —% | — | — | — | -$275K | -4,687 | -100.0% | SOLD |
| 19 | DLR | —% | — | — | — | -$15M | -98,467 | -100.0% | SOLD |
| 20 | MAIN | —% | — | — | — | -$418K | -6,921 | -100.0% | SOLD |
| 21 | WES | —% | — | — | — | -$223K | -5,649 | -100.0% | SOLD |
| 22 | AWR | —% | — | — | — | -$435K | -6,000 | -100.0% | SOLD |
| 23 | GVA | —% | — | — | — | -$225K | -1,951 | -100.0% | SOLD |
| 24 | ANET | —% | — | — | — | -$532K | -4,063 | -100.0% | SOLD |
| 25 | GE | —% | — | — | — | -$1M | -4,427 | -100.0% | SOLD |
| 26 | SPG | —% | — | — | — | -$664K | -3,586 | -100.0% | SOLD |
| 27 | ICE | —% | — | — | — | -$42M | -260,129 | -100.0% | SOLD |
| 28 | TWLO | —% | — | — | — | -$285K | -2,004 | -100.0% | SOLD |
| 29 | MS | —% | — | — | — | -$580K | -3,267 | -100.0% | SOLD |
| 30 | GS | —% | — | — | — | -$90M | -102,288 | -100.0% | SOLD |
| 31 | HD | —% | — | — | — | -$15M | -44,365 | -100.0% | SOLD |
| 32 | AXP | —% | — | — | — | -$458K | -1,237 | -100.0% | SOLD |
| 33 | ABBV | —% | — | — | — | -$13M | -55,654 | -100.0% | SOLD |
| 34 | DHR | —% | — | — | — | -$257K | -1,121 | -100.0% | SOLD |
| 35 | CRM | —% | — | — | — | -$706K | -2,666 | -100.0% | SOLD |
| 36 | CAH | —% | — | — | — | -$625K | -3,039 | -100.0% | SOLD |
| 37 | DB | —% | — | — | — | -$241K | -6,240 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$638K | -5,089 | -100.0% | SOLD |
| 39 | BMY | —% | — | — | — | -$722K | -13,383 | -100.0% | SOLD |
| 40 | BTI | —% | — | — | — | -$233K | -4,113 | -100.0% | SOLD |
| 41 | MO | —% | — | — | — | -$1M | -25,568 | -100.0% | SOLD |
| 42 | SRE | —% | — | — | — | -$991K | -11,228 | -100.0% | SOLD |
| 43 | KO | —% | — | — | — | -$20M | -291,563 | -100.0% | SOLD |
| 44 | VZ | —% | — | — | — | -$26M | -649,377 | -100.0% | SOLD |
| 45 | LOW | —% | — | — | — | -$1M | -4,830 | -100.0% | SOLD |
| 46 | UPS | —% | — | — | — | -$657K | -6,619 | -100.0% | SOLD |
| 47 | NMT | —% | — | — | — | -$238K | -21,011 | -100.0% | SOLD |
| 48 | MSI | —% | — | — | — | -$259K | -677 | -100.0% | SOLD |
| 49 | SPGI | —% | — | — | — | -$739K | -1,414 | -100.0% | SOLD |
| 50 | WEC | —% | — | — | — | -$513K | -4,860 | -100.0% | SOLD |
| 51 | BX | —% | — | — | — | -$1M | -7,981 | -100.0% | SOLD |
| 52 | PFE | —% | — | — | — | -$412K | -16,556 | -100.0% | SOLD |
| 53 | IBM | —% | — | — | — | -$3M | -9,797 | -100.0% | SOLD |
| 54 | WM | —% | — | — | — | -$393K | -1,788 | -100.0% | SOLD |
| 55 | MET | —% | — | — | — | -$10M | -129,114 | -100.0% | SOLD |
| 56 | GEV | —% | — | — | — | -$690K | -1,055 | -100.0% | SOLD |
| 57 | DE | —% | — | — | — | -$644K | -1,384 | -100.0% | SOLD |
| 58 | PM | —% | — | — | — | -$570K | -3,554 | -100.0% | SOLD |
| 59 | LMT | —% | — | — | — | -$30M | -61,945 | -100.0% | SOLD |
| 60 | TJX | —% | — | — | — | -$357K | -2,327 | -100.0% | SOLD |
| 61 | SYK | —% | — | — | — | -$766K | -2,179 | -100.0% | SOLD |
| 62 | CAT | —% | — | — | — | -$72M | -125,238 | -100.0% | SOLD |
| 63 | BR | —% | — | — | — | -$300K | -1,343 | -100.0% | SOLD |
| 64 | MMM | —% | — | — | — | -$268K | -1,672 | -100.0% | SOLD |
| 65 | JPM | —% | — | — | — | -$93M | -287,260 | -100.0% | SOLD |
| 66 | ITW | —% | — | — | — | -$406K | -1,647 | -100.0% | SOLD |
| 67 | BAC | —% | — | — | — | -$3M | -53,339 | -100.0% | SOLD |
| 68 | SO | —% | — | — | — | -$829K | -9,504 | -100.0% | SOLD |
| 69 | TRV | —% | — | — | — | -$904K | -3,117 | -100.0% | SOLD |
| 70 | SCHW | —% | — | — | — | -$2M | -22,740 | -100.0% | SOLD |
| 71 | MCO | —% | — | — | — | -$259K | -507 | -100.0% | SOLD |
| 72 | PG | —% | — | — | — | -$1M | -10,267 | -100.0% | SOLD |
| 73 | CTVA | —% | — | — | — | -$246K | -3,673 | -100.0% | SOLD |
| 74 | NSC | —% | — | — | — | -$559K | -1,935 | -100.0% | SOLD |
| 75 | SCI | —% | — | — | — | -$211K | -2,700 | -100.0% | SOLD |
| 76 | MPLX | —% | — | — | — | -$303K | -5,675 | -100.0% | SOLD |
| 77 | V | —% | — | — | — | -$23M | -66,932 | -100.0% | SOLD |
| 78 | EPD | —% | — | — | — | -$436K | -13,601 | -100.0% | SOLD |
| 79 | CMI | —% | — | — | — | -$724K | -1,418 | -100.0% | SOLD |
| 80 | ETN | —% | — | — | — | -$26M | -80,095 | -100.0% | SOLD |
| 81 | PWR | —% | — | — | — | -$112M | -265,745 | -100.0% | SOLD |
| 82 | TMO | —% | — | — | — | -$215K | -371 | -100.0% | SOLD |
| 83 | CI | —% | — | — | — | -$312K | -1,134 | -100.0% | SOLD |
| 84 | SCCO | —% | — | — | — | -$404K | -2,819 | -100.0% | SOLD |
| 85 | UNP | —% | — | — | — | -$10M | -44,973 | -100.0% | SOLD |
| 86 | PML | —% | — | — | — | -$220K | -29,201 | -100.0% | SOLD |
| 87 | ESS | —% | — | — | — | -$404K | -1,543 | -100.0% | SOLD |
| 88 | GM | —% | — | — | — | -$275K | -3,387 | -100.0% | SOLD |
| 89 | KMI | —% | — | — | — | -$413K | -15,030 | -100.0% | SOLD |
| 90 | LLY | —% | — | — | — | -$29M | -27,402 | -100.0% | SOLD |
| 91 | NEM | —% | — | — | — | -$265K | -2,653 | -100.0% | SOLD |
| 92 | MA | —% | — | — | — | -$2M | -3,198 | -100.0% | SOLD |
| 93 | BA | —% | — | — | — | -$1M | -5,587 | -100.0% | SOLD |
| 94 | KKR | —% | — | — | — | -$562K | -4,411 | -100.0% | SOLD |
| 95 | MRK | —% | — | — | — | -$7M | -64,947 | -100.0% | SOLD |
| 96 | O | —% | — | — | — | -$885K | -15,695 | -100.0% | SOLD |
| 97 | MCD | —% | — | — | — | -$23M | -75,283 | -100.0% | SOLD |
| 98 | JBL | —% | — | — | — | -$234K | -1,026 | -100.0% | SOLD |
| 99 | JCI | —% | — | — | — | -$206K | -1,724 | -100.0% | SOLD |
| 100 | LNG | —% | — | — | — | -$203K | -1,047 | -100.0% | SOLD |
Options Breakdown
1 Calls
$0 Call Value
0 Puts
$0 Put Value
Top Calls
| Symbol | Shares | Value | Status |
|---|---|---|---|
| NVDA | — | $0 | SOLD |