Alpha Cubed Investments, LLC
Alpha Cubed Investments, LLC is an SEC-registered investment adviser based in Irvine, California. Founded in 2011, the firm provides individualized and dynamic portfolio management for clients, with a team of approximately 34-35 employees. The company primarily serves high-net-worth individuals as well as other individuals, focusing exclusively on United States clients. Alpha Cubed Investments specializes in process-driven, tailored investment solutions, leveraging disciplined research and risk management. They have developed a reputation for client-focused active portfolio oversight.
Investment Strategy
Alpha Cubed Investments employs a disciplined, process-driven approach to portfolio management, customizing strategies to meet each client's specific financial goals. Their investment philosophy centers on dynamic asset allocation, rigorous fundamental research, and risk management, with a majority of assets managed for high-net-worth individuals. The firm invests across a broad array of equities, focusing on technology, consumer goods, and other diversified sectors, aiming for long-term capital appreciation through individualized strategies with continuous monitoring and adjustments.
Top Holdings
Equity Positions (297)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.63% | $148.5M | 298,567 | $174.91 | $497.41 | +$42.7M |
N NVDA | NVIDIA CORPORATION | 5.62% | $148.1M | 937,423 | $59.22 | $157.99 | +$61.9M |
A AAPL | APPLE INC | 5.22% | $137.6M | 670,450 | $65.93 | $205.17 | -$6.9M |
A AMZN | AMAZON COM INC | 4.70% | $123.9M | 564,862 | $127.26 | $219.39 | +$32.0M |
P PWR | QUANTA SVCS INC | 4.11% | $108.3M | 286,572 | $241.66 | $378.08 | +$47.9M |