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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Alpha Cubed Investments, LLC

Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0001580830-25-000008

Total Value
$2.87B
Positions
297
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (297)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL703,416$179.1M6.24%
2NVIDIA CORPORATIONNVDA931,646$173.8M6.06%
3MICROSOFT CORPMSFT291,960$151.2M5.27%
4AMAZON COM INCAMZN580,316$127.4M4.44%
5ALPHABET INCGOOG473,413$115.1M4.01%
6PALO ALTO NETWORKS INCPANW554,585$112.9M3.94%
7BROADCOM INCAVGO335,479$110.7M3.86%
8TAIWAN SEMICONDUCTOR MFG LTD874039100392,270$109.6M3.82%
9QUANTA SVCS INC74762E102263,353$109.1M3.80%
10JPMORGAN CHASE & CO.VYLD331,476$104.6M3.64%
11BERKSHIRE HATHAWAY INC DELBRK-A187,122$94.1M3.28%
12META PLATFORMS INCMETA122,722$90.1M3.14%
13GOLDMAN SACHS GROUP INCGSCE98,946$78.8M2.75%
14CATERPILLAR INCCAT160,764$76.7M2.67%
15AMERICAN ELEC PWR CO INC025537101665,602$74.9M2.61%
16NEXTERA ENERGY INCNEE-PW879,298$66.4M2.31%
17AMERICAN TOWER CORP NEW03027X100237,591$45.7M1.59%
18UNITEDHEALTH GROUP INCUNH124,682$43.1M1.50%
19INTUITIVE SURGICAL INCISRG92,600$41.4M1.44%
20ADVANCED MICRO DEVICES INCAMD206,849$33.5M1.17%
21NETFLIX INCNFLX26,351$31.6M1.10%
22EATON CORP PLCETN81,173$30.4M1.06%
23LOCKHEED MARTIN CORPLMT60,601$30.3M1.05%
24COSTCO WHSL CORP NEW22160K10531,946$29.6M1.03%
25VERIZON COMMUNICATIONS INCVZ671,442$29.5M1.03%
26ASML HOLDING N VASMLF30,023$29.1M1.01%
27CISCO SYS INCCSCO368,798$25.2M0.88%
28CME GROUP INCCME91,667$24.8M0.86%
29CHEVRON CORP NEWCVX158,257$24.6M0.86%
30ISHARES TR464287242218,189$24.3M0.85%
31VISA INCV70,333$24.0M0.84%
32MCDONALDS CORPMCD76,253$23.2M0.81%
33CROWDSTRIKE HLDGS INCCRWD45,351$22.2M0.78%
34PIMCO ETF TR72201R775232,551$21.7M0.76%
35JOHNSON & JOHNSONJNJ107,264$19.9M0.69%
36COCA COLA COKO292,953$19.4M0.68%
37PALANTIR TECHNOLOGIES INCPLTR102,636$18.7M0.65%
38VANGUARD SCOTTSDALE FDS92206C870217,820$18.3M0.64%
39VANGUARD STAR FDS921909768249,090$18.3M0.64%
40TESLA INCTSLA40,502$18.0M0.63%
41HOME DEPOT INCHD44,024$17.8M0.62%
42DIGITAL RLTY TR INC253868103102,829$17.8M0.62%
43UNILEVER PLCUNLYF276,342$16.4M0.57%
44TEXAS INSTRS INC88250810486,546$15.9M0.55%
45VULCAN MATLS CO92916010951,401$15.8M0.55%
46QUEST DIAGNOSTICS INCDGX71,190$13.6M0.47%
47INTERCONTINENTAL EXCHANGE IN45866F10479,788$13.4M0.47%
48INVESCO QQQ TRIVZ22,229$13.3M0.47%
49ORACLE CORPORCL-PD44,825$12.6M0.44%
50ELI LILLY & COLLY15,543$11.9M0.41%
51ALPHABET INCGOOG48,184$11.7M0.41%
52METLIFE INCMET-PF132,858$10.9M0.38%
53ABBVIE INCABBV46,741$10.8M0.38%
54UNION PAC CORPUNP45,451$10.7M0.37%
55VANGUARD INDEX FDS92290836315,268$9.3M0.33%
56VANGUARD SPECIALIZED FUNDS92190884441,549$9.0M0.31%
57CHIPOTLE MEXICAN GRILL INCCMG212,201$8.3M0.29%
58RELIANCE INCRS24,767$7.0M0.24%
59MERCK & CO INCMRK65,133$5.5M0.19%
60WALMART INCWMT52,171$5.4M0.19%
61SPDR S&P 500 ETF TRSPY7,123$4.7M0.17%
62AMGEN INCAMGN15,929$4.5M0.16%
63EXXON MOBIL CORPXOM39,775$4.5M0.16%
64SCHWAB STRATEGIC TR808524797161,892$4.4M0.15%
65VANGUARD WORLD FD92191081610,122$4.1M0.14%
66VANGUARD SCOTTSDALE FDS92206C40950,562$4.0M0.14%
67APPLIED MATLS INC03822210519,630$4.0M0.14%
68SHOPIFY INCSHOP26,944$4.0M0.14%
69SSGA ACTIVE ETF TR78467V84898,197$4.0M0.14%
70ZOETIS INCZTS25,558$3.7M0.13%
71VANGUARD INDEX FDS92290875114,355$3.7M0.13%
72VANGUARD WORLD FD92191084025,343$3.5M0.12%
73WELLS FARGO CO NEW94974610141,011$3.4M0.12%
74VANGUARD WHITEHALL FDS92194640621,936$3.1M0.11%
75QUALCOMM INCQCOM18,300$3.0M0.11%
76KLA CORPKLAC2,719$2.9M0.10%
77ROBINHOOD MKTS INC77070010220,482$2.9M0.10%
78INTERNATIONAL BUSINESS MACHSINTR10,276$2.9M0.10%
79BANK AMERICA CORP06050510452,611$2.7M0.09%
80SNOWFLAKE INCSNOW11,881$2.7M0.09%
81VANGUARD INDEX FDS9229087697,973$2.6M0.09%
82INVESCO EXCHANGE TRADED FD TIVZ34,662$2.5M0.09%
83RTX CORPORATIONRTX14,670$2.5M0.09%
84SCHWAB CHARLES CORPSCHW-PJ25,701$2.5M0.09%
85ISHARES TR46429B65547,592$2.4M0.08%
86ISHARES TR4642872003,630$2.4M0.08%
87ISHARES TR4642876226,536$2.4M0.08%
88STARBUCKS CORPSBUX23,498$2.0M0.07%
89MASTERCARD INCORPORATEDMA3,362$1.9M0.07%
90VANGUARD INDEX FDS92290874410,130$1.9M0.07%
91ISHARES TR46428730915,619$1.9M0.07%
92MERCADOLIBRE INCMELI781$1.8M0.06%
93PINTEREST INCPINS55,490$1.8M0.06%
94ALTRIA GROUP INCMO25,630$1.7M0.06%
95PROCTER AND GAMBLE CO74271810910,536$1.6M0.06%
96ISHARES BITCOIN TRUST ETFIBIT23,978$1.6M0.05%
97VANGUARD INDEX FDS9229087363,140$1.5M0.05%
98ISHARES TR46428722614,468$1.5M0.05%
99NXP SEMICONDUCTORS N VNXPI6,281$1.4M0.05%
100GE AEROSPACE3696043014,737$1.4M0.05%
101NUVEEN ARIZONA QLTY MUN INCNU118,776$1.4M0.05%
102CINTAS CORPCTAS6,748$1.4M0.05%
103INVESCO EXCHANGE TRADED FD TIVZ7,279$1.4M0.05%
104VANGUARD INDEX FDS9229086294,620$1.4M0.05%
105SELECT SECTOR SPDR TR81369Y88615,246$1.3M0.05%
106LAM RESEARCH CORPLRCX9,912$1.3M0.05%
107BLACKSTONE INCBX7,701$1.3M0.05%
108LINDE PLCLIN2,610$1.2M0.04%
109WORLD GOLD TRGLDW16,051$1.2M0.04%
110SELECT SECTOR SPDR TR81369Y50613,595$1.2M0.04%
111LOWES COS INC5486611074,830$1.2M0.04%
112UBIQUITI INCUI1,797$1.2M0.04%
113SIMON PPTY GROUP INC NEW8288061096,152$1.2M0.04%
114HONEYWELL INTL INC4385161065,275$1.1M0.04%
115DISNEY WALT CO2546871069,578$1.1M0.04%
116SELECT SECTOR SPDR TR81369Y8033,860$1.1M0.04%
117CITIGROUP INCC-PR10,184$1.0M0.04%
118SEMPRASREA11,482$1.0M0.04%
119ISHARES TR46428746511,026$1.0M0.04%
120MARRIOTT INTL INC NEW5719032023,920$1.0M0.04%
121SPDR SERIES TRUST78464A7637,167$1.0M0.03%
122VANGUARD WORLD FD92204A7021,340$1.0M0.03%
123ALIBABA GROUP HLDG LTDBBAAY5,523$987,1260.03%
124REALTY INCOME CORPO15,661$952,0110.03%
125AT&T INCT-PC31,680$894,6430.03%
126VANECK ETF TRUST92189F43729,974$891,1270.03%
127TRAVELERS COMPANIES INCTRV3,117$870,4010.03%
128SPDR GOLD TRGLD2,391$849,9290.03%
129ISHARES TR4642876141,747$818,3190.03%
130ISHARES TR4642871766,854$762,3080.03%
131FIDELITY NATL INFORMATION SV31620M10611,494$757,8920.03%
132ISHARES SILVER TRSLV17,829$755,4150.03%
133BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.03%
134BOEING COBA-PA3,460$746,6720.03%
135GLOBAL X FDS37954Y65738,001$738,3590.03%
136PIMCO ETF TR72201R8337,280$732,9730.03%
137GILEAD SCIENCES INCGILD6,544$726,4010.03%
138AMPLIFY ETF TR0321086648,349$724,7200.03%
139ROSS STORES INCROST4,717$718,8240.03%
140STRYKER CORPORATIONSYK1,928$712,7240.02%
141FAIR ISAAC CORPFICO475$710,8520.02%
142NORTHROP GRUMMAN CORPNOC1,166$710,5970.02%
143ABBOTT LABSABLZF5,262$704,7290.02%
144S&P GLOBAL INCSPGI1,425$693,7580.02%
145GE VERNOVA INCGEV1,126$692,3770.02%
146CORNING INCGLW8,400$689,0230.02%
147DEERE & CODE1,495$683,6820.02%
148BOSTON OMAHA CORPBOC52,072$681,1020.02%
149ISHARES TR4642882574,807$664,5360.02%
150DUKE ENERGY CORP NEWDUKB5,365$663,9800.02%
151SALESFORCE INCCRM2,766$655,6020.02%
152VANGUARD SCOTTSDALE FDS92206C8138,253$640,8450.02%
153SOUTHERN COSOMN6,640$629,2980.02%
154SELECT SECTOR SPDR TR81369Y86014,933$629,1270.02%
155VANGUARD TAX-MANAGED FDS92194385810,319$618,3030.02%
156ISHARES TR4642875232,258$612,1390.02%
157INTEL CORPINTC18,151$608,9630.02%
158BRISTOL-MYERS SQUIBB COCELG-RI13,383$603,5730.02%
159ISHARES TR46432F3393,079$598,8660.02%
160CUMMINS INCCMI1,413$596,9710.02%
161ARISTA NETWORKS INCANET4,000$582,8400.02%
162ADOBE INCADBE1,637$577,4520.02%
163SERVICENOW INCNOW626$576,0950.02%
164HUNTINGTON BANCSHARES INCHBANP33,268$574,5450.02%
165KKR & CO INCKKRT4,411$573,2090.02%
166NORFOLK SOUTHN CORP6558441081,888$567,1740.02%
167FISERV INCFISV4,359$562,0060.02%
168ISHARES TR46435G4253,832$557,9670.02%
169UNITED PARCEL SERVICE INCUPS6,619$552,8850.02%
170WEC ENERGY GROUP INCWEC4,819$552,2630.02%
171SCHWAB STRATEGIC TR80852440918,713$544,7220.02%
172ENERGY TRANSFER L PET-PI31,736$544,5860.02%
173SPDR SERIES TRUST78464A4095,115$534,5690.02%
174SHERWIN WILLIAMS COSHW1,505$521,0990.02%
175SPDR DOW JONES INDL AVERAGE78467X1091,122$520,3160.02%
176MORGAN STANLEYMS-PQ3,232$513,7400.02%
177MAIN STR CAP CORP56035L1048,004$508,9440.02%
178PEPSICO INCPEP3,577$502,2900.02%
179ENTERPRISE PRODS PARTNERS L29379210715,577$487,0950.02%
180CHECK POINT SOFTWARE TECH LTM224651042,325$481,0660.02%
181CARDINAL HEALTH INCCAH3,039$477,0010.02%
182UNITED RENTALS INCURI498$475,1350.02%
183PHILIP MORRIS INTL INC7181721092,925$474,4960.02%
184VANGUARD MUN BD FDS9229077469,320$466,6350.02%
185ISHARES TR46432F3961,801$461,7430.02%
186FIRST TR EXCHANGE-TRADED FD33738D3099,983$457,6210.02%
187ISHARES GOLD TRIAU11,863$456,7260.02%
188OSHKOSH CORPOSK3,500$453,9500.02%
189VANGUARD INDEX FDS9229086371,470$452,6640.02%
190PFIZER INCPFE17,720$451,5170.02%
191SCHWAB STRATEGIC TR80852430013,894$443,3600.02%
192AMER STATES WTR CO0298991016,000$439,9200.02%
193KINDER MORGAN INC DELEP-PC15,431$436,8480.02%
194ILLINOIS TOOL WKS INC4523081091,655$431,6690.02%
195AMERICAN EXPRESS COAXP1,292$429,0620.01%
196SELECT SECTOR SPDR TR81369Y2093,016$419,6800.01%
197ISHARES TR46428771312,934$417,2510.01%
198AKAMAI TECHNOLOGIES INCAKAM5,500$416,6800.01%
199SKY HARBOUR GROUP CORPORATIOSKYH-WT275,775$416,4200.01%
200XCEL ENERGY INCXELLL5,097$411,1010.01%
201ANALOG DEVICES INCADI1,621$398,2800.01%
202VANGUARD ADMIRAL FDS INC9219327031,983$395,5490.01%
203WASTE MGMT INC DEL94106L1091,783$393,6410.01%
204MEDTRONIC PLCMDT4,085$389,0550.01%
205ISHARES TR4642878043,236$384,4920.01%
206MPLX LPMPLXP7,693$384,2660.01%
207VANECK ETF TRUST92189F6761,170$381,8610.01%
208COMCAST CORP NEWCCZ11,722$368,3050.01%
209ISHARES GOLD TRIAU5,035$366,3970.01%
210ENBRIDGE INCENNPF7,112$358,8720.01%
211NNN REIT INCNNN8,375$356,5420.01%
212ISHARES TR4642875075,440$355,0140.01%
213MAMAS CREATIONS INC56146T10332,771$344,4230.01%
214ESSEX PPTY TR INC2971781051,268$339,5040.01%
215SOUTHERN COPPER CORPSCCO2,797$339,4440.01%
216TJX COS INC NEW8725401092,340$338,2240.01%
217NUCOR CORPNUE2,491$337,3130.01%
218ALLSTATE CORPALL-PJ1,559$334,6610.01%
219SCHWAB STRATEGIC TR80852420112,668$333,6750.01%
220ONEOK INC NEWOKE4,548$331,8680.01%
221INVESCO EXCHANGE TRADED FD TIVZ5,011$326,7810.01%
222UBER TECHNOLOGIES INCUBER3,290$322,3210.01%
223VANGUARD INTL EQUITY INDEX F9220427182,244$319,8940.01%
224CSX CORPCSX8,772$311,4940.01%
225THE CIGNA GROUP1255231001,078$310,8440.01%
226ETFS GOLD TR00326A1048,418$309,8670.01%
227CANADIAN PACIFIC KANSAS CITYCP4,115$306,5260.01%
228SPDR SERIES TRUST78464A1021,124$305,9870.01%
229FLAHERTY & CRUMRINE PFD SECS33847810018,076$305,3120.01%
230MOTOROLA SOLUTIONS INCMSI666$304,3320.01%
231VANGUARD SCOTTSDALE FDS92206C1024,960$291,8960.01%
232TORM PLCTRMD13,995$288,5770.01%
233DOMINION ENERGY INCD4,687$286,7040.01%
234CAPITAL ONE FINL CORP14040H1051,325$281,7270.01%
235T-MOBILE US INCTMUSZ1,173$280,8100.01%
236ISHARES TR4642871501,876$273,2390.01%
237BANK NEW YORK MELLON CORP0640581002,507$273,1880.01%
238ISHARES TR4642884487,452$272,3680.01%
239GRAYSCALE ETHEREUM MINI TR E38964R2036,942$271,9880.01%
240DIMENSIONAL ETF TRUST25434V7246,053$270,5270.01%
241CONSOLIDATED EDISON INCED2,683$269,6900.01%
242PAYPAL HLDGS INCPYPL3,989$267,5020.01%
243SCHWAB STRATEGIC TR8085247556,156$264,4620.01%
244ISHARES U S ETF TR46431W5075,135$263,3230.01%
245AXON ENTERPRISE INCAXON363$260,5030.01%
246ISHARES TR4642875981,247$253,8770.01%
247VANGUARD WORLD FD92204A8761,325$250,9680.01%
248ISHARES TR4642874402,579$248,7700.01%
249CORTEVA INCCTVA3,649$246,7710.01%
250CHENIERE ENERGY INCLNG1,045$245,4560.01%
251NUVEEN MASSACHUSETS QLT MUNNU21,011$244,7780.01%
252MOODYS CORPMCO506$241,1550.01%
253WORKDAY INCWDAY1,000$240,7300.01%
254SPDR SERIES TRUST78464A3757,069$239,5680.01%
255BRITISH AMERN TOB PLC1104481074,513$239,5500.01%
256ISHARES TR46432F8422,740$239,2340.01%
257COHEN & STEERS SELECT PFD &19248Y10711,448$237,8990.01%
258SCHWAB STRATEGIC TR8085241029,135$234,8660.01%
259INTUITINTU341$232,8400.01%
260PROSHARES TR74348A4672,258$232,7320.01%
261MICRON TECHNOLOGY INCMU1,372$229,6120.01%
262GENERAL MTRS CO37045V1003,761$229,3260.01%
263PIMCO MUN INCOME FD II72200W10628,785$227,6870.01%
2643M COMMM1,451$225,2120.01%
265SERVICE CORP INTL8175651042,700$224,6940.01%
266NEWMONT CORPNEMCL2,653$223,6740.01%
267JABIL INCJBL1,026$222,8410.01%
268AUTOMATIC DATA PROCESSING INADP755$221,7010.01%
269LIVE NATION ENTERTAINMENT INLYV1,350$220,5900.01%
270WESTERN MIDSTREAM PARTNERS LWES5,540$217,6780.01%
271DEUTSCHE BANK A GD181908986,131$217,0990.01%
272DANAHER CORPORATION2358511021,094$216,9620.01%
273MONDELEZ INTL INC6092071053,470$216,7950.01%
274AUTODESK INCADSK680$216,0160.01%
275THE TRADE DESK INC88339J1054,400$215,6440.01%
276EMCOR GROUP INCEME330$214,1960.01%
277GRANITE CONSTR INCGVA1,951$213,9270.01%
278EXPEDIA GROUP INCEXPE1,000$213,7500.01%
279NASDAQ INCNDAQ2,414$213,5180.01%
280LULULEMON ATHLETICA INCLULU1,179$209,7790.01%
281SCHWAB STRATEGIC TR8085245087,029$208,3280.01%
282MARATHON PETE CORPMARA1,079$207,9520.01%
283LINCOLN EDL SVCS CORP5335351008,750$205,6250.01%
284IDACORP INCIDA1,532$202,4540.01%
285TWILIO INCTWLO2,004$200,5800.01%
286SELECT SECTOR SPDR TR81369Y6053,721$200,4290.01%
287SKY HARBOUR GROUP CORPORATIOSKYH-WT15,468$152,6690.01%
288GRAB HOLDINGS LIMITEDGRABW23,316$140,3620.00%
289NUVEEN PFD & INCOME OPPORTUNNU16,776$137,5630.00%
290CALAMOS CONV OPPORTUNITIES &12811710812,300$132,7170.00%
291PIMCO HIGH INCOME FD72201410722,194$110,7470.00%
292PIMCO STRATEGIC INCOME FD72200X10412,000$91,0800.00%
293ABSCI CORPORATIONABSI26,230$79,7390.00%
294CREDIT SUISSE HIGH YIELD CREDHY35,000$72,1000.00%
295OLD MKT CAP CORP65373A10913,405$69,0360.00%
296NVIDIA CORPORATIONNVDA100$7,2250.00%
297BRAND ENGAGEMENT NETWORK INCBNAIW20,000$5,8800.00%