Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALPHA CUBED INVESTMENTS LLC | 10-19-2023 | 09-30-2023 | 262 | 1,487,547,862 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $112,043,966 | 654,424 | 0.01 | 0.01 | -36,867 | -5.33 | 09-30-2023 |
| MICROSOFT CORP | COM | 2 | $84,820,158 | 268,631 | 0.01 | 0.01 | -12,299 | -4.38 | 09-30-2023 |
| ALPHABET INC | CAP STK CL A | 3 | $59,315,460 | 453,274 | 0.00 | 0.00 | 61,769 | 15.78 | 09-30-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $51,659,700 | 147,473 | 0.00 | 0.00 | 15,986 | 12.16 | 09-30-2023 |
