Alpha Cubed Investments, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Did you ever wonder what changes occur in the holdings of funds between different quarters? Alpha Cubed Investments, LLC recently released their 13F Holdings Comparison for Q1 2023 and Q2 2023, revealing interesting insights into the shifts in their portfolio. Let's take a closer look at some of the notable changes.

1. Apple Inc. (AAPL)

Apple Inc. saw a slight increase in shares from 685,025 in Q1 2023 to 691,291 in Q2 2023. The value of their holdings also experienced a significant rise from $112,960,000 to $134,089,000, representing an 18.7% change. It seems Alpha Cubed Investments has confidence in the tech giant's future prospects.

2. Microsoft Corp. (MSFT)

In contrast to Apple, Microsoft Corp. experienced a decrease in shares from 290,956 in Q1 2023 to 280,930 in Q2 2023. However, the value of their holdings increased from $83,882,000 to $95,667,000, indicating a 14% change. This shows that Alpha Cubed Investments maintains faith in Microsoft's long-term growth potential.

3. Amazon.com Inc. (AMZN)

Amazon.com Inc. witnessed a significant jump in shares, soaring from 306,316 in Q1 2023 to 372,597 in Q2 2023. Moreover, the value of their holdings also skyrocketed from $31,639,000 to $48,571,000, marking an impressive 53.5% increase. Alpha Cubed Investments appears confident in Amazon's continued dominance in the e-commerce industry.

4. Alphabet Inc. (GOOGL)

Alpha Cubed Investments increased their holdings in Alphabet Inc., with shares rising from 360,840 in Q1 2023 to 391,505 in Q2 2023. The value of these holdings climbed from $37,429,000 to $46,863,000, indicating a 25.2% change. This suggests that Alpha Cubed Investments sees Alphabet as a strong player in the technology sector.

5. Berkshire Hathaway Inc. Del (BRK-B)

Berkshire Hathaway Inc. Del experienced an increase in shares from 118,306 in Q1 2023 to 131,487 in Q2 2023. Additionally, the value of their holdings rose from $36,529,000 to $44,836,000, signifying a 22.7% change. Alpha Cubed Investments continues to show confidence in Warren Buffett's conglomerate.

These are just a few highlights from Alpha Cubed Investments' 13F Holdings Comparison for Q1 2023 and Q2 2023. It's interesting to observe how investment firms adapt their portfolios based on market conditions and their strategic outlook. While these changes give us a glimpse into Alpha Cubed Investments' recent moves, it's important to remember that investment decisions involve various factors and considerations.

Please note that this analysis is purely speculative and should not be taken as financial advice. Investment decisions should always be made after conducting thorough research and consulting with a qualified financial advisor.