Alpha Cubed Investments, LLC Reveals Q4 2022 Portfolio Holdings: Notable Increases and Decreases

As we approach the end of the year, it's always interesting to see how investment portfolios have changed over the past few months. Alpha Cubed Investments, LLC has published their latest 13F holdings comparison, comparing their Q3 2022 holdings to their Q4 2022 holdings. In this blog post, we will summarize the changes in holdings of this fund.

First, it's worth noting that Alpha Cubed Investments, LLC made a number of significant changes to their portfolio. While some holdings remained relatively stable, others saw substantial increases or decreases in both the number of shares held and the value of those holdings. Let's take a closer look at some of the most notable changes.

One of the biggest increases in holdings came from Berkshire Hathaway Inc Del (BRK-B). Alpha Cubed Investments, LLC added over 17,000 shares of BRK-B, increasing their holdings by 37.6%. This was a significant shift, and it suggests that the fund has faith in the company's long-term outlook.

Another notable increase came from Palo Alto Networks Inc (PANW). Alpha Cubed Investments, LLC added over 40,000 shares of PANW, increasing their holdings by 25.8%. This is another encouraging sign for investors who have confidence in the company's growth potential.

On the other hand, some holdings saw significant decreases. One of the most notable examples is Metlife Inc (MET). Alpha Cubed Investments, LLC reduced their holdings in MET by almost 50%, selling off over 250,000 shares. This could be a sign that the fund has concerns about the company's future performance.

JPMorgan Chase & Co (JPM) is another example of a holding that saw a significant decrease. Alpha Cubed Investments, LLC sold off over 96,000 shares of JPM, reducing their holdings by 9.6%. This could be seen as a sign that the fund is taking a more cautious approach to investments in the financial sector.

There were also some holdings that remained relatively stable. For example, Apple Inc (AAPL) saw a modest increase of 4.2% in the number of shares held, while the value of those holdings increased by over $3 million. Similarly, Microsoft Corp (MSFT) saw a slight increase in both shares held and value, with a 5.6% increase and a $3,818,000 increase respectively.

Overall, it's clear that Alpha Cubed Investments, LLC made some significant shifts in their portfolio over the past few months. While some holdings saw substantial increases or decreases, others remained relatively stable. As always, it will be interesting to see how these investments perform over the coming months and years.