Alpha Cubed Investments, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Alpha Cubed Investments, LLC recently released its quarterly 13F holdings report, comparing the holdings from Q2 2023 to Q3 2023. This report highlights the changes in the fund's investments and provides valuable insights into their investment strategy. Let's take a closer look at some of the key changes in their holdings.

1. Apple Inc (AAPL)

In Q2 2023, Alpha Cubed Investments held 691,291 shares of Apple Inc, but in Q3 2023, the number decreased to 654,424 shares. This represents a decrease of 16.4% in their holdings. The value of their investment also dropped from $134,089,000 to $112,043,000.

2. Microsoft Corp (MSFT)

Alpha Cubed Investments' holdings in Microsoft Corp also experienced a decline. They owned 280,930 shares in Q2 2023, which reduced to 268,631 shares in Q3 2023, marking an 11.3% decline. Additionally, the value of their investment decreased from $95,667,000 to $84,820,000.

3. Alphabet Inc (GOOGL)

On the other hand, Alpha Cubed Investments increased their holdings in Alphabet Inc. They held 391,505 shares in Q2 2023, and the number rose to 453,274 shares in Q3 2023, reflecting a 26.6% increase. The value of their investment also increased from $46,863,000 to $59,315,000.

4. Berkshire Hathaway Inc (BRK-B)

Alpha Cubed Investments added to their holdings in Berkshire Hathaway Inc. In Q2 2023, they held 131,487 shares, and in Q3 2023, the number increased to 147,473 shares, indicating a 15.2% increase. The value of their investment also rose from $44,836,000 to $51,659,000.

5. Amazon.com Inc (AMZN)

The fund's holdings in Amazon.com Inc saw a slight increase. They owned 372,597 shares in Q2 2023, and the number went up to 395,325 shares in Q3 2023, representing a 3.5% increase. The value of their investment remained relatively stable at $48,571,000 in Q2 2023 and $50,253,000 in Q3 2023.

These are just a few highlights from Alpha Cubed Investments, LLC's 13F holdings comparison report. It's essential to note that this report provides a snapshot of their holdings during a specific period and may not reflect their current positions. Investors and analysts can use this information to gain insights into the fund's investment strategy and make informed decisions.

Please note that the information provided in this article is for informational purposes only and should not be considered financial advice. It is always recommended to consult with a professional financial advisor before making any investment decisions.