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Institutional Investment Manager
Alpha Cubed Investments, LLC
Alpha Cubed Investments, LLC (CIK: 0001580830) incorporated in California, located at 1124 Bristol St., Costa Mesa, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 183 holdings with a total value of $372,860,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 HONEYWELL INTL INC 3,797 387,000 0.10%
52 VANGUARD INDEX FDS 4,711 393,000 0.11%
53 DISNEY WALT CO 3,446 393,000 0.11%
54 ISHARES TR 7,100 398,000 0.11%
55 KOHLS 6,520 408,000 0.11%
56 S&P GLOBAL INC 4,134 415,000 0.11%
57 TIME WARNER INC NEW 2,362 421,000 0.11%
58 UNITED CONTL HLDGS INC 8,084 429,000 0.12%
59 WISDOMTREE TR 10,144 441,000 0.12%
60 APPLIED MATLS INC 22,974 442,000 0.12%
61 EAST WEST BANCORP INC 10,000 448,000 0.12%
62 VANGUARD INDEX FDS 4,203 450,000 0.12%
63 AFLAC INC 7,350 457,000 0.12%
64 CHEVRON CORP NEW 4,807 464,000 0.12%
65 WISDOMTREE TR 6,408 471,000 0.13%
66 TYSON FOODS INC 11,304 482,000 0.13%
67 TIME WARNER INC 5,588 488,000 0.13%
68 CONSOLIDATED EDISON INC 8,832 511,000 0.14%
69 STARBUCKS CORP 9,566 513,000 0.14%
70 CATERPILLAR INC 6,060 514,000 0.14%
71 COLGATE PALMOLIVE CO 8,260 540,000 0.14%
72 PG&E CORP 11,989 589,000 0.16%
73 NUVEEN ARIZONA QLTY MUN INC 40,726 594,000 0.16%
74 ALTERA CORPORATION 11,642 596,000 0.16%
75 ILLINOIS TOOL WKS INC 7,075 649,000 0.17%
76 KLA-TENCOR CORP 11,976 673,000 0.18%
77 VISA INC 10,493 705,000 0.19%
78 PROSHARES ULTRPRO S&P500 ETF 11,109 738,000 0.20%
79 WISDOMTREE TR 12,367 762,000 0.20%
80 DOLLAR TREE INC 9,775 772,000 0.21%
81 KINDER MORGAN INC DEL 20,190 775,000 0.21%
82 STRYKER CORP 8,150 779,000 0.21%
83 E M C CORP MASS COM 29,645 782,000 0.21%
84 VALEANT PHARMACEUTICALS INTL 3,604 801,000 0.21%
85 POWERSHARES ETF TRUST 20,000 861,000 0.23%
86 PROSHARES TR 19,231 884,000 0.24%
87 SUN LIFE FINL INC 26,900 898,000 0.24%
88 CINTAS CORP 10,650 901,000 0.24%
89 EMERSON ELEC CO 16,357 907,000 0.24%
90 EXXON MOBIL CORP 10,920 909,000 0.24%
91 GOLDMAN SACHS GROUP INC 4,407 920,000 0.25%
92 ABBOTT LABS 18,963 931,000 0.25%
93 CELGENE CORP 8,382 970,000 0.26%
94 PROSHARES TR ULTRAPRO DOW30 14,595 995,000 0.27%
95 PFIZER INC 30,742 1,031,000 0.28%
96 MASTERCARD INCORPORATED 11,236 1,050,000 0.28%
97 CIGNA CORPORATION 6,710 1,087,000 0.29%
98 EXPRESS SCRIPTS HLDG CO 12,371 1,100,000 0.30%
99 LOWES COS INC 16,562 1,109,000 0.30%
100 TEVA PHARMACEUTICAL INDS LTD 18,769 1,109,000 0.30%
Page 2 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001569, filed 2015.08.03).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.