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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 (2015Q3)
Original 13F HR (0001085146-15-002197) filed in 2015.11.09
#
Name
Shares
Value ($)
%
Options
Notes
1 BERKSHIRE HATHAWAY INC DEL 1 205 0.05%
2 INTUITIVE SURGICAL INC 653 324 0.08%
3 ESSEX PPTY TR INC 1,089 240 0.06%
4 BAIDU INC 1,100 206 0.05%
5 LOCKHEED MARTIN CORP 1,430 314 0.08%
6 JONES LANG LASALLE 1,739 290 0.08%
7 TRAVELERS COMPANIES INC 1,900 214 0.06%
8 BERKSHIRE HATHAWAY INC DEL 1,916 261 0.07%
9 R H 2,008 207 0.05%
10 VANGUARD INDEX FDS 2,056 219 0.06%
11 CASEY'S GENERAL STORES INC COM 2,164 230 0.06%
12 ISHARES TR 2,174 229 0.06%
13 TIME WARNER INC NEW 2,363 448 0.12%
14 PEPSICO INC 2,372 242 0.06%
15 VANGUARD INDEX FDS 2,656 219 0.06%
16 Intuit Inc 2,764 666 0.17%
17 AUTOMATIC DATA PROCESSING IN 2,781 242 0.06%
18 INTERNATIONAL BUSINESS MACHS 2,808 393 0.10%
19 SEMPRA ENERGY 2,859 293 0.08%
20 AMERICAN TOWER CORP NEW 3,232 330 0.09%
21 PHILIP MORRIS INTL INC 3,282 290 0.08%
22 AVAGO TECHNOLOGIES LTD SHS 3,632 447 0.12%
23 PRICELINE GRP INC 3,651 5,309 1.39%
24 VANGUARD LONG-TERM GOVERNMENT BOND ETF 3,800 289 0.08%
25 HONEYWELL INTL INC 3,965 410 0.11%
26 GOLDMAN SACHS GROUP INC 4,040 758 0.20%
27 VANGUARD WORLD FD 4,147 354 0.09%
28 S&P GLOBAL INC 4,156 385 0.10%
29 VANGUARD INDEX FDS 4,246 464 0.12%
30 DUKE ENERGY CORP NEW 4,642 332 0.09%
31 CHEVRON CORP NEW 4,867 442 0.12%
32 ENERGY TRANSFER PRTNRS L P 5,200 230 0.06%
33 VENTAS INC 5,271 283 0.07%
34 ALLSTATE CORP 5,530 342 0.09%
35 TIME WARNER INC 5,577 420 0.11%
36 ACE LTD 5,628 639 0.17%
37 VANGUARD INDEX FDS 5,658 645 0.17%
38 ALLERGAN PLC 5,757 1,776 0.47%
39 CAPITAL ONE FINL CORP 5,870 463 0.12%
40 ROSS STORES INC 5,970 302 0.08%
41 AMER STATES WTR CO 6,000 245 0.06%
42 CATERPILLAR INC 6,060 442 0.12%
43 KOHLS 6,061 280 0.07%
44 WISDOMTREE TR 6,323 461 0.12%
45 POWERSHARES ETF TR II 6,370 244 0.06%
46 CVS HEALTH CORP 6,427 635 0.17%
47 AMAZON COM INC 6,477 4,054 1.06%
48 US BANCORP DEL 6,547 276 0.07%
49 BRISTOL MYERS SQUIBB CO 6,584 434 0.11%
50 CIGNA CORPORATION 6,710 899 0.24%
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