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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 (2015Q4)
Portfolio Summary: 176 holdings with a total value of $383,092,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 BOEING CO 34,401 4,974,000 1.30%
152 UNITED TECHNOLOGIES CORP 53,514 5,141,000 1.34%
153 FORD MTR CO DEL 377,484 5,319,000 1.39%
154 JPMORGAN CHASE & CO 81,293 5,368,000 1.40%
155 ABBVIE INC 91,729 5,434,000 1.42%
156 SSGA ACTIVE ETF TR 111,913 5,439,000 1.42%
157 ORACLE CORP 150,327 5,491,000 1.43%
158 MERCK & CO INC 105,563 5,576,000 1.46%
159 INTEL CORP 172,877 5,956,000 1.55%
160 AMERICAN INTL GROUP INC 99,848 6,188,000 1.62%
161 VERIZON COMMUNICATIONS INC 135,217 6,250,000 1.63%
162 HOME DEPOT INC 47,671 6,305,000 1.65%
163 JOHNSON & JOHNSON 61,554 6,323,000 1.65%
164 FACEBOOK INC 62,101 6,499,000 1.70%
165 ISHARES TR 167,765 6,518,000 1.70%
166 MICROSOFT CORP 122,305 6,785,000 1.77%
167 AMGEN INC 41,798 6,785,000 1.77%
168 SPDR SER TR 169,125 7,320,000 1.91%
169 CISCO SYS INC 275,299 7,476,000 1.95%
170 MCDONALDS CORP 66,197 7,820,000 2.04%
171 BANK AMER CORP 612,671 10,311,000 2.69%
172 GENERAL ELECTRIC CO 360,925 11,243,000 2.93%
173 GENERAL MTRS CO 336,536 11,446,000 2.99%
174 GILEAD SCIENCES INC 116,793 11,818,000 3.08%
175 PROCTER AND GAMBLE CO 195,760 15,545,000 4.06%
176 APPLE INC 266,329 28,034,000 7.32%
Page 4 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-002800, filed 2016.02.08).

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.