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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)
Original 13F HR (0001085146-16-002800) filed in 2016.02.08
#
Name
Shares
Value ($)
%
Options
Notes
101 LOCKHEED MARTIN CORP 11,354 2,466 0.64%
102 LOWES COS INC 16,474 1,253 0.33%
103 LYONDELLBASELL INDUSTRIES N 21,817 1,896 0.49%
104 MASTERCARD INCORPORATED 8,470 825 0.22%
105 MCDONALDS CORP 66,197 7,820 2.04%
106 MERCK & CO INC 105,563 5,576 1.46%
107 METLIFE INC 49,370 2,380 0.62%
108 MGIC INVT CORP WIS 10,000 88 0.02%
109 MICROSOFT CORP 122,305 6,785 1.77%
110 MONSANTO CO NEW 2,287 225 0.06%
111 MORGAN STANLEY 113,793 3,620 0.94%
112 NETFLIX INC 30,887 3,533 0.92%
113 NEUROCRINE BIOSCIE COM USD0.001 36,000 2,037 0.53%
114 NOVARTIS A G 11,860 1,020 0.27%
115 NOVO-NORDISK A S 17,419 1,012 0.26%
116 NUVEEN ARIZONA QLTY MUN INC 73,726 1,120 0.29%
117 ONE LIBERTY PPTYS INC COM 11,600 249 0.06%
118 ORACLE CORP 150,327 5,491 1.43%
119 PALO ALTO NETWORKS INC 14,511 2,556 0.67%
120 PAYPAL HLDGS INC 23,436 848 0.22%
121 PEPSICO INC 2,759 276 0.07%
122 PFIZER INC 35,292 1,139 0.30%
123 PG&E CORP 12,709 676 0.18%
124 PHILIP MORRIS INTL INC 3,977 350 0.09%
125 PNC FINL SVCS GROUP INC 26,240 2,501 0.65%
126 POWERSHARES ETF TR II 6,820 263 0.07%
127 POWERSHARES ETF TRUST 20,530 849 0.22%
128 POWERSHARES QQQ TRUST 13,465 1,506 0.39%
129 PRICELINE GRP INC 3,771 4,808 1.26%
130 PROCTER AND GAMBLE CO 195,760 15,545 4.06%
131 PROSHARES TR 20,576 775 0.20%
132 PROSHARES TR 13,359 1,047 0.27%
133 PRUDENTIAL FINL INC 46,653 3,798 0.99%
134 PUBLIC SVC ENTERPRISE GRP IN 6,147 238 0.06%
135 PUTNAM MANAGED MUN INCOME TR 16,400 121 0.03%
136 QUALCOMM INC 4,860 243 0.06%
137 REALTY INCOME CORP 12,415 641 0.17%
138 ROSS STORES INC 5,970 321 0.08%
139 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 8,468 215 0.06%
140 S&P GLOBAL INC 4,150 409 0.11%
141 SEMPRA ENERGY 2,859 269 0.07%
142 SPDR S&P 500 ETF TR 7,551 1,539 0.40%
143 SPDR SER TR 169,125 7,320 1.91%
144 SPDR SER TR 20,025 1,473 0.38%
145 SSGA ACTIVE ETF TR 111,913 5,439 1.42%
146 STARBUCKS CORP 11,030 662 0.17%
147 STRYKER CORP 8,122 755 0.20%
148 STUDENT TRANSN INC 17,000 63 0.02%
149 SUN LIFE FINL INC 23,350 729 0.19%
150 TEVA PHARMACEUTICAL INDS LTD 17,365 1,140 0.30%
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