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Christina Walsh

@Alpha Cubed Investments, Llc

Latest period2024 - Q4ReportedManaged Assets$2.187BTotal holdings267
Assets growth rate-2.64%Assets growth rate (2-Q avg)2.23%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Alpha Cubed Investments, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 267 positions.

Assets under management

The assets under management (AUM) of Alpha Cubed Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.187B in assets, with a quarterly growth rate of -2.64% and a 2-quarter average growth rate of 2.23%. The portfolio is managed by Christina Walsh, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.83%
7.45%
$162.932M
650,634 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.89%
5.17%
$112.969M
268,016 shares@ $421.51 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1%
4.92%
$107.46M
489,812 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.95%
4.65%
$101.692M
537,201 shares@ $189.31 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 101.88%
3.89%
$85.06M
467,464 shares@ $181.96 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.44%
3.78%
$82.511M
182,032 shares@ $453.28 avg price
NVDANvidia Corporation
Recent Activity
Decreased -3.09%
3.76%
$82.202M
612,125 shares@ $134.29 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 17.07%
3.12%
$68.236M
284,661 shares@ $239.72 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -16.85%
2.76%
$60.229M
102,866 shares@ $585.51 avg price
PWRQuanta Svcs Inc
Recent Activity
Increased 0.74%
2.73%
$59.523M
188,333 shares@ $316.06 avg price