Christina Walsh

@Alpha Cubed Investments, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$2.187B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EFAIshares Tr Recent Activity New Position	0.18%	$3.735M 49,394 shares@ $75.61 avg price	New Position
XLRESelect Sector Spdr Tr Recent Activity New Position	0.12%	$2.515M 61,838 shares@ $40.67 avg price	New Position
URAGlobal X Fds Recent Activity New Position	0.06%	$1.256M 46,918 shares@ $26.78 avg price	New Position
TWLOTwilio Inc Recent Activity New Position	0.06%	$1.186M 10,970 shares@ $108.09 avg price	New Position
SQBlock Inc Recent Activity New Position	0.05%	$1.065M 12,529 shares@ $85.0 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.05%	$915,876 12,680 shares@ $72.23 avg price	New Position
IYZIshares Tr Recent Activity New Position	0.03%	$498,340 18,574 shares@ $26.83 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.02%	$431,509 3,904 shares@ $110.53 avg price	New Position
IWMIshares Tr Recent Activity New Position	0.02%	$390,657 1,768 shares@ $220.96 avg price	New Position
LINELineage Inc Recent Activity New Position	0.02%	$386,562 6,600 shares@ $58.57 avg price	New Position