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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
NVONovo-nordisk A S
Recent Activity
Exited
0%
$7.688M
64,570 shares@ $119.08 avg price
MUMicron Technology Inc
Recent Activity
Exited
0%
$7.297M
70,364 shares@ $103.71 avg price
EBAYEbay Inc.
Recent Activity
Exited
0%
$2.551M
39,183 shares@ $65.11 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$2.319M
2,842 shares@ $816.08 avg price
CMFIshares Tr
Recent Activity
Exited
0%
$422,402
7,269 shares@ $58.12 avg price
ARMArm Holdings Plc
Recent Activity
Exited
0%
$375,830
2,628 shares@ $143.01 avg price
STESteris Plc
Recent Activity
Exited
0%
$363,810
1,500 shares@ $242.54 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$345,438
900 shares@ $383.82 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$327,998
4,364 shares@ $75.16 avg price
IEFAIshares Tr
Recent Activity
Exited
0%
$321,480
4,119 shares@ $78.05 avg price