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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
ASMLAsml Holding N V
Recent Activity
Increased 33.91%
2.59%
$56.53M
81,564 shares@ $693.08 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 27.65%
2.31%
$50.351M
545,934 shares@ $92.23 avg price
NEENextera Energy Inc
Recent Activity
Increased 5.97%
2.29%
$49.912M
696,223 shares@ $71.69 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -5.15%
2.26%
$49.402M
94,648 shares@ $521.96 avg price
CATCaterpillar Inc
Recent Activity
Increased 7.36%
2.08%
$45.396M
125,141 shares@ $362.76 avg price
NFLXNetflix Inc
Recent Activity
Decreased -32.01%
2%
$43.693M
49,021 shares@ $891.33 avg price
KOCoca Cola Co
Recent Activity
Increased 5.27%
1.85%
$40.369M
648,399 shares@ $62.26 avg price
CMECme Group Inc
Recent Activity
Decreased -2.87%
1.83%
$39.841M
171,559 shares@ $232.23 avg price
VVisa Inc
Recent Activity
Increased 1.48%
1.73%
$37.779M
119,538 shares@ $316.05 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Increased 27.66%
1.62%
$35.24M
198,726 shares@ $177.34 avg price