test

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
CSCOCisco Sys Inc
Recent Activity
Decreased -2.61%
1.13%
$24.509M
414,010 shares@ $59.21 avg price
METMetlife Inc
Recent Activity
Decreased -1.02%
1.1%
$23.975M
292,808 shares@ $81.88 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.94%
1.05%
$22.815M
229,338 shares@ $99.48 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -38.53%
1.02%
$22.21M
121,093 shares@ $183.42 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -4.28%
1.02%
$22.185M
144,412 shares@ $153.62 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -8.57%
0.99%
$21.594M
149,314 shares@ $144.63 avg price
LQDIshares Tr
Recent Activity
Decreased -19.55%
0.85%
$18.416M
172,370 shares@ $106.85 avg price
BONDPimco Etf Tr
Recent Activity
Decreased -10.24%
0.79%
$17.094M
189,046 shares@ $90.42 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -61.54%
0.77%
$16.72M
33,054 shares@ $505.86 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -41.96%
0.66%
$14.413M
29,660 shares@ $485.95 avg price