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
USASAmericas Gold And Silver Cor Recent Activity New Position	0.02%	$274,266 729,625 shares@ $0.38 avg price	New Position
KMIKinder Morgan Inc Del Recent Activity New Position	0.02%	$264,211 9,643 shares@ $27.4 avg price	New Position
MDYSpdr S&p Midcap 400 Etf Tr Recent Activity New Position	0.02%	$261,437 459 shares@ $569.58 avg price	New Position
ADSKAutodesk Inc Recent Activity New Position	0.02%	$234,978 795 shares@ $295.57 avg price	New Position
XLYSelect Sector Spdr Tr Recent Activity New Position	0.01%	$218,068 972 shares@ $224.35 avg price	New Position
BUGGlobal X Fds Recent Activity New Position	0.01%	$212,404 6,619 shares@ $32.1 avg price	New Position
AXONAxon Enterprise Inc Recent Activity New Position	0.01%	$209,795 353 shares@ $594.33 avg price	New Position
INTUIntuit Recent Activity New Position	0.01%	$206,694 329 shares@ $628.25 avg price	New Position
CCitigroup Inc Recent Activity New Position	0.01%	$206,243 2,930 shares@ $70.4 avg price	New Position
EMREmerson Elec Co Recent Activity New Position	0.01%	$205,104 1,655 shares@ $123.93 avg price	New Position