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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
REGNRegeneron Pharmaceuticals
Recent Activity
Exited
0%
$282,784
269 shares@ $1051.25 avg price
PFFDGlobal X Fds
Recent Activity
Exited
0%
$266,836
12,841 shares@ $20.79 avg price
NOCNorthrop Grumman Corp
Recent Activity
Exited
0%
$258,097
489 shares@ $527.81 avg price
WULFTerawulf Inc
Recent Activity
Exited
0%
$234,384
50,082 shares@ $4.69 avg price
BMYBristol-myers Squibb Co
Recent Activity
Exited
0%
$227,863
4,404 shares@ $51.75 avg price
TMUST-mobile Us Inc
Recent Activity
Exited
0%
$224,954
1,090 shares@ $206.38 avg price
BPBp Plc
Recent Activity
Exited
0%
$224,578
7,154 shares@ $31.4 avg price
IDVIshares Tr
Recent Activity
Exited
0%
$217,026
7,179 shares@ $30.24 avg price
NUENucor Corp
Recent Activity
Exited
0%
$214,980
1,430 shares@ $150.34 avg price
DASHDoordash Inc
Recent Activity
Exited
0%
$214,095
1,500 shares@ $142.73 avg price