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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
CATCaterpillar Inc
Recent Activity
Increased 7.36%
2.08%
$45.396M
125,141 shares@ $362.76 avg price
KOCoca Cola Co
Recent Activity
Increased 5.27%
1.85%
$40.369M
648,399 shares@ $62.26 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
VBVanguard Index Fds
Recent Activity
Increased 32.78%
1.32%
$28.821M
119,949 shares@ $240.28 avg price
VZVerizon Communications Inc
Recent Activity
Increased 3.05%
1.22%
$26.582M
664,719 shares@ $39.99 avg price
HDHome Depot Inc
Recent Activity
Increased 73.92%
1.05%
$22.949M
58,997 shares@ $389.0 avg price
FISFidelity Natl Information Sv
Recent Activity
Increased 8.28%
0.88%
$19.226M
238,032 shares@ $80.78 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 1.39%
0.86%
$18.634M
99,377 shares@ $187.52 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 27.98%
0.85%
$18.505M
230,532 shares@ $80.27 avg price