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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
TSLATesla Inc
Recent Activity
Decreased -20.55%
1.33%
$28.935M
71,650 shares@ $403.84 avg price
VBVanguard Index Fds
Recent Activity
Increased 32.78%
1.32%
$28.821M
119,949 shares@ $240.28 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -2.05%
1.25%
$27.323M
82,332 shares@ $331.87 avg price
VZVerizon Communications Inc
Recent Activity
Increased 3.05%
1.22%
$26.582M
664,719 shares@ $39.99 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -3.24%
1.2%
$26.043M
28,423 shares@ $916.26 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -2.37%
1.13%
$24.526M
84,604 shares@ $289.89 avg price
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
HDHome Depot Inc
Recent Activity
Increased 73.92%
1.05%
$22.949M
58,997 shares@ $389.0 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -0.94%
1.05%
$22.815M
229,338 shares@ $99.48 avg price