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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
CVXChevron Corp New
Recent Activity
Decreased -37.03%
0.52%
$11.284M
77,906 shares@ $144.85 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -3.33%
0.48%
$10.345M
45,363 shares@ $228.05 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -16.64%
0.45%
$9.628M
12,471 shares@ $772.03 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -68.61%
0.26%
$5.543M
73,294 shares@ $75.63 avg price
AMGNAmgen Inc
Recent Activity
Decreased -85.99%
0.25%
$5.35M
20,528 shares@ $260.64 avg price
ZTSZoetis Inc
Recent Activity
Decreased -5.7%
0.21%
$4.432M
27,204 shares@ $162.93 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.1%
0.2%
$4.372M
40,640 shares@ $107.57 avg price
FIFiserv Inc
Recent Activity
Decreased -3.32%
0.2%
$4.175M
20,322 shares@ $205.42 avg price
MGKVanguard World Fd
Recent Activity
Decreased -0.26%
0.19%
$4.053M
11,801 shares@ $343.41 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -42.53%
0.15%
$3.274M
27,107 shares@ $120.79 avg price