Christina Walsh

@Alpha Cubed Investments, Llc

Latest period2024 - Q4

Reported2d 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
GSGoldman Sachs Group Inc Recent Activity New Position	0.01%	$203,280 355 shares@ $572.62 avg price	New Position
COPConocophillips Recent Activity New Position	0.01%	$201,613 2,033 shares@ $99.18 avg price	New Position
PTYPimco Corporate & Income Opp Recent Activity New Position	0.01%	$152,236 10,594 shares@ $14.38 avg price	New Position
PCNPimco Corporate & Incm Strg Recent Activity New Position	0.01%	$143,684 10,707 shares@ $13.42 avg price	New Position
PHKPimco High Income Fd Recent Activity New Position	0.01%	$93,250 19,187 shares@ $4.87 avg price	New Position
EXKEndeavour Silver Corp Recent Activity New Position	0.01%	$36,600 10,000 shares@ $3.66 avg price	New Position
ABSIAbsci Corporation Recent Activity New Position	0.01%	$26,200 10,000 shares@ $2.62 avg price	New Position