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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
MPCMarathon Pete Corp
Recent Activity
Exited
0%
$208,688
1,281 shares@ $162.92 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$207,052
1,328 shares@ $155.92 avg price
DUKDuke Energy Corp New
Recent Activity
Exited
0%
$203,421
1,764 shares@ $115.32 avg price
XLISelect Sector Spdr Tr
Recent Activity
Exited
0%
$203,160
1,500 shares@ $135.44 avg price
NACNuveen Ca Qualty Mun Income
Recent Activity
Exited
0%
$170,681
14,355 shares@ $11.9 avg price
LCLendingclub Corp
Recent Activity
Exited
0%
$169,507
14,830 shares@ $11.44 avg price
MUCBlackrock Munihldngs Cali Ql
Recent Activity
Exited
0%
$153,446
13,320 shares@ $11.52 avg price
AGNCAgnc Invt Corp
Recent Activity
Exited
0%
$115,056
11,000 shares@ $10.46 avg price
VCVInvesco Calif Value Mun Inco
Recent Activity
Exited
0%
$114,890
10,550 shares@ $10.9 avg price