test

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
ULUnilever Plc
Recent Activity
Increased 12.44%
0.69%
$15.011M
264,738 shares@ $56.7 avg price
LULULululemon Athletica Inc
Recent Activity
Increased 3.41%
0.64%
$13.882M
36,301 shares@ $382.41 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 4147.3%
0.63%
$13.675M
39,967 shares@ $342.17 avg price
ICEIntercontinental Exchange In
Recent Activity
Increased 3.85%
0.59%
$12.751M
85,573 shares@ $149.02 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 7.64%
0.57%
$12.351M
204,829 shares@ $60.31 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.93%
0.53%
$11.44M
22,378 shares@ $511.24 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 15.53%
0.46%
$9.987M
50,571 shares@ $197.5 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.28%
0.44%
$9.603M
50,426 shares@ $190.45 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.87%
0.42%
$9.062M
46,277 shares@ $195.83 avg price
VOOVanguard Index Fds
Recent Activity
Increased 27.14%
0.41%
$8.961M
16,632 shares@ $538.81 avg price