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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
AMTAmerican Tower Corp New
Recent Activity
Decreased -38.53%
1.02%
$22.21M
121,093 shares@ $183.42 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -4.28%
1.02%
$22.185M
144,412 shares@ $153.62 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -8.57%
0.99%
$21.594M
149,314 shares@ $144.63 avg price
FISFidelity Natl Information Sv
Recent Activity
Increased 8.28%
0.88%
$19.226M
238,032 shares@ $80.78 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 1.39%
0.86%
$18.634M
99,377 shares@ $187.52 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 27.98%
0.85%
$18.505M
230,532 shares@ $80.27 avg price
LQDIshares Tr
Recent Activity
Decreased -19.55%
0.85%
$18.416M
172,370 shares@ $106.85 avg price
BONDPimco Etf Tr
Recent Activity
Decreased -10.24%
0.79%
$17.094M
189,046 shares@ $90.42 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -61.54%
0.77%
$16.72M
33,054 shares@ $505.86 avg price
ULUnilever Plc
Recent Activity
Increased 12.44%
0.69%
$15.011M
264,738 shares@ $56.7 avg price