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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
SBUXStarbucks Corp
Recent Activity
Decreased -33.73%
0.12%
$2.593M
28,413 shares@ $91.25 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -0.56%
0.12%
$2.541M
36,180 shares@ $70.25 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -15.33%
0.12%
$2.516M
8,682 shares@ $289.83 avg price
MAMastercard Incorporated
Recent Activity
Decreased -18.35%
0.11%
$2.364M
4,489 shares@ $526.53 avg price
IVVIshares Tr
Recent Activity
Decreased -2.78%
0.11%
$2.264M
3,846 shares@ $588.74 avg price
BACBank America Corp
Recent Activity
Decreased -6.12%
0.1%
$2.084M
47,419 shares@ $43.95 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -11.51%
0.1%
$1.994M
11,377 shares@ $175.24 avg price
ADBEAdobe Inc
Recent Activity
Decreased -71.61%
0.09%
$1.874M
4,214 shares@ $444.69 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -4.28%
0.09%
$1.798M
10,618 shares@ $169.31 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -3.24%
0.09%
$1.764M
29,930 shares@ $58.94 avg price