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
ORCLOracle Corp Recent Activity Increased 1.14%	0.37%	$7.884M 47,312 shares@ $166.64 avg price	Increased 1.14%
SLBSchlumberger Ltd Recent Activity Increased 4197.8%	0.36%	$7.86M 205,005 shares@ $38.35 avg price	Increased 4197.8%
RSReliance Inc Recent Activity Increased 0.06%	0.32%	$6.878M 25,545 shares@ $269.27 avg price	Increased 0.06%
SOXXIshares Tr Recent Activity Increased 2615.52%	0.28%	$6.109M 28,350 shares@ $215.49 avg price	Increased 2615.52%
TOTLSsga Active Etf Tr Recent Activity Increased 59.69%	0.24%	$5.07M 128,721 shares@ $39.4 avg price	Increased 59.69%
SCHDSchwab Strategic Tr Recent Activity Increased 206.45%	0.21%	$4.392M 160,765 shares@ $27.33 avg price	Increased 206.45%
SPYSpdr S&p 500 Etf Tr Recent Activity Increased 17.89%	0.18%	$3.899M 6,652 shares@ $586.07 avg price	Increased 17.89%
AVGOBroadcom Inc Recent Activity Increased 0.44%	0.18%	$3.887M 16,767 shares@ $231.84 avg price	Increased 0.44%
VCSHVanguard Scottsdale Fds Recent Activity Increased 6%	0.16%	$3.405M 43,646 shares@ $78.01 avg price	Increased 6%
MGVVanguard World Fd Recent Activity Increased 0.88%	0.16%	$3.401M 27,230 shares@ $124.91 avg price	Increased 0.88%