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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
LMTLockheed Martin Corp
| 0.66% | $14.413M 29,660 shares@ $485.95 avg price | Decreased -41.96% |
LULULululemon Athletica Inc
| 0.64% | $13.882M 36,301 shares@ $382.41 avg price | Increased 3.41% |
CRWDCrowdstrike Hldgs Inc
| 0.63% | $13.675M 39,967 shares@ $342.17 avg price | Increased 4147.3% |
ICEIntercontinental Exchange In
| 0.59% | $12.751M 85,573 shares@ $149.02 avg price | Increased 3.85% |
CMGChipotle Mexican Grill Inc
| 0.57% | $12.351M 204,829 shares@ $60.31 avg price | Increased 7.64% |
QQQInvesco Qqq Tr
| 0.53% | $11.44M 22,378 shares@ $511.24 avg price | Increased 2.93% |
CVXChevron Corp New
| 0.52% | $11.284M 77,906 shares@ $144.85 avg price | Decreased -37.03% |
UNPUnion Pac Corp
| 0.48% | $10.345M 45,363 shares@ $228.05 avg price | Decreased -3.33% |
TSMTaiwan Semiconductor Mfg Ltd
| 0.46% | $9.987M 50,571 shares@ $197.5 avg price | Increased 15.53% |
LLYEli Lilly & Co
| 0.45% | $9.628M 12,471 shares@ $772.03 avg price | Decreased -16.64% |