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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
VYMVanguard Whitehall Fds
Recent Activity
Increased 13.84%
0.15%
$3.091M
24,227 shares@ $127.59 avg price
WMTWalmart Inc
Recent Activity
Increased 2.08%
0.13%
$2.716M
30,061 shares@ $90.35 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 1.48%
0.13%
$2.706M
40,366 shares@ $67.03 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 423.45%
0.12%
$2.574M
18,708 shares@ $137.58 avg price
FLOTIshares Tr
Recent Activity
Increased 1.51%
0.12%
$2.483M
48,793 shares@ $50.89 avg price
IWBIshares Tr
Recent Activity
Increased 1.36%
0.11%
$2.356M
7,314 shares@ $322.19 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 178.45%
0.11%
$2.309M
30,506 shares@ $75.7 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 82.94%
0.09%
$1.875M
21,886 shares@ $85.66 avg price
IVWIshares Tr
Recent Activity
Increased 0.52%
0.08%
$1.594M
15,699 shares@ $101.54 avg price
VUGVanguard Index Fds
Recent Activity
Increased 8.71%
0.07%
$1.425M
3,471 shares@ $410.48 avg price