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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
GOOGAlphabet Inc
Recent Activity
Increased 0.28%
0.44%
$9.603M
50,426 shares@ $190.45 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.87%
0.42%
$9.062M
46,277 shares@ $195.83 avg price
VOOVanguard Index Fds
Recent Activity
Increased 27.14%
0.41%
$8.961M
16,632 shares@ $538.81 avg price
ORCLOracle Corp
Recent Activity
Increased 1.14%
0.37%
$7.884M
47,312 shares@ $166.64 avg price
SLBSchlumberger Ltd
Recent Activity
Increased 4197.8%
0.36%
$7.86M
205,005 shares@ $38.35 avg price
RSReliance Inc
Recent Activity
Increased 0.06%
0.32%
$6.878M
25,545 shares@ $269.27 avg price
SOXXIshares Tr
Recent Activity
Increased 2615.52%
0.28%
$6.109M
28,350 shares@ $215.49 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -68.61%
0.26%
$5.543M
73,294 shares@ $75.63 avg price
AMGNAmgen Inc
Recent Activity
Decreased -85.99%
0.25%
$5.35M
20,528 shares@ $260.64 avg price
TOTLSsga Active Etf Tr
Recent Activity
Increased 59.69%
0.24%
$5.07M
128,721 shares@ $39.4 avg price