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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
MOAltria Group Inc
Recent Activity
Increased 2.11%
0.06%
$1.295M
24,759 shares@ $52.29 avg price
VOVanguard Index Fds
Recent Activity
Increased 0.56%
0.06%
$1.283M
4,859 shares@ $264.15 avg price
LOWLowes Cos Inc
Recent Activity
Increased 1.39%
0.06%
$1.268M
5,137 shares@ $246.8 avg price
CRMSalesforce Inc
Recent Activity
Increased 0.51%
0.05%
$1.055M
3,155 shares@ $334.36 avg price
SHOPShopify Inc
Recent Activity
Increased 10.84%
0.05%
$1.017M
9,562 shares@ $106.33 avg price
FICOFair Isaac Corp
Recent Activity
Increased 1.29%
0.05%
$941,710
473 shares@ $1990.94 avg price
MINTPimco Etf Tr
Recent Activity
Increased 14.28%
0.05%
$896,408
8,934 shares@ $100.34 avg price
ORealty Income Corp
Recent Activity
Increased 4.93%
0.04%
$851,756
15,947 shares@ $53.42 avg price
TIPIshares Tr
Recent Activity
Increased 1.15%
0.04%
$817,292
7,671 shares@ $106.55 avg price
VGTVanguard World Fd
Recent Activity
Increased 6.67%
0.04%
$806,110
1,296 shares@ $622.0 avg price