test

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
ZTSZoetis Inc
Recent Activity
Decreased -5.7%
0.21%
$4.432M
27,204 shares@ $162.93 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 206.45%
0.21%
$4.392M
160,765 shares@ $27.33 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.1%
0.2%
$4.372M
40,640 shares@ $107.57 avg price
FIFiserv Inc
Recent Activity
Decreased -3.32%
0.2%
$4.175M
20,322 shares@ $205.42 avg price
MGKVanguard World Fd
Recent Activity
Decreased -0.26%
0.19%
$4.053M
11,801 shares@ $343.41 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 17.89%
0.18%
$3.899M
6,652 shares@ $586.07 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.44%
0.18%
$3.887M
16,767 shares@ $231.84 avg price
EFAIshares Tr
Recent Activity
New Position
0.18%
$3.735M
49,394 shares@ $75.61 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 6%
0.16%
$3.405M
43,646 shares@ $78.01 avg price
MGVVanguard World Fd
Recent Activity
Increased 0.88%
0.16%
$3.401M
27,230 shares@ $124.91 avg price