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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
SKYH⤦Sky Harbour Group Corporatio
Recent Activity
Increased 18.63%
0.04%
$774,098
265,102 shares@ $2.93 avg price
IWFIshares Tr
Recent Activity
Increased 2.16%
0.04%
$741,721
1,847 shares@ $401.59 avg price
AGGIshares Tr
Recent Activity
Increased 3.58%
0.04%
$732,320
7,557 shares@ $96.91 avg price
BBYBest Buy Inc
Recent Activity
Increased 4.17%
0.03%
$651,651
7,595 shares@ $85.8 avg price
SPGSimon Ppty Group Inc New
Recent Activity
Increased 9.4%
0.03%
$611,557
3,551 shares@ $172.23 avg price
TTDThe Trade Desk Inc
Recent Activity
Increased 7.95%
0.03%
$586,005
4,986 shares@ $117.54 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 98.75%
0.03%
$541,236
1,272 shares@ $425.5 avg price
QUALIshares Tr
Recent Activity
Increased 3.2%
0.03%
$524,089
2,943 shares@ $178.08 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 202.82%
0.03%
$523,566
20,083 shares@ $26.08 avg price
SHWSherwin Williams Co
Recent Activity
Increased 20.29%
0.03%
$522,111
1,536 shares@ $339.92 avg price