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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
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -42.53%
0.15%
$3.274M
27,107 shares@ $120.79 avg price
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
SBUXStarbucks Corp
Recent Activity
Decreased -33.73%
0.12%
$2.593M
28,413 shares@ $91.25 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 423.45%
0.12%
$2.574M
18,708 shares@ $137.58 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -0.56%
0.12%
$2.541M
36,180 shares@ $70.25 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -15.33%
0.12%
$2.516M
8,682 shares@ $289.83 avg price
XLRESelect Sector Spdr Tr
Recent Activity
New Position
0.12%
$2.515M
61,838 shares@ $40.67 avg price
FLOTIshares Tr
Recent Activity
Increased 1.51%
0.12%
$2.483M
48,793 shares@ $50.89 avg price