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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
FTSLFirst Tr Exchange-traded Fd
Recent Activity
Increased 0.1%
0.03%
$515,775
11,154 shares@ $46.25 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 6.78%
0.03%
$502,675
8,640 shares@ $58.18 avg price
ESGUIshares Tr
Recent Activity
Increased 0.19%
0.03%
$491,547
3,816 shares@ $128.82 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 5.76%
0.03%
$489,732
1,931 shares@ $253.62 avg price
MELIMercadolibre Inc
Recent Activity
Increased 16.46%
0.03%
$457,418
269 shares@ $1700.44 avg price
MSIMotorola Solutions Inc
Recent Activity
Increased 9.92%
0.02%
$425,026
920 shares@ $461.99 avg price
OKEOneok Inc New
Recent Activity
Increased 0.03%
0.02%
$416,258
4,146 shares@ $100.4 avg price
NOWServicenow Inc
Recent Activity
Increased 0.54%
0.02%
$399,665
377 shares@ $1060.12 avg price
MAINMain Str Cap Corp
Recent Activity
Increased 1.29%
0.02%
$395,568
6,753 shares@ $58.58 avg price
URIUnited Rentals Inc
Recent Activity
Increased 6.22%
0.02%
$385,118
547 shares@ $704.06 avg price