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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
MAMastercard Incorporated
Recent Activity
Decreased -18.35%
0.11%
$2.364M
4,489 shares@ $526.53 avg price
IWBIshares Tr
Recent Activity
Increased 1.36%
0.11%
$2.356M
7,314 shares@ $322.19 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 178.45%
0.11%
$2.309M
30,506 shares@ $75.7 avg price
IVVIshares Tr
Recent Activity
Decreased -2.78%
0.11%
$2.264M
3,846 shares@ $588.74 avg price
BACBank America Corp
Recent Activity
Decreased -6.12%
0.1%
$2.084M
47,419 shares@ $43.95 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -11.51%
0.1%
$1.994M
11,377 shares@ $175.24 avg price
VMCVulcan Matls Co
Recent Activity
0.09%
$1.884M
7,324 shares@ $257.24 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 82.94%
0.09%
$1.875M
21,886 shares@ $85.66 avg price
ADBEAdobe Inc
Recent Activity
Decreased -71.61%
0.09%
$1.874M
4,214 shares@ $444.69 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -4.28%
0.09%
$1.798M
10,618 shares@ $169.31 avg price