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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
IJHIshares Tr
Recent Activity
Increased 0.53%
0.02%
$372,053
5,971 shares@ $62.31 avg price
MTUMIshares Tr
Recent Activity
Increased 0.06%
0.02%
$366,976
1,774 shares@ $206.87 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 0.35%
0.02%
$354,870
7,079 shares@ $50.13 avg price
ADIAnalog Devices Inc
Recent Activity
Increased 0.07%
0.02%
$344,610
1,622 shares@ $212.46 avg price
ALLAllstate Corp
Recent Activity
Increased 0.06%
0.02%
$344,130
1,785 shares@ $192.79 avg price
OSKOshkosh Corp
Recent Activity
Increased 1.12%
0.02%
$336,453
3,539 shares@ $95.08 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 6.32%
0.02%
$324,183
623 shares@ $520.36 avg price
NEARIshares U S Etf Tr
Recent Activity
Increased 22.15%
0.02%
$316,736
6,272 shares@ $50.5 avg price
DHRDanaher Corporation
Recent Activity
Increased 14.77%
0.02%
$292,727
1,275 shares@ $229.59 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 15.67%
0.02%
$292,573
6,054 shares@ $48.33 avg price