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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
VXUSVanguard Star Fds
Recent Activity
Decreased -3.24%
0.09%
$1.764M
29,930 shares@ $58.94 avg price
RTXRtx Corporation
Recent Activity
Decreased -37.68%
0.09%
$1.754M
15,157 shares@ $115.72 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -3.43%
0.08%
$1.619M
9,656 shares@ $167.65 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -0.82%
0.08%
$1.617M
21,843 shares@ $74.02 avg price
IVWIshares Tr
Recent Activity
Increased 0.52%
0.08%
$1.594M
15,699 shares@ $101.54 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -37.97%
0.07%
$1.488M
8,372 shares@ $177.71 avg price
VUGVanguard Index Fds
Recent Activity
Increased 8.71%
0.07%
$1.425M
3,471 shares@ $410.48 avg price
MOAltria Group Inc
Recent Activity
Increased 2.11%
0.06%
$1.295M
24,759 shares@ $52.29 avg price
CTASCintas Corp
Recent Activity
Decreased -5.52%
0.06%
$1.295M
7,086 shares@ $182.7 avg price
LINLinde Plc
Recent Activity
Decreased -8.96%
0.06%
$1.284M
3,066 shares@ $418.67 avg price