Channel Wealth LLC Purchases in Q2 2025

Channel Wealth LLC

  • $354 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 0.04%
$136.11 - $177.69 $136 - $178
2.73K $476M
FCAL
First Tr Iii Calif Mun High In

ETFs
2.11K
+ 7.11%
$47.18 - $49.3 $99.6K - $104K
31.8K $1.53B
QUAL
Ishares Msci Usa Quality Facto

ETFs
214
+ 11.15%
$152.42 - $182.82 $32.6K - $39.1K
2.13K $390M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4
+ 0.4%
$273.67 - $366.17 $1.09K - $1.46K
994 $364M
SYK
Stryker Corp

Healthcare
3
+ 0.14%
$337.37 - $395.63 $1.01K - $1.19K
2.18K $862M
IRM
Iron Mountain Inc

Real Estate
2
+ 0.08%
$76.93 - $105.25 $154 - $211
2.62K $269M
FTHI
First Trust Exchange Traded Fd

ETFs
1.2K
+ 8.61%
$19.66 - $22.85 $23.6K - $27.4K
15.1K $346M
V
Visa Inc.

Financial Services
15
+ 0.24%
$308.27 - $373.31 $4.62K - $5.6K
6.38K $2.27B
FNDX
Schwab Fundamental U S Large C

ETFs
4
+ 0.01%
$20.84 - $24.54 $83.4 - $98.2
31K $760M
FTQI
First Trust ETF Vi First Trust

ETFs
546
+ 2.47%
$16.83 - $19.58 $9.19K - $10.7K
22.6K $442M
FAST
Fastenal CO

Industrials
2.96K
+ 100.0%
$40.65 - $83.16 $120K - $246K
5.92K $249M
VB
Vanguard Small Cap ETF

ETFs
5
+ 0.55%
$193.73 - $237.37 $969 - $1.19K
912 $216M
WMB
Williams Companies, Inc.

Energy
46
+ 1.3%
$54.33 - $62.87 $2.5K - $2.89K
3.57K $224M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
138
+ 1.27%
$40.82 - $43.14 $5.63K - $5.95K
11K $475M
MA
Mastercard Inc

Financial Services
5
+ 1.0%
$479.92 - $590.74 $2.4K - $2.95K
505 $284M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.37%
$335.24 - $380.78 $1.34K - $1.52K
1.09K $399M
DUK
Duke Energy Corp

Utilities
23
+ 0.74%
$112.46 - $124.05 $2.59K - $2.85K
3.12K $368M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
1.75K
+ 2.11%
$10.09 - $10.88 $17.6K - $19K
84.5K $874M
VZ
Verizon Communications Inc

Communication Services
51
+ 0.73%
$41.67 - $45.62 $2.13K - $2.33K
7.01K $303M
AEP
American Electric Power CO Inc

Utilities
28
+ 0.92%
$98.59 - $109.11 $2.76K - $3.06K
3.06K $318M
PFE
Pfizer Inc

Healthcare
15
+ 0.11%
$21.59 - $24.84 $324 - $373
14.2K $345M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.03%
$79.69 - $99.41 $79.7 - $99.4
3.36K $308M
VHT
Vanguard Health Care ETF

ETFs
8
+ 0.52%
$236.71 - $261.92 $1.89K - $2.1K
1.56K $387M
ABBV
Abb Vie Inc.

Healthcare
133
+ 4.46%
$170.16 - $206.27 $22.6K - $27.4K
3.11K $578M
Brag Hse Hldgs Inc
11K
+ 100.0%
N/A
22K $16.8M
AMGN
Amgen Inc

Healthcare
32
+ 1.53%
$262.28 - $309.85 $8.39K - $9.92K
2.12K $593M
XOM
Exxon Mobil Corp

Energy
59
+ 0.68%
$99.93 - $119.04 $5.9K - $7.02K
8.8K $948M
LLY
Eli Lilly & CO

Healthcare
270
+ 2.71%
$713.71 - $898.95 $193K - $243K
10.2K $7.96B
AAPL
Apple Inc.

Technology
823
+ 1.46%
$172.42 - $223.89 $142K - $184K
57.2K $11.7B
Activity Summary
Buys All Purchases 80 New Holdings 19 Increased Positions 61 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 1 Puts 0
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