Channel Wealth LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $276 Billion distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Angel Oak Fds Tr Income Etf(De with a value of $17.9B, Apple Inc. with a value of $13.8B, Microsoft Corp with a value of $9B, Spdr Bloomberg 1 3 Month T Bil with a value of $7.96B, and Nvidia Corp with a value of $7.74B.
Examining the 13F form we can see an increase of $27.2B in the current position value, from $249B to 276B.
Channel Wealth LLC is based out at Santa Barbara, CA
Below you can find more details about Channel Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$276 Billion
ETFs: $88.8 Billion
Technology: $46.8 Billion
Healthcare: $33.6 Billion
Financial Services: $23.8 Billion
Communication Services: $12.9 Billion
Consumer Defensive: $10.1 Billion
Consumer Cyclical: $8.76 Billion
Energy: $6.49 Billion
Other: $11.4 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions