Channel Wealth LLC Purchases and Sells in Q1 2025

Channel Wealth LLC

$322 Billion
Q1 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	1.44K + 16.97%	$725.72 - $929.72 $1.05M - $1.34M	9.95K $8.22B
AUSF	31.2K + 21.78%	$41.68 - $43.97 $1.3M - $1.37M	174K $7.6B
LINDE PLC	2.64K + 35.79%	N/A	10K $4.67B
SCHD	34.2K + 16.55%	$27.01 - $28.54 $923K - $975K	241K $6.73B
JAAA	20.9K + 44.36%	$50.48 - $51.04 $1.05M - $1.06M	67.9K $3.44B
SPY	2.42K + 14.35%	$551.42 - $612.93 $1.33M - $1.48M	19.3K $10.8B

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
THORNBURG ETF TR	289K New	N/A	289K $7.64B
BRK-A	9 New	$663000.0 - $801950.0 $5.97M - $7.22M	9 $7.19B
VEEV	17.6K New	$210.58 - $246.8 $3.71M - $4.35M	17.6K $4.08B
ADBE	9.84K New	$377.84 - $464.11 $3.72M - $4.57M	9.84K $3.78B
GE VERNOVA INC	11.1K New	N/A	11.1K $3.38B
ACN	9.27K New	$300.91 - $398.25 $2.79M - $3.69M	9.27K $2.89B

Top Sells

Reduced Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GTO	-54.7K - 27.43%	$45.9 - $47.37 $2.51M - $2.59M	145K $6.8B
AAPL	-2.46K - 4.19%	$209.68 - $247.1 $517K - $609K	56.4K $12.5B
KO	-29.5K - 75.79%	$60.81 - $72.32 $1.8M - $2.14M	9.44K $676M
IWM	-6.13K - 27.09%	$198.1 - $229.79 $1.21M - $1.41M	16.5K $3.29B
MINT	-15.9K - 26.29%	$100.32 - $100.76 $1.59M - $1.6M	44.5K $4.48B
ABBV	-6.45K - 68.4%	$169.2 - $216.66 $1.09M - $1.4M	2.98K $624M

Activity Summary All Purchases 78 New Holdings 18 Increased Positions 60 All Sells 67 Reductions 67 Sold out 0 Calls 0 Puts 0

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