Channel Wealth LLC Purchases in Q3 2025

Channel Wealth LLC

  • $374 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
64.9K
New
$128.32 - $138.41 $8.33M - $8.98M
64.9K $8.97B
OKTA
Okta, Inc.

Technology
45.7K
New
$88.51 - $101.1 $4.04M - $4.62M
45.7K $4.19B
GENI
Genius Sports LTD

Communication Services
321K
+ 912.44%
$9.74 - $13.55 $3.13M - $4.35M
356K $4.41B
XLF
Financial Sector Spdr

ETFs
66.9K
+ 93.69%
$51.37 - $54.25 $3.44M - $3.63M
138K $7.45B
Janus Detroit Str Tr
67.5K
+ 100.6%
N/A
135K $7.04B
AAPL
Apple Inc.

Technology
383
+ 0.67%
$202.38 - $256.87 $77.5K - $98.4K
57.6K $14.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.5K
+ 24.44%
$459.11 - $506.91 $1.6M - $1.77M
17.8K $8.95B
PHM
Pultegroup Inc

Consumer Cyclical
9.54K
+ 44.78%
$108.0 - $141.42 $1.03M - $1.35M
30.8K $4.07B
Thornburg ETF Tr
30.7K
+ 8.09%
N/A
410K $12.4B
BSX
Boston Scientific Corp

Healthcare
11.8K
+ 70.81%
$97.03 - $108.14 $1.15M - $1.28M
28.6K $2.79B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.9K
+ 112.16%
$50.47 - $50.74 $804K - $809K
30.1K $1.53B
MSFT
Microsoft Corp

Technology
344
+ 1.25%
$491.09 - $535.64 $169K - $184K
27.9K $14.4B
Calamos ETF Tr
26K
New
N/A
26K $714M
CARY
Angel Oak Fds Tr Income Etf(De
28.1K
+ 2.67%
N/A
1.08M $22.6B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.35K
+ 7.34%
$100.16 - $100.7 $535K - $538K
78.1K $7.87B
AZN
Astrazeneca PLC

Healthcare
1.12K
+ 1.95%
$68.72 - $82.11 $76.8K - $91.7K
58.5K $4.49B
APEI
American Public Education Inc

Consumer Defensive
7.8K
+ 44.33%
$28.03 - $39.47 $219K - $308K
25.4K $1B
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
8.8K
+ 41.13%
$50.37 - $50.7 $443K - $446K
30.2K $1.53B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
5.55K
+ 5.43%
$33.78 - $36.74 $187K - $204K
108K $3.92B
Linde PLC
770
+ 6.26%
N/A
13.1K $6.21B
UBER
Uber Technologies, Inc

Technology
2.34K
+ 5.52%
$86.91 - $99.57 $203K - $233K
44.8K $4.39B
Pimco ETF Tr
13K
New
N/A
13K $348M
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 0.49%
$282.78 - $316.06 $15.6K - $17.4K
11.4K $3.58B
PGR
Progressive Corp

Financial Services
1.97K
+ 20.87%
$238.61 - $264.3 $469K - $520K
11.4K $2.81B
PLTR
Palantir Technologies Inc.

Technology
1.5K
New
$130.68 - $186.97 $196K - $281K
1.5K $274M
Ishares Bitcoin Trust ETF
4.06K
New
N/A
4.06K $264M
VIG
Vanguard Dividend Appreciation

ETFs
131
+ 0.62%
N/A
21.2K $4.58B
SHOP
Shopify Inc.

Technology
1.73K
New
$112.11 - $157.12 $194K - $272K
1.73K $258M
DVY
Ishares Tr

ETFs
1.69K
New
$133.88 - $142.57 $227K - $241K
1.69K $241M
VGT
Vanguard Information Technolog

ETFs
319
New
$656.44 - $753.15 $209K - $240K
319 $238M
META
Meta Platforms, Inc.

Communication Services
321
+ 6.06%
$695.21 - $791.73 $223K - $254K
5.62K $4.13B
TMO
Thermo Fisher Scientific Inc.

Healthcare
432
New
$404.94 - $499.99 $175K - $216K
432 $210M
CBRE
Cbre Group, Inc.

Real Estate
1.29K
New
$137.04 - $165.9 $177K - $214K
1.29K $203M
TXT
Textron Inc

Industrials
2.4K
New
$77.02 - $87.21 $185K - $209K
2.4K $203M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.39K
New
$30.67 - $32.13 $196K - $205K
6.39K $202M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.13K
New
$103.83 - $179.9 $117K - $203K
1.13K $202M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
31
+ 0.96%
$224.68 - $282.71 $6.97K - $8.76K
3.26K $912M
FNDB
Schwab Fundamental U S Broad M

ETFs
3.87K
+ 12.41%
$23.83 - $25.77 $92.1K - $99.6K
35K $901M
GLD
Spdr Gold Trust

ETFs
73
+ 3.02%
$300.96 - $355.47 $22K - $25.9K
2.49K $887M
VUG
Vanguard Growth ETF

ETFs
71
+ 3.45%
$433.97 - $484.08 $30.8K - $34.4K
2.13K $1.02B
MCK
Mckesson Corp

Healthcare
39
+ 1.79%
$659.01 - $772.54 $25.7K - $30.1K
2.21K $1.71B
GE
General Electric CO

Industrials
1
+ 0.04%
$244.75 - $305.63 $245 - $306
2.66K $799M
QDPL
Pacer Fds Tr Metaurus Us Large
1.37K
+ 17.28%
$39.4 - $42.1 $54K - $57.7K
9.3K $390M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.1%
$303.93 - $329.86 $912 - $990
2.95K $968M
LINC
Lincoln Educational Services Corp

Consumer Defensive
2.41K
+ 6.92%
$18.81 - $24.5 $45.2K - $58.9K
37.1K $873M
IGM
Ishares Expanded Tech Sector E

ETFs
164
+ 4.72%
$110.96 - $127.67 $18.2K - $20.9K
3.64K $458M
CVX
Chevron Corp

Energy
9
+ 0.2%
$145.57 - $161.83 $1.31K - $1.46K
4.42K $686M
XOM
Exxon Mobil Corp

Energy
26
+ 0.3%
$105.83 - $117.22 $2.75K - $3.05K
8.82K $995M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.18%
$357.4 - $423.42 $715 - $847
1.09K $442M
Activity Summary
Buys All Purchases 84 New Holdings 16 Increased Positions 68 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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