Channel Wealth LLC Purchases in Q1 2025

Channel Wealth LLC

  • $322 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Thornburg ETF Tr
289K
New
N/A
289K $7.64B
BRK-A
Berkshire Hathaway Inc

Financial Services
9
New
$663000.0 - $801950.0 $5.97M - $7.22M
9 $7.19B
VEEV
Veeva Systems Inc

Healthcare
17.6K
New
$210.58 - $246.8 $3.71M - $4.35M
17.6K $4.08B
ADBE
Adobe Inc.

Technology
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
Accenture PLC

Technology
9.27K
New
$300.91 - $398.25 $2.79M - $3.69M
9.27K $2.89B
EFG
Msci Eafe Growth ETF

ETFs
27.1K
New
$96.1 - $106.37 $2.61M - $2.88M
27.1K $2.71B
PGR
Progressive Corp

Financial Services
8.8K
New
$235.61 - $291.22 $2.07M - $2.56M
8.8K $2.49B
Janus Detroit Str Tr
38.5K
New
N/A
38.5K $2.02B
LLY
Eli Lilly & CO

Healthcare
1.44K
+ 16.97%
$725.72 - $929.72 $1.05M - $1.34M
9.95K $8.22B
Linde PLC
2.64K
+ 35.79%
N/A
10K $4.67B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
34.2K
+ 16.55%
$27.01 - $28.54 $923K - $975K
241K $6.73B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20.9K
+ 44.36%
$50.48 - $51.04 $1.05M - $1.06M
67.9K $3.44B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20.5K
New
$50.39 - $50.66 $1.03M - $1.04M
20.5K $1.04B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.42K
+ 14.35%
$551.42 - $612.93 $1.33M - $1.48M
19.3K $10.8B
CARY
Angel Oak Fds Tr Income Etf(De
23K
+ 1.95%
N/A
1.21M $25.1B
XLK
Technology Sector Spdr

ETFs
4.49K
+ 39.67%
$206.38 - $242.18 $927K - $1.09M
15.8K $3.26B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
9.22K
+ 7.03%
N/A
140K $5B
AZN
Astrazeneca PLC

Healthcare
2.32K
+ 5.77%
$65.37 - $77.96 $152K - $181K
42.5K $3.12B
XLF
Financial Sector Spdr

ETFs
6.94K
+ 9.56%
$47.32 - $52.19 $328K - $362K
79.5K $3.96B
O
Realty Income Corp

Real Estate
7.14K
+ 108.54%
$51.67 - $58.49 $369K - $418K
13.7K $796M
PG
Procter & Gamble CO

Consumer Defensive
1.78K
+ 12.35%
$158.56 - $176.26 $282K - $313K
16.2K $2.76B
EPI
Wisdomtree Tr India Earnings F

ETFs
9.59K
+ 17.25%
$40.08 - $45.85 $384K - $440K
65.2K $2.85B
NVO
Novo Nordisk A S

Healthcare
16.2K
+ 32.71%
$69.3 - $90.95 $1.12M - $1.47M
65.6K $4.55B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.13K
+ 10.75%
$91.45 - $91.75 $287K - $287K
32.3K $2.96B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
266
+ 14.96%
$402.49 - $513.76 $107K - $137K
2.04K $991M
HGER
Harbor ETF Tr All Weather Infl
3.45K
+ 3.94%
$22.23 - $24.05 $76.6K - $82.9K
90.9K $2.18B
VST
Vistra Corp.

Utilities
2.12K
New
$108.49 - $191.89 $230K - $407K
2.12K $249M
INTU
Intuit Inc

Technology
380
New
$555.63 - $630.23 $211K - $239K
380 $233M
CRWD
Crowd Strike Holdings, Inc.

Technology
630
New
$308.86 - $455.36 $195K - $287K
630 $222M
ASML
Asml Holding Nv

Technology
611
+ 9.72%
$662.63 - $776.99 $405K - $475K
6.9K $4.57B
WMB
Williams Companies, Inc.

Energy
3.53K
New
$54.02 - $61.09 $190K - $215K
3.53K $211M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.68K
New
$120.24 - $134.3 $202K - $226K
1.68K $205M
KMB
Kimberly Clark Corp

Consumer Defensive
1.43K
New
$124.46 - $147.4 $178K - $211K
1.43K $204M
MPC
Marathon Petroleum Corp

Energy
1.4K
New
$134.72 - $159.03 $188K - $222K
1.4K $203M
JPM
Jpmorgan Chase & CO

Financial Services
507
+ 4.79%
$225.19 - $279.95 $114K - $142K
11.1K $2.72B
JNJ
Johnson & Johnson

Healthcare
158
+ 3.39%
$142.06 - $167.7 $22.4K - $26.5K
4.81K $798M
RTX
Raytheon Technologies Corp

Industrials
288
+ 8.92%
$114.1 - $135.66 $32.9K - $39.1K
3.52K $466M
Brag Hse Hldgs Inc
11K
New
N/A
11K $72.7M
FTQI
First Trust ETF Vi First Trust

ETFs
5.01K
+ 29.37%
$18.72 - $21.32 $93.8K - $107K
22.1K $416M
AEP
American Electric Power CO Inc

Utilities
26
+ 0.86%
$90.32 - $109.27 $2.35K - $2.84K
3.03K $331M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
4.03K
+ 5.12%
$10.55 - $11.13 $42.5K - $44.8K
82.7K $886M
DUK
Duke Energy Corp

Utilities
22
+ 0.72%
$105.87 - $121.97 $2.33K - $2.68K
3.09K $377M
IBM
International Business Machines Corp

Technology
30
+ 2.29%
$217.4 - $264.74 $6.52K - $7.94K
1.34K $333M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
695
+ 3.26%
$50.24 - $50.57 $34.9K - $35.1K
22K $1.11B
HON
Honeywell International Inc

Industrials
300
+ 19.8%
$202.75 - $226.52 $60.8K - $68K
1.82K $384M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
210
+ 6.54%
$97.25 - $104.79 $20.4K - $22K
3.42K $355M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
632
+ 28.21%
$165.25 - $224.62 $104K - $142K
2.87K $477M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
928
+ 19.05%
$60.91 - $71.4 $56.5K - $66.3K
5.8K $361M
Activity Summary
Buys All Purchases 78 New Holdings 18 Increased Positions 60 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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