Channel Wealth LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $322 Billion distributed in 167 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 $25.1B, Apple Inc. with a value of $12.5B, Spdr S&P 500 ETF Trust with a value of $10.8B, Microsoft Corp with a value of $10.3B, and Goldman Sachs ETF Access Invt with a value of $8.56B.
Examining the 13F form we can see an increase of $14.8B in the current position value, from $307B to 322B.
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
$322 Billion
ETFs: $114 Billion
Technology: $52.5 Billion
Healthcare: $31.2 Billion
Financial Services: $26.9 Billion
Communication Services: $13 Billion
Consumer Defensive: $11.8 Billion
Industrials: $6.27 Billion
Consumer Cyclical: $4.72 Billion
Other: $6.93 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
