Channel Wealth LLC Purchases in Q4 2024

Channel Wealth LLC

  • $307 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DLR
Digital Realty Trust, Inc.

Real Estate
50
+ 1.9%
$156.46 - $195.69 $7.82K - $9.78K
2.68K $475M
FTHI
First Trust Exchange Traded Fd

ETFs
1.81K
+ 13.63%
$22.89 - $24.02 $41.5K - $43.5K
15.1K $351M
ORCC
Owl Rock Capital Corp

Financial Services
823
+ 1.88%
N/A
44.5K $673M
T
At&T Inc.

Communication Services
1.05K
+ 7.58%
$21.22 - $23.88 $22.4K - $25.2K
15K $341M
O
Realty Income Corp

Real Estate
1.54K
+ 30.5%
$51.76 - $64.71 $79.6K - $99.5K
6.58K $351M
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 1.2%
$280.04 - $302.45 $9.8K - $10.6K
2.94K $853M
IVV
Ishares Core S&P 500 ETF

ETFs
32
+ 4.54%
$570.51 - $610.59 $18.3K - $19.5K
737 $434M
FCAL
First Tr Iii Calif Mun High In

ETFs
1.16K
+ 3.11%
$49.2 - $50.51 $56.9K - $58.4K
38.3K $1.89B
GTO
Invesco Actively Managed ETF T

ETFs
8.36K
+ 4.37%
$46.33 - $48.41 $387K - $405K
200K $9.26B
QDPL
Pacer Fds Tr Metaurus Us Large
500
+ 6.73%
$37.54 - $40.11 $18.8K - $20.1K
7.93K $304M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
483
+ 4.53%
$42.33 - $43.3 $20.4K - $20.9K
11.1K $475M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
37
+ 0.09%
$17.93 - $18.8 $663 - $696
39.5K $721M
VO
Vanguard Mid Cap ETF

ETFs
19
+ 0.72%
$261.5 - $284.63 $4.97K - $5.41K
2.64K $698M
IBM
International Business Machines Corp

Technology
24
+ 1.87%
$204.9 - $238.04 $4.92K - $5.71K
1.31K $288M
SYK
Stryker Corp

Healthcare
3
+ 0.14%
$345.14 - $392.15 $1.04K - $1.18K
2.17K $782M
VTV
Vanguard Value ETF

ETFs
11
+ 0.87%
$168.32 - $181.87 $1.85K - $2K
1.28K $216M
FNDX
Schwab Fundamental U S Large C

ETFs
20.6K
+ 200.03%
$23.49 - $71.77 $485K - $1.48M
30.9K $733M
FNDB
Schwab Fundamental U S Broad M

ETFs
25.1K
+ 200.0%
$23.07 - $70.32 $580K - $1.77M
37.7K $877M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
69
+ 1.71%
$115.08 - $119.55 $7.94K - $8.25K
4.11K $475M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
73
+ 0.83%
$51.33 - $53.74 $3.75K - $3.92K
8.83K $455M
SBUX
Starbucks Corp

Consumer Cyclical
64
+ 1.83%
$87.44 - $102.5 $5.6K - $6.56K
3.56K $325M
ORCL
Oracle Corp

Technology
2
+ 0.04%
$165.41 - $192.43 $331 - $385
4.66K $776M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.17%
$385.02 - $431.37 $770 - $863
1.15K $449M
DUK
Duke Energy Corp

Utilities
25
+ 0.82%
$105.76 - $120.76 $2.64K - $3.02K
3.07K $331M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
87
+ 2.78%
$99.04 - $109.59 $8.62K - $9.53K
3.21K $320M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
400
+ 2.48%
$43.84 - $48.76 $17.5K - $19.5K
16.5K $727M
AEP
American Electric Power CO Inc

Utilities
29
+ 0.97%
$90.91 - $102.21 $2.64K - $2.96K
3.01K $277M
PFE
Pfizer Inc

Healthcare
201
+ 1.35%
$24.8 - $30.19 $4.98K - $6.07K
15K $399M
CAT
Caterpillar Inc

Industrials
27
+ 1.87%
$360.37 - $416.88 $9.73K - $11.3K
1.47K $533M
GE
General Electric CO

Industrials
132
+ 5.18%
$159.95 - $194.23 $21.1K - $25.6K
2.68K $447M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7.37K
+ 5.92%
$28.89 - $31.63 $213K - $233K
132K $3.85B
LLY
Eli Lilly & CO

Healthcare
870
+ 11.4%
$727.2 - $932.06 $633K - $811K
8.5K $6.57B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
3.43K
+ 2.68%
N/A
131K $4.37B
ASML
Asml Holding Nv

Technology
640
+ 11.34%
$658.43 - $872.27 $421K - $558K
6.29K $4.36B
Activity Summary
Buys All Purchases 85 New Holdings 14 Increased Positions 71 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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