Channel Wealth LLC Incresed Positions in Q1 2025

Channel Wealth LLC

  • $322 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
1.44K
+ 16.97%
$725.72 - $929.72 $1.05M - $1.34M
9.95K $8.22B
AUSF
Global X Fds Adaptive U S Fact

ETFs
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
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
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
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
ASML
Asml Holding Nv

Technology
611
+ 9.72%
$662.63 - $776.99 $405K - $475K
6.9K $4.57B
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
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
SYK
Stryker Corp

Healthcare
3
+ 0.14%
$355.18 - $399.9 $1.07K - $1.2K
2.18K $810M
NFLX
Netflix Inc

Communication Services
13
+ 3.86%
$828.4 - $1058.6 $10.8K - $13.8K
350 $326M
VTV
Vanguard Value ETF

ETFs
109
+ 8.54%
$167.73 - $179.21 $18.3K - $19.5K
1.39K $239M
MA
Mastercard Inc

Financial Services
23
+ 4.82%
$504.67 - $576.31 $11.6K - $13.3K
500 $274M
VHT
Vanguard Health Care ETF

ETFs
16
+ 1.04%
$254.06 - $273.83 $4.06K - $4.38K
1.55K $410M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
64
+ 2.45%
$126.11 - $135.06 $8.07K - $8.64K
2.67K $345M
ICLR
Icon PLC

Healthcare
1.23K
+ 20.95%
$174.99 - $222.58 $216K - $274K
7.12K $1.25B
VFH
Vanguard Financial ETF

ETFs
22
+ 1.04%
$114.07 - $127.34 $2.51K - $2.8K
2.14K $256M
AXP
American Express CO

Financial Services
260
+ 10.17%
$255.39 - $325.87 $66.4K - $84.7K
2.82K $758M
FNDX
Schwab Fundamental U S Large C

ETFs
4
+ 0.01%
$23.03 - $25.01 $92.1 - $100
30.9K $731M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
+ 2.3%
$497.6 - $606.74 $4.98K - $6.07K
445 $221M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
1.59K
+ 1.68%
$43.63 - $46.01 $69.5K - $73.3K
96.3K $4.24B
PAVE
Global X Fds Us Infrastructure

ETFs
118
+ 1.69%
$37.31 - $43.82 $4.4K - $5.17K
7.09K $268M
SPYG
Spdr Portfolio

ETFs
69
+ 2.32%
$80.05 - $92.39 $5.52K - $6.37K
3.04K $244M
VIG
Vanguard Dividend Appreciation

ETFs
72
+ 0.34%
N/A
21.2K $4.12B
IRM
Iron Mountain Inc

Real Estate
50
+ 1.95%
$82.79 - $111.31 $4.14K - $5.57K
2.62K $225M
VUG
Vanguard Growth ETF

ETFs
50
+ 2.48%
$369.1 - $427.61 $18.5K - $21.4K
2.06K $765M
DLR
Digital Realty Trust, Inc.

Real Estate
53
+ 1.98%
$142.1 - $183.56 $7.53K - $9.73K
2.73K $391M
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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