Channel Wealth LLC Purchases in Q4 2024

Channel Wealth LLC

  • $307 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AUSF
Global X Fds Adaptive U S Fact

ETFs
143K
New
$41.71 - $45.09 $5.97M - $6.45M
143K $6.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.07K
+ 43.0%
$567.81 - $607.81 $2.88M - $3.08M
16.9K $9.88B
XLF
Financial Sector Spdr

ETFs
62.2K
+ 604.14%
$44.89 - $51.34 $2.79M - $3.2M
72.5K $3.51B
XLI
Industrial Sector Spdr

ETFs
22.5K
+ 579.71%
$131.76 - $143.99 $2.96M - $3.24M
26.4K $3.47B
OKTA
Okta, Inc.

Technology
35K
New
$71.81 - $86.11 $2.52M - $3.02M
35K $2.76B
AMD
Advanced Micro Devices Inc

Technology
16.7K
New
$118.88 - $172.8 $1.98M - $2.88M
16.7K $2.01B
CARY
Angel Oak Fds Tr Income Etf(De
116K
+ 10.88%
N/A
1.18M $24.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.1K
+ 89.99%
$521.84 - $558.82 $1.62M - $1.73M
6.55K $3.53B
MSFT
Microsoft Corp

Technology
4K
+ 18.06%
$406.35 - $454.46 $1.63M - $1.82M
26.2K $11B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
27.5K
+ 141.19%
$50.62 - $50.97 $1.39M - $1.4M
47K $2.39B
ICLR
Icon PLC

Healthcare
5.89K
New
$187.22 - $297.57 $1.1M - $1.75M
5.89K $1.23B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
154K
+ 293.43%
$26.93 - $84.95 $4.15M - $13.1M
206K $5.64B
GOOG
Alphabet Inc.

Communication Services
974
+ 2.23%
$163.08 - $198.16 $159K - $193K
44.7K $8.52B
AVGO
Broadcom Inc.

Technology
1.57K
+ 11.36%
$159.67 - $250.0 $251K - $393K
15.4K $3.57B
AAPL
Apple Inc.

Technology
493
+ 0.85%
$221.69 - $259.02 $109K - $128K
58.8K $14.7B
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
21.3K
New
$50.23 - $50.47 $1.07M - $1.08M
21.3K $1.07B
MNDY
Monday.Com Ltd.

Technology
4.19K
New
$224.69 - $324.31 $941K - $1.36M
4.19K $986M
IWM
Ishares Russell 2000 ETF

ETFs
4.34K
+ 23.77%
$216.13 - $242.4 $939K - $1.05M
22.6K $5B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
19.4K
+ 25.83%
$43.97 - $45.33 $854K - $881K
94.7K $4.25B
CELH
Celsius Holdings, Inc.

Consumer Defensive
28K
New
$25.66 - $34.91 $719K - $978K
28K $738M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.78K
New
$396.64 - $516.74 $705K - $919K
1.78K $716M
ABBV
Abb Vie Inc.

Healthcare
4.4K
+ 87.44%
$164.99 - $203.87 $726K - $897K
9.43K $1.68B
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.4K
+ 14.78%
$57.53 - $60.83 $886K - $937K
120K $6.88B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.75K
+ 149.32%
$174.22 - $187.62 $654K - $704K
6.27K $1.1B
AMZN
Amazon Com Inc

Consumer Cyclical
617
+ 4.51%
$180.88 - $232.93 $112K - $144K
14.3K $3.13B
ATOM
Atomera Inc

Technology
14.6K
+ 45.6%
$2.46 - $14.27 $36K - $209K
46.7K $541M
ENVX
Enovix Corp

Industrials
17.8K
+ 12.86%
$8.03 - $12.81 $143K - $228K
156K $1.7B
Linde PLC
1.72K
+ 30.43%
N/A
7.39K $3.09B
XLK
Technology Sector Spdr

ETFs
1.39K
+ 13.95%
$220.26 - $241.44 $305K - $335K
11.3K $2.63B
EPI
Wisdomtree Tr India Earnings F

ETFs
13.4K
+ 31.79%
$45.09 - $50.08 $605K - $672K
55.6K $2.52B
GIGB
Goldman Sachs ETF Access Invt
17.7K
+ 9.75%
N/A
199K $8.95B
QQQ
Invesco Qqq Trust, Series 1

ETFs
237
+ 2.2%
$481.22 - $538.17 $114K - $128K
11K $5.63B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.96K
New
$176.42 - $186.91 $345K - $366K
1.96K $348M
V
Visa Inc.

Financial Services
155
+ 2.23%
$273.87 - $320.91 $42.4K - $49.7K
7.12K $2.25B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.87K
New
$65.31 - $74.15 $318K - $361K
4.87K $329M
GOOGL
Alphabet Inc.

Communication Services
170
+ 1.75%
$161.86 - $196.66 $27.5K - $33.4K
9.87K $1.87B
VB
Vanguard Small Cap ETF

ETFs
922
New
$233.76 - $261.58 $216K - $241K
922 $222M
XLY
Select Sector Spdr Consumer Di

ETFs
951
New
$194.8 - $239.43 $185K - $228K
951 $213M
SAP
Sap Se

Technology
819
New
$218.13 - $255.54 $179K - $209K
819 $202M
MS
Morgan Stanley

Financial Services
1.6K
New
$104.42 - $134.99 $167K - $216K
1.6K $201M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
19.1K
+ 32.08%
$10.55 - $11.6 $202K - $222K
78.7K $837M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
570
+ 3.67%
$442.29 - $483.08 $252K - $275K
16.1K $7.29B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
85
+ 3.94%
$172.07 - $207.36 $14.6K - $17.6K
2.24K $442M
EPD
Enterprise Products Partners L.P.

Energy
1.4K
+ 13.61%
$28.66 - $34.43 $40.1K - $48.2K
11.7K $366M
NFLX
Netflix Inc

Communication Services
2
+ 0.6%
$687.65 - $936.56 $1.38K - $1.87K
337 $300M
VUG
Vanguard Growth ETF

ETFs
24
+ 1.21%
$378.79 - $428.11 $9.09K - $10.3K
2.01K $826M
BAC
Bank Of America Corp

Financial Services
359
+ 3.7%
$39.22 - $47.77 $14.1K - $17.1K
10.1K $443M
SPYG
Spdr Portfolio

ETFs
449
+ 17.79%
$81.74 - $91.38 $36.7K - $41K
2.97K $261M
MNST
Monster Beverage Corp

Consumer Defensive
891
+ 7.56%
$49.24 - $56.38 $43.9K - $50.2K
12.7K $667M
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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