Channel Wealth LLC Incresed Positions in Q4 2024

Channel Wealth LLC

  • $307 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
AZN
Astrazeneca PLC

Healthcare
23.7K
+ 144.02%
$63.2 - $79.58 $1.5M - $1.89M
40.2K $2.63B
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
AAPL
Apple Inc.

Technology
493
+ 0.85%
$221.69 - $259.02 $109K - $128K
58.8K $14.7B
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
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
V
Visa Inc.

Financial Services
155
+ 2.23%
$273.87 - $320.91 $42.4K - $49.7K
7.12K $2.25B
GOOGL
Alphabet Inc.

Communication Services
170
+ 1.75%
$161.86 - $196.66 $27.5K - $33.4K
9.87K $1.87B
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
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
VIG
Vanguard Dividend Appreciation

ETFs
322
+ 1.55%
N/A
21.2K $4.14B
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
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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