Channel Wealth LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $304 Billion distributed in 164 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 $22.6B, Apple Inc. with a value of $13.6B, Microsoft Corp with a value of $9.54B, Pimco ETF Tr Enhanced Sht Matu with a value of $9.41B, and Invesco Actively Managed ETF T with a value of $9.23B.
Examining the 13F form we can see an increase of $27.6B in the current position value, from $276B to 304B.
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
$304 Billion
ETFs: $111 Billion
Technology: $46 Billion
Healthcare: $33.3 Billion
Financial Services: $23.7 Billion
Consumer Defensive: $14.7 Billion
Communication Services: $14 Billion
Industrials: $7.3 Billion
Energy: $5.2 Billion
Other: $9.78 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
