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Home > Institutional Investor > Channel Wealth Llc > Profile

Instuitional Investor - Channel Wealth Llc

Fund Profile
Filing Period:
Fund Name: Channel Wealth Llc
Portfolio Value $353,631,253
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Angel Oak Funds Trust - INCOME ETF
 1,053,012 $21,902,645 6.19%
2.
Microsoft Corp
 MSFT 27,507 $13,682,216 3.87%
3.
Spdr S & P 500 Etf Trust
 SPY 19,379 $11,973,315 3.39%
4.
Apple Inc.
 AAPL 57,175 $11,730,673 3.32%
5.
Thornburg Etf Tr - INTL EQUITY ETF
 378,984 $11,199,963 3.17%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)