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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 $211,854,387
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 57,756 $11,119,712 5.24%
2.
Angel Oak Funds Trust
 436,357 $8,927,869 4.21%
3.
Microsoft Corp
 MSFT 18,808 $7,072,483 3.33%
4.
Invesco Qqq Tr
 13,711 $5,614,929 2.65%
5.
Berkshire Hathaway Inc
 BRK.A 15,229 $5,431,575 2.56%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)