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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 $321,733,841
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Angel Oak Funds Trust - INCOME ETF
 1,207,227 $25,062,032 7.79%
2.
Apple Inc.
 AAPL 56,352 $12,517,448 3.89%
3.
Spdr S & P 500 Etf Trust
 SPY 19,272 $10,780,564 3.35%
4.
Microsoft Corp
 MSFT 27,463 $10,309,344 3.2%
5.
Goldman Sachs Etf Tr
 186,966 $8,555,676 2.66%
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)