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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 $306,971,173
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Angel Oak Funds Trust - INCOME ETF
 1,184,185 $24,382,377 7.94%
2.
Apple Inc.
 AAPL 58,816 $14,728,825 4.79%
3.
Microsoft Corp
 MSFT 26,163 $11,027,564 3.59%
4.
Spdr S & P 500 Etf Trust
 SPY 16,854 $9,877,792 3.21%
5.
Invesco Actively Managed Exc
 199,539 $9,258,610 3.01%
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)