CHANNEL WEALTH LLC Q1 2025 Filing

Filed April 10, 2025

Portfolio Value

$321.7B

Holdings

167

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (167 positions)

#StockSharesValue% PortfolioType
101
RBLXROBLOX CORP
7,424$432.7M0.13%
102
FSCOFS CREDIT OPPORTUNITIES CORP
60,168$424.2M0.13%
103
FTQIFIRST TR EXCHANGE TRADED FD
22,072$416.1M0.13%
104
AVTRAVANTOR INC
25,510$413.5M0.13%
105
VHTVANGUARD WORLD FD
1,549$410.1M0.13%
106
EPDENTERPRISE PRODS PARTNERS L
11,684$398.9M0.12%
107
HDHOME DEPOT INC
1,085$397.8M0.12%
108
BACBANK AMERICA CORP
9,527$397.5M0.12%
109
GBTCGRAYSCALE BITCOIN TRUST ETF
6,100$397.5M0.12%
110
FQIDIGITAL RLTY TR INC
2,732$391.4M0.12%
111
HONHONEYWELL INTL INC
1,815$384.3M0.12%
112
UNPUNION PAC CORP
1,625$383.9M0.12%
113
TAT&T INC
13,411$379.3M0.12%
114
DUKDUKE ENERGY CORP NEW
3,094$377.3M0.12%
115
SMLFISHARES TR
5,800$360.5M0.11%
116
PFEPFIZER INC
14,211$360.1M0.11%
117
EMREMERSON ELEC CO
3,267$358.2M0.11%
118
TLHISHARES TR
3,421$354.9M0.11%
119
PHPARKER-HANNIFIN CORP
571$347.1M0.11%
120
BXBLACKSTONE INC
2,480$346.7M0.11%
121
VYMVANGUARD WHITEHALL FDS
2,672$344.6M0.11%
122
CSCOCISCO SYS INC
5,392$332.7M0.10%
123
IBMINTERNATIONAL BUSINESS MACHS
1,338$332.7M0.10%
124
AEPAMERICAN ELEC PWR CO INC
3,032$331.3M0.10%
125
SBUXSTARBUCKS CORP
3,358$329.4M0.10%
126
QUALISHARES TR
1,920$328.1M0.10%
127
NFLXNETFLIX INC
350$326.4M0.10%
128
IVVISHARES TR
566$318.0M0.10%
129
BACVERIZON COMMUNICATIONS INC
6,962$315.8M0.10%
130
IGMISHARES TR
3,475$315.1M0.10%
131
HDBHDFC BANK LTD
4,736$314.7M0.10%
132
XLFISELECT SECTOR SPDR TR
3,758$306.9M0.10%
133
MGKVANGUARD WORLD FD
990$305.8M0.10%
134
FTHIFIRST TR EXCHANGE TRADED FD
13,930$304.5M0.09%
135
UTFCOHEN & STEERS INFRASTRUCTUR
11,698$298.9M0.09%
136
PFFDGLOBAL X FDS
15,349$292.2M0.09%
137
GSGOLDMAN SACHS GROUP INC
531$290.1M0.09%
138
QDPLPACER FDS TR
7,930$289.6M0.09%
139
MAMASTERCARD INCORPORATED
500$274.1M0.09%
140
BCCCGLOBAL X FDS
7,091$267.5M0.08%
141
SNASNAP ON INC
776$261.5M0.08%
142
MDLZMONDELEZ INTL INC
3,782$256.6M0.08%
143
VFHVANGUARD WORLD FD
2,143$256.0M0.08%
144
VSTVISTRA CORP
2,123$249.3M0.08%
145
DJIAGLOBAL X FDS
11,129$245.6M0.08%
146
SPYGSPDR SER TR
3,042$244.5M0.08%
147
VTVVANGUARD INDEX FDS
1,386$239.4M0.07%
148
DYHTARGET CORP
2,245$234.3M0.07%
149
INTUINTUIT
380$233.3M0.07%
150
FASTFASTENAL CO
2,960$229.5M0.07%
151
IRMIRON MTN INC DEL
2,619$225.3M0.07%
152
CRWDCROWDSTRIKE HLDGS INC
630$222.1M0.07%
153
TMOTHERMO FISHER SCIENTIFIC INC
445$221.4M0.07%
154
SAPSAP SE
819$219.9M0.07%
155
WMBWILLIAMS COS INC
3,525$210.7M0.07%
156
ESGUISHARES TR
1,684$205.3M0.06%
157
KMBKIMBERLY-CLARK CORP
1,432$203.7M0.06%
158
MPCMARATHON PETE CORP
1,395$203.2M0.06%
159
VBVANGUARD INDEX FDS
907$201.1M0.06%
160
CWBCCOMMUNITY WEST BANCSHARES NE
10,761$198.9M0.06%
161
P5YBRF SA
46,142$158.7M0.05%
162
ATOMATOMERA INC
38,450$153.8M0.05%
163
RIVRIVERNORTH OPPORTUNITIES FD
12,371$145.9M0.05%
164
RQICOHEN & STEERS QUALITY INCOM
11,363$142.7M0.04%
165
HFROHIGHLAND OPPS & INCOME FD
16,722$87.0M0.03%
166
TBHBRAG HSE HLDGS INC
11,000$72.7M0.02%
167
XAWPXABRDN GLOBAL PREMIER PPTYS F
15,000$58.2M0.02%
PreviousPage 2 of 2