Notify me when CHANNEL WEALTH LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 172 | $395,009,420 | +$56,508,112 | -$38,749,059 | +$17,759,053 | CARY, AAPL, TXUE, MSFT, GOOG | 13F-HR | 03 Feb 2026, 15:12 |
| Q3 2025 | 174 | $373,870,618 | +$38,970,672 | -$37,170,287 | +$1,800,385 | CARY, AAPL, MSFT, NVDA, TXUE | 13F-HR | 07 Oct 2025, 15:06 |
| Q2 2025 | 174 | $353,616,267 | +$45,539,082 | -$38,230,137 | +$7,308,945 | CARY, MSFT, SPY, AAPL, TXUE | 13F-HR | 09 Jul 2025, 16:36 |
| Q1 2025 | 167 | $321,733,841 | +$54,391,384 | -$30,522,203 | +$23,869,181 | CARY, AAPL, SPY, MSFT, GIGB | 13F-HR | 10 Apr 2025, 15:56 |
| Q4 2024 | 160 | $306,971,173 | +$50,867,921 | -$41,762,011 | +$9,105,910 | CARY, AAPL, MSFT, SPY, GTO | 13F-HR | 14 Jan 2025, 18:01 |
| Q3 2024 | 164 | $303,579,831 | +$57,473,929 | -$35,141,209 | +$22,332,720 | CARY, AAPL, MSFT, MINT, GTO | 13F-HR | 31 Oct 2024, 15:13 |
| Q2 2024 | 164 | $275,931,310 | +$50,037,935 | -$24,516,763 | +$25,521,172 | CARY, AAPL, MSFT, BIL, NVDA | 13F-HR | 05 Aug 2024, 11:45 |
| Q1 2024 | 178 | $248,757,954 | +$43,518,610 | -$19,557,964 | +$23,960,646 | CARY, AAPL, MSFT, JEPI, GIGB | 13F-HR | 12 Apr 2024, 10:12 |
| Q4 2023 | 173 | $211,854,387 | +$44,821,489 | -$25,554,559 | +$19,266,930 | AAPL, CARY, MSFT, QQQ, BRKB | 13F-HR | 08 Jan 2024, 15:50 |
| Q3 2023 | 177 | $178,586,789 | +$30,687,090 | -$18,514,242 | +$12,172,848 | AAPL, CARY, MSFT, GIGB, GTO | 13F-HR | 24 Oct 2023, 16:06 |
| Q2 2023 | 184 | $173,924,357 | +$32,538,657 | -$21,681,231 | +$10,857,426 | AAPL, MSFT, GIGB, GTO, SHY | 13F-HR | 26 Jul 2023, 16:38 |
| Q1 2023 | 202 | $155,283,565 | $0 | $0 | $0 | AAPL, MSFT, SHY, VIG, PRVB | 13F-HR | 27 Apr 2023, 16:28 |