| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q4 2023 | 6.1% |
| MICROSOFT CORP | 4 | Q4 2023 | 3.3% |
| ANGEL OAK FUNDS TRUST | 4 | Q4 2023 | 4.2% |
| GOLDMAN SACHS ETF TR | 4 | Q4 2023 | 2.6% |
| INVESCO ACTIVELY MANAGED ETF | 4 | Q4 2023 | 2.5% |
| BERKSHIRE HATHAWAY INC DEL | 4 | Q4 2023 | 2.6% |
| VANGUARD SPECIALIZED FUNDS | 4 | Q4 2023 | 2.5% |
| SCHWAB STRATEGIC TR | 4 | Q4 2023 | 2.1% |
| J P MORGAN EXCHANGE TRADED F | 4 | Q4 2023 | 1.9% |
| ALPHABET INC | 4 | Q4 2023 | 2.1% |
View CHANNEL WEALTH LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-27 |
View CHANNEL WEALTH LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.