CHANNEL WEALTH LLC Diversified Active

CIK: 0001975550 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 8, 2024

Total Value ($000): $211,854 (100.0% shares, 0.0% debt)

Holdings (173)

AAPL APPLE INC 5.2%
Value ($000) $11,120 Shares 57,756 Est. Cost $147.67 Unrealized +23.8%
CARY ANGEL OAK FUNDS TRUST 4.2%
Value ($000) $8,928 Shares 436,357 Est. Cost $20.25 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $7,072 Shares 18,808 Est. Cost $262.40 Unrealized +33.5%
QQQ INVESCO QQQ TR 2.7%
Value ($000) $5,615 Shares 13,711 Est. Cost $389.18 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $5,432 Shares 15,229 Est. Cost $324.42 Unrealized +8.2%
GIGB GOLDMAN SACHS ETF TR 2.4%
Value ($000) $5,067 Shares 109,416 Est. Cost $45.28 Unrealized
GTO INVESCO ACTIVELY MANAGED ETF 2.2%
Value ($000) $4,633 Shares 98,084 Est. Cost $46.57 Unrealized
GOOG ALPHABET INC 2.1%
Value ($000) $4,544 Shares 32,241 Est. Cost $112.44 Unrealized +19.8%
OMFL INVESCO EXCH TRD SLF IDX FD 2.0%
Value ($000) $4,161 Shares 80,942 Est. Cost $47.75 Unrealized
SCHD SCHWAB STRATEGIC TR 1.9%
Value ($000) $3,948 Shares 51,864 Est. Cost $72.58 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 1.8%
Value ($000) $3,870 Shares 70,387 Est. Cost $54.85 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.7%
Value ($000) $3,625 Shares 21,272 Est. Cost $154.97 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $3,618 Shares 7,305 Est. Cost $34.06 Unrealized +36.0%
IWF ISHARES TR 1.6%
Value ($000) $3,429 Shares 11,312 Est. Cost $303.17 Unrealized
ZTS ZOETIS INC 1.6%
Value ($000) $3,383 Shares 17,140 Est. Cost $170.39 Unrealized +1.4%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $3,367 Shares 6,395 Est. Cost $462.99 Unrealized +10.4%
LLY ELI LILLY & CO 1.5%
Value ($000) $3,236 Shares 5,551 Est. Cost $448.64 Unrealized +28.2%
NVO NOVO-NORDISK A S 1.5%
Value ($000) $3,183 Shares 30,771 Est. Cost $110.32 Unrealized
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $3,005 Shares 17,668 Est. Cost $132.31 Unrealized +9.5%
ICOW PACER FDS TR 1.4%
Value ($000) $2,958 Shares 94,700 Est. Cost $30.02 Unrealized
KO COCA COLA CO 1.4%
Value ($000) $2,956 Shares 50,163 Est. Cost $54.71 Unrealized -2.7%
BIL SPDR SER TR 1.4%
Value ($000) $2,927 Shares 32,028 Est. Cost $91.82 Unrealized
ASML ASML HOLDING N V 1.4%
Value ($000) $2,904 Shares 3,837 Est. Cost $700.96 Unrealized
CCI CROWN CASTLE INC 1.4%
Value ($000) $2,873 Shares 24,940 Est. Cost $101.48 Unrealized -10.5%
AZN ASTRAZENECA PLC 1.3%
Value ($000) $2,846 Shares 42,253 Est. Cost $68.62 Unrealized
ABBV ABBVIE INC 1.3%
Value ($000) $2,838 Shares 18,314 Est. Cost $136.32 Unrealized -0.4%
MELI MERCADOLIBRE INC 1.3%
Value ($000) $2,837 Shares 1,805 Est. Cost $1256.07 Unrealized +12.8%
AMGN AMGEN INC 1.2%
Value ($000) $2,610 Shares 9,063 Est. Cost $221.64 Unrealized +15.1%
EFG ISHARES TR 1.1%
Value ($000) $2,420 Shares 24,987 Est. Cost $92.76 Unrealized
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $2,365 Shares 16,142 Est. Cost $135.94 Unrealized +3.4%
PFF ISHARES TR 1.1%
Value ($000) $2,312 Shares 74,125 Est. Cost $30.83 Unrealized
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $2,282 Shares 3,457 Est. Cost $498.42 Unrealized +15.1%
HDB HDFC BANK LTD 1.1%
Value ($000) $2,232 Shares 33,257 Est. Cost $66.60 Unrealized
SPSB SPDR SER TR 1.0%
Value ($000) $2,192 Shares 73,623 Est. Cost $29.55 Unrealized
DXCM DEXCOM INC 1.0%
Value ($000) $2,192 Shares 17,663 Est. Cost $103.36 Unrealized -1.2%
TLT ISHARES TR 1.0%
Value ($000) $2,165 Shares 21,900 Est. Cost $105.98 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $2,146 Shares 14,123 Est. Cost $101.87 Unrealized +37.6%
EEM ISHARES TR 1.0%
Value ($000) $2,100 Shares 52,217 Est. Cost $39.46 Unrealized
XLE SELECT SECTOR SPDR TR 1.0%
Value ($000) $2,038 Shares 24,308 Est. Cost $84.77 Unrealized
LIN LINDE PLC 0.9%
Value ($000) $1,922 Shares 4,679 Est. Cost $340.75 Unrealized +12.6%
V VISA INC 0.9%
Value ($000) $1,809 Shares 6,947 Est. Cost $225.85 Unrealized +7.4%
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $1,757 Shares 4,023 Est. Cost $378.81 Unrealized
NOBL PROSHARES TR 0.8%
Value ($000) $1,741 Shares 18,291 Est. Cost $91.24 Unrealized
TSLA TESLA INC 0.8%
Value ($000) $1,613 Shares 6,490 Est. Cost $182.53 Unrealized +30.2%
NKE NIKE INC 0.7%
Value ($000) $1,532 Shares 14,108 Est. Cost $111.77 Unrealized -7.9%
NU NU HLDGS LTD 0.7%
Value ($000) $1,515 Shares 181,866 Est. Cost $7.58 Unrealized +6.6%
IEMG ISHARES INC 0.7%
Value ($000) $1,496 Shares 29,584 Est. Cost $48.55 Unrealized
MCK MCKESSON CORP 0.6%
Value ($000) $1,372 Shares 2,963 Est. Cost $450.30 Unrealized 0.0%
GOOGL ALPHABET INC 0.6%
Value ($000) $1,351 Shares 9,674 Est. Cost $97.02 Unrealized +37.4%
HD HOME DEPOT INC 0.6%
Value ($000) $1,298 Shares 3,746 Est. Cost $284.44 Unrealized +3.3%
AVGO BROADCOM INC 0.5%
Value ($000) $1,129 Shares 1,011 Est. Cost $60.02 Unrealized +53.7%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,128 Shares 11,283 Est. Cost $99.47 Unrealized -1.9%
CNI CANADIAN NATL RY CO 0.5%
Value ($000) $1,125 Shares 8,958 Est. Cost $111.66 Unrealized -2.8%
ALB ALBEMARLE CORP 0.5%
Value ($000) $1,085 Shares 7,511 Est. Cost $132.16 Unrealized 0.0%
EWZ ISHARES INC 0.5%
Value ($000) $999 Shares 28,567 Est. Cost $34.96 Unrealized
EQNR EQUINOR ASA 0.5%
Value ($000) $992 Shares 31,352 Est. Cost $28.66 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $908 Shares 6,088 Est. Cost $148.28 Unrealized -7.1%
ENVX ENOVIX CORPORATION 0.4%
Value ($000) $888 Shares 70,900 Est. Cost $11.55 Unrealized -2.9%
FNDB SCHWAB STRATEGIC TR 0.4%
Value ($000) $865 Shares 14,156 Est. Cost $54.15 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $862 Shares 6,320 Est. Cost $129.61 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value ($000) $852 Shares 4,424 Est. Cost $151.01 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $841 Shares 3,615 Est. Cost $210.15 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.4%
Value ($000) $809 Shares 24,778 Est. Cost $30.75 Unrealized
XLC SELECT SECTOR SPDR TR 0.4%
Value ($000) $796 Shares 10,960 Est. Cost $58.97 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $794 Shares 5,065 Est. Cost $147.89 Unrealized -2.9%
QYLD GLOBAL X FDS 0.4%
Value ($000) $772 Shares 44,526 Est. Cost $17.17 Unrealized
COWZ PACER FDS TR 0.4%
Value ($000) $766 Shares 14,739 Est. Cost $46.95 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $759 Shares 1,597 Est. Cost $450.90 Unrealized
SHY ISHARES TR 0.4%
Value ($000) $753 Shares 9,178 Est. Cost $82.16 Unrealized
CALF PACER FDS TR 0.3%
Value ($000) $731 Shares 15,221 Est. Cost $38.71 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.3%
Value ($000) $731 Shares 49,508 Est. Cost $9.24 Unrealized +19.4%
MRK MERCK & CO INC 0.3%
Value ($000) $728 Shares 6,678 Est. Cost $100.19 Unrealized -3.4%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $685 Shares 2,887 Est. Cost $205.01 Unrealized
SYK STRYKER CORPORATION 0.3%
Value ($000) $661 Shares 2,206 Est. Cost $268.40 Unrealized +2.4%
APPF APPFOLIO INC 0.3%
Value ($000) $648 Shares 3,738 Est. Cost $187.35 Unrealized 0.0%
BLACKROCK MUNIHLDNGS CALI QL 0.3%
Value ($000) $646 Shares 58,038 Est. Cost $11.06 Unrealized
FNDX SCHWAB STRATEGIC TR 0.3%
Value ($000) $641 Shares 10,352 Est. Cost $61.94 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 0.3%
Value ($000) $585 Shares 18,589 Est. Cost $33.77 Unrealized
AVTR AVANTOR INC 0.3%
Value ($000) $582 Shares 25,510 Est. Cost $22.79 Unrealized -10.1%
RMD RESMED INC 0.3%
Value ($000) $565 Shares 3,283 Est. Cost $207.07 Unrealized -27.2%
SBUX STARBUCKS CORP 0.3%
Value ($000) $544 Shares 5,667 Est. Cost $95.56 Unrealized -3.5%
GLD SPDR GOLD TR 0.2%
Value ($000) $523 Shares 2,738 Est. Cost $185.29 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $513 Shares 1,075 Est. Cost $411.08 Unrealized
DHR DANAHER CORPORATION 0.2%
Value ($000) $506 Shares 2,186 Est. Cost $221.07 Unrealized -4.8%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $494 Shares 1,588 Est. Cost $249.44 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $491 Shares 4,654 Est. Cost $106.71 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $478 Shares 9,455 Est. Cost $45.31 Unrealized +5.9%
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $467 Shares 4,093 Est. Cost $101.88 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $466 Shares 4,215 Est. Cost $109.61 Unrealized
IEF ISHARES TR 0.2%
Value ($000) $461 Shares 4,780 Est. Cost $99.12 Unrealized
ATOM ATOMERA INC 0.2%
Value ($000) $441 Shares 62,900 Est. Cost $6.97 Unrealized -4.8%
PFE PFIZER INC 0.2%
Value ($000) $434 Shares 15,088 Est. Cost $34.67 Unrealized -23.9%
CAT CATERPILLAR INC 0.2%
Value ($000) $433 Shares 1,463 Est. Cost $256.62 Unrealized -2.1%
FSLR FIRST SOLAR INC 0.2%
Value ($000) $431 Shares 2,500 Est. Cost $198.09 Unrealized -22.8%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $428 Shares 3,835 Est. Cost $105.50 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $424 Shares 2,494 Est. Cost $157.97 Unrealized -2.7%
UNP UNION PAC CORP 0.2%
Value ($000) $416 Shares 1,695 Est. Cost $209.24 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $413 Shares 1,223 Est. Cost $263.01 Unrealized +13.3%
SHYG ISHARES TR 0.2%
Value ($000) $409 Shares 9,699 Est. Cost $41.68 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $403 Shares 3,082 Est. Cost $81.16 Unrealized +25.8%
HYG ISHARES TR 0.2%
Value ($000) $402 Shares 5,189 Est. Cost $75.29 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $395 Shares 10,487 Est. Cost $32.70 Unrealized -5.2%
FS CREDIT OPPORTUNITIES CORP 0.2%
Value ($000) $389 Shares 68,569 Est. Cost $4.53 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $388 Shares 7,715 Est. Cost $27.52 Unrealized +45.5%
FTQI FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $364 Shares 18,380 Est. Cost $19.82 Unrealized
COR CENCORA INC 0.2%
Value ($000) $362 Shares 1,761 Est. Cost $154.59 Unrealized +24.0%
META META PLATFORMS INC 0.2%
Value ($000) $360 Shares 1,018 Est. Cost $251.21 Unrealized +28.7%
RBLX ROBLOX CORP 0.2%
Value ($000) $357 Shares 7,804 Est. Cost $38.26 Unrealized -3.4%
COHEN & STEERS INFRASTRUCTUR 0.2%
Value ($000) $349 Shares 16,437 Est. Cost $24.40 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $348 Shares 2,441 Est. Cost $132.94 Unrealized -15.0%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $348 Shares 4,826 Est. Cost $74.68 Unrealized
MGK VANGUARD WORLD FD 0.2%
Value ($000) $342 Shares 1,319 Est. Cost $204.86 Unrealized
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $341 Shares 2,535 Est. Cost $95.33 Unrealized +26.5%
WMT WALMART INC 0.2%
Value ($000) $337 Shares 2,138 Est. Cost $51.64 Unrealized 0.0%
BAC BANK AMERICA CORP 0.2%
Value ($000) $329 Shares 9,772 Est. Cost $29.73 Unrealized -7.1%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $326 Shares 8,671 Est. Cost $32.41 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $325 Shares 3,338 Est. Cost $88.09 Unrealized 0.0%
PFFD GLOBAL X FDS 0.2%
Value ($000) $324 Shares 16,692 Est. Cost $19.81 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $317 Shares 1,511 Est. Cost $176.65 Unrealized -2.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $316 Shares 1,066 Est. Cost $251.57 Unrealized +2.8%
MLPX GLOBAL X FDS 0.1%
Value ($000) $315 Shares 7,065 Est. Cost $40.09 Unrealized
EMB ISHARES TR 0.1%
Value ($000) $314 Shares 3,525 Est. Cost $86.28 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $305 Shares 3,147 Est. Cost $83.85 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $295 Shares 1,651 Est. Cost $151.80 Unrealized
T AT&T INC 0.1%
Value ($000) $289 Shares 17,223 Est. Cost $15.72 Unrealized -9.6%
O REALTY INCOME CORP 0.1%
Value ($000) $285 Shares 4,957 Est. Cost $55.14 Unrealized -15.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $278 Shares 3,835 Est. Cost $61.12 Unrealized +5.2%
PATH UIPATH INC 0.1%
Value ($000) $276 Shares 11,115 Est. Cost $15.11 Unrealized +29.2%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $273 Shares 2,140 Est. Cost $88.66 Unrealized +3.2%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $272 Shares 590 Est. Cost $320.08 Unrealized +27.2%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $271 Shares 10,284 Est. Cost $26.01 Unrealized
FDD FIRST TR STOXX EUROPEAN SELE 0.1%
Value ($000) $271 Shares 22,430 Est. Cost $11.57 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $271 Shares 3,331 Est. Cost $82.04 Unrealized -12.6%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $267 Shares 3,026 Est. Cost $88.36 Unrealized
BBIN J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $264 Shares 4,643 Est. Cost $53.86 Unrealized
COMMUNITY WEST BANCSHARES 0.1%
Value ($000) $261 Shares 15,000 Est. Cost $12.65 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $260 Shares 1,389 Est. Cost $160.00 Unrealized -1.9%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $258 Shares 1,637 Est. Cost $142.51 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $257 Shares 485 Est. Cost $480.76 Unrealized 0.0%
TXT TEXTRON INC 0.1%
Value ($000) $257 Shares 3,201 Est. Cost $77.37 Unrealized 0.0%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $255 Shares 3,466 Est. Cost $73.83 Unrealized
IGM ISHARES TR 0.1%
Value ($000) $254 Shares 567 Est. Cost $395.21 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $251 Shares 4,200 Est. Cost $59.41 Unrealized
SMTC SEMTECH CORP 0.1%
Value ($000) $249 Shares 11,365 Est. Cost $18.55 Unrealized 0.0%
MPC MARATHON PETE CORP 0.1%
Value ($000) $247 Shares 1,663 Est. Cost $132.62 Unrealized +7.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $246 Shares 2,363 Est. Cost $104.00 Unrealized
DJIA GLOBAL X FDS 0.1%
Value ($000) $244 Shares 11,129 Est. Cost $21.71 Unrealized
RIVERNORTH OPPORTUNITIES FD 0.1%
Value ($000) $243 Shares 22,121 Est. Cost $11.33 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $241 Shares 963 Est. Cost $250.70 Unrealized
PAVE GLOBAL X FDS 0.1%
Value ($000) $240 Shares 6,973 Est. Cost $28.35 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $237 Shares 2,189 Est. Cost $96.70 Unrealized
QDPL PACER FDS TR 0.1%
Value ($000) $232 Shares 7,025 Est. Cost $33.05 Unrealized
SNA SNAP ON INC 0.1%
Value ($000) $229 Shares 793 Est. Cost $226.26 Unrealized +12.7%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $229 Shares 1,399 Est. Cost $141.50 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $228 Shares 592 Est. Cost $317.74 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $228 Shares 2,522 Est. Cost $86.20 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $223 Shares 1,492 Est. Cost $138.11 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $223 Shares 458 Est. Cost $43.65 Unrealized 0.0%
HSY HERSHEY CO 0.1%
Value ($000) $220 Shares 1,179 Est. Cost $217.16 Unrealized -18.2%
RTX RTX CORPORATION 0.1%
Value ($000) $220 Shares 2,609 Est. Cost $75.63 Unrealized 0.0%
LIT GLOBAL X FDS 0.1%
Value ($000) $217 Shares 4,254 Est. Cost $62.54 Unrealized
SIG SIGNET JEWELERS LIMITED 0.1%
Value ($000) $215 Shares 2,000 Est. Cost $79.83 Unrealized 0.0%
AON AON PLC 0.1%
Value ($000) $214 Shares 736 Est. Cost $307.17 Unrealized +2.7%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $214 Shares 501 Est. Cost $397.11 Unrealized 0.0%
FTHI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $211 Shares 9,873 Est. Cost $21.36 Unrealized
IRM IRON MTN INC DEL 0.1%
Value ($000) $210 Shares 3,000 Est. Cost $58.41 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $208 Shares 459 Est. Cost $415.09 Unrealized +0.6%
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $203 Shares 12,206 Est. Cost $13.92 Unrealized +13.7%
PGIM SHORT DUR HIG YLD OPP F 0.1%
Value ($000) $186 Shares 12,375 Est. Cost $14.49 Unrealized
HIGHLAND OPPORTUNITIES 0.1%
Value ($000) $135 Shares 17,505 Est. Cost $8.76 Unrealized
COHEN & STEERS QUALITY INCOM 0.1%
Value ($000) $134 Shares 10,963 Est. Cost $11.89 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $58 Shares 15,000 Est. Cost $4.12 Unrealized
BLUEBIRD BIO INC 0.0%
Value ($000) $17 Shares 12,500 Est. Cost $3.29 Unrealized