Top 50 Channel Wealth Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.11% | 99.4K | $25.2M | +56.17%(+35.76K) | $199.03(+55.07%) | 2026-03-31 | |
| CARY | ANGEL OAK FUNDS TRUST | 6.03% | 1.20M | $24.9M | +3.91%(+45.06K) | $20.55(+1.12%) | 2026-03-31 | |
| TXUE | THORNBURG ETF TR | 4.29% | 550.8K | $17.7M | +18.30%(+85.19K) | $28.22(+23.37%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.22% | 46.4K | $13.3M | +4.96%(+2.19K) | $139.10(+156.06%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.15% | 74.5K | $13.0M | +5.79%(+4.08K) | $61.78(+215.36%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.03% | 33.8K | $12.5M | +16.59%(+4.80K) | $344.79(+13.26%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.39% | 20.6K | $9.9M | +9.55%(+1.80K) | $383.93(+32.26%) | 2026-03-31 | |
| JSI | JANUS DETROIT STR TR | 2.27% | 182.0K | $9.4M | +31.16%(+43.25K) | $52.21(-1.97%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.18% | 9.8K | $9.0M | +5.52%(+512) | $654.97(+85.34%) | 2026-03-31 | |
| ACWI | ISHARES TR | 2.17% | 64.8K | $9.0M | -5.89%(-4.05K) | $128.05(+21.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.11% | +33.49% |
| Top 20 Holdings Unweighted | +10.25% | +34.00% |
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