MICHELLE ELDRIDGE

@Channel Wealth Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$306.971M

Total holdings160

Assets growth rate1.12%

Assets growth rate (2-Q avg)5.57%

Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Channel Wealth Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 160 positions.

Assets under management

The assets under management (AUM) of Channel Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 306.971M in assets, with a quarterly growth rate of 1.12% and a 2-quarter average growth rate of 5.57%. The portfolio is managed by MICHELLE ELDRIDGE, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VBVanguard Index Fds Recent Activity New Position	0.08%	$221,538 922 shares@ $240.28 avg price	New Position
XLYSelect Sector Spdr Tr Recent Activity New Position	0.07%	$213,357 951 shares@ $224.36 avg price	New Position
SAPSap Se Recent Activity New Position	0.07%	$201,646 819 shares@ $246.22 avg price	New Position
MSMorgan Stanley Recent Activity New Position	0.07%	$201,278 1,601 shares@ $125.73 avg price	New Position