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  Name: CHANNEL WEALTH LLC
  City: SANTA BARBARA
  State: CA
  Zip: 93105
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $248,750,000
  Total Value Change : $36,895,000
  Securities Held Change : 5
   
All Securities Held : 178
  New Positions : 19
  Closed Positions : 15
  Increased Positions : 67
  Unchanged Positions : 19
  Decreased Positions : 73

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Holdings Found : 15     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (XLC)1 Year Chart         XLC Communication Services Sele... 183 Closed $81.79 $0 0 0% -796,000 -10,960 0    N/A
   (DXCM)1 Year Chart         DXCM DexCom Inc 189 Closed $127.05 $0 0 0% -2,192,000 -17,663 0    Medical Instruments &...
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 182 Closed $92.50 $0 0 0% -461,000 -4,780 0    Closed - End Fund - E...
   (CNI)1 Year Chart         CNI Canadian National Railway (... 188 Closed $127.42 $0 0 0% -1,125,000 -8,958 0    Railroads
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 181 Closed $336.67 $0 0 0% -3,429,000 -11,312 0    Closed - End Fund - E...
   (FTSM)1 Year Chart         FTSM First Trust Enhanced Short ... 187 Closed $59.69 $0 0 0% -251,000 -4,200 0    N/A
   (LIT)1 Year Chart         LIT Global X Lithium ETF 193 Closed $44.94 $0 0 0% -217,000 -4,254 0    Closed - End Fund - E...
   (RMD)1 Year Chart         RMD ResMed Inc 180 Closed $213.82 $0 0 0% -565,000 -3,283 0    Medical Appliances & ...
   (AON)1 Year Chart         AON Aon Plc 186 Closed $293.10 $0 0 0% -214,000 -736 0    Life & Health Insurance
   (FDD)1 Year Chart         FDD First Trust Dow Jones STOXX... 192 Closed $12.42 $0 0 0% -271,000 -22,430 0    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 179 Closed $71.38 $0 0 0% -255,000 -3,466 0    Closed - End Fund - E...
   (HTGC)1 Year Chart         HTGC Hercules Technology Growth ... 185 Closed $19.90 $0 0 0% -203,000 -12,206 0    Asset Management
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 191 Closed $468.88 $0 0 0% -208,000 -459 0    Aerospace/Defense - M...
   (BLUE)1 Year Chart         BLUE Bluebird Bio, Inc. 184 Closed $1.06 $0 0 0% -17,000 -12,500 0    Biotechnology
   (DHR)1 Year Chart         DHR Danaher Corp 190 Closed $253.38 $0 0 0% -506,000 -2,186 0    General Building Mate...
      15 Records Found
  1    
Page 1 of 1
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