CW

Chemistry Wealth Management LLC

13F
Chemistry Wealth Management LLC
Last update 2024-10-07 181 Stocks (14 new)
Value $422.00 Mil Turnover 3 %
Countries:
Top Holdings: VGSH(12.54%)BRK.B(12.28%)AAPL(7.74%)GOOG(4.15%)IAU(3.52%)
Summary Stock Picks Current Portfolio
Chemistry Wealth Management LL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VGSH 		Vanguard Short-Term Government Bond ETF
897,040
52,943.3
+2.51%
12.540
+0.31%
0.270
-0.22%
+3.79%
19,329.3
 
BRK.B 		Berkshire Hathaway Inc
112,695
51,869.0
-0.21%
12.280
-0.02%
0.010
+2.30%
+28.39%
986,915.5
Insurance
AAPL 		Apple Inc
140,268
32,682.4
-6.14%
7.740
-0.50%
0.000
+11.64%
+29.51%
3,750,689.2
Hardware
GOOG 		Alphabet Inc
104,739
17,511.3
+0.50%
4.150
+0.02%
0.000
+20.98%
+36.29%
2,332,219.7
Interactive Media
IAU 		iShares Gold Trust
299,122
14,866.4
+0.43%
3.520
+0.02%
0.050
+2.42%
+28.06%
33,402.2
 
AXP 		American Express Co
52,051
14,116.3
-0.05%
3.340
0%
0.010
+16.96%
+63.21%
212,841.0
Credit Services
BN 		Brookfield Corp
229,438
12,194.6
+2.64%
2.890
+0.07%
0.020
+18.86%
+47.06%
88,643.0
Asset Management
VTIP 		Vanguard Short-Term Inflation-Protected Securities
241,231
11,895.1
+2.35%
2.820
+0.06%
0.110
+0.30%
+4.89%
11,665.8
 
META 		Meta Platforms Inc
20,043
11,473.4
+0.23%
2.720
+0.01%
0.000
+18.36%
+75.79%
1,566,066.5
Interactive Media
AMZN 		Amazon.com Inc
46,695
8,700.7
+1.09%
2.060
+0.02%
0.000
+21.97%
+49.70%
2,391,744.4
Retail - Cyclical

Chemistry Wealth Management LLC's Historical Top Holdings Breakdowns

Chemistry Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGSH 		Vanguard Short-Term Government Bond ETF2023-03-31Add
+3.56%
●
57.18 ($57.8) 58.63
$58.26
0.80%
Add 29.09%
776,661
175,011
VGSH 		Vanguard Short-Term Government Bond ETF2022-12-31Reduce
-2.11%
●
57.15 ($57.57) 58.01
$58.26
1.20%
Reduce -13.33%
601,650
-92,516
AXP 		American Express Co2024-03-31Add
+1.74%
●
179.79 ($207.36) 229.12
$302.14
45.71%
Add 127.19%
50,547
28,298
SOR 		Source Capital Inc2023-03-31Reduce
-0.82%
●
35.1 ($38.06) 39.62
$45.18
18.71%
Reduce -18.15%
244,435
-54,189
NKE 		Nike Inc2024-09-30New Buy
+0.80%
●
71.09 ($78.43) 89.44
$77.25
-1.50%
New holding
38,153
38,153
VTIP 		Vanguard Short-Term Inflation-Protected Securities2023-03-31Add
+0.65%
●
46.59 ($47.05) 47.8
$49.02
4.19%
Add 20.84%
226,782
39,111
HYMB 		SPDR Nuveen Bloomberg High Yield Municipal Bond ETF2023-12-31Add
+0.64%
●
23.09 ($24.16) 25.41
$25.86
7.04%
Add 171.25%
132,249
83,494
SOR 		Source Capital Inc2023-06-30Reduce
-0.64%
●
36.5 ($37.45) 38.44
$45.18
20.64%
Reduce -19.91%
195,769
-48,666
VTIP 		Vanguard Short-Term Inflation-Protected Securities2022-12-31Reduce
-0.59%
●
46.34 ($46.63) 47.1
$49.02
5.13%
Reduce -14.23%
187,671
-31,145
BRK.B 		Berkshire Hathaway Inc2023-06-30Add
+0.54%
●
308.77 ($326.09) 341
$457.90
40.42%
Add 4.64%
109,868
4,875

Chemistry Wealth Management LLC Total Holding History ($B)

To

Chemistry Wealth Management LLC's Asset Allocation

To

Chemistry Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Chemistry Wealth Management LLC's Hypothetical Growth since 2024-09-30

Chemistry Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Chemistry Wealth Management LLC's Holdings Heat Map

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Chemistry Wealth Management LLC's Holdings Bubble Chart

Chemistry Wealth Management LLC News

  • 1

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