Chemistry Wealth Management LLC Portfolio Holdings

Chemistry Wealth Management LLC

  • $398 Million
  • Q3 2024

Chemistry Wealth Management LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $398 Million distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $52.9M, Berkshire Hathaway Inc Class B with a value of $51.9M, Apple Inc. with a value of $32.7M, Alphabet Inc. with a value of $17.5M, and Ishares Gold Trust with a value of $14.9M.

Examining the 13F form we can see an increase of $26.4M in the current position value, from $371M to 398M.

Chemistry Wealth Management LLC is based out at New York, NY

Below you can find more details about Chemistry Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $398 Million
ETFs: $131 Million
Financial Services: $105 Million
Technology: $51.9 Million
Communication Services: $38.9 Million
Consumer Cyclical: $25.7 Million
Healthcare: $16.4 Million
Energy: $9.32 Million
Consumer Defensive: $6.34 Million
Other: $8.45 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.77 Million 0.7% of portfolio
62,266
Q3 2024 Reduced 21.07%
$0
$123,000 0.03% of portfolio
11,425
Q2 2024 Reduced 10.71%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $398 Million
  • Prior Value $371 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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