Chemistry Wealth Management LLC Portfolio Holdings

Chemistry Wealth Management LLC

  • $402 Million
  • Q4 2024

Chemistry Wealth Management LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $402 Million distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $53.2M, Berkshire Hathaway Inc Class B with a value of $51M, Apple Inc. with a value of $32.7M, Alphabet Inc. with a value of $20.1M, and American Express CO with a value of $15.4M.

Examining the 13F form we can see an increase of $4.36M in the current position value, from $398M to 402M.

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 $402 Million
ETFs: $129 Million
Financial Services: $107 Million
Technology: $53.6 Million
Communication Services: $42.8 Million
Consumer Cyclical: $27.1 Million
Healthcare: $13 Million
Energy: $8.32 Million
Consumer Defensive: $6.7 Million
Other: $7.91 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.5 Million 0.62% of portfolio
57,566
Q4 2024 Reduced 7.55%
$0
$115,000 0.03% of portfolio
11,425
Q2 2024 Reduced 10.71%
$49.2M
$10,000 0.0% of portfolio
10,000
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $402 Million
  • Prior Value $398 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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