Chemistry Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Chemistry Wealth Management LLC | Institutional Filer | ▲ 6.37% | $568.5M | 204 |
Current Portfolio Holdings
Showing all 204 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | — | 1.1M | $62.1M | 10.92% |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 112K | $53.7M | 9.44% |
| 3 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 892K | $47.1M | 8.29% |
| 4 | GOOG | Alphabet Inc. | Technology | 106K | $30.5M | 5.37% |
| 5 | IAU | ISHARES GOLD TR | — | 346K | $30.5M | 5.36% |
| 6 | AAPL | Apple Inc. | Technology | 92K | $23.2M | 4.09% |
| 7 | VTIP | VANGUARD MALVERN FDS | — | 367K | $18.3M | 3.22% |
| 8 | BN | Brookfield Corporation | Financial Services | 442K | $17.9M | 3.14% |
| 9 | AXP | American Express Company | Financial Services | 54K | $16.3M | 2.86% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 63K | $13.1M | 2.31% |
| 11 | META | Meta Platforms, Inc. | Technology | 21K | $12.0M | 2.11% |
| 12 | JPM | JPMorgan Chase & Co. | Financial Services | 37K | $11.0M | 1.93% |
| 13 | XOM | Exxon Mobil Corporation | Energy | 48K | $8.2M | 1.44% |
| 14 | GVLU | TIDAL TRUST I | — | 301K | $7.6M | 1.34% |
| 15 | GOOGL | Alphabet Inc. | Technology | 25K | $7.3M | 1.29% |
Showing 1 to 15 of 204 holdings