Chemistry Wealth Management LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 12, 2024
Value $
$387M
Signature - Title
Cheung Chan - Chief Compliance Officer
Location
111 Broadway, Room 602, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 168 $387M +$13.8M -$6.04M +$7.78M VGSH, BRKB, AAPL, GOOG, IAU 13F-HR 7/12/2024, 12:40 PM
Q1 2024 165 $371M +$21.2M -$4.47M +$16.7M VGSH, BRKB, AAPL, GOOG, IAU 13F-HR 4/15/2024, 11:39 AM
Q4 2023 153 $331M +$12.6M -$7.23M +$5.33M VGSH, BRKB, AAPL, GOOG, IAU 13F-HR 1/11/2024, 08:22 PM
Q3 2023 146 $303M +$7.15M -$7.34M -$191K VGSH, BRKB, AAPL, GOOG, VTIP 13F-HR 10/11/2023, 05:25 PM
Q2 2023 144 $308M +$8.94M -$5.23M +$3.71M VGSH, BRKB, AAPL, GOOG, VTIP 13F-HR 7/13/2023, 01:39 PM
Q1 2023 141 $287M +$25.9M -$5.8M +$20.1M VGSH, BRKB, AAPL, VTIP, GOOG 13F-HR 4/10/2023, 02:51 PM
Q4 2022 138 $257M +$12M -$23.8M -$11.8M VGSH, BRKB, AAPL, SOR, IAU 13F-HR 1/17/2023, 08:24 PM
Q3 2022 130 $253M +$21.3M -$3.4M +$17.9M VGSH, BRKB, AAPL, SOR, VTIP 13F-HR 10/21/2022, 04:46 PM
Q2 2022 132 $260M +$17.6M -$5.21M +$12.4M VGSH, BRKB, AAPL, SOR, GOOG 13F-HR 8/9/2022, 04:49 PM
Q1 2022 138 $291M +$259M -$85.3M +$173M VGSH, BRKB, AAPL, SOR, GOOG 13F-HR 5/5/2022, 02:03 PM
Q4 2021 85 $119M $0 $0 FVD, CSL, SPY, IWF, JPM 13F-HR 2/11/2022, 09:25 AM