Fund HoldingsChemistry Wealth Management LLC

Total Portfolio Value
$302.75M
Total Bought
$10.49M
Total Sold
$11.27M
Net Transaction
-$784.9K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TIDAL ETF TR22,78380,279+57,4964521,6100.53%+1,158
BERKSHIRE HATHAWAY INC DEL109,868109,822-4637,46538,47112.71%+1,006
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
784,507801,181+16,67445,29046,14815.24%+858
ALPHABET INC(GOOG)104,343101,141-3,20212,62213,3354.40%+713
MARKEL GROUP INC(MKL)1,8882,175+2872,6113,2031.06%+591
ALPHABET INC(GOOG)28,63930,072+1,4333,4283,9351.30%+507
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,948+3,94804000.13%+400
AMAZON COM INC(AMZN)37,85341,536+3,6834,9355,2801.74%+346
STELLANTIS N.V(STLA)017,687+17,68703380.11%+338
BLACKSTONE INC(BX)02,845+2,84503050.10%+305
OCCIDENTAL PETE CORP(OXY)17,09920,044+2,9451,0051,3000.43%+295
ELI LILLY & CO(LLY)0526+52602830.09%+283
VISA INC(V)0884+88402030.07%+203
EXXON MOBIL CORP47,55245,078-2,4745,1005,3001.75%+200
SHELL PLC(SHEL)06,527+6,52704200.14%+420
BOOKING HOLDINGS INC(BKNG)842796-462,2742,4550.81%+181
ABBVIE INC(ABBV)22,57921,346-1,2333,0423,1821.05%+140
AMGEN INC(AMGN)2,8702,87006377710.25%+134
NVIDIA CORPORATION(NVDA)0941+94104090.14%+409
SPDR INDEX SHS FDS
ST STR NAT ETF
47,02847,580+5522,5352,6510.88%+116
INVESCO QQQ TR1,7352,106+3716417550.25%+114
COSTCO WHSL CORP NEW(COST)2,9392,963+241,5821,6740.55%+92
ISHARES TR1,2021,448+2465366220.21%+86
VANGUARD INDEX FDS1,9292,207+2787868670.29%+81
ELEVANCE HEALTH INC(ELV)5,4285,702+2742,4122,4830.82%+71
AMERICAN INTL GROUP INC19,10119,109+81,0991,1580.38%+59
LIBERTY BROADBAND CORP(LBRDA)12,46811,499-9699991,0500.35%+51
WISDOMTREE TR(WT)9,8939,89308248730.29%+49
ISHARES TR10,65810,65804575060.17%+49
LIBERTY GLOBAL PLC(LBTYA)23,48224,912+1,4304174620.15%+45
DIAMONDBACK ENERGY INC(FANG)01,753+1,75302720.09%+272
AUTOMATIC DATA PROCESSING IN1,9321,93204254650.15%+40
PEPSICO INC(PEP)02,164+2,16403670.12%+367
VANGUARD WORLD FDS
ENERGY ETF
02,699+2,69903420.11%+342
U HAUL HOLDING COMPANY24,06223,913-1491,2191,2530.41%+34
GOLDMAN SACHS GROUP INC(GS)0717+71702320.08%+232
SELECT SECTOR SPDR TR
ST STR CARE ETF
9,3089,804+4961,2351,2620.42%+27
BRIGHTHOUSE FINL INC(BHF)16,34216,34207748000.26%+26
PRUDENTIAL FINL INC(PFH)03,042+3,04202890.10%+289
AMERICAN RES CORP010,000+10,0000170.01%+17
BERKSHIRE HATHAWAY INC DEL1105185310.18%+14
LEXICON PHARMACEUTICALS INC(LXRX)012,000+12,0000130.00%+13
META PLATFORMS INC(META)20,03719,192-8455,7505,7621.90%+11
PALANTIR TECHNOLOGIES INC(PLTR)017,261+17,26102760.09%+276
CHEVRON CORP NEW(CVX)3,5753,390-1855635720.19%+9
TECK RESOURCES LTD(TECK)15,62615,338-2886586610.22%+3
ISHARES TR0816+81602040.07%+204
INTERCONTINENTAL EXCHANGE IN(ICE)5,1165,272+1565795800.19%+2
IAC INC(PPLI)10,23612,747+2,5116436420.21%-0
UNITEDHEALTH GROUP INC(UNH)6,5896,278-3113,1673,1651.05%-2
INTEL CORP(INTC)011,199+11,19903980.13%+398
EBAY INC.(EBAY)10,12310,098-254524450.15%-7
VANGUARD WHITEHALL FDS03,070+3,07003170.10%+317
ISHARES TR02,321+2,32102440.08%+244
ISHARES TR013,406+13,40604040.13%+404
ISHARES TR02,149+2,14902170.07%+217
VANGUARD INDEX FDS01,620+1,62003440.11%+344
VANGUARD WORLD FDS
HEALTH CAR ETF
01,407+1,40703310.11%+331
ISHARES TR02,950+2,95003610.12%+361
BROOKFIELD ASSET MANAGMT LTD(BAM)38,65837,410-1,2481,2611,2470.41%-14
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
29,47629,483+72,2302,2160.73%-14
ISHARES TR03,490+3,49003580.12%+358
VANECK ETF TRUST
HIGH YLD MUNIETF
06,445+6,44503160.10%+316
ISHARES TR2,4362,43605044890.16%-16
SPDR SER TR
ST STR P500ETF
8,6208,62004494330.14%-16
ISHARES TR10,55410,564+104184010.13%-17
ISHARES TR01,012+1,01202690.09%+269
VANGUARD INDEX FDS01,417+1,41703860.13%+386
SELECT SECTOR SPDR TR
ST STR MATER ETF
03,992+3,99203140.10%+314
ANGI INC020,974+20,9740420.01%+42
VANGUARD WORLD FDS
INF TECH ETF
0675+67502800.09%+280
VANGUARD INDEX FDS01,906+1,90603600.12%+360
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,249+2,24903620.12%+362
JPMORGAN CHASE & CO(JPM)37,36537,324-415,4345,4131.79%-22
AMBEV SA(ABEV)036,618+36,6180940.03%+94
INVESCO VALUE MUN INCOME TR016,055+16,05501670.06%+167
ISHARES TR6,4716,47104694460.15%-23
ISHARES TR4,9744,97404804560.15%-25
BOEING CO(BA)01,335+1,33502560.08%+256
SPDR DOW JONES INDL AVERAGE(DIA)0921+92103080.10%+308
BARRICK GOLD CORP011,763+11,76301710.06%+171
ISHARES TR20,31219,977-3351,6471,6180.53%-29
VULCAN MATLS CO(VMC)01,314+1,31402650.09%+265
ISHARES TR5,9035,823-806356040.20%-31
DIAGEO PLC(DEO)01,344+1,34402000.07%+200
HOME DEPOT INC(HD)4,0124,007-51,2461,2110.40%-36
SALESFORCE INC(CRM)4,2364,23608958590.28%-36
VANGUARD INTL EQUITY INDEX F14,26114,26107767400.24%-36
THERMO FISHER SCIENTIFIC INC(TMO)0443+44302240.07%+224
VANGUARD WORLD FDS
UTILITIES ETF
02,742+2,74203500.12%+350
ISHARES TR03,185+3,18503600.12%+360
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,1735,17307747330.24%-41
SPDR S&P 500 ETF TR(SPY)2,4562,449-71,0891,0470.35%-42
VANGUARD INDEX FDS3,6593,661+28067620.25%-43
MCDONALDS CORP(MCD)01,337+1,33703520.12%+352
WARNER BROS DISCOVERY INC(WBD)030,724+30,72403340.11%+334
HONEYWELL INTL INC(HON)2,0562,051-54273790.13%-48
SPDR SER TR
ST NUVE HIGH ETF
48,39748,755+3581,2101,1610.38%-49
ISHARES TR11,51911,612+931,1481,0950.36%-53
SCHWAB CHARLES CORP(SCHW)29,91229,878-341,6951,6400.54%-55
Page 1 of 1