Fund HoldingsChemistry Wealth Management LLC

Total Portfolio Value
$331.21M
Total Bought
$25.27M
Total Sold
$14.09M
Net Transaction
+$11.18M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC(AAPL)0152,984+152,984029,4548.89%+29,454
SPDR SER TR
ST NUVE HIGH ETF
48,755132,249+83,4941,1613,3461.01%+2,185
BROOKFIELD CORP(BN)0199,653+199,65308,0102.42%+8,010
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
801,181823,010+21,82946,14848,00614.49%+1,858
ISHARES GOLD TR(IAU)0284,536+284,536011,1053.35%+11,105
META PLATFORMS INC(META)19,19219,670+4785,7626,9622.10%+1,201
AMAZON COM INC(AMZN)41,53642,453+9175,2806,4501.95%+1,170
DANAHER CORPORATION(DHR)04,740+4,74001,0970.33%+1,097
ALPHABET INC(GOOG)101,141102,215+1,07413,33514,4054.35%+1,070
BERKSHIRE HATHAWAY INC DEL109,822110,816+99438,47139,52411.93%+1,053
MICROSOFT CORP(MSFT)014,937+14,93705,6171.70%+5,617
JPMORGAN CHASE & CO(JPM)37,32437,174-1505,4136,3231.91%+911
AMERICAN EXPRESS CO(AXP)022,249+22,24904,1681.26%+4,168
STELLANTIS N.V(STLA)17,68747,032+29,3453381,0970.33%+758
TIDAL ETF TR80,279105,566+25,2871,6102,3040.70%+694
BANK AMERICA CORP0109,231+109,23103,6781.11%+3,678
T ROWE PRICE ETF INC
CAP APPRECIATION
022,132+22,13206120.18%+612
VANGUARD INDEX FDS029,569+29,56905,3221.61%+5,322
U HAUL HOLDING COMPANY23,91325,641+1,7281,2531,8060.55%+553
INTERCONTINENTAL EXCHANGE IN(ICE)5,2727,513+2,2415809650.29%+385
LIBERTY GLOBAL LTD(LBTYA)019,312+19,31203600.11%+360
S&P GLOBAL INC(SPGI)04,520+4,52001,9910.60%+1,991
BOOKING HOLDINGS INC(BKNG)796787-92,4552,7920.84%+337
ISHARES TR5,8238,612+2,7896049260.28%+322
MICRON TECHNOLOGY INC(MU)017,544+17,54401,4970.45%+1,497
ALPHABET INC(GOOG)30,07230,265+1933,9354,2281.28%+292
ELEVANCE HEALTH INC(ELV)5,7025,877+1752,4832,7720.84%+289
VANGUARD ADMIRAL FDS INC03,040+3,04002860.09%+286
COSTCO WHSL CORP NEW(COST)2,9632,967+41,6741,9580.59%+284
SCHWAB CHARLES CORP(SCHW)29,87827,681-2,1971,6401,9040.57%+264
BLACKROCK INC(BLK)01,582+1,58201,2840.39%+1,284
SALESFORCE INC(CRM)4,2364,256+208591,1200.34%+261
KKR & CO INC(KKR)010,804+10,80408950.27%+895
BROADCOM INC(AVGO)0205+20502290.07%+229
ROBLOX CORP(RBLX)013,569+13,56906200.19%+620
NEW YORK TIMES CO(NYT)04,567+4,56702240.07%+224
WELLS FARGO CO NEW(WFC)027,824+27,82401,3690.41%+1,369
XYLEM INC(XYL)01,892+1,89202160.07%+216
DOLLAR TREE INC(DLTR)04,031+4,03105730.17%+573
CONSOLIDATED EDISON INC(ED)02,264+2,26402060.06%+206
TEXAS INSTRS INC(TXN)01,192+1,19202030.06%+203
UNION PAC CORP(UNP)0824+82402020.06%+202
CHENIERE ENERGY INC(LNG)01,180+1,18002010.06%+201
UNITEDHEALTH GROUP INC(UNH)6,2786,394+1163,1653,3661.02%+201
FISERV INC(FISV)01,511+1,51102010.06%+201
ISHARES TR01,710+1,71002000.06%+200
INVESCO QQQ TR2,1062,322+2167559510.29%+196
DISNEY WALT CO(DIS)018,955+18,95501,7110.52%+1,711
VANGUARD MALVERN FDS0229,360+229,360010,8923.29%+10,892
VANGUARD INDEX FDS017,225+17,22502,5750.78%+2,575
INTEL CORP(INTC)11,19911,599+4003985830.18%+185
AMERIPRISE FINL INC(AMP)03,588+3,58801,3630.41%+1,363
HOME DEPOT INC(HD)4,0074,00701,2111,3890.42%+178
NORFOLK SOUTHN CORP(NSC)04,454+4,45401,0530.32%+1,053
RTX CORPORATION(RTX)09,241+9,24107770.23%+777
ISHARES TR11,61211,578-341,0951,2530.38%+158
MASTERCARD INCORPORATED(MA)04,602+4,60201,9630.59%+1,963
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,794+4,79409230.28%+923
BOEING CO(BA)1,3351,551+2162564040.12%+148
AMERICAN INTL GROUP INC19,10919,123+141,1581,2960.39%+138
SPDR S&P 500 ETF TR(SPY)2,4492,486+371,0471,1820.36%+135
VANGUARD INDEX FDS2,2072,285+788679980.30%+131
IAC INC(PPLI)12,74714,592+1,8456427640.23%+122
SELECT SECTOR SPDR TR
ST STR CARE ETF
9,80410,108+3041,2621,3790.42%+116
VANGUARD INDEX FDS06,238+6,23809050.27%+905
MARKEL GROUP INC(MKL)2,1752,332+1573,2033,3111.00%+109
BROOKFIELD ASSET MANAGMT LTD(BAM)37,41033,582-3,8281,2471,3490.41%+102
VANGUARD INDEX FDS3,6613,663+27628520.26%+90
ISHARES TR4,9745,654+6804565450.16%+89
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,1735,17307338160.25%+83
SPDR INDEX SHS FDS
ST STR NAT ETF
47,58048,207+6272,6512,7310.82%+80
NVIDIA CORPORATION(NVDA)941968+274094790.14%+70
BLACKSTONE INC(BX)2,8452,84503053720.11%+68
CARMAX INC(KMX)010,818+10,81808300.25%+830
SPDR GOLD TR(GLD)03,302+3,30206310.19%+631
BRIGHTHOUSE FINL INC(BHF)16,34216,34208008650.26%+65
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
29,48329,462-212,2162,2790.69%+64
VANGUARD INDEX FDS1,4171,442+253864480.14%+62
ISHARES TR1,4481,432-166226840.21%+62
VANGUARD INTL EQUITY INDEX F14,26114,26107408010.24%+61
THERMO FISHER SCIENTIFIC INC(TMO)443535+922242840.09%+60
WAYFAIR INC(W)023,658+23,65801,4600.44%+1,460
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,2492,340+913624180.13%+56
AMGEN INC(AMGN)2,8702,87007718270.25%+55
HONEYWELL INTL INC(HON)2,0512,052+13794300.13%+51
SELECT SECTOR SPDR TR
ST STR INDL ETF
3,9483,949+14004500.14%+50
GOLDMAN SACHS GROUP INC(GS)717727+102322800.08%+48
COCA COLA CO(KO)013,534+13,53407980.24%+798
VANGUARD WORLD FDS
INF TECH ETF
675676+12803270.10%+47
VANGUARD INDEX FDS1,9061,908+23604070.12%+47
ISHARES TR10,56411,119+5554014470.13%+46
ISHARES TR2,4362,391-454895340.16%+45
ADOBE INC(ADBE)0457+45702730.08%+273
VANGUARD WHITEHALL FDS3,0703,244+1743173620.11%+45
MCDONALDS CORP(MCD)1,3371,339+23523970.12%+45
SHELL PLC(SHEL)6,5277,032+5054204630.14%+43
BARRICK GOLD CORP11,76311,76301712130.06%+42
ISHARES TR6,4716,47104464880.15%+42
VANGUARD INDEX FDS1,6201,62003443840.12%+40
ISHARES TR2,9502,951+13614010.12%+40
Page 1 of 1