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Home > Institutional Investor > Chemistry Wealth Management Llc > Profile

Instuitional Investor - Chemistry Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Chemistry Wealth Management Llc
Portfolio Value $426,506,837
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 915,073 $53,238,960 12.48%
2.
Berkshire Hathaway Inc
 BRK.A 112,587 $51,033,435 11.96%
3.
Apple Inc.
 AAPL 130,607 $32,706,701 7.66%
4.
Alphabet Inc.
 GOOGL 105,498 $20,091,051 4.71%
5.
American Express Co
 AXP 51,941 $15,415,535 3.61%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)