Chemistry Wealth Management LLC Top Holdings and 13F Report (2025) About Chemistry Wealth Management LLCInvestment ActivityChemistry Wealth Management LLC has $426.51 million in total holdings as of December 31, 2024.Chemistry Wealth Management LLC owns shares of 182 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 3.28% of the portfolio was purchased this quarter.About 3.56% of the portfolio was sold this quarter.This quarter, Chemistry Wealth Management LLC has purchased 181 new stocks and bought additional shares in 72 stocks.Chemistry Wealth Management LLC sold shares of 53 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury Index ETF $53,238,960Berkshire Hathaway $51,033,435Apple $32,706,701Alphabet $20,091,051American Express $15,415,535 Largest New Holdings this Quarter BLACKROCK INC $1,530,489 HoldingComcast $396,767 HoldingVanguard Short-Term Bond ETF $332,570 Holding2023 ETF SERIES TRUST II $314,617 HoldingWalmart $300,627 Holding Largest Purchases this Quarter BLACKROCK INC 1,493 shares (about $1.53M)Brookfield 23,159 shares (about $1.33M)Vanguard Short-Term Inflation-Protected Securities ETF 23,640 shares (about $1.14M)Vanguard Short-Term Treasury Index ETF 18,033 shares (about $1.05M)Amazon.com 3,977 shares (about $872.51K) Largest Sales this Quarter Apple 9,661 shares (about $2.42M)SPDR S&P Global Natural Resources ETF 18,079 shares (about $899.61K)Occidental Petroleum 10,679 shares (about $527.65K)Vanguard Small-Cap Value ETF 1,969 shares (about $390.22K)Elevance Health 1,027 shares (about $378.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChemistry Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury Index ETF$53,238,960$1,049,160 ▲2.0%915,07312.5%ETFBRK.BBerkshire Hathaway$51,033,435$48,954 ▼-0.1%112,58712.0%FinanceAAPLApple$32,706,701$2,419,315 ▼-6.9%130,6077.7%Computer and TechnologyGOOGAlphabet$20,091,051$144,544 ▲0.7%105,4984.7%Computer and TechnologyAXPAmerican Express$15,415,535$32,647 ▼-0.2%51,9413.6%FinanceIAUiShares Gold Trust$14,931,523$121,993 ▲0.8%301,5863.5%FinanceBNBrookfield$14,511,698$1,330,485 ▲10.1%252,5973.4%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$12,825,046$1,144,648 ▲9.8%264,8713.0%ManufacturingMETAMeta Platforms$11,991,787$256,452 ▲2.2%20,4812.8%Computer and TechnologyAMZNAmazon.com$11,116,930$872,514 ▲8.5%50,6722.6%Retail/WholesaleJPMJPMorgan Chase & Co.$9,180,359$40,511 ▼-0.4%38,2982.2%FinanceMSFTMicrosoft$7,481,423$526,861 ▲7.6%17,7501.8%Computer and TechnologyGVLUGotham 1000 Value ETF$5,758,615$684,460 ▲13.5%244,0131.4%ETFORCLOracle$5,733,913$40,160 ▲0.7%34,4091.3%Computer and TechnologyGOOGLAlphabet$5,399,042$21,391 ▼-0.4%28,5211.3%Computer and TechnologyVBRVanguard Small-Cap Value ETF$5,217,072$390,215 ▼-7.0%26,3251.2%ETFXOMExxon Mobil$5,091,409$19,040 ▲0.4%47,3311.2%Oils/EnergyMKLMarkel Group$4,786,836$321,079 ▲7.2%2,7731.1%Multi-Sector ConglomeratesTCAFT. Rowe Price Capital Appreciation Equity ETF$4,245,621$573,941 ▲15.6%127,6111.0%ETFBACBank of America$4,176,067$345,489 ▼-7.6%95,0191.0%FinanceBKNGBooking$3,856,755$14,910 ▼-0.4%7760.9%Retail/WholesaleUNHUnitedHealth Group$3,848,932$30,856 ▲0.8%7,6090.9%MedicalHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$3,615,498$145,192 ▲4.2%141,3410.8%ETFVTVVanguard Value ETF$3,394,872$372,637 ▲12.3%20,0520.8%ETFNKENIKE$3,003,481$116,456 ▲4.0%39,6920.7%Consumer DiscretionaryCOSTCostco Wholesale$2,712,949$5,497 ▼-0.2%2,9610.6%Retail/WholesaleSCHWCharles Schwab$2,515,941$62,464 ▲2.5%33,9950.6%FinanceSORSource Capital$2,503,564$204,405 ▼-7.5%57,5660.6%FinanceMAMastercard$2,471,506$18,428 ▲0.8%4,6940.6%Business ServicesSPGIS&P Global$2,373,539$92,631 ▲4.1%4,7660.6%Business ServicesU HAUL HOLDING COMPANY$2,311,445$34,395 ▲1.5%36,0880.5%COM SER NVCSHVanguard Short-Term Corporate Bond ETF$2,233,869$51,252 ▼-2.2%28,6360.5%ETFELVElevance Health$2,127,077$378,860 ▼-15.1%5,7660.5%MedicalAMPAmeriprise Financial$2,028,558$60,697 ▲3.1%3,8100.5%FinanceJNJJohnson & Johnson$1,868,126$45,557 ▼-2.4%12,9170.4%MedicalKKRKKR & Co. Inc.$1,796,524$296 ▲0.0%12,1460.4%FinanceWFCWells Fargo & Company$1,778,865$18,964 ▲1.1%25,3260.4%FinanceSPYSPDR S&P 500 ETF Trust$1,714,870$18,168 ▼-1.0%2,9260.4%FinanceCRMSalesforce$1,690,194$34,439 ▲2.1%5,0550.4%Computer and TechnologyHDHome Depot$1,639,204$57,571 ▲3.6%4,2140.4%Retail/WholesaleNVDANVIDIA$1,629,341$48,747 ▲3.1%12,1330.4%Computer and TechnologyABBVAbbVie$1,584,373$50,111 ▲3.3%8,9160.4%MedicalGNRSPDR S&P Global Natural Resources ETF$1,540,619$899,611 ▼-36.9%30,9610.4%ETFQQQInvesco QQQ$1,536,839$18,405 ▲1.2%3,0060.4%FinanceBLACKROCK INC$1,530,489$1,530,489 ▲New Holding1,4930.4%COMWWayfair$1,518,182$44,054 ▼-2.8%34,2550.4%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$1,468,345$130,284 ▼-8.1%10,6730.3%ETFDEDeere & Company$1,463,220$116,956 ▲8.7%3,4530.3%Industrial ProductsVOOVanguard S&P 500 ETF$1,439,992$19,933 ▼-1.4%2,6730.3%ETFDISWalt Disney$1,432,858$668 ▼0.0%12,8680.3%Consumer DiscretionarySHYiShares 1-3 Year Treasury Bond ETF$1,360,130$69,847 ▼-4.9%16,5910.3%ManufacturingPALANTIR TECHNOLOGIES INC$1,296,525$127,588 ▼-9.0%17,1430.3%CL AIJRiShares Core S&P Small-Cap ETF$1,261,0830.0%10,9450.3%ETFOXYOccidental Petroleum$1,249,832$527,652 ▼-29.7%25,2950.3%Oils/EnergyBABAAlibaba Group$1,204,696$78,685 ▼-6.1%14,2080.3%Retail/WholesaleRTXRTX$1,200,710$8,448 ▲0.7%10,3760.3%AerospaceICEIntercontinental Exchange$1,174,362$14,901 ▼-1.3%7,8810.3%FinanceXLKTechnology Select Sector SPDR Fund$1,161,838$4,883 ▲0.4%4,9970.3%ETFDHRDanaher$1,133,818$1,837 ▼-0.2%4,9390.3%Multi-Sector ConglomeratesLBRDKLiberty Broadband$1,128,652$79,470 ▼-6.6%15,0970.3%Consumer DiscretionaryVOEVanguard Mid-Cap Value ETF$1,121,066$10,192 ▼-0.9%6,9300.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,100,516$29,419 ▼-2.6%24,9890.3%ETFMUMicron Technology$1,097,110$47,214 ▼-4.1%13,0360.3%Computer and TechnologyTIPiShares TIPS Bond ETF$1,092,757$158,970 ▲17.0%10,2560.3%ETFNSCNorfolk Southern$1,081,498$13,378 ▲1.3%4,6080.3%TransportationDXJWisdomTree Japan Hedged Equity Fund$1,064,298$9,926 ▼-0.9%9,6500.2%FinancePGProcter & Gamble$1,025,180$46,607 ▲4.8%6,1150.2%Consumer StaplesBAMBrookfield Asset Management$1,007,230$57,387 ▼-5.4%18,5870.2%FinanceKMXCarMax$998,944$13,409 ▲1.4%12,2180.2%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$972,3510.0%5,5490.2%ETFVOVanguard Mid-Cap ETF$893,751$42,258 ▼-4.5%3,3840.2%ETFGLDSPDR Gold Shares$860,2880.0%3,5530.2%FinanceIVViShares Core S&P 500 ETF$834,748$2,355 ▲0.3%1,4180.2%ETFRBLXRoblox$827,051$75,160 ▼-8.3%14,2940.2%Consumer DiscretionaryKOCoca-Cola$813,5510.0%13,0670.2%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$795,0140.0%13,8480.2%ETFAMGNAmgen$771,7550.0%2,9610.2%MedicalSBUXStarbucks$769,785$42,431 ▼-5.2%8,4360.2%Retail/WholesaleBXBlackstone$763,131$2,586 ▲0.3%4,4260.2%FinanceBHFBrighthouse Financial$737,7500.0%15,3570.2%FinanceVUGVanguard Growth ETF$707,416$410 ▲0.1%1,7240.2%ETFADPAutomatic Data Processing$696,990$94,845 ▲15.8%2,3810.2%Business ServicesACGLArch Capital Group$685,514$133,907 ▲24.3%7,4230.2%FinanceBRK.ABerkshire Hathaway$680,9200.0%10.2%FinanceOEFiShares S&P 100 ETF$672,7320.0%2,3290.2%ETFTECKTeck Resources$645,359$6,363 ▼-1.0%15,9230.2%Basic MaterialsEBAYeBay$627,6770.0%10,1320.1%Retail/WholesaleKMBKimberly-Clark$613,660$4,193 ▲0.7%4,6830.1%Consumer StaplesSTLAStellantis$605,429$134,650 ▼-18.2%46,3930.1%Auto/Tires/TrucksEFAiShares MSCI EAFE ETF$602,082$125,664 ▲26.4%7,9630.1%FinanceIACIAC$588,559$378,036 ▼-39.1%13,6430.1%Multi-Sector ConglomeratesCVXChevron$585,195$15,064 ▼-2.5%4,0400.1%Oils/EnergySPLGSPDR Portfolio S&P 500 ETF$577,4410.0%8,3760.1%ETFLLYEli Lilly and Company$566,648$67,164 ▼-10.6%7340.1%MedicalAVGOBroadcom$564,530$94,591 ▲20.1%2,4350.1%Computer and TechnologyMRKMerck & Co., Inc.$562,202$27,558 ▼-4.7%5,6510.1%MedicalDLTRDollar Tree$552,008$82,884 ▲17.7%7,3660.1%Retail/WholesaleXLYConsumer Discretionary Select Sector SPDR Fund$528,3440.0%2,3550.1%FinanceSHELShell$524,747$21,551 ▲4.3%8,3760.1%Oils/EnergyPRUPrudential Financial$503,160$593 ▲0.1%4,2450.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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