Chemistry Wealth Management LLC Top Holdings and 13F Report (2025) About Chemistry Wealth Management LLCInvestment ActivityChemistry Wealth Management LLC has $429.90 million in total holdings as of March 31, 2025.Chemistry Wealth Management LLC owns shares of 185 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 4.17% of the portfolio was purchased this quarter.About 3.07% of the portfolio was sold this quarter.This quarter, Chemistry Wealth Management LLC has purchased 182 new stocks and bought additional shares in 66 stocks.Chemistry Wealth Management LLC sold shares of 56 stocks and completely divested from 11 stocks this quarter.Largest Holdings Berkshire Hathaway $59,493,979Vanguard Short-Term Treasury Index ETF $55,713,918Apple $22,920,559iShares Gold Trust $19,415,941Alphabet $16,409,590 Largest New Holdings this Quarter 836144303 - SOURCE CAPITAL $2,190,339 Holding539830109 - Lockheed Martin $329,146 Holding526057104 - Lennar $318,635 Holding714046109 - Revvity $296,981 Holding552953101 - MGM Resorts International $246,012 Holding Largest Purchases this Quarter SOURCE CAPITAL 52,768 shares (about $2.19M)Vanguard Short-Term Treasury Index ETF 34,218 shares (about $2.01M)iShares Gold Trust 27,721 shares (about $1.63M)Vanguard Short-Term Inflation-Protected Securities ETF 18,705 shares (about $933.38K)Occidental Petroleum 16,459 shares (about $812.42K) Largest Sales this Quarter Apple 27,422 shares (about $6.09M)Berkshire Hathaway 878 shares (about $467.61K)Vanguard Value ETF 2,640 shares (about $456.03K)iShares 7-10 Year Treasury Bond ETF 2,253 shares (about $214.87K)Bank of America 4,960 shares (about $206.98K) 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 PortfolioSectorBRK.BBerkshire Hathaway$59,493,979$467,605 ▼-0.8%111,70913.8%FinanceVGSHVanguard Short-Term Treasury Index ETF$55,713,918$2,008,255 ▲3.7%949,29113.0%ETFAAPLApple$22,920,559$6,091,269 ▼-21.0%103,1855.3%Computer and TechnologyIAUiShares Gold Trust$19,415,941$1,634,430 ▲9.2%329,3074.5%FinanceGOOGAlphabet$16,409,590$72,334 ▼-0.4%105,0353.8%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$14,150,434$933,379 ▲7.1%283,5763.3%ManufacturingAXPAmerican Express$13,971,891$2,960 ▼0.0%51,9303.3%FinanceBNBrookfield$13,885,925$647,316 ▲4.9%264,9483.2%FinanceMETAMeta Platforms$11,889,062$84,724 ▲0.7%20,6282.8%Computer and TechnologyAMZNAmazon.com$10,185,759$544,905 ▲5.7%53,5362.4%Retail/WholesaleJPMJPMorgan Chase & Co.$9,386,209$8,340 ▼-0.1%38,2642.2%FinanceMSFTMicrosoft$6,667,089$3,754 ▲0.1%17,7601.6%Computer and TechnologyGVLUGotham 1000 Value ETF$6,103,785$475,985 ▲8.5%264,6511.4%ETFXOMExxon Mobil$5,627,374$1,665 ▼0.0%47,3171.3%EnergyMKLMarkel Group$5,139,558$44,871 ▼-0.9%2,7491.2%Multi-Sector ConglomeratesVBRVanguard Small-Cap Value ETF$4,941,887$37,817 ▲0.8%26,5281.1%ETFORCLOracle$4,789,452$21,251 ▼-0.4%34,2571.1%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$4,600,774$481,489 ▲11.7%142,5271.1%ETFGOOGLAlphabet$4,387,428$23,041 ▼-0.5%28,3721.0%Computer and TechnologyUNHUnitedHealth Group$4,298,451$313,205 ▲7.9%8,2071.0%MedicalBACBank of America$3,758,163$206,981 ▼-5.2%90,0590.9%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$3,588,114$23,505 ▲0.7%142,2730.8%ETFBKNGBooking$3,502,718$73,741 ▼-2.1%7600.8%Retail/WholesaleELVElevance Health$3,190,188$682,058 ▲27.2%7,3340.7%MedicalVTVVanguard Value ETF$3,007,698$456,026 ▼-13.2%17,4120.7%ETFCOSTCostco Wholesale$2,779,544$20,806 ▼-0.7%2,9390.6%Retail/WholesaleSCHWCharles Schwab$2,631,910$29,198 ▼-1.1%33,6220.6%FinanceNKENIKE$2,587,180$67,542 ▲2.7%40,7560.6%Consumer DiscretionaryMAMastercard$2,572,6760.0%4,6940.6%Business ServicesSPGIS&P Global$2,421,5620.0%4,7660.6%Business ServicesVCSHVanguard Short-Term Corporate Bond ETF$2,260,987$474 ▲0.0%28,6420.5%ETFU HAUL HOLDING COMPANY$2,201,459$65,750 ▲3.1%37,1990.5%COM SER NSOURCE CAPITAL$2,190,339$2,190,339 ▲New Holding52,7680.5%COM SHS OF BEN IJNJJohnson & Johnson$2,141,897$332 ▼0.0%12,9150.5%MedicalOXYOccidental Petroleum$2,060,978$812,416 ▲65.1%41,7540.5%EnergyBABAAlibaba Group$2,051,681$172,957 ▲9.2%15,5160.5%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$2,017,170$458,773 ▲29.4%13,8150.5%ETFABBVAbbVie$1,963,202$95,122 ▲5.1%9,3700.5%MedicalAMPAmeriprise Financial$1,844,4590.0%3,8100.4%FinanceWFCWells Fargo & Company$1,808,878$9,261 ▼-0.5%25,1970.4%FinanceGNRSPDR S&P Global Natural Resources ETF$1,792,874$144,201 ▲8.7%33,6690.4%ETFSPYSPDR S&P 500 ETF Trust$1,710,615$73,839 ▲4.5%3,0580.4%FinanceDEDeere & Company$1,634,141$13,610 ▲0.8%3,4820.4%IndustrialsHDHome Depot$1,544,3890.0%4,2140.4%Retail/WholesaleBLACKROCK INC$1,422,559$9,465 ▲0.7%1,5030.3%COMQQQInvesco QQQ$1,405,897$3,752 ▼-0.3%2,9980.3%FinanceKKRKKR & Co. Inc.$1,404,517$347 ▲0.0%12,1490.3%FinancePALANTIR TECHNOLOGIES INC$1,401,124$45,745 ▼-3.2%16,6010.3%CL AVOOVanguard S&P 500 ETF$1,374,410$514 ▲0.0%2,6740.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,372,5730.0%16,5910.3%ManufacturingRTXRTX$1,370,362$4,106 ▼-0.3%10,3450.3%AerospaceCRMSalesforce$1,344,802$11,808 ▼-0.9%5,0110.3%Computer and TechnologyICEIntercontinental Exchange$1,343,321$16,216 ▼-1.2%7,7870.3%FinanceDISWalt Disney$1,284,082$14,015 ▲1.1%13,0100.3%Consumer DiscretionaryNVDANVIDIA$1,282,135$32,839 ▼-2.5%11,8300.3%Computer and TechnologyWWayfair$1,274,185$176,998 ▲16.1%39,7810.3%Retail/WholesaleDHRDanaher$1,271,139$258,697 ▲25.6%6,2010.3%MedicalLBRDKLiberty Broadband$1,201,416$82,584 ▼-6.4%14,1260.3%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$1,144,5190.0%10,9450.3%ETFTIPiShares TIPS Bond ETF$1,139,3180.0%10,2560.3%ETFMUMicron Technology$1,132,6980.0%13,0360.3%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$1,132,289$19,746 ▲1.8%7,0530.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,099,592$31,410 ▼-2.8%24,2950.3%ETFIACIAC$1,096,634$469,874 ▲75.0%23,8710.3%Multi-Sector ConglomeratesNSCNorfolk Southern$1,091,4050.0%4,6080.3%TransportationDXJWisdomTree Japan Hedged Equity Fund$1,056,185$7,052 ▼-0.7%9,5860.2%FinancePGProcter & Gamble$1,048,765$6,646 ▲0.6%6,1540.2%Consumer StaplesGLDSPDR Gold Shares$1,031,829$8,068 ▲0.8%3,5810.2%FinanceXLKTechnology Select Sector SPDR Fund$1,021,627$10,117 ▼-1.0%4,9480.2%ETFRSPInvesco S&P 500 Equal Weight ETF$996,939$35,685 ▲3.7%5,7550.2%ETFAMGNAmgen$927,484$4,985 ▲0.5%2,9770.2%MedicalKMXCarMax$891,639$60,388 ▼-6.3%11,4430.2%Retail/WholesaleBHFBrighthouse Financial$870,952$19,601 ▼-2.2%15,0190.2%FinanceVOVanguard Mid-Cap ETF$859,582$15,516 ▼-1.8%3,3240.2%ETFBAMBrookfield Asset Management$854,174$46,367 ▼-5.1%17,6300.2%FinanceKOCoca-Cola$847,909$87,949 ▼-9.4%11,8390.2%Consumer StaplesACGLArch Capital Group$844,364$130,420 ▲18.3%8,7790.2%FinanceVEUVanguard FTSE All-World ex-US ETF$840,0200.0%13,8480.2%ETFSBUXStarbucks$830,724$3,237 ▲0.4%8,4690.2%Retail/WholesaleDLTRDollar Tree$811,056$258,091 ▲46.7%10,8040.2%Retail/WholesaleRBLXRoblox$800,497$32,701 ▼-3.9%13,7330.2%Consumer DiscretionaryBRK.ABerkshire Hathaway$798,4420.0%10.2%FinanceABNBAirbnb$734,321$279,537 ▲61.5%6,1470.2%Consumer DiscretionaryADPAutomatic Data Processing$727,4670.0%2,3810.2%Business ServicesCMCSAComcast$707,980$317,864 ▲81.5%19,1860.2%Consumer DiscretionarySTLAStellantis$697,699$177,634 ▲34.2%62,2390.2%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$678,213$118,561 ▼-14.9%1,2070.2%ETFEFAiShares MSCI EAFE ETF$669,859$19,043 ▲2.9%8,1960.2%FinanceKMBKimberly-Clark$666,0160.0%4,6830.2%Consumer StaplesCVXChevron$661,212$14,723 ▼-2.2%3,9520.2%EnergyVUGVanguard Growth ETF$658,813$19,649 ▲3.1%1,7770.2%ETFEBAYeBay$646,347$39,893 ▼-5.8%9,5430.2%Retail/WholesaleBXBlackstone$619,365$699 ▲0.1%4,4310.1%FinanceSHELShell$615,290$1,466 ▲0.2%8,3960.1%EnergyOEFiShares S&P 100 ETF$593,389$37,375 ▼-5.9%2,1910.1%ETFSPLGSPDR Portfolio S&P 500 ETF$592,103$41,297 ▲7.5%9,0040.1%ETFTECKTeck Resources$571,477$8,597 ▼-1.5%15,6870.1%Basic MaterialsIYEiShares U.S. Energy ETF$525,4390.0%10,6580.1%ETFLLYEli Lilly and Company$517,020$89,198 ▼-14.7%6260.1%MedicalTMOThermo Fisher Scientific$509,045$221,930 ▲77.3%1,0230.1%MedicalShowing 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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