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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 $429,902,411
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 111,709 $59,493,979 13.84%
2.
Vanguard Scottsdale Funds
 949,291 $55,713,918 12.96%
3.
Apple Inc.
 AAPL 103,185 $22,920,559 5.33%
4.
Ishares Trust
 IAU 329,307 $19,415,941 4.52%
5.
Alphabet Inc.
 GOOGL 105,035 $16,409,590 3.82%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)