Chemistry Wealth Management LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $403 Million distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $58.7M, Vanguard with a value of $55.7M, Apple Inc. with a value of $22.9M, Ishares Gold Trust with a value of $19.4M, and Alphabet Inc. with a value of $16.4M.

Examining the 13F form we can see an increase of $812K in the current position value, from $402M to 403M.

Chemistry Wealth Management LLC is based out at New York, NY

Below you can find more details about Chemistry Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $403 Million
ETFs: $137 Million
Financial Services: $111 Million
Technology: $41.1 Million
Communication Services: $38.5 Million
Consumer Cyclical: $27.2 Million
Healthcare: $16 Million
Energy: $9.86 Million
Consumer Defensive: $7.11 Million
Other: $8.72 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $403 Million
  • Prior Value $402 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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