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Cheung Chan

@Chemistry Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$426.507MTotal holdings182
Assets growth rate1.02%Assets growth rate (2-Q avg)5.04%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Chemistry Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 182 positions.

Assets under management

The assets under management (AUM) of Chemistry Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 426.507M in assets, with a quarterly growth rate of 1.02% and a 2-quarter average growth rate of 5.04%. The portfolio is managed by Cheung Chan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 2.02%
12.49%
$53.239M
915,073 shares@ $58.19 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.09%
11.97%
$51.033M
112,587 shares@ $453.28 avg price
AAPLApple Inc
Recent Activity
Decreased -6.88%
7.67%
$32.707M
130,607 shares@ $250.43 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.73%
4.72%
$20.091M
105,498 shares@ $190.45 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.21%
3.62%
$15.416M
51,941 shares@ $296.79 avg price
IAUIshares Gold Tr
Recent Activity
Increased 0.83%
3.51%
$14.932M
301,586 shares@ $49.52 avg price
BNBrookfield Corp
Recent Activity
Increased 10.1%
3.41%
$14.512M
252,597 shares@ $57.46 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 9.8%
3.01%
$12.825M
264,871 shares@ $48.42 avg price
METAMeta Platforms Inc
Recent Activity
Increased 2.19%
2.82%
$11.992M
20,481 shares@ $585.51 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 8.52%
2.61%
$11.117M
50,672 shares@ $219.39 avg price