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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
BLKBlackrock Inc
Recent Activity
New Position
0.36%
$1.53M
1,493 shares@ $1025.11 avg price
CMCSAComcast Corp New
Recent Activity
New Position
0.1%
$396,767
10,572 shares@ $37.53 avg price
BSVVanguard Bd Index Fds
Recent Activity
New Position
0.08%
$332,570
4,304 shares@ $77.27 avg price
QLTY2023 Etf Series Trust Ii
Recent Activity
New Position
0.08%
$314,617
9,841 shares@ $31.98 avg price
WMTWalmart Inc
Recent Activity
New Position
0.08%
$300,627
3,327 shares@ $90.36 avg price
ABTAbbott Labs
Recent Activity
New Position
0.07%
$267,279
2,363 shares@ $113.12 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
New Position
0.07%
$267,204
1,353 shares@ $197.5 avg price
CSCOCisco Sys Inc
Recent Activity
New Position
0.05%
$209,509
3,539 shares@ $59.21 avg price
IBKRInteractive Brokers Group In
Recent Activity
New Position
0.05%
$207,941
1,177 shares@ $176.68 avg price
BKBank New York Mellon Corp
Recent Activity
New Position
0.05%
$204,752
2,665 shares@ $76.84 avg price