test

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
4609⤦Invesco Qqq Tr
Recent Activity
Exited
0%
$4.197M↓ Put
8,600 shares@ $488.07 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$1.418M
1,493 shares@ $949.51 avg price
PFEPfizer Inc
Recent Activity
Exited
0%
$465,876
16,098 shares@ $28.94 avg price
LENLennar Corp
Recent Activity
Exited
0%
$370,461
1,976 shares@ $187.49 avg price
XYLXylem Inc
Recent Activity
Exited
0%
$231,171
1,712 shares@ $135.03 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$228,737
9,750 shares@ $23.47 avg price
DHID R Horton Inc
Recent Activity
Exited
0%
$212,960
1,116 shares@ $190.83 avg price
IDVIshares Tr
Recent Activity
Exited
0%
$212,154
7,018 shares@ $30.23 avg price
AMTAmerican Tower Corp New
Recent Activity
Exited
0%
$206,978
890 shares@ $232.56 avg price
PHOInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$200,616
2,844 shares@ $70.55 avg price