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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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.43%
2.16%
$9.18M
38,298 shares@ $239.71 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 7.58%
1.76%
$7.481M
17,750 shares@ $421.49 avg price
GVLUTidal Etf Tr
Recent Activity
Increased 13.49%
1.36%
$5.759M
244,013 shares@ $23.6 avg price
ORCLOracle Corp
Recent Activity
Increased 0.71%
1.35%
$5.734M
34,409 shares@ $166.64 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.39%
1.27%
$5.399M
28,521 shares@ $189.31 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -6.95%
1.23%
$5.217M
26,325 shares@ $198.18 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.38%
1.2%
$5.091M
47,331 shares@ $107.58 avg price
MKLMarkel Group Inc
Recent Activity
Increased 7.19%
1.13%
$4.787M
2,773 shares@ $1726.24 avg price
TCAFT Rowe Price Etf Inc
Recent Activity
Increased 15.64%
1%
$4.246M
127,611 shares@ $33.28 avg price
BACBank America Corp
Recent Activity
Decreased -7.64%
0.98%
$4.176M
95,019 shares@ $43.95 avg price