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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
OLPXOlaplex Hldgs Inc
| 0.01% | $25,197 14,565 shares@ $1.73 avg price | New Position |