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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
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
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.81%
0.91%
$3.849M
7,609 shares@ $505.84 avg price
HYMBSpdr Ser Tr
Recent Activity
Increased 4.19%
0.85%
$3.615M
141,341 shares@ $25.58 avg price
VTVVanguard Index Fds
Recent Activity
Increased 12.33%
0.8%
$3.395M
20,052 shares@ $169.31 avg price
NKENike Inc
Recent Activity
Increased 4.04%
0.71%
$3.003M
39,692 shares@ $75.67 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 2.55%
0.59%
$2.516M
33,995 shares@ $74.01 avg price
MAMastercard Incorporated
Recent Activity
Increased 0.76%
0.58%
$2.472M
4,694 shares@ $526.53 avg price
SPGIS&p Global Inc
Recent Activity
Increased 4.07%
0.56%
$2.374M
4,766 shares@ $498.02 avg price