Portfolio (Quarterly)
Guide ↗
Chemistry Wealth Management LLC
· CIK 0001910183| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VTEB | VANGUARD MUN BD FDS | — | 27,530 | $1.4M | 0.26% | SOLD |
| 2 | STLA | STELLANTIS N.V | Consumer Cyclical | 48,180 | $525K | 0.10% | SOLD |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 5,385 | $336K | 0.06% | SOLD |
| 4 | ACN | ACCENTURE PLC IRELAND | Technology | 970 | $260K | 0.05% | SOLD |
| 5 | NOW | SERVICENOW INC | Technology | 1,535 | $235K | 0.04% | SOLD |
| 6 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 2,146 | $220K | 0.04% | SOLD |
| 7 | CRBG | COREBRIDGE FINL INC | Financial Services | 7,258 | $219K | 0.04% | SOLD |
| 8 | AMD | ADVANCED MICRO DEVICES INC | Technology | 979 | $210K | 0.04% | SOLD |
| 9 | XLC | SELECT SECTOR SPDR TR | — | 1,716 | $202K | 0.04% | SOLD |
Sector Allocation
Financial Services
37.8%
Communication Services
17.5%
Technology
15.1%
Consumer Cyclical
11.7%
Healthcare
7.2%
Energy
4.7%
Industrials
2.9%
Consumer Defensive
2.2%
Basic Materials
0.5%
Utilities
0.4%