223 is the total number of securities Chemistry Wealth Management LLC has owned. The longest Chemistry Wealth Management LLC has owned a single stock is 8 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 8 | 0.52% | 10.20% | 12.71% | Q4 2021 | Q3 2023 | 8 |
AAPL | APPLE INC COM | 8 | 8 | 4.56% | 7.97% | 9.46% | Q4 2021 | Q3 2023 | 8 |
GOOG | ALPHABET INC CAP STK CL C | 8 | 8 | 1.34% | 3.63% | 4.46% | Q4 2021 | Q3 2023 | 8 |
JPM | JPMORGAN CHASE & CO COM | 8 | 8 | 1.51% | 2.07% | 4.67% | Q4 2021 | Q3 2023 | 8 |
XOM | EXXON MOBIL CORP COM | 8 | 8 | 1.28% | 1.73% | 2.29% | Q4 2021 | Q3 2023 | 8 |
MSFT | MICROSOFT CORP COM | 8 | 8 | 1.24% | 1.47% | 1.93% | Q4 2021 | Q3 2023 | 8 |
VBR | VANGUARD SMALL-CAP VAL... | 8 | 8 | 0.23% | 1.42% | 1.73% | Q4 2021 | Q3 2023 | 8 |
BAC | BK OF AMERICA CORP COM | 8 | 8 | 0.92% | 1.25% | 1.62% | Q4 2021 | Q3 2023 | 8 |
AMZN | AMAZON COM INC COM | 8 | 8 | 0.52% | 1.20% | 1.74% | Q4 2021 | Q3 2023 | 8 |
AXP | AMERICAN EXPRESS CO COM | 8 | 8 | 0.30% | 1.14% | 1.48% | Q4 2021 | Q3 2023 | 8 |
GOOGL | ALPHABET INC CAP STK CL A | 8 | 8 | 0.47% | 1.04% | 1.33% | Q4 2021 | Q3 2023 | 8 |
SPY | SPDR S&P 500 ETF TRUST | 8 | 8 | 0.25% | 0.95% | 5.39% | Q4 2021 | Q3 2023 | 8 |
PFE | PFIZER INC COM | 8 | 8 | 0.43% | 0.82% | 2.35% | Q4 2021 | Q3 2023 | 8 |
VTV | VANGUARD VALUE INDEX FUND | 8 | 8 | 0.56% | 0.79% | 1.21% | Q4 2021 | Q3 2023 | 8 |
HD | HOME DEPOT INC COM | 8 | 8 | 0.40% | 0.62% | 2.01% | Q4 2021 | Q3 2023 | 8 |
DXJ | WISDOMTREE TR | 8 | 8 | 0.21% | 0.43% | 1.71% | Q4 2021 | Q3 2023 | 8 |
MRK | MERCK & CO INC COM | 8 | 8 | 0.17% | 0.38% | 1.50% | Q4 2021 | Q3 2023 | 8 |
VO | VANGUARD MID-CAP INDEX... | 8 | 8 | 0.17% | 0.36% | 1.43% | Q4 2021 | Q3 2023 | 8 |
KO | COCA COLA CO COM | 8 | 8 | 0.25% | 0.31% | 0.37% | Q4 2021 | Q3 2023 | 8 |
INTC | INTEL CORP COM | 8 | 8 | 0.13% | 0.28% | 0.85% | Q4 2021 | Q3 2023 | 8 |
VOO | VANGUARD S&P 500 ETF | 8 | 8 | 0.21% | 0.25% | 0.29% | Q4 2021 | Q3 2023 | 8 |
VTI | VANGUARD TOTAL STOCK M... | 8 | 8 | 0.11% | 0.24% | 1.07% | Q4 2021 | Q3 2023 | 8 |
IVV | ISHARES TR | 8 | 8 | 0.17% | 0.23% | 0.57% | Q4 2021 | Q3 2023 | 8 |
CVX | CHEVRON CORP NEW COM | 8 | 8 | 0.16% | 0.22% | 0.51% | Q4 2021 | Q3 2023 | 8 |
EFA | ISHARES TR | 8 | 8 | 0.14% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
VGSH | VANGUARD SHORT-TERM TR... | 7 | 7 | 11.74% | 14.45% | 15.85% | Q1 2022 | Q3 2023 | 7 |
VTIP | VANGUARD SHORT-TERM IN... | 7 | 7 | 3.28% | 3.66% | 4.16% | Q1 2022 | Q3 2023 | 7 |
SOR | SOURCE CAP INC COM | 7 | 7 | 2.06% | 3.64% | 4.53% | Q1 2022 | Q3 2023 | 7 |
IAU | ISHARES GOLD TRUST | 7 | 7 | 3.27% | 3.46% | 3.71% | Q1 2022 | Q3 2023 | 7 |
FB | META PLATFORMS INC CL A | 7 | 7 | 0.72% | 1.32% | 1.90% | Q1 2022 | Q3 2023 | 7 |
ABBV | ABBVIE INC COM | 7 | 7 | 0.99% | 1.22% | 1.41% | Q1 2022 | Q3 2023 | 7 |
UNH | UNITEDHEALTH GROUP INC... | 7 | 7 | 1.03% | 1.18% | 1.38% | Q1 2022 | Q3 2023 | 7 |
ORCL | ORACLE CORP COM | 7 | 7 | 0.81% | 1.04% | 1.30% | Q1 2022 | Q3 2023 | 7 |
GNR | SPDR S&P GLOBAL NATURA... | 7 | 7 | 0.80% | 0.89% | 1.05% | Q1 2022 | Q3 2023 | 7 |
ANTM | ELEVANCE HEALTH INC COM | 7 | 7 | 0.78% | 0.89% | 1.05% | Q1 2022 | Q3 2023 | 7 |
MKL | MARKEL GROUP INC | 7 | 7 | 0.71% | 0.83% | 1.06% | Q1 2022 | Q3 2023 | 7 |
VCSH | VANGUARD SHORT-TERM CO... | 7 | 7 | 0.72% | 0.81% | 0.91% | Q1 2022 | Q3 2023 | 7 |
VWO | VANGUARD INTL EQUITY I... | 7 | 7 | 0.49% | 0.72% | 0.93% | Q1 2022 | Q3 2023 | 7 |
JNJ | JOHNSON & JOHNSON COM | 7 | 7 | 0.60% | 0.70% | 0.86% | Q1 2022 | Q3 2023 | 7 |
BKNG | BOOKING HOLDINGS INC COM | 7 | 7 | 0.56% | 0.70% | 0.81% | Q1 2022 | Q3 2023 | 7 |
DIS | DISNEY WALT CO COM | 7 | 7 | 0.50% | 0.69% | 0.95% | Q1 2022 | Q3 2023 | 7 |
BABA | ALIBABA GROUP HLDG LTD... | 7 | 7 | 0.49% | 0.68% | 1.00% | Q1 2022 | Q3 2023 | 7 |
CLF | CLEVELAND-CLIFFS INC N... | 7 | 7 | 0.39% | 0.65% | 1.14% | Q1 2022 | Q3 2023 | 7 |
SHY | ISHARES TR | 7 | 7 | 0.53% | 0.65% | 0.78% | Q1 2022 | Q3 2023 | 7 |
SPGI | S&P GLOBAL INC COM | 7 | 7 | 0.54% | 0.62% | 0.68% | Q1 2022 | Q3 2023 | 7 |
MA | MASTERCARD INCORPORATE... | 7 | 7 | 0.53% | 0.59% | 0.64% | Q1 2022 | Q3 2023 | 7 |
WFC | WELLS FARGO CO NEW COM | 7 | 7 | 0.38% | 0.53% | 0.66% | Q1 2022 | Q3 2023 | 7 |
COST | COSTCO WHSL CORP NEW COM | 7 | 7 | 0.50% | 0.52% | 0.56% | Q1 2022 | Q3 2023 | 7 |
DGS | WISDOMTREE TR | 7 | 7 | 0.22% | 0.50% | 0.79% | Q1 2022 | Q3 2023 | 7 |
BRKA | BERKSHIRE HATHAWAY INC... | 7 | 7 | 0.17% | 0.48% | 0.73% | Q1 2022 | Q3 2023 | 7 |
SCHW | SCHWAB CHARLES CORP COM | 7 | 7 | 0.24% | 0.47% | 0.76% | Q1 2022 | Q3 2023 | 7 |
IJR | ISHARES TR | 7 | 7 | 0.36% | 0.40% | 0.44% | Q1 2022 | Q3 2023 | 7 |
AMP | AMERIPRISE FINL INC COM | 7 | 7 | 0.35% | 0.40% | 0.46% | Q1 2022 | Q3 2023 | 7 |
AIG | AMERICAN INTL GROUP IN... | 7 | 7 | 0.34% | 0.39% | 0.48% | Q1 2022 | Q3 2023 | 7 |
XLV | SELECT SECTOR SPDR TR | 7 | 7 | 0.24% | 0.38% | 0.45% | Q1 2022 | Q3 2023 | 7 |
MU | MICRON TECHNOLOGY INC COM | 7 | 7 | 0.28% | 0.37% | 0.42% | Q1 2022 | Q3 2023 | 7 |
BLK | BLACKROCK INC COM | 7 | 7 | 0.34% | 0.37% | 0.43% | Q1 2022 | Q3 2023 | 7 |
HYMB | SPDR SER TR | 7 | 7 | 0.13% | 0.37% | 0.48% | Q1 2022 | Q3 2023 | 7 |
NSC | NORFOLK SOUTHN CORP COM | 7 | 7 | 0.29% | 0.37% | 0.44% | Q1 2022 | Q3 2023 | 7 |
PG | PROCTER AND GAMBLE CO COM | 7 | 7 | 0.28% | 0.34% | 0.38% | Q1 2022 | Q3 2023 | 7 |
RTX | RTX CORPORATION | 7 | 7 | 0.20% | 0.30% | 0.35% | Q1 2022 | Q3 2023 | 7 |
VOE | VANGUARD MID-CAP VALUE... | 7 | 7 | 0.26% | 0.29% | 0.33% | Q1 2022 | Q3 2023 | 7 |
BHF | BRIGHTHOUSE FINL INC COM | 7 | 7 | 0.25% | 0.28% | 0.34% | Q1 2022 | Q3 2023 | 7 |
EEM | ISHARES TR | 7 | 7 | 0.13% | 0.28% | 0.47% | Q1 2022 | Q3 2023 | 7 |
LBRDK | LIBERTY BROADBAND CORP... | 7 | 7 | 0.12% | 0.28% | 0.36% | Q1 2022 | Q3 2023 | 7 |
TIP | ISHARES TR | 7 | 7 | 0.20% | 0.27% | 0.35% | Q1 2022 | Q3 2023 | 7 |
AMGN | AMGEN INC COM | 7 | 7 | 0.21% | 0.27% | 0.33% | Q1 2022 | Q3 2023 | 7 |
PM | PHILIP MORRIS INTL INC... | 7 | 7 | 0.23% | 0.26% | 0.31% | Q1 2022 | Q3 2023 | 7 |
RSP | INVESCO S&P 500 EQUAL ... | 7 | 7 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q3 2023 | 7 |
VEU | VANGUARD INTL EQUITY I... | 7 | 7 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q3 2023 | 7 |
KMB | KIMBERLY-CLARK CORP COM | 7 | 7 | 0.22% | 0.26% | 0.30% | Q1 2022 | Q3 2023 | 7 |
SBUX | STARBUCKS CORP COM | 7 | 7 | 0.21% | 0.26% | 0.29% | Q1 2022 | Q3 2023 | 7 |
XLK | TECHNOLOGY SELECT SECT... | 7 | 7 | 0.23% | 0.25% | 0.27% | Q1 2022 | Q3 2023 | 7 |
KKR | KKR & CO INC COM | 7 | 7 | 0.22% | 0.25% | 0.25% | Q1 2022 | Q3 2023 | 7 |
UL | UNILEVER PLC SPON ADR NEW | 7 | 7 | 0.19% | 0.24% | 0.29% | Q1 2022 | Q3 2023 | 7 |
IEF | ISHARES TR | 7 | 7 | 0.15% | 0.22% | 0.29% | Q1 2022 | Q3 2023 | 7 |
MYN | BLACKROCK MUNIYIELD N ... | 7 | 7 | 0.11% | 0.21% | 0.32% | Q1 2022 | Q3 2023 | 7 |
DLTR | DOLLAR TREE INC COM | 7 | 7 | 0.12% | 0.20% | 0.24% | Q1 2022 | Q3 2023 | 7 |
QQQ | INVESCO QQQ TRUST | 7 | 7 | 0.18% | 0.20% | 0.25% | Q1 2022 | Q3 2023 | 7 |
TECK | TECK RESOURCES LTD CL B | 7 | 7 | 0.16% | 0.20% | 0.23% | Q1 2022 | Q3 2023 | 7 |
GLD | SPDR GOLD TR | 7 | 7 | 0.18% | 0.20% | 0.22% | Q1 2022 | Q3 2023 | 7 |
NPV | NUVEEN VIRGINIA QLTY M... | 7 | 7 | 0.14% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 7 |
RY | ROYAL BK CDA SUSTAINAB... | 7 | 7 | 0.14% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
OEF | ISHARES TR | 7 | 7 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q3 2023 | 7 |
IYE | ISHARES U.S. ENERGY ETF | 7 | 7 | 0.15% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
SPLG | SPDR SER TR | 7 | 7 | 0.14% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
PFF | ISHARES TR | 7 | 7 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
ADP | AUTOMATIC DATA PROCESS... | 7 | 7 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
IEI | ISHARES TR | 7 | 7 | 0.12% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
IAC | IAC INTERACTIVECORP NE... | 7 | 7 | 0.07% | 0.15% | 0.21% | Q1 2022 | Q3 2023 | 7 |
HON | HONEYWELL INTL INC COM | 7 | 7 | 0.12% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
EBAY | EBAY INC. COM | 7 | 7 | 0.10% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 7 |
LBTYK | LIBERTY GLOBAL PLC SHS... | 7 | 7 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
XLI | SELECT SECTOR SPDR TR | 7 | 7 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q3 2023 | 7 |
VPU | VANGUARD WORLD FDS | 7 | 7 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
MUB | ISHARES TR | 7 | 7 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
IBB | ISHARES TR | 7 | 7 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
XLY | SELECT SECTOR SPDR TR | 7 | 7 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
VHT | VANGUARD WORLD FDS | 7 | 7 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
HYD | VANECK HIGH YIELD MUNI... | 7 | 7 | 0.10% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 |
XLB | SELECT SECTOR SPDR TR | 7 | 7 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
PEP | PEPSICO INC COM | 7 | 7 | 0.08% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
MCD | MCDONALDS CORP COM | 7 | 7 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
VDE | VANGUARD WORLD FDS | 7 | 7 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
PRU | PRUDENTIAL FINL INC COM | 7 | 7 | 0.09% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
TMO | THERMO FISHER SCIENTIF... | 7 | 7 | 0.07% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
FANG | DIAMONDBACK ENERGY INC... | 7 | 7 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
DEO | DIAGEO PLC SPON ADR NEW | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
ABEV | AMBEV SA SPONSORED ADR | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ANGI | ANGI INC COM CL A NEW | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
OXY | OCCIDENTAL PETE CORP COM | 6 | 6 | 0.25% | 0.33% | 0.43% | Q2 2022 | Q3 2023 | 6 |
W | WAYFAIR INC CL A | 6 | 6 | 0.15% | 0.29% | 0.49% | Q2 2022 | Q3 2023 | 6 |
KMX | CARMAX INC COM | 6 | 6 | 0.19% | 0.25% | 0.34% | Q2 2022 | Q3 2023 | 6 |
VUG | VANGUARD INDEX FDS | 5 | 1 | 0.09% | 0.25% | 0.89% | Q4 2021 | Q3 2023 | 6 |
ATVI | ACTIVISION BLIZZARD IN... | 6 | 6 | 0.11% | 0.23% | 0.26% | Q2 2022 | Q3 2023 | 6 |
BA | BOEING CO COM | 3 | 3 | 0.08% | 0.15% | 0.37% | Q4 2021 | Q3 2023 | 6 |
IIM | INVESCO VALUE MUN INCO... | 3 | 3 | 0.06% | 0.12% | 0.19% | Q1 2022 | Q3 2023 | 6 |
WARNER BROS DISCOVERY ... | 6 | 6 | 0.07% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 6 | |
ED | CONSOLIDATED EDISON IN... | 6 | 6 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q2 2023 | 6 |
GOLD | BARRICK GOLD CORP COM | 3 | 3 | 0.06% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 6 |
SHELL PLC SPON ADS | 4 | 2 | 0.08% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 6 | |
VMC | VULCAN MATLS CO COM | 5 | 1 | 0.08% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 6 |
IWF | ISHARES TR | 4 | 1 | 0.09% | 1.07% | 5.01% | Q4 2021 | Q3 2023 | 5 |
IJH | ISHARES TR | 2 | 1 | 0.07% | 0.18% | 0.63% | Q4 2021 | Q3 2023 | 5 |
ICE | INTERCONTINENTAL EXCHA... | 5 | 5 | 0.09% | 0.15% | 0.19% | Q3 2022 | Q3 2023 | 5 |
RBLX | ROBLOX CORP CL A | 3 | 2 | 0.12% | 0.15% | 0.20% | Q2 2022 | Q3 2023 | 5 |
CVS | CVS HEALTH CORP COM | 5 | 5 | 0.09% | 0.14% | 0.34% | Q4 2021 | Q4 2022 | 5 |
VGT | VANGUARD WORLD FDS | 4 | 1 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 5 |
IYJ | ISHARES U.S. INDUSTRIA... | 4 | 1 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 5 |
PLTR | PALANTIR TECHNOLOGIES ... | 3 | 2 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 5 |
BROOKFIELD CORP CL A L... | 4 | 4 | 1.98% | 2.00% | 2.04% | Q4 2022 | Q3 2023 | 4 | |
BX | BLACKSTONE INC COM | 3 | 1 | 0.08% | 0.72% | 2.61% | Q4 2021 | Q3 2023 | 4 |
MHK | MOHAWK INDS INC COM | 4 | 4 | 0.21% | 0.27% | 0.35% | Q1 2022 | Q4 2022 | 4 |
CRM | SALESFORCE INC COM | 4 | 4 | 0.17% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
TIDAL ETF TR | 4 | 4 | 0.09% | 0.22% | 0.53% | Q4 2022 | Q3 2023 | 4 | |
MMM | 3M CO COM | 4 | 4 | 0.08% | 0.13% | 0.16% | Q1 2022 | Q4 2022 | 4 |
DIA | SPDR DOW JONES INDUSTR... | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
VYM | VANGUARD WHITEHALL FDS | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
BAM | BROOKFIELD ASSET MGMT ... | 3 | 3 | 2.59% | 2.71% | 2.91% | Q1 2022 | Q3 2022 | 3 |
BROOKFIELD ASSET MANAG... | 3 | 3 | 0.41% | 0.43% | 0.46% | Q1 2023 | Q3 2023 | 3 | |
U HAUL HOLDING COMPANY | 3 | 3 | 0.37% | 0.39% | 0.41% | Q1 2023 | Q3 2023 | 3 | |
VZ | VERIZON COMMUNICATIONS... | 3 | 3 | 0.29% | 0.32% | 0.35% | Q4 2021 | Q2 2022 | 3 |
UHAL | AMERCO COM | 3 | 3 | 0.20% | 0.26% | 0.34% | Q1 2022 | Q3 2022 | 3 |
BFZ | BLACKROCK CALIF MUN IN... | 3 | 3 | 0.11% | 0.15% | 0.17% | Q1 2022 | Q3 2022 | 3 |
IEMG | ISHARES CORE MSCI EMER... | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q3 2022 | 3 |
VB | VANGUARD INDEX FDS | 3 | 3 | 0.07% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
ADBE | ADOBE SYSTEMS INCORPOR... | 3 | 3 | 0.08% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
SLB | SCHLUMBERGER LTD COM STK | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q2 2023 | 3 |
IYW | ISHARES TR | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
VEA | VANGUARD TAX-MANAGED FDS | 1 | 1 | 0.07% | 0.21% | 0.34% | Q4 2021 | Q2 2023 | 2 |
BXMT | BLACKSTONE MTG TR INC ... | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q2 2022 | 2 |
BK | BANK NEW YORK MELLON C... | 2 | 2 | 0.07% | 0.12% | 0.17% | Q4 2021 | Q1 2022 | 2 |
NVDA | NVIDIA CORPORATION | 2 | 2 | 0.09% | 0.11% | 0.14% | Q2 2023 | Q3 2023 | 2 |
GDX | VANECK GOLD MINERS ETF | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q1 2023 | 2 |
XYL | XYLEM INC COM | 1 | 1 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 2 |
HDV | ISHARES CORE HIGH DIVI... | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q4 2022 | 2 |
DVY | ISHARES TR | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
GS | GOLDMAN SACHS GROUP INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FVD | FIRST TRUST VALUE LINE... | 1 | 1 | 10.67% | 10.67% | 10.67% | Q4 2021 | Q4 2021 | 1 |
CSL | CARLISLE COS INC COM | 1 | 1 | 7.06% | 7.06% | 7.06% | Q4 2021 | Q4 2021 | 1 |
GENERAL ELECTRIC CO CO... | 1 | 1 | 4.28% | 4.28% | 4.28% | Q4 2021 | Q4 2021 | 1 | |
T | AT&T INC COM | 1 | 1 | 2.74% | 2.74% | 2.74% | Q4 2021 | Q4 2021 | 1 |
BMY | BRISTOL-MYERS SQUIBB C... | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2021 | Q4 2021 | 1 |
MS | MORGAN STANLEY COM NEW | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2021 | Q4 2021 | 1 |
IWD | ISHARES RUSSELL 1000 V... | 1 | 1 | 2.15% | 2.15% | 2.15% | Q4 2021 | Q4 2021 | 1 |
DFNL | DAVIS SELECT FINANCIAL... | 1 | 1 | 1.88% | 1.88% | 1.88% | Q4 2021 | Q4 2021 | 1 |
XLF | FINANCIAL SELECT SECTO... | 1 | 1 | 1.71% | 1.71% | 1.71% | Q4 2021 | Q4 2021 | 1 |
IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2021 | Q4 2021 | 1 |
MMD | MAINSTAY MACKAY DEFINE... | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2021 | Q4 2021 | 1 |
MO | ALTRIA GROUP INC COM | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2021 | Q4 2021 | 1 |
F | FORD MTR CO DEL COM | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2021 | Q4 2021 | 1 |
DBJP | X-TRACKERS MSCI JAPAN ... | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2021 | Q4 2021 | 1 |
DUSA | DAVIS SELECT U.S. EQUI... | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2021 | Q4 2021 | 1 |
IWR | ISHARES RUSSELL MID-CA... | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2021 | Q4 2021 | 1 |
FMC | FMC CORP COM NEW | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2021 | Q4 2021 | 1 |
CII | BLACKROCK ENHANCD CAP ... | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
SAR | SARATOGA INVT CORP COM... | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
CSCO | CISCO SYS INC COM | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
BST | BLACKROCK SCIENCE & TE... | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
RDSB | ROYAL DUTCH SHELL PLC ... | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2021 | Q4 2021 | 1 |
UPS | UNITED PARCEL SERVICE ... | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
ARE | ALEXANDRIA REAL ESTATE... | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2021 | Q4 2021 | 1 |
C | CITIGROUP INC COM NEW | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
LAND | GLADSTONE LD CORP COM | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
SPY | SPDR S&P 500 ETF | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2022 | Q2 2022 | 1 |
COWN | COWEN INC CL A NEW | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
BRO | BROWN & BROWN INC COM | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
CMCSA | COMCAST CORP NEW CL A | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
RQI | COHEN & STEERS QUALITY... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
VXF | VANGUARD EXTENDED MARK... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
HPQ | HP INC COM | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
IWB | ISHARES RUSSELL 1000 ETF | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
DSL | DOUBLELINE INCOME SOLU... | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
THQ | TEKLA HEALTHCARE OPPOR... | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
KRE | SPDR S&P REGIONAL BANK... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
HEDJ | WISDOMTREE EUROPE HEDG... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
DE | DEERE & CO COM | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
DINT | DAVIS SELECT INTERNATI... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
CAT | CATERPILLAR INC COM | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
TPL | TEXAS PACIFIC LAND COR... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
GXC | SPDR S&P CHINA ETF | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
MINT | PIMCO ENHANCED SHORT M... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
QQQX | NUVEEN NASDAQ 100 DYNA... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
TUP | TUPPERWARE BRANDS CORP... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
OUSA | OSHARES U.S. QUALITY D... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
NGVT | INGEVITY CORP COM | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
IVW | ISHARES S&P 500 GROWTH... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
FOXA | FOX CORP CL A COM | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
NLY | ANNALY CAPITAL MANAGEM... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
TLT | ISHARES 20 YEAR TREASU... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
NEE | NEXTERA ENERGY INC COM | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
STLA | STELLANTIS N.V | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SIRI | SIRIUS XM HOLDINGS INC... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
LLY | ELI LILLY & CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
DISCK | DISCOVERY INC COM SER C | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
TJX | TJX COS INC NEW COM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
IDV | ISHARES INTERNATIONAL ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
NYT | NEW YORK TIMES CO CL A | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
UNP | UNION PAC CORP COM | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
V | VISA INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
REFR | RESEARCH FRONTIERS INC... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
AREC | AMERICAN RES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LXRX | LEXICON PHARMACEUTICAL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL CL B NEW, APPLE INC COM, and ALPHABET INC CAP STK CL C, are the highest-conviction holdings of Chemistry Wealth Management LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Chemistry Wealth Management LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Chemistry Wealth Management LLC owns currently or has owned in the past.