Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHEMISTRY WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 165 | 371,082,790 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 1 | $49,509,392 | 852,581 | 0.01 | 0.02 | 51,400 | 6.42 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2 | $46,883,158 | 111,489 | 0.01 | 0.01 | 1,667 | 1.52 | 03-31-2024 |
| APPLE INC | COM | 3 | $25,924,931 | 151,183 | 0.01 | 0.01 | -3,966 | -2.56 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 4 | $15,622,229 | 102,602 | 0.00 | 0.00 | 1,461 | 1.44 | 03-31-2024 |
