Alchemi Wealth, LLC
Top Portfolio Positions
105 positions ·
$126,132,671 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
101,440 | $25,744,457 | 20.41% | |
| NVDA |
Nvidia Corp
Technology
|
45,908 | $8,006,355 | 6.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,302 | $5,477,917 | 4.34% | |
| MSFT |
Microsoft Corp
Technology
|
12,828 | $4,748,540 | 3.76% | |
| BST |
BlackRock Science & Technology Trust
Financial Services
|
116,779 | $4,244,916 | 3.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,186 | $4,023,003 | 3.19% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
9,201 | $3,420,471 | 2.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,687 | $3,360,713 | 2.66% | |
| XOM |
Exxon Mobil Corp
Energy
|
19,281 | $3,271,214 | 2.59% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,589 | $3,197,634 | 2.54% |
Portfolio Trend
2 quarters · across all stocks
Holdings in IMVT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,341,757 | 54,016 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,438,161 | 56,576 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||