Alchemi Wealth, LLC
156 holdingsFiling period: 2026-03-31Current AUM: $206.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 101.4K | $25.7M | $31.3M | 15.21% | -2,266 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 45.9K | $8.0M | $9.2M | 4.47% | +1.8K | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 26.3K | $5.5M | $7.1M | 3.47% | -63 | 2026-03-31 |
| 4 | BIL | SPDR SERIES TRUST | 59.0K | $5.4M | $5.4M | 2.63% | -1,240 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 12.8K | $4.7M | $6.0M | 2.89% | -106 | 2026-03-31 |
| 6 | RECS | COLUMBIA ETF TR I | 111.7K | $4.4M | $4.9M | 2.37% | +2.7K | 2026-03-31 |
| 7 | BST | BLACKROCK SCIENCE & TECHNOLO | 116.8K | $4.2M | $5.4M | 2.62% | +1.0K | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 6.2K | $4.0M | $4.6M | 2.24% | -15 | 2026-03-31 |
| 9 | VBIL | VANGUARD INSTL INDEX FD | 50.9K | $3.9M | $3.9M | 1.87% | +312 | 2026-03-31 |
| 10 | INTF | ISHARES TR | 89.9K | $3.5M | $3.8M | 1.83% | +3.5K | 2026-03-31 |
| 11 | TSLA | TESLA INC | 9.2K | $3.4M | $2.9M | 1.39% | -142 | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 11.7K | $3.4M | $4.2M | 2.02% | -79 | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 19.3K | $3.3M | $3.0M | 1.46% | -555 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 19.3K | $3.3M | $3.0M | 1.46% | -555 | 2026-03-31 |
| 15 | CGGR | CAPITAL GROUP GROWTH ETF | 80.9K | $3.3M | $3.6M | 1.76% | +1.7K | 2026-03-31 |
| 16 | QQQM | INVESCO EXCH TRADED FD TR II | 13.6K | $3.2M | $3.8M | 1.87% | +343 | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 5.6K | $3.2M | $3.1M | 1.51% | -192 | 2026-03-31 |
| 18 | NFLX | NETFLIX INC. | 27.6K | $2.7M | $2.0M | 0.96% | -3,294 | 2026-03-31 |
| 19 | DNP | DNP SELECT INCOME FD INC | 249.8K | $2.6M | $2.7M | 1.30% | +571 | 2026-03-31 |
| 20 | DUK | DUKE ENERGY CORP NEW | 15.9K | $2.1M | $2.0M | 0.97% | +330 | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 6.0K | $1.8M | $2.1M | 1.02% | +259 | 2026-03-31 |
| 22 | WTV | WISDOMTREE TR | 18.1K | $1.7M | $1.9M | 0.93% | +2.0K | 2026-03-31 |
| 23 | GOOG | ALPHABET INC | 5.8K | $1.7M | $2.1M | 1.01% | -72 | 2026-03-31 |
| 24 | LLY | ELI LILLY & CO | 1.8K | $1.7M | $2.1M | 1.01% | +7 | 2026-03-31 |
| 25 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.3K | $1.6M | $1.6M | 0.77% | -- | 2026-03-31 |
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