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Portfolio (Quarterly) Guide ↗

Alchemi Wealth, LLC

· CIK 0002110606
13F Portfolio $213M AUM 168 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 168 New
Page 3 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NJR NEW JERSEY RES CORP Utilities 21,601.0 $1.2M 0.57% NEW $56.04 -3.5%
42 PM PHILIP MORRIS INTL INC Consumer Defensive 6,486.0 $1.2M 0.55% NEW $180.93 +3.4%
43 QCOM QUALCOMM INC Technology 6,345.0 $1.2M 0.55% NEW $184.81 -9.9%
44 MO ALTRIA GROUP INC Consumer Defensive 16,096.0 $1.2M 0.54% NEW $71.95 -3.3%
45 AXP AMERICAN EXPRESS CO Financial Services 3,411.0 $1.2M 0.54% NEW $338.33 -4.2%
46 DIVO AMPLIFY ETF TR 24,967.0 $1.1M 0.54% NEW $45.70 +5.3%
47 V VISA INC Financial Services 3,275.0 $1.1M 0.53% NEW $343.13 +8.6%
48 CGCB CAPITAL GRP FIXED INCM ETF T 42,021.0 $1.1M 0.52% NEW $26.18 -1.9%
49 MSTR STRATEGY INC Technology 12,339.0 $1.1M 0.50% NEW $86.93 +43.7%
50 CGMS CAPITAL GRP FIXED INCM ETF T 38,693.0 $1.1M 0.49% NEW $27.33 -1.4%
51 CEF SPROTT ASSET MANAGEMENT LP Financial Services 26,285.0 $1.1M 0.49% NEW $40.23 +9.2%
52 URI UNITED RENTALS INC Industrials 900.0 $1.0M 0.48% NEW $1134.01 -12.7%
53 XSMO INVESCO EXCHANGE TRADED FD T 10,670.0 $999K 0.47% NEW $93.64 -11.5%
54 GEV GE VERNOVA INC Utilities 843.0 $990K 0.46% NEW $1174.86 -23.5%
55 VGT VANGUARD WORLD FD 8,162.0 $976K 0.46% NEW $119.53 -0.6%
56 CVX CHEVRON CORPORATION Energy 5,608.0 $930K 0.44% NEW $165.78 +27.3%
57 COWZ PACER FDS TR 14,904.0 $927K 0.43% NEW $62.20 +15.5%
58 FDN FIRST TR EXCHANGE-TRADED FD 3,484.0 $922K 0.43% NEW $264.72 +8.5%
59 FTEC FIDELITY COVINGTON TRUST 3,163.0 $903K 0.42% NEW $285.58 -0.7%
60 DDWM WISDOMTREE TR 19,189.0 $886K 0.41% NEW $46.18 +1.8%
Page 3 of 9  ·  168 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.2%
Financial Services 20.1%
Consumer Cyclical 8.8%
Communication Services 7.2%
Industrials 6.6%
Healthcare 5.7%
Utilities 4.5%
Consumer Defensive 4.0%
Energy 3.4%
Basic Materials 0.6%