Alchemi Wealth

Alchemi Wealth as of March 31, 2026

Portfolio Holdings for Alchemi Wealth

Alchemi Wealth holds 155 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 14.3 $26M 101k 253.79
NVIDIA Corporation (NVDA) 4.4 $8.0M 46k 174.40
Amazon (AMZN) 3.0 $5.5M 26k 208.27
Spdr Series Trust State Street Spd (BIL) 3.0 $5.4M 59k 91.64
Microsoft Corporation (MSFT) 2.6 $4.7M 13k 370.19
Columbia Etf Tr I Resh Enhnc Cor (RECS) 2.4 $4.4M 112k 38.98
Blackrock Science & Technolo SHS (BST) 2.4 $4.2M 117k 36.35
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.2 $4.0M 6.2k 650.45
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 2.1 $3.9M 51k 75.65
Ishares Tr Intl Eqty Factor (INTF) 1.9 $3.5M 90k 38.96
Tesla Motors (TSLA) 1.9 $3.4M 9.2k 371.75
Alphabet Cap Stk Cl A (GOOGL) 1.9 $3.4M 12k 287.60
Exxon Mobil Corporation (XOM) 1.8 $3.3M 19k 169.67
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.8 $3.3M 81k 40.19
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.8 $3.2M 14k 237.66
Meta Platforms Cl A (META) 1.8 $3.2M 5.6k 572.23
Netflix (NFLX) 1.5 $2.7M 28k 96.15
DNP Select Income Fund (DNP) 1.4 $2.6M 250k 10.30
Duke Energy Corp Com New (DUK) 1.2 $2.1M 16k 130.94
JPMorgan Chase & Co. (JPM) 1.0 $1.8M 6.0k 294.24
Wisdomtree Tr Wisdomtree Us Va (WTV) 1.0 $1.7M 18k 94.73
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.7M 5.8k 286.91
Eli Lilly & Co. (LLY) 0.9 $1.7M 1.8k 919.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.6M 3.3k 479.20
Rbb Fund Trust First Eagle Gbl (FEGE) 0.8 $1.5M 31k 47.00
Johnson & Johnson (JNJ) 0.8 $1.4M 5.9k 244.50
Select Sector Spdr Tr State Street Ind (XLI) 0.8 $1.4M 8.8k 161.75
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.8 $1.4M 23k 59.03
Immunovant (IMVT) 0.7 $1.3M 54k 24.84
Strategy Cl A New (MSTR) 0.7 $1.3M 10k 124.80
Emerson Electric (EMR) 0.7 $1.3M 9.8k 131.03
Vaneck Etf Trust Semiconductr Etf (SMH) 0.7 $1.3M 3.3k 383.44
Sprott Asset Management Physical Gold An (CEF) 0.7 $1.2M 25k 47.72
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.7 $1.2M 27k 44.85
New Jersey Resources Corporation (NJR) 0.7 $1.2M 22k 54.92
Cipher Mining (CIFR) 0.7 $1.2M 92k 12.87
Chevron Corporation (CVX) 0.6 $1.2M 5.6k 206.99
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.6 $1.1M 39k 29.36
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.1M 5.0k 215.06
Philip Morris International (PM) 0.6 $1.1M 6.5k 165.35
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $1.1M 17k 62.57
Altria (MO) 0.6 $1.0M 16k 66.00
American Express Company (AXP) 0.6 $1.0M 3.4k 302.55
Advanced Micro Devices (AMD) 0.6 $1.0M 5.0k 203.43
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.0M 2.3k 430.29
Visa Com Cl A (V) 0.6 $992k 3.3k 302.32
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.5 $971k 37k 26.26
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.5 $937k 34k 27.23
Caterpillar (CAT) 0.5 $922k 1.3k 708.97
Costco Wholesale Corporation (COST) 0.5 $861k 863.00 997.32
First Tr Exchange-traded Dj Internt Idx (FDN) 0.5 $853k 3.6k 234.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $844k 2.6k 320.91
Select Sector Spdr Tr State Street Ene (XLE) 0.5 $814k 13k 61.26
Verizon Communications (VZ) 0.4 $798k 16k 50.20
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.4 $778k 10k 76.02
Phillips 66 (PSX) 0.4 $757k 4.2k 182.23
Qualcomm (QCOM) 0.4 $753k 5.8k 128.79
Vanguard World Inf Tech Etf (VGT) 0.4 $731k 1.0k 698.29
Direxion Shares Etf Trust Daily Semiconduc (SOXL) 0.4 $724k 15k 47.91
Union Pacific Corporation (UNP) 0.4 $723k 3.0k 242.67
Broadcom (AVGO) 0.4 $697k 2.3k 309.61
Pacer Fds Tr Trendpilot 100 (PTNQ) 0.4 $688k 9.4k 72.96
Fidelity Covington Trust Enhanced Large (FELC) 0.4 $666k 18k 36.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $658k 1.1k 577.50
Fidelity Covington Trust Enhanced Large (FELV) 0.4 $649k 19k 34.91
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.4 $646k 3.1k 208.05
Wisdomtree Tr Dynamic Intl Eqt (DDWM) 0.4 $642k 15k 44.11
Ge Vernova (GEV) 0.4 $642k 735.00 872.90
United Rentals (URI) 0.4 $641k 878.00 729.45
Wal-Mart Stores (WMT) 0.3 $629k 5.1k 124.31
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.3 $614k 12k 50.37
At&t (T) 0.3 $594k 21k 28.99
Amgen (AMGN) 0.3 $590k 1.7k 352.00
General Dynamics Corporation (GD) 0.3 $579k 1.7k 343.34
Home Depot (HD) 0.3 $568k 1.7k 329.14
Trex Company (TREX) 0.3 $561k 15k 36.42
Pacer Fds Tr Aristotle Pacifi (FLRT) 0.3 $558k 12k 46.31
Honeywell International (HON) 0.3 $557k 2.5k 226.14
Abbvie (ABBV) 0.3 $552k 2.5k 217.61
Norfolk Southern (NSC) 0.3 $534k 1.9k 287.05
Marriott Intl Cl A (MAR) 0.3 $531k 1.6k 327.07
Palantir Technologies Cl A (PLTR) 0.3 $528k 3.6k 146.28
Vanguard World Health Car Etf (VHT) 0.3 $510k 1.9k 272.37
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.3 $510k 9.7k 52.46
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $507k 4.5k 112.13
Bank of America Corporation (BAC) 0.3 $501k 10k 48.75
Procter & Gamble Company (PG) 0.3 $476k 3.3k 144.48
Cohen & Steers Etf Trust Real Estate Acti (CSRE) 0.3 $457k 17k 26.28
Wisdomtree Tr Em Ex St-owned (XSOE) 0.3 $452k 11k 40.10
Corning Incorporated (GLW) 0.3 $451k 3.3k 135.99
Canadian Pacific Kansas City (CP) 0.2 $445k 5.7k 78.66
Elevation Series Trust Clough Select Eq (CBSE) 0.2 $442k 11k 39.83
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.2 $441k 11k 40.14
Eversource Energy (ES) 0.2 $440k 6.3k 69.29
Linde SHS (LIN) 0.2 $432k 870.00 496.10
Hershey Company (HSY) 0.2 $432k 2.1k 207.89
Ishares Tr Core S&p500 Etf (IVV) 0.2 $427k 654.00 653.21
International Business Machines (IBM) 0.2 $414k 1.7k 242.50
Nextera Energy (NEE) 0.2 $411k 4.4k 92.92
3M Company (MMM) 0.2 $408k 2.8k 145.31
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $406k 4.4k 91.77
Elevation Series Trust Clough Hedged Eq (CBLS) 0.2 $404k 14k 28.70
TJX Companies (TJX) 0.2 $403k 2.5k 159.75
Janus Detroit Str Tr Henderson Securi (JSI) 0.2 $400k 7.8k 51.56
Blackstone Group Inc Com Cl A (BX) 0.2 $393k 3.4k 115.03
Southern Company (SO) 0.2 $390k 4.0k 96.54
Deere & Company (DE) 0.2 $377k 669.00 563.86
Boeing Company (BA) 0.2 $375k 1.9k 199.03
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $374k 9.7k 38.42
Ishares Silver Tr Ishares (SLV) 0.2 $372k 5.5k 68.14
Shell Spon Ads (SHEL) 0.2 $365k 3.9k 93.04
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.2 $359k 7.4k 48.16
CSX Corporation (CSX) 0.2 $358k 8.7k 41.05
Universal Display Corporation (OLED) 0.2 $357k 3.9k 91.69
Symbotic Class A Com (SYM) 0.2 $351k 6.6k 53.20
British Amern Tob Sponsored Adr (BTI) 0.2 $350k 6.0k 58.47
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $346k 6.3k 54.55
McDonald's Corporation (MCD) 0.2 $340k 1.1k 311.03
Pfizer (PFE) 0.2 $337k 12k 28.08
Ge Aerospace Com New (GE) 0.2 $337k 1.2k 283.82
Pepsi (PEP) 0.2 $331k 2.1k 155.37
Corteva (CTVA) 0.2 $331k 4.0k 83.71
GSK Sponsored Adr (GSK) 0.2 $328k 5.9k 55.19
Ishares Gold Tr Ishares New (IAU) 0.2 $317k 3.6k 88.16
Cisco Systems (CSCO) 0.2 $313k 4.0k 77.60
Micron Technology (MU) 0.2 $311k 921.00 338.13
O'reilly Automotive (ORLY) 0.2 $299k 3.2k 92.31
Coca-Cola Company (KO) 0.2 $297k 3.9k 76.09
PPL Corporation (PPL) 0.2 $295k 7.7k 38.20
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $288k 2.2k 132.93
Mastercard Incorporated Cl A (MA) 0.2 $280k 561.00 499.66
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $275k 2.9k 94.24
Merck & Co (MRK) 0.1 $260k 2.2k 120.38
M&T Bank Corporation (MTB) 0.1 $260k 1.3k 206.87
Cohen & Steers Etf Trust Infrastructure (CSIO) 0.1 $254k 9.1k 27.74
Waste Management (WM) 0.1 $247k 1.1k 229.88
T. Rowe Price (TROW) 0.1 $246k 2.7k 90.16
Stryker Corporation (SYK) 0.1 $242k 735.00 328.99
Enbridge (ENB) 0.1 $241k 4.5k 54.14
Raytheon Technologies Corp (RTX) 0.1 $236k 1.2k 192.98
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $233k 1.9k 120.04
Blackrock (BLK) 0.1 $231k 240.00 962.35
Wisdomtree Tr 7 10 Yr Laddered (USIN) 0.1 $227k 4.5k 50.10
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $225k 667.00 337.95
Goldman Sachs Physical Gold Unit (AAAU) 0.1 $222k 4.8k 46.19
Consolidated Edison (ED) 0.1 $219k 1.9k 113.27
Bristol Myers Squibb (BMY) 0.1 $217k 3.6k 60.67
Oracle Corporation (ORCL) 0.1 $217k 1.5k 147.23
Ford Motor Company (F) 0.1 $216k 19k 11.54
Digital Realty Trust (DLR) 0.1 $215k 1.2k 180.21
Xcel Energy (XEL) 0.1 $214k 2.7k 79.46
Goldman Sachs (GS) 0.1 $206k 243.00 848.49
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $203k 2.1k 96.70
Vanguard Index Fds Value Etf (VTV) 0.1 $202k 1.0k 196.20
Nuscale Pwr Corp Cl A Com (SMR) 0.1 $132k 12k 10.84