Top 50 Alchemi Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 14.29% | 101.4K | $25.7M | -2.19%(-2.27K) | $263.24(+17.24%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.44% | 45.9K | $8.0M | +4.16%(+1.83K) | $186.30(+4.58%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.04% | 26.3K | $5.5M | -0.24%(-63) | $225.20(+7.76%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 3% | 59.0K | $5.4M | -2.06%(-1.24K) | $91.56(-0.14%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.64% | 12.8K | $4.7M | -0.82%(-106) | $500.79(-22.02%) | 2026-03-31 | |
| RECS | COLUMBIA ETF TR I | 2.42% | 111.7K | $4.4M | +2.48%(+2.70K) | $40.58(+7.18%) | 2026-03-31 | |
| BST | BLACKROCK SCIENCE & TECHNOLO | 2.36% | 116.8K | $4.2M | +0.87%(+1.01K) | $40.93(+18.50%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.23% | 6.2K | $4.0M | -0.24%(-15) | $674.05(+10.49%) | 2026-03-31 | |
| VBIL | VANGUARD INSTL INDEX FD | 2.14% | 50.9K | $3.9M | +0.62%(+312) | $75.52(-0.00%) | 2026-03-31 | |
| INTF | ISHARES TR | 1.94% | 89.9K | $3.5M | +4.02%(+3.47K) | $36.89(+11.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -22.92% | -54.21% |
| Top 20 Holdings Unweighted | -17.33% | -43.50% |
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