Chesapeake Wealth Management has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $273 Million distributed in 257 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $13.2M, Microsoft Corp with a value of $13M, Vanguard Sht Term Corp Bd ETF with a value of $9.71M, Apple Inc. with a value of $8.61M, and Technology Sector Spdr with a value of $7.95M.

Examining the 13F form we can see an increase of $15.1M in the current position value, from $258M to 273M.

Below you can find more details about Chesapeake Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $273 Million
ETFs: $142 Million
Technology: $43.2 Million
Healthcare: $18.5 Million
Financial Services: $15.1 Million
Consumer Cyclical: $13.2 Million
Communication Services: $10.7 Million
Industrials: $9.33 Million
Consumer Defensive: $8.44 Million
Other: $13.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 257
  • Current Value $273 Million
  • Prior Value $258 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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