Chesapeake Wealth Management Purchases in Q4 2024

Chesapeake Wealth Management

  • $289 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
3.8K
New
$280.04 - $302.45 $1.06M - $1.15M
3.8K $1.1M
VGT
Vanguard Information Technolog

ETFs
1.47K
New
$571.78 - $647.97 $839K - $951K
1.47K $912K
TSLA
Tesla, Inc.

Consumer Cyclical
212
+ 7.99%
$213.65 - $479.86 $45.3K - $102K
2.87K $1.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
705
+ 63.74%
$521.84 - $558.82 $368K - $394K
1.81K $975K
SCHG
Schwab Strategic Tr Us Large C

ETFs
130K
+ 304.61%
$25.93 - $105.3 $3.37M - $13.7M
173K $4.81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.78K
+ 6.71%
$96.64 - $101.23 $945K - $990K
155K $15.1M
VUG
Vanguard Growth ETF

ETFs
663
New
$378.79 - $428.11 $251K - $284K
663 $272K
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.44K
+ 77.99%
$40.06 - $45.21 $298K - $336K
17K $690K
MRVL
Marvell Technology, Inc.

Technology
2.39K
New
$70.31 - $124.78 $168K - $298K
2.39K $263K
COF
Capital One Financial Corp

Financial Services
1.25K
New
$145.19 - $192.01 $181K - $239K
1.25K $222K
EMR
Emerson Electric CO

Industrials
1.67K
New
$108.13 - $134.33 $180K - $224K
1.67K $206K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.79K
+ 43.66%
$71.75 - $75.11 $200K - $210K
9.18K $660K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
139K
+ 201.92%
$22.01 - $66.82 $3.05M - $9.26M
207K $4.7M
RTX
Raytheon Technologies Corp

Industrials
1.6K
+ 15.8%
$114.45 - $127.21 $183K - $204K
11.7K $1.36M
BAC
Bank Of America Corp

Financial Services
51
+ 0.18%
$39.22 - $47.77 $2K - $2.44K
28.1K $1.24M
MUB
Ishares National Muni Bond ETF

ETFs
1.18K
+ 20.7%
$105.78 - $108.7 $124K - $128K
6.85K $729K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.37K
+ 2.83%
$77.86 - $79.27 $263K - $267K
122K $9.54M
TMUS
T Mobile Us, Inc.

Communication Services
25
+ 0.48%
$206.1 - $246.94 $5.15K - $6.17K
5.25K $1.16M
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 0.56%
$471.27 - $550.62 $6.13K - $7.16K
2.33K $1.21M
WFC
Wells Fargo & Company

Financial Services
74
+ 1.73%
$54.98 - $77.35 $4.07K - $5.72K
4.34K $304K
BNDX
Vanguard Total International B

ETFs
4.05K
+ 3.6%
$48.91 - $50.61 $198K - $205K
117K $5.72M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.63K
+ 2.6%
$40.97 - $42.66 $108K - $112K
103K $4.28M
SUB
Ishares Short Term National Mu

ETFs
450
+ 10.0%
$104.94 - $106.2 $47.2K - $47.8K
4.95K $522K
SYK
Stryker Corp

Healthcare
85
+ 9.02%
$345.14 - $392.15 $29.3K - $33.3K
1.03K $369K
PNC
Pnc Financial Services Group, Inc.

Financial Services
65
+ 4.83%
$178.39 - $215.0 $11.6K - $14K
1.41K $272K
SCHX
Schwab Strategic Tr Us Large C

ETFs
21K
+ 198.02%
$22.4 - $68.28 $471K - $1.44M
31.7K $733K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
361
+ 4.2%
$22.39 - $23.45 $8.08K - $8.47K
8.95K $205K
Blackrock Inc
1.09K
New
N/A
1.09K $0
Linde PLC
30
+ 1.82%
N/A
1.68K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.22K
+ 5.67%
$106.56 - $113.11 $343K - $364K
60.1K $6.42M
SCHV
Schwab Strategic Tr Us Large C

ETFs
22.6K
+ 204.3%
$25.79 - $80.4 $582K - $1.81M
33.6K $875K
SCHA
Schwab Strategic Tr Us Small C

ETFs
80.6K
+ 98.55%
$25.33 - $51.16 $2.04M - $4.12M
162K $4.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 0.14%
$285.5 - $335.62 $857 - $1.01K
2.19K $635K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
340
+ 4.74%
$58.88 - $64.8 $20K - $22K
7.51K $442K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
23.3K
+ 190.9%
$27.54 - $83.04 $642K - $1.94M
35.5K $984K
CAT
Caterpillar Inc

Industrials
87
+ 3.51%
$360.37 - $416.88 $31.4K - $36.3K
2.57K $931K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.52K
+ 1.22%
$36.54 - $37.53 $55.6K - $57.1K
126K $4.65M
PSA
Public Storage

Real Estate
142
+ 9.23%
$289.33 - $360.21 $41.1K - $51.1K
1.68K $503K
XLI
Industrial Sector Spdr

ETFs
87
+ 0.46%
$131.76 - $143.99 $11.5K - $12.5K
18.8K $2.48M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
71.3K
+ 203.07%
$26.93 - $84.95 $1.92M - $6.06M
106K $2.91M
VNQ
Vanguard Specialized Funds Van

ETFs
173
+ 1.9%
$87.85 - $98.6 $15.2K - $17.1K
9.3K $828K
XOM
Exxon Mobil Corp

Energy
697
+ 4.79%
$105.51 - $125.37 $73.5K - $87.4K
15.2K $1.64M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
8.04K
+ 3.05%
$21.43 - $22.55 $172K - $181K
271K $5.85M
UNP
Union Pacific Corp

Industrials
176
+ 2.17%
$223.15 - $249.32 $39.3K - $43.9K
8.3K $1.89M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
832
+ 1.18%
$26.63 - $30.23 $22.2K - $25.2K
71.3K $1.9M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
71.3K
+ 96.45%
$22.63 - $47.53 $1.61M - $3.39M
145K $3.29M
KO
Coca Cola CO

Consumer Defensive
141
+ 0.6%
$61.74 - $71.71 $8.71K - $10.1K
23.6K $1.47M
EFA
Ishares Tr Msci Eafe ETF

ETFs
187
+ 0.25%
$75.1 - $82.99 $14K - $15.5K
75.5K $5.71M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
189K
+ 97.48%
$18.41 - $40.87 $3.49M - $7.74M
384K $7.1M
Activity Summary
Buys All Purchases 50 New Holdings 8 Increased Positions 42 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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