Chesapeake Wealth Management Incresed Positions in Q2 2025

Chesapeake Wealth Management

  • $297 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.57K
+ 2.03%
$17.76 - $22.1 $135K - $167K
382K $8.43M
IVV
Ishares Core S&P 500 ETF

ETFs
114
+ 1.02%
$498.8 - $620.9 $56.9K - $70.8K
11.3K $7.04M
AMZN
Amazon Com Inc

Consumer Cyclical
71
+ 0.34%
$167.32 - $223.3 $11.9K - $15.9K
21K $4.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
786
+ 1.18%
$74.88 - $91.97 $58.9K - $72.3K
67.1K $6.17M
XLC
Select Sector Spdr Tr Communic

ETFs
1.77K
+ 6.86%
$86.13 - $108.53 $153K - $192K
27.6K $2.99M
XLF
Financial Sector Spdr

ETFs
5.65K
+ 9.76%
$43.92 - $52.37 $248K - $296K
63.5K $3.33M
SO
Southern CO

Utilities
4.63K
+ 145.86%
$84.91 - $92.56 $393K - $428K
7.8K $716K
XLY
Select Sector Spdr Consumer Di

ETFs
843
+ 7.7%
$176.34 - $218.59 $149K - $184K
11.8K $2.56M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.68K
+ 1.63%
$20.42 - $25.3 $54.7K - $67.8K
167K $4.22M
WMT
Walmart Inc.

Consumer Defensive
955
+ 3.92%
$81.79 - $99.98 $78.1K - $95.5K
25.3K $2.48M
RTX
Raytheon Technologies Corp

Industrials
880
+ 7.21%
$113.75 - $148.48 $100K - $131K
13.1K $1.91M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.97K
+ 41.74%
$72.02 - $73.82 $286K - $293K
13.5K $991K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.42K
+ 1.89%
$77.94 - $79.5 $189K - $192K
131K $10.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.33K
+ 3.28%
$24.38 - $30.18 $56.8K - $70.3K
73.4K $2.21M
BAC
Bank Of America Corp

Financial Services
1.64K
+ 5.71%
$34.39 - $47.46 $56.4K - $77.9K
30.4K $1.44M
CSCO
Cisco Systems, Inc.

Technology
1.13K
+ 5.75%
$53.19 - $69.38 $59.8K - $78.1K
20.7K $1.44M
IWM
Ishares Russell 2000 ETF

ETFs
110
+ 0.92%
$174.82 - $215.79 $19.2K - $23.7K
12.1K $2.61M
ISRG
Intuitive Surgical Inc

Healthcare
204
+ 9.23%
$451.58 - $565.94 $92.1K - $115K
2.42K $1.31M
VGT
Vanguard Information Technolog

ETFs
15
+ 0.99%
$470.37 - $663.28 $7.06K - $9.95K
1.54K $1.02M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.46K
+ 1.15%
$35.3 - $37.51 $51.6K - $54.9K
128K $4.81M
SYK
Stryker Corp

Healthcare
267
+ 25.55%
$337.37 - $395.63 $90.1K - $106K
1.31K $519K
LQD
Ishares Iboxx $ Investment Gra

ETFs
445
+ 0.72%
$105.23 - $109.61 $46.8K - $48.8K
62.1K $6.81M
PSA
Public Storage

Real Estate
372
+ 23.54%
$266.31 - $309.77 $99.1K - $115K
1.95K $572K
BNDX
Vanguard Total International B

ETFs
22
+ 0.02%
$48.77 - $49.55 $1.07K - $1.09K
119K $5.9M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
3.79K
+ 6.42%
$23.58 - $24.2 $89.4K - $91.7K
62.8K $1.51M
EEM
Ishares Msci Emerging Markets

ETFs
180
+ 1.22%
$38.52 - $48.28 $6.93K - $8.69K
14.9K $719K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
84
+ 0.08%
$38.18 - $45.52 $3.21K - $3.82K
99.5K $4.35M
COF
Capital One Financial Corp

Financial Services
25
+ 2.09%
$150.57 - $212.76 $3.76K - $5.32K
1.22K $259K
MA
Mastercard Inc

Financial Services
13
+ 0.51%
$479.92 - $590.74 $6.24K - $7.68K
2.56K $1.44M
AOR
Ishares Tr Core Growth Allocat

ETFs
345
+ 8.01%
$53.36 - $61.57 $18.4K - $21.2K
4.65K $286K
SHW
Sherwin Williams CO

Basic Materials
144
+ 4.98%
$313.51 - $363.51 $45.1K - $52.3K
3.03K $1.04M
IYJ
Ishares Tr

ETFs
60
+ 3.06%
$115.07 - $142.31 $6.9K - $8.54K
2.02K $287K
ADBE
Adobe Inc.

Technology
42
+ 1.87%
$340.0 - $420.68 $14.3K - $17.7K
2.28K $883K
VNQ
Vanguard Specialized Funds Van

ETFs
288
+ 3.16%
$79.79 - $91.42 $23K - $26.3K
9.41K $838K
APD
Air Products & Chemicals, Inc.

Basic Materials
4
+ 0.19%
$248.61 - $294.96 $994 - $1.18K
2.12K $596K
XLV
Select Sector Spdr Fund Health

ETFs
1.18K
+ 6.56%
$128.77 - $144.3 $152K - $170K
19.2K $2.59M
XLE
Energy Sector Spdr

ETFs
602
+ 5.13%
$76.44 - $94.13 $46K - $56.7K
12.3K $1.05M
TMUS
T Mobile Us, Inc.

Communication Services
339
+ 6.32%
$220.99 - $268.54 $74.9K - $91K
5.7K $1.36M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.59K
+ 2.47%
$24.32 - $27.87 $63K - $72.2K
108K $2.85M
COP
Conocophillips

Energy
43
+ 0.6%
$82.66 - $106.1 $3.55K - $4.56K
7.16K $642K
ABBV
Abb Vie Inc.

Healthcare
680
+ 4.95%
$170.16 - $206.27 $116K - $140K
14.4K $2.68M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 0.4%
$483.48 - $539.8 $12.6K - $14K
6.45K $3.14M
Activity Summary
Buys All Purchases 49 New Holdings 6 Increased Positions 43 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Chesapeake Wealth Management Portfolio

Follow Chesapeake Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chesapeake Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Chesapeake Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email