Chesapeake Wealth Management Incresed Positions in Q3 2025

Chesapeake Wealth Management

  • $326 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.76K
+ 24.34%
$620.67 - $670.08 $1.71M - $1.85M
14.1K $9.43M
XLK
Technology Sector Spdr

ETFs
1.92K
+ 5.22%
$250.97 - $282.66 $482K - $543K
38.7K $10.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.7K
+ 8.51%
$97.75 - $100.75 $1.34M - $1.38M
175K $17.5M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.33K
+ 13.41%
$107.66 - $112.36 $897K - $936K
70.4K $7.85M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.6K
+ 3.83%
$21.69 - $23.34 $317K - $341K
396K $9.22M
ABBV
Abb Vie Inc.

Healthcare
305
+ 2.12%
$184.85 - $231.54 $56.4K - $70.6K
14.7K $3.41M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.29K
+ 4.37%
$25.29 - $28.33 $184K - $206K
174K $4.86M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.31K
+ 4.84%
$78.96 - $80.04 $498K - $505K
137K $10.9M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
5.9K
+ 5.93%
$43.65 - $46.42 $258K - $274K
105K $4.89M
SPY
Spdr S&P 500 ETF Trust

ETFs
241
+ 3.3%
$617.65 - $666.84 $149K - $161K
7.54K $5.02M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.04K
+ 3.03%
$92.26 - $97.51 $188K - $199K
69.2K $6.68M
XLC
Select Sector Spdr Tr Communic

ETFs
1.1K
+ 3.98%
$105.99 - $119.41 $116K - $131K
28.7K $3.4M
XLY
Select Sector Spdr Consumer Di

ETFs
472
+ 4.0%
$216.09 - $242.18 $102K - $114K
12.3K $2.94M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
12.2K
+ 4.51%
$21.77 - $22.57 $266K - $276K
283K $6.36M
BNDX
Vanguard Total International B

ETFs
6.95K
+ 5.84%
$49.0 - $49.51 $341K - $344K
126K $6.23M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.96K
+ 4.03%
$30.13 - $33.37 $89.2K - $98.8K
76.4K $2.55M
IWM
Ishares Russell 2000 ETF

ETFs
34
+ 0.28%
$214.92 - $244.84 $7.31K - $8.32K
12.1K $2.93M
CAT
Caterpillar Inc

Industrials
60
+ 1.95%
$390.92 - $477.15 $23.5K - $28.6K
3.13K $1.49M
RTX
Raytheon Technologies Corp

Industrials
60
+ 0.46%
$144.19 - $167.33 $8.65K - $10K
13.1K $2.2M
CVX
Chevron Corp

Energy
616
+ 4.16%
$145.57 - $161.83 $89.7K - $99.7K
15.4K $2.39M
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 0.27%
$357.4 - $423.42 $6.79K - $8.04K
6.95K $2.81M
TJX
Tjx Companies Inc

Consumer Cyclical
121
+ 1.04%
$121.35 - $144.54 $14.7K - $17.5K
11.7K $1.7M
JNJ
Johnson & Johnson

Healthcare
65
+ 0.85%
$155.17 - $185.42 $10.1K - $12.1K
7.7K $1.43M
JPM
Jpmorgan Chase & CO

Financial Services
39
+ 0.4%
$282.78 - $316.06 $11K - $12.3K
9.82K $3.1M
XLF
Financial Sector Spdr

ETFs
3.04K
+ 4.78%
$51.37 - $54.25 $156K - $165K
66.6K $3.59M
MS
Morgan Stanley

Financial Services
23
+ 0.16%
$139.09 - $161.16 $3.2K - $3.71K
14.1K $2.24M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.3K
+ 4.13%
$37.14 - $37.85 $197K - $201K
134K $5.05M
XLI
Industrial Sector Spdr

ETFs
491
+ 2.67%
$147.94 - $154.99 $72.6K - $76.1K
18.9K $2.91M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.47K
+ 18.34%
$72.57 - $74.72 $179K - $185K
15.9K $1.19M
MCD
Mcdonalds Corp

Consumer Cyclical
174
+ 1.67%
$291.67 - $316.99 $50.8K - $55.2K
10.6K $3.22M
NEE
Nextera Energy Inc

Utilities
6
+ 0.02%
$69.77 - $77.54 $419 - $465
28.4K $2.14M
VTI
Vanguard Total Stock Market Et

ETFs
235
+ 6.18%
$303.93 - $329.86 $71.4K - $77.5K
4.04K $1.33M
VGT
Vanguard Information Technolog

ETFs
40
+ 2.6%
$656.44 - $753.15 $26.3K - $30.1K
1.58K $1.18M
XLV
Select Sector Spdr Fund Health

ETFs
356
+ 1.86%
$129.01 - $139.72 $45.9K - $49.7K
19.5K $2.72M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.62K
+ 8.0%
$27.61 - $29.15 $72.3K - $76.4K
35.4K $1.03M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
650
+ 33.94%
$134.94 - $145.86 $87.7K - $94.8K
2.57K $373K
EEM
Ishares Msci Emerging Markets

ETFs
387
+ 2.6%
$48.07 - $53.4 $18.6K - $20.7K
15.3K $816K
XLE
Energy Sector Spdr

ETFs
380
+ 3.08%
$84.25 - $91.99 $32K - $35K
12.7K $1.14M
XLU
Utilities Sector Spdr

ETFs
270
+ 2.53%
$81.14 - $87.32 $21.9K - $23.6K
11K $955K
LOW
Lowes Companies Inc

Consumer Cyclical
40
+ 1.76%
$215.01 - $273.02 $8.6K - $10.9K
2.32K $582K
XLP
Consumer Staples Sector Spdr

ETFs
907
+ 5.04%
N/A
18.9K $1.44M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
2.35K
+ 3.74%
$23.9 - $24.45 $56.2K - $57.5K
65.2K $1.58M
MUB
Ishares National Muni Bond ETF

ETFs
500
+ 12.12%
$103.24 - $106.68 $51.6K - $53.3K
4.63K $492K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
30
+ 0.09%
$28.15 - $30.13 $845 - $904
35.1K $1.04M
UNP
Union Pacific Corp

Industrials
18
+ 0.24%
$214.91 - $237.16 $3.87K - $4.27K
7.66K $1.81M
SO
Southern CO

Utilities
265
+ 3.4%
$90.83 - $96.0 $24.1K - $25.4K
8.07K $764K
TMUS
T Mobile Us, Inc.

Communication Services
161
+ 2.82%
$226.02 - $259.01 $36.4K - $41.7K
5.86K $1.4M
PEP
Pepsico Inc

Consumer Defensive
28
+ 0.6%
$133.81 - $152.16 $3.75K - $4.26K
4.72K $663K
VNQ
Vanguard Specialized Funds Van

ETFs
248
+ 2.64%
$88.47 - $93.24 $21.9K - $23.1K
9.66K $882K
Activity Summary
Buys All Purchases 76 New Holdings 4 Increased Positions 72 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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