Chesapeake Wealth Management Incresed Positions in Q1 2025

Chesapeake Wealth Management

  • $278 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.9K
+ 3.8%
$95.85 - $99.25 $566K - $586K
161K $16M
IVV
Ishares Core S&P 500 ETF

ETFs
2.01K
+ 21.85%
$554.06 - $615.85 $1.11M - $1.24M
11.2K $6.31M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.78K
+ 4.72%
$77.7 - $78.94 $449K - $456K
128K $10.1M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
8.17K
+ 3.01%
$21.23 - $22.14 $173K - $181K
280K $6.17M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.59K
+ 2.65%
$105.1 - $109.61 $167K - $174K
61.7K $6.7M
TMUS
T Mobile Us, Inc.

Communication Services
113
+ 2.15%
$211.3 - $272.83 $23.9K - $30.8K
5.36K $1.43M
RTX
Raytheon Technologies Corp

Industrials
475
+ 4.05%
$114.1 - $135.66 $54.2K - $64.4K
12.2K $1.62M
XOM
Exxon Mobil Corp

Energy
394
+ 2.58%
$105.44 - $118.93 $41.5K - $46.9K
15.6K $1.86M
T
At&T Inc.

Communication Services
105
+ 0.43%
$21.56 - $28.28 $2.26K - $2.97K
24.4K $690K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.48K
+ 14.59%
$39.18 - $43.52 $97.1K - $108K
19.5K $814K
CSCO
Cisco Systems, Inc.

Technology
575
+ 3.03%
$58.74 - $64.87 $33.8K - $37.3K
19.6K $1.21M
BND
Vanguard Bd Index Fd Inc Total

ETFs
320
+ 3.49%
$71.17 - $73.66 $22.8K - $23.6K
9.5K $697K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
21
+ 0.28%
$58.01 - $64.46 $1.22K - $1.35K
7.53K $467K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
534
+ 0.42%
$36.63 - $37.45 $19.6K - $20K
127K $4.67M
SYK
Stryker Corp

Healthcare
18
+ 1.75%
$355.18 - $399.9 $6.39K - $7.2K
1.05K $389K
MPC
Marathon Petroleum Corp

Energy
55
+ 2.71%
$134.72 - $159.03 $7.41K - $8.75K
2.09K $303K
VUG
Vanguard Growth ETF

ETFs
120
+ 18.1%
$369.1 - $427.61 $44.3K - $51.3K
783 $290K
BAC
Bank Of America Corp

Financial Services
586
+ 2.08%
$39.61 - $47.74 $23.2K - $28K
28.7K $1.2M
CAT
Caterpillar Inc

Industrials
94
+ 3.66%
$326.75 - $407.63 $30.7K - $38.3K
2.66K $877K
VGT
Vanguard Information Technolog

ETFs
55
+ 3.75%
$542.38 - $646.34 $29.8K - $35.5K
1.52K $825K
ADBE
Adobe Inc.

Technology
10
+ 0.45%
$377.84 - $464.11 $3.78K - $4.64K
2.24K $859K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
936
+ 0.45%
$21.23 - $23.75 $19.9K - $22.2K
208K $4.48M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.7K
+ 1.05%
$23.16 - $27.04 $39.3K - $45.9K
164K $3.85M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.64K
+ 0.95%
$24.91 - $29.02 $40.7K - $47.4K
174K $4.37M
Activity Summary
Buys All Purchases 26 New Holdings 1 Increased Positions 25 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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