Chesapeake Wealth Management Reduced Holdings in Q1 2025

Chesapeake Wealth Management

  • $278 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-3.9K
- 6.16%
$106.98 - $149.43 $417K - $582K
59.4K $6.43M
AAPL
Apple Inc.

Technology
-1.02K
- 2.1%
$209.68 - $247.1 $213K - $252K
47.5K $10.6M
MSFT
Microsoft Corp

Technology
-557
- 1.89%
$375.39 - $447.2 $209K - $249K
28.9K $10.9M
AVGO
Broadcom Inc.

Technology
-862
- 5.34%
$167.43 - $244.7 $144K - $211K
15.3K $2.56M
GOOGL
Alphabet Inc.

Communication Services
-876
- 3.28%
$154.33 - $206.19 $135K - $181K
25.9K $4M
XLK
Technology Sector Spdr

ETFs
-169
- 0.45%
$206.38 - $242.18 $34.9K - $40.9K
37.3K $7.71M
AMZN
Amazon Com Inc

Consumer Cyclical
-737
- 3.41%
$190.26 - $242.06 $140K - $178K
20.9K $3.97M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.14K
- 4.52%
$82.81 - $92.93 $260K - $292K
66.3K $5.64M
IWM
Ishares Russell 2000 ETF

ETFs
-969
- 7.49%
$198.1 - $229.79 $192K - $223K
12K $2.39M
ORCL
Oracle Corp

Technology
-200
- 1.33%
$139.81 - $186.47 $28K - $37.3K
14.8K $2.07M
XLY
Select Sector Spdr Consumer Di

ETFs
-195
- 1.75%
$192.6 - $233.2 $37.6K - $45.5K
10.9K $2.16M
IWV
Ishares Russell 3000 ETF

ETFs
-417
- 3.46%
$313.1 - $349.83 $131K - $146K
11.6K $3.7M
ACN
Accenture PLC

Technology
-175
- 2.54%
$300.91 - $398.25 $52.7K - $69.7K
6.73K $2.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-126
- 1.65%
$551.42 - $612.93 $69.5K - $77.2K
7.51K $4.2M
MUB
Ishares National Muni Bond ETF

ETFs
-2.38K
- 34.7%
$104.71 - $107.69 $249K - $256K
4.47K $471K
HD
Home Depot, Inc.

Consumer Cyclical
-219
- 2.97%
$347.25 - $424.87 $76K - $93K
7.16K $2.62M
META
Meta Platforms, Inc.

Communication Services
-300
- 5.78%
$576.36 - $736.67 $173K - $221K
4.89K $2.82M
AXP
American Express CO

Financial Services
-235
- 3.75%
$255.39 - $325.87 $60K - $76.6K
6.04K $1.62M
MRK
Merck & Co., Inc.

Healthcare
-450
- 2.78%
$83.01 - $101.02 $37.4K - $45.5K
15.7K $1.41M
SNPS
Synopsys Inc

Technology
-220
- 12.7%
$428.58 - $551.54 $94.3K - $121K
1.51K $648K
MS
Morgan Stanley

Financial Services
-313
- 2.09%
$111.68 - $141.08 $35K - $44.2K
14.7K $1.71M
GILD
Gilead Sciences, Inc.

Healthcare
-2.33K
- 49.89%
$89.14 - $117.41 $208K - $273K
2.34K $261K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-137
- 3.35%
$497.6 - $606.74 $68.2K - $83.1K
3.95K $1.97M
IYJ
Ishares Tr

ETFs
-1.03K
- 34.48%
$127.48 - $142.0 $132K - $147K
1.96K $255K
WMT
Walmart Inc.

Consumer Defensive
-822
- 3.26%
$84.5 - $105.05 $69.5K - $86.4K
24.4K $2.14M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.21K
- 4.48%
$94.84 - $105.31 $115K - $127K
25.8K $2.49M
ISRG
Intuitive Surgical Inc

Healthcare
-114
- 4.9%
$476.63 - $610.45 $54.3K - $69.6K
2.21K $1.1M
IYF
Ishares Tr

ETFs
-1.26K
- 11.64%
$107.69 - $119.37 $135K - $150K
9.52K $1.07M
PLD
Prologis, Inc.

Real Estate
-1.29K
- 22.7%
$103.59 - $124.04 $133K - $160K
4.38K $489K
TXN
Texas Instruments Inc

Technology
-510
- 6.87%
N/A
6.92K $1.35M
SRE
Sempra Energy

Utilities
-125
- 2.42%
$67.85 - $87.67 $8.48K - $11K
5.04K $359K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-92
- 5.08%
$507.05 - $563.67 $46.6K - $51.9K
1.72K $883K
IYC
Ishares U.S. Consumer Discreti

ETFs
-642
- 15.77%
$85.71 - $101.2 $55K - $65K
3.43K $302K
NOW
Service Now, Inc.

Technology
-10
- 3.38%
$783.83 - $1170.39 $7.84K - $11.7K
286 $227K
JPM
Jpmorgan Chase & CO

Financial Services
-545
- 5.15%
$225.19 - $279.95 $123K - $153K
10K $2.46M
NEE
Nextera Energy Inc

Utilities
-723
- 2.48%
$66.96 - $76.16 $48.4K - $55.1K
28.4K $2.01M
DIS
Walt Disney CO

Communication Services
-285
- 7.61%
$96.87 - $114.0 $27.6K - $32.5K
3.46K $341K
IYW
Ishares Dj Us Tech ETF

ETFs
-34
- 0.95%
$140.44 - $166.79 $4.77K - $5.67K
3.55K $498K
XLP
Consumer Staples Sector Spdr

ETFs
-934
- 4.92%
N/A
18K $1.37M
HON
Honeywell International Inc

Industrials
-200
- 13.05%
$202.75 - $226.52 $40.6K - $45.3K
1.33K $282K
FISV
Fiserv Inc

Technology
-496
- 10.63%
N/A
4.17K $521K
XLB
Select Sector Spdr Fd Material

ETFs
-943
- 8.25%
$83.19 - $90.99 $78.4K - $85.8K
10.5K $901K
LHX
L3 Harris Technologies, Inc.

Industrials
-260
- 5.32%
$194.65 - $222.86 $50.6K - $57.9K
4.63K $968K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-50
- 0.14%
$25.58 - $29.24 $1.28K - $1.46K
35.5K $929K
GD
General Dynamics Corp

Industrials
-290
- 7.8%
$241.94 - $272.58 $70.2K - $79K
3.43K $934K
XLI
Industrial Sector Spdr

ETFs
-231
- 1.23%
$128.78 - $141.67 $29.7K - $32.7K
18.6K $2.44M
MA
Mastercard Inc

Financial Services
-175
- 6.44%
$504.67 - $576.31 $88.3K - $101K
2.54K $1.39M
UNP
Union Pacific Corp

Industrials
-443
- 5.34%
$225.21 - $254.42 $99.8K - $113K
7.85K $1.85M
AMP
Ameriprise Financial Inc

Financial Services
-10
- 1.57%
$472.29 - $575.13 $4.72K - $5.75K
625 $302K
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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