Chesapeake Wealth Management Reduced Holdings in Q2 2025

Chesapeake Wealth Management

  • $297 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-343
- 7.77%
$274.35 - $599.47 $94.1K - $206K
4.07K $1.27M
AAPL
Apple Inc.

Technology
-287
- 0.6%
$172.42 - $223.89 $49.5K - $64.3K
47.2K $9.69M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-103
- 2.61%
$390.26 - $489.06 $40.2K - $50.4K
3.85K $1.56M
CVX
Chevron Corp

Energy
-109
- 0.73%
$133.73 - $168.51 $14.6K - $18.4K
14.8K $2.12M
MCD
Mcdonalds Corp

Consumer Cyclical
-384
- 3.56%
$285.55 - $321.23 $110K - $123K
10.4K $3.04M
MRK
Merck & Co., Inc.

Healthcare
-689
- 4.38%
$73.47 - $87.12 $50.6K - $60K
15K $1.19M
PG
Procter & Gamble CO

Consumer Defensive
-180
- 1.19%
$157.66 - $172.39 $28.4K - $31K
15K $2.38M
XOM
Exxon Mobil Corp

Energy
-154
- 0.98%
$99.93 - $119.04 $15.4K - $18.3K
15.5K $1.67M
LLY
Eli Lilly & CO

Healthcare
-45
- 1.43%
$713.71 - $898.95 $32.1K - $40.5K
3.1K $2.41M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-8.4K
- 3.0%
$21.55 - $22.2 $181K - $186K
271K $5.99M
JNJ
Johnson & Johnson

Healthcare
-175
- 2.24%
$146.36 - $159.82 $25.6K - $28K
7.64K $1.17M
PEP
Pepsico Inc

Consumer Defensive
-276
- 5.55%
$128.02 - $151.37 $35.3K - $41.8K
4.69K $619K
BMY
Bristol Myers Squibb CO

Healthcare
-275
- 3.65%
$44.12 - $59.6 $12.1K - $16.4K
7.25K $335K
AMGN
Amgen Inc

Healthcare
-20
- 0.58%
$262.28 - $309.85 $5.25K - $6.2K
3.42K $956K
UNP
Union Pacific Corp

Industrials
-215
- 2.74%
$208.27 - $238.46 $44.8K - $51.3K
7.64K $1.76M
HD
Home Depot, Inc.

Consumer Cyclical
-233
- 3.25%
$335.24 - $380.78 $78.1K - $88.7K
6.93K $2.54M
ADP
Automatic Data Processing Inc

Industrials
-274
- 27.51%
$276.76 - $326.81 $75.8K - $89.5K
722 $222K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-3.85K
- 2.69%
$22.68 - $23.28 $87.2K - $89.5K
139K $3.23M
PLD
Prologis, Inc.

Real Estate
-413
- 9.42%
$89.76 - $112.34 $37.1K - $46.4K
3.97K $417K
VZ
Verizon Communications Inc

Communication Services
-775
- 4.44%
$41.67 - $45.62 $32.3K - $35.4K
16.7K $721K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.02K
- 5.22%
$37.08 - $42.26 $37.7K - $42.9K
18.4K $763K
NEE
Nextera Energy Inc

Utilities
-41
- 0.14%
$64.11 - $75.0 $2.63K - $3.08K
28.4K $1.97M
MUB
Ishares National Muni Bond ETF

ETFs
-348
- 7.78%
$102.31 - $105.8 $35.6K - $36.8K
4.13K $430K
KO
Coca Cola CO

Consumer Defensive
-288
- 1.25%
$68.37 - $73.9 $19.7K - $21.3K
22.7K $1.61M
AFL
Aflac Inc

Financial Services
-60
- 1.22%
$99.77 - $112.45 $5.99K - $6.75K
4.87K $513K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-455
- 8.61%
$63.54 - $68.5 $28.9K - $31.2K
4.83K $325K
D
Dominion Energy, Inc

Utilities
-529
- 10.73%
$49.66 - $58.0 $26.3K - $30.7K
4.4K $248K
XLB
Select Sector Spdr Fd Material

ETFs
-537
- 5.12%
$74.27 - $88.92 $39.9K - $47.8K
9.95K $873K
V
Visa Inc.

Financial Services
-79
- 5.16%
$308.27 - $373.31 $24.4K - $29.5K
1.45K $515K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-183
- 11.14%
$152.93 - $181.74 $28K - $33.3K
1.46K $265K
TJX
Tjx Companies Inc

Consumer Cyclical
-310
- 2.6%
$119.13 - $135.03 $36.9K - $41.9K
11.6K $1.43M
CL
Colgate Palmolive CO

Consumer Defensive
-25
- 0.51%
$87.57 - $96.0 $2.19K - $2.4K
4.86K $441K
WM
Waste Management Inc

Industrials
-51
- 3.82%
$216.47 - $242.1 $11K - $12.3K
1.29K $294K
FISV
Fiserv Inc

Technology
-113
- 2.71%
N/A
4.06K $507K
HON
Honeywell International Inc

Industrials
-158
- 11.86%
$182.86 - $232.88 $28.9K - $36.8K
1.17K $273K
DUK
Duke Energy Corp

Utilities
-15
- 0.85%
$112.46 - $124.05 $1.69K - $1.86K
1.75K $206K
ITW
Illinois Tool Works Inc

Industrials
-25
- 1.39%
$218.41 - $252.43 $5.46K - $6.31K
1.77K $437K
TXN
Texas Instruments Inc

Technology
-31
- 0.45%
N/A
6.89K $1.34M
XLU
Utilities Sector Spdr

ETFs
-448
- 4.02%
$73.09 - $82.77 $32.7K - $37.1K
10.7K $872K
XLP
Consumer Staples Sector Spdr

ETFs
-31
- 0.17%
N/A
18K $1.37M
Linde PLC
-20
- 1.19%
N/A
1.66K $0
Blackrock Inc
-33
- 3.29%
N/A
971 $0
IVE
Ishares S&P 500 Value ETF

ETFs
-17
- 1.23%
$168.34 - $195.42 $2.86K - $3.32K
1.37K $266K
ABT
Abbott Laboratories

Healthcare
-100
- 1.93%
$123.95 - $138.08 $12.4K - $13.8K
5.09K $692K
VLO
Valero Energy Corp

Energy
-45
- 0.94%
$104.69 - $141.77 $4.71K - $6.38K
4.75K $638K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-363
- 0.23%
$96.84 - $99.46 $35.2K - $36.1K
161K $16M
BX
Blackstone Inc.

Financial Services
-30
- 1.85%
$120.07 - $151.11 $3.6K - $4.53K
1.59K $238K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-730
- 2.18%
$23.55 - $27.67 $17.2K - $20.2K
32.8K $906K
GOOG
Alphabet Inc.

Communication Services
-150
- 7.14%
$146.58 - $180.01 $22K - $27K
1.95K $345K
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
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