Chesapeake Wealth Management Reduced Holdings in Q2 2025

Chesapeake Wealth Management

  • $297 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IYC
Ishares U.S. Consumer Discreti

ETFs
-210
- 6.12%
$79.19 - $99.64 $16.6K - $20.9K
3.22K $320K
CTAS
Cintas Corp

Industrials
-15
- 0.97%
$190.11 - $227.66 $2.85K - $3.41K
1.53K $340K
AMP
Ameriprise Financial Inc

Financial Services
-10
- 1.6%
$422.19 - $533.73 $4.22K - $5.34K
615 $328K
WFC
Wells Fargo & Company

Financial Services
-100
- 2.3%
$60.98 - $80.12 $6.1K - $8.01K
4.24K $339K
IVW
Ishares S&P 500 Growth ETF

ETFs
-140
- 4.78%
$82.96 - $110.1 $11.6K - $15.4K
2.79K $307K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-188
- 2.5%
$55.54 - $69.09 $10.4K - $13K
7.34K $507K
ICE
Intercontinental Exchange, Inc.

Financial Services
-15
- 0.37%
$151.62 - $183.47 $2.27K - $2.75K
4.02K $736K
VUG
Vanguard Growth ETF

ETFs
-16
- 2.04%
$329.49 - $438.4 $5.27K - $7.01K
767 $336K
IYF
Ishares Tr

ETFs
-222
- 2.33%
$99.23 - $120.99 $22K - $26.9K
9.3K $1.13M
NOW
Service Now, Inc.

Technology
-12
- 4.2%
$721.65 - $1040.18 $8.66K - $12.5K
274 $281K
GD
General Dynamics Corp

Industrials
-15
- 0.44%
$247.68 - $291.66 $3.72K - $4.37K
3.41K $995K
DIS
Walt Disney CO

Communication Services
-136
- 3.93%
$81.72 - $124.01 $11.1K - $16.9K
3.32K $411K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-150
- 0.47%
$19.6 - $24.44 $2.94K - $3.67K
31.5K $769K
SNPS
Synopsys Inc

Technology
-76
- 5.03%
$380.9 - $517.66 $28.9K - $39.3K
1.44K $736K
PM
Philip Morris International Inc.

Consumer Defensive
-25
- 0.59%
$149.23 - $184.95 $3.73K - $4.62K
4.21K $766K
IBM
International Business Machines Corp

Technology
-35
- 1.54%
$221.03 - $294.78 $7.74K - $10.3K
2.24K $661K
IYW
Ishares Dj Us Tech ETF

ETFs
-80
- 2.25%
$122.57 - $173.27 $9.81K - $13.9K
3.47K $601K
AXP
American Express CO

Financial Services
-356
- 5.9%
$231.39 - $318.98 $82.4K - $114K
5.68K $1.81M
IWV
Ishares Russell 3000 ETF

ETFs
-504
- 4.33%
$281.67 - $351.0 $142K - $177K
11.1K $3.91M
MS
Morgan Stanley

Financial Services
-622
- 4.23%
$99.83 - $140.86 $62.1K - $87.6K
14.1K $1.98M
XLI
Industrial Sector Spdr

ETFs
-195
- 1.05%
$116.42 - $147.52 $22.7K - $28.8K
18.4K $2.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
-205
- 2.73%
$496.48 - $617.85 $102K - $127K
7.3K $4.51M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.39K
- 2.59%
$19.1 - $23.83 $103K - $128K
203K $4.83M
JPM
Jpmorgan Chase & CO

Financial Services
-262
- 2.61%
$210.28 - $289.91 $55.1K - $76K
9.78K $2.83M
GOOGL
Alphabet Inc.

Communication Services
-608
- 2.35%
$144.7 - $178.6 $88K - $109K
25.3K $4.45M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-55
- 0.07%
$72.96 - $90.39 $4.01K - $4.97K
75K $6.7M
META
Meta Platforms, Inc.

Communication Services
-261
- 5.34%
$484.66 - $738.09 $126K - $193K
4.63K $3.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.38K
- 0.79%
$22.27 - $29.21 $30.6K - $40.2K
173K $5.05M
ORCL
Oracle Corp

Technology
-70
- 0.47%
$122.82 - $218.63 $8.6K - $15.3K
14.8K $3.23M
AVGO
Broadcom Inc.

Technology
-1.22K
- 7.95%
$146.29 - $275.65 $178K - $335K
14.1K $3.88M
XLK
Technology Sector Spdr

ETFs
-521
- 1.4%
$179.73 - $253.23 $93.6K - $132K
36.8K $9.32M
NVDA
Nvidia Corp

Technology
-673
- 1.13%
$94.31 - $157.99 $63.5K - $106K
58.7K $9.27M
MSFT
Microsoft Corp

Technology
-367
- 1.27%
$354.56 - $497.45 $130K - $183K
28.5K $14.2M
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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