Chesapeake Wealth Management Portfolio Holdings
Chesapeake Wealth Management
- $291 Million
- Q3 2024
Chesapeake Wealth Management has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $291 Million distributed in 260 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $14.7M, Microsoft Corp with a value of $13M, Apple Inc. with a value of $11.5M, Vanguard Sht Term Corp Bd ETF with a value of $9.45M, and Technology Sector Spdr with a value of $8.64M.
Examining the 13F form we can see an increase of $16.9M in the current position value, from $275M to 291M.
Below you can find more details about Chesapeake Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$291 Million
ETFs: $151 Million
Technology: $46.7 Million
Healthcare: $18.8 Million
Financial Services: $15.9 Million
Consumer Cyclical: $13.8 Million
Communication Services: $11.2 Million
Industrials: $9.98 Million
Consumer Defensive: $9.67 Million
Other: $14.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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