Chesapeake Wealth Management Portfolio Holdings
Chesapeake Wealth Management
- $297 Million
- Q2 2025
Chesapeake Wealth Management has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $297 Million distributed in 259 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 $16M, Microsoft Corp with a value of $14.2M, Vanguard Sht Term Corp Bd ETF with a value of $10.4M, Apple Inc. with a value of $9.69M, and Technology Sector Spdr with a value of $9.32M.
Examining the 13F form we can see an increase of $19.4M in the current position value, from $278M to 297M.
Below you can find more details about Chesapeake Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$297 Million
ETFs: $162 Million
Technology: $48 Million
Financial Services: $16.8 Million
Healthcare: $14.3 Million
Consumer Cyclical: $13.5 Million
Communication Services: $11.4 Million
Industrials: $10.4 Million
Consumer Defensive: $9.47 Million
Other: $11.7 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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