Chesapeake Wealth Management Portfolio Holdings
Chesapeake Wealth Management
- $289 Million
- Q4 2024
Chesapeake Wealth Management has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $289 Million distributed in 262 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 $15.1M, Microsoft Corp with a value of $12.4M, Apple Inc. with a value of $12.2M, Vanguard Sht Term Corp Bd ETF with a value of $9.54M, and Technology Sector Spdr with a value of $8.72M.
Examining the 13F form we can see an decrease of $2.4M in the current position value, from $291M to 289M.
Below you can find more details about Chesapeake Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$289 Million
ETFs: $152 Million
Technology: $47.8 Million
Healthcare: $16.3 Million
Financial Services: $15.9 Million
Consumer Cyclical: $14.4 Million
Communication Services: $11.6 Million
Industrials: $9.4 Million
Consumer Defensive: $9.18 Million
Other: $12.1 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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