Chesapeake Wealth Management Portfolio Holdings
Chesapeake Wealth Management
- $275 Million
- Q2 2024
Chesapeake Wealth Management has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $275 Million distributed in 256 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.6M, Ishares Core U.S. Aggregate Bo with a value of $13.1M, Apple Inc. with a value of $10.6M, Vanguard Sht Term Corp Bd ETF with a value of $9.87M, and Technology Sector Spdr with a value of $9.2M.
Examining the 13F form we can see an increase of $1.33M in the current position value, from $273M to 275M.
Below you can find more details about Chesapeake Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$275 Million
ETFs: $142 Million
Technology: $46.3 Million
Healthcare: $17.5 Million
Financial Services: $14.4 Million
Consumer Cyclical: $12.6 Million
Communication Services: $11.1 Million
Industrials: $9.33 Million
Consumer Defensive: $8.77 Million
Other: $12.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|