MondegarAI
Chesapeake Wealth Management

Q2 2024 · 13F-HR

Chesapeake Wealth Managementholdings as filed

Filed 2024-08-13 · accession 0001730383-24-000003

$275.8M
Reported value
155
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$13.6M4.92%30,325CommonSOLE
464287226AGGISHARES TR$13.1M4.74%134,775CommonSOLE
037833100AAPLAPPLE INC$10.6M3.83%50,098CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$9.9M3.58%127,761CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$9.2M3.34%40,657CommonSOLE
67066G104NVDANVIDIA CORPORATION$8.5M3.07%68,540CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$7.5M2.70%194,111CommonSOLE
464287242LQDISHARES TR$6.0M2.16%55,679CommonSOLE
464287465EFAISHARES TR$5.9M2.14%75,226CommonSOLE
78464A383SPMBSPDR SER TR$5.7M2.06%263,377CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$5.3M1.91%108,366CommonSOLE
02079K305GOOGLALPHABET INC$5.2M1.88%28,440CommonSOLE
464287499IWRISHARES TR$4.9M1.79%60,739CommonSOLE
46435U853USHYISHARES TR$4.4M1.58%120,434CommonSOLE
023135106AMZNAMAZON COM INC$4.4M1.58%22,562CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$4.3M1.56%68,426CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.3M1.55%7,865CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$4.3M1.54%42,243CommonSOLE
464287689IWVISHARES TR$4.1M1.48%13,194CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$3.8M1.39%80,664CommonSOLE
233051200DBEFDBX ETF TR$3.7M1.34%89,442CommonSOLE
464287200IVVISHARES TR$3.2M1.18%5,931CommonSOLE
532457108LLYELI LILLY & CO$3.2M1.16%3,537CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$3.2M1.15%69,873CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$3.1M1.13%21,297CommonSOLE
580135101MCDMCDONALDS CORP$2.9M1.04%11,221CommonSOLE
11135F101AVGOBROADCOM INC$2.8M1.03%1,775CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.8M1.02%6,900CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$2.8M1.01%35,925CommonSOLE
30303M102METAMETA PLATFORMS INC$2.8M1.01%5,537CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2.7M0.96%64,533CommonSOLE
464287655IWMISHARES TR$2.6M0.96%13,024CommonSOLE
437076102HDHOME DEPOT INC$2.6M0.93%7,461CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$2.5M0.92%29,766CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.5M0.92%15,329CommonSOLE
166764100CVXCHEVRON CORP NEW$2.5M0.91%16,129CommonSOLE
00287Y109ABBVABBVIE INC$2.5M0.91%14,582CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.4M0.88%4,791CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$2.4M0.87%19,754CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$2.3M0.85%12,856CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.3M0.84%4,186CommonSOLE
68389X105ORCLORACLE CORP$2.2M0.81%15,761CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.2M0.78%10,682CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.1M0.77%6,978CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.1M0.77%29,855CommonSOLE
58933Y105MRKMERCK & CO INC$2.0M0.72%16,117CommonSOLE
907818108UNPUNION PAC CORP$1.9M0.67%8,202CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$1.8M0.66%68,418CommonSOLE
33939L605TDTFFLEXSHARES TR$1.8M0.64%75,927CommonSOLE
931142103WMTWALMART INC$1.7M0.63%25,795CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$1.7M0.62%22,061CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$1.6M0.58%20,902CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.6M0.57%13,550CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.5M0.55%6,556CommonSOLE
617446448MSMORGAN STANLEY$1.5M0.54%15,462CommonSOLE
882508104TXNTEXAS INSTRS INC$1.5M0.54%7,641CommonSOLE
872540109TJXTJX COS INC NEW$1.4M0.51%12,770CommonSOLE
191216100KOCOCA COLA CO$1.4M0.51%21,935CommonSOLE
00724F101ADBEADOBE INC$1.2M0.45%2,237CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.2M0.45%13,469CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.2M0.44%8,370CommonSOLE
871607107SNPSSYNOPSYS INC$1.2M0.44%2,051CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.44%2,761CommonSOLE
031162100AMGNAMGEN INC$1.2M0.42%3,716CommonSOLE
464287788IYFISHARES TR$1.1M0.41%11,955CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.1M0.41%5,027CommonSOLE
060505104BACBANK AMERICA CORP$1.1M0.41%28,219CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$1.1M0.40%12,538CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.1M0.40%3,812CommonSOLE
74340W103PLDPROLOGIS INC.$1.0M0.38%9,226CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.0M0.36%2,262CommonSOLE
713448108PEPPEPSICO INC$952,8000.35%5,777CommonSOLE
09247X101BLKCHFBLACKROCK INC$919,5890.33%1,168CommonSOLE
75513E101RTXRTX CORPORATION$918,2660.33%9,147CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$893,2000.32%2,993CommonSOLE
872590104TMUST-MOBILE US INC$891,8230.32%5,062CommonSOLE
17275R102CSCOCISCO SYS INC$885,7850.32%18,644CommonSOLE
91913Y100VLOVALERO ENERGY CORP$855,1250.31%5,455CommonSOLE
20825C104COPCONOCOPHILLIPS$846,1830.31%7,398CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$823,3990.30%11,115CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$807,1860.29%11,846CommonSOLE
922908553VNQVANGUARD INDEX FDS$788,1810.29%9,410CommonSOLE
149123101CATCATERPILLAR INC$767,1290.28%2,303CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$765,8260.28%18,570CommonSOLE
G54950103LINLINDE PLC$724,9140.26%1,652CommonSOLE
337738108FISVFISERV INC$712,8570.26%4,783CommonSOLE
464287234EEMISHARES TR$709,5910.26%16,661CommonSOLE
002824100ABTABBOTT LABS$659,2040.24%6,344CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$636,7700.23%2,966CommonSOLE
464288158SUBISHARES TR$589,6620.21%5,640CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$583,0930.21%686CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$576,3220.21%8,970CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$573,5690.21%4,190CommonSOLE
009158106APDAIR PRODS & CHEMS INC$555,3220.20%2,152CommonSOLE
922908363VOOVANGUARD INDEX FDS$553,1430.20%1,106CommonSOLE
548661107LOWLOWES COS INC$548,5040.20%2,488CommonSOLE
464287721IYWISHARES TR$548,4210.20%3,644CommonSOLE
464288414MUBISHARES TR$546,6010.20%5,130CommonSOLE
78463V107GLDSPDR GOLD TR$531,7190.19%2,473CommonSOLE
88160R101TSLATESLA INC$527,1520.19%2,664CommonSOLE
438516106HONHONEYWELL INTL INC$496,2660.18%2,324CommonSOLE
001055102AFLAFLAC INC$495,7590.18%5,551CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$468,4110.17%4,827CommonSOLE
92826C839VVISA INC$464,5710.17%1,770CommonSOLE
00206R102TAT&T INC$455,6580.17%23,844CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$432,9120.16%1,505CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$428,1860.16%1,807CommonSOLE
718172109PMPHILIP MORRIS INTL INC$418,5940.15%4,131CommonSOLE
609207105MDLZMONDELEZ INTL INC$416,8520.15%6,370CommonSOLE
254687106DISDISNEY WALT CO$406,8900.15%4,098CommonSOLE
921909768VXUSVANGUARD STAR FDS$406,8440.15%6,747CommonSOLE
816851109SRESEMPRA$400,5310.15%5,266CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$391,2440.14%10,186CommonSOLE
02079K107GOOGALPHABET INC$385,1820.14%2,100CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$381,1440.14%5,290CommonSOLE
053332102AZOAUTOZONE INC$379,4040.14%128CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$377,7220.14%2,184CommonSOLE
56585A102MPCMARATHON PETE CORP$372,4610.14%2,147CommonSOLE
464287754IYJISHARES TR$359,7520.13%3,012CommonSOLE
464287622IWBISHARES TR$350,2030.13%1,177CommonSOLE
172908105CTASCINTAS CORP$350,1300.13%500CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$349,6700.13%8,419CommonSOLE
464287580IYCISHARES TR$339,9120.12%4,182CommonSOLE
464288513HYGISHARES TR$339,1840.12%4,397CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$325,9750.12%2,382CommonSOLE
375558103GILDGILEAD SCIENCES INC$320,1340.12%4,666CommonSOLE
94106L109WMWASTE MGMT INC DEL$314,4630.11%1,474CommonSOLE
03076C106AMPAMERIPRISE FINL INC$300,7410.11%704CommonSOLE
88579Y101MMM3M CO$296,3510.11%2,900CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$293,1040.11%3,977CommonSOLE
863667101SYKSTRYKER CORPORATION$291,2540.11%856CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$284,5320.10%1,732CommonSOLE
464287309IVWISHARES TR$278,0820.10%3,005CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$264,9290.10%1,917CommonSOLE
20030N101CMCSACOMCAST CORP NEW$259,8650.09%6,636CommonSOLE
81762P102NOWSERVICENOW INC$254,0940.09%323CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$253,4880.09%1,062CommonSOLE
949746101WMT2WELLS FARGO CO NEW$253,3570.09%4,266CommonSOLE
842587107SOSOUTHERN CO$250,7830.09%3,233CommonSOLE
902653104UDRUDR INC$246,5700.09%5,992CommonSOLE
458140100INTCINTEL CORP$246,0250.09%7,944CommonSOLE
464289867AORISHARES TR$242,4570.09%4,305CommonSOLE
464287408IVEISHARES TR$242,4370.09%1,332CommonSOLE
260003108DOVDOVER CORP$242,3440.09%1,343CommonSOLE
25746U109DDOMINION ENERGY INC$239,4340.09%4,886CommonSOLE
020002101ALLALLSTATE CORP$237,0950.09%1,485CommonSOLE
504922105LHLABCORP HOLDINGS INC$233,0180.08%1,145CommonSOLE
743315103PGRPROGRESSIVE CORP$223,9110.08%1,078CommonSOLE
615369105MCOMOODYS CORP$220,9880.08%525CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$215,1490.08%2,673CommonSOLE
464288588MBBISHARES TR$215,1100.08%2,343CommonSOLE
291011104EMREMERSON ELEC CO$212,6080.08%1,930CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$209,2760.08%1,346CommonSOLE
461202103INTUINTUIT$208,9920.08%318CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$201,2820.07%445CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.