MondegarAI
Chesapeake Wealth Management

Q1 2025 · 13F-HR

Chesapeake Wealth Managementholdings as filed

Filed 2025-05-08 · accession 0001730383-25-000002

$280.3M
Reported value
155
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287226AGGISHARES TR$16.0M5.69%161,256CommonSOLE
594918104MSFTMICROSOFT CORP$10.9M3.87%28,909CommonSOLE
037833100AAPLAPPLE INC$10.6M3.77%47,519CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$10.1M3.61%128,121CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$7.7M2.75%37,343CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$7.4M2.64%373,938CommonSOLE
464287242LQDISHARES TR$6.7M2.39%61,669CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.4M2.29%59,357CommonSOLE
464287200IVVISHARES TR$6.3M2.25%11,221CommonSOLE
78464A383SPMBSPDR SERIES TRUST$6.2M2.20%279,607CommonSOLE
464287465EFAISHARES TR$6.1M2.19%75,034CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$5.8M2.07%119,071CommonSOLE
464287499IWRISHARES TR$5.6M2.01%66,340CommonSOLE
46435U853USHYISHARES TR$4.7M1.67%126,867CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$4.5M1.60%208,077CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$4.4M1.56%174,365CommonSOLE
233051200DBEFDBX ETF TR$4.3M1.54%99,421CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.2M1.50%7,505CommonSOLE
02079K305GOOGLALPHABET INC$4.0M1.43%25,859CommonSOLE
023135106AMZNAMAZON COM INC$4.0M1.42%20,888CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$3.8M1.37%164,138CommonSOLE
464287689IWVISHARES TR$3.7M1.32%11,648CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.4M1.22%6,428CommonSOLE
580135101MCDMCDONALDS CORP$3.4M1.20%10,797CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$3.3M1.18%142,843CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$2.9M1.05%105,021CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2.9M1.03%57,896CommonSOLE
00287Y109ABBVABBVIE INC$2.9M1.03%13,733CommonSOLE
30303M102METAMETA PLATFORMS INC$2.8M1.00%4,887CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.6M0.94%18,010CommonSOLE
437076102HDHOME DEPOT INC$2.6M0.94%7,160CommonSOLE
532457108LLYELI LILLY & CO$2.6M0.93%3,140CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.6M0.92%15,149CommonSOLE
11135F101AVGOBROADCOM INC$2.6M0.91%15,285CommonSOLE
166764100CVXCHEVRON CORP NEW$2.5M0.89%14,913CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$2.5M0.89%25,813CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.5M0.88%10,039CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$2.4M0.87%18,581CommonSOLE
464287655IWMISHARES TR$2.4M0.85%11,968CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.3M0.82%4,412CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$2.2M0.77%10,944CommonSOLE
931142103WMTWALMART INC$2.1M0.76%24,382CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.1M0.75%6,725CommonSOLE
68389X105ORCLORACLE CORP$2.1M0.74%14,826CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.0M0.72%28,396CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.0M0.70%3,949CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$2.0M0.70%71,115CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.9M0.66%15,642CommonSOLE
907818108UNPUNION PAC CORP$1.9M0.66%7,852CommonSOLE
617446448MSMORGAN STANLEY$1.7M0.61%14,688CommonSOLE
191216100KOCOCA COLA CO$1.6M0.59%23,018CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.6M0.58%6,037CommonSOLE
75513E101RTXRTX CORPORATION$1.6M0.58%12,201CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$1.5M0.53%18,033CommonSOLE
872540109TJXTJX COS INC NEW$1.5M0.52%11,930CommonSOLE
33939L605TDTFFLEXSHARES TR$1.4M0.51%59,027CommonSOLE
872590104TMUST-MOBILE US INC$1.4M0.51%5,362CommonSOLE
58933Y105MRKMERCK & CO INC$1.4M0.50%15,728CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.4M0.50%2,542CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.3M0.46%7,814CommonSOLE
882508104TXNTEXAS INSTRS INC$1.2M0.44%6,916CommonSOLE
17275R102CSCOCISCO SYS INC$1.2M0.43%19,567CommonSOLE
060505104BACBANK AMERICA CORP$1.2M0.43%28,714CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.1M0.39%11,731CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.1M0.39%2,211CommonSOLE
464287788IYFISHARES TR$1.1M0.38%9,523CommonSOLE
031162100AMGNAMGEN INC$1.1M0.38%3,444CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.0M0.37%3,803CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.0M0.36%2,890CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$968,4760.35%4,627CommonSOLE
09290D101BLKBLACKROCK INC$950,2650.34%1,004CommonSOLE
369550108GDGENERAL DYNAMICS CORP$934,1310.33%3,427CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$929,3660.33%35,472CommonSOLE
337738108FISVFISERV INC$920,4190.33%4,168CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$901,7570.32%10,488CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$890,1640.32%33,490CommonSOLE
922908363VOOVANGUARD INDEX FDS$883,4110.32%1,719CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$877,6790.31%11,131CommonSOLE
149123101CATCATERPILLAR INC$877,5970.31%2,661CommonSOLE
00724F101ADBEADOBE INC$859,4900.31%2,241CommonSOLE
922908553VNQVANGUARD INDEX FDS$825,9040.29%9,122CommonSOLE
92204A702VGTVANGUARD WORLD FD$825,5020.29%1,522CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$814,4010.29%19,460CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$791,4860.28%17,449CommonSOLE
G54950103LINLINDE PLC$783,2060.28%1,682CommonSOLE
20825C104COPCONOCOPHILLIPS$747,6370.27%7,119CommonSOLE
713448108PEPPEPSICO INC$745,3120.27%4,970CommonSOLE
88160R101TSLATESLA INC$729,7940.26%2,816CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$698,8320.25%31,650CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$697,7750.25%9,500CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$695,1750.25%4,030CommonSOLE
78463V107GLDSPDR GOLD TR$692,4000.25%2,403CommonSOLE
00206R102TAT&T INC$690,2860.25%24,409CommonSOLE
002824100ABTABBOTT LABS$688,4520.25%5,190CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$681,4160.24%2,877CommonSOLE
718172109PMPHILIP MORRIS INTL INC$672,3800.24%4,236CommonSOLE
871607107SNPSSYNOPSYS INC$648,4210.23%1,512CommonSOLE
464287234EEMISHARES TR$643,6130.23%14,728CommonSOLE
91913Y100VLOVALERO ENERGY CORP$633,0110.23%4,793CommonSOLE
009158106APDAIR PRODS & CHEMS INC$622,8700.22%2,112CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$589,2200.21%623CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$566,6960.20%2,279CommonSOLE
001055102AFLAFLAC INC$547,9430.20%4,928CommonSOLE
92826C839VVISA INC$536,9030.19%1,532CommonSOLE
548661107LOWLOWES COS INC$531,5310.19%2,279CommonSOLE
464288158SUBISHARES TR$522,7200.19%4,950CommonSOLE
464287721IYWISHARES TR$498,4200.18%3,549CommonSOLE
74340W103PLDPROLOGIS INC.$489,8630.17%4,382CommonSOLE
053332102AZOAUTOZONE INC$488,0340.17%128CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$472,8770.17%1,580CommonSOLE
464288414MUBISHARES TR$471,6330.17%4,473CommonSOLE
921909768VXUSVANGUARD STAR FDS$467,6740.17%7,531CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$458,9870.16%7,525CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$457,9110.16%4,887CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$445,4250.16%1,796CommonSOLE
88579Y101MMM3M CO$425,8940.15%2,900CommonSOLE
863667101SYKSTRYKER CORPORATION$389,0010.14%1,045CommonSOLE
816851109SRESEMPRA$359,5830.13%5,039CommonSOLE
609207105MDLZMONDELEZ INTL INC$358,5190.13%5,284CommonSOLE
254687106DISDISNEY WALT CO$341,3040.12%3,458CommonSOLE
464287622IWBISHARES TR$339,5610.12%1,107CommonSOLE
02079K107GOOGALPHABET INC$328,0830.12%2,100CommonSOLE
172908105CTASCINTAS CORP$316,9270.11%1,542CommonSOLE
949746101WMT2WELLS FARGO CO NEW$311,5680.11%4,340CommonSOLE
94106L109WMWASTE MGMT INC DEL$309,2970.11%1,336CommonSOLE
743315103PGRPROGRESSIVE CORP$305,0840.11%1,078CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$304,3070.11%996CommonSOLE
56585A102MPCMARATHON PETE CORP$303,9090.11%2,086CommonSOLE
464287580IYCISHARES TR$302,9540.11%3,430CommonSOLE
03076C106AMPAMERIPRISE FINL INC$302,5680.11%625CommonSOLE
464288513HYGISHARES TR$300,1760.11%3,805CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$291,9170.10%3,547CommonSOLE
842587107SOSOUTHERN CO$291,7570.10%3,173CommonSOLE
922908736VUGVANGUARD INDEX FDS$290,3520.10%783CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$284,4430.10%1,642CommonSOLE
438516106HONHONEYWELL INTL INC$282,0500.10%1,332CommonSOLE
020002101ALLALLSTATE CORP$280,1650.10%1,353CommonSOLE
25746U109DDOMINION ENERGY INC$276,4670.10%4,930CommonSOLE
464287309IVWISHARES TR$271,9910.10%2,930CommonSOLE
902653104UDRUDR INC$264,5590.09%5,857CommonSOLE
464287408IVEISHARES TR$263,3810.09%1,382CommonSOLE
375558103GILDGILEAD SCIENCES INC$261,9720.09%2,338CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$261,2580.09%1,837CommonSOLE
464287754IYJISHARES TR$255,2820.09%1,961CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$248,0110.09%1,411CommonSOLE
464289867AORISHARES TR$247,8380.09%4,305CommonSOLE
81762P102NOWSERVICENOW INC$227,6960.08%286CommonSOLE
09260D107BXBLACKSTONE INC$226,8620.08%1,623CommonSOLE
20030N101CMCSACOMCAST CORP NEW$218,3370.08%5,917CommonSOLE
504922105LHLABCORP HOLDINGS INC$217,6110.08%935CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$215,0330.08%1,763CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$214,2630.08%1,195CommonSOLE
018802108LNTALLIANT ENERGY CORP$212,9980.08%3,310CommonSOLE
615369105MCOMOODYS CORP$209,5600.07%450CommonSOLE
46429B267GOVTISHARES TR$203,6930.07%8,862CommonSOLE

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.