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The Analysis of Chesapeake Wealth Management's Holdings & P&L

Currently, Chesapeake Wealth Management holds 159 types of securities in its portfolio with a total value $325.7M. In the most recent quarter, they have increased their positions in AGG (+8.4K shares, valued at $837.9K), SHV (+5.2K shares, valued at $570.1K), IVV (+816 shares, valued at $533.0K); decreased their positions in NVDA (-3.0K shares, valued at $530.2K), N/A (-1.7K shares, valued at $485.1K), UNH (-1.3K shares, valued at $355.8K); initiated new positions in SHV (+5.2K shares, valued at $570.1K), KLAC (+339 shares, valued at $499.1K), CRM (+1.7K shares, valued at $321.8K).

1M P&L

+9.5M+2.90%

3M P&L

+2.5M+0.74%

HY P&L

+10.0M+3.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A183.2M

60.4%

2Software - Infrastructure13.4M

4.4%

3Consumer Electronics11.3M

3.7%

Top Industries by Stock Count

1N/A60 stocks

41.7%

2Drug Manufacturers - General6 stocks

4.2%

3Utilities - Regulated Electric5 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR194.0K shares4.55%2026-03-312026-05-18

VCSH VANGUARD SCOTTSDALE FDS143.2K shares0.96%2026-03-312026-05-18

AAPL APPLE INC44.6K shares-2.83%2026-03-312026-05-18

IVV ISHARES TR16.5K shares5.21%2026-03-312026-05-18

XLK SELECT SECTOR SPDR TR80.1K shares-1.69%2026-03-312026-05-18

MSFT MICROSOFT CORP28.2K shares-0.77%2026-03-312026-05-18

SCHF SCHWAB STRATEGIC TR402.9K shares0.82%2026-03-312026-05-18

NVDA NVIDIA CORPORATION52.2K shares-5.51%2026-03-312026-05-18

Sponsored

LQD ISHARES TR74.9K shares2.50%2026-03-312026-05-18

EFA ISHARES TR74.5K shares-1.47%2026-03-312026-05-18

SPMB SPDR SERIES TRUST316.8K shares3.44%2026-03-312026-05-18

IWR ISHARES TR69.2K shares-1.38%2026-03-312026-05-18

ALPHABET INC ALPHABET INC22.7K shares-6.93%2026-03-312026-05-18

BNDX VANGUARD CHARLOTTE FDS129.9K shares-0.13%2026-03-312026-05-18

DBEF DBX ETF TR113.8K shares7.57%2026-03-312026-05-18

SCHG SCHWAB STRATEGIC TR184.6K shares-1.11%2026-03-312026-05-18

Sponsored

USHY ISHARES TR144.6K shares2.73%2026-03-312026-05-18

SCHA SCHWAB STRATEGIC TR178.2K shares0.25%2026-03-312026-05-18

SCHB SCHWAB STRATEGIC TR192.0K shares-1.14%2026-03-312026-05-18

SPY STATE STR SPDR S&P 500 ETF T7.4K shares1.43%2026-03-312026-05-18

AMZN AMAZON COM INC20.2K shares-2.42%2026-03-312026-05-18

BROADCOM INC BROADCOM INC13.5K shares-2.48%2026-03-312026-05-18

IWV ISHARES TR10.3K shares-0.95%2026-03-312026-05-18

SCHD SCHWAB STRATEGIC TR109.8K shares7.22%2026-03-312026-05-18

Sponsored

MCD MCDONALDS CORP10.7K shares1.11%2026-03-312026-05-18

ABBV ABBVIE INC15.2K shares1.17%2026-03-312026-05-18

XLC SELECT SECTOR SPDR TR29.4K shares-2.57%2026-03-312026-05-18

SCHZ SCHWAB STRATEGIC TR134.8K shares-1.79%2026-03-312026-05-18

XLF SELECT SECTOR SPDR TR62.8K shares-5.93%2026-03-312026-05-18

CVX CHEVRON CORPORATION14.9K shares-2.60%2026-03-312026-05-18

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.3K shares-0.69%2026-03-312026-05-18

LLY ELI LILLY & CO3.1K shares-4.87%2026-03-312026-05-18

Sponsored

WMT WALMART INC23.0K shares-8.43%2026-03-312026-05-18

META META PLATFORMS INC4.9K shares3.76%2026-03-312026-05-18

XLI SELECT SECTOR SPDR TR17.4K shares-7.17%2026-03-312026-05-18

IWM ISHARES TR11.3K shares-5.49%2026-03-312026-05-18

JPM JPMORGAN CHASE & CO9.5K shares-3.06%2026-03-312026-05-18

XLY SELECT SECTOR SPDR TR24.8K shares-3.38%2026-03-312026-05-18

XLV SELECT SECTOR SPDR TR18.1K shares-4.33%2026-03-312026-05-18

NEE NEXTERA ENERGY INC28.5K shares1.98%2026-03-312026-05-18

Sponsored

XOM EXXON MOBIL CORP15.4K shares2.22%2026-03-312026-05-18

SCHE SCHWAB STRATEGIC TR78.8K shares2.04%2026-03-312026-05-18

ORCL ORACLE CORP16.7K shares18.43%2026-03-312026-05-18

RTX RTX CORPORATION12.1K shares-6.25%2026-03-312026-05-18

HD HOME DEPOT INC6.9K shares1.24%2026-03-312026-05-18

PG PROCTER & GAMBLE CO14.8K shares-2.25%2026-03-312026-05-18

MS MORGAN STANLEY12.8K shares-5.99%2026-03-312026-05-18

JNJ JOHNSON & JOHNSON8.3K shares2.62%2026-03-312026-05-18

Sponsored

CAT CATERPILLAR INC2.8K shares-7.26%2026-03-312026-05-18

CSCO CISCO SYS INC24.4K shares4.05%2026-03-312026-05-18

TMO THERMO FISHER SCIENTIFIC INC3.7K shares-0.03%2026-03-312026-05-18

TJX TJX COS INC NEW11.2K shares-4.17%2026-03-312026-05-18

MERCK & CO INC MERCK & CO INC14.8K shares0.10%2026-03-312026-05-18

KO COCA COLA CO22.3K shares-0.16%2026-03-312026-05-18

TDTF FLEXSHARES TR67.3K shares8.98%2026-03-312026-05-18

LHX L3HARRIS TECHNOLOGIES INC4.6K shares-0.89%2026-03-312026-05-18

Sponsored

UNP UNION PAC CORP6.4K shares-12.50%2026-03-312026-05-18

AXP AMERICAN EXPRESS CO5.1K shares-6.06%2026-03-312026-05-18

XLE SELECT SECTOR SPDR TR25.0K shares-1.87%2026-03-312026-05-18

VTI VANGUARD INDEX FDS4.6K shares-7.07%2026-03-312026-05-18

XLP SELECT SECTOR SPDR TR17.8K shares-5.83%2026-03-312026-05-18

BAC BANK OF AMER CORP29.4K shares-4.02%2026-03-312026-05-18

TMUS T-MOBILE US INC6.2K shares3.11%2026-03-312026-05-18

TXN TEXAS INSTRS INC6.7K shares-1.11%2026-03-312026-05-18

Sponsored

BND VANGUARD BD INDEX FDS17.3K shares1.15%2026-03-312026-05-18

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.4K shares-1.06%2026-03-312026-05-18

VGT VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-05-18

AMGN AMGEN INC3.3K shares-2.49%2026-03-312026-05-18

MA MASTERCARD INCORPORATED2.3K shares-5.39%2026-03-312026-05-18

ISRG INTUITIVE SURGICAL INC2.5K shares2.06%2026-03-312026-05-18

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.3K shares-2.40%2026-03-312026-05-18

SCHM SCHWAB STRATEGIC TR34.6K shares-0.78%2026-03-312026-05-18

Sponsored

SCHV SCHWAB STRATEGIC TR35.1K shares3.59%2026-03-312026-05-18

TSLA TESLA INC2.8K shares0.00%2026-03-312026-05-18

GLD SPDR GOLD TR2.4K shares0.00%2026-03-312026-05-18

XLU SELECT SECTOR SPDR TR22.5K shares-3.28%2026-03-312026-05-18

SHW SHERWIN WILLIAMS CO3.1K shares-0.94%2026-03-312026-05-18

XLB SELECT SECTOR SPDR TR19.2K shares-5.41%2026-03-312026-05-18

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares4.64%2026-03-312026-05-18

VLO VALERO ENERGY CORP3.9K shares-4.84%2026-03-312026-05-18

Sponsored

IYF ISHARES TR8.1K shares-7.85%2026-03-312026-05-18

COP CONOCOPHILLIPS6.9K shares-3.10%2026-03-312026-05-18

EEM ISHARES TR15.4K shares-0.63%2026-03-312026-05-18

BLACKROCK INC BLACKROCK INC910 shares-4.61%2026-03-312026-05-18

SO SOUTHERN CO9.0K shares-0.19%2026-03-312026-05-18

VNQ VANGUARD INDEX FDS9.8K shares-0.17%2026-03-312026-05-18

LINDE PLC LINDE PLC1.6K shares0.37%2026-03-312026-05-18

SCHX SCHWAB STRATEGIC TR31.0K shares0.00%2026-03-312026-05-18

Sponsored

PEP PEPSICO INC5.0K shares2.47%2026-03-312026-05-18

PM PHILIP MORRIS INTL INC4.4K shares0.18%2026-03-312026-05-18

NSC NORFOLK SOUTHN CORP2.6K shares-0.58%2026-03-312026-05-18

VZ VERIZON COMMUNICATIONS INC13.9K shares-2.79%2026-03-312026-05-18

IBM INTERNATIONAL BUSINESS MACHS2.9K shares0.17%2026-03-312026-05-18

T AT&T INC24.0K shares0.30%2026-03-312026-05-18

UNH UNITEDHEALTH GROUP INC2.5K shares-34.23%2026-03-312026-05-18

COST COSTCO WHOLESALE CORPORATION670 shares11.48%2026-03-312026-05-18

Sponsored

XLRE SELECT SECTOR SPDR TR15.9K shares-15.56%2026-03-312026-05-18

SUB ISHARES TR6.0K shares14.82%2026-03-312026-05-18

IYW ISHARES TR3.4K shares-0.82%2026-03-312026-05-18

ALPHABET INC ALPHABET INC2.1K shares9.55%2026-03-312026-05-18

ICE INTERCONTINENTAL EXCHANGE IN3.7K shares0.00%2026-03-312026-05-18

SHV ISHARES TR5.2K sharesnew addition2026-03-312026-05-18

VXUS VANGUARD STAR FDS7.2K shares-3.14%2026-03-312026-05-18

MUB ISHARES TR5.1K shares7.58%2026-03-312026-05-18

Sponsored

PSA PUBLIC STORAGE OPER CO2.0K shares-0.31%2026-03-312026-05-18

KLAC KLA CORP339 sharesnew addition2026-03-312026-05-18

ABT ABBOTT LABORATORIES4.9K shares-0.92%2026-03-312026-05-18

ITW ILLINOIS TOOL WKS INC1.9K shares0.00%2026-03-312026-05-18

AFL AFLAC INC4.3K shares-5.02%2026-03-312026-05-18

SYK STRYKER CORPORATION1.4K shares6.63%2026-03-312026-05-18

MPC MARATHON PETE CORP1.9K shares-1.82%2026-03-312026-05-18

LOW LOWES COS INC2.0K shares0.00%2026-03-312026-05-18

Sponsored

PLD PROLOGIS INC.3.5K shares-8.85%2026-03-312026-05-18

SNPS SYNOPSYS INC1.2K shares-7.59%2026-03-312026-05-18

V VISA INC1.4K shares-1.62%2026-03-312026-05-18

MMM 3M CO2.9K shares0.00%2026-03-312026-05-18

ECL ECOLAB INC1.5K shares6.76%2026-03-312026-05-18

GILD GILEAD SCIENCES INC2.9K shares0.00%2026-03-312026-05-18

AZO AUTOZONE INC119 shares-2.46%2026-03-312026-05-18

BMY BRISTOL-MYERS SQUIBB CO6.4K shares-1.55%2026-03-312026-05-18

Sponsored

WM WASTE MGMT INC DEL1.6K shares28.54%2026-03-312026-05-18

PNC PNC FINL SVCS GROUP INC1.8K shares20.94%2026-03-312026-05-18

IWB ISHARES TR1.0K shares0.00%2026-03-312026-05-18

CL COLGATE PALMOLIVE CO4.1K shares-1.90%2026-03-312026-05-18

WFC WELLS FARGO & CO4.3K shares0.33%2026-03-312026-05-18

VUG VANGUARD INDEX FDS770 shares0.39%2026-03-312026-05-18

DIS DISNEY WALT CO3.4K shares3.54%2026-03-312026-05-18

D DOMINION ENERGY INC5.3K shares-0.43%2026-03-312026-05-18

Sponsored

CRM SALESFORCE INC1.7K sharesnew addition2026-03-312026-05-18

HYG ISHARES TR4.0K shares21.54%2026-03-312026-05-18

AOR ISHARES TR4.7K shares0.00%2026-03-312026-05-18

IYC ISHARES TR3.0K shares-7.54%2026-03-312026-05-18

IYJ ISHARES TR1.9K shares-5.61%2026-03-312026-05-18

IVE ISHARES TR1.3K shares-3.81%2026-03-312026-05-18

GE AEROSPACE GE AEROSPACE975 shares0.52%2026-03-312026-05-18

INTC INTEL CORP6.2K shares3.03%2026-03-312026-05-18

Sponsored

AMAT APPLIED MATLS INC777 shares-6.05%2026-03-312026-05-18

IVW ISHARES TR2.3K shares-9.26%2026-03-312026-05-18

ALL ALLSTATE CORP1.3K shares-2.23%2026-03-312026-05-18

ESGU ISHARES TR1.9K shares-27.29%2026-03-312026-05-18

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K sharesnew addition2026-03-312026-05-18

AMP AMERIPRISE FINL INC580 shares-5.69%2026-03-312026-05-18

GS GOLDMAN SACHS GROUP INC293 shares-6.69%2026-03-312026-05-18

INVESCO QQQ TR INVESCO QQQ TR423 shares0.00%2026-03-312026-05-18

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.4K shares0.00%2026-03-312026-05-18

MO ALTRIA GROUP INC3.6K sharesnew addition2026-03-312026-05-18

HON HONEYWELL INTL INC1.0K shares-1.51%2026-03-312026-05-18

IWF ISHARES TR544 shares0.00%2026-03-312026-05-18

LNT ALLIANT ENERGY CORP3.2K shares-1.53%2026-03-312026-05-18

IEFA ISHARES TR2.5K sharesnew addition2026-03-312026-05-18

NACP TIDAL TRUST III4.5K shares0.00%2026-03-312026-05-18

PEG PUBLIC SVC ENTERPRISE GROUP2.7K shares-6.11%2026-03-312026-05-18

Sponsored

ISHARES GOLD TR ISHARES GOLD TR2.4K sharesnew addition2026-03-312026-05-18

CTAS CINTAS CORP1.2K shares-10.45%2026-03-312026-05-18

LMT LOCKHEED MARTIN CORP347 sharesnew addition2026-03-312026-05-18

VIG VANGUARD SPECIALIZED FUNDS965 shares0.00%2026-03-312026-05-18

PGR PROGRESSIVE CORP1.0K shares-3.59%2026-03-312026-05-18

GEV GE VERNOVA INC237 sharesnew addition2026-03-312026-05-18

GLW CORNING INC1.5K sharesnew addition2026-03-312026-05-18

AGG

ISHARES TR

4.55%

Shares194.0K

Event2026-03-31

Filed2026-05-18

VCSH

VANGUARD SCOTTSDALE FDS

0.96%

Shares143.2K

Event2026-03-31

Filed2026-05-18

AAPL

APPLE INC

-2.83%

Shares44.6K

Event2026-03-31

Filed2026-05-18

IVV

ISHARES TR

5.21%

Shares16.5K

Event2026-03-31

Filed2026-05-18

XLK

SELECT SECTOR SPDR TR

-1.69%

Shares80.1K

Event2026-03-31

Filed2026-05-18

MSFT

MICROSOFT CORP

-0.77%

Shares28.2K

Event2026-03-31

Filed2026-05-18

SCHF

SCHWAB STRATEGIC TR

0.82%

Shares402.9K

Event2026-03-31

Filed2026-05-18

NVDA

NVIDIA CORPORATION

-5.51%

Shares52.2K

Event2026-03-31

Filed2026-05-18

LQD

ISHARES TR

2.50%

Shares74.9K

Event2026-03-31

Filed2026-05-18

EFA

ISHARES TR

-1.47%

Shares74.5K

Event2026-03-31

Filed2026-05-18

SPMB

SPDR SERIES TRUST

3.44%

Shares316.8K

Event2026-03-31

Filed2026-05-18

IWR

ISHARES TR

-1.38%

Shares69.2K

Event2026-03-31

Filed2026-05-18

ALPHABET INC

-6.93%

Shares22.7K

Event2026-03-31

Filed2026-05-18

BNDX

VANGUARD CHARLOTTE FDS

-0.13%

Shares129.9K

Event2026-03-31

Filed2026-05-18

DBEF

DBX ETF TR

7.57%

Shares113.8K

Event2026-03-31

Filed2026-05-18

SCHG

SCHWAB STRATEGIC TR

-1.11%

Shares184.6K

Event2026-03-31

Filed2026-05-18

USHY

ISHARES TR

2.73%

Shares144.6K

Event2026-03-31

Filed2026-05-18

SCHA

SCHWAB STRATEGIC TR

0.25%

Shares178.2K

Event2026-03-31

Filed2026-05-18

SCHB

SCHWAB STRATEGIC TR

-1.14%

Shares192.0K

Event2026-03-31

Filed2026-05-18

SPY

STATE STR SPDR S&P 500 ETF T

1.43%

Shares7.4K

Event2026-03-31

Filed2026-05-18

AMZN

AMAZON COM INC

-2.42%

Shares20.2K

Event2026-03-31

Filed2026-05-18

BROADCOM INC

-2.48%

Shares13.5K

Event2026-03-31

Filed2026-05-18

IWV

ISHARES TR

-0.95%

Shares10.3K

Event2026-03-31

Filed2026-05-18

SCHD

SCHWAB STRATEGIC TR

7.22%

Shares109.8K

Event2026-03-31

Filed2026-05-18

MCD

MCDONALDS CORP

1.11%

Shares10.7K

Event2026-03-31

Filed2026-05-18

ABBV

ABBVIE INC

1.17%

Shares15.2K

Event2026-03-31

Filed2026-05-18

XLC

SELECT SECTOR SPDR TR

-2.57%

Shares29.4K

Event2026-03-31

Filed2026-05-18

SCHZ

SCHWAB STRATEGIC TR

-1.79%

Shares134.8K

Event2026-03-31

Filed2026-05-18

XLF

SELECT SECTOR SPDR TR

-5.93%

Shares62.8K

Event2026-03-31

Filed2026-05-18

CVX

CHEVRON CORPORATION

-2.60%

Shares14.9K

Event2026-03-31

Filed2026-05-18

BERKSHIRE HATHAWAY INC DEL

-0.69%

Shares6.3K

Event2026-03-31

Filed2026-05-18

LLY

ELI LILLY & CO

-4.87%

Shares3.1K

Event2026-03-31

Filed2026-05-18

WMT

WALMART INC

-8.43%

Shares23.0K

Event2026-03-31

Filed2026-05-18