Fund HoldingsChesapeake Wealth Management

Total Portfolio Value
$239.77M
Total Bought
$5.33M
Total Sold
$19.40M
Net Transaction
-$14.07M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR INDL ETF
017,485+17,48501,7730.74%+1,773
T-MOBILE US INC(TMUS)03,825+3,82505360.22%+536
DBX ETF TR42,79253,604+10,8121,5141,8710.78%+357
ALPHABET INC(GOOG)31,02330,278-7453,7133,9621.65%+249
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
120,790124,248+3,4589,1399,3373.89%+198
INTUITIVE SURGICAL INC9761,804+8283345270.22%+194
ABBVIE INC(ABBV)015,123+15,12302,2540.94%+2,254
ISHARES TR5631,004+4412514310.18%+180
ELI LILLY & CO(LLY)4,7004,417-2832,2042,3730.99%+168
AMGEN INC(AMGN)04,073+4,07301,0950.46%+1,095
CONOCOPHILLIPS(COP)7,1587,586+4287429090.38%+167
META PLATFORMS INC(META)5,9216,128+2071,6991,8400.77%+140
EXXON MOBIL CORP14,46614,281-1851,5521,6790.70%+128
SELECT SECTOR SPDR TR
ST STR ENERG ETF
013,579+13,57901,2270.51%+1,227
VALERO ENERGY CORP(VLO)05,915+5,91508380.35%+838
CHEVRON CORP NEW(CVX)017,825+17,82503,0061.25%+3,006
ISHARES TR2,5823,642+1,0602413230.13%+83
ISHARES TR
BROAD USD HIGH
0115,035+115,03503,9931.67%+3,993
CISCO SYS INC(CSCO)22,11522,545+4301,1441,2120.51%+68
BERKSHIRE HATHAWAY INC DEL7,4597,424-352,5442,6011.08%+57
ISHARES TR07,079+7,07905220.22%+522
UNITEDHEALTH GROUP INC(UNH)5,1695,003-1662,4842,5221.05%+38
MARATHON PETE CORP(MPC)02,600+2,60003930.16%+393
AFLAC INC(AFL)6,3176,143-1744414710.20%+31
SEMPRA(SRE)2,2965,352+3,0563343640.15%+30
MASTERCARD INCORPORATED(MA)2,7732,813+401,0911,1140.46%+23
ISHARES TR11,80612,064+2588819020.38%+21
ALPHABET INC(GOOG)2,2612,225-362742930.12%+20
TJX COS INC NEW(TJX)15,17114,687-4841,2861,3050.54%+19
COSTCO WHSL CORP NEW(COST)61561503313470.14%+16
INTEL CORP(INTC)9,3789,279-993143300.14%+16
ADOBE INC(ADBE)1,1851,165-205795940.25%+15
ACCENTURE PLC IRELAND
SHS CLASS A
7,6317,715+842,3552,3690.99%+15
AUTOMATIC DATA PROCESSING IN1,0671,032-352352480.10%+14
DUPONT DE NEMOURS INC(DD)04,173+4,17303110.13%+311
CME GROUP INC(CME)01,083+1,08302170.09%+217
HESS CORP01,386+1,38602120.09%+212
COMCAST CORP NEW(CCZ)8,9228,600-3223713810.16%+11
SELECT SECTOR SPDR TR
ST STR SVC ETF
31,29131,201-902,0362,0460.85%+9
WALMART INC(WMT)8,3878,279-1081,3181,3240.55%+6
ISHARES TR2,5652,736+1712722760.12%+4
SCHWAB STRATEGIC TR35,54136,678+1,1372,6642,6671.11%+3
SELECT SECTOR SPDR TR
ST STR FINL ETF
65,19166,297+1,1062,1982,1990.92%+1
GENERAL DYNAMICS CORP(GD)03,963+3,96308760.37%+876
EMERSON ELEC CO(EMR)02,325+2,32502250.09%+225
VANGUARD STAR FDS6,0406,264+2243393350.14%-3
ISHARES TR06,040+6,04006210.26%+621
DOW INC(DOW)05,447+5,44702810.12%+281
SCHWAB STRATEGIC TR62,58664,010+1,4241,5411,5320.64%-9
VANGUARD INDEX FDS1,0051,00504093950.16%-15
ISHARES TR1,7061,70604164010.17%-15
VISA INC(V)2,0912,086-54974800.20%-17
GILEAD SCIENCES INC(GILD)04,666+4,66603500.15%+350
UNION PAC CORP(UNP)8,7398,695-441,7881,7710.74%-18
3M CO(MMM)02,900+2,90002710.11%+271
VANGUARD INDEX FDS9,0859,780+6957597400.31%-19
SELECT SECTOR SPDR TR
ST STR REAL ETF
8,9669,318+3523383170.13%-20
INTERCONTINENTAL EXCHANGE IN(ICE)4,3084,239-694874660.19%-21
AUTOZONE INC(AZO)0137+13703480.15%+348
SOUTHERN CO(SO)03,173+3,17302050.09%+205
ALLIANT ENERGY CORP(LNT)4,3804,200-1802302030.08%-26
SPDR GOLD TR(GLD)02,562+2,56204390.18%+439
ISHARES TR5,1375,062-753663390.14%-27
AMERIPRISE FINL INC(AMP)925850-753072800.12%-27
ISHARES TR03,305+3,30502260.09%+226
PUBLIC SVC ENTERPRISE GRP IN(PEG)4,1774,107-702622340.10%-28
SCHWAB STRATEGIC TR5,2304,860-3702742460.10%-28
SCHWAB STRATEGIC TR68,54270,521+1,9793,5443,5151.47%-28
PHILIP MORRIS INTL INC(PM)4,6964,631-654584290.18%-30
LINDE PLC(LIN)1,7821,742-406796490.27%-30
AIR PRODS & CHEMS INC2,2072,220+136616290.26%-32
COCA COLA CO(KO)20,53721,484+9471,2371,2030.50%-34
ISHARES TR01,460+1,46002250.09%+225
INTERNATIONAL BUSINESS MACHS(IBM)2,8342,459-3753793450.14%-34
AT&T INC(T)027,020+27,02004060.17%+406
WASTE MGMT INC DEL(WM)1,7461,739-73032650.11%-38
AUTONATION INC(AN)01,798+1,79802720.11%+272
ILLINOIS TOOL WKS INC(ITW)01,885+1,88504340.18%+434
COLGATE PALMOLIVE CO(CL)5,2305,093-1374033620.15%-41
CINTAS CORP(CTAS)605540-653012600.11%-41
KIMBERLY-CLARK CORP(KMB)2,0562,002-542842420.10%-42
ISHARES TR4,5794,339-2404994550.19%-43
UDR INC(UDR)7,1607,16003082550.11%-52
SELECT SECTOR SPDR TR
ST STR MATER ETF
13,12713,178+511,0881,0350.43%-53
BROADCOM INC(AVGO)2,0392,064+251,7691,7140.71%-54
SELECT SECTOR SPDR TR
ST STR UTIL ETF
10,91511,178+2637146590.27%-56
LOWES COS INC(LOW)2,7472,706-416205620.23%-58
PUBLIC STORAGE(PSA)1,4691,398-714293680.15%-60
TRACTOR SUPPLY CO(TSCO)01,173+1,17302380.10%+238
SELECT SECTOR SPDR TR
ST STR CARE ETF
21,41021,572+1622,8422,7771.16%-65
CORTEVA INC(CTVA)10,34410,291-535935260.22%-66
LABORATORY CORP AMER HLDGS1,3551,297-583272610.11%-66
TESLA INC(TSLA)2,9842,834-1507817090.30%-72
PFIZER INC(PFE)011,240+11,24003730.16%+373
MONDELEZ INTL INC(MDLZ)08,930+8,93006200.26%+620
BANK AMERICA CORP32,47231,252-1,2209328560.36%-76
JPMORGAN CHASE & CO(JPM)12,37011,871-4991,7991,7220.72%-78
ISHARES TR018,467+18,46707010.29%+701
SHERWIN WILLIAMS CO(SHW)2,6142,412-2026946150.26%-79
SELECT SECTOR SPDR TR
ST STR STAPL ETF
21,15221,642+4901,5691,4890.62%-80
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