Fund HoldingsChesapeake Wealth Management

Total Portfolio Value
$258.98M
Total Bought
$12.28M
Total Sold
$13.52M
Net Transaction
-$1.24M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)032,258+32,258012,1304.68%+12,130
DBX ETF TR53,60479,728+26,1241,8712,9481.14%+1,078
APPLE INC(AAPL)050,846+50,84609,7893.78%+9,789
ISHARES TR1,0042,757+1,7534311,3170.51%+886
SELECT SECTOR SPDR TR
ST STR TECHN ETF
038,598+38,59807,4292.87%+7,429
SCHWAB STRATEGIC TR70,52174,371+3,8503,5154,1401.60%+625
ISHARES TR065,986+65,98605,1291.98%+5,129
BROADCOM INC(AVGO)2,0642,06401,7142,3040.89%+590
SCHWAB STRATEGIC TR0196,044+196,04407,2462.80%+7,246
SCHWAB STRATEGIC TR081,979+81,97903,8731.50%+3,873
SCHWAB STRATEGIC TR36,67839,082+2,4042,6673,2421.25%+575
AMAZON COM INC(AMZN)023,962+23,96203,6411.41%+3,641
ADOBE INC(ADBE)1,1651,885+7205941,1250.43%+531
ISHARES TR074,569+74,56905,6192.17%+5,619
SCHWAB STRATEGIC TR074,692+74,69203,4821.34%+3,482
NVIDIA CORPORATION(NVDA)09,682+9,68204,7951.85%+4,795
SPDR S&P 500 ETF TR(SPY)07,996+7,99603,8011.47%+3,801
META PLATFORMS INC(META)6,1286,312+1841,8402,2340.86%+395
MCDONALDS CORP(MCD)011,468+11,46803,4001.31%+3,400
ISHARES TR018,852+18,85205,1611.99%+5,161
HOME DEPOT INC(HD)07,582+7,58202,6281.01%+2,628
SELECT SECTOR SPDR TR
ST STR INDL ETF
17,48518,495+1,0101,7732,1080.81%+336
UNION PAC CORP(UNP)8,6958,504-1911,7712,0890.81%+318
AMERICAN EXPRESS CO(AXP)07,503+7,50301,4060.54%+1,406
ISHARES TR014,546+14,54602,9201.13%+2,920
T-MOBILE US INC(TMUS)3,8255,025+1,2005368060.31%+270
SELECT SECTOR SPDR TR
ST STR FINL ETF
66,29764,997-1,3002,1992,4440.94%+245
SERVICENOW INC(NOW)0334+33402360.09%+236
ALLSTATE CORP(ALL)01,675+1,67502340.09%+234
ALPHABET INC(GOOG)30,27830,028-2503,9624,1951.62%+232
INTUITIVE SURGICAL INC1,8042,239+4355277550.29%+228
BLACKSTONE INC(BX)01,723+1,72302260.09%+226
ISHARES TR0735+73502230.09%+223
JPMORGAN CHASE & CO(JPM)11,87111,429-4421,7221,9440.75%+223
DOVER CORP(DOV)01,371+1,37102110.08%+211
INTUIT(INTU)0337+33702110.08%+211
ISHARES TR03,960+3,96002110.08%+211
WELLS FARGO CO NEW(WFC)04,240+4,24002090.08%+209
MOODYS CORP(MCO)0525+52502050.08%+205
MORGAN STANLEY(MS)016,312+16,31201,5210.59%+1,521
SELECT SECTOR SPDR TR
ST STR DISCR ETF
012,928+12,92802,3120.89%+2,312
PROLOGIS INC.(PLD)09,018+9,01801,2020.46%+1,202
L3HARRIS TECHNOLOGIES INC(LHX)05,127+5,12701,0800.42%+1,080
ACCENTURE PLC IRELAND
SHS CLASS A
7,7157,280-4352,3692,5550.99%+185
ISHARES TR0125,596+125,596012,4654.81%+12,465
SELECT SECTOR SPDR TR
ST STR SVC ETF
31,20130,671-5302,0462,2290.86%+183
SCHWAB STRATEGIC TR023,170+23,17001,7450.67%+1,745
BANK AMERICA CORP31,25230,312-9408561,0210.39%+165
GENERAL DYNAMICS CORP(GD)3,9633,950-138761,0260.40%+150
MASTERCARD INCORPORATED(MA)2,8132,948+1351,1141,2570.49%+144
HONEYWELL INTL INC(HON)05,570+5,57001,1680.45%+1,168
BLACKROCK INC(BLK)01,228+1,22809970.38%+997
ISHARES TR3,6424,784+1,1423234500.17%+127
ISHARES TR12,06412,040-249021,0280.40%+126
INTEL CORP(INTC)9,2799,079-2003304560.18%+126
SCHWAB STRATEGIC TR64,01066,867+2,8571,5321,6580.64%+125
SHERWIN WILLIAMS CO(SHW)2,4122,372-406157400.29%+125
VANGUARD INDEX FDS9,7809,762-187408630.33%+123
COCA COLA CO(KO)21,48422,383+8991,2031,3190.51%+116
FISERV INC(FISV)04,938+4,93806560.25%+656
TJX COS INC NEW(TJX)14,68714,857+1701,3051,3940.54%+88
NEXTERA ENERGY INC(NEE)030,432+30,43201,8480.71%+1,848
ISHARES TR056,233+56,23306,2232.40%+6,223
PUBLIC STORAGE(PSA)1,3981,488+903684540.18%+85
UNITEDHEALTH GROUP INC(UNH)5,0034,939-642,5222,6001.00%+78
INTERCONTINENTAL EXCHANGE IN(ICE)4,2394,203-364665400.21%+73
SCHWAB STRATEGIC TR4,8605,660+8002463190.12%+73
THERMO FISHER SCIENTIFIC INC(TMO)04,427+4,42702,3500.91%+2,350
NORFOLK SOUTHN CORP(NSC)03,002+3,00207100.27%+710
CINTAS CORP(CTAS)54054002603250.13%+66
MERCK & CO INC(MRK)016,466+16,46601,7950.69%+1,795
ELI LILLY & CO(LLY)4,4174,181-2362,3732,4370.94%+65
ISHARES TR4,3394,233-1064555200.20%+64
ABBVIE INC(ABBV)15,12314,960-1632,2542,3180.90%+64
SELECT SECTOR SPDR TR
ST STR CARE ETF
21,57220,826-7462,7772,8401.10%+63
AMGEN INC(AMGN)4,0734,018-551,0951,1570.45%+63
FLEXSHARES TR
IBOXX 5YR TRGT
090,017+90,01702,1270.82%+2,127
ILLINOIS TOOL WKS INC(ITW)1,8851,88504344940.19%+60
ISHARES TR7,0797,501+4225225810.22%+59
COSTCO WHSL CORP NEW(COST)61561503474060.16%+58
INTERNATIONAL BUSINESS MACHS(IBM)2,4592,45903454020.16%+57
SELECT SECTOR SPDR TR
ST STR REAL ETF
9,3189,322+43173730.14%+56
SEMPRA(SRE)5,3525,587+2353644180.16%+53
VERIZON COMMUNICATIONS INC(VZ)022,920+22,92008640.33%+864
ISHARES TR1,7061,70604014470.17%+47
SYNOPSYS INC(SNPS)02,490+2,49001,2820.50%+1,282
3M CO(MMM)2,9002,90002713170.12%+46
ISHARES TR5,0625,06203393840.15%+45
COLGATE PALMOLIVE CO(CL)5,0935,09303624060.16%+44
VANGUARD INDEX FDS1,0051,003-23954380.17%+43
SELECT SECTOR SPDR TR
ST STR UTIL ETF
11,17811,078-1006597020.27%+43
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
124,248121,224-3,0249,3379,3793.62%+42
SELECT SECTOR SPDR TR
ST STR MATER ETF
13,17812,571-6071,0351,0750.42%+40
AT&T INC(T)27,02026,420-6004064430.17%+37
ABBOTT LABS07,655+7,65508430.33%+843
ISHARES TR2,7362,73602763130.12%+37
LOWES COS INC(LOW)2,7062,691-155625990.23%+36
AFLAC INC(AFL)6,1436,14304715070.20%+35
LABORATORY CORP AMER HLDGS1,2971,29702612950.11%+34
SPDR GOLD TR(GLD)2,5622,473-894394730.18%+34
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