HoldingsChannel.com
Chesapeake Wealth Management Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (LQD) 118,023 +5,386 $14,678
     LQD118,023+5,386$14,678
ISHARES TR (AGG) 129,513 -2,977 $14,422
     AGG129,513-2,977$14,422
SPDR SERIES TRUST (MBG) 296,830 +5,931 $7,759
     MBG296,830+5,931$7,759
SCHWAB STRATEGIC TR 237,103 +20,770 $7,609
     SCHF237,103+20,770$7,609
ISHARES TR (HYG) 75,529 +2,517 $6,585
     HYG75,529+2,517$6,585
VANGUARD CHARLOTTE FDS (BNDX) 114,526 +4,787 $6,563
     BNDX114,526+4,787$6,563
ISHARES TR (IWV) 36,551 -1,075 $6,300
     IWV36,551-1,075$6,300
ISHARES TR (EFA) 91,921 -5,225 $6,042
     EFA91,921-5,225$6,042
SCHWAB STRATEGIC TR 98,880 +2,895 $5,241
     SCHZ98,880+2,895$5,241
MICROSOFT CORP 35,960 -1,412 $4,818
     MSFT35,960-1,412$4,818
ISHARES TR (IWR) 66,760 -1,883 $3,730
     IWR66,760-1,883$3,730
ISHARES TR (IWM) 20,798 -588 $3,234
     IWM20,798-588$3,234
JPMORGAN CHASE & CO 28,404 +122 $3,175
     JPM28,404+122$3,175
APPLE INC 14,852 +24 $2,939
     AAPL14,852+24$2,939
SELECT SECTOR SPDR TR (XLK) 37,055 +1,670 $2,892
     XLK37,055+1,670$2,892
SCHWAB STRATEGIC TR 39,202 +3,381 $2,802
     SCHA39,202+3,381$2,802
CHEVRON CORP NEW 22,095 +547 $2,749
     CVX22,095+547$2,749
SCHWAB STRATEGIC TR 47,482 +4,643 $2,711
     SCHM47,482+4,643$2,711
SCHWAB STRATEGIC TR 37,883 -422 $2,672
     SCHB37,883-422$2,672
SPDR S&P 500 ETF TR (SPY) 8,774 +627 $2,571
     SPY8,774+627$2,571
VISA INC 12,665 +1,156 $2,198
     V12,665+1,156$2,198
JOHNSON & JOHNSON 15,613 -744 $2,175
     JNJ15,613-744$2,175
VERIZON COMMUNICATIONS INC 35,595 -1,835 $2,034
     VZ35,595-1,835$2,034
COMCAST CORP NEW 47,207 +13,685 $1,996
     CMCSA47,207+13,685$1,996
ADOBE INC 6,734 +349 $1,984
     ADBE6,734+349$1,984
THERMO FISHER SCIENTIFIC INC 6,683 +1,013 $1,963
     TMO6,683+1,013$1,963
MERCK & CO INC 23,109 +2,423 $1,938
     MRK23,109+2,423$1,938
MCDONALDS CORP 9,317 -585 $1,935
     MCD9,317-585$1,935
ALPHABET INC 1,752 +353 $1,898
     GOOGL1,752+353$1,898
SELECT SECTOR SPDR TR (XLY) 15,920 +950 $1,898
     XLY15,920+950$1,898
LILLY ELI & CO 16,655 +1,935 $1,845
     LLY16,655+1,935$1,845
ABBOTT LABS 21,545 +4,565 $1,812
     ABT21,545+4,565$1,812
HARRIS CORP DEL 9,305 -1,592 $1,760
     HRS9,305-1,592$1,760
SELECT SECTOR SPDR TR (XLV) 17,934 +321 $1,661
     XLV17,934+321$1,661
WASTE MGMT INC DEL 13,958 +5,575 $1,610
     WM13,958+5,575$1,610
SELECT SECTOR SPDR TR (XLF) 56,653 +158 $1,563
     XLF56,653+158$1,563
SCHWAB STRATEGIC TR 57,251 +5,545 $1,502
     SCHE57,251+5,545$1,502
TEXAS INSTRS INC 12,812 -2,682 $1,471
     TXN12,812-2,682$1,471
AMERICAN EXPRESS CO 11,593 +1,596 $1,431
     AXP11,593+1,596$1,431
PROGRESSIVE CORP OHIO 17,883 +2,108 $1,429
     PGR17,883+2,108$1,429
ISHARES TR (IYF) 11,196 -324 $1,406
     IYF11,196-324$1,406
EXXON MOBIL CORP 18,039 -295 $1,382
     XOM18,039-295$1,382
ORACLE CORP 24,240 -1,672 $1,381
     ORCL24,240-1,672$1,381
PEPSICO INC 10,326 +252 $1,354
     PEP10,326+252$1,354
UNITEDHEALTH GROUP INC 5,490 -1,821 $1,340
     UNH5,490-1,821$1,340
WENDYS CO 67,962 +17,448 $1,331
     WEN67,962+17,448$1,331
BLACKROCK INC 2,708 -416 $1,271
     BLK2,708-416$1,271
AMAZON COM INC 669 +669 $1,267
     AMZN669+669$1,267
SELECT SECTOR SPDR TR (XLC) 25,259 +2,485 $1,243
     XLC25,259+2,485$1,243
SCHWAB STRATEGIC TR 23,398 +381 $1,242
     SCHD23,398+381$1,242

See Full List: All Stocks Held By Chesapeake Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Chesapeake Wealth Management

Size ($ in 1000's)
At 06/30/2019: $239,216
At 03/31/2019: $227,486

Chesapeake Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Chesapeake Wealth Management 13F filings. Link to 13F filings: SEC filings

Chesapeake Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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