Notify me when Chesapeake Wealth Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 158 | $335,733,804 | +$17,211,615 | -$5,153,970 | +$12,057,645 | AGG, MSFT, AAPL, XLK, VCSH | 13F-HR | 03 Feb 2026, 14:29 |
| Q3 2025 | 162 | $327,775,442 | +$10,213,369 | -$2,372,760 | +$7,840,609 | AGG, MSFT, AAPL, VCSH, XLK | 13F-HR | 03 Nov 2025, 12:09 |
| Q2 2025 | 158 | $299,835,082 | +$5,174,180 | -$4,654,313 | +$519,867 | AGG, MSFT, VCSH, AAPL, XLK | 13F-HR | 28 Jul 2025, 14:39 |
| Q1 2025 | 155 | $280,342,825 | +$3,436,453 | -$8,421,241 | -$4,984,788 | AGG, MSFT, AAPL, VCSH, XLK | 13F-HR | 08 May 2025, 11:23 |
| Q4 2024 | 159 | $291,572,910 | +$25,735,578 | -$7,629,274 | +$18,106,304 | AGG, MSFT, AAPL, VCSH, XLK | 13F-HR | 16 Jan 2025, 16:36 |
| Q3 2024 | 157 | $293,088,095 | +$10,703,859 | -$6,845,173 | +$3,858,686 | AGG, MSFT, AAPL, VCSH, XLK | 13F-HR | 07 Nov 2024, 15:49 |
| Q2 2024 | 155 | $275,753,406 | +$13,745,599 | -$9,793,099 | +$3,952,500 | MSFT, AGG, AAPL, VCSH, XLK | 13F-HR | 13 Aug 2024, 16:48 |
| Q1 2024 | 151 | $274,282,356 | +$6,753,318 | -$9,468,713 | -$2,715,395 | AGG, MSFT, VCSH, AAPL, XLK | 13F-HR | 07 May 2024, 10:57 |
| Q4 2023 | 151 | $258,982,104 | +$6,278,764 | -$8,855,812 | -$2,577,048 | AGG, MSFT, AAPL, VCSH, XLK | 13F-HR | 12 Feb 2024, 15:39 |
| Q3 2023 | 148 | $239,768,345 | +$2,912,108 | -$7,638,134 | -$4,726,026 | AGG, MSFT, VCSH, AAPL, XLK | 13F-HR | 16 Nov 2023, 11:10 |
| Q2 2023 | 154 | $253,656,763 | +$7,726,370 | -$6,283,559 | +$1,442,811 | AGG, MSFT, AAPL, VCSH, XLK | 13F-HR | 01 Aug 2023, 15:16 |
| Q1 2023 | 155 | $239,748,785 | +$5,215,031 | -$5,986,770 | -$771,739 | AGG, MSFT, VCSH, AAPL, SCHF | 13F-HR | 25 Apr 2023, 15:03 |
| Q4 2022 | 154 | $228,350,529 | +$8,175,485 | -$14,130,538 | -$5,955,053 | AGG, VCSH, MSFT, AAPL, LQD | 13F-HR | 23 Feb 2023, 09:20 |
| Q3 2022 | 159 | $219,044,000 | +$18,865,662 | -$17,240,855 | +$1,624,807 | AGG, VCSH, MSFT, AAPL, LQD | 13F-HR | 28 Oct 2022, 13:24 |
| Q2 2022 | 164 | $233,822,000 | +$11,191,125 | -$16,222,830 | -$5,031,705 | AGG, LQD, VCSH, MSFT, AAPL | 13F-HR | 21 Jul 2022, 09:42 |
| Q1 2022 | 185 | $275,320,000 | +$12,167,647 | -$11,399,834 | +$767,813 | AGG, LQD, MSFT, AAPL, SCHF | 13F-HR | 19 Apr 2022, 15:33 |
| Q4 2021 | 195 | $297,098,000 | +$9,323,063 | -$11,549,455 | -$2,226,392 | AGG, LQD, MSFT, AAPL, SCHF | 13F-HR | 03 Feb 2022, 11:27 |
| Q3 2021 | 201 | $279,661,000 | +$6,138,976 | -$32,617,265 | -$26,478,289 | AGG, LQD, MSFT, SCHF, SPMB | 13F-HR | 26 Oct 2021, 15:36 |
| Q2 2021 | 221 | $308,314,000 | +$14,589,174 | -$21,850,269 | -$7,261,095 | AGG, LQD, MSFT, SCHF, SPMB | 13F-HR | 29 Jul 2021, 14:21 |
| Q1 2021 | 218 | $298,788,000 | +$19,008,317 | -$23,205,821 | -$4,197,504 | AGG, LQD, MSFT, SPMB, SCHF | 13F-HR | 26 Apr 2021, 15:17 |
| Q4 2020 | 206 | $293,618,000 | +$17,308,573 | -$11,515,810 | +$5,792,763 | AGG, LQD, SPMB, MSFT, SCHF | 13F-HR | 05 Feb 2021, 08:39 |
| Q3 2020 | 189 | $267,653,000 | +$18,139,644 | -$10,175,181 | +$7,964,463 | AGG, LQD, MSFT, SPMB, SCHF | 13F-HR | 12 Nov 2020, 10:25 |
| Q2 2020 | 186 | $251,329,000 | +$16,157,943 | -$12,706,172 | +$3,451,771 | AGG, LQD, MSFT, SPMB, SCHF | 13F-HR | 11 Aug 2020, 16:11 |
| Q1 2020 | 173 | $216,479,000 | +$8,090,570 | -$12,381,683 | -$4,291,113 | AGG, LQD, SPMB, BNDX, SCHF | 13F-HR | 29 Apr 2020, 10:04 |
| Q4 2019 | 188 | $259,445,000 | +$17,463,632 | -$15,413,233 | +$2,050,399 | LQD, AGG, SCHF, SPMB, HYG | 13F-HR | 29 Jan 2020, 14:16 |
| Q3 2019 | 179 | $245,348,000 | +$15,537,653 | -$12,308,759 | +$3,228,894 | LQD, AGG, SPMB, SCHF, BNDX | 13F-HR | 25 Oct 2019, 11:46 |
| Q2 2019 | 179 | $239,216,000 | +$22,911,384 | -$18,588,428 | +$4,322,956 | LQD, AGG, SPMB, SCHF, HYG | 13F-HR | 01 Aug 2019, 11:02 |
| Q1 2019 | 181 | $227,486,000 | +$22,013,737 | -$16,354,594 | +$5,659,143 | AGG, LQD, SPMB, SCHF, HYG | 13F-HR | 17 Apr 2019, 11:32 |
| Q4 2018 | 178 | $201,951,000 | +$18,450,387 | -$16,717,586 | +$1,732,801 | AGG, LQD, SPMB, SCHF, HYG | 13F-HR | 06 Feb 2019, 10:06 |
| Q3 2018 | 189 | $224,938,000 | +$15,155,401 | -$17,259,225 | -$2,103,824 | AGG, LQD, SCHF, SPMB, IWV | 13F-HR | 14 Nov 2018, 12:53 |
| Q2 2018 | 182 | $216,819,000 | +$15,690,190 | -$17,154,995 | -$1,464,805 | AGG, LQD, SPMB, SCHF, IWV | 13F-HR | 07 Aug 2018, 16:11 |
| Q1 2018 | 178 | $216,561,000 | $0 | $0 | $0 | LQD, AGG, SPMB, SCHF, IWV | 13F-HR | 04 Jun 2018, 08:41 |