Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHESAPEAKE WEALTH MANAGEMENT | 02-01-2024 | 12-31-2023 | 253 | 258,982,104 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE US AGGBD ET | 1 | $12,465,402 | 125,596 | 0.00 | 0.01 | -5,013 | -3.84 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $12,130,448 | 32,258 | 0.00 | 0.00 | -872 | -2.63 | 12-31-2023 |
| APPLE INC | COM | 3 | $9,789,379 | 50,846 | 0.00 | 0.00 | -995 | -1.92 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 4 | $9,379,100 | 121,224 | 0.00 | 0.00 | -3,024 | -2.43 | 12-31-2023 |
