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 |
|---|---|---|---|---|---|---|---|---|---|
| DOMINION ENERGY INC | COM | 151 | $326,353 | 6,943 | 0.00 | 0.00 | -2,021 | -22.55 | 12-31-2023 |
| CINTAS CORP | COM | 152 | $325,436 | 540 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 153 | $319,224 | 5,660 | 0.00 | 0.00 | 800 | 16.46 | 12-31-2023 |
| 3M CO | COM | 154 | $317,028 | 2,900 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
