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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Chesapeake Wealth Management

Quarter ended Q3 2023 · Filed August 1, 2023 · Accession 0001730383-23-000004

Total Value
$253.7M
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287226128,394$12.6M4.96%
2MICROSOFT CORPMSFT31,252$10.6M4.20%
3APPLE INCAAPL51,326$10.0M3.92%
4VANGUARD SCOTTSDALE FDS92206C409116,330$8.8M3.47%
5SELECT SECTOR SPDR TR81369Y80341,794$7.3M2.86%
6SCHWAB STRATEGIC TR808524805195,910$7.0M2.75%
7ISHARES TR46428724259,155$6.4M2.52%
8SPDR SER TR78464A383290,137$6.4M2.51%
9ISHARES TR46428746570,818$5.1M2.02%
10VANGUARD CHARLOTTE FDS92203J40799,119$4.8M1.91%
11ISHARES TR46428749964,951$4.7M1.87%
12NVIDIA CORPORATIONNVDA10,735$4.5M1.79%
13ISHARES TR46428768917,504$4.5M1.76%
14ISHARES TR46435U853105,291$3.7M1.47%
15ALPHABET INCGOOG29,923$3.6M1.41%
16SCHWAB STRATEGIC TR80852410268,542$3.5M1.40%
17SPDR S&P 500 ETF TRSPY7,838$3.5M1.37%
18SCHWAB STRATEGIC TR80852479747,133$3.4M1.35%
19MCDONALDS CORPMCD11,466$3.4M1.35%
20SCHWAB STRATEGIC TR80852460777,827$3.4M1.34%
21AMAZON COM INCAMZN24,328$3.2M1.25%
22SCHWAB STRATEGIC TR80852483967,116$3.1M1.22%
23SELECT SECTOR SPDR TR81369Y20921,410$2.8M1.12%
24CHEVRON CORP NEWCVX17,887$2.8M1.11%
25ISHARES TR46428765514,547$2.7M1.07%
26SCHWAB STRATEGIC TR80852430034,086$2.6M1.01%
27FLEXSHARES TRFLEX105,207$2.5M0.98%
28UNITEDHEALTH GROUP INCUNH5,124$2.5M0.97%
29TEXAS INSTRS INC88250810413,254$2.4M0.94%
30THERMO FISHER SCIENTIFIC INCTMO4,493$2.3M0.92%
31PROCTER AND GAMBLE CO74271810915,318$2.3M0.92%
32BERKSHIRE HATHAWAY INC DELBRK-A6,556$2.2M0.88%
33SELECT SECTOR SPDR TR81369Y40713,134$2.2M0.88%
34ACCENTURE PLC IRELANDACN7,131$2.2M0.87%
35SELECT SECTOR SPDR TR81369Y60565,191$2.2M0.87%
36LILLY ELI & COLLY4,400$2.1M0.81%
37HOME DEPOT INCHD6,559$2.0M0.80%
38SELECT SECTOR SPDR TR81369Y85231,241$2.0M0.80%
39ABBVIE INCABBV14,648$2.0M0.78%
40NEXTERA ENERGY INCNEE-PW25,927$1.9M0.76%
41MERCK & CO INCMRK16,392$1.9M0.75%
42SELECT SECTOR SPDR TR81369Y70416,950$1.8M0.72%
43BROADCOM INCAVGO2,039$1.8M0.70%
44UNION PAC CORPUNP8,534$1.7M0.69%
45ORACLE CORPORCL-PD14,656$1.7M0.69%
46META PLATFORMS INCMETA5,841$1.7M0.66%
47JPMORGAN CHASE & COVYLD11,473$1.7M0.66%
48SCHWAB STRATEGIC TR80852450823,425$1.7M0.66%
49SELECT SECTOR SPDR TR81369Y30821,152$1.6M0.62%
50DBX ETF TR23305120042,637$1.5M0.59%
51SCHWAB STRATEGIC TR80852470661,031$1.5M0.59%
52JOHNSON & JOHNSONJNJ8,861$1.5M0.58%
53VERIZON COMMUNICATIONS INCVZ39,428$1.5M0.58%
54UNITED PARCEL SERVICE INCUPS7,783$1.4M0.55%
55SYNOPSYS INCSNPS3,167$1.4M0.54%
56MORGAN STANLEYMS-PQ16,142$1.4M0.54%
57AMERICAN EXPRESS COAXP7,488$1.3M0.51%
58TJX COS INC NEW87254010915,171$1.3M0.51%
59EXXON MOBIL CORPXOM11,756$1.3M0.50%
60WALMART INCWMT7,972$1.3M0.49%
61BRISTOL-MYERS SQUIBB COCELG-RI19,103$1.2M0.48%
62COCA COLA COKO19,837$1.2M0.47%
63HONEYWELL INTL INC4385161065,413$1.1M0.44%
64PROLOGIS INC.PLDGP9,020$1.1M0.44%
65MASTERCARD INCORPORATEDMA2,773$1.1M0.43%
66SELECT SECTOR SPDR TR81369Y50613,375$1.1M0.43%
67SELECT SECTOR SPDR TR81369Y10013,032$1.1M0.43%
68CISCO SYS INCCSCO20,250$1.0M0.41%
69DISNEY WALT CO25468710611,186$998,6860.39%
70SCHWAB STRATEGIC TR80852440914,645$982,5330.39%
71L3HARRIS TECHNOLOGIES INCLHX4,883$955,9440.38%
72MICROSOFT CORPMSFT2,700$919,4580.36%
73BLACKROCK INCBLK1,304$901,2460.36%
74BANK AMERICA CORP06050510431,197$895,0410.35%
75ABBOTT LABSABLZF8,078$880,6630.35%
76AMGEN INCAMGN3,750$832,5750.33%
77ISHARES TR46428778810,710$799,0730.32%
78TESLA INCTSLA2,984$781,1210.31%
79PEPSICO INCPEP4,166$771,6320.30%
80ISHARES TR46428723419,111$756,0310.30%
81NORFOLK SOUTHN CORP6558441083,317$752,1620.30%
82CONOCOPHILLIPSCOP7,158$741,6400.29%
83VANGUARD INDEX FDS9229085538,870$741,1770.29%
84ISHARES TR4642876892,868$729,8480.29%
85SELECT SECTOR SPDR TR81369Y88610,915$714,2770.28%
86MONDELEZ INTL INC6092071059,523$694,6070.27%
87VALERO ENERGY CORPVLO5,914$693,7120.27%
88LINDE PLCLIN1,782$679,0840.27%
89FISERV INCFISV5,365$676,7940.27%
90SHERWIN WILLIAMS COSHW2,485$659,8170.26%
91CVS HEALTH CORPCVS9,405$650,1670.26%
92AIR PRODS & CHEMS INCAIIR2,119$634,7040.25%
93ISHARES TR4642881586,040$628,4010.25%
94LOWES COS INC5486611072,747$619,9970.24%
95GENERAL DYNAMICS CORPGD2,760$593,8140.23%
96CORTEVA INCCTVA10,344$592,7110.23%
97ADOBE SYSTEMS INCORPORATEDADBE1,135$555,0030.22%
98INTERCONTINENTAL EXCHANGE IN45866F1044,308$487,1480.19%
99DOMINION ENERGY INCD9,406$487,1460.19%
100VISA INCV1,991$472,8220.19%
101SPDR GOLD TRGLD2,612$465,6410.18%
102PHILIP MORRIS INTL INC7181721094,696$458,4230.18%
103ISHARES TR4642885136,083$456,6500.18%
104PUBLIC STORAGEPSA-PS1,444$421,4740.17%
105VANGUARD INDEX FDS9229083631,005$409,3160.16%
106AFLAC INCAFL5,862$409,1670.16%
107PFIZER INCPFE10,606$389,0280.15%
108AT&T INCT-PC24,202$386,0210.15%
109PEPSICO INCPEP2,069$383,2200.15%
110ISHARES TR4642874655,209$377,6520.15%
111COLGATE PALMOLIVE COCL4,780$368,2510.15%
112ISHARES TR4642877213,379$367,8710.15%
113GILEAD SCIENCES INCGILD4,756$366,5440.14%
114NEXTERA ENERGY INCNEE-PW4,910$364,3220.14%
115COMCAST CORP NEWCCZ8,660$359,8230.14%
116AUTOZONE INCAZO141$351,5630.14%
117SELECT SECTOR SPDR TR81369Y8608,966$337,9280.13%
118VANGUARD SCOTTSDALE FDS92206C4094,460$337,4430.13%
119MARATHON PETE CORPMARA2,883$336,1570.13%
120INTERNATIONAL BUSINESS MACHSINTR2,499$334,3910.13%
121COSTCO WHSL CORP NEW22160K105615$331,1030.13%
122HOME DEPOT INCHD1,060$329,2780.13%
123VANGUARD STAR FDS9219097685,855$328,3480.13%
124LABORATORY CORP AMER HLDGS50540R4091,307$315,4180.12%
125INTUITIVE SURGICAL INCISRG901$308,0870.12%
126BERKSHIRE HATHAWAY INC DELBRK-A903$307,9230.12%
127SEMPRASREA2,096$305,1560.12%
128WASTE MGMT INC DEL94106L1091,746$302,7910.12%
129CINTAS CORPCTAS605$300,7330.12%
130INTEL CORPINTC8,978$300,2240.12%
131TRACTOR SUPPLY COTSCO1,353$299,1480.12%
132ISHARES TR4642876221,225$298,5810.12%
133DUPONT DE NEMOURS INCDD4,173$298,1190.12%
134ISHARES TR4642872263,025$296,2980.12%
135ILLINOIS TOOL WKS INC4523081091,182$295,6890.12%
136AMERIPRISE FINL INC03076C106885$293,9610.12%
137AUTONATION INCAN1,779$292,8410.12%
138EXXON MOBIL CORPXOM2,710$290,6470.11%
139DOW INCDOW5,439$289,6810.11%
140GENERAL DYNAMICS CORPGD1,307$281,2010.11%
141SCHWAB STRATEGIC TR8085242015,230$273,8950.11%
142ALPHABET INCGOOG2,261$273,5130.11%
1433M COMMM2,700$270,2430.11%
144APPLE INCAAPL1,370$265,7380.10%
145ISHARES TR4642874081,605$258,7090.10%
146XCEL ENERGY INCXELLL4,151$258,0670.10%
147PUBLIC SVC ENTERPRISE GRP IN7445731064,052$253,6950.10%
148ISHARES TR4642873093,595$253,3750.10%
149ORACLE CORPORCL-PD2,125$253,0660.10%
150ISHARES TR464287200563$250,9340.10%
151ISHARES TR4642885882,582$240,8100.09%
152SPDR SER TR78464A38310,838$237,4600.09%
153ISHARES TR4642877542,194$232,6510.09%
154SOUTHERN COSOMN3,273$229,9280.09%
155EMERSON ELEC COEMR2,507$226,6070.09%
156ISHARES TR4642875803,107$221,1170.09%
157DOVER CORPDOV1,486$219,4070.09%
158SERVICENOW INCNOW389$218,6060.09%
159VANGUARD CHARLOTTE FDS92203J4074,423$216,1960.09%
160ALLSTATE CORPALL-PJ1,978$215,6810.09%
161ALLIANT ENERGY CORPLNT4,080$214,1180.08%
162AGILENT TECHNOLOGIES INCA1,766$212,3610.08%
163ISHARES TR46435U8535,865$207,0340.08%
164ISHARES TR4642898673,960$203,7420.08%
165ISHARES TR464287614735$202,2570.08%
166HESS CORPHESM1,480$201,2060.08%
167KIMBERLY-CLARK CORPKMB1,400$193,2840.08%
168ILLINOIS TOOL WKS INC452308109715$178,8640.07%
169UDR INCUDR3,920$168,4030.07%
170ISHARES TR464287655875$163,8610.06%
171CME GROUP INCCME875$162,1280.06%
172ISHARES TR4642874992,219$162,0530.06%
173SPDR S&P 500 ETF TRSPY356$157,8070.06%
174AUTOMATIC DATA PROCESSING INADP717$157,5890.06%
175ACCENTURE PLC IRELANDACN500$154,2900.06%
176ISHARES TR4642875802,030$144,4700.06%
177PROCTER AND GAMBLE CO742718109950$144,1530.06%
178LILLY ELI & COLLY300$140,6940.06%
179UDR INCUDR3,240$139,1900.05%
180BRISTOL-MYERS SQUIBB COCELG-RI2,140$136,8530.05%
181ALPHABET INCGOOG1,100$131,6700.05%
182ISHARES TR4642877211,200$130,6440.05%
183JPMORGAN CHASE & COVYLD897$130,4590.05%
184ISHARES TR4642872421,120$121,1160.05%
185ISHARES TR464287622481$117,2380.05%
186SCHWAB STRATEGIC TR8085243001,455$109,0520.04%
187CISCO SYS INCCSCO1,865$96,4950.04%
188AMGEN INCAMGN425$94,3580.04%
189KIMBERLY-CLARK CORPKMB656$90,5670.04%
190ABBVIE INCABBV649$87,4390.03%
191L3HARRIS TECHNOLOGIES INCLHX440$86,1380.03%
192ISHARES TR4642877881,096$81,7720.03%
193CHEVRON CORP NEWCVX495$77,8880.03%
194AUTOMATIC DATA PROCESSING INADP350$76,9260.03%
195NVIDIA CORPORATIONNVDA180$76,1430.03%
196WALMART INCWMT415$65,2290.03%
197PFIZER INCPFE1,592$58,3940.02%
198BLACKROCK INCBLK84$58,0550.02%
199AT&T INCT-PC3,560$56,7820.02%
200JOHNSON & JOHNSONJNJ335$55,4490.02%
201AMAZON COM INCAMZN400$52,1440.02%
202ABBOTT LABSABLZF475$51,7840.02%
203MERCK & CO INCMRK400$46,1560.02%
204VERIZON COMMUNICATIONS INCVZ1,215$45,1850.02%
205INTERNATIONAL BUSINESS MACHSINTR335$44,8260.02%
206MCDONALDS CORPMCD150$44,7610.02%
207SCHWAB STRATEGIC TR808524409660$44,2790.02%
208SCHWAB STRATEGIC TR808524607965$42,2670.02%
209COCA COLA COKO700$42,1540.02%
210UNION PAC CORPUNP205$41,9470.02%
211THERMO FISHER SCIENTIFIC INCTMO80$41,7400.02%
212CME GROUP INCCME225$41,6900.02%
213ISHARES TR464287754371$39,3400.02%
214SCHWAB STRATEGIC TR8085247061,555$38,2990.02%
215BANK AMERICA CORP0605051041,275$36,5790.01%
216COLGATE PALMOLIVE COCL450$34,6680.01%
217SHERWIN WILLIAMS COSHW129$34,2520.01%
218MORGAN STANLEYMS-PQ385$32,8790.01%
219AFLAC INCAFL455$31,7590.01%
220HONEYWELL INTL INC438516106150$31,1250.01%
221SEMPRASREA200$29,1180.01%
222AIR PRODS & CHEMS INCAIIR88$26,3580.01%
223TEXAS INSTRS INC882508104145$26,1020.01%
224INTUITIVE SURGICAL INCISRG75$25,6450.01%
225ADOBE SYSTEMS INCORPORATEDADBE50$24,4490.01%
226ISHARES TR464288513320$24,0220.01%
227VISA INCV100$23,7480.01%
228FLEXSHARES TRFLEX995$23,5610.01%
229VALERO ENERGY CORPVLO200$23,4600.01%
230MARATHON PETE CORPMARA200$23,3200.01%
231META PLATFORMS INCMETA80$22,9580.01%
232ISHARES TR464287234575$22,7470.01%
233UNITEDHEALTH GROUP INCUNH45$21,6280.01%
2343M COMMM200$20,0180.01%
235AUTOZONE INCAZO8$19,9460.01%
236DOMINION ENERGY INCD385$19,9390.01%
237AUTONATION INCAN112$18,4360.01%
238VANGUARD INDEX FDS922908553215$17,9650.01%
239SELECT SECTOR SPDR TR81369Y506218$17,6950.01%
240CVS HEALTH CORPCVS246$17,0050.01%
241ALLIANT ENERGY CORPLNT300$15,7440.01%
242FISERV INCFISV110$13,8760.01%
243SCHWAB STRATEGIC TR808524797185$13,4340.01%
244INTEL CORPINTC400$13,3760.01%
245AMERIPRISE FINL INC03076C10640$13,2860.01%
246PROLOGIS INC.PLDGP100$12,2630.00%
247LABORATORY CORP AMER HLDGS50540R40948$11,5830.00%
248COMCAST CORP NEWCCZ262$10,8860.00%
249VANGUARD STAR FDS921909768185$10,3740.00%
250DISNEY WALT CO254687106100$8,9280.00%
251SELECT SECTOR SPDR TR81369Y10095$7,8720.00%
252PUBLIC SVC ENTERPRISE GRP IN744573106125$7,8260.00%
253PUBLIC STORAGEPSA-PS25$7,2970.00%
254SELECT SECTOR SPDR TR81369Y40740$6,7920.00%
255DBX ETF TR233051200155$5,4820.00%
256XCEL ENERGY INCXELLL61$3,7920.00%
257SELECT SECTOR SPDR TR81369Y80320$3,4770.00%
258SELECT SECTOR SPDR TR81369Y85250$3,2540.00%
259SCHWAB STRATEGIC TR80852480590$3,2080.00%