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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 Q1 2024 · Filed May 7, 2024 · Accession 0001730383-24-000002

Total Value
$274.3M
Positions
257
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (257)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287226131,373$12.9M4.69%
2MICROSOFT CORPMSFT28,182$11.9M4.32%
3VANGUARD SCOTTSDALE FDS92206C409122,681$9.5M3.46%
4APPLE INCAAPL48,516$8.3M3.03%
5SELECT SECTOR SPDR TR81369Y80338,145$7.9M2.90%
6SCHWAB STRATEGIC TR808524805193,184$7.5M2.75%
7NVIDIA CORPORATIONNVDA8,276$7.5M2.73%
8ISHARES TR46428724256,800$6.2M2.26%
9SPDR SER TR78464A383259,936$5.6M2.06%
10ISHARES TR46428746569,013$5.5M2.01%
11ISHARES TR46428749962,601$5.3M1.92%
12VANGUARD CHARLOTTE FDS92203J407102,795$5.1M1.84%
13ISHARES TR46428768915,407$4.6M1.69%
14ALPHABET INCGOOG28,036$4.2M1.54%
15AMAZON COM INCAMZN22,746$4.1M1.50%
16ISHARES TR46435U853111,823$4.1M1.49%
17SCHWAB STRATEGIC TR80852410266,579$4.1M1.48%
18SCHWAB STRATEGIC TR80852460779,885$3.9M1.43%
19SPDR S&P 500 ETF TRSPY7,488$3.9M1.43%
20SCHWAB STRATEGIC TR80852430039,647$3.7M1.34%
21DBX ETF TR23305120083,813$3.4M1.25%
22SCHWAB STRATEGIC TR80852483972,408$3.3M1.21%
23SELECT SECTOR SPDR TR81369Y20921,068$3.1M1.13%
24MCDONALDS CORPMCD10,983$3.1M1.13%
25SCHWAB STRATEGIC TR80852479737,144$3.0M1.09%
26META PLATFORMS INCMETA5,963$2.9M1.06%
27ISHARES TR46428765513,413$2.8M1.03%
28ISHARES TR4642872005,207$2.7M1.00%
29SELECT SECTOR SPDR TR81369Y60564,347$2.7M0.99%
30BERKSHIRE HATHAWAY INC DELBRK-A6,307$2.7M0.97%
31ELI LILLY & COLLY3,302$2.6M0.94%
32BROADCOM INCAVGO1,927$2.6M0.93%
33ABBVIE INCABBV13,818$2.5M0.92%
34CHEVRON CORP NEWCVX15,578$2.5M0.90%
35HOME DEPOT INCHD6,325$2.4M0.88%
36THERMO FISHER SCIENTIFIC INCTMO4,169$2.4M0.88%
37SELECT SECTOR SPDR TR81369Y85229,587$2.4M0.88%
38SELECT SECTOR SPDR TR81369Y70419,135$2.4M0.88%
39SELECT SECTOR SPDR TR81369Y40713,040$2.4M0.87%
40PROCTER AND GAMBLE CO74271810914,757$2.4M0.87%
41UNITEDHEALTH GROUP INCUNH4,760$2.4M0.86%
42ACCENTURE PLC IRELANDACN6,570$2.3M0.83%
43MERCK & CO INCMRK16,272$2.1M0.78%
44JPMORGAN CHASE & COVYLD10,130$2.0M0.74%
45UNION PAC CORPUNP7,954$2.0M0.71%
46FLEXSHARES TRFLEX78,967$1.9M0.68%
47SCHWAB STRATEGIC TR80852450822,380$1.8M0.66%
48ORACLE CORPORCL-PD14,241$1.8M0.65%
49SCHWAB STRATEGIC TR80852470664,939$1.6M0.60%
50AMERICAN EXPRESS COAXP7,125$1.6M0.59%
51TEXAS INSTRS INC8825081049,131$1.6M0.58%
52SELECT SECTOR SPDR TR81369Y30820,771$1.6M0.58%
53NEXTERA ENERGY INCNEE-PW24,810$1.6M0.58%
54MORGAN STANLEYMS-PQ15,278$1.4M0.52%
55TJX COS INC NEW87254010914,175$1.4M0.52%
56WALMART INCWMT23,101$1.4M0.51%
57MASTERCARD INCORPORATEDMA2,840$1.4M0.50%
58EXXON MOBIL CORPXOM11,294$1.3M0.48%
59SYNOPSYS INCSNPS2,277$1.3M0.47%
60COCA COLA COKO20,816$1.3M0.46%
61JOHNSON & JOHNSONJNJ7,949$1.3M0.46%
62SELECT SECTOR SPDR TR81369Y50613,196$1.2M0.45%
63SELECT SECTOR SPDR TR81369Y10012,161$1.1M0.41%
64MICROSOFT CORPMSFT2,640$1.1M0.40%
65PROLOGIS INC.PLDGP8,441$1.1M0.40%
66ADOBE INCADBE2,142$1.1M0.39%
67UNITED PARCEL SERVICE INCUPS7,245$1.1M0.39%
68HONEYWELL INTL INC4385161065,149$1.1M0.39%
69BANK AMERICA CORP06050510427,631$1.0M0.38%
70ISHARES TR46428778810,694$1.0M0.37%
71AMGEN INCAMGN3,468$986,0210.36%
72L3HARRIS TECHNOLOGIES INCLHX4,587$977,4890.36%
73CONOCOPHILLIPSCOP7,566$963,0000.35%
74SHERWIN WILLIAMS COSHW2,745$953,4200.35%
75VALERO ENERGY CORPVLO5,574$951,4260.35%
76BLACKROCK INCBLK1,133$944,5820.34%
77CISCO SYS INCCSCO18,322$914,4660.33%
78SCHWAB STRATEGIC TR80852440912,005$912,1390.33%
79INTUITIVE SURGICAL INCISRG2,177$868,8180.32%
80VERIZON COMMUNICATIONS INCVZ19,799$830,7660.30%
81VANGUARD INDEX FDS9229085539,511$822,5110.30%
82T-MOBILE US INCTMUSZ4,910$801,4100.29%
83ISHARES TR4642876892,589$776,9070.28%
84ABBOTT LABSABLZF6,790$771,7510.28%
85BRISTOL-MYERS SQUIBB COCELG-RI14,127$766,1260.28%
86FISERV INCFISV4,780$763,9390.28%
87LINDE PLCLIN1,642$762,4130.28%
88NORFOLK SOUTHN CORP6558441082,977$758,7470.28%
89SELECT SECTOR SPDR TR81369Y88611,512$755,7620.28%
90GENERAL DYNAMICS CORPGD2,607$736,4510.27%
91PEPSICO INCPEP3,974$695,5340.25%
92ISHARES TR46428723415,740$646,5990.24%
93LOWES COS INC5486611072,520$641,9190.23%
94ISHARES TR4642881585,765$603,7680.22%
95INTERCONTINENTAL EXCHANGE IN45866F1044,190$575,8310.21%
96SCHWAB STRATEGIC TR8085242018,970$556,6780.20%
97DISNEY WALT CO2546871064,479$548,0500.20%
98MONDELEZ INTL INC6092071057,623$533,6100.19%
99VANGUARD INDEX FDS9229083631,098$527,8080.19%
100SPDR GOLD TRGLD2,473$508,7450.19%
101AIR PRODS & CHEMS INCAIIR2,060$499,0760.18%
102HOME DEPOT INCHD1,230$471,8280.17%
103TESLA INCTSLA2,664$468,3040.17%
104VISA INCV1,650$460,4820.17%
105INTERNATIONAL BUSINESS MACHSINTR2,269$433,2880.16%
106AFLAC INCAFL5,010$430,1580.16%
107COSTCO WHSL CORP NEW22160K105569$416,8660.15%
108AT&T INCT-PC23,187$408,0910.15%
109MARATHON PETE CORPMARA2,022$407,4330.15%
110COLGATE PALMOLIVE COCL4,443$400,0920.15%
111AUTOZONE INCAZO126$397,1070.14%
112VANGUARD STAR FDS9219097686,532$393,8790.14%
113PUBLIC STORAGE OPER COPSA-PS1,350$391,5810.14%
114INTEL CORPINTC8,679$383,3510.14%
115ISHARES TR4642874654,792$382,6890.14%
116ISHARES TR4642877212,820$380,8690.14%
117PHILIP MORRIS INTL INC7181721094,131$378,4820.14%
118SELECT SECTOR SPDR TR81369Y8609,445$373,3600.14%
119ISHARES TR4642885134,690$364,5530.13%
120GENERAL DYNAMICS CORPGD1,290$364,4120.13%
121PEPSICO INCPEP2,044$357,7200.13%
122ISHARES TR4642876221,225$352,8360.13%
123COMCAST CORP NEWCCZ7,983$346,0630.13%
124GILEAD SCIENCES INCGILD4,704$344,5680.13%
125SEMPRASREA4,783$343,5620.13%
126WASTE MGMT INC DEL94106L1091,582$337,2030.12%
127CINTAS CORPCTAS490$336,6440.12%
128BERKSHIRE HATHAWAY INC DELBRK-A773$325,0610.12%
129ALPHABET INCGOOG2,120$322,7910.12%
130NEXTERA ENERGY INCNEE-PW4,946$316,0980.12%
131EXXON MOBIL CORPXOM2,710$315,0100.11%
132ISHARES TR4642872263,180$311,4490.11%
133AMERIPRISE FINL INC03076C106700$306,9080.11%
134ILLINOIS TOOL WKS INC4523081091,143$306,7010.11%
135ISHARES TR4642877542,439$306,6060.11%
136APPLE INCAAPL1,680$288,0860.11%
137ELI LILLY & COLLY370$287,8450.10%
1383M COMMM2,700$286,3890.10%
139LABORATORY CORP AMER HLDGS50540R4091,262$275,6960.10%
140ALLSTATE CORPALL-PJ1,543$266,9540.10%
141ORACLE CORPORCL-PD2,125$266,9210.10%
142ISHARES TR4642873093,155$266,4080.10%
143INVESCO EXCHANGE TRADED FD TIVZ1,549$262,3540.10%
144ISHARES TR4642874081,387$259,1050.09%
145SPDR SER TR78464A38311,883$258,0980.09%
146ISHARES TR4642885882,778$256,7420.09%
147DOMINION ENERGY INCD5,169$254,2830.09%
148PUBLIC SVC ENTERPRISE GRP IN7445731063,782$252,5610.09%
149SERVICENOW INCNOW329$250,8290.09%
150DOVER CORPDOV1,389$246,1160.09%
151ISHARES TR4642875802,940$240,9910.09%
152DUPONT DE NEMOURS INCDD3,073$235,6060.09%
153ISHARES TR46435U8536,415$234,7240.09%
154VANGUARD SCOTTSDALE FDS92206C4092,965$229,2240.08%
155ISHARES TR4642898673,960$220,4530.08%
156BLACKSTONE INCBX1,595$209,5350.08%
157EMERSON ELEC COEMR1,830$207,5580.08%
158INTUITINTU318$206,7000.08%
159MOODYS CORPMCO525$206,3400.08%
160JPMORGAN CHASE & COVYLD1,010$202,3030.07%
161SOUTHERN COSOMN2,773$198,9350.07%
162PROGRESSIVE CORP743315103953$197,0990.07%
163KIMBERLY-CLARK CORPKMB1,500$194,0250.07%
164ILLINOIS TOOL WKS INC452308109715$191,8550.07%
165VANGUARD CHARLOTTE FDS92203J4073,808$187,3150.07%
166ISHARES TR464287655870$182,9610.07%
167PFIZER INCPFE6,536$181,3740.07%
168ISHARES TR4642874992,148$180,6250.07%
169ABBVIE INCABBV991$180,4610.07%
170CME GROUP INCCME825$177,6140.06%
171SPDR S&P 500 ETF TRSPY337$176,2740.06%
172ACCENTURE PLC IRELANDACN500$173,3050.06%
173ISHARES TR4642877211,235$166,7990.06%
174ISHARES TR4642875802,030$166,3990.06%
175WELLS FARGO CO NEW9497461012,866$166,1130.06%
176ALPHABET INCGOOG1,100$166,0230.06%
177AUTOMATIC DATA PROCESSING INADP637$159,0840.06%
178PROCTER AND GAMBLE CO742718109950$154,1370.06%
179UDR INCUDR3,715$138,9780.05%
180ISHARES TR4642872421,265$137,7830.05%
181SCHWAB STRATEGIC TR8085243001,375$127,4900.05%
182ISHARES TR4642877881,284$122,8140.04%
183UDR INCUDR3,240$121,2080.04%
184AMGEN INCAMGN425$120,8360.04%
185NVIDIA CORPORATIONNVDA125$112,9450.04%
186BRISTOL-MYERS SQUIBB COCELG-RI2,065$111,9840.04%
187SCHWAB STRATEGIC TR8085248392,400$110,4000.04%
188ISHARES TR464287622352$101,3860.04%
189MCDONALDS CORPMCD340$95,8630.03%
190BLACKROCK INCBLK114$95,0410.03%
191CHEVRON CORP NEWCVX595$93,8550.03%
192L3HARRIS TECHNOLOGIES INCLHX440$93,7640.03%
193CISCO SYS INCCSCO1,865$93,0820.03%
194AUTOMATIC DATA PROCESSING INADP340$84,9110.03%
195WELLS FARGO CO NEW9497461011,400$81,1440.03%
196WALMART INCWMT1,345$80,9280.03%
197AMAZON COM INCAMZN400$72,1520.03%
198JOHNSON & JOHNSONJNJ435$68,8120.03%
199INTERNATIONAL BUSINESS MACHSINTR335$63,9710.02%
200MORGAN STANLEYMS-PQ665$62,6160.02%
201ISHARES TR464287754492$61,8490.02%
202KIMBERLY-CLARK CORPKMB467$60,4060.02%
203AT&T INCT-PC3,250$57,2000.02%
204ABBOTT LABSABLZF475$53,9880.02%
205MERCK & CO INCMRK400$52,7800.02%
206COCA COLA COKO850$52,0030.02%
207VERIZON COMMUNICATIONS INCVZ1,215$50,9810.02%
208UNION PAC CORPUNP205$50,4150.02%
209VISA INCV180$50,2340.02%
210CME GROUP INCCME225$48,4400.02%
211BANK AMERICA CORP0605051041,275$48,3480.02%
212THERMO FISHER SCIENTIFIC INCTMO80$46,4960.02%
213SHERWIN WILLIAMS COSHW129$44,8050.02%
214PFIZER INCPFE1,580$43,8450.02%
215MARATHON PETE CORPMARA200$40,3000.01%
216COLGATE PALMOLIVE COCL439$39,5310.01%
217AFLAC INCAFL455$39,0660.01%
218META PLATFORMS INCMETA80$38,8460.01%
219UNITED PARCEL SERVICE INCUPS260$38,6430.01%
220PROGRESSIVE CORP743315103175$36,1930.01%
221AIR PRODS & CHEMS INCAIIR146$35,3710.01%
222SCHWAB STRATEGIC TR8085247061,360$34,3400.01%
223SOUTHERN COSOMN460$33,0000.01%
224HONEYWELL INTL INC438516106150$30,7870.01%
225SCHWAB STRATEGIC TR808524607620$30,5280.01%
226INTUITIVE SURGICAL INCISRG75$29,9310.01%
227SEMPRASREA400$28,7320.01%
228SELECT SECTOR SPDR TR81369Y100284$26,3800.01%
229PROLOGIS INC.PLDGP200$26,0440.01%
230TEXAS INSTRS INC882508104145$25,2600.01%
231ADOBE INCADBE50$25,2300.01%
232SCHWAB STRATEGIC TR808524797310$24,9950.01%
233VALERO ENERGY CORPVLO144$24,5790.01%
234ISHARES TR464287234575$23,6210.01%
235FLEXSHARES TRFLEX995$23,5310.01%
236NORFOLK SOUTHN CORP65584410890$22,9380.01%
237UNITEDHEALTH GROUP INCUNH45$22,2610.01%
2383M COMMM200$21,2140.01%
239SELECT SECTOR SPDR TR81369Y506218$20,5810.01%
240DOMINION ENERGY INCD385$18,9380.01%
241VANGUARD INDEX FDS922908553215$18,5930.01%
242PHILIP MORRIS INTL INC718172109200$18,3240.01%
243INTEL CORPINTC400$17,6680.01%
244FISERV INCFISV110$17,5800.01%
245AMERIPRISE FINL INC03076C10640$17,5370.01%
246AUTOZONE INCAZO5$15,7580.01%
247PUBLIC STORAGE OPER COPSA-PS44$12,7620.00%
248VANGUARD STAR FDS921909768210$12,6630.00%
249DISNEY WALT CO254687106100$12,2360.00%
250PUBLIC SVC ENTERPRISE GRP IN744573106125$8,3470.00%
251LABORATORY CORP AMER HLDGS50540R40935$7,6460.00%
252SELECT SECTOR SPDR TR81369Y40740$7,3550.00%
253MONDELEZ INTL INC609207105100$7,0000.00%
254SELECT SECTOR SPDR TR81369Y80320$4,1650.00%
255SELECT SECTOR SPDR TR81369Y85250$4,0830.00%
256SCHWAB STRATEGIC TR80852480590$3,5110.00%
257COMCAST CORP NEWCCZ66$2,8610.00%