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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 Q2 2024 · Filed August 13, 2024 · Accession 0001730383-24-000003

Total Value
$275.8M
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287226130,748$12.7M4.60%
2MICROSOFT CORPMSFT28,060$12.5M4.55%
3APPLE INCAAPL48,418$10.2M3.70%
4VANGUARD SCOTTSDALE FDS92206C409124,258$9.6M3.48%
5SELECT SECTOR SPDR TR81369Y80340,542$9.2M3.33%
6NVIDIA CORPORATIONNVDA67,590$8.4M3.03%
7SCHWAB STRATEGIC TR808524805193,746$7.4M2.70%
8ISHARES TR46428724254,404$5.8M2.11%
9ISHARES TR46428746570,639$5.5M2.01%
10SPDR SER TR78464A383256,127$5.5M2.00%
11VANGUARD CHARLOTTE FDS92203J407103,978$5.1M1.84%
12ALPHABET INCGOOG27,355$5.0M1.81%
13ISHARES TR46428749959,492$4.8M1.75%
14SCHWAB STRATEGIC TR80852410268,426$4.3M1.56%
15AMAZON COM INCAMZN22,162$4.3M1.55%
16SPDR S&P 500 ETF TRSPY7,778$4.2M1.54%
17ISHARES TR46435U853113,629$4.1M1.49%
18SCHWAB STRATEGIC TR80852430040,348$4.1M1.48%
19ISHARES TR46428768913,130$4.1M1.47%
20SCHWAB STRATEGIC TR80852460779,944$3.8M1.38%
21DBX ETF TR23305120089,442$3.7M1.34%
22ISHARES TR4642872005,931$3.2M1.18%
23SCHWAB STRATEGIC TR80852483969,873$3.2M1.15%
24SELECT SECTOR SPDR TR81369Y20921,297$3.1M1.13%
25ELI LILLY & COLLY3,167$2.9M1.04%
26BROADCOM INCAVGO1,775$2.8M1.03%
27SCHWAB STRATEGIC TR80852479735,615$2.8M1.00%
28META PLATFORMS INCMETA5,457$2.8M1.00%
29MCDONALDS CORPMCD10,781$2.7M1.00%
30SELECT SECTOR SPDR TR81369Y60564,533$2.7M0.96%
31SELECT SECTOR SPDR TR81369Y85229,716$2.5M0.92%
32ISHARES TR46428765512,454$2.5M0.92%
33BERKSHIRE HATHAWAY INC DELBRK-A6,127$2.5M0.90%
34UNITEDHEALTH GROUP INCUNH4,746$2.4M0.88%
35CHEVRON CORP NEWCVX15,434$2.4M0.88%
36SELECT SECTOR SPDR TR81369Y70419,754$2.4M0.87%
37PROCTER AND GAMBLE CO74271810914,299$2.4M0.86%
38SELECT SECTOR SPDR TR81369Y40712,856$2.3M0.85%
39ABBVIE INCABBV13,591$2.3M0.85%
40THERMO FISHER SCIENTIFIC INCTMO4,106$2.3M0.82%
41HOME DEPOT INCHD6,231$2.1M0.78%
42MERCK & CO INCMRK16,117$2.0M0.72%
43JPMORGAN CHASE & CO.VYLD9,847$2.0M0.72%
44ACCENTURE PLC IRELANDACN6,478$2.0M0.71%
45ORACLE CORPORCL-PD13,886$2.0M0.71%
46UNION PAC CORPUNP7,997$1.8M0.66%
47SCHWAB STRATEGIC TR80852470667,058$1.8M0.65%
48NEXTERA ENERGY INCNEE-PW24,880$1.8M0.64%
49FLEXSHARES TRFLEX74,932$1.8M0.64%
50SCHWAB STRATEGIC TR80852450822,061$1.7M0.62%
51WALMART INCWMT24,250$1.6M0.60%
52SELECT SECTOR SPDR TR81369Y30820,902$1.6M0.58%
53AMERICAN EXPRESS COAXP6,556$1.5M0.55%
54TEXAS INSTRS INC8825081047,496$1.5M0.53%
55MORGAN STANLEYMS-PQ14,797$1.4M0.52%
56TJX COS INC NEW87254010912,770$1.4M0.51%
57COCA COLA COKO21,085$1.3M0.49%
58EXXON MOBIL CORPXOM11,140$1.3M0.47%
59SYNOPSYS INCSNPS2,051$1.2M0.44%
60MASTERCARD INCORPORATEDMA2,761$1.2M0.44%
61ADOBE INCADBE2,187$1.2M0.44%
62SELECT SECTOR SPDR TR81369Y50613,247$1.2M0.44%
63JOHNSON & JOHNSONJNJ7,750$1.1M0.41%
64SELECT SECTOR SPDR TR81369Y10012,254$1.1M0.39%
65BANK AMERICA CORP06050510426,944$1.1M0.39%
66L3HARRIS TECHNOLOGIES INCLHX4,587$1.0M0.37%
67AMGEN INCAMGN3,291$1.0M0.37%
68ISHARES TR46428778810,821$1.0M0.37%
69MICROSOFT CORPMSFT2,265$1.0M0.37%
70PROLOGIS INC.PLDGP9,004$1.0M0.37%
71INTUITIVE SURGICAL INCISRG2,187$972,8860.35%
72T-MOBILE US INCTMUSZ5,062$891,8230.32%
73SHERWIN WILLIAMS COSHW2,864$854,7030.31%
74CONOCOPHILLIPSCOP7,398$846,1830.31%
75BLACKROCK INCBLK1,069$841,6450.31%
76VALERO ENERGY CORPVLO5,311$832,5520.30%
77SCHWAB STRATEGIC TR80852440911,115$823,3990.30%
78RTX CORPORATIONRTX8,202$823,3980.30%
79CISCO SYS INCCSCO17,179$816,1830.30%
80SELECT SECTOR SPDR TR81369Y88611,846$807,1860.29%
81VANGUARD INDEX FDS9229085539,275$776,8740.28%
82CATERPILLAR INCCAT2,303$767,1290.28%
83VERIZON COMMUNICATIONS INCVZ17,845$735,9270.27%
84GENERAL DYNAMICS CORPGD2,532$734,6340.27%
85LINDE PLCLIN1,652$724,9140.26%
86FISERV INCFISV4,673$696,4630.25%
87ISHARES TR46428723416,086$685,1020.25%
88PEPSICO INCPEP3,833$632,1770.23%
89ABBOTT LABSABLZF6,032$626,7850.23%
90NORFOLK SOUTHN CORP6558441082,876$617,4480.22%
91ISHARES TR4642881585,640$589,6620.21%
92COSTCO WHSL CORP NEW22160K105686$583,0930.21%
93SCHWAB STRATEGIC TR8085242018,970$576,3220.21%
94INTERCONTINENTAL EXCHANGE IN45866F1044,190$573,5690.21%
95VANGUARD INDEX FDS9229083631,106$553,1430.20%
96LOWES COS INC5486611072,488$548,5040.20%
97ISHARES TR4642884145,130$546,6010.20%
98SPDR GOLD TRGLD2,473$531,7190.19%
99TESLA INCTSLA2,664$527,1520.19%
100AIR PRODS & CHEMS INCAIIR1,913$493,6490.18%
101HONEYWELL INTL INC4385161062,174$464,2350.17%
102AFLAC INCAFL4,871$435,0290.16%
103COLGATE PALMOLIVE COCL4,443$431,1480.16%
104HOME DEPOT INCHD1,230$423,4150.15%
105PUBLIC STORAGE OPER COPSA-PS1,461$420,2560.15%
106VISA INCV1,590$417,3270.15%
107ISHARES TR4642877212,749$413,7240.15%
108MONDELEZ INTL INC6092071056,270$410,3080.15%
109AT&T INCT-PC21,194$405,0170.15%
110PHILIP MORRIS INTL INC7181721093,931$398,3280.14%
111DISNEY WALT CO2546871063,998$396,9610.14%
112SELECT SECTOR SPDR TR81369Y86010,186$391,2440.14%
113ISHARES TR4642872264,027$390,9000.14%
114VANGUARD STAR FDS9219097686,467$389,9600.14%
115ALPHABET INCGOOG2,100$385,1820.14%
116VANGUARD BD INDEX FDS9219378355,290$381,1440.14%
117GENERAL DYNAMICS CORPGD1,280$371,3790.13%
118SEMPRASREA4,866$370,1070.13%
119AUTOZONE INCAZO123$364,5840.13%
120ISHARES TR4642874654,587$359,2990.13%
121APPLE INCAAPL1,680$353,8410.13%
122NEXTERA ENERGY INCNEE-PW4,975$352,2790.13%
123CINTAS CORPCTAS500$350,1300.13%
124INTERNATIONAL BUSINESS MACHSINTR1,984$343,1320.12%
125ISHARES TR4642876221,142$339,7900.12%
126ISHARES TR4642885134,397$339,1840.12%
127MARATHON PETE CORPMARA1,947$337,7650.12%
128ELI LILLY & COLLY370$334,9900.12%
129PEPSICO INCPEP1,944$320,6230.12%
130GILEAD SCIENCES INCGILD4,666$320,1340.12%
131WASTE MGMT INC DEL94106L1091,474$314,4630.11%
132BERKSHIRE HATHAWAY INC DELBRK-A773$314,4560.11%
133ISHARES TR4642877542,520$300,9880.11%
134STRYKER CORPORATIONSYK856$291,2540.11%
135INVESCO EXCHANGE TRADED FD TIVZ1,732$284,5320.10%
136PUBLIC SVC ENTERPRISE GRP IN7445731063,852$283,8920.10%
137AMERIPRISE FINL INC03076C106664$283,6540.10%
138UNITED PARCEL SERVICE INCUPS2,047$280,1310.10%
139ISHARES TR4642873093,005$278,0820.10%
140EXXON MOBIL CORPXOM2,410$277,4390.10%
1413M COMMM2,700$275,9130.10%
142VANGUARD SCOTTSDALE FDS92206C4093,503$270,6940.10%
143ORACLE CORPORCL-PD1,875$264,7500.10%
144BRISTOL-MYERS SQUIBB COCELG-RI6,369$264,5340.10%
145COMCAST CORP NEWCCZ6,636$259,8650.09%
146ILLINOIS TOOL WKS INC4523081091,092$258,7600.09%
147SERVICENOW INCNOW323$254,0940.09%
148ISHARES TR4642875803,060$248,7160.09%
149ISHARES TR46435U8536,805$246,8850.09%
150INTEL CORPINTC7,944$246,0250.09%
151ISHARES TR4642898674,305$242,4570.09%
152ISHARES TR4642874081,332$242,4370.09%
153DOVER CORPDOV1,343$242,3440.09%
154ALLSTATE CORPALL-PJ1,485$237,0950.09%
155DOMINION ENERGY INCD4,766$233,5540.08%
156LABCORP HOLDINGS INCLH1,110$225,8960.08%
157MOODYS CORPMCO525$220,9880.08%
158DUPONT DE NEMOURS INCDD2,673$215,1490.08%
159ISHARES TR4642885882,343$215,1100.08%
160SOUTHERN COSOMN2,773$215,1010.08%
161VANGUARD CHARLOTTE FDS92203J4074,388$213,5630.08%
162PNC FINL SVCS GROUP INC6934751051,346$209,2760.08%
163INTUITINTU318$208,9920.08%
164KIMBERLY-CLARK CORPKMB1,500$207,3000.08%
165EMERSON ELEC COEMR1,830$201,5920.07%
166GOLDMAN SACHS GROUP INCGSCE445$201,2820.07%
167ALPHABET INCGOOG1,085$197,6320.07%
168SCHWAB STRATEGIC TR8085243001,895$191,0910.07%
169PROGRESSIVE CORP743315103903$187,5620.07%
170WELLS FARGO CO NEW9497461012,866$170,2110.06%
171ABBVIE INCABBV991$169,9760.06%
172PROCTER AND GAMBLE CO7427181091,030$169,8670.06%
173ILLINOIS TOOL WKS INC452308109715$169,4260.06%
174JPMORGAN CHASE & CO.VYLD835$168,8870.06%
175SPDR SER TR78464A3837,250$156,3820.06%
176AUTOMATIC DATA PROCESSING INADP647$154,4320.06%
177ACCENTURE PLC IRELANDACN500$151,7050.06%
178ISHARES TR4642872421,275$136,5780.05%
179ISHARES TR464287721895$134,6970.05%
180UDR INCUDR3,240$133,3260.05%
181AMGEN INCAMGN425$132,7910.05%
182NVIDIA CORPORATIONNVDA950$117,3630.04%
183ISHARES TR464287655570$115,6470.04%
184UDR INCUDR2,752$113,2440.04%
185MCDONALDS CORPMCD440$112,1290.04%
186CHEVRON CORP NEWCVX695$108,7110.04%
187ISHARES TR4642877881,134$107,2420.04%
188WALMART INCWMT1,545$104,6110.04%
189ISHARES TR4642874991,247$101,1060.04%
190AUTOMATIC DATA PROCESSING INADP415$99,0560.04%
191L3HARRIS TECHNOLOGIES INCLHX440$98,8150.04%
192RTX CORPORATIONRTX945$94,8680.03%
193ISHARES TR4642875801,122$91,1960.03%
194JOHNSON & JOHNSONJNJ620$90,6190.03%
195BRISTOL-MYERS SQUIBB COCELG-RI2,050$85,1360.03%
196WELLS FARGO CO NEW9497461011,400$83,1460.03%
197BLACKROCK INCBLK99$77,9440.03%
198AMAZON COM INCAMZN400$77,3000.03%
199CISCO SYS INCCSCO1,465$69,6020.03%
200MORGAN STANLEYMS-PQ665$64,6310.02%
201AIR PRODS & CHEMS INCAIIR239$61,6730.02%
202AFLAC INCAFL680$60,7300.02%
203ISHARES TR464287754492$58,7640.02%
204KIMBERLY-CLARK CORPKMB417$57,6290.02%
205COCA COLA COKO850$54,1020.02%
206BANK AMERICA CORP0605051041,275$50,7060.02%
207AT&T INCT-PC2,650$50,6410.02%
208SPDR S&P 500 ETF TRSPY87$47,3470.02%
209VISA INCV180$47,2440.02%
210UNION PAC CORPUNP205$46,3830.02%
211UNITED PARCEL SERVICE INCUPS335$45,8440.02%
212THERMO FISHER SCIENTIFIC INCTMO80$44,2400.02%
213META PLATFORMS INCMETA80$40,3370.01%
214SHERWIN WILLIAMS COSHW129$38,4970.01%
215COLGATE PALMOLIVE COCL384$37,2630.01%
216PROGRESSIVE CORP743315103175$36,3490.01%
217SCHWAB STRATEGIC TR8085247061,360$36,1210.01%
218SOUTHERN COSOMN460$35,6820.01%
219MARATHON PETE CORPMARA200$34,6960.01%
220INTERNATIONAL BUSINESS MACHSINTR200$34,5900.01%
221SCHWAB STRATEGIC TR808524607720$34,1640.01%
222INTUITIVE SURGICAL INCISRG75$33,3630.01%
223ABBOTT LABSABLZF312$32,4190.01%
224HONEYWELL INTL INC438516106150$32,0310.01%
225SEMPRASREA400$30,4240.01%
226VERIZON COMMUNICATIONS INCVZ725$29,8990.01%
227TEXAS INSTRS INC882508104145$28,2060.01%
228ADOBE INCADBE50$27,7770.01%
229SELECT SECTOR SPDR TR81369Y803115$26,0160.01%
230SELECT SECTOR SPDR TR81369Y100284$25,0800.01%
231PROLOGIS INC.PLDGP222$24,9320.01%
232ISHARES TR464287234575$24,4890.01%
233SCHWAB STRATEGIC TR808524797310$24,1050.01%
234FLEXSHARES TRFLEX995$23,2830.01%
235UNITEDHEALTH GROUP INCUNH45$22,9160.01%
236VALERO ENERGY CORPVLO144$22,5730.01%
2373M COMMM200$20,4380.01%
238PHILIP MORRIS INTL INC718172109200$20,2660.01%
239SELECT SECTOR SPDR TR81369Y506222$20,2350.01%
240ISHARES TR46428768964$19,7540.01%
241NORFOLK SOUTHN CORP65584410890$19,3220.01%
242AMERIPRISE FINL INC03076C10640$17,0870.01%
243VANGUARD STAR FDS921909768280$16,8840.01%
244FISERV INCFISV110$16,3940.01%
245AUTOZONE INCAZO5$14,8200.01%
246SCHWAB STRATEGIC TR808524805365$14,0230.01%
247PUBLIC STORAGE OPER COPSA-PS44$12,6560.00%
248VANGUARD INDEX FDS922908553135$11,3070.00%
249EMERSON ELEC COEMR100$11,0160.00%
250ISHARES TR46428762235$10,4130.00%
251DISNEY WALT CO254687106100$9,9290.00%
252PUBLIC SVC ENTERPRISE GRP IN744573106125$9,2120.00%
253LABCORP HOLDINGS INCLH35$7,1220.00%
254MONDELEZ INTL INC609207105100$6,5440.00%
255DOMINION ENERGY INCD120$5,8800.00%
256SELECT SECTOR SPDR TR81369Y85250$4,2830.00%