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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
52
8
5
1
4
0
38
9
5
CHESAPEAKE WEALTH MANAGEMENT

Time Period2019-06-30

Total Holdings179

Total Value ($x1000)239,216
Activities
New16

Increased71

Unchanged7

Decreased85

Sold Out18

Top 10 Stock Holdingstotal 33.44%
LQD6.14

AGG6.03

MBG3.24

SCHF3.18

HYG2.75

 
BNDX2.74

IWV2.63

EFA2.53

SCHZ2.19

MSFT2.01

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
LQD
6.14%
IBOXX INV CP ETF
AGG
6.03%
CORE TOTUSBD ETF
MBG
3.24%
BRC MTG BCKD BD
SCHF
3.18%
INTL EQTY ETF
HYG
2.75%
IBOXX HI YD ETF
BNDX
2.74%
INTL BD IDX ETF
IWV
2.63%
RUSSELL 3000 ETF
EFA
2.53%
MSCI EAFE ETF
SCHZ
2.19%
US AGGREGATE B
MSFT
2.01%
COM
IWR
1.56%
RUS MID-CAP ETF
IWM
1.35%
RUSSELL 2000 ETF
JPM
1.33%
COM
AAPL
1.23%
COM
XLK
1.21%
TECHNOLOGY
SCHA
1.17%
US SML CAP ETF
CVX
1.15%
COM
SCHM
1.13%
US MID-CAP ETF
SCHB
1.12%
US BRD MKT ETF
SPY
1.07%
TR UNIT
V
0.92%
COM CL A
JNJ
0.91%
COM
VZ
0.85%
COM
CMCSA
0.83%
CL A
ADBE
0.83%
COM
TMO
0.82%
COM
MRK
0.81%
COM
MCD
0.81%
COM
XLY
0.79%
SBI CONS DISCR
GOOGL
0.79%
CAP STK CL A
LLY
0.77%
COM
ABT
0.76%
COM
HRS
0.74%
COM
XLV
0.69%
SBI HEALTHCARE
WM
0.67%
COM
XLF
0.65%
SBI INT-FINL
SCHE
0.63%
EMRG MKTEQ ETF
TXN
0.61%
COM
AXP
0.6%
COM
PGR
0.6%
COM
IYF
0.59%
U.S. FINLS ETF
XOM
0.58%
COM
ORCL
0.58%
COM
PEP
0.57%
COM
UNH
0.56%
COM
WEN
0.56%
COM
BLK
0.53%
COM
AMZN
0.53%
COM
XLC
0.52%
COMMUNICATION
SCHD
0.52%
US DIVIDEND EQ
INTC
0.52%
COM
GD
0.52%
COM
FISV
0.5%
COM
VMW
0.5%
CL A COM
ROP
0.5%
COM
WING
0.49%
COM
AMGN
0.49%
COM
KO
0.49%
COM
NSC
0.49%
COM
EXC
0.48%
COM
UDR
0.48%
COM
INTU
0.48%
COM
D
0.48%
COM
T
0.48%
COM
ACN
0.47%
SHS CLASS A
MDLZ
0.47%
CL A
XLP
0.46%
SBI CONS STPLS
NOW
0.46%
COM
XLI
0.46%
SBI INT-INDS
UNP
0.45%
COM
MKTX
0.44%
COM
CSCO
0.44%
COM
ABBV
0.44%
COM
BP
0.44%
SPONSORED ADR
VLO
0.43%
COM
EEM
0.43%
MSCI EMG MKT ETF
WRB
0.42%
COM
XEL
0.41%
COM
SHW
0.41%
COM
PG
0.41%
COM
CCI
0.4%
COM
CHD
0.4%
COM
VNQ
0.39%
REIT ETF
GPN
0.37%
COM
ECL
0.37%
COM
FTV
0.36%
COM
PFE
0.36%
COM
BA
0.35%
COM
DOV
0.34%
COM
KMI
0.34%
COM
BCE
0.34%
COM NEW
AFL
0.33%
COM
NEE
0.33%
COM
MBB
0.33%
MBS ETF
DHR
0.33%
COM
OMC
0.31%
COM
BURL
0.3%
COM
MDT
0.3%
SHS
RCII
0.28%
COM
BMY
0.28%
COM
IWD
0.28%
RUS 1000 VAL ETF
MDY
0.27%
UTSER1 S&PDCRP
HD
0.27%
COM
PM
0.27%
COM
GNTX
0.27%
COM
AJG
0.25%
COM
CL
0.25%
COM
WMT
0.25%
COM
IBM
0.25%
COM
DIS
0.24%
COM DISNEY
MMM
0.23%
COM
BRK.B
0.22%
CL B NEW
PNC
0.22%
COM
XLE
0.21%
SBI INT-ENERGY
CME
0.21%
COM
SCHG
0.21%
US LCAP GR ETF
XLB
0.2%
SBI MATERIALS
LOW
0.2%
COM
TWLO
0.2%
CL A
MUB
0.2%
NAT AMT FREE BD
ANTM
0.19%
COM
SNPS
0.19%
COM
OLLI
0.19%
COM
XYL
0.19%
COM
CTAS
0.19%
COM
WFC
0.18%
COM
IYJ
0.18%
U.S. INDS ETF
ICE
0.18%
COM
AZO
0.18%
COM
CSJ
0.18%
1-3 YR CR BD ETF
BDX
0.17%
COM
LIN
0.17%
COM
IJR
0.17%
CORE S&P SCP ETF
SPOT
0.17%
SHS
SCHV
0.17%
US LCAP VA ETF
IWB
0.17%
RUS 1000 ETF
IPG
0.16%
COM
IYC
0.16%
U.S. CNSM SV ETF
XLU
0.16%
SBI INT-UTILS
GILD
0.16%
COM
HSY
0.15%
COM
PYPL
0.15%
COM
NXST
0.15%
CL A
PEG
0.15%
COM
HON
0.15%
COM
CERN
0.15%
COM
LH
0.14%
COM NEW
AMP
0.14%
COM
LLL
0.14%
COM
CIU
0.14%
INTERM CR BD ETF
ZBRA
0.14%
CL A
CVS
0.14%
COM
LNT
0.14%
COM
BAC
0.13%
COM
BRK.A
0.13%
CL A
SYY
0.13%
COM
IVW
0.12%
S&P 500 GRWT ETF
GOOG
0.12%
CAP STK CL C
UGI
0.12%
COM
IVE
0.12%
S&P 500 VAL ETF
IWF
0.11%
RUS 1000 GRW ETF
GLD
0.11%
GOLD SHS
ALL
0.11%
COM
KMB
0.11%
COM
UTX
0.11%
COM
COP
0.11%
COM
AOR
0.1%
GRWT ALLOCAT ETF
ITW
0.1%
COM
DUK
0.1%
COM NEW
DD
0.1%
COM
ISRG
0.1%
COM NEW
PLD
0.1%
COM
FLT
0.1%
COM
MAR
0.1%
CL A
ADP
0.09%
COM
STZ
0.09%
CL A
COG
0.09%
COM
IYW
0.09%
U.S. TECH ETF
TJX
0.09%
COM
DWDP
0.37%
COM
HRL
0.36%
COM
CRM
0.27%
COM
TOT
0.27%
SPONSORED ADR
HCA
0.24%
COM
PSX
0.2%
COM
IRDM
0.18%
COM
GOOS
0.17%
SHS SUB VTG
LW
0.15%
COM
IFF
0.14%
COM
COST
0.1%
COM
FIS
0.1%
COM
AOM
0.09%
MODERT ALLOC ETF
EMR
0.09%
COM
MSCI
0.09%
COM
MKC
0.09%
COM NON VTG
COF
0.09%
COM
MAINGATE...
0.03%
CLASS I