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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
54
7
5
1
7
0
35
9
3
CHESAPEAKE WEALTH MANAGEMENT

Time Period2019-03-31

Total Holdings181

Total Value ($x1000)227,486
Activities
New22

Increased69

Unchanged14

Decreased76

Sold Out19

Top 10 Stock Holdingstotal 33.65%
AGG6.35

LQD5.89

MBG3.3

SCHF2.98

HYG2.78

 
EFA2.77

IWV2.76

BNDX2.69

SCHZ2.19

MSFT1.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AGG
6.35%
CORE TOTUSBD ETF
LQD
5.89%
IBOXX INV CP ETF
MBG
3.3%
BRC MTG BCKD BD
SCHF
2.98%
INTL EQTY ETF
HYG
2.78%
IBOXX HI YD ETF
EFA
2.77%
MSCI EAFE ETF
IWV
2.76%
RUSSELL 3000 ETF
BNDX
2.69%
INTL BD IDX ETF
SCHZ
2.19%
US AGGREGATE B
MSFT
1.94%
COM
IWR
1.63%
RUS MID-CAP ETF
IWM
1.44%
RUSSELL 2000 ETF
JPM
1.26%
COM
AAPL
1.24%
COM
CVX
1.17%
COM
XLK
1.15%
TECHNOLOGY
SCHB
1.15%
US BRD MKT ETF
SCHA
1.1%
US SML CAP ETF
SCHM
1.04%
US MID-CAP ETF
SPY
1.01%
TR UNIT
JNJ
1%
COM
VZ
0.97%
COM
LLY
0.84%
COM
MCD
0.83%
COM
UNH
0.79%
COM
V
0.79%
COM CL A
BA
0.79%
COM
HRS
0.77%
COM
MRK
0.76%
COM
XLY
0.75%
SBI CONS DISCR
ADBE
0.75%
COM
BURL
0.74%
COM
GOOGL
0.72%
CAP STK CL A
TXN
0.72%
COM
AMGN
0.72%
COM
XLV
0.71%
SBI HEALTHCARE
TMO
0.68%
COM
FISV
0.65%
COM
XOM
0.65%
COM
XLF
0.64%
SBI INT-FINL
INTC
0.62%
COM
ORCL
0.61%
COM
IYF
0.6%
U.S. FINLS ETF
ABT
0.6%
COM
SCHE
0.59%
EMRG MKTEQ ETF
CMCSA
0.59%
CL A
BLK
0.59%
COM
ABBV
0.56%
COM
GD
0.56%
COM
PEP
0.54%
COM
SCHD
0.53%
US DIVIDEND EQ
UNP
0.52%
COM
MMM
0.5%
COM
PGR
0.5%
COM
EXC
0.49%
COM
ACN
0.49%
SHS CLASS A
VLO
0.49%
COM
T
0.48%
COM
AXP
0.48%
COM
D
0.48%
COM
VMW
0.47%
CL A COM
XLC
0.47%
COMMUNICATION
EEM
0.46%
MSCI EMG MKT ETF
INTU
0.46%
COM
CSCO
0.46%
COM
XLI
0.46%
SBI INT-INDS
UDR
0.44%
COM
PM
0.4%
COM
MBB
0.4%
MBS ETF
WEN
0.4%
COM
PG
0.39%
COM
ROP
0.39%
COM
KO
0.39%
COM
VNQ
0.39%
REIT ETF
WM
0.38%
COM
OLLI
0.38%
COM
AFL
0.38%
COM
XLP
0.38%
SBI CONS STPLS
BP
0.37%
SPONSORED ADR
NOW
0.37%
COM
DWDP
0.37%
COM
PFE
0.37%
COM
HRL
0.36%
COM
XEL
0.35%
COM
ANTM
0.35%
COM
ZBRA
0.35%
CL A
NSC
0.34%
COM
BRK.B
0.34%
CL B NEW
NEE
0.33%
COM
CCI
0.32%
COM
IPG
0.31%
COM
SHW
0.3%
COM
CHD
0.3%
COM
IBM
0.29%
COM
CL
0.29%
COM
FTV
0.29%
COM
IWD
0.29%
RUS 1000 VAL ETF
GPN
0.28%
COM
MDY
0.28%
UTSER1 S&PDCRP
CRM
0.27%
COM
BMY
0.27%
COM
WING
0.27%
COM
TOT
0.27%
SPONSORED ADR
HD
0.26%
COM
CSJ
0.26%
1-3 YR CR BD ETF
WRB
0.26%
COM
LOW
0.26%
COM
PNC
0.25%
COM
WMT
0.25%
COM
XLB
0.25%
SBI MATERIALS
OMC
0.24%
COM
CME
0.24%
COM
BAC
0.24%
COM
HCA
0.24%
COM
MKTX
0.24%
COM
XLE
0.23%
SBI INT-ENERGY
CTAS
0.22%
COM
BDX
0.22%
COM
SNPS
0.21%
COM
BCE
0.21%
COM NEW
WFC
0.21%
COM
PSX
0.2%
COM
SYY
0.2%
COM
DIS
0.19%
COM DISNEY
IYJ
0.19%
U.S. INDS ETF
GILD
0.18%
COM
AJG
0.18%
COM
IRDM
0.18%
COM
AZO
0.18%
COM
ISRG
0.18%
COM NEW
PEG
0.18%
COM
IJR
0.17%
CORE S&P SCP ETF
XLU
0.17%
SBI INT-UTILS
DOV
0.17%
COM
ICE
0.17%
COM
CVS
0.17%
COM
IWB
0.17%
RUS 1000 ETF
IYC
0.17%
U.S. CNSM SV ETF
GOOS
0.17%
SHS SUB VTG
MUB
0.16%
NAT AMT FREE BD
SCHV
0.16%
US LCAP VA ETF
LIN
0.16%
COM
HON
0.16%
COM
MDLZ
0.15%
CL A
LW
0.15%
COM
CIU
0.15%
INTERM CR BD ETF
LH
0.15%
COM NEW
UGI
0.15%
COM
LLL
0.15%
COM
LNT
0.14%
COM
AMP
0.14%
COM
IFF
0.14%
COM
UTX
0.14%
COM
SCHG
0.13%
US LCAP GR ETF
BRK.A
0.13%
CL A
CERN
0.13%
COM
COP
0.13%
COM
GOOG
0.13%
CAP STK CL C
MAR
0.13%
CL A
STZ
0.13%
CL A
IVW
0.12%
S&P 500 GRWT ETF
IWF
0.12%
RUS 1000 GRW ETF
ALL
0.12%
COM
IVE
0.12%
S&P 500 VAL ETF
PLD
0.12%
COM
GLD
0.11%
GOLD SHS
KMB
0.11%
COM
COST
0.1%
COM
ITW
0.1%
COM
AOR
0.1%
GRWT ALLOCAT ETF
TJX
0.1%
COM
FIS
0.1%
COM
IYW
0.09%
U.S. TECH ETF
AOM
0.09%
MODERT ALLOC ETF
DUK
0.09%
COM NEW
ADP
0.09%
COM
EMR
0.09%
COM
MSCI
0.09%
COM
MKC
0.09%
COM NON VTG
COF
0.09%
COM
MAINGATE...
0.03%
CLASS I
EOG
0.29%
COM
IDTI
0.28%
COM
CBS
0.26%
CL B
NSP
0.24%
COM
GS
0.21%
COM
ROST
0.21%
COM
PTC
0.2%
COM
CNC
0.18%
COM
JKHY
0.18%
COM
USMV
0.13%
USA MIN VOL ETF
APTV
0.12%
SHS
MTN
0.12%
COM
ATVI
0.12%
COM
KEY
0.12%
COM
PVH
0.11%
COM
IDXX
0.11%
COM
ZTS
0.11%
CL A
DISCA
0.1%
COM SER A
VG
0.08%
COM