Beth P Bartlett

@Chesapeake Wealth Management

Latest period2024 - Q4

Reported2d ago

Managed Assets$291.573M

Total holdings159

Assets growth rate-0.51%

Assets growth rate (2-Q avg)2.89%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chesapeake Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 159 positions.

Assets under management

The assets under management (AUM) of Chesapeake Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 291.573M in assets, with a quarterly growth rate of -0.51% and a 2-quarter average growth rate of 2.89%. The portfolio is managed by Beth P Bartlett, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.39%	$1.12M 1,093 shares@ $1025.11 avg price	New Position
VTIVanguard Index Fds Recent Activity New Position	0.38%	$1.102M 3,803 shares@ $289.81 avg price	New Position
VGTVanguard World Fd Recent Activity New Position	0.32%	$912,180 1,467 shares@ $621.8 avg price	New Position
VUGVanguard Index Fds Recent Activity New Position	0.1%	$272,121 663 shares@ $410.44 avg price	New Position
MRVLMarvell Technology Inc Recent Activity New Position	0.1%	$263,423 2,385 shares@ $110.45 avg price	New Position
COFCapital One Finl Corp Recent Activity New Position	0.08%	$222,008 1,245 shares@ $178.32 avg price	New Position
GSGoldman Sachs Group Inc Recent Activity New Position	0.08%	$207,861 363 shares@ $572.62 avg price	New Position
EMREmerson Elec Co Recent Activity New Position	0.08%	$206,343 1,665 shares@ $123.93 avg price	New Position