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Beth P Bartlett

@Chesapeake Wealth Management

Latest period2024 - Q4ReportedManaged Assets$291.573MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BACBank America Corp
Recent Activity
Increased 0.19%
0.43%
$1.236M
28,128 shares@ $43.95 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 0.57%
0.42%
$1.214M
2,325 shares@ $521.96 avg price
TMUST-mobile Us Inc
Recent Activity
Increased 0.48%
0.4%
$1.159M
5,249 shares@ $220.73 avg price
TSLATesla Inc
Recent Activity
Increased 7.99%
0.4%
$1.157M
2,866 shares@ $403.84 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 190.91%
0.34%
$984,314
35,522 shares@ $27.71 avg price
VOOVanguard Index Fds
Recent Activity
Increased 63.75%
0.34%
$975,784
1,811 shares@ $538.81 avg price
CATCaterpillar Inc
Recent Activity
Increased 3.51%
0.32%
$931,204
2,567 shares@ $362.76 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 204.31%
0.31%
$875,821
33,595 shares@ $26.07 avg price
VNQVanguard Index Fds
Recent Activity
Increased 1.9%
0.29%
$828,443
9,300 shares@ $89.08 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 198.03%
0.26%
$733,647
31,650 shares@ $23.18 avg price