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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
MUBIshares Tr
Recent Activity
Increased 20.71%
0.26%
$729,867
6,850 shares@ $106.55 avg price
LINLinde Plc
Recent Activity
Increased 1.82%
0.25%
$704,202
1,682 shares@ $418.67 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Increased 77.99%
0.24%
$690,657
16,982 shares@ $40.67 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 43.67%
0.23%
$660,133
9,180 shares@ $71.91 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 0.14%
0.22%
$635,767
2,192 shares@ $290.04 avg price
SUBIshares Tr
Recent Activity
Increased 10%
0.18%
$522,126
4,950 shares@ $105.48 avg price
PSAPublic Storage Oper Co
Recent Activity
Increased 9.24%
0.18%
$503,058
1,680 shares@ $299.44 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 4.75%
0.16%
$442,563
7,510 shares@ $58.93 avg price
SYKStryker Corporation
Recent Activity
Increased 9.03%
0.13%
$369,771
1,027 shares@ $360.05 avg price
WFCWells Fargo Co New
Recent Activity
Increased 1.74%
0.11%
$304,841
4,340 shares@ $70.24 avg price