Chesapeake Wealth Management is an investment fund managing more than $259 billion ran by Beth Bartlett. There are currently 111 companies in Mrs. Bartlett’s portfolio. The largest investments include Ishares Tr and Microsoft, together worth $60.5 billion.
Limited to 30 biggest holdings
$259 billion Assets Under Management (AUM)
As of 5th February 2024, Chesapeake Wealth Management’s top holding is 533,717 shares of Ishares Tr currently worth over $48.3 billion and making up 18.7% of the portfolio value.In addition, the fund holds 32,258 shares of Microsoft worth $12.1 billion, whose value fell approximately 0.1% in the past six months. The third-largest holding is Apple Inc worth $9.79 billion and the next is Vanguard Scottsdale Fds worth $9.38 billion, with 121,224 shares owned.
Currently, Chesapeake Wealth Management's portfolio is worth at least $259 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Chesapeake Wealth Management
The Chesapeake Wealth Management office and employees reside in Williamsburg, Virginia. According to the last 13-F report filed with the SEC, Beth Bartlett serves as the Sr VP at Chesapeake Wealth Management.
