Chesapeake Wealth Management

Name: Chesapeake Wealth Management 13F holdings, Q3 2024
Creator: Chesapeake Wealth Management
Published: 2024-11-07

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Chesapeake Wealth Management reported 157 stock positions worth $293.1 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 5.0% of the portfolio, followed by Microsoft (MSFT, 4.4%) and Apple (AAPL, 3.9%). Compared with Q2 2024, it opened 6 new positions, sold out of 4, added to 47 and reduced 88. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +58%) and the biggest sale Microsoft (MSFT, shares −1%).

Most Recent 13F: Q2 2026
Location: WILLIAMSBURG, VA
CIK: 0001730383
Portfolio Value: $293.1M (Q3 2024)
SEC Filing: 0001730383-24-000004 ↗ filed Nov 7, 2024

Holdings Value

Holdings 157 stocks · $293.1M


AGG iShares Core U.S. Aggregate	5.03%	145,577	$14.7M	Add +8.0%
MSFT Microsoft Corp.	4.42%	30,133	$13.0M	Reduce -0.6%
AAPL Apple Inc.	3.93%	49,403	$11.5M	Reduce -1.4%
VCSH Vanguard S/T Corp. Bond ETF	3.22%	118,971	$9.4M	Reduce -6.9%
XLK SS Technology Select Sector	2.95%	38,273	$8.6M	Reduce -5.9%
NVDA Nvidia Corp.	2.73%	65,831	$8.0M	Reduce -4.0%
SCHF Schwab Intl Equity ETF	2.73%	194,315	$8.0M	Add +0.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	2.19%	56,855	$6.4M	Add +2.1%
EFA iShares MSCI Eafe ETF	2.15%	75,303	$6.3M	Add +0.1%
IWR iShares Russell Mid-Cap ETF	2.10%	69,836	$6.2M	Add +15.0%
SPMB SS SPDR P Mort Back Bond ETF	2.02%	263,403	$5.9M	Add +0.0%
BNDX Vanguard Total Intl Bond ETF	1.93%	112,527	$5.7M	Add +3.8%
IVV iShares Core S&P 500 ETF	1.85%	9,381	$5.4M	Add +58.2%
USHY iShares Broad Usd High Yield	1.60%	124,811	$4.7M	Add +3.6%
GOOGL Alphabet Inc. Class A	1.59%	28,048	$4.7M	Reduce -1.4%
SCHB Schwab US Broad Market ETF	1.56%	68,609	$4.6M	Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US	1.55%	7,905	$4.5M	Add +0.5%
SCHG Schwab US Large-Cap Growth	1.52%	42,690	$4.4M	Add +1.1%
IWV iShares Russell 3000 ETF	1.45%	13,014	$4.3M	Reduce -1.4%
DBEF Xtrackers MSCI Eafe Hedged E	1.45%	100,809	$4.2M	Add +12.7%
SCHA Schwab US Small-Cap ETF	1.44%	81,813	$4.2M	Add +1.4%
AMZN Amazon.com Inc.	1.42%	22,368	$4.2M	Reduce -0.9%
SCHZ Schwab US Aggregate Bond ETF	1.20%	73,882	$3.5M	Add +5.7%
MCD McDonald's Corp.	1.17%	11,252	$3.4M	Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B	1.07%	6,831	$3.1M	Reduce -1.0%
META Meta Platforms Inc. Class A	1.05%	5,385	$3.1M	Reduce -2.8%
LLY Eli Lilly & Co.	1.04%	3,430	$3.0M	Reduce -3.0%
HD Home Depot Inc.	1.03%	7,451	$3.0M	Reduce -0.1%
XLV SS Health Care Select Sector	1.02%	19,490	$3.0M	Reduce -8.5%
AVGO Broadcom Inc.	1.02%	17,396	$3.0M	Reduce -2.0%
SCHD Schwab US DVD Equity ETF	1.01%	35,122	$3.0M	Reduce -2.2%
IWM iShares Russell 2000 ETF	0.98%	13,004	$2.9M	Reduce -0.1%
ABBV Abbvie Inc.	0.98%	14,522	$2.9M	Reduce -0.4%
XLF SS Financial Select Sector	0.94%	60,619	$2.7M	Reduce -6.1%
UNH Unitedhealth Group Inc.	0.93%	4,653	$2.7M	Reduce -2.9%
ORCL Oracle Corp.	0.91%	15,662	$2.7M	Reduce -0.6%
PG The Procter & Gamble Co.	0.90%	15,222	$2.6M	Reduce -0.7%
XLI SS Industrial Select Sector	0.87%	18,725	$2.5M	Reduce -5.2%
XLC SS Comm Select Sector SPDR	0.87%	28,053	$2.5M	Reduce -5.8%
TMO Thermo Fisher Scientific Inc.	0.86%	4,090	$2.5M	Reduce -2.3%
NEE Nextera Energy Inc.	0.85%	29,491	$2.5M	Reduce -1.2%
ACN Accenture PLC Class A	0.84%	6,925	$2.4M	Reduce -0.8%
CVX Chevron Corp.	0.80%	15,932	$2.3M	Reduce -1.2%
XLY SS Consumer Disc Select Sect	0.80%	11,646	$2.3M	Reduce -9.4%
JPM JPMorgan Chase & Co.	0.78%	10,786	$2.3M	Add +1.0%
WMT Walmart Inc.	0.71%	25,678	$2.1M	Reduce -0.5%
SCHE Schwab Emrg Mrkts Eqty ETF	0.70%	70,459	$2.1M	Add +3.0%
UNP Union Pacific Corp.	0.68%	8,119	$2.0M	Reduce -1.0%
MRK Merck & Co. Inc.	0.63%	16,361	$1.9M	Add +1.5%
AXP American Express Co.	0.60%	6,495	$1.8M	Reduce -0.9%
XOM Exxon Mobil Corp.	0.58%	14,551	$1.7M	Add +7.4%
KO The Coca-Cola Co.	0.57%	23,429	$1.7M	Add +6.8%
XLP SS Consumer Staples Sel Sect	0.55%	19,361	$1.6M	Reduce -7.4%
TDTF NT Iboxx 5Y Dur Tips ETF	0.54%	66,227	$1.6M	Reduce -12.8%
MS Morgan Stanley	0.54%	15,160	$1.6M	Reduce -1.9%
TXN Texas Instruments Inc.	0.53%	7,586	$1.6M	Reduce -0.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.50%	12,437	$1.5M	Reduce -2.6%
JNJ Johnson & Johnson	0.47%	8,460	$1.4M	Add +1.1%
MA Mastercard Inc. Class A	0.47%	2,773	$1.4M	Add +0.4%
IYF iShares US Financials ETF	0.42%	11,919	$1.2M	Reduce -0.3%
RTX RTX Corp.	0.42%	10,126	$1.2M	Add +10.7%
LHX L3HARRIS Technologies Inc.	0.41%	5,025	$1.2M	Reduce -0.0%
AMGN Amgen Inc.	0.41%	3,699	$1.2M	Reduce -0.5%
ADBE Adobe Inc.	0.40%	2,281	$1.2M	Add +2.0%
SHW The Sherwin-Williams Co.	0.40%	3,064	$1.2M	Add +2.4%
XLB SS Materials Select Sector	0.39%	11,969	$1.2M	Reduce -4.5%
GD General Dynamics Corp.	0.39%	3,812	$1.2M	No change
PLD Prologis Inc.	0.39%	9,121	$1.2M	Reduce -1.1%
ISRG Intuitive Surgical Inc.	0.39%	2,312	$1.1M	Add +2.2%
XLE SS Energy Select Sector	0.38%	12,787	$1.1M	Reduce -5.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.38%	28,077	$1.1M	Reduce -0.5%
BLK BlackRock Finance Inc.	0.37%	1,156	$1.1M	Reduce -1.0%
TMUS T-Mobile US Inc.	0.37%	5,224	$1.1M	Add +3.2%
SNPS Synopsys Inc.	0.35%	2,020	$1.0M	Reduce -1.5%
SCHM Schwab US Mid Cap ETF	0.35%	12,211	$1.0M	Reduce -44.6%
CSCO Cisco Systems Inc.	0.34%	18,992	$1.0M	Add +1.9%
CAT Caterpillar Inc.	0.33%	2,480	$970K	Add +7.7%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.31%	11,348	$917K	Reduce -4.2%
PEP Pepsico Inc.	0.31%	5,258	$894K	Reduce -9.0%
VNQ Vanguard Real Estate ETF	0.30%	9,127	$889K	Reduce -3.0%
SCHV Schwab US Large-Cap Value	0.30%	11,040	$887K	Reduce -0.7%
FISV Fiserv Inc.	0.29%	4,783	$859K	No change
VZ Verizon Communications Inc.	0.29%	18,921	$850K	Add +1.9%
LIN Linde PLC	0.27%	1,652	$788K	No change
COP Conocophillips	0.26%	7,325	$771K	Reduce -1.0%
VLO Valero Energy Corp.	0.25%	5,452	$736K	Reduce -0.1%
NSC Norfolk Southern Corp.	0.25%	2,902	$721K	Reduce -2.2%
SCHX Schwab US Large-Cap ETF	0.25%	10,620	$721K	Add +18.4%
EEM iShares MSCI Emerging Market	0.24%	15,585	$715K	Reduce -6.5%
ABT Abbott Laboratories	0.24%	6,264	$714K	Reduce -1.3%
TSLA Tesla Inc.	0.24%	2,654	$694K	Reduce -0.4%
ICE Intercontinental Exchange Inc.	0.23%	4,105	$659K	Reduce -2.0%
APD Air Products & Chemicals Inc.	0.22%	2,189	$652K	Add +1.7%
LOW Lowe's Cos Inc.	0.22%	2,394	$648K	Reduce -3.8%
MUB iShares National Muni Bond E	0.21%	5,675	$616K	Add +10.6%
AFL Aflac Inc.	0.21%	5,476	$612K	Reduce -1.4%
GLD SPDR Gold Shares	0.21%	2,503	$608K	Add +1.2%
COST Costco Wholesale Corp.	0.21%	679	$602K	Reduce -1.0%
VOO Vanguard S&P 500 ETF	0.20%	1,106	$584K	No change
PSA Public Storage	0.19%	1,538	$560K	Add +2.2%
IYW iShares Ustechnology ETF	0.19%	3,612	$548K	Reduce -0.9%
CL Colgate-Palmolive Co.	0.19%	5,227	$543K	Add +8.3%
T AT&T Inc.	0.18%	24,304	$535K	Add +1.9%
PM Philip Morris International	0.18%	4,383	$532K	Add +6.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.18%	2,363	$522K	Add +8.2%
BND Vanguard Total Bond Market	0.16%	6,390	$480K	Add +20.8%
SUB iShares Short-Term National	0.16%	4,500	$478K	Reduce -20.2%
ITW Illinois Tool Works	0.16%	1,796	$471K	Reduce -0.6%
VXUS Vanguard Total Intl Stock	0.16%	7,170	$464K	Add +6.3%
MDLZ Mondelez International Inc. Class A	0.15%	5,960	$439K	Reduce -6.4%
BMY Bristol-Myers Squibb Co.	0.15%	8,460	$438K	Add +0.5%
V Visa Inc. Class A	0.15%	1,592	$438K	Reduce -10.1%
SRE Sempra	0.15%	5,198	$435K	Reduce -1.3%
XLRE SS Real Estate Select Sector	0.15%	9,541	$426K	Reduce -6.3%
AZO AutoZone Inc.	0.14%	128	$403K	No change
IYJ iShares U.S. Industrials ETF	0.14%	3,008	$402K	Reduce -0.1%
CTAS Cintas Corp.	0.14%	1,940	$399K	Reduce -3.0%
MMM 3M Co.	0.14%	2,900	$396K	No change
GILD Gilead Sciences Inc.	0.13%	4,666	$391K	No change
HON Honeywell International Inc.	0.13%	1,842	$381K	Reduce -20.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.13%	3,808	$366K	Reduce -7.1%
IYC iShares US Consumer Discreti	0.12%	4,103	$361K	Reduce -1.9%
IWB iShares Russell 1000 ETF	0.12%	1,142	$359K	Reduce -3.0%
GOOG Alphabet Inc. Class C	0.12%	2,100	$351K	No change
SYK Stryker Corp.	0.12%	942	$340K	Add +10.1%
PEG Public Service Enterprise GP	0.12%	3,792	$338K	Reduce -4.7%
MPC Marathon Petroleum Corp.	0.12%	2,071	$337K	Reduce -3.5%
WM Waste Management Inc.	0.11%	1,539	$319K	Add +4.4%
D Dominion Energy Inc.	0.11%	5,498	$318K	Add +12.5%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.10%	3,807	$306K	Reduce -13.4%
AMP Ameriprise Financial Inc.	0.10%	650	$305K	Reduce -7.7%
RSP Invesco S&P 500 Equal Weight	0.10%	1,682	$301K	Reduce -2.9%
SO The Southern Co.	0.10%	3,233	$292K	No change
ADP Automatic Data Processing	0.10%	1,052	$291K	Reduce -0.9%
IVW iShares S&P 500 Growth ETF	0.10%	2,955	$283K	Reduce -1.7%
ALL Allstate Corp.	0.10%	1,485	$282K	No change
NOW ServiceNow Inc.	0.09%	307	$275K	Reduce -5.0%
PGR Progressive Corp.	0.09%	1,078	$274K	No change
IVE iShares S&P 500 Value ETF	0.09%	1,382	$272K	Add +3.8%
KMB Kimberly-Clark Corp.	0.09%	1,887	$268K	Reduce -1.6%
UDR Udr Inc.	0.09%	5,857	$266K	Reduce -2.3%
CMCSA Comcast Corp. Class A	0.09%	6,352	$265K	Reduce -4.3%
LH Labcorp Holdings Inc.	0.09%	1,145	$256K	No change
AOR iShares Core 60/40 Balanced	0.09%	4,305	$255K	No change
DOV Dover Corp.	0.09%	1,323	$254K	Reduce -1.5%
BX Blackstone Inc.	0.09%	1,638	$251K	New
MCO Moody's Corp.	0.09%	525	$249K	No change
PNC PNC Financial Services Group	0.08%	1,346	$249K	No change
WFC Wells Fargo & Co.	0.08%	4,266	$241K	No change
MBB iShares MBS ETF	0.08%	2,326	$223K	Reduce -0.7%
DD Dupont DE Nemours Inc.	0.08%	2,473	$220K	Reduce -7.5%
LNT Alliant Energy Corp.	0.07%	3,510	$213K	New
UPS United Parcel Service Class B	0.07%	1,560	$213K	Reduce -34.5%
IWF iShares Russell 1000 Growth	0.07%	545	$205K	New
PFE Pfizer Inc.	0.07%	7,031	$204K	New
DUK Duke Energy Corp.	0.07%	1,763	$203K	New
GOVT iShares US Treasury Bond ETF	0.07%	8,591	$201K	New

Portfolio Sells Q2 2024 → Q3 2024


MSFT Microsoft Corp.	Reduce -0.6%	4.42%	−0.49
XLK SS Technology Select Sector	Reduce -5.9%	2.95%	−0.39
VCSH Vanguard S/T Corp. Bond ETF	Reduce -6.9%	3.22%	−0.36
NVDA Nvidia Corp.	Reduce -4.0%	2.73%	−0.34
GOOGL Alphabet Inc. Class A	Reduce -1.4%	1.59%	−0.29
SCHM Schwab US Mid Cap ETF	Reduce -44.6%	0.35%	−0.28
AMZN Amazon.com Inc.	Reduce -0.9%	1.42%	−0.16
LLY Eli Lilly & Co.	Reduce -3.0%	1.04%	−0.12
CVX Chevron Corp.	Reduce -1.2%	0.80%	−0.11
XLV SS Health Care Select Sector	Reduce -8.5%	1.02%	−0.10
TDTF NT Iboxx 5Y Dur Tips ETF	Reduce -12.8%	0.54%	−0.10
SNPS Synopsys Inc.	Reduce -1.5%	0.35%	−0.09
INTC Intel Corp.	Sold out	0.00%	−0.09
EMR Emerson Electric Co.	Sold out	0.00%	−0.08
INTU Intuit Inc.	Sold out	0.00%	−0.08
GS Goldman Sachs Group Inc.	Sold out	0.00%	−0.07
XLE SS Energy Select Sector	Reduce -5.1%	0.38%	−0.06
XLC SS Comm Select Sector SPDR	Reduce -5.8%	0.87%	−0.06
VLO Valero Energy Corp.	Reduce -0.1%	0.25%	−0.06
XLY SS Consumer Disc Select Sect	Reduce -9.4%	0.80%	−0.05
SUB iShares Short-Term National	Reduce -20.2%	0.16%	−0.05
HON Honeywell International Inc.	Reduce -20.7%	0.13%	−0.05
UPS United Parcel Service Class B	Reduce -34.5%	0.07%	−0.05
COP Conocophillips	Reduce -1.0%	0.26%	−0.04
PEP Pepsico Inc.	Reduce -9.0%	0.31%	−0.04
XLP SS Consumer Staples Sel Sect	Reduce -7.4%	0.55%	−0.03
BAC Bank of America Corp.	Reduce -0.5%	0.38%	−0.03
IWV iShares Russell 3000 ETF	Reduce -1.4%	1.45%	−0.03
XLF SS Financial Select Sector	Reduce -6.1%	0.94%	−0.02
DIS The Walt Disney Co.	Reduce -7.1%	0.13%	−0.02
MPC Marathon Petroleum Corp.	Reduce -3.5%	0.12%	−0.02
V Visa Inc. Class A	Reduce -10.1%	0.15%	−0.02
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Reduce -13.4%	0.10%	−0.02
PG The Procter & Gamble Co.	Reduce -0.7%	0.90%	−0.02
AMGN Amgen Inc.	Reduce -0.5%	0.41%	−0.01
EEM iShares MSCI Emerging Market	Reduce -6.5%	0.24%	−0.01
IYW iShares Ustechnology ETF	Reduce -0.9%	0.19%	−0.01
TJX TJX Companies Inc.	Reduce -2.6%	0.50%	−0.01
AVGO Broadcom Inc.	Reduce -2.0%	1.02%	−0.01
XLB SS Materials Select Sector	Reduce -4.5%	0.39%	−0.01
XLI SS Industrial Select Sector	Reduce -5.2%	0.87%	−0.01
COST Costco Wholesale Corp.	Reduce -1.0%	0.21%	−0.01
MS Morgan Stanley	Reduce -1.9%	0.54%	−0.01
AMP Ameriprise Financial Inc.	Reduce -7.7%	0.10%	−0.00
IWB iShares Russell 1000 ETF	Reduce -3.0%	0.12%	−0.00
KMB Kimberly-Clark Corp.	Reduce -1.6%	0.09%	−0.00
TXN Texas Instruments Inc.	Reduce -0.7%	0.53%	−0.00
IVW iShares S&P 500 Growth ETF	Reduce -1.7%	0.10%	−0.00
CMCSA Comcast Corp. Class A	Reduce -4.3%	0.09%	−0.00
DD Dupont DE Nemours Inc.	Reduce -7.5%	0.08%	−0.00

Portfolio Buys Q2 2024 → Q3 2024


IVV iShares Core S&P 500 ETF	Add +58.2%	1.85%	+0.67
IWR iShares Russell Mid-Cap ETF	Add +15.0%	2.10%	+0.31
AGG iShares Core U.S. Aggregate	Add +8.0%	5.03%	+0.29
MCD McDonald's Corp.	Add +0.3%	1.17%	+0.13
DBEF Xtrackers MSCI Eafe Hedged E	Add +12.7%	1.45%	+0.10
BX Blackstone Inc.	New	0.09%	+0.09
RTX RTX Corp.	Add +10.7%	0.42%	+0.09
SHW The Sherwin-Williams Co.	Add +2.4%	0.40%	+0.08
LNT Alliant Energy Corp.	New	0.07%	+0.07
IWF iShares Russell 1000 Growth	New	0.07%	+0.07
DUK Duke Energy Corp.	New	0.07%	+0.07
PFE Pfizer Inc.	New	0.07%	+0.07
GOVT iShares US Treasury Bond ETF	New	0.07%	+0.07
KO The Coca-Cola Co.	Add +6.8%	0.57%	+0.07
CAT Caterpillar Inc.	Add +7.7%	0.33%	+0.05
SCHA Schwab US Small-Cap ETF	Add +1.4%	1.44%	+0.05
TMUS T-Mobile US Inc.	Add +3.2%	0.37%	+0.04
SCHZ Schwab US Aggregate Bond ETF	Add +5.7%	1.20%	+0.04
SCHE Schwab Emrg Mrkts Eqty ETF	Add +3.0%	0.70%	+0.04
IBM Intl Business Machines Corp.	Add +8.2%	0.18%	+0.04
SCHX Schwab US Large-Cap ETF	Add +18.4%	0.25%	+0.04
PSA Public Storage	Add +2.2%	0.19%	+0.03
PM Philip Morris International	Add +6.1%	0.18%	+0.03
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Add +2.1%	2.19%	+0.03
MA Mastercard Inc. Class A	Add +0.4%	0.47%	+0.03
BND Vanguard Total Bond Market	Add +20.8%	0.16%	+0.03
JNJ Johnson & Johnson	Add +1.1%	0.47%	+0.02
CSCO Cisco Systems Inc.	Add +1.9%	0.34%	+0.02
BMY Bristol-Myers Squibb Co.	Add +0.5%	0.15%	+0.02
ISRG Intuitive Surgical Inc.	Add +2.2%	0.39%	+0.02
SCHF Schwab Intl Equity ETF	Add +0.1%	2.73%	+0.02
D Dominion Energy Inc.	Add +12.5%	0.11%	+0.02
APD Air Products & Chemicals Inc.	Add +1.7%	0.22%	+0.02
USHY iShares Broad Usd High Yield	Add +3.6%	1.60%	+0.02
BNDX Vanguard Total Intl Bond ETF	Add +3.8%	1.93%	+0.02
T AT&T Inc.	Add +1.9%	0.18%	+0.02
XOM Exxon Mobil Corp.	Add +7.4%	0.58%	+0.02
CL Colgate-Palmolive Co.	Add +8.3%	0.19%	+0.02
GLD SPDR Gold Shares	Add +1.2%	0.21%	+0.01
VZ Verizon Communications Inc.	Add +1.9%	0.29%	+0.01
MUB iShares National Muni Bond E	Add +10.6%	0.21%	+0.01
EFA iShares MSCI Eafe ETF	Add +0.1%	2.15%	+0.01
VXUS Vanguard Total Intl Stock	Add +6.3%	0.16%	+0.01
SYK Stryker Corp.	Add +10.1%	0.12%	+0.01
IVE iShares S&P 500 Value ETF	Add +3.8%	0.09%	+0.01
SCHB Schwab US Broad Market ETF	Add +0.3%	1.56%	−0.00
SPY SS SPDR S&P 500 ETF Trust-US	Add +0.5%	1.55%	−0.00
WM Waste Management Inc.	Add +4.4%	0.11%	−0.01
JPM JPMorgan Chase & Co.	Add +1.0%	0.78%	−0.01
SCHG Schwab US Large-Cap Growth	Add +1.1%	1.52%	−0.03

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	168	$356.5M	AGG, XLK, AAPL, VCSH, IVV
Q1 2026	159	$325.7M	AGG, VCSH, AAPL, IVV, XLK
Q4 2025	158	$335.7M	AGG, MSFT, AAPL, XLK, VCSH
Q3 2025	162	$327.8M	AGG, MSFT, AAPL, VCSH, XLK
Q2 2025	158	$299.8M	AGG, MSFT, VCSH, AAPL, XLK
Q1 2025	155	$280.3M	AGG, MSFT, AAPL, VCSH, XLK
Q4 2024	159	$291.6M	AGG, MSFT, AAPL, VCSH, XLK
Q3 2024	157	$293.1M	AGG, MSFT, AAPL, VCSH, XLK
Q2 2024	155	$275.8M	MSFT, AGG, AAPL, VCSH, XLK
Q1 2024	151	$274.3M	AGG, MSFT, VCSH, AAPL, XLK