Graves Light Lenhart Wealth, Inc. Incresed Positions in Q1 2025

Graves Light Lenhart Wealth, Inc.

  • $809 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
27.9K
+ 3.42%
$69.57 - $78.65 $1.94M - $2.2M
844K $64.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
118K
+ 22.15%
$40.79 - $42.32 $4.82M - $5M
652K $27.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
45K
+ 58.8%
$91.45 - $91.75 $4.11M - $4.13M
121K $11.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.58K
+ 0.26%
$95.85 - $99.25 $248K - $256K
998K $98.5M
CVX
Chevron Corp

Energy
10
+ 0.02%
$146.71 - $167.97 $1.47K - $1.68K
41.3K $6.91M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.8K
+ 2.69%
$76.94 - $78.24 $523K - $532K
260K $20.3M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
17.9K
+ 7.67%
$47.35 - $48.24 $847K - $863K
251K $11.9M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
14.2K
+ 4.75%
$25.44 - $27.95 $362K - $398K
314K $8.53M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.6K
+ 14.82%
$49.25 - $50.66 $670K - $689K
105K $5.22M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
14.1K
+ 5.83%
$39.96 - $43.3 $564K - $611K
256K $10.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.43K
+ 1.26%
$77.7 - $78.94 $267K - $271K
275K $21.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.1K
+ 3.55%
$48.43 - $49.86 $247K - $254K
149K $7.42M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.8K
+ 14.5%
$50.72 - $50.92 $396K - $397K
61.6K $3.13M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.67K
+ 4.6%
$179.71 - $192.06 $479K - $512K
60.7K $11.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.73K
+ 0.45%
$27.01 - $28.54 $73.7K - $77.9K
611K $16.8M
JNJ
Johnson & Johnson

Healthcare
272
+ 3.42%
$142.06 - $167.7 $38.6K - $45.6K
8.22K $1.36M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.3K
+ 2.74%
$46.74 - $47.55 $107K - $109K
86K $4.09M
LLY
Eli Lilly & CO

Healthcare
5
+ 0.18%
$725.72 - $929.72 $3.63K - $4.65K
2.8K $2.32M
DFAI
Dimensional ETF Tr

ETFs
3.06K
+ 12.52%
$28.88 - $32.4 $88.4K - $99.2K
27.5K $865K
KO
Coca Cola CO

Consumer Defensive
276
+ 2.94%
$60.81 - $72.32 $16.8K - $20K
9.65K $690K
GE
General Electric CO

Industrials
3
+ 0.1%
$168.59 - $212.13 $506 - $636
2.91K $582K
IBM
International Business Machines Corp

Technology
4
+ 0.12%
$217.4 - $264.74 $870 - $1.06K
3.3K $821K
MCK
Mckesson Corp

Healthcare
1
+ 0.11%
$566.21 - $672.99 $566 - $673
931 $626K
SO
Southern CO

Utilities
10
+ 0.11%
$80.96 - $92.96 $810 - $930
9.41K $865K
D
Dominion Energy, Inc

Utilities
310
+ 0.92%
$52.85 - $57.43 $16.4K - $17.8K
33.9K $1.9M
MCD
Mcdonalds Corp

Consumer Cyclical
72
+ 2.66%
$279.74 - $321.29 $20.1K - $23.1K
2.78K $868K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
586
+ 8.38%
$68.32 - $75.06 $40K - $44K
7.58K $558K
PG
Procter & Gamble CO

Consumer Defensive
121
+ 0.72%
$158.56 - $176.26 $19.2K - $21.3K
17K $2.9M
MMM
3 M CO

Industrials
5
+ 0.14%
$129.7 - $155.12 $649 - $776
3.61K $530K
AMGN
Amgen Inc

Healthcare
2
+ 0.17%
$258.59 - $327.36 $517 - $655
1.21K $376K
UNH
Unitedhealth Group Inc

Healthcare
48
+ 2.87%
$461.52 - $548.18 $22.2K - $26.3K
1.72K $900K
ADP
Automatic Data Processing Inc

Industrials
58
+ 4.15%
$286.85 - $318.64 $16.6K - $18.5K
1.45K $444K
ALL
Allstate Corp

Financial Services
3
+ 0.12%
$180.99 - $210.18 $543 - $631
2.45K $506K
WM
Waste Management Inc

Industrials
7
+ 0.64%
$200.54 - $233.78 $1.4K - $1.64K
1.1K $253K
WFC
Wells Fargo & Company

Financial Services
3
+ 0.01%
$66.78 - $81.42 $200 - $244
21.1K $1.51M
UNP
Union Pacific Corp

Industrials
62
+ 4.16%
$225.21 - $254.42 $14K - $15.8K
1.55K $367K
CSCO
Cisco Systems, Inc.

Technology
233
+ 5.12%
$58.74 - $64.87 $13.7K - $15.1K
4.79K $295K
BMY
Bristol Myers Squibb CO

Healthcare
5
+ 0.09%
$53.9 - $63.11 $270 - $316
5.52K $336K
MS
Morgan Stanley

Financial Services
152
+ 8.83%
$111.68 - $141.08 $17K - $21.4K
1.87K $218K
VFH
Vanguard Financial ETF

ETFs
2
+ 0.11%
$114.07 - $127.34 $228 - $255
1.9K $224K
Ge Vernova Inc
1
+ 0.14%
N/A
717 $0
INTU
Intuit Inc

Technology
1
+ 0.26%
$555.63 - $630.23 $556 - $630
392 $240K
MET
Metlife Inc

Financial Services
5
+ 0.12%
$77.7 - $87.0 $389 - $435
4.22K $338K
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.23%
$244.9 - $274.48 $735 - $823
1.33K $330K
BA
Boeing CO

Industrials
3
+ 0.19%
$148.15 - $186.25 $444 - $559
1.54K $263K
EMN
Eastman Chemical CO

Basic Materials
5
+ 0.15%
$87.05 - $103.47 $435 - $517
3.44K $303K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15
+ 0.22%
$32.42 - $36.13 $486 - $542
6.82K $223K
HON
Honeywell International Inc

Industrials
4
+ 0.4%
$202.75 - $226.52 $811 - $906
1.01K $214K
PFE
Pfizer Inc

Healthcare
30
+ 0.26%
$25.01 - $27.13 $750 - $814
11.6K $293K
Activity Summary
Buys All Purchases 76 New Holdings 7 Increased Positions 69 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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