Graves Light Lenhart Wealth, Inc. Reduced Holdings in Q3 2024

Graves Light Lenhart Wealth, Inc.

  • $810 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-260K
- 54.05%
$47.7 - $48.54 $12.4M - $12.6M
221K $10.7M
AAPL
Apple Inc.

Technology
-38.4K
- 24.0%
$207.23 - $234.82 $7.96M - $9.02M
122K $28.3M
VIG
Vanguard Dividend Appreciation

ETFs
-26.9K
- 18.21%
$182.15 - $182.15 $4.9M - $4.9M
121K $22M
BRK-A
Berkshire Hathaway Inc

Financial Services
-8
- 53.33%
$610460.0 - $715910.0 $4.88M - $5.73M
7 $4.83M
GOOGL
Alphabet Inc.

Communication Services
-16.5K
- 16.94%
$148.65 - $191.18 $2.45M - $3.15M
80.8K $13.4M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-59.3K
- 45.15%
$71.86 - $78.56 $4.26M - $4.66M
72K $5.66M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-74.2K
- 24.29%
$61.47 - $67.36 $4.56M - $5M
231K $15.6M
XLV
Select Sector Spdr Fund Health

ETFs
-31.8K
- 17.88%
$143.3 - $157.24 $4.55M - $5M
146K $22.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-44.3K
- 18.58%
$125.95 - $142.04 $5.57M - $6.29M
194K $27.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-35.3K
- 15.76%
$117.9 - $128.2 $4.16M - $4.52M
189K $24.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-47.1K
- 14.63%
$105.53 - $118.34 $4.97M - $5.58M
275K $32.2M
GOOG
Alphabet Inc.

Communication Services
-8.93K
- 24.08%
$149.54 - $192.66 $1.34M - $1.72M
28.2K $4.71M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-8.52K
- 19.98%
$283.28 - $314.39 $2.41M - $2.68M
34.1K $10.7M
CVX
Chevron Corp

Energy
-9.23K
- 18.41%
$137.88 - $161.97 $1.27M - $1.49M
40.9K $6.02M
JPM
Jpmorgan Chase & CO

Financial Services
-10.1K
- 19.72%
$194.9 - $224.8 $1.97M - $2.28M
41.2K $8.69M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-23.7K
- 39.2%
$75.32 - $84.37 $1.79M - $2M
36.8K $3.08M
MSFT
Microsoft Corp

Technology
-3.23K
- 21.02%
$395.15 - $467.56 $1.28M - $1.51M
12.1K $5.22M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-15.1K
- 87.56%
$104.5 - $114.97 $1.58M - $1.74M
2.15K $245K
IBB
Ishares Biotechnology ETF

ETFs
-11.2K
- 73.97%
$135.09 - $149.47 $1.51M - $1.67M
3.94K $573K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-33K
- 29.23%
$47.0 - $47.84 $1.55M - $1.58M
80K $3.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.83K
- 29.8%
$517.38 - $573.86 $1.46M - $1.62M
6.65K $3.82M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-55.5K
- 5.37%
$96.25 - $101.98 $5.35M - $5.66M
979K $99.2M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-25K
- 32.26%
$50.61 - $50.96 $1.27M - $1.28M
52.6K $2.68M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-15.8K
- 16.41%
$92.1 - $95.52 $1.46M - $1.51M
80.7K $7.7M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-20.4K
- 13.49%
$71.45 - $75.64 $1.46M - $1.54M
131K $9.81M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-30.1K
- 13.02%
$77.02 - $85.06 $2.32M - $2.56M
201K $17M
APD
Air Products & Chemicals, Inc.

Basic Materials
-6.13K
- 28.23%
$247.34 - $300.11 $1.52M - $1.84M
15.6K $4.64M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-46K
- 8.82%
$57.32 - $62.65 $2.64M - $2.88M
476K $29.7M
DIS
Walt Disney CO

Communication Services
-6.63K
- 15.11%
$85.6 - $98.61 $568K - $654K
37.3K $3.58M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.25K
- 30.03%
$386.81 - $423.12 $872K - $954K
5.25K $2.22M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-33.9K
- 7.03%
$41.34 - $43.55 $1.4M - $1.48M
449K $19.4M
EOG
Eog Resources Inc

Energy
-4.21K
- 35.89%
$117.9 - $132.65 $497K - $559K
7.52K $924K
DD
Du Pont De Nemours, Inc.

Basic Materials
-12.6K
- 17.18%
$77.22 - $89.49 $974K - $1.13M
60.8K $5.42M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.2K
- 60.9%
$213.3 - $270.78 $469K - $595K
1.41K $382K
IWN
Ishares Russell2000 Val ETF

ETFs
-3.56K
- 24.87%
$150.05 - $171.34 $534K - $610K
10.8K $1.79M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-8.14K
- 5.48%
$48.06 - $49.39 $391K - $402K
141K $6.93M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11.3K
- 12.24%
$405.19 - $478.57 $4.59M - $5.42M
81.2K $37.4M
MRK
Merck & Co., Inc.

Healthcare
-624
- 3.76%
$111.15 - $128.97 $69.4K - $80.5K
16K $1.82M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-5.45K
- 21.09%
$59.25 - $65.33 $323K - $356K
20.4K $1.32M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.08K
- 7.8%
$84.77 - $97.13 $346K - $396K
48.2K $4.61M
XOM
Exxon Mobil Corp

Energy
-2.18K
- 6.35%
$109.72 - $119.0 $239K - $259K
32.1K $3.76M
IWV
Ishares Russell 3000 ETF

ETFs
-776
- 16.25%
$294.75 - $326.73 $229K - $254K
4K $1.31M
VTI
Vanguard Total Stock Market Et

ETFs
-2.23K
- 7.18%
$255.18 - $283.2 $568K - $630K
28.8K $8.14M
SLB
Schlumberger Limited

Energy
-1.13K
- 7.05%
$39.57 - $49.67 $44.8K - $56.2K
14.9K $625K
ELV
Elevance Health, Inc.

Healthcare
-128
- 4.46%
$500.12 - $562.29 $64K - $72K
2.74K $1.43M
SHEN
Shenandoah Telecommunications CO

Communication Services
-325
- 0.86%
$13.77 - $21.29 $4.48K - $6.92K
37.3K $526K
GS
Goldman Sachs Group Inc

Financial Services
-185
- 25.41%
$459.02 - $510.25 $84.9K - $94.4K
543 $268K
INTU
Intuit Inc

Technology
-43
- 9.91%
$602.97 - $670.49 $25.9K - $28.8K
391 $242K
VUG
Vanguard Growth ETF

ETFs
-238
- 4.81%
$341.08 - $391.94 $81.2K - $93.3K
4.71K $1.81M
Activity Summary
Buys All Purchases 37 New Holdings 13 Increased Positions 24 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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