Graves Light Lenhart Wealth, Inc. Reduced Holdings in Q2 2025

Graves Light Lenhart Wealth, Inc.

  • $835 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.05K
- 6.36%
$483.48 - $539.8 $2.44M - $2.73M
74.4K $36.1M
AAPL
Apple Inc.

Technology
-7.13K
- 6.09%
$172.42 - $223.89 $1.23M - $1.6M
110K $22.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-19.8K
- 16.31%
$91.43 - $91.74 $1.81M - $1.82M
102K $9.32M
XLV
Select Sector Spdr Fund Health

ETFs
-2.66K
- 1.85%
$128.77 - $144.3 $342K - $384K
141K $19M
CVX
Chevron Corp

Energy
-2.01K
- 4.85%
$133.73 - $168.51 $268K - $338K
39.3K $5.63M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.12K
- 1.88%
$55.13 - $75.25 $61.9K - $84.4K
58.5K $4.01M
LLY
Eli Lilly & CO

Healthcare
-296
- 10.56%
$713.71 - $898.95 $211K - $266K
2.51K $1.95M
VIG
Vanguard Dividend Appreciation

ETFs
-1.78K
- 1.5%
N/A
117K $21.3M
PG
Procter & Gamble CO

Consumer Defensive
-559
- 3.29%
$157.66 - $172.39 $88.1K - $96.4K
16.4K $2.62M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-5.14K
- 2.04%
$46.77 - $47.89 $240K - $246K
246K $11.7M
PEP
Pepsico Inc

Consumer Defensive
-308
- 4.1%
$128.02 - $151.37 $39.4K - $46.6K
7.21K $952K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.44K
- 13.74%
$131.84 - $157.76 $190K - $227K
9.04K $1.43M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-603
- 11.48%
$376.48 - $440.65 $227K - $266K
4.65K $2.05M
ELV
Elevance Health, Inc.

Healthcare
-57
- 1.98%
$372.27 - $452.69 $21.2K - $25.8K
2.82K $1.1M
SLB
Schlumberger Limited

Energy
-816
- 5.86%
$31.95 - $42.2 $26.1K - $34.4K
13.1K $442K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-988
- 21.54%
$149.76 - $186.42 $148K - $184K
3.6K $670K
MSI
Motorola Solutions, Inc.

Technology
-249
- 26.89%
$394.72 - $440.39 $98.3K - $110K
677 $284K
BMY
Bristol Myers Squibb CO

Healthcare
-658
- 11.92%
$44.12 - $59.6 $29K - $39.2K
4.86K $225K
EOG
Eog Resources Inc

Energy
-237
- 3.18%
$104.61 - $129.97 $24.8K - $30.8K
7.22K $863K
SO
Southern CO

Utilities
-976
- 10.37%
$84.91 - $92.56 $82.9K - $90.3K
8.44K $774K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.14K
- 24.11%
$122.57 - $173.27 $263K - $371K
6.75K $1.17M
APD
Air Products & Chemicals, Inc.

Basic Materials
-207
- 12.17%
$248.61 - $294.96 $51.5K - $61.1K
1.49K $421K
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 0.61%
$285.55 - $321.23 $4.85K - $5.46K
2.76K $807K
VZ
Verizon Communications Inc

Communication Services
-162
- 0.7%
$41.67 - $45.62 $6.75K - $7.39K
23K $994K
LOW
Lowes Companies Inc

Consumer Cyclical
-173
- 12.54%
$210.83 - $235.28 $36.5K - $40.7K
1.21K $267K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-586
- 7.73%
$68.13 - $74.77 $39.9K - $43.8K
6.99K $509K
VDE
Vanguard Energy ETF

ETFs
-132
- 3.41%
$105.87 - $130.56 $14K - $17.2K
3.73K $447K
HD
Home Depot, Inc.

Consumer Cyclical
-104
- 4.81%
$335.24 - $380.78 $34.9K - $39.6K
2.06K $754K
IWV
Ishares Russell 3000 ETF

ETFs
-500
- 12.5%
$281.67 - $351.0 $141K - $176K
3.5K $1.23M
IBB
Ishares Biotechnology ETF

ETFs
-90
- 2.28%
$112.02 - $129.0 $10.1K - $11.6K
3.85K $487K
PFE
Pfizer Inc

Healthcare
-312
- 2.7%
$21.59 - $24.84 $6.74K - $7.75K
11.3K $272K
UNP
Union Pacific Corp

Industrials
-36
- 2.32%
$208.27 - $238.46 $7.5K - $8.58K
1.52K $349K
T
At&T Inc.

Communication Services
-1.06K
- 4.9%
$26.33 - $28.94 $28K - $30.8K
20.6K $597K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-365
- 12.09%
$108.06 - $135.3 $39.4K - $49.4K
2.66K $359K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.01K
- 1.58%
$89.58 - $95.01 $90K - $95.5K
62.5K $5.94M
KBE
Spdr S&P Bank ETF

ETFs
-703
- 6.16%
$45.85 - $55.78 $32.2K - $39.2K
10.7K $596K
SCHW
Schwab Charles Corp

Financial Services
-395
- 13.56%
$69.06 - $91.24 $27.3K - $36K
2.52K $229K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5
- 0.05%
$85.42 - $94.39 $427 - $472
10.8K $1.01M
XLK
Technology Sector Spdr

ETFs
-188
- 13.83%
$179.73 - $253.23 $33.8K - $47.6K
1.17K $296K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-180
- 2.91%
$58.13 - $69.92 $10.5K - $12.6K
6.02K $420K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-293
- 0.34%
$47.09 - $48.01 $13.8K - $14.1K
85.7K $4.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-23
- 4.71%
$416.06 - $551.64 $9.57K - $12.7K
465 $256K
NSC
Norfolk Southern Corp

Industrials
-11
- 0.64%
$206.34 - $257.46 $2.27K - $2.83K
1.71K $436K
CSCO
Cisco Systems, Inc.

Technology
-75
- 1.57%
$53.19 - $69.38 $3.99K - $5.2K
4.71K $326K
TFC
Truist Financial Corp

Financial Services
-517
- 0.99%
$34.79 - $42.99 $18K - $22.2K
51.5K $2.21M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.46K
- 0.76%
$121.58 - $136.74 $177K - $199K
190K $25.8M
GOOG
Alphabet Inc.

Communication Services
-2.28K
- 8.17%
$146.58 - $180.01 $334K - $410K
25.6K $4.55M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-436
- 1.21%
$72.96 - $90.39 $31.8K - $39.4K
35.7K $3.19M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-363
- 0.52%
$70.7 - $82.14 $25.7K - $29.8K
68.9K $5.66M
Activity Summary
Buys All Purchases 57 New Holdings 10 Increased Positions 47 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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