Graves Light Lenhart Wealth, Inc. Sells in Q3 2025

Graves Light Lenhart Wealth, Inc.

  • $894 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-8.17K
- 24.12%
$339.37 - $366.46 $2.77M - $2.99M
25.7K $9.39M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 14.29%
$692600.0 - $759798.0 $693K - $760K
6 $4.53M
DIS
Walt Disney CO

Communication Services
-857
- 2.53%
$112.25 - $124.0 $96.2K - $106K
33K $3.78M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.37K
- 12.44%
$620.67 - $670.08 $853K - $921K
9.67K $6.47M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.79K
- 3.73%
$91.44 - $91.77 $347K - $348K
97.9K $8.98M
COST
Costco Wholesale Corp

Consumer Defensive
-49
- 1.66%
$915.95 - $994.57 $44.9K - $48.7K
2.9K $2.69M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-7.49K
- 3.94%
$136.48 - $142.97 $1.02M - $1.07M
182K $25.5M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-6.27K
- 9.1%
$82.42 - $87.03 $516K - $545K
62.6K $5.45M
PG
Procter & Gamble CO

Consumer Defensive
-631
- 3.84%
$150.47 - $161.22 $94.9K - $102K
15.8K $2.43M
SHEN
Shenandoah Telecommunications CO

Communication Services
-12.8K
- 34.4%
$11.88 - $15.7 $152K - $201K
24.5K $328K
VZ
Verizon Communications Inc

Communication Services
-2.19K
- 9.54%
$40.84 - $45.06 $89.5K - $98.8K
20.8K $913K
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.6K
- 10.29%
$108.97 - $121.65 $501K - $560K
40.1K $4.84M
AMP
Ameriprise Financial Inc

Financial Services
-100
- 16.5%
$486.13 - $544.55 $48.6K - $54.5K
506 $248K
DUK
Duke Energy Corp

Utilities
-1.46K
- 7.92%
$116.31 - $125.93 $169K - $183K
16.9K $2.09M
VIG
Vanguard Dividend Appreciation

ETFs
-394
- 0.34%
N/A
117K $21.2M
MSI
Motorola Solutions, Inc.

Technology
-207
- 30.58%
$408.73 - $490.3 $84.6K - $101K
470 $214K
KO
Coca Cola CO

Consumer Defensive
-375
- 3.89%
$65.67 - $71.67 $24.6K - $26.9K
9.27K $615K
TFC
Truist Financial Corp

Financial Services
-4.47K
- 8.67%
$42.83 - $47.07 $191K - $210K
47.1K $2.15M
T
At&T Inc.

Communication Services
-1.34K
- 6.48%
$26.94 - $29.62 $36K - $39.6K
19.3K $545K
D
Dominion Energy, Inc

Utilities
-3.48K
- 9.98%
$56.32 - $62.1 $196K - $216K
31.4K $1.92M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-3.73K
- 7.78%
$60.01 - $65.01 $224K - $242K
44.2K $2.87M
SLB
Schlumberger Limited

Energy
-1.53K
- 11.65%
$32.37 - $37.31 $49.4K - $56.9K
11.6K $397K
EMN
Eastman Chemical CO

Basic Materials
-5
- 0.15%
$58.79 - $81.56 $294 - $408
3.44K $216K
APD
Air Products & Chemicals, Inc.

Basic Materials
-97
- 6.49%
$265.78 - $299.3 $25.8K - $29K
1.4K $380K
ENB
Enbridge Inc

Energy
-1.66K
- 15.69%
$43.79 - $50.46 $72.8K - $83.9K
8.94K $450K
HON
Honeywell International Inc

Industrials
-4
- 0.4%
$207.7 - $240.4 $831 - $962
1.01K $211K
UNP
Union Pacific Corp

Industrials
-137
- 9.03%
$214.91 - $237.16 $29.4K - $32.5K
1.38K $326K
VGT
Vanguard Information Technolog

ETFs
-107
- 9.84%
$656.44 - $719.57 $70.2K - $77K
980 $705K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-203
- 2.9%
$72.01 - $74.44 $14.6K - $15.1K
6.79K $498K
CSCO
Cisco Systems, Inc.

Technology
-40
- 0.85%
$66.2 - $71.79 $2.65K - $2.87K
4.67K $319K
DFAU
Dimensional ETF Tr

ETFs
-636
- 9.68%
$42.42 - $45.96 $27K - $29.2K
5.94K $271K
BMY
Bristol Myers Squibb CO

Healthcare
-25
- 0.51%
$43.31 - $48.98 $1.08K - $1.22K
4.84K $218K
Ge Vernova Inc
-19
- 2.65%
N/A
698 $0
AMGN
Amgen Inc

Healthcare
-2
- 0.17%
$271.18 - $309.22 $542 - $618
1.21K $340K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.16K
- 0.93%
$72.57 - $74.72 $83.9K - $86.4K
123K $9.11M
DFAI
Dimensional ETF Tr

ETFs
-1.21K
- 4.26%
$34.05 - $36.55 $41.2K - $44.2K
27.2K $989K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-556
- 0.98%
$22.9 - $23.55 $12.7K - $13.1K
56.3K $1.32M
PFE
Pfizer Inc

Healthcare
-219
- 1.94%
$23.29 - $25.88 $5.1K - $5.67K
11K $281K
MMM
3 M CO

Industrials
-5
- 0.14%
$144.41 - $160.2 $722 - $801
3.61K $559K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20
- 4.3%
$546.99 - $602.2 $10.9K - $12K
445 $267K
ITW
Illinois Tool Works Inc

Industrials
-3
- 0.23%
$252.31 - $269.41 $757 - $808
1.33K $346K
MUB
Ishares National Muni Bond ETF

ETFs
-108
- 0.65%
$103.24 - $106.68 $11.1K - $11.5K
16.5K $1.76M
XOM
Exxon Mobil Corp

Energy
-1.23K
- 3.65%
$105.83 - $117.22 $130K - $144K
32.5K $3.66M
AXP
American Express CO

Financial Services
-1
- 0.04%
$294.27 - $342.31 $294 - $342
2.75K $913K
WFC
Wells Fargo & Company

Financial Services
-376
- 1.78%
$77.05 - $85.16 $29K - $32K
20.7K $1.74M
PEP
Pepsico Inc

Consumer Defensive
-45
- 0.62%
$133.81 - $152.16 $6.02K - $6.85K
7.17K $1.01M
VT
Vanguard Total World Stk Index

ETFs
-366
- 3.22%
$128.41 - $138.03 $47K - $50.5K
11K $1.52M
NSC
Norfolk Southern Corp

Industrials
-33
- 1.93%
$259.49 - $300.41 $8.56K - $9.91K
1.67K $502K
HD
Home Depot, Inc.

Consumer Cyclical
-25
- 1.21%
$357.4 - $423.42 $8.94K - $10.6K
2.03K $824K
Activity Summary
Buys All Purchases 72 New Holdings 8 Increased Positions 64 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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