Graves Light Lenhart Wealth, Inc. Sells in Q4 2024

Graves Light Lenhart Wealth, Inc.

  • $801 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-1.33K
- 0.91%
$136.28 - $154.74 $181K - $205K
145K $19.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.51K
- 0.78%
$131.66 - $144.0 $198K - $217K
192K $25.4M
IVE
Ishares S&P 500 Value ETF

ETFs
-7.05K
- 36.91%
$189.5 - $206.17 $1.34M - $1.45M
12K $2.3M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-8.7K
- 10.78%
$93.52 - $95.37 $813K - $829K
72K $6.74M
DD
Du Pont De Nemours, Inc.

Basic Materials
-846
- 1.39%
$75.95 - $88.05 $64.3K - $74.5K
60K $4.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-113
- 0.14%
$442.29 - $483.08 $50K - $54.6K
81.1K $36.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-215
- 0.16%
$71.75 - $75.11 $15.4K - $16.1K
130K $9.38M
SYY
Sysco Corp

Consumer Defensive
-3.28K
- 3.28%
$73.63 - $81.77 $241K - $268K
96.5K $7.38M
XOM
Exxon Mobil Corp

Energy
-939
- 2.92%
$105.51 - $125.37 $99.1K - $118K
31.2K $3.35M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.5K
- 4.37%
$91.29 - $91.8 $319K - $321K
76.5K $6.99M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.23K
- 2.5%
$52.1 - $57.26 $63.9K - $70.3K
47.9K $2.5M
MSFT
Microsoft Corp

Technology
-423
- 3.48%
$406.35 - $454.46 $172K - $192K
11.7K $4.94M
MRK
Merck & Co., Inc.

Healthcare
-586
- 3.67%
$96.31 - $114.76 $56.4K - $67.2K
15.4K $1.53M
APD
Air Products & Chemicals, Inc.

Basic Materials
-433
- 2.78%
$285.5 - $335.62 $124K - $145K
15.1K $4.39M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-2.15K
- 2.98%
$77.23 - $82.11 $166K - $176K
69.8K $5.43M
JNJ
Johnson & Johnson

Healthcare
-500
- 5.92%
$143.34 - $165.86 $71.7K - $82.9K
7.95K $1.15M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.76K
- 16.53%
$148.14 - $166.23 $261K - $293K
8.89K $1.42M
VIG
Vanguard Dividend Appreciation

ETFs
-1.03K
- 0.85%
N/A
120K $21.8M
PEP
Pepsico Inc

Consumer Defensive
-89
- 1.15%
$151.29 - $176.1 $13.5K - $15.7K
7.67K $1.17M
DUK
Duke Energy Corp

Utilities
-33
- 0.18%
$105.76 - $120.76 $3.49K - $3.99K
18K $1.94M
D
Dominion Energy, Inc

Utilities
-119
- 0.35%
$52.63 - $60.92 $6.26K - $7.25K
33.6K $1.81M
PG
Procter & Gamble CO

Consumer Defensive
-194
- 1.14%
$161.05 - $179.7 $31.2K - $34.9K
16.9K $2.83M
ABBV
Abb Vie Inc.

Healthcare
-204
- 5.11%
$164.99 - $203.87 $33.7K - $41.6K
3.79K $673K
KO
Coca Cola CO

Consumer Defensive
-200
- 2.09%
$61.74 - $71.71 $12.3K - $14.3K
9.37K $583K
DHR
Danaher Corp

Healthcare
-139
- 9.92%
$226.16 - $274.52 $31.4K - $38.2K
1.26K $289K
INTC
Intel Corp

Technology
-1.2K
- 9.5%
$19.07 - $26.23 $22.9K - $31.5K
11.4K $229K
MCD
Mcdonalds Corp

Consumer Cyclical
-72
- 2.59%
$288.47 - $316.54 $20.8K - $22.8K
2.71K $785K
MMM
3 M CO

Industrials
-236
- 6.14%
$124.74 - $137.12 $29.4K - $32.4K
3.61K $465K
ORCL
Oracle Corp

Technology
-86
- 1.21%
$165.41 - $192.43 $14.2K - $16.5K
7.01K $1.17M
VLUE
Ishares Msci Usa Value Factor

ETFs
-246
- 6.13%
$104.01 - $115.38 $25.6K - $28.4K
3.77K $397K
UNP
Union Pacific Corp

Industrials
-39
- 2.55%
$223.15 - $249.32 $8.7K - $9.72K
1.49K $340K
XLY
Select Sector Spdr Consumer Di

ETFs
-348
- 19.09%
$194.8 - $239.43 $67.8K - $83.3K
1.48K $330K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-84
- 14.69%
$481.22 - $538.17 $40.4K - $45.2K
488 $249K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-90
- 2.57%
$106.1 - $114.66 $9.55K - $10.3K
3.41K $362K
VPU
Vanguard Utilities ETF

ETFs
-7
- 0.33%
$160.52 - $179.11 $1.12K - $1.25K
2.11K $345K
MSI
Motorola Solutions, Inc.

Technology
-71
- 6.34%
$449.08 - $504.6 $31.9K - $35.8K
1.05K $484K
UBSI
United Bankshares Inc

Financial Services
-443
- 6.61%
$35.53 - $43.29 $15.7K - $19.2K
6.26K $234K
SPY
Spdr S&P 500 ETF Trust

ETFs
-156
- 2.34%
$567.81 - $607.81 $88.6K - $94.8K
6.5K $3.81M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-146
- 0.72%
$63.58 - $71.15 $9.28K - $10.4K
20.3K $1.32M
NTRS
Northern Trust Corp

Financial Services
-321
- 13.83%
$88.4 - $111.16 $28.4K - $35.7K
2K $205K
AUB
Atlantic Union Bankshares Corp

Financial Services
-9
- 0.06%
$36.13 - $43.55 $325 - $392
14K $532K
BMY
Bristol Myers Squibb CO

Healthcare
-200
- 3.5%
$51.92 - $59.94 $10.4K - $12K
5.52K $311K
TFC
Truist Financial Corp

Financial Services
-252
- 0.48%
$41.51 - $48.1 $10.5K - $12.1K
52.2K $2.27M
NVDA
Nvidia Corp

Technology
-305
- 5.16%
$117.0 - $148.88 $35.7K - $45.4K
5.61K $752K
AXP
American Express CO

Financial Services
-100
- 3.59%
$267.35 - $305.57 $26.7K - $30.6K
2.68K $796K
VTI
Vanguard Total Stock Market Et

ETFs
-480
- 1.67%
$280.04 - $302.45 $134K - $145K
28.3K $8.2M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.13%
$873.59 - $994.69 $3.49K - $3.98K
3.03K $2.77M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.81K
- 3.76%
$94.43 - $105.47 $171K - $191K
46.4K $4.71M
IVV
Ishares Core S&P 500 ETF

ETFs
-24
- 0.22%
$570.51 - $610.59 $13.7K - $14.7K
11.1K $6.52M
Activity Summary
Buys All Purchases 52 New Holdings 4 Increased Positions 48 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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