Graves Light Lenhart Wealth, Inc. Sells in Q3 2024

Graves Light Lenhart Wealth, Inc.

  • $810 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VLUE
Ishares Msci Usa Value Factor

ETFs
-561
- 12.26%
$99.14 - $109.18 $55.6K - $61.2K
4.01K $437K
MUB
Ishares National Muni Bond ETF

ETFs
-543
- 4.97%
$106.13 - $108.7 $57.6K - $59K
10.4K $1.13M
PEP
Pepsico Inc

Consumer Defensive
-444
- 5.41%
$161.9 - $179.3 $71.9K - $79.6K
7.76K $1.32M
IYW
Ishares Dj Us Tech ETF

ETFs
-292
- 2.67%
$133.16 - $158.73 $38.9K - $46.3K
10.7K $1.62M
USB
Us Bancorp \De\

Financial Services
-1.42K
- 18.71%
$39.04 - $47.23 $55.3K - $66.9K
6.16K $281K
HON
Honeywell International Inc

Industrials
-28
- 2.71%
$196.73 - $220.21 $5.51K - $6.17K
1.01K $208K
BAC
Bank Of America Corp

Financial Services
-191
- 0.76%
$36.65 - $44.13 $7K - $8.43K
24.9K $988K
IXN
Ishares Global Information Tec

ETFs
-61
- 1.99%
$73.0 - $87.81 $4.45K - $5.36K
3K $247K
PG
Procter & Gamble CO

Consumer Defensive
-868
- 4.84%
$160.76 - $177.82 $140K - $154K
17.1K $2.95M
First Natl Corp Com
-5K
- 7.62%
N/A
60.6K $0
SCHO
Schwab Short Term Us Treasury

ETFs
-17
- 0.28%
$47.93 - $49.06 $815 - $834
6K $293K
BMY
Bristol Myers Squibb CO

Healthcare
-1.16K
- 16.91%
$39.66 - $51.75 $46.1K - $60.2K
5.72K $295K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-279
- 7.39%
$98.85 - $111.3 $27.6K - $31.1K
3.5K $389K
AMP
Ameriprise Financial Inc

Financial Services
-21
- 3.36%
$391.53 - $469.81 $8.22K - $9.87K
604 $283K
CSX
Csx Corp

Industrials
-30
- 0.14%
$32.48 - $35.45 $974 - $1.06K
20.8K $717K
CSCO
Cisco Systems, Inc.

Technology
-100
- 2.15%
$44.74 - $53.22 $4.47K - $5.32K
4.56K $242K
UNP
Union Pacific Corp

Industrials
-30
- 1.92%
$221.78 - $256.09 $6.65K - $7.68K
1.53K $377K
KBE
Spdr S&P Bank ETF

ETFs
-920
- 7.46%
$45.47 - $54.71 $41.8K - $50.3K
11.4K $603K
ADP
Automatic Data Processing Inc

Industrials
-66
- 4.51%
$233.44 - $279.45 $15.4K - $18.4K
1.4K $386K
GE
General Electric CO

Industrials
-231
- 7.37%
$156.66 - $189.66 $36.2K - $43.8K
2.91K $547K
ENB
Enbridge Inc

Energy
-82
- 0.77%
$35.27 - $41.18 $2.89K - $3.38K
10.6K $430K
VPU
Vanguard Utilities ETF

ETFs
-20
- 0.94%
$146.64 - $174.54 $2.93K - $3.49K
2.12K $368K
T
At&T Inc.

Communication Services
-62
- 0.31%
$18.21 - $22.28 $1.13K - $1.38K
20K $440K
CAT
Caterpillar Inc

Industrials
-29
- 2.31%
$316.8 - $391.12 $9.19K - $11.3K
1.23K $480K
ALL
Allstate Corp

Financial Services
-28
- 1.13%
$158.43 - $192.86 $4.44K - $5.4K
2.44K $462K
VZ
Verizon Communications Inc

Communication Services
-349
- 1.5%
$38.89 - $45.0 $13.6K - $15.7K
23K $1.03M
SO
Southern CO

Utilities
-527
- 5.31%
$77.0 - $90.52 $40.6K - $47.7K
9.4K $847K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-354
- 7.14%
$156.14 - $187.2 $55.3K - $66.3K
4.6K $850K
IGM
Ishares Expanded Tech Sector E

ETFs
-132
- 0.23%
$84.03 - $98.62 $11.1K - $13K
56.9K $5.46M
VB
Vanguard Small Cap ETF

ETFs
-504
- 4.52%
$214.77 - $237.72 $108K - $120K
10.6K $2.53M
HD
Home Depot, Inc.

Consumer Cyclical
-54
- 2.28%
$333.64 - $405.2 $18K - $21.9K
2.32K $938K
JNJ
Johnson & Johnson

Healthcare
-21
- 0.25%
$145.48 - $167.38 $3.06K - $3.51K
8.45K $1.37M
MCD
Mcdonalds Corp

Consumer Cyclical
-22
- 0.79%
$245.82 - $304.51 $5.41K - $6.7K
2.78K $846K
ORCL
Oracle Corp

Technology
-240
- 3.27%
$125.9 - $170.35 $30.2K - $40.9K
7.1K $1.21M
TFC
Truist Financial Corp

Financial Services
-136
- 0.26%
$38.22 - $44.94 $5.2K - $6.11K
52.5K $2.24M
IVE
Ishares S&P 500 Value ETF

ETFs
-234
- 1.21%
$181.06 - $197.17 $42.4K - $46.1K
19.1K $3.76M
D
Dominion Energy, Inc

Utilities
-695
- 2.02%
$48.01 - $58.53 $33.4K - $40.7K
33.7K $1.95M
DUK
Duke Energy Corp

Utilities
-46
- 0.25%
$99.35 - $117.71 $4.57K - $5.41K
18K $2.08M
DVY
Ishares Tr

ETFs
-1.04K
- 3.29%
$119.99 - $135.74 $124K - $140K
30.4K $4.11M
IVV
Ishares Core S&P 500 ETF

ETFs
-11
- 0.1%
$520.18 - $576.82 $5.72K - $6.35K
11.1K $6.4M
IEFA
Ishares Tr

ETFs
-44.7K
- 5.32%
$70.09 - $78.74 $3.13M - $3.52M
796K $62.1M
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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