Graves Light Lenhart Wealth, Inc. Portfolio Holdings

Graves Light Lenhart Wealth, Inc.

  • $801 Million
  • Q4 2024

Graves Light Lenhart Wealth, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $801 Million distributed in 185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $96.5M, Ishares Tr with a value of $57.3M, Berkshire Hathaway Inc Class B with a value of $36.8M, Ishares Core S&P Sm Cap ETF with a value of $32.1M, and Apple Inc. with a value of $30.2M.

Examining the 13F form we can see an decrease of $8.78M in the current position value, from $810M to 801M.

Graves Light Lenhart Wealth, Inc. is based out at Harrisonburg, VA

Below you can find more details about Graves Light Lenhart Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $801 Million
ETFs: $599 Million
Financial Services: $62.5 Million
Technology: $40 Million
Communication Services: $26.4 Million
Consumer Cyclical: $16.9 Million
Consumer Defensive: $14.9 Million
Energy: $11.5 Million
Healthcare: $9.71 Million
Other: $20.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 185
  • Current Value $801 Million
  • Prior Value $810 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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