Graves Light Lenhart Wealth, Inc. Portfolio Holdings

Graves Light Lenhart Wealth, Inc.

  • $875 Million
  • Q2 2024

Graves Light Lenhart Wealth, Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $875 Million distributed in 182 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 $100M, Ishares Tr with a value of $61.1M, Berkshire Hathaway Inc Class B with a value of $37.6M, Ishares Core S&P Sm Cap ETF with a value of $34.4M, and Apple Inc. with a value of $33.7M.

Examining the 13F form we can see an increase of $13.4M in the current position value, from $862M to 875M.

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 $875 Million
ETFs: $652 Million
Financial Services: $66.8 Million
Technology: $45.6 Million
Communication Services: $30.9 Million
Consumer Cyclical: $16.5 Million
Energy: $14.8 Million
Consumer Defensive: $14.6 Million
Basic Materials: $11.8 Million
Other: $21.7 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$707M
$614,000 0.07% of portfolio
37,611
Q2 2019 Added 79.48%

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $875 Million
  • Prior Value $862 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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