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Jeffrey G. Lenhart

@Graves Light Lenhart Wealth, Inc.

Latest period2024 - Q4ReportedManaged Assets$804.362MTotal holdings185
Assets growth rate-1.08%Assets growth rate (2-Q avg)-4.03%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Graves Light Lenhart Wealth, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 185 positions.

Assets under management

The assets under management (AUM) of Graves Light Lenhart Wealth, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 804.362M in assets, with a quarterly growth rate of -1.08% and a 2-quarter average growth rate of -4.03%. The portfolio is managed by Jeffrey G. Lenhart, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.13%
4.58%
$36.765M
81,108 shares@ $453.28 avg price
AAPLApple Inc
Recent Activity
Decreased -0.8%
3.76%
$30.206M
120,620 shares@ $250.42 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -0.77%
3.16%
$25.416M
192,403 shares@ $132.1 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.85%
2.92%
$23.456M
119,778 shares@ $195.84 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -0.9%
2.48%
$19.905M
144,690 shares@ $137.57 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.9%
1.89%
$15.166M
80,115 shares@ $189.3 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.33%
1.39%
$11.157M
50,854 shares@ $219.39 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Decreased -0.44%
1.37%
$10.955M
29,926 shares@ $366.06 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.72%
1.22%
$9.812M
40,934 shares@ $239.71 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -0.16%
1.17%
$9.38M
130,446 shares@ $71.92 avg price