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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
AMATApplied Matls Inc Com
Recent Activity
Exited
0%
$311,157
1,540 shares@ $202.05 avg price
XLCCommunication Services Select Sector Spdr Fund
Recent Activity
Exited
0%
$253,030
2,799 shares@ $90.41 avg price
XLUUtilities Select Sector Spdr Fund
Recent Activity
Exited
0%
$235,668
2,917 shares@ $80.8 avg price
XLFFinancial Select Sector Spdr Fund
Recent Activity
Exited
0%
$234,803
5,181 shares@ $45.33 avg price
DFSIDimensional International Sustainability Core Etf
Recent Activity
Exited
0%
$214,268
5,996 shares@ $35.74 avg price
EFAVIshares Msci Eafe Min Vol Factor Etf
Recent Activity
Exited
0%
$212,248
2,767 shares@ $76.71 avg price
IMOImperial Oil Ltd Com New
Recent Activity
Exited
0%
$211,350
3,000 shares@ $70.45 avg price
ADIAnalog Devices Inc Com
Recent Activity
Exited
0%
$206,693
898 shares@ $230.18 avg price
TMOThermo Fisher Scientific Inc Com
Recent Activity
Exited
0%
$202,891
328 shares@ $618.58 avg price
9576⤦Western Asset Gbl High Inc Fd Rt Exp 100824
Recent Activity
Exited
0%
$118
10,701 shares@ $0.02 avg price