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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
VTIVanguard Index Fds
Recent Activity
Decreased -1.66%
1.02%
$8.196M
28,282 shares@ $289.81 avg price
SYYSysco Corp
Recent Activity
Decreased -3.28%
0.92%
$7.376M
96,463 shares@ $76.47 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -4.36%
0.87%
$6.993M
76,483 shares@ $91.43 avg price
HYSPimco Etf Tr
Recent Activity
Decreased -10.78%
0.84%
$6.742M
71,970 shares@ $93.69 avg price
IVVIshares Tr
Recent Activity
Decreased -0.21%
0.82%
$6.518M
11,073 shares@ $588.69 avg price
IGMIshares Tr
Recent Activity
Decreased -0.45%
0.72%
$5.782M
56,634 shares@ $102.09 avg price
DLNWisdomtree Tr
Recent Activity
Decreased -2.98%
0.68%
$5.433M
69,843 shares@ $77.8 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.46%
0.67%
$5.341M
28,044 shares@ $190.44 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.48%
0.62%
$4.938M
11,715 shares@ $421.5 avg price
IVWIshares Tr
Recent Activity
Decreased -3.75%
0.59%
$4.709M
46,377 shares@ $101.54 avg price