test

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
DDDupont De Nemours Inc
Recent Activity
Decreased -1.39%
0.57%
$4.572M
59,967 shares@ $76.25 avg price
IJSIshares Tr
Recent Activity
Increased 1.68%
0.55%
$4.415M
40,649 shares@ $108.62 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -2.77%
0.55%
$4.393M
15,145 shares@ $290.04 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 0.06%
0.51%
$4.028M
70,156 shares@ $57.41 avg price
DVYIshares Tr
Recent Activity
Increased 0.74%
0.51%
$4.024M
30,650 shares@ $131.3 avg price
DISDisney Walt Co
Recent Activity
Decreased -5.36%
0.49%
$3.926M
35,257 shares@ $111.35 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 4.7%
0.49%
$3.924M
83,706 shares@ $46.89 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.34%
0.48%
$3.809M
6,498 shares@ $586.12 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.92%
0.42%
$3.353M
31,171 shares@ $107.58 avg price
PKGPackaging Corp Amer
Recent Activity
0.37%
$2.922M
12,978 shares@ $225.13 avg price