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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
PGProcter And Gamble Co
Recent Activity
Decreased -1.13%
0.36%
$2.829M
16,872 shares@ $167.66 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.13%
0.35%
$2.773M
3,026 shares@ $916.4 avg price
EFAIshares Tr
Recent Activity
Decreased -0.91%
0.35%
$2.756M
36,447 shares@ $75.62 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Increased 2.32%
0.34%
$2.729M
53,809 shares@ $50.72 avg price
VBVanguard Index Fds
Recent Activity
0.32%
$2.559M
10,648 shares@ $240.28 avg price
ACWXIshares Tr
Recent Activity
Decreased -2.49%
0.32%
$2.497M
47,879 shares@ $52.16 avg price
IVEIshares Tr
Recent Activity
Decreased -36.9%
0.29%
$2.299M
12,044 shares@ $190.88 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -0.48%
0.29%
$2.265M
52,220 shares@ $43.38 avg price
VOVanguard Index Fds
Recent Activity
0.28%
$2.238M
8,473 shares@ $264.13 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 0.02%
0.28%
$2.235M
5,253 shares@ $425.51 avg price