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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
LLYEli Lilly & Co
Recent Activity
Increased 0.04%
0.27%
$2.16M
2,798 shares@ $771.93 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -0.18%
0.25%
$1.937M
17,975 shares@ $107.75 avg price
VUGVanguard Index Fds
Recent Activity
0.25%
$1.934M
4,713 shares@ $410.45 avg price
DDominion Energy Inc
Recent Activity
Decreased -0.35%
0.23%
$1.807M
33,557 shares@ $53.87 avg price
IWNIshares Tr
Recent Activity
0.22%
$1.765M
10,750 shares@ $164.18 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -3.66%
0.2%
$1.532M
15,403 shares@ $99.49 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -0.17%
0.19%
$1.48M
21,072 shares@ $70.25 avg price
IYWIshares Tr
Recent Activity
Decreased -16.53%
0.18%
$1.418M
8,892 shares@ $159.53 avg price
FXNCFirst Natl Corp
Recent Activity
0.18%
$1.395M
60,637 shares@ $23.01 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 0.13%
0.17%
$1.343M
11,432 shares@ $117.48 avg price