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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
VOOVanguard Index Fds
Recent Activity
Increased 0.99%
0.14%
$1.05M
1,948 shares@ $538.86 avg price
USMVIshares Tr
Recent Activity
0.13%
$968,610
10,909 shares@ $88.79 avg price
VZVerizon Communications Inc
Recent Activity
Increased 4.32%
0.12%
$958,841
23,977 shares@ $40.0 avg price
EOGEog Res Inc
Recent Activity
0.12%
$922,211
7,523 shares@ $122.59 avg price
HDHome Depot Inc
Recent Activity
0.12%
$900,675
2,315 shares@ $389.07 avg price
LOWLowes Cos Inc
Recent Activity
Increased 155.17%
0.12%
$889,122
3,603 shares@ $246.78 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
0.12%
$887,391
4,601 shares@ $192.87 avg price
UNHUnitedhealth Group Inc
Recent Activity
0.11%
$845,798
1,672 shares@ $505.87 avg price
VBRVanguard Index Fds
Recent Activity
Increased 5.55%
0.11%
$811,349
4,094 shares@ $198.19 avg price
AXPAmerican Express Co
Recent Activity
Decreased -3.59%
0.1%
$796,288
2,683 shares@ $296.8 avg price