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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
MCDMcdonalds Corp
Recent Activity
Decreased -2.58%
0.1%
$785,007
2,708 shares@ $289.89 avg price
SOSouthern Co
Recent Activity
0.1%
$774,012
9,402 shares@ $82.33 avg price
NVDANvidia Corporation
Recent Activity
Decreased -5.16%
0.1%
$752,695
5,605 shares@ $134.29 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.04%
0.1%
$725,345
3,300 shares@ $219.81 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 117.46%
0.09%
$713,819
24,446 shares@ $29.2 avg price
VGTVanguard World Fd
Recent Activity
Increased 0.09%
0.09%
$706,686
1,137 shares@ $621.54 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.55%
0.09%
$705,257
3,042 shares@ $231.84 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -5.1%
0.09%
$673,838
3,792 shares@ $177.7 avg price
CSXCsx Corp
Recent Activity
Increased 0.08%
0.09%
$670,998
20,793 shares@ $32.28 avg price
KBESpdr Ser Tr
Recent Activity
0.08%
$632,705
11,406 shares@ $55.48 avg price