Graves-Light-Lenhart-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ "TROW", "IMO", null, "ACN", "MMM", "ABT", "ABBV", "APD", "RVT", "ALL", "GOOGL", "VDE", "AXP", "T", "CAT", "AVGO", "LOW", "AUB", "CMI", null, null, "USA", null, "DUK", "D", null, "EOG", "FXNC", "KIO", "BGB", "HON", "HD", null, "MCD", "INTU", null, null, "UNP", "ITW", "EMR", "MUB", "IVW", "IJH", "SHEN", null, null, "PIM", "PWR", "MSFT", "MS", "GAB", "GE", "EHI", "EMN", "DLN", "AMP", "IJR", "ORCL", "VHT", "IWF", null, "PEP", "PNC", null, "IVV", null, null, "UNH", "AAPL", "SPY", "NVDA", "GS", "ENB", "INTC", "PFE", "PG", "MRK", "VZ", null, "AMGN", "PKG", "IEFA", null, null, "SLB", "SHEL", "GLD", null, "IBM", "TFC", "VO", "MET", "VV", "SCHW", null, "ACWV", null, "IWV", null, "VIG", null, "IWN", null, null, "VYM", "DD", "UBSI", "SDY", "WM", "AEP", null, "AMZN", "MSI", "SCHB", "CHY", "IVE", null, null, null, "VEU", "VGT", "USB", "VUG", "VFH", "VEA", "VOOV", null, "VXUS", "VOOG", "VTEB", "BND", "VBR", "BSV", "VT", "VB", "VOO", null, "WFC", null, null, null, "SCHD", "DVY", "NSC", "SO", "SCI", null, "SYY", "DIA", "GEV", "MCK", null, "ESGU", "UDR", null, "ADP", "BAC", "BRK-A", "BRK-B", "BA", "MQY", "BMY", "CVX", "CSCO", "KO", "COST", "CSX", "DHR", "DE", null, null, null, "DFAX", "DFAC", "EFA", "USMV", "IWB", "QQQ", "DIS", "ELV", "GOOG", "XOM", "JNJ", "LLY", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-09
- Total Holdings
- 187
- Total Value
- 814700649
- Accession Number
- 0001085146-25-001967
- Form Type
- 13F-HR
- Manager Name
- Graves-Light-Lenhart-Wealth
Data Enrichment
79% identified148 identified39 unidentified
Holdings
187 positions • $814.7M total value
Manager:
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Page 10 of 10
Shares:13.7K
Value:$168.7K
% of Portfolio:0.0% ($168.7K/$814.7M)
Shares:10.3K
Value:$146.0K
% of Portfolio:0.0% ($146.0K/$814.7M)
Shares:10.4K
Value:$121.7K
% of Portfolio:0.0% ($121.7K/$814.7M)
Shares:10.0K
Value:$120.8K
% of Portfolio:0.0% ($120.8K/$814.7M)
Shares:15.0K
Value:$98.3K
% of Portfolio:0.0% ($98.3K/$814.7M)
Shares:10.7K
Value:$70.7K
% of Portfolio:0.0% ($70.7K/$814.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
13.7K | All Managers (Combined) | $168.7K | 0.0% ($168.7K/$814.7M) | |||
10.3K | All Managers (Combined) | $146.0K | 0.0% ($146.0K/$814.7M) | |||
10.4K | All Managers (Combined) | $121.7K | 0.0% ($121.7K/$814.7M) | |||
10.0K | All Managers (Combined) | $120.8K | 0.0% ($120.8K/$814.7M) | |||
15.0K | All Managers (Combined) | $98.3K | 0.0% ($98.3K/$814.7M) | |||
10.7K | All Managers (Combined) | $70.7K | 0.0% ($70.7K/$814.7M) | |||
14.3K | All Managers (Combined) | $47.5K | 0.0% ($47.5K/$814.7M) |