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

SEC FilingSEC DataHachi Filing

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
CIK: graves-light-lenhart-wealth
Manager Name: Graves-Light-Lenhart-Wealth

Data Enrichment

79% identified

148 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

187 positions • $814.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:52.0K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$814.7M)

DOMINION ENERGY, INC

D|25746U109

Shares:33.9K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$814.7M)

922908736

VUG|922908736

Shares:4.7K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$814.7M)

464287630

IWN|464287630

Shares:10.5K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$814.7M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:21.1K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$814.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:8.2K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$814.7M)

FIRST NATIONAL CORP /VA/

FXNC|32106V107

Shares:60.6K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$814.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:15.1K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$814.7M)

808524839

Shares:56.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$814.7M)

922042742

VT|922042742

Shares:11.3K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$814.7M)

464287689

IWV|464287689

Shares:4.0K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$814.7M)

Elevance Health, Inc.

ELV|036752103

Shares:2.9K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$814.7M)

464287721

Shares:8.9K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$814.7M)

25434V500

Shares:20.4K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$814.7M)

PEPSICO INC

PEP|713448108

Shares:7.5K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$814.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:23.1K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$814.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:25.0K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$814.7M)

464288414

MUB|464288414

Shares:9.7K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$814.7M)

46429B697

USMV|46429B697

Shares:10.8K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$814.7M)

ORACLE CORP

ORCL|68389X105

Shares:7.1K

Value:$991.9K

% of Portfolio:0.1% ($991.9K/$814.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	52.0K	QoQ -0.34% (-181) YoY -1.12% (-591)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$814.7M)	QoQ -5.46% (-$123.9K) YoY +4.38% (-$89.9K)
DOMINION ENERGY, INC(Dcusip25746U109)	33.9K	QoQ +0.92% (+310) YoY -10.10% (-3.8K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$814.7M)	QoQ +5.06% (+$91.5K) YoY +2.46% (-$45.7K)
(VUGcusip922908736)	4.7K	QoQ -0.40% (-19) YoY -7.15% (-362)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$814.7M)	QoQ -10.01% (-$193.7K) YoY +0.01% (-$337)
(IWNcusip464287630)	10.5K	QoQ -2.53% (-272) YoY -26.77% (-3.8K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$814.7M)	QoQ -10.36% (-$182.9K) YoY -30.38% (-$690.4K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	21.1K	QoQ +0.01% (+3) YoY -0.12% (-27)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$814.7M)	QoQ +2.21% (+$32.9K) YoY +23.70% (-$289.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	8.2K	QoQ +3.42% (+272) YoY -0.99% (-83)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$814.7M)	QoQ +18.60% (+$213.8K) YoY +3.79% (-$49.9K)
FIRST NATIONAL CORP /VA/(FXNCcusip32106V107)	60.6K	QoQ 0.00% (-0) YoY -7.61% (-5.0K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$814.7M)	QoQ -2.43% (-$34.0K) YoY +27.55% (-$294.0K)
Merck & Co., Inc.(MRKcusip58933Y105)	15.1K	QoQ -1.77% (-274) YoY -8.58% (-1.4K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$814.7M)	QoQ -11.37% (-$174.3K) YoY -37.81% (-$825.7K)
(cusip808524839)✕	56.8K	QoQ -2.15% (-1.2K) YoY +58.26% (-20.9K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$814.7M)	QoQ -0.16% (-$2.2K) YoY -20.31% (-$335.4K)
(VTcusip922042742)	11.3K	QoQ -0.81% (-93) YoY -0.55% (-63)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$814.7M)	QoQ -2.10% (-$28.2K) YoY +4.35% (-$54.9K)
(IWVcusip464287689)	4.0K	QoQ 0.00% (-0) YoY -16.24% (-776)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$814.7M)	QoQ -4.96% (-$66.4K) YoY -11.34% (-$162.6K)
Elevance Health, Inc.(ELVcusip036752103)	2.9K	QoQ -2.07% (-61) YoY +28.75% (+642)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$814.7M)	QoQ +15.48% (-$167.7K) YoY +8.00% (+$92.7K)
(cusip464287721)✕	8.9K	QoQ 0.00% (-0) YoY -22.35% (-2.6K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$814.7M)	QoQ -11.96% (-$169.7K) YoY -19.26% (-$297.9K)
(cusip25434V500)✕	20.4K	QoQ +0.56% (-114) YoY -21.18% (-5.5K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$814.7M)	QoQ -7.67% (-$101.1K) YoY -24.45% (-$394.1K)
PEPSICO INC(PEPcusip713448108)	7.5K	QoQ -1.96% (-151) YoY -7.78% (-635)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$814.7M)	QoQ -3.33% (-$38.9K) YoY -20.99% (-$299.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	23.1K	QoQ -3.48% (-836) YoY -4.55% (-1.1K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$814.7M)	QoQ +9.47% (-$90.9K) YoY +3.17% (-$32.3K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	25.0K	QoQ +0.32% (-81) YoY -0.33% (-85)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$814.7M)	QoQ -4.74% (-$51.9K) YoY +9.67% (-$92.0K)
(MUBcusip464288414)	9.7K	QoQ -6.35% (-660) YoY -11.91% (-1.3K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$814.7M)	QoQ -7.32% (-$81.1K) YoY -13.68% (-$162.6K)
(USMVcusip46429B697)	10.8K	QoQ -0.84% (-92) YoY -1.20% (-132)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$814.7M)	QoQ +4.59% (-$44.5K) YoY +10.70% (-$98.0K)
ORACLE CORP(ORCLcusip68389X105)	7.1K	QoQ +1.21% (-85) YoY -4.03% (-298)	All Managers (Combined)	$991.9K	0.1% ($991.9K/$814.7M)	QoQ -15.08% (-$176.2K) YoY +6.81% (-$63.3K)