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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EMERSON ELECTRIC CO

EMR|291011104

Shares:8.9K

Value:$979.6K

% of Portfolio:0.1% ($979.6K/$814.7M)

EOG RESOURCES INC

EOG|26875P101

Shares:7.5K

Value:$956.3K

% of Portfolio:0.1% ($956.3K/$814.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.7K

Value:$900.9K

% of Portfolio:0.1% ($900.9K/$814.7M)

922908363

VOO|922908363

Shares:1.7K

Value:$872.4K

% of Portfolio:0.1% ($872.4K/$814.7M)

MCDONALDS CORP

MCD|580135101

Shares:2.8K

Value:$868.4K

% of Portfolio:0.1% ($868.4K/$814.7M)

SOUTHERN CO

SO|842587107

Shares:9.4K

Value:$865.4K

% of Portfolio:0.1% ($865.4K/$814.7M)

25434V203

Shares:27.5K

Value:$859.0K

% of Portfolio:0.1% ($859.0K/$814.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.3K

Value:$821.7K

% of Portfolio:0.1% ($821.7K/$814.7M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:4.6K

Value:$806.2K

% of Portfolio:0.1% ($806.2K/$814.7M)

HOME DEPOT, INC.

HD|437076102

Shares:2.2K

Value:$792.9K

% of Portfolio:0.1% ($792.9K/$814.7M)

74349Y753

Shares:17.2K

Value:$764.7K

% of Portfolio:0.1% ($764.7K/$814.7M)

922908611

VBR|922908611

Shares:4.1K

Value:$762.7K

% of Portfolio:0.1% ($762.7K/$814.7M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.8K

Value:$740.2K

% of Portfolio:0.1% ($740.2K/$814.7M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:6.8K

Value:$739.8K

% of Portfolio:0.1% ($739.8K/$814.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.5K

Value:$723.5K

% of Portfolio:0.1% ($723.5K/$814.7M)

COCA COLA CO

KO|191216100

Shares:9.6K

Value:$691.0K

% of Portfolio:0.1% ($691.0K/$814.7M)

92204A504

VHT|92204A504

Shares:2.4K

Value:$628.5K

% of Portfolio:0.1% ($628.5K/$814.7M)

MCKESSON CORP

MCK|58155Q103

Shares:931

Value:$626.6K

% of Portfolio:0.1% ($626.6K/$814.7M)

AT&T INC.

T|00206R102

Shares:21.7K

Value:$613.9K

% of Portfolio:0.1% ($613.9K/$814.7M)

CSX CORP

CSX|126408103

Shares:20.5K

Value:$604.7K

% of Portfolio:0.1% ($604.7K/$814.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EMERSON ELECTRIC CO(EMRcusip291011104)	8.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$979.6K	0.1% ($979.6K/$814.7M)	QoQ -11.53% (-$127.7K) YoY -3.33% (-$33.8K)
EOG RESOURCES INC(EOGcusip26875P101)	7.5K	QoQ -0.87% (-66) YoY -36.90% (-4.4K)	All Managers (Combined)	$956.3K	0.1% ($956.3K/$814.7M)	QoQ +3.70% (-$34.1K) YoY -36.70% (-$554.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.7K	QoQ +2.87% (+48) YoY +3.36% (+56)	All Managers (Combined)	$900.9K	0.1% ($900.9K/$814.7M)	QoQ +6.50% (+$55.1K) YoY +9.43% (+$77.7K)
(VOOcusip922908363)	1.7K	QoQ -12.88% (-251) YoY -11.98% (-231)	All Managers (Combined)	$872.4K	0.1% ($872.4K/$814.7M)	QoQ -16.89% (-$177.3K) YoY -5.88% (-$54.6K)
MCDONALDS CORP(MCDcusip580135101)	2.8K	QoQ +2.65% (+72) YoY 0.00% (+0)	All Managers (Combined)	$868.4K	0.1% ($868.4K/$814.7M)	QoQ +10.61% (+$83.4K) YoY +10.78% (+$84.6K)
SOUTHERN CO(SOcusip842587107)	9.4K	QoQ +0.10% (+10) YoY -5.20% (-517)	All Managers (Combined)	$865.4K	0.1% ($865.4K/$814.7M)	QoQ +11.81% (+$91.4K) YoY +21.49% (-$153.1K)
(cusip25434V203)✕	27.5K	QoQ +12.52% (+3.1K) YoY +144.68% (+16.3K)	All Managers (Combined)	$859.0K	0.1% ($859.0K/$814.7M)	QoQ +20.34% (+$145.2K) YoY +152.85% (+$519.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.3K	QoQ +0.12% (+4) YoY +0.24% (+8)	All Managers (Combined)	$821.7K	0.1% ($821.7K/$814.7M)	QoQ +13.28% (+$96.3K) YoY +30.53% (+$192.2K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	4.6K	QoQ -0.32% (-15) YoY -10.89% (-561)	All Managers (Combined)	$806.2K	0.1% ($806.2K/$814.7M)	QoQ -9.15% (-$81.2K) YoY -3.08% (-$25.7K)
HOME DEPOT, INC.(HDcusip437076102)	2.2K	QoQ -6.56% (-152) YoY -8.34% (-197)	All Managers (Combined)	$792.9K	0.1% ($792.9K/$814.7M)	QoQ -11.96% (-$107.8K) YoY -12.43% (-$112.6K)
(cusip74349Y753)✕	17.2K	QoQ NEW(+17.2K) YoY NEW(+17.2K)	All Managers (Combined)	$764.7K	0.1% ($764.7K/$814.7M)	QoQ NEW(+$764.7K) YoY NEW(+$764.7K)
(VBRcusip922908611)	4.1K	QoQ 0.00% (-0) YoY +9.55% (+357)	All Managers (Combined)	$762.7K	0.1% ($762.7K/$814.7M)	QoQ -5.99% (-$48.7K) YoY +6.36% (+$45.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.8K	QoQ +2.53% (-68) YoY -1.14% (-32)	All Managers (Combined)	$740.2K	0.1% ($740.2K/$814.7M)	QoQ -7.04% (-$56.1K) YoY +16.80% (-$106.5K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	6.8K	QoQ -0.25% (-17) YoY +0.01% (+1)	All Managers (Combined)	$739.8K	0.1% ($739.8K/$814.7M)	QoQ +18.17% (-$113.8K) YoY +26.92% (+$157.0K)
AbbVie Inc.(ABBVcusip00287Y109)	3.5K	QoQ -8.93% (-339) YoY -7.84% (-294)	All Managers (Combined)	$723.5K	0.1% ($723.5K/$814.7M)	QoQ +7.36% (-$49.6K) YoY +6.02% (-$41.1K)
COCA COLA CO(KOcusip191216100)	9.6K	QoQ +2.94% (+276) YoY +0.80% (+77)	All Managers (Combined)	$691.0K	0.1% ($691.0K/$814.7M)	QoQ +18.42% (+$107.5K) YoY +18.01% (+$105.5K)
(VHTcusip92204A504)	2.4K	QoQ 0.00% (+0) YoY -1.04% (-25)	All Managers (Combined)	$628.5K	0.1% ($628.5K/$814.7M)	QoQ +4.35% (+$26.2K) YoY -3.16% (-$20.5K)
MCKESSON CORP(MCKcusip58155Q103)	931	QoQ +0.10% (+1) YoY +0.10% (+1)	All Managers (Combined)	$626.6K	0.1% ($626.6K/$814.7M)	QoQ +18.21% (+$96.5K) YoY +25.49% (+$127.3K)
AT&T INC.(Tcusip00206R102)	21.7K	QoQ -0.01% (-3) YoY +8.20% (+1.6K)	All Managers (Combined)	$613.9K	0.1% ($613.9K/$814.7M)	QoQ +24.18% (-$119.5K) YoY +73.86% (+$260.8K)
CSX CORP(CSXcusip126408103)	20.5K	QoQ -1.17% (-245) YoY -1.17% (-244)	All Managers (Combined)	$604.7K	0.1% ($604.7K/$814.7M)	QoQ -9.87% (-$66.3K) YoY -21.54% (-$166.1K)