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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78464A797

Shares:11.4K

Value:$604.1K

% of Portfolio:0.1% ($604.1K/$814.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:4.5K

Value:$593.5K

% of Portfolio:0.1% ($593.5K/$814.7M)

92204A702

VGT|92204A702

Shares:1.1K

Value:$589.4K

% of Portfolio:0.1% ($589.4K/$814.7M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.9K

Value:$582.0K

% of Portfolio:0.1% ($582.0K/$814.7M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:13.9K

Value:$581.6K

% of Portfolio:0.1% ($581.6K/$814.7M)

46138E354

Shares:7.6K

Value:$566.2K

% of Portfolio:0.1% ($566.2K/$814.7M)

25434V815

Shares:19.5K

Value:$547.9K

% of Portfolio:0.1% ($547.9K/$814.7M)

NVIDIA CORP

NVDA|67066G104

Shares:5.0K

Value:$547.2K

% of Portfolio:0.1% ($547.2K/$814.7M)

Broadcom Inc.

AVGO|11135F101

Shares:3.3K

Value:$546.8K

% of Portfolio:0.1% ($546.8K/$814.7M)

3M CO

MMM|88579Y101

Shares:3.6K

Value:$530.2K

% of Portfolio:0.1% ($530.2K/$814.7M)

ALLSTATE CORP

ALL|020002101

Shares:2.4K

Value:$506.3K

% of Portfolio:0.1% ($506.3K/$814.7M)

464287556

Shares:3.9K

Value:$504.2K

% of Portfolio:0.1% ($504.2K/$814.7M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.7K

Value:$501.8K

% of Portfolio:0.1% ($501.8K/$814.7M)

92204A306

VDE|92204A306

Shares:3.9K

Value:$501.5K

% of Portfolio:0.1% ($501.5K/$814.7M)

ENBRIDGE INC

ENB|29250N105

Shares:10.6K

Value:$469.6K

% of Portfolio:0.1% ($469.6K/$814.7M)

SHENANDOAH TELECOMMUNICATIONS CO/VA/

SHEN|82312B106

Shares:37.3K

Value:$468.7K

% of Portfolio:0.1% ($468.7K/$814.7M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.5K

Value:$444.2K

% of Portfolio:0.1% ($444.2K/$814.7M)

Atlantic Union Bankshares Corp

AUB|04911A107

Shares:14.0K

Value:$437.5K

% of Portfolio:0.1% ($437.5K/$814.7M)

922908637

VV|922908637

Shares:1.7K

Value:$433.9K

% of Portfolio:0.1% ($433.9K/$814.7M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.7K

Value:$406.7K

% of Portfolio:0.0% ($406.7K/$814.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A797)✕	11.4K	QoQ 0.00% (-0) YoY -9.89% (-1.3K)	All Managers (Combined)	$604.1K	0.1% ($604.1K/$814.7M)	QoQ -4.52% (-$28.6K) YoY +1.32% (-$7.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	4.5K	QoQ -3.01% (-139) YoY +1.38% (+61)	All Managers (Combined)	$593.5K	0.1% ($593.5K/$814.7M)	QoQ +13.74% (-$71.7K) YoY +18.32% (+$91.9K)
(VGTcusip92204A702)	1.1K	QoQ -4.39% (-50) YoY -9.34% (-112)	All Managers (Combined)	$589.4K	0.1% ($589.4K/$814.7M)	QoQ -16.60% (-$117.3K) YoY -6.27% (-$39.4K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.9K	QoQ +0.10% (+3) YoY +0.76% (+22)	All Managers (Combined)	$582.0K	0.1% ($582.0K/$814.7M)	QoQ +20.12% (+$97.5K) YoY +14.89% (+$75.5K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	13.9K	QoQ -6.73% (-1.0K) YoY -45.98% (-11.8K)	All Managers (Combined)	$581.6K	0.1% ($581.6K/$814.7M)	QoQ +1.68% (-$9.6K) YoY -58.80% (-$830.2K)
(cusip46138E354)✕	7.6K	QoQ +8.38% (+586) YoY +7.18% (+508)	All Managers (Combined)	$566.2K	0.1% ($566.2K/$814.7M)	QoQ +15.68% (+$76.8K) YoY +21.58% (+$100.5K)
(cusip25434V815)✕	19.5K	QoQ +0.18% (-35) YoY +0.93% (-180)	All Managers (Combined)	$547.9K	0.1% ($547.9K/$814.7M)	QoQ -8.37% (-$50.1K) YoY -5.60% (-$32.5K)
NVIDIA CORP(NVDAcusip67066G104)	5.0K	QoQ -9.91% (-556) YoY +793.62% (+4.5K)	All Managers (Combined)	$547.2K	0.1% ($547.2K/$814.7M)	QoQ -27.29% (-$205.5K) YoY +7.18% (+$36.7K)
Broadcom Inc.(AVGOcusip11135F101)	3.3K	QoQ +7.36% (-224) YoY +953.54% (+3.0K)	All Managers (Combined)	$546.8K	0.1% ($546.8K/$814.7M)	QoQ -22.46% (-$158.4K) YoY +33.08% (+$135.9K)
3M CO(MMMcusip88579Y101)	3.6K	QoQ +0.13% (+5) YoY +0.13% (+5)	All Managers (Combined)	$530.2K	0.1% ($530.2K/$814.7M)	QoQ +13.92% (+$64.8K) YoY +38.66% (+$147.8K)
ALLSTATE CORP(ALLcusip020002101)	2.4K	QoQ +0.12% (+3) YoY +0.20% (+5)	All Managers (Combined)	$506.3K	0.1% ($506.3K/$814.7M)	QoQ +7.55% (+$35.6K) YoY +19.91% (+$84.1K)
(cusip464287556)✕	3.9K	QoQ 0.00% (-0) YoY -74.08% (-11.3K)	All Managers (Combined)	$504.2K	0.1% ($504.2K/$814.7M)	QoQ -3.25% (-$17.0K) YoY -75.84% (-$1.6M)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.7K	QoQ -88.76% (-13.4K) YoY -92.29% (-20.4K)	All Managers (Combined)	$501.8K	0.1% ($501.8K/$814.7M)	QoQ -88.57% (-$3.9M) YoY -90.61% (-$4.8M)
(VDEcusip92204A306)	3.9K	QoQ -3.90% (-157) YoY -3.90% (-157)	All Managers (Combined)	$501.5K	0.1% ($501.5K/$814.7M)	QoQ +2.75% (-$13.4K) YoY -5.35% (-$28.4K)
ENBRIDGE INC(ENBcusip29250N105)	10.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$469.6K	0.1% ($469.6K/$814.7M)	QoQ +4.43% (+$19.9K) YoY +22.47% (+$86.2K)
SHENANDOAH TELECOMMUNICATIONS CO/VA/(SHENcusip82312B106)	37.3K	QoQ 0.00% (-0) YoY -0.85% (-322)	All Managers (Combined)	$468.7K	0.1% ($468.7K/$814.7M)	QoQ -0.31% (-$1.5K) YoY -28.25% (-$184.6K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.5K	QoQ +4.15% (+58) YoY -0.54% (-8)	All Managers (Combined)	$444.2K	0.1% ($444.2K/$814.7M)	QoQ +8.70% (+$35.6K) YoY +21.66% (-$79.1K)
Atlantic Union Bankshares Corp(AUBcusip04911A107)	14.0K	QoQ 0.00% (-0) YoY +9.95% (-1.3K)	All Managers (Combined)	$437.5K	0.1% ($437.5K/$814.7M)	QoQ -17.79% (-$94.7K) YoY -3.02% (-$13.7K)
(VVcusip922908637)	1.7K	QoQ 0.00% (-0) YoY -19.46% (-408)	All Managers (Combined)	$433.9K	0.1% ($433.9K/$814.7M)	QoQ -4.69% (-$21.4K) YoY -13.66% (-$68.7K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.7K	QoQ -1.66% (-29) YoY -1.66% (-29)	All Managers (Combined)	$406.7K	0.0% ($406.7K/$814.7M)	QoQ -0.76% (-$3.1K) YoY -8.61% (-$38.3K)