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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CATERPILLAR INC

CAT|149123101

Shares:1.2K

Value:$406.2K

% of Portfolio:0.0% ($406.2K/$814.7M)

Motorola Solutions, Inc.

MSI|620076307

Shares:926

Value:$405.4K

% of Portfolio:0.0% ($405.4K/$814.7M)

46137V142

Shares:6.2K

Value:$399.8K

% of Portfolio:0.0% ($399.8K/$814.7M)

464287101

Shares:1.4K

Value:$390.8K

% of Portfolio:0.0% ($390.8K/$814.7M)

AMGEN INC

AMGN|031162100

Shares:1.2K

Value:$376.0K

% of Portfolio:0.0% ($376.0K/$814.7M)

97717W406

Shares:3.4K

Value:$374.1K

% of Portfolio:0.0% ($374.1K/$814.7M)

46435G425

ESGU|46435G425

Shares:3.0K

Value:$368.2K

% of Portfolio:0.0% ($368.2K/$814.7M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.6K

Value:$367.1K

% of Portfolio:0.0% ($367.1K/$814.7M)

464287812

Shares:4.9K

Value:$347.2K

% of Portfolio:0.0% ($347.2K/$814.7M)

464287762

Shares:5.7K

Value:$346.5K

% of Portfolio:0.0% ($346.5K/$814.7M)

METLIFE INC

MET|59156R108

Shares:4.2K

Value:$338.7K

% of Portfolio:0.0% ($338.7K/$814.7M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:5.5K

Value:$336.7K

% of Portfolio:0.0% ($336.7K/$814.7M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.3K

Value:$330.7K

% of Portfolio:0.0% ($330.7K/$814.7M)

92204A876

Shares:1.9K

Value:$326.6K

% of Portfolio:0.0% ($326.6K/$814.7M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.4K

Value:$321.9K

% of Portfolio:0.0% ($321.9K/$814.7M)

74348A467

Shares:3.1K

Value:$311.8K

% of Portfolio:0.0% ($311.8K/$814.7M)

25434V880

DFAX|25434V880

Shares:11.9K

Value:$311.0K

% of Portfolio:0.0% ($311.0K/$814.7M)

808524862

Shares:12.7K

Value:$310.0K

% of Portfolio:0.0% ($310.0K/$814.7M)

EASTMAN CHEMICAL CO

EMN|277432100

Shares:3.4K

Value:$303.4K

% of Portfolio:0.0% ($303.4K/$814.7M)

921909768

VXUS|921909768

Shares:4.9K

Value:$302.9K

% of Portfolio:0.0% ($302.9K/$814.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CATERPILLAR INC(CATcusip149123101)	1.2K	QoQ +0.16% (-2) YoY -1.12% (-14)	All Managers (Combined)	$406.2K	0.0% ($406.2K/$814.7M)	QoQ -8.94% (-$39.9K) YoY -11.03% (-$50.4K)
Motorola Solutions, Inc.(MSIcusip620076307)	926	QoQ -11.72% (-123) YoY -17.32% (-194)	All Managers (Combined)	$405.4K	0.0% ($405.4K/$814.7M)	QoQ -16.38% (-$79.5K) YoY +1.97% (-$7.8K)
(cusip46137V142)✕	6.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$399.8K	0.0% ($399.8K/$814.7M)	QoQ -1.93% (-$7.9K) YoY -3.07% (-$12.7K)
(cusip464287101)✕	1.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$390.8K	0.0% ($390.8K/$814.7M)	QoQ -6.23% (-$26.0K) YoY +9.46% (+$33.8K)
AMGEN INC(AMGNcusip031162100)	1.2K	QoQ +0.16% (+2) YoY +0.16% (+2)	All Managers (Combined)	$376.0K	0.0% ($376.0K/$814.7M)	QoQ +19.73% (+$62.0K) YoY +9.75% (+$33.4K)
(cusip97717W406)✕	3.4K	QoQ 0.00% (+0) YoY -9.77% (-369)	All Managers (Combined)	$374.1K	0.0% ($374.1K/$814.7M)	QoQ +3.07% (+$11.2K) YoY -2.66% (-$10.2K)
(ESGUcusip46435G425)	3.0K	QoQ -13.56% (-474) YoY -13.56% (-474)	All Managers (Combined)	$368.2K	0.0% ($368.2K/$814.7M)	QoQ -18.20% (-$81.9K) YoY -8.34% (-$33.5K)
UNION PACIFIC CORP(UNPcusip907818108)	1.6K	QoQ +4.15% (+62) YoY -2.32% (-37)	All Managers (Combined)	$367.1K	0.0% ($367.1K/$814.7M)	QoQ +7.90% (+$26.9K) YoY -6.17% (-$24.2K)
(cusip464287812)✕	4.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$347.2K	0.0% ($347.2K/$814.7M)	QoQ +9.11% (+$29.0K) YoY +5.82% (+$19.1K)
(cusip464287762)✕	5.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$346.5K	0.0% ($346.5K/$814.7M)	QoQ +4.49% (+$14.9K) YoY -1.63% (-$5.7K)
METLIFE INC(METcusip59156R108)	4.2K	QoQ +0.11% (-5) YoY +0.11% (+5)	All Managers (Combined)	$338.7K	0.0% ($338.7K/$814.7M)	QoQ -1.82% (-$6.3K) YoY +8.46% (+$26.4K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	5.5K	QoQ +0.09% (+5) YoY -22.34% (-1.6K)	All Managers (Combined)	$336.7K	0.0% ($336.7K/$814.7M)	QoQ +7.93% (+$24.7K) YoY -12.66% (-$48.8K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.3K	QoQ +0.22% (-3) YoY +0.22% (-3)	All Managers (Combined)	$330.7K	0.0% ($330.7K/$814.7M)	QoQ -1.96% (-$6.6K) YoY -7.36% (-$26.3K)
(cusip92204A876)✕	1.9K	QoQ -9.46% (-200) YoY -10.61% (-227)	All Managers (Combined)	$326.6K	0.0% ($326.6K/$814.7M)	QoQ -5.38% (-$18.6K) YoY +7.09% (-$21.6K)
LOWES COMPANIES INC(LOWcusip548661107)	1.4K	QoQ -61.69% (-2.2K) YoY -2.05% (-29)	All Managers (Combined)	$321.9K	0.0% ($321.9K/$814.7M)	QoQ -63.79% (-$567.2K) YoY -10.31% (-$37.0K)
(cusip74348A467)✕	3.1K	QoQ 0.00% (+0) YoY -6.15% (-200)	All Managers (Combined)	$311.8K	0.0% ($311.8K/$814.7M)	QoQ +2.64% (+$8.0K) YoY -5.43% (-$17.9K)
(DFAXcusip25434V880)	11.9K	QoQ NEW(+11.9K) YoY NEW(+11.9K)	All Managers (Combined)	$311.0K	0.0% ($311.0K/$814.7M)	QoQ NEW(+$311.0K) YoY NEW(+$311.0K)
(cusip808524862)✕	12.7K	QoQ -0.63% (-82) YoY +110.99% (+6.7K)	All Managers (Combined)	$310.0K	0.0% ($310.0K/$814.7M)	QoQ +0.51% (-$1.6K) YoY +6.52% (+$19.0K)
EASTMAN CHEMICAL CO(EMNcusip277432100)	3.4K	QoQ +0.14% (-5) YoY +0.14% (-5)	All Managers (Combined)	$303.4K	0.0% ($303.4K/$814.7M)	QoQ -3.37% (-$10.6K) YoY -11.95% (-$41.2K)
(VXUScusip921909768)	4.9K	QoQ -53.71% (-5.7K) YoY 0.00% (+0)	All Managers (Combined)	$302.9K	0.0% ($302.9K/$814.7M)	QoQ -51.22% (-$318.1K) YoY +2.98% (+$8.8K)