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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464287614

IWF|464287614

Shares:838

Value:$302.6K

% of Portfolio:0.0% ($302.6K/$814.7M)

808524102

SCHB|808524102

Shares:14.0K

Value:$300.8K

% of Portfolio:0.0% ($300.8K/$814.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.8K

Value:$295.5K

% of Portfolio:0.0% ($295.5K/$814.7M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:606

Value:$293.4K

% of Portfolio:0.0% ($293.4K/$814.7M)

PFIZER INC

PFE|717081103

Shares:11.6K

Value:$293.3K

% of Portfolio:0.0% ($293.3K/$814.7M)

81369Y407

Shares:1.5K

Value:$291.2K

% of Portfolio:0.0% ($291.2K/$814.7M)

81369Y803

XLK|81369Y803

Shares:1.4K

Value:$280.6K

% of Portfolio:0.0% ($280.6K/$814.7M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:512

Value:$279.6K

% of Portfolio:0.0% ($279.6K/$814.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:962

Value:$277.2K

% of Portfolio:0.0% ($277.2K/$814.7M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:3.0K

Value:$272.6K

% of Portfolio:0.0% ($272.6K/$814.7M)

Accenture plc

ACN|G1151C101

Shares:856

Value:$267.1K

% of Portfolio:0.0% ($267.1K/$814.7M)

BOEING CO

BA|097023105

Shares:1.5K

Value:$263.1K

% of Portfolio:0.0% ($263.1K/$814.7M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.3K

Value:$260.4K

% of Portfolio:0.0% ($260.4K/$814.7M)

UDR, Inc.

UDR|902653104

Shares:5.8K

Value:$260.1K

% of Portfolio:0.0% ($260.1K/$814.7M)

US BANCORP \DE\

USB|902973304

Shares:6.2K

Value:$259.9K

% of Portfolio:0.0% ($259.9K/$814.7M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.1K

Value:$253.4K

% of Portfolio:0.0% ($253.4K/$814.7M)

INTEL CORP

INTC|458140100

Shares:11.0K

Value:$250.9K

% of Portfolio:0.0% ($250.9K/$814.7M)

46432F388

Shares:2.3K

Value:$250.0K

% of Portfolio:0.0% ($250.0K/$814.7M)

464286525

ACWV|464286525

Shares:2.1K

Value:$249.6K

% of Portfolio:0.0% ($249.6K/$814.7M)

25434V104

Shares:6.5K

Value:$249.6K

% of Portfolio:0.0% ($249.6K/$814.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWFcusip464287614)	838	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$302.6K	0.0% ($302.6K/$814.7M)	QoQ -10.08% (-$33.9K) YoY +7.13% (+$20.1K)
(SCHBcusip808524102)	14.0K	QoQ 0.00% (-0) YoY +200.00% (+9.3K)	All Managers (Combined)	$300.8K	0.0% ($300.8K/$814.7M)	QoQ -5.15% (-$16.3K) YoY +5.79% (+$16.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.8K	QoQ +5.11% (+233) YoY +5.11% (+233)	All Managers (Combined)	$295.5K	0.0% ($295.5K/$814.7M)	QoQ +9.57% (+$25.8K) YoY +29.96% (+$68.1K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	606	QoQ +0.33% (-2) YoY +0.33% (+2)	All Managers (Combined)	$293.4K	0.0% ($293.4K/$814.7M)	QoQ -8.77% (-$28.2K) YoY +10.78% (+$28.6K)
PFIZER INC(PFEcusip717081103)	11.6K	QoQ +0.25% (-30) YoY -8.19% (-1.0K)	All Managers (Combined)	$293.3K	0.0% ($293.3K/$814.7M)	QoQ -4.24% (-$13.0K) YoY -16.16% (-$56.6K)
(cusip81369Y407)✕	1.5K	QoQ 0.00% (-0) YoY -13.89% (-238)	All Managers (Combined)	$291.2K	0.0% ($291.2K/$814.7M)	QoQ -11.98% (-$39.7K) YoY -7.54% (-$23.8K)
(XLKcusip81369Y803)	1.4K	QoQ 0.00% (-0) YoY +14.87% (+176)	All Managers (Combined)	$280.6K	0.0% ($280.6K/$814.7M)	QoQ -11.19% (-$35.4K) YoY +13.89% (+$34.2K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	512	QoQ -5.70% (-31) YoY -29.67% (-216)	All Managers (Combined)	$279.6K	0.0% ($279.6K/$814.7M)	QoQ -10.04% (-$31.2K) YoY -8.07% (-$24.6K)
SPDR GOLD TRUST(GLDcusip78463V107)	962	QoQ 0.00% (+0) YoY NEW(+962)	All Managers (Combined)	$277.2K	0.0% ($277.2K/$814.7M)	QoQ +19.00% (+$44.3K) YoY NEW(+$277.2K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$272.6K	0.0% ($272.6K/$814.7M)	QoQ -18.76% (-$63.0K) YoY -24.64% (-$89.2K)
Accenture plc(ACNcusipG1151C101)	856	QoQ -5.62% (-51) YoY -5.62% (-51)	All Managers (Combined)	$267.1K	0.0% ($267.1K/$814.7M)	QoQ -16.28% (-$52.0K) YoY -15.03% (-$47.3K)
BOEING CO(BAcusip097023105)	1.5K	QoQ +0.19% (-3) YoY +0.19% (-3)	All Managers (Combined)	$263.1K	0.0% ($263.1K/$814.7M)	QoQ -3.45% (-$9.4K) YoY -11.45% (-$34.0K)
DANAHER CORP /DE/(DHRcusip235851102)	1.3K	QoQ +0.63% (-8) YoY -1.70% (-22)	All Managers (Combined)	$260.4K	0.0% ($260.4K/$814.7M)	QoQ -10.12% (-$29.3K) YoY -19.30% (-$62.3K)
UDR, Inc.(UDRcusip902653104)	5.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$260.1K	0.0% ($260.1K/$814.7M)	QoQ +4.05% (+$10.1K) YoY +20.74% (+$44.7K)
US BANCORP \DE\(USBcusip902973304)	6.2K	QoQ 0.00% (-0) YoY -19.44% (-1.5K)	All Managers (Combined)	$259.9K	0.0% ($259.9K/$814.7M)	QoQ -11.72% (-$34.5K) YoY -23.91% (-$81.7K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.1K	QoQ +0.64% (+7) YoY +0.73% (+8)	All Managers (Combined)	$253.4K	0.0% ($253.4K/$814.7M)	QoQ +15.46% (+$33.9K) YoY +9.32% (+$21.6K)
INTEL CORP(INTCcusip458140100)	11.0K	QoQ -3.38% (-387) YoY -12.56% (-1.6K)	All Managers (Combined)	$250.9K	0.0% ($250.9K/$814.7M)	QoQ +9.43% (-$21.6K) YoY -55.04% (-$307.2K)
(cusip46432F388)✕	2.3K	QoQ -37.79% (-1.4K) YoY -48.76% (-2.2K)	All Managers (Combined)	$250.0K	0.0% ($250.0K/$814.7M)	QoQ -37.17% (-$147.9K) YoY -49.55% (-$245.5K)
(ACWVcusip464286525)	2.1K	QoQ 0.00% (+0) YoY -87.57% (-15.1K)	All Managers (Combined)	$249.6K	0.0% ($249.6K/$814.7M)	QoQ +6.56% (+$15.4K) YoY -86.26% (-$1.6M)
(cusip25434V104)✕	6.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$249.6K	0.0% ($249.6K/$814.7M)	QoQ -5.06% (-$13.3K) YoY +5.19% (+$12.3K)