Graves Light Lenhart Wealth, Inc. Purchases in Q1 2025

Graves Light Lenhart Wealth, Inc.

  • $809 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MET
Metlife Inc

Financial Services
5
+ 0.12%
$77.7 - $87.0 $389 - $435
4.22K $338K
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.23%
$244.9 - $274.48 $735 - $823
1.33K $330K
BA
Boeing CO

Industrials
3
+ 0.19%
$148.15 - $186.25 $444 - $559
1.54K $263K
EMN
Eastman Chemical CO

Basic Materials
5
+ 0.15%
$87.05 - $103.47 $435 - $517
3.44K $303K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15
+ 0.22%
$32.42 - $36.13 $486 - $542
6.82K $223K
PFE
Pfizer Inc

Healthcare
30
+ 0.26%
$25.01 - $27.13 $750 - $814
11.6K $293K
HON
Honeywell International Inc

Industrials
4
+ 0.4%
$202.75 - $226.52 $811 - $906
1.01K $214K
CMI
Cummins Inc

Industrials
3
+ 0.45%
$312.92 - $386.07 $939 - $1.16K
663 $207K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.38K
+ 1.88%
$65.27 - $71.18 $286K - $312K
237K $15.6M
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.33%
$472.29 - $575.13 $945 - $1.15K
606 $293K
DHR
Danaher Corp

Healthcare
8
+ 0.63%
$201.62 - $250.59 $1.61K - $2K
1.27K $260K
VO
Vanguard Mid Cap ETF

ETFs
91
+ 1.07%
$251.87 - $277.95 $22.9K - $25.3K
8.56K $2.2M
CAT
Caterpillar Inc

Industrials
2
+ 0.16%
$326.75 - $407.63 $654 - $815
1.23K $406K
DFSV
Dimensional ETF Tr Dimensional

ETFs
35
+ 0.18%
$27.56 - $32.1 $965 - $1.12K
19.5K $547K
BAC
Bank Of America Corp

Financial Services
81
+ 0.33%
$39.61 - $47.74 $3.21K - $3.87K
25K $1.04M
AXP
American Express CO

Financial Services
68
+ 2.53%
$255.39 - $325.87 $17.4K - $22.2K
2.75K $740K
DFAS
Dimensional ETF Tr U S Small C

ETFs
114
+ 0.56%
$58.81 - $68.2 $6.7K - $7.77K
20.4K $1.22M
AVGO
Broadcom Inc.

Technology
224
+ 7.36%
$167.43 - $244.7 $37.5K - $54.8K
3.27K $546K
ORCL
Oracle Corp

Technology
85
+ 1.21%
$139.81 - $186.47 $11.9K - $15.8K
7.1K $991K
VB
Vanguard Small Cap ETF

ETFs
27
+ 0.25%
$217.89 - $252.64 $5.88K - $6.82K
10.7K $2.37M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.76K
+ 5.88%
$333.37 - $384.99 $587K - $678K
31.7K $10.6M
VTI
Vanguard Total Stock Market Et

ETFs
99
+ 0.35%
$271.18 - $303.12 $26.8K - $30K
28.4K $7.76M
MSFT
Microsoft Corp

Technology
134
+ 1.14%
$375.39 - $447.2 $50.3K - $59.9K
11.8K $4.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.73K
+ 1.81%
$57.21 - $65.8 $500K - $575K
490K $28.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.68K
+ 1.68%
$102.49 - $119.96 $480K - $562K
283K $29.5M
Activity Summary
Buys All Purchases 76 New Holdings 7 Increased Positions 69 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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