Graves Light Lenhart Wealth, Inc. Incresed Positions in Q2 2024

Graves Light Lenhart Wealth, Inc.

  • $875 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
99.3K
+ 25.91%
$40.79 - $41.97 $4.05M - $4.17M
482K $20M
GOOGL
Alphabet Inc.

Communication Services
250
+ 0.26%
$150.53 - $185.41 $37.6K - $46.4K
97.3K $17.7M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
38.6K
+ 8.71%
$47.4 - $48.0 $1.83M - $1.85M
481K $23M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.15K
+ 8.57%
$286.24 - $337.0 $616K - $725K
27.3K $9.09M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.26K
+ 1.42%
$57.33 - $65.34 $244K - $279K
306K $19.4M
IEFA
Ishares Tr

ETFs
30.7K
+ 3.79%
$70.77 - $76.19 $2.17M - $2.34M
841K $61.1M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
11.9K
+ 4.41%
$25.39 - $27.96 $302K - $332K
281K $7.74M
LOW
Lowes Companies Inc

Consumer Cyclical
2.2K
+ 156.28%
$214.27 - $249.28 $472K - $549K
3.61K $796K
MSFT
Microsoft Corp

Technology
45
+ 0.29%
$389.33 - $452.85 $17.5K - $20.4K
15.4K $6.87M
VEA
Vanguard Ftse Developed Market

ETFs
9.7K
+ 10.79%
$47.83 - $51.21 $464K - $497K
99.6K $4.92M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.2%
$704.88 - $870.75 $4.23K - $5.22K
3.02K $2.56M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.44K
+ 9.05%
$50.57 - $50.75 $326K - $327K
77.6K $3.94M
DD
Du Pont De Nemours, Inc.

Basic Materials
106
+ 0.14%
$72.5 - $82.16 $7.69K - $8.71K
73.4K $5.91M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.6K
+ 5.94%
$170.84 - $180.49 $445K - $470K
46.4K $8.16M
VTI
Vanguard Total Stock Market Et

ETFs
42
+ 0.14%
$245.23 - $269.4 $10.3K - $11.3K
31K $8.29M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
14K
+ 7.05%
$38.53 - $40.76 $538K - $569K
212K $8.32M
NVDA
Nvidia Corp

Technology
5.35K
+ 946.02%
$118.11 - $1224.4 $631K - $6.54M
5.91K $730K
AVGO
Broadcom Inc.

Technology
4
+ 1.29%
$1204.71 - $1828.87 $4.82K - $7.32K
314 $504K
DUK
Duke Energy Corp

Utilities
27
+ 0.15%
$92.87 - $104.6 $2.51K - $2.82K
18.1K $1.81M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.02%
$155.33 - $168.56 $466 - $506
17.9K $2.96M
BAC
Bank Of America Corp

Financial Services
17
+ 0.07%
$34.68 - $40.02 $590 - $680
25.1K $997K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.56K
+ 0.93%
$95.11 - $97.92 $910K - $936K
1.03M $100M
WFC
Wells Fargo & Company

Financial Services
3
+ 0.01%
$56.41 - $62.34 $169 - $187
21.1K $1.25M
IXN
Ishares Global Information Tec

ETFs
61
+ 2.03%
$68.72 - $84.8 $4.19K - $5.17K
3.06K $253K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 0.48%
$439.2 - $524.63 $3.51K - $4.2K
1.67K $851K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.01%
$104.94 - $113.51 $105 - $114
11.4K $1.28M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.01%
$58.06 - $64.15 $58.1 - $64.2
9.57K $609K
HON
Honeywell International Inc

Industrials
28
+ 2.78%
$190.36 - $215.89 $5.33K - $6.04K
1.04K $221K
AEP
American Electric Power CO Inc

Utilities
18
+ 0.27%
$79.51 - $92.67 $1.43K - $1.67K
6.79K $595K
AUB
Atlantic Union Bankshares Corp

Financial Services
1.28K
+ 10.03%
$30.73 - $34.83 $39.4K - $44.6K
14.1K $461K
ABBV
Abb Vie Inc.

Healthcare
249
+ 6.65%
$154.79 - $180.76 $38.5K - $45K
4K $685K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18
+ 0.27%
$30.09 - $32.37 $542 - $583
6.77K $218K
DHR
Danaher Corp

Healthcare
9
+ 0.7%
$235.51 - $267.98 $2.12K - $2.41K
1.3K $325K
AMP
Ameriprise Financial Inc

Financial Services
21
+ 3.48%
$407.69 - $442.22 $8.56K - $9.29K
625 $266K
DFSD
Dimensional ETF Tr Short Durat

ETFs
144
+ 0.13%
$46.64 - $47.15 $6.72K - $6.79K
113K $5.31M
WM
Waste Management Inc

Industrials
1
+ 0.09%
$200.55 - $213.34 $201 - $213
1.09K $232K
ENB
Enbridge Inc

Energy
82
+ 0.77%
$32.97 - $37.83 $2.7K - $3.1K
10.7K $380K
CSCO
Cisco Systems, Inc.

Technology
100
+ 2.2%
$45.52 - $50.04 $4.55K - $5K
4.66K $221K
GE
General Electric CO

Industrials
250
+ 8.66%
$136.47 - $175.36 $34.1K - $43.8K
3.14K $498K
VBR
Vanguard Small Cap Value ETF

ETFs
142
+ 3.8%
$177.65 - $191.11 $25.2K - $27.1K
3.88K $707K
FDM
First Trust Dow Jones Select M

ETFs
7
+ 0.12%
$58.3 - $63.04 $408 - $441
6.08K $364K
IWC
Russell Micro Cap ETF

ETFs
1
+ 0.03%
$109.35 - $119.81 $109 - $120
3.1K $353K
ABT
Abbott Laboratories

Healthcare
200
+ 4.53%
$100.73 - $112.44 $20.1K - $22.5K
4.61K $479K
DFSV
Dimensional ETF Tr Dimensional

ETFs
50
+ 0.26%
$27.81 - $30.13 $1.39K - $1.51K
19.3K $556K
ALL
Allstate Corp

Financial Services
29
+ 1.19%
$157.07 - $175.41 $4.56K - $5.09K
2.47K $394K
CAT
Caterpillar Inc

Industrials
12
+ 0.96%
$321.47 - $379.3 $3.86K - $4.55K
1.26K $419K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.01%
$377.31 - $399.95 $377 - $400
7.51K $2.94M
DFAS
Dimensional ETF Tr U S Small C

ETFs
10
+ 0.04%
$57.42 - $62.37 $574 - $624
25.9K $1.55M
IBM
International Business Machines Corp

Technology
2
+ 0.06%
$164.43 - $190.9 $329 - $382
3.3K $570K
Activity Summary
Buys All Purchases 68 New Holdings 3 Increased Positions 65 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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