Graves Light Lenhart Wealth, Inc. Sells in Q4 2025

Graves Light Lenhart Wealth, Inc.

  • $926 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
-2.09K
- 5.56%
$294.11 - $320.41 $615K - $670K
35.5K $10.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-12K
- 12.22%
$91.46 - $91.76 $1.09M - $1.1M
85.9K $7.87M
DIS
Walt Disney CO

Communication Services
-6K
- 18.17%
$105.69 - $116.65 $634K - $700K
27K $2.85M
ORCL
Oracle Corp

Technology
-76
- 1.12%
$217.57 - $313.0 $16.5K - $23.8K
6.73K $1.48M
MSFT
Microsoft Corp

Technology
-560
- 4.6%
$496.82 - $542.07 $278K - $304K
11.6K $5.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-414
- 0.23%
$136.06 - $140.64 $56.3K - $58.2K
182K $25.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.29K
- 1.25%
$137.47 - $143.13 $315K - $328K
181K $25.5M
VV
Vanguard Large Cap ETF

ETFs
-931
- 40.04%
$301.9 - $317.98 $281K - $296K
1.39K $432K
D
Dominion Energy, Inc

Utilities
-3.77K
- 12.02%
$58.49 - $61.69 $220K - $233K
27.6K $1.67M
PG
Procter & Gamble CO

Consumer Defensive
-460
- 2.91%
$145.5 - $153.18 $66.9K - $70.5K
15.3K $2.24M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.42K
- 3.54%
$118.29 - $126.28 $168K - $179K
38.7K $4.68M
VUG
Vanguard Growth ETF

ETFs
-315
- 6.75%
$470.44 - $504.26 $148K - $159K
4.35K $2.1M
TFC
Truist Financial Corp

Financial Services
-1.89K
- 4.01%
$41.09 - $45.64 $77.5K - $86K
45.2K $2.03M
VTI
Vanguard Total Stock Market Et

ETFs
-516
- 1.87%
$321.8 - $337.95 $166K - $174K
27K $8.92M
SHEN
Shenandoah Telecommunications CO

Communication Services
-2.8K
- 11.43%
$10.35 - $13.82 $28.9K - $38.7K
21.7K $224K
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.54%
$358.03 - $397.02 $3.94K - $4.37K
2.02K $724K
VZ
Verizon Communications Inc

Communication Services
-881
- 4.24%
$38.4 - $43.83 $33.8K - $38.6K
19.9K $816K
EMR
Emerson Electric CO

Industrials
-460
- 4.93%
$126.01 - $140.03 $58K - $64.4K
8.88K $1.13M
DVY
Ishares Tr

ETFs
-298
- 1.06%
$138.1 - $143.11 $41.2K - $42.6K
27.9K $3.92M
BA
Boeing CO

Industrials
-150
- 9.72%
$191.81 - $225.32 $28.8K - $33.8K
1.39K $267K
T
At&T Inc.

Communication Services
-417
- 2.16%
$24.44 - $27.55 $10.2K - $11.5K
18.9K $481K
JNJ
Johnson & Johnson

Healthcare
-885
- 10.92%
$185.98 - $199.58 $165K - $177K
7.22K $1.44M
IYW
Ishares Dj Us Tech ETF

ETFs
-400
- 5.93%
$192.8 - $211.27 $77.1K - $84.5K
6.35K $1.26M
GLD
Spdr Gold Trust

ETFs
-193
- 20.06%
$354.79 - $403.15 $68.5K - $77.8K
769 $289K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-678
- 1.08%
$85.3 - $88.17 $57.8K - $59.8K
61.9K $5.4M
ABBV
Abb Vie Inc.

Healthcare
-264
- 6.39%
$211.96 - $244.38 $56K - $64.5K
3.87K $905K
ALL
Allstate Corp

Financial Services
-200
- 8.18%
$190.0 - $214.3 $38K - $42.9K
2.25K $481K
NVDA
Nvidia Corp

Technology
-236
- 3.85%
$179.83 - $207.04 $42.4K - $48.9K
5.9K $1.1M
APD
Air Products & Chemicals, Inc.

Basic Materials
-78
- 5.58%
$237.56 - $271.47 $18.5K - $21.2K
1.32K $342K
IWN
Ishares Russell2000 Val ETF

ETFs
-105
- 1.16%
$172.34 - $181.51 $18.1K - $19.1K
8.93K $1.56M
MCD
Mcdonalds Corp

Consumer Cyclical
-101
- 3.41%
$293.81 - $310.11 $29.7K - $31.3K
2.86K $872K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-214
- 3.15%
$70.3 - $73.05 $15K - $15.6K
6.58K $473K
CSX
Csx Corp

Industrials
-357
- 1.71%
$34.88 - $36.67 $12.5K - $13.1K
20.6K $718K
IYH
Ishares Tr

ETFs
-811
- 14.25%
$59.84 - $64.29 $48.5K - $52.1K
4.88K $311K
AXP
American Express CO

Financial Services
-140
- 5.09%
$316.26 - $372.77 $44.3K - $52.2K
2.61K $890K
EOG
Eog Resources Inc

Energy
-84
- 1.16%
$105.0 - $111.92 $8.82K - $9.4K
7.14K $787K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-320
- 5.32%
$71.1 - $74.61 $22.8K - $23.9K
5.7K $407K
SCHO
Schwab Short Term Us Treasury

ETFs
-829
- 6.51%
$24.31 - $24.46 $20.2K - $20.3K
11.9K $290K
PEP
Pepsico Inc

Consumer Defensive
-493
- 6.88%
$138.84 - $153.71 $68.4K - $75.8K
6.67K $986K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-71
- 5.41%
$459.47 - $491.71 $32.6K - $34.9K
1.24K $584K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-100
- 0.92%
$92.34 - $95.43 $9.23K - $9.54K
10.7K $1.01M
USB
Us Bancorp \De\

Financial Services
-6
- 0.12%
$45.28 - $48.26 $272 - $290
5.21K $236K
DUK
Duke Energy Corp

Utilities
-299
- 1.77%
$121.57 - $129.03 $36.3K - $38.6K
16.6K $2.08M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-172
- 0.31%
$23.37 - $23.7 $4.02K - $4.08K
56.1K $1.31M
BMY
Bristol Myers Squibb CO

Healthcare
-383
- 7.92%
$42.6 - $49.08 $16.3K - $18.8K
4.46K $208K
WFC
Wells Fargo & Company

Financial Services
-20
- 0.1%
$77.62 - $87.3 $1.55K - $1.75K
20.7K $1.73M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-195
- 0.76%
$358.39 - $376.54 $69.9K - $73.4K
25.5K $9.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3
- 0.05%
$653.02 - $687.39 $1.96K - $2.06K
6.38K $4.25M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-108
- 0.77%
$25.2 - $26.46 $2.72K - $2.86K
13.9K $357K
Activity Summary
Buys All Purchases 60 New Holdings 8 Increased Positions 52 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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