Graves Light Lenhart Wealth, Inc. Q1 2021 Filing

Filed April 9, 2021

Portfolio Value

$583.5M

Holdings

736

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (736 positions)

StockValue
AUBATLANTIC UN BANKSHARES CORP COM
$510K
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$508K
VDEVANGUARD ENERGY INDEX FUND
$500K
EMNEASTMAN CHEM CO COM
$498K
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$498K
ENBENBRIDGE INC COM
$487K
NSCNORFOLK SOUTHN CORP COM
$482K
IBMINTERNATIONAL BUSINESS MACHS COM
$466K
VOVANGUARD MID-CAP INDEX FUND
$463K
CSCOCISCO SYS INC COM
$456K
AXPAMERICAN EXPRESS CO COM
$454K
INTUINTUIT COM
$447K
PNFPPINNACLE FINL PARTNERS INC COM
$446K
SBUXSTARBUCKS CORP COM
$441K
VHTVANGUARD HEALTH CARE INDEX FUND
$435K
LOWLOWES COS INC COM
$421K
EFVISHARES MSCI EAFE VALUE ETF
$417K
BABOEING CO COM
$412K
ROSTROSS STORES INC COM
$406K
VVVANGUARD LARGE-CAP INDEX FUND
$399K
IYKISHARES U.S. CONSUMER GOODS ETF
$392K
CMCANADIAN IMP BK COMM COM
$391K
EFGISHARES MSCI EAFE GROWTH ETF
$388K
PHGKONINKLIJKE PHILIPS N V NY REG SH NEW
$379K
ABBVABBVIE INC COM
$379K
TTENTOTAL SE SPONSORED ADS
$378K
TROWPRICE T ROWE GROUP INC COM
$375K
IYHISHARES U.S. HEALTHCARE ETF
$369K
AIVLWISDOMTREE U.S. DIVIDEND EX-FINANCIALS FUND
$359K
XCHYXCALAMOS CONV & HIGH INCOME FD COM SHS
$355K
IXNISHARES GLOBAL TECH ETF
$351K
VNQVANGUARD REAL ESTATE ETF
$331K
STLDSTEEL DYNAMICS INC COM
$329K
ABTABBOTT LABS COM
$326K
AMGNAMGEN INC COM
$325K
PHOINVESCO WATER RESOURCES ETF
$321K
VTVVANGUARD VALUE INDEX FUND
$317K
DLTRDOLLAR TREE INC COM
$317K
ESGEISHARES MSCI EM ESG SELECT ETF
$305K
CATCATERPILLAR INC COM
$302K
ADPAUTOMATIC DATA PROCESSING INC COM
$299K
XELXCEL ENERGY INC COM
$296K
VPUVANGUARD UTILITIES INDEX FUND
$283K
SCHBSCHWAB U.S. BROAD MARKET ETF
$282K
GABGABELLI EQUITY TR INC COM
$281K
UDRUDR INC COM
$278K
ALSALLSTATE CORP COM
$277K
IWFISHARES RUSSELL 1000 GROWTH ETF
$275K
METMETLIFE INC COM
$273K
HONHONEYWELL INTL INC COM
$271K
ACNACCENTURE PLC IRELAND SHS CLASS A
$269K
XNIEXVIRTUS ALLIANZGI EQUITY & CONV COM
$265K
XLUUTILITIES SELECT SECTOR SPDR FUND
$262K
OEFISHARES S&P 100 ETF
$259K
UBSIUNITED BANKSHARES INC WEST VA COM
$259K
BIVVANGUARD INTERMEDIATE-TERM BOND INDEX FUND
$258K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$255K
MDTMEDTRONIC PLC SHS
$252K
VVISA INC COM CL A
$251K
DHRDANAHER CORPORATION COM
$251K
AMATAPPLIED MATLS INC COM
$246K
TMOTHERMO FISHER SCIENTIFIC INC COM
$244K
SMGSCOTTS MIRACLE-GRO CO CL A
$237K
RDS/AROYAL DUTCH SHELL PLC SPONS ADR A
$237K
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$230K
CDWCDW CORP COM
$229K
WMTWALMART INC COM
$227K
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$224K
WMWASTE MGMT INC DEL COM
$223K
NDQINVESCO QQQ TRUST
$223K
ABJAABB LTD SPONSORED ADR
$219K
KIOKKR INCOME OPPORTUNITIES FD COM
$217K
CMICUMMINS INC COM
$216K
EMBISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
$213K
XLFFINANCIAL SELECT SECTOR SPDR FUND
$204K
GQ9SPDR GOLD SHARES
$204K
CRLCHARLES RIV LABS INTL INC COM
$203K
SUMMIT FINL GROUP INC COM
$203K
XRNPXCOHEN & STEERS REIT & PFD & IN COM
$195K
CCDCALAMOS DYNAMIC CONV & INCOME COM
$192K
TJXTJX COS INC NEW COM
$192K
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$191K
TIPISHARES TIPS BOND ETF
$189K
MCKMCKESSON CORP COM
$189K
IYGISHARES U.S. FINANCIAL SERVICES ETF
$188K
RVTROYCE VALUE TR INC COM
$186K
EESWISDOMTREE U.S. SMALLCAP FUND
$185K
DEDEERE & CO COM
$183K
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF
$182K
NEENEXTERA ENERGY INC COM
$181K
PIDINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
$179K
CPRTCOPART INC COM
$177K
WRBBERKLEY W R CORP COM
$177K
APHAMPHENOL CORP NEW CL A
$174K
VFHVANGUARD FINANCIALS INDEX FUND
$173K
LBRDKLIBERTY BROADBAND CORP COM SER C
$165K
CVSCVS HEALTH CORP COM
$164K
BLACKROCK MUNIENHANCED FD INC COM
$164K
IHIISHARES U.S. MEDICAL DEVICES ETF
$160K
IHS MARKIT LTD SHS
$160K
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