$536 Million is the total value of Graves Light Lenhart Wealth, Inc.'s 722 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOOV | New | VANGUARD S&P 500 VALUE ETFetf | $637,000 | – | 5,153 | +100.0% | 0.12% | – |
ESGU | New | ISHARES ESG AWARE MSCI USA ETFetf | $482,000 | – | 5,599 | +100.0% | 0.09% | – |
VDE | New | VANGUARD ENERGY INDEX FUNDetf | $382,000 | – | 7,359 | +100.0% | 0.07% | – |
EFG | New | ISHARES MSCI EAFE GROWTH ETFetf | $371,000 | – | 3,681 | +100.0% | 0.07% | – |
PNFP | New | PINNACLE FINL PARTNERS INC COMstock | $324,000 | – | 5,029 | +100.0% | 0.06% | – |
IXN | New | ISHARES GLOBAL TECH ETFetf | $286,000 | – | 952 | +100.0% | 0.05% | – |
VPU | New | VANGUARD UTILITIES INDEX FUNDetf | $276,000 | – | 2,012 | +100.0% | 0.05% | – |
CAT | New | CATERPILLAR INC COMstock | $237,000 | – | 1,300 | +100.0% | 0.04% | – |
ESGE | New | ISHARES MSCI EM ESG SELECT ETFetf | $226,000 | – | 5,377 | +100.0% | 0.04% | – |
BIV | New | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $222,000 | – | 2,396 | +100.0% | 0.04% | – |
RDSA | New | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $213,000 | – | 6,057 | +100.0% | 0.04% | – |
MET | New | METLIFE INC COMstock | $211,000 | – | 4,494 | +100.0% | 0.04% | – |
WM | New | WASTE MGMT INC DEL COMstock | $198,000 | – | 1,677 | +100.0% | 0.04% | – |
ADP | New | AUTOMATIC DATA PROCESSING INC COMstock | $201,000 | – | 1,141 | +100.0% | 0.04% | – |
TJX | New | TJX COS INC NEW COMstock | $196,000 | – | 2,866 | +100.0% | 0.04% | – |
SMG | New | SCOTTS MIRACLE-GRO CO CL Astock | $193,000 | – | 968 | +100.0% | 0.04% | – |
CMI | New | CUMMINS INC COMstock | $189,000 | – | 832 | +100.0% | 0.04% | – |
CDW | New | CDW CORP COMstock | $183,000 | – | 1,387 | +100.0% | 0.03% | – |
RNP | New | COHEN & STEERS REIT & PFD &INM COMcef | $183,000 | – | 8,000 | +100.0% | 0.03% | – |
NEE | New | NEXTERA ENERGY INC COMstock | $180,000 | – | 2,332 | +100.0% | 0.03% | – |
DD | New | DUPONT DE NEMOURS INC COMstock | $181,000 | – | 2,548 | +100.0% | 0.03% | – |
XLF | New | FINANCIAL SELECT SECTOR SPDR FUNDetf | $176,000 | – | 5,982 | +100.0% | 0.03% | – |
CRL | New | CHARLES RIV LABS INTL INC COMstock | $179,000 | – | 715 | +100.0% | 0.03% | – |
VLUE | New | ISHARES MSCI USA VALUE FACTOR ETFetf | $177,000 | – | 2,038 | +100.0% | 0.03% | – |
EEMV | New | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETFetf | $176,000 | – | 2,883 | +100.0% | 0.03% | – |
INFO | New | IHS MARKIT LTD SHSstock | $174,000 | – | 1,941 | +100.0% | 0.03% | – |
CCD | New | CALAMOS DYNAMIC CONV & INCOME COMcef | $169,000 | – | 6,000 | +100.0% | 0.03% | – |
APH | New | AMPHENOL CORP NEW CL Astock | $169,000 | – | 1,292 | +100.0% | 0.03% | – |
LBRDK | New | LIBERTY BROADBAND CORP COM SER Cstock | $174,000 | – | 1,098 | +100.0% | 0.03% | – |
MCK | New | MCKESSON CORP COMstock | $169,000 | – | 970 | +100.0% | 0.03% | – |
TER | New | TERADYNE INC COMstock | $172,000 | – | 1,432 | +100.0% | 0.03% | – |
SMMF | New | SUMMIT FINL GROUP INC COMstock | $168,000 | – | 7,630 | +100.0% | 0.03% | – |
UL | New | UNILEVER PLC SPON ADR NEWadr | $162,000 | – | 2,679 | +100.0% | 0.03% | – |
AMAT | New | APPLIED MATLS INC COMstock | $161,000 | – | 1,865 | +100.0% | 0.03% | – |
PGR | New | PROGRESSIVE CORP COMstock | $157,000 | – | 1,590 | +100.0% | 0.03% | – |
WRB | New | BERKLEY W R CORP COMstock | $156,000 | – | 2,354 | +100.0% | 0.03% | – |
NVS | New | NOVARTIS AG SPONSORED ADRadr | $158,000 | – | 1,678 | +100.0% | 0.03% | – |
ZBRA | New | ZEBRA TECHNOLOGIES CORPORATION CL Astock | $151,000 | – | 394 | +100.0% | 0.03% | – |
CMCSA | New | COMCAST CORP NEW CL Astock | $152,000 | – | 2,893 | +100.0% | 0.03% | – |
CVS | New | CVS HEALTH CORP COMstock | $149,000 | – | 2,176 | +100.0% | 0.03% | – |
EES | New | WISDOMTREE U.S. SMALLCAP FUNDetf | $152,000 | – | 3,900 | +100.0% | 0.03% | – |
DHR | New | DANAHER CORPORATION COMstock | $149,000 | – | 671 | +100.0% | 0.03% | – |
MSCI | New | MSCI INC COMstock | $151,000 | – | 338 | +100.0% | 0.03% | – |
QQQ | New | INVESCO QQQ TRUSTetf | $152,000 | – | 485 | +100.0% | 0.03% | – |
VFH | New | VANGUARD FINANCIALS INDEX FUNDetf | $152,000 | – | 2,087 | +100.0% | 0.03% | – |
ICE | New | INTERCONTINENTAL EXCHANGE INC COMstock | $148,000 | – | 1,281 | +100.0% | 0.03% | – |
PRFZ | New | INVESCO FTSE RAFI US 1500A SMALL-MIDA ETFetf | $146,000 | – | 968 | +100.0% | 0.03% | – |
BKH | New | BLACK HILLS CORP COMstock | $143,000 | – | 2,325 | +100.0% | 0.03% | – |
MBB | New | ISHARES MBS ETFetf | $146,000 | – | 1,328 | +100.0% | 0.03% | – |
KRE | New | SPDR S&P REGIONAL BANKING ETFetf | $137,000 | – | 2,631 | +100.0% | 0.03% | – |
BAM | New | BROOKFIELD ASSET MGMT INC CL A LTD VT SHstock | $141,000 | – | 3,415 | +100.0% | 0.03% | – |
PPL | New | PPL CORP COMstock | $142,000 | – | 5,024 | +100.0% | 0.03% | – |
BRO | New | BROWN & BROWN INC COMstock | $137,000 | – | 2,895 | +100.0% | 0.03% | – |
ADI | New | ANALOG DEVICES INC COMstock | $142,000 | – | 961 | +100.0% | 0.03% | – |
NVG | New | NUVEEN AMT FREE MUN CR INC FD COMcef | $140,000 | – | 8,321 | +100.0% | 0.03% | – |
SITE | New | SITEONE LANDSCAPE SUPPLY INC COMstock | $137,000 | – | 861 | +100.0% | 0.03% | – |
DE | New | DEERE & CO COMstock | $132,000 | – | 489 | +100.0% | 0.02% | – |
TXN | New | TEXAS INSTRS INC COMstock | $132,000 | – | 806 | +100.0% | 0.02% | – |
PBE | New | INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFetf | $127,000 | – | 1,808 | +100.0% | 0.02% | – |
PXH | New | INVESCO FTSE RAFI EMERGING MARKETS ETFetf | $129,000 | – | 6,089 | +100.0% | 0.02% | – |
POOL | New | POOL CORP COMstock | $131,000 | – | 351 | +100.0% | 0.02% | – |
RTX | New | RAYTHEON TECHNOLOGIES CORP COMstock | $130,000 | – | 1,817 | +100.0% | 0.02% | – |
DOCU | New | DOCUSIGN INC COMstock | $129,000 | – | 579 | +100.0% | 0.02% | – |
MSI | New | MOTOROLA SOLUTIONS INC COM NEWstock | $130,000 | – | 763 | +100.0% | 0.02% | – |
BGH | New | BARINGS GLOBAL SHORT DURATION COMcef | $121,000 | – | 8,000 | +100.0% | 0.02% | – |
PRF | New | INVESCO FTSE RAFI US 1000 ETFetf | $124,000 | – | 932 | +100.0% | 0.02% | – |
RY | New | ROYAL BK CDA COMstock | $123,000 | – | 1,500 | +100.0% | 0.02% | – |
ACGL | New | ARCH CAP GROUP LTD ORDstock | $124,000 | – | 3,451 | +100.0% | 0.02% | – |
SCI | New | SERVICE CORP INTL COMstock | $125,000 | – | 2,553 | +100.0% | 0.02% | – |
LRGF | New | ISHARES MSCI USA MULTIFACTOR ETFetf | $122,000 | – | 3,239 | +100.0% | 0.02% | – |
IT | New | GARTNER INC COMstock | $117,000 | – | 729 | +100.0% | 0.02% | – |
NVO | New | NOVO-NORDISK A S ADRadr | $117,000 | – | 1,679 | +100.0% | 0.02% | – |
LQD | New | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $119,000 | – | 863 | +100.0% | 0.02% | – |
AMT | New | AMERICAN TOWER CORP NEW COMreit | $118,000 | – | 526 | +100.0% | 0.02% | – |
IHI | New | ISHARES U.S. MEDICAL DEVICES ETFetf | $116,000 | – | 354 | +100.0% | 0.02% | – |
COP | New | CONOCOPHILLIPS COMstock | $119,000 | – | 2,971 | +100.0% | 0.02% | – |
NPV | New | NUVEEN VIRGINIA QLTY MUNCPL FD COMcef | $113,000 | – | 7,125 | +100.0% | 0.02% | – |
PM | New | PHILIP MORRIS INTL INC COMstock | $114,000 | – | 1,381 | +100.0% | 0.02% | – |
COO | New | COOPER COS INC COM NEWstock | $112,000 | – | 307 | +100.0% | 0.02% | – |
VCR | New | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDetf | $110,000 | – | 400 | +100.0% | 0.02% | – |
QCOM | New | QUALCOMM INC COMstock | $111,000 | – | 727 | +100.0% | 0.02% | – |
LH | New | LABORATORY CORP AMER HLDGS COM NEWstock | $115,000 | – | 563 | +100.0% | 0.02% | – |
RDSB | New | ROYAL DUTCH SHELL PLC SPON ADR Badr | $111,000 | – | 3,292 | +100.0% | 0.02% | – |
TRV | New | TRAVELERS COMPANIES INC COMstock | $114,000 | – | 815 | +100.0% | 0.02% | – |
TD | New | TORONTO DOMINION BK ONT COM NEWstock | $113,000 | – | 2,000 | +100.0% | 0.02% | – |
ANET | New | ARISTA NETWORKS INC COMstock | $114,000 | – | 393 | +100.0% | 0.02% | – |
EFV | New | ISHARES MSCI EAFE VALUE ETFetf | $111,000 | – | 2,362 | +100.0% | 0.02% | – |
MFC | New | MANULIFE FINL CORP COMstock | $108,000 | – | 6,053 | +100.0% | 0.02% | – |
MDLZ | New | MONDELEZ INTL INC CL Astock | $106,000 | – | 1,811 | +100.0% | 0.02% | – |
TGT | New | TARGET CORP COMstock | $108,000 | – | 612 | +100.0% | 0.02% | – |
FIS | New | FIDELITY NATL INFORMATION SVCS COMstock | $108,000 | – | 767 | +100.0% | 0.02% | – |
DOW | New | DOW INC COMstock | $108,000 | – | 1,943 | +100.0% | 0.02% | – |
MS | New | MORGAN STANLEY COM NEWstock | $105,000 | – | 1,526 | +100.0% | 0.02% | – |
IYG | New | ISHARES U.S. FINANCIAL SERVICES ETFetf | $109,000 | – | 726 | +100.0% | 0.02% | – |
DON | New | WISDOMTREE U.S. MIDCAP DIVIDEND FUNDetf | $104,000 | – | 3,000 | +100.0% | 0.02% | – |
TRI | New | THOMSON REUTERS CORP. COM NEWstock | $102,000 | – | 1,247 | +100.0% | 0.02% | – |
BTI | New | BRITISH AMERN TOB PLC SPONSORED ADRadr | $102,000 | – | 2,732 | +100.0% | 0.02% | – |
BCE | New | BCE INC COM NEWstock | $101,000 | – | 2,360 | +100.0% | 0.02% | – |
AMZN | New | AMAZON COM INC COMstock | $101,000 | – | 31 | +100.0% | 0.02% | – |
MDY | New | SPDR S&P MIDCAP 400 ETFetf | $103,000 | – | 246 | +100.0% | 0.02% | – |
NDSN | New | NORDSON CORP COMstock | $104,000 | – | 517 | +100.0% | 0.02% | – |
MKL | New | MARKEL CORP COMstock | $95,000 | – | 92 | +100.0% | 0.02% | – |
GWW | New | GRAINGER W W INC COMstock | $94,000 | – | 230 | +100.0% | 0.02% | – |
SCD | New | LMP CAP & INCOME FD INC COMcef | $98,000 | – | 8,429 | +100.0% | 0.02% | – |
IMO | New | IMPERIAL OIL LTD COM NEWstock | $96,000 | – | 5,039 | +100.0% | 0.02% | – |
XLI | New | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $98,000 | – | 1,103 | +100.0% | 0.02% | – |
THO | New | THOR INDS INC COMstock | $99,000 | – | 1,062 | +100.0% | 0.02% | – |
MKC | New | MCCORMICK & CO INC COM NON VTGstock | $99,000 | – | 1,036 | +100.0% | 0.02% | – |
YUM | New | YUM BRANDS INC COMstock | $94,000 | – | 867 | +100.0% | 0.02% | – |
CERN | New | CERNER CORP COMstock | $97,000 | – | 1,232 | +100.0% | 0.02% | – |
CSL | New | CARLISLE COS INC COMstock | $99,000 | – | 631 | +100.0% | 0.02% | – |
GOVT | New | ISHARES U.S. TREASURY BOND ETFetf | $95,000 | – | 3,490 | +100.0% | 0.02% | – |
SCHM | New | SCHWAB U.S. MID-CAP ETFetf | $94,000 | – | 1,381 | +100.0% | 0.02% | – |
STT | New | STATE STR CORP COMstock | $92,000 | – | 1,266 | +100.0% | 0.02% | – |
EFX | New | EQUIFAX INC COMstock | $92,000 | – | 475 | +100.0% | 0.02% | – |
O | New | REALTY INCOME CORP COMreit | $91,000 | – | 1,467 | +100.0% | 0.02% | – |
FB | New | FACEBOOK INC CL Astock | $92,000 | – | 338 | +100.0% | 0.02% | – |
VNT | New | VONTIER CORPORATION COMstock | $89,000 | – | 2,650 | +100.0% | 0.02% | – |
NTRS | New | NORTHERN TR CORP COMstock | $93,000 | – | 1,000 | +100.0% | 0.02% | – |
QABA | New | FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUNDetf | $89,000 | – | 1,984 | +100.0% | 0.02% | – |
PAYX | New | PAYCHEX INC COMstock | $93,000 | – | 1,003 | +100.0% | 0.02% | – |
SNY | New | SANOFI SPONSORED ADRadr | $92,000 | – | 1,897 | +100.0% | 0.02% | – |
VNQI | New | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEXetf | $92,000 | – | 1,694 | +100.0% | 0.02% | – |
VXUS | New | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $91,000 | – | 1,509 | +100.0% | 0.02% | – |
TM | New | TOYOTA MOTOR CORP SP ADR REP2COMadr | $89,000 | – | 578 | +100.0% | 0.02% | – |
KMX | New | CARMAX INC COMstock | $85,000 | – | 905 | +100.0% | 0.02% | – |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $84,000 | – | 767 | +100.0% | 0.02% | – |
J | New | JACOBS ENGR GROUP INC COMstock | $88,000 | – | 808 | +100.0% | 0.02% | – |
BSY | New | BENTLEY SYS INC COM CL Bstock | $84,000 | – | 2,070 | +100.0% | 0.02% | – |
APTV | New | APTIV PLC SHSstock | $87,000 | – | 670 | +100.0% | 0.02% | – |
SLY | New | SPDR S&P 600 SMALL CAP ETFetf | $87,000 | – | 1,100 | +100.0% | 0.02% | – |
LII | New | LENNOX INTL INC COMstock | $84,000 | – | 305 | +100.0% | 0.02% | – |
ALLE | New | ALLEGION PLC ORD SHSstock | $86,000 | – | 735 | +100.0% | 0.02% | – |
FE | New | FIRSTENERGY CORP COMstock | $87,000 | – | 2,841 | +100.0% | 0.02% | – |
ATVI | New | ACTIVISION BLIZZARD INC COMstock | $84,000 | – | 906 | +100.0% | 0.02% | – |
VMW | New | VMWARE INC CL A COMstock | $82,000 | – | 582 | +100.0% | 0.02% | – |
CHE | New | CHEMED CORP NEW COMstock | $81,000 | – | 153 | +100.0% | 0.02% | – |
VAR | New | VARIAN MED SYS INC COMstock | $79,000 | – | 450 | +100.0% | 0.02% | – |
DEM | New | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $83,000 | – | 2,019 | +100.0% | 0.02% | – |
PHB | New | INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFetf | $82,000 | – | 4,199 | +100.0% | 0.02% | – |
AVK | New | ADVENT CONVERTIBLE & INCOME FD COMcef | $73,000 | – | 4,436 | +100.0% | 0.01% | – |
PCY | New | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETFetf | $77,000 | – | 2,677 | +100.0% | 0.01% | – |
VXF | New | VANGUARD EXTENDED MARKET INDEX FUNDetf | $77,000 | – | 468 | +100.0% | 0.01% | – |
VALE | New | VALE S A SPONSORED ADSadr | $75,000 | – | 4,484 | +100.0% | 0.01% | – |
ANSS | New | ANSYS INC COMstock | $77,000 | – | 213 | +100.0% | 0.01% | – |
SHW | New | SHERWIN WILLIAMS CO COMstock | $73,000 | – | 100 | +100.0% | 0.01% | – |
GSK | New | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $75,000 | – | 2,045 | +100.0% | 0.01% | – |
SLB | New | SCHLUMBERGER LTD COMstock | $74,000 | – | 3,403 | +100.0% | 0.01% | – |
AZPN | New | ASPEN TECHNOLOGY INC COMstock | $76,000 | – | 582 | +100.0% | 0.01% | – |
BMO | New | BANK MONTREAL QUE COMstock | $76,000 | – | 1,000 | +100.0% | 0.01% | – |
BOE | New | BLACKROCK ENHANCED GLOBAL DIVI COMcef | $69,000 | – | 6,304 | +100.0% | 0.01% | – |
USMC | New | PRINCIPAL U.S. MEGA-CAP ETFetf | $70,000 | – | 1,961 | +100.0% | 0.01% | – |
CARR | New | CARRIER GLOBAL CORPORATION COMstock | $68,000 | – | 1,812 | +100.0% | 0.01% | – |
MO | New | ALTRIA GROUP INC COMstock | $69,000 | – | 1,683 | +100.0% | 0.01% | – |
IWD | New | ISHARES RUSSELL 1000 VALUE ETFetf | $68,000 | – | 500 | +100.0% | 0.01% | – |
QRVO | New | QORVO INC COMstock | $71,000 | – | 425 | +100.0% | 0.01% | – |
ELAN | New | ELANCO ANIMAL HEALTH INC COMstock | $68,000 | – | 2,210 | +100.0% | 0.01% | – |
FLT | New | FLEETCOR TECHNOLOGIES INC COMstock | $69,000 | – | 253 | +100.0% | 0.01% | – |
BFAM | New | BRIGHT HORIZONS FAM SOL IN DEL COMstock | $68,000 | – | 394 | +100.0% | 0.01% | – |
PFG | New | PRINCIPAL FINANCIAL GROUP INC COMstock | $64,000 | – | 1,300 | +100.0% | 0.01% | – |
CTVA | New | CORTEVA INC COMstock | $65,000 | – | 1,675 | +100.0% | 0.01% | – |
UBS | New | UBS GROUP AG SHSstock | $67,000 | – | 4,760 | +100.0% | 0.01% | – |
EZM | New | WISDOMTREE U.S. MIDCAP FUNDetf | $65,000 | – | 1,500 | +100.0% | 0.01% | – |
FLIR | New | FLIR SYS INC COMstock | $62,000 | – | 1,415 | +100.0% | 0.01% | – |
FICO | New | FAIR ISAAC CORP COMstock | $64,000 | – | 125 | +100.0% | 0.01% | – |
JKHY | New | HENRY JACK & ASSOC INC COMstock | $64,000 | – | 395 | +100.0% | 0.01% | – |
UPS | New | UNITED PARCEL SERVICE INC CL Bstock | $63,000 | – | 376 | +100.0% | 0.01% | – |
PGX | New | INVESCO PREFERRED ETFetf | $62,000 | – | 4,071 | +100.0% | 0.01% | – |
XLE | New | ENERGY SELECT SECTOR SPDR FUNDetf | $66,000 | – | 1,731 | +100.0% | 0.01% | – |
IEMG | New | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $63,000 | – | 1,012 | +100.0% | 0.01% | – |
ROL | New | ROLLINS INC COMstock | $67,000 | – | 1,725 | +100.0% | 0.01% | – |
NKE | New | NIKE INC CL Bstock | $66,000 | – | 469 | +100.0% | 0.01% | – |
PKO | New | PIMCO INCOME OPPORTUNITY FD COMcef | $67,000 | – | 2,666 | +100.0% | 0.01% | – |
MC | New | MOELIS & CO CL Astock | $63,000 | – | 1,357 | +100.0% | 0.01% | – |
NWL | New | NEWELL BRANDS INC COMstock | $64,000 | – | 3,000 | +100.0% | 0.01% | – |
EW | New | EDWARDS LIFESCIENCES CORP COMstock | $61,000 | – | 673 | +100.0% | 0.01% | – |
PWR | New | QUANTA SVCS INC COMstock | $58,000 | – | 800 | +100.0% | 0.01% | – |
MA | New | MASTERCARD INCORPORATED CL Astock | $60,000 | – | 169 | +100.0% | 0.01% | – |
DEO | New | DIAGEO PLC SPON ADR NEWadr | $60,000 | – | 377 | +100.0% | 0.01% | – |
VGK | New | VANGUARD FTSE EUROPE ETFetf | $60,000 | – | 1,000 | +100.0% | 0.01% | – |
SRCL | New | STERICYCLE INC COMstock | $58,000 | – | 830 | +100.0% | 0.01% | – |
DELL | New | DELL TECHNOLOGIES INC CL Cstock | $61,000 | – | 838 | +100.0% | 0.01% | – |
OTIS | New | OTIS WORLDWIDE CORP COMstock | $61,000 | – | 906 | +100.0% | 0.01% | – |
SCHW | New | SCHWAB CHARLES CORP COMstock | $58,000 | – | 1,092 | +100.0% | 0.01% | – |
BX | New | BLACKSTONE GROUP INC COM CL Astock | $58,000 | – | 899 | +100.0% | 0.01% | – |
IBKR | New | INTERACTIVE BROKERS GROUP INC COM CL Astock | $54,000 | – | 892 | +100.0% | 0.01% | – |
MNST | New | MONSTER BEVERAGE CORP NEW COMstock | $54,000 | – | 588 | +100.0% | 0.01% | – |
PRU | New | PRUDENTIAL FINL INC COMstock | $56,000 | – | 716 | +100.0% | 0.01% | – |
BOND | New | PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDetf | $55,000 | – | 485 | +100.0% | 0.01% | – |
NUV | New | NUVEEN MUN VALUE FD INC COMcef | $52,000 | – | 4,707 | +100.0% | 0.01% | – |
EXPD | New | EXPEDITORS INTL WASH INC COMstock | $51,000 | – | 541 | +100.0% | 0.01% | – |
HPQ | New | HP INC COMstock | $55,000 | – | 2,222 | +100.0% | 0.01% | – |
AFL | New | AFLAC INC COMstock | $53,000 | – | 1,196 | +100.0% | 0.01% | – |
SPH | New | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $55,000 | – | 3,695 | +100.0% | 0.01% | – |
C | New | CITIGROUP INC COM NEWstock | $51,000 | – | 833 | +100.0% | 0.01% | – |
BNS | New | BANK NOVA SCOTIA B C COMstock | $54,000 | – | 1,000 | +100.0% | 0.01% | – |
DG | New | DOLLAR GEN CORP NEW COMstock | $54,000 | – | 258 | +100.0% | 0.01% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L P COMstock | $51,000 | – | 2,620 | +100.0% | 0.01% | – |
KMB | New | KIMBERLY-CLARK CORP COMstock | $51,000 | – | 376 | +100.0% | 0.01% | – |
SWKS | New | SKYWORKS SOLUTIONS INC COMstock | $52,000 | – | 337 | +100.0% | 0.01% | – |
YUMC | New | YUM CHINA HLDGS INC COMstock | $49,000 | – | 864 | +100.0% | 0.01% | – |
CIB | New | BANCOLOMBIA S A SPON ADR PREFadr | $46,000 | – | 1,137 | +100.0% | 0.01% | – |
WY | New | WEYERHAEUSER CO MTN BE COM NEWreit | $50,000 | – | 1,500 | +100.0% | 0.01% | – |
FAST | New | FASTENAL CO COMstock | $46,000 | – | 949 | +100.0% | 0.01% | – |
WSO | New | WATSCO INC COMstock | $46,000 | – | 204 | +100.0% | 0.01% | – |
EXPO | New | EXPONENT INC COMstock | $46,000 | – | 514 | +100.0% | 0.01% | – |
AWI | New | ARMSTRONG WORLD INDS INC NEW COMstock | $47,000 | – | 635 | +100.0% | 0.01% | – |
NAD | New | NUVEEN QUALITY MUNCP INCOME FD COMcef | $46,000 | – | 3,000 | +100.0% | 0.01% | – |
TFX | New | TELEFLEX INCORPORATED COMstock | $50,000 | – | 121 | +100.0% | 0.01% | – |
KMPR | New | KEMPER CORP COMstock | $49,000 | – | 644 | +100.0% | 0.01% | – |
TXT | New | TEXTRON INC COMstock | $49,000 | – | 1,016 | +100.0% | 0.01% | – |
ROK | New | ROCKWELL AUTOMATION INC COMstock | $46,000 | – | 183 | +100.0% | 0.01% | – |
AMP | New | AMERIPRISE FINL INC COMstock | $47,000 | – | 244 | +100.0% | 0.01% | – |
ABC | New | AMERISOURCEBERGEN CORP COMstock | $50,000 | – | 512 | +100.0% | 0.01% | – |
PMO | New | PUTNAM MUN OPPORTUNITIES TR SH BEN INTcef | $46,000 | – | 3,360 | +100.0% | 0.01% | – |
GBCI | New | GLACIER BANCORP INC NEW COMstock | $48,000 | – | 1,034 | +100.0% | 0.01% | – |
PUK | New | PRUDENTIAL PLC ADRadr | $46,000 | – | 1,241 | +100.0% | 0.01% | – |
KMI | New | KINDER MORGAN INC DEL COMstock | $43,000 | – | 3,153 | +100.0% | 0.01% | – |
IX | New | ORIX CORP SPONSORED ADRadr | $44,000 | – | 570 | +100.0% | 0.01% | – |
CEF | New | SPROTT PHYSICAL GOLD & SILVER TR UNITcef | $44,000 | – | 2,287 | +100.0% | 0.01% | – |
SYK | New | STRYKER CORPORATION COMstock | $41,000 | – | 166 | +100.0% | 0.01% | – |
DGRO | New | ISHARES CORE DIVIDEND GROWTH ETFetf | $44,000 | – | 988 | +100.0% | 0.01% | – |
COF | New | CAPITAL ONE FINL CORP COMstock | $44,000 | – | 447 | +100.0% | 0.01% | – |
BRBS | New | BLUE RIDGE BANKSHARES INC VA COMstock | $44,000 | – | 2,497 | +100.0% | 0.01% | – |
VDC | New | VANGUARD CONSUMER STAPLES INDEX FUNDetf | $45,000 | – | 260 | +100.0% | 0.01% | – |
PPT | New | PUTNAM PREMIER INCOME TR SH BEN INTcef | $44,000 | – | 9,500 | +100.0% | 0.01% | – |
MFM | New | MFS MUN INCOME TR SH BEN INTcef | $41,000 | – | 6,106 | +100.0% | 0.01% | – |
PLD | New | PROLOGIS INC. COMreit | $42,000 | – | 421 | +100.0% | 0.01% | – |
WELL | New | WELLTOWER INC COMreit | $42,000 | – | 657 | +100.0% | 0.01% | – |
NEU | New | NEWMARKET CORP COMstock | $45,000 | – | 113 | +100.0% | 0.01% | – |
PSX | New | PHILLIPS 66 COMstock | $44,000 | – | 624 | +100.0% | 0.01% | – |
CLVT | New | CLARIVATE PLC ORD SHSstock | $42,000 | – | 1,423 | +100.0% | 0.01% | – |
FIVE | New | FIVE BELOW INC COMstock | $36,000 | – | 205 | +100.0% | 0.01% | – |
VCLT | New | VANGUARD LONG-TERM CORPORATE BOND ETFetf | $39,000 | – | 349 | +100.0% | 0.01% | – |
EA | New | ELECTRONIC ARTS INC COMstock | $39,000 | – | 269 | +100.0% | 0.01% | – |
UGI | New | UGI CORP NEW COMstock | $36,000 | – | 1,019 | +100.0% | 0.01% | – |
CL | New | COLGATE PALMOLIVE CO COMstock | $37,000 | – | 427 | +100.0% | 0.01% | – |
COR | New | CORESITE REALTYreit | $40,000 | – | 323 | +100.0% | 0.01% | – |
RYAAY | New | RYANAIR HOLDINGS PLC SPONSORED ADSadr | $35,000 | – | 314 | +100.0% | 0.01% | – |
IWR | New | ISHARES RUSSELL MID-CAP ETFetf | $38,000 | – | 552 | +100.0% | 0.01% | – |
NXPI | New | NXP SEMICONDUCTORS N V COMstock | $39,000 | – | 243 | +100.0% | 0.01% | – |
EEM | New | ISHARES MSCI EMERGING MARKETS ETFetf | $39,000 | – | 764 | +100.0% | 0.01% | – |
BLL | New | BALL CORP COMstock | $37,000 | – | 400 | +100.0% | 0.01% | – |
BFB | New | BROWN FORMAN CORP CL Bstock | $35,000 | – | 437 | +100.0% | 0.01% | – |
WPP | New | WPP PLC NEW ADRadr | $35,000 | – | 644 | +100.0% | 0.01% | – |
CI | New | CIGNA CORP NEW COMstock | $39,000 | – | 188 | +100.0% | 0.01% | – |
NZF | New | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INTcef | $32,000 | – | 2,000 | +100.0% | 0.01% | – |
DBC | New | INVESCO DB COMMODITY INDEX TRACKING FUNDetf | $31,000 | – | 2,117 | +100.0% | 0.01% | – |
MMC | New | MARSH & MCLENNAN COS INC COMstock | $34,000 | – | 290 | +100.0% | 0.01% | – |
VTRS | New | VIATRIS INC COMstock | $34,000 | – | 1,790 | +100.0% | 0.01% | – |
SON | New | SONOCO PRODS CO COMstock | $30,000 | – | 500 | +100.0% | 0.01% | – |
BHP | New | BHP GROUP LTD SPONSORED ADSadr | $31,000 | – | 467 | +100.0% | 0.01% | – |
VFC | New | V F CORP COMstock | $34,000 | – | 393 | +100.0% | 0.01% | – |
MTD | New | METTLER TOLEDO INTERNATIONAL COMstock | $34,000 | – | 30 | +100.0% | 0.01% | – |
BYM | New | BLACKROCK MUN INCOME QUALITY T COMcef | $31,000 | – | 2,044 | +100.0% | 0.01% | – |
IWO | New | ISHARES RUSSELL 2000 GROWTH ETFetf | $32,000 | – | 110 | +100.0% | 0.01% | – |
EOI | New | EATON VANCE ENHANCED EQUITY IN COMcef | $32,000 | – | 2,000 | +100.0% | 0.01% | – |
BAP | New | CREDICORP LTD COMstock | $31,000 | – | 192 | +100.0% | 0.01% | – |
SAM | New | BOSTON BEER INC CL Astock | $33,000 | – | 33 | +100.0% | 0.01% | – |
BUI | New | BLACKROCK UTILITIES INFRSTRCTR COMcef | $30,000 | – | 1,200 | +100.0% | 0.01% | – |
ZTS | New | ZOETIS INC CL Astock | $31,000 | – | 187 | +100.0% | 0.01% | – |
TREX | New | TREX CO INC COMstock | $33,000 | – | 400 | +100.0% | 0.01% | – |
ITOT | New | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $28,000 | – | 330 | +100.0% | 0.01% | – |
CCK | New | CROWN HLDGS INC COMstock | $26,000 | – | 262 | +100.0% | 0.01% | – |
EV | New | EATON VANCE CORP COM NON VTGstock | $27,000 | – | 398 | +100.0% | 0.01% | – |
FVD | New | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $25,000 | – | 717 | +100.0% | 0.01% | – |
F | New | FORD MTR CO DEL COMstock | $26,000 | – | 2,908 | +100.0% | 0.01% | – |
GILD | New | GILEAD SCIENCES INC COMstock | $27,000 | – | 458 | +100.0% | 0.01% | – |
HPE | New | HEWLETT PACKARD ENTERPRISE CO COMstock | $26,000 | – | 2,203 | +100.0% | 0.01% | – |
HUM | New | HUMANA INC COMstock | $27,000 | – | 65 | +100.0% | 0.01% | – |
CPK | New | CHESAPEAKE UTILS CORP COMstock | $28,000 | – | 262 | +100.0% | 0.01% | – |
NOC | New | NORTHROP GRUMMAN CORP COMstock | $28,000 | – | 93 | +100.0% | 0.01% | – |
OGS | New | ONE GAS INC COMstock | $25,000 | – | 322 | +100.0% | 0.01% | – |
OMI | New | OWENS & MINOR INC NEW COMstock | $25,000 | – | 937 | +100.0% | 0.01% | – |
PPC | New | PILGRIMS PRIDE CORP COMstock | $28,000 | – | 1,406 | +100.0% | 0.01% | – |
SAP | New | SAP SE SPON ADRadr | $27,000 | – | 209 | +100.0% | 0.01% | – |
SBCF | New | SEACOAST BKG CORP FLA COM NEWstock | $29,000 | – | 1,000 | +100.0% | 0.01% | – |
MOAT | New | VANECK VECTORS MORNINGSTAR WIDE MOAT ETFetf | $25,000 | – | 398 | +100.0% | 0.01% | – |
AMNB | New | AMERICAN NATL BANKSHARES INC COMstock | $25,000 | – | 949 | +100.0% | 0.01% | – |
VEEV | New | VEEVA SYS INC CL A COMstock | $27,000 | – | 100 | +100.0% | 0.01% | – |
VRSK | New | VERISK ANALYTICS INC COMstock | $26,000 | – | 127 | +100.0% | 0.01% | – |
WEC | New | WEC ENERGY GROUP INC COMstock | $26,000 | – | 279 | +100.0% | 0.01% | – |
LIN | New | LINDE PLC SHSstock | $26,000 | – | 100 | +100.0% | 0.01% | – |
LVS | New | LAS VEGAS SANDS CORP COMstock | $22,000 | – | 370 | +100.0% | 0.00% | – |
MGF | New | MFS GOVT MKTS INCOME TR SH BEN INTcef | $23,000 | – | 5,000 | +100.0% | 0.00% | – |
AIZ | New | ASSURANT INC COMstock | $22,000 | – | 160 | +100.0% | 0.00% | – |
CBRL | New | CRACKER BARREL OLD CTRY STORE COMstock | $22,000 | – | 169 | +100.0% | 0.00% | – |
CARE | New | CARTER BANKSHARES INC COM NEWstock | $22,000 | – | 2,009 | +100.0% | 0.00% | – |
PEG | New | PUBLIC SVC ENTERPRISE GRP INC COMstock | $23,000 | – | 389 | +100.0% | 0.00% | – |
IQV | New | IQVIA HLDGS INC COMstock | $22,000 | – | 125 | +100.0% | 0.00% | – |
TCP | New | TC PIPELINES LP UT COM LTD PRTstock | $21,000 | – | 700 | +100.0% | 0.00% | – |
ADX | New | ADAMS DIVERSIFIED EQUITY FD COMcef | $22,000 | – | 1,287 | +100.0% | 0.00% | – |
AAP | New | ADVANCE AUTO PARTS INC COMstock | $22,000 | – | 138 | +100.0% | 0.00% | – |
RSP | New | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $19,000 | – | 149 | +100.0% | 0.00% | – |
TEVA | New | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSadr | $19,000 | – | 2,000 | +100.0% | 0.00% | – |
VMO | New | INVESCO MUN OPPORTUNITY TR COMcef | $22,000 | – | 1,692 | +100.0% | 0.00% | – |
GLW | New | CORNING INC COMstock | $22,000 | – | 600 | +100.0% | 0.00% | – |
TOWN | New | TOWNEBANK PORTSMOUTH VA COMstock | $23,000 | – | 1,000 | +100.0% | 0.00% | – |
AKAM | New | AKAMAI TECHNOLOGIES INC COMstock | $19,000 | – | 184 | +100.0% | 0.00% | – |
LAMR | New | LAMAR ADVERTISING CO NEW CL Areit | $23,000 | – | 276 | +100.0% | 0.00% | – |
LHX | New | L3HARRIS TECHNOLOGIES INC COMstock | $20,000 | – | 106 | +100.0% | 0.00% | – |
ALB | New | ALBEMARLE CORP COMstock | $20,000 | – | 134 | +100.0% | 0.00% | – |
HOLX | New | HOLOGIC INC COMstock | $21,000 | – | 293 | +100.0% | 0.00% | – |
ES | New | EVERSOURCE ENERGY COMstock | $24,000 | – | 278 | +100.0% | 0.00% | – |
SPGI | New | S&P GLOBAL INC COMstock | $20,000 | – | 60 | +100.0% | 0.00% | – |
NNN | New | NATIONAL RETAIL PROPERTIES INC COMreit | $23,000 | – | 561 | +100.0% | 0.00% | – |
HOG | New | HARLEY DAVIDSON INC COMstock | $22,000 | – | 600 | +100.0% | 0.00% | – |
HCA | New | HCA HEALTHCARE INC COMstock | $24,000 | – | 147 | +100.0% | 0.00% | – |
BSX | New | BOSTON SCIENTIFIC CORP COMstock | $23,000 | – | 651 | +100.0% | 0.00% | – |
NEAR | New | BLACKROCK SHORT MATURITY BOND ETFetf | $19,000 | – | 384 | +100.0% | 0.00% | – |
CRM | New | SALESFORCE COM INC COMstock | $19,000 | – | 84 | +100.0% | 0.00% | – |
BR | New | BROADRIDGE FINL SOLUTIONS INC COMstock | $22,000 | – | 142 | +100.0% | 0.00% | – |
PFF | New | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $22,000 | – | 562 | +100.0% | 0.00% | – |
SCHV | New | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $22,000 | – | 372 | +100.0% | 0.00% | – |
HYG | New | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $19,000 | – | 215 | +100.0% | 0.00% | – |
BGCP | New | BGC PARTNERS INC CL Astock | $20,000 | – | 5,000 | +100.0% | 0.00% | – |
PENN | New | PENN NATL GAMING INC COMstock | $20,000 | – | 230 | +100.0% | 0.00% | – |
CHKP | New | CHECK POINT SOFTWARE TECH LTD ORDstock | $20,000 | – | 152 | +100.0% | 0.00% | – |
FMC | New | FMC CORP COM NEWstock | $23,000 | – | 197 | +100.0% | 0.00% | – |
CBRE | New | CBRE GROUP INC CL Astock | $20,000 | – | 314 | +100.0% | 0.00% | – |
AVY | New | AVERY DENNISON CORP COMstock | $24,000 | – | 153 | +100.0% | 0.00% | – |
PBCT | New | PEOPLES UNITED FINANCIAL INC COMstock | $20,000 | – | 1,533 | +100.0% | 0.00% | – |
NDAQ | New | NASDAQ INC COMstock | $22,000 | – | 166 | +100.0% | 0.00% | – |
IUSV | New | ISHARES CORE S&P U.S. VALUE ETFetf | $22,000 | – | 354 | +100.0% | 0.00% | – |
DFS | New | DISCOVER FINL SVCS COMstock | $20,000 | – | 219 | +100.0% | 0.00% | – |
FBNC | New | FIRST BANCORP N C COMstock | $23,000 | – | 683 | +100.0% | 0.00% | – |
IGV | New | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFetf | $21,000 | – | 60 | +100.0% | 0.00% | – |
SR | New | SPIRE INC COMstock | $19,000 | – | 302 | +100.0% | 0.00% | – |
LEN | New | LENNAR CORP CL Astock | $17,000 | – | 217 | +100.0% | 0.00% | – |
VMBS | New | VANGUARD MORTGAGE-BACKED SECURITIES ETFetf | $17,000 | – | 319 | +100.0% | 0.00% | – |
EIX | New | EDISON INTL COMstock | $17,000 | – | 274 | +100.0% | 0.00% | – |
CBSH | New | COMMERCE BANCSHARES INC COMstock | $18,000 | – | 273 | +100.0% | 0.00% | – |
MGM | New | MGM RESORTS INTERNATIONAL COMstock | $15,000 | – | 483 | +100.0% | 0.00% | – |
PYPL | New | PAYPAL HLDGS INC COMstock | $14,000 | – | 61 | +100.0% | 0.00% | – |
LEA | New | LEAR CORP COM NEWstock | $15,000 | – | 95 | +100.0% | 0.00% | – |
TSLA | New | TESLA INC COMstock | $14,000 | – | 20 | +100.0% | 0.00% | – |
EXPE | New | EXPEDIA GROUP INC COM NEWstock | $14,000 | – | 102 | +100.0% | 0.00% | – |
NUE | New | NUCOR CORP COMstock | $14,000 | – | 272 | +100.0% | 0.00% | – |
FOXA | New | FOX CORP CL A COMstock | $15,000 | – | 525 | +100.0% | 0.00% | – |
PXD | New | PIONEER NAT RES CO COMstock | $18,000 | – | 155 | +100.0% | 0.00% | – |
ZBH | New | ZIMMER BIOMET HOLDINGS INC COMstock | $18,000 | – | 115 | +100.0% | 0.00% | – |
TSLX | New | SIXTH STREET SPECIALTY LENDNIN COMcef | $14,000 | – | 682 | +100.0% | 0.00% | – |
CNOB | New | CONNECTONE BANCORP INC COMstock | $15,000 | – | 768 | +100.0% | 0.00% | – |
VBR | New | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $18,000 | – | 125 | +100.0% | 0.00% | – |
PANW | New | PALO ALTO NETWORKS INC COMstock | $15,000 | – | 42 | +100.0% | 0.00% | – |
BCS | New | BARCLAYS PLC ADRadr | $14,000 | – | 1,788 | +100.0% | 0.00% | – |
BDX | New | BECTON DICKINSON & CO COMstock | $15,000 | – | 60 | +100.0% | 0.00% | – |
LYB | New | LYONDELLBASELL INDUSTRIES N V SHS - A -stock | $15,000 | – | 159 | +100.0% | 0.00% | – |
LUV | New | SOUTHWEST AIRLS CO COMstock | $14,000 | – | 290 | +100.0% | 0.00% | – |
FCX | New | FREEPORT-MCMORAN INC CL Bstock | $17,000 | – | 655 | +100.0% | 0.00% | – |
IXUS | New | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $17,000 | – | 254 | +100.0% | 0.00% | – |
RELX | New | RELX PLC SPONSORED ADRadr | $16,000 | – | 642 | +100.0% | 0.00% | – |
TSN | New | TYSON FOODS INC CL Astock | $18,000 | – | 279 | +100.0% | 0.00% | – |
EBAY | New | EBAY INC. COMstock | $17,000 | – | 330 | +100.0% | 0.00% | – |
FDX | New | FEDEX CORP COMstock | $16,000 | – | 60 | +100.0% | 0.00% | – |
NAC | New | NUVEEN CA QUALTY MUN INCOME FD COMcef | $15,000 | – | 1,016 | +100.0% | 0.00% | – |
GD | New | GENERAL DYNAMICS CORP COMstock | $15,000 | – | 100 | +100.0% | 0.00% | – |
HWM | New | HOWMET AEROSPACE INC COMstock | $18,000 | – | 616 | +100.0% | 0.00% | – |
A | New | AGILENT TECHNOLOGIES INC COMstock | $13,000 | – | 106 | +100.0% | 0.00% | – |
AGX | New | ARGAN INC COMstock | $9,000 | – | 205 | +100.0% | 0.00% | – |
HYS | New | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUNDetf | $13,000 | – | 129 | +100.0% | 0.00% | – |
NMFC | New | NEW MTN FIN CORP COMcef | $12,000 | – | 1,023 | +100.0% | 0.00% | – |
DTE | New | DTE ENERGY CO COMstock | $10,000 | – | 80 | +100.0% | 0.00% | – |
HBAN | New | HUNTINGTON BANCSHARES INC COMstock | $13,000 | – | 1,000 | +100.0% | 0.00% | – |
OXY | New | OCCIDENTAL PETE CORP COMstock | $9,000 | – | 519 | +100.0% | 0.00% | – |
ETN | New | EATON CORP PLC SHSstock | $13,000 | – | 105 | +100.0% | 0.00% | – |
KHC | New | KRAFT HEINZ CO COMstock | $10,000 | – | 295 | +100.0% | 0.00% | – |
KSS | New | KOHLS CORP COMstock | $12,000 | – | 303 | +100.0% | 0.00% | – |
IGIB | New | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $13,000 | – | 205 | +100.0% | 0.00% | – |
IJK | New | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $10,000 | – | 136 | +100.0% | 0.00% | – |
MRVI | New | MARAVAI LIFESCIENCES HLDGS INC COM CL Astock | $12,000 | – | 427 | +100.0% | 0.00% | – |
PEAK | New | HEALTHPEAK PROPERTIES INC COMreit | $9,000 | – | 290 | +100.0% | 0.00% | – |
VLO | New | VALERO ENERGY CORP COMstock | $10,000 | – | 168 | +100.0% | 0.00% | – |
PTC | New | PTC INC COMstock | $10,000 | – | 85 | +100.0% | 0.00% | – |
ALC | New | ALCON AG ORD SHSstock | $9,000 | – | 134 | +100.0% | 0.00% | – |
EXC | New | EXELON CORP COMstock | $9,000 | – | 211 | +100.0% | 0.00% | – |
JHS | New | HANCOCK JOHN INCOME SECS TR COMcef | $10,000 | – | 611 | +100.0% | 0.00% | – |
BOTJ | New | BANK OF THE JAMES FINL GP INC COMstock | $10,000 | – | 779 | +100.0% | 0.00% | – |
RACE | New | FERRARI N V COMstock | $11,000 | – | 50 | +100.0% | 0.00% | – |
BK | New | BANK NEW YORK MELLON CORP COMstock | $12,000 | – | 293 | +100.0% | 0.00% | – |
IXJ | New | ISHARES GLOBAL HEALTHCARE ETFetf | $13,000 | – | 170 | +100.0% | 0.00% | – |
SHYG | New | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETFetf | $13,000 | – | 291 | +100.0% | 0.00% | – |
TCPC | New | BLACKROCK TCP CAPITAL CORP COMcef | $10,000 | – | 848 | +100.0% | 0.00% | – |
BATRK | New | LIBERTY MEDIA CORP DEL COM C BRAVES GRPstock | $12,000 | – | 500 | +100.0% | 0.00% | – |
MAA | New | MID-AMER APT CMNTYS INC COMreit | $12,000 | – | 92 | +100.0% | 0.00% | – |
SJNK | New | SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETFetf | $11,000 | – | 420 | +100.0% | 0.00% | – |
PGF | New | INVESCO FINANCIAL PREFERRED ETFetf | $9,000 | – | 490 | +100.0% | 0.00% | – |
JNK | New | SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETFetf | $10,000 | – | 88 | +100.0% | 0.00% | – |
LDOS | New | LEIDOS HOLDINGS INC COMstock | $11,000 | – | 100 | +100.0% | 0.00% | – |
FTV | New | FORTIVE CORP COMstock | $13,000 | – | 186 | +100.0% | 0.00% | – |
TIPZ | New | PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf | $13,000 | – | 200 | +100.0% | 0.00% | – |
CTSH | New | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $9,000 | – | 112 | +100.0% | 0.00% | – |
PDBC | New | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFetf | $9,000 | – | 590 | +100.0% | 0.00% | – |
SHY | New | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $10,000 | – | 120 | +100.0% | 0.00% | – |
OKE | New | ONEOK INC NEW COMstock | $9,000 | – | 222 | +100.0% | 0.00% | – |
VLY | New | VALLEY NATL BANCORP COMstock | $6,000 | – | 578 | +100.0% | 0.00% | – |
NFLX | New | NETFLIX INC COMstock | $8,000 | – | 15 | +100.0% | 0.00% | – |
OVV | New | OVINTIV INC COMstock | $7,000 | – | 480 | +100.0% | 0.00% | – |
PRGO | New | PERRIGO CO PLC SHSstock | $5,000 | – | 105 | +100.0% | 0.00% | – |
NPK | New | NATIONAL PRESTO INDS INC COMstock | $7,000 | – | 79 | +100.0% | 0.00% | – |
BIIB | New | BIOGEN INC COMstock | $6,000 | – | 24 | +100.0% | 0.00% | – |
PK | New | PARK HOTELS & RESORTS INC COMreit | $3,000 | – | 200 | +100.0% | 0.00% | – |
PH | New | PARKER-HANNIFIN CORP COMstock | $7,000 | – | 24 | +100.0% | 0.00% | – |
NOV | New | NOV INC COMstock | $5,000 | – | 370 | +100.0% | 0.00% | – |
BBY | New | BEST BUY INC COMstock | $8,000 | – | 78 | +100.0% | 0.00% | – |
MLI | New | MUELLER INDS INC COMstock | $8,000 | – | 236 | +100.0% | 0.00% | – |
PLAB | New | PHOTRONICS INC COMstock | $5,000 | – | 478 | +100.0% | 0.00% | – |
MCHP | New | MICROCHIP TECHNOLOGY INC. COMstock | $3,000 | – | 23 | +100.0% | 0.00% | – |
MEI | New | METHODE ELECTRS INC COMstock | $8,000 | – | 204 | +100.0% | 0.00% | – |
PAA | New | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $3,000 | – | 357 | +100.0% | 0.00% | – |
MGRC | New | MCGRATH RENTCORP COMstock | $3,000 | – | 44 | +100.0% | 0.00% | – |
MAN | New | MANPOWERGROUP INC COMstock | $6,000 | – | 62 | +100.0% | 0.00% | – |
MYRG | New | MYR GROUP INC DEL COMstock | $3,000 | – | 49 | +100.0% | 0.00% | – |
LW | New | LAMB WESTON HLDGS INC COMstock | $5,000 | – | 66 | +100.0% | 0.00% | – |
RHI | New | ROBERT HALF INTL INC COMstock | $6,000 | – | 100 | +100.0% | 0.00% | – |
LZB | New | LA Z BOY INC COMstock | $3,000 | – | 83 | +100.0% | 0.00% | – |
KEYS | New | KEYSIGHT TECHNOLOGIES INC COMstock | $7,000 | – | 51 | +100.0% | 0.00% | – |
DJP | New | IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNetf | $3,000 | – | 129 | +100.0% | 0.00% | – |
KDP | New | KEURIG DR PEPPER INC COMstock | $5,000 | – | 145 | +100.0% | 0.00% | – |
BWA | New | BORGWARNER INC COMstock | $8,000 | – | 200 | +100.0% | 0.00% | – |
BHF | New | BRIGHTHOUSE FINL INC COMstock | $7,000 | – | 198 | +100.0% | 0.00% | – |
SAFM | New | SANDERSON FARMS INC COMstock | $4,000 | – | 30 | +100.0% | 0.00% | – |
SANM | New | SANMINA CORPORATION COMstock | $6,000 | – | 182 | +100.0% | 0.00% | – |
DXC | New | DXC TECHNOLOGY CO COMstock | $4,000 | – | 143 | +100.0% | 0.00% | – |
IEI | New | ISHARES 3-7 YEAR TREASURY BOND ETFetf | $5,000 | – | 36 | +100.0% | 0.00% | – |
BKR | New | BAKER HUGHES COMPANY CL Astock | $7,000 | – | 314 | +100.0% | 0.00% | – |
BP | New | BP PLC SPONSORED ADRadr | $7,000 | – | 327 | +100.0% | 0.00% | – |
IDV | New | ISHARES INTERNATIONAL SELECT DIVIDEND ETFetf | $3,000 | – | 110 | +100.0% | 0.00% | – |
SEB | New | SEABOARD CORP DEL COMstock | $3,000 | – | 1 | +100.0% | 0.00% | – |
BKE | New | BUCKLE INC COMstock | $4,000 | – | 129 | +100.0% | 0.00% | – |
IYR | New | ISHARES U.S. REAL ESTATE ETFetf | $8,000 | – | 94 | +100.0% | 0.00% | – |
CDK | New | CDK GLOBAL INC COMstock | $8,000 | – | 156 | +100.0% | 0.00% | – |
IJJ | New | ISHARES S&P MID-CAP 400 VALUE ETFetf | $8,000 | – | 92 | +100.0% | 0.00% | – |
CPB | New | CAMPBELL SOUP CO COMstock | $5,000 | – | 110 | +100.0% | 0.00% | – |
SXI | New | STANDEX INTL CORP COMstock | $6,000 | – | 77 | +100.0% | 0.00% | – |
SWK | New | STANLEY BLACK & DECKER INC COMstock | $3,000 | – | 19 | +100.0% | 0.00% | – |
IEF | New | ISHARES 7-10 YEAR TREASURY BOND ETFetf | $5,000 | – | 42 | +100.0% | 0.00% | – |
TLT | New | ISHARES 20 YEAR TREASURY BOND ETFetf | $6,000 | – | 37 | +100.0% | 0.00% | – |
CHTR | New | CHARTER COMMUNICATIONS INC NEW CL Astock | $5,000 | – | 7 | +100.0% | 0.00% | – |
CC | New | CHEMOURS CO COMstock | $7,000 | – | 288 | +100.0% | 0.00% | – |
SYKE | New | SYKES ENTERPRISES INC COMstock | $5,000 | – | 139 | +100.0% | 0.00% | – |
TMUS | New | T-MOBILE US INC COMstock | $8,000 | – | 59 | +100.0% | 0.00% | – |
TLS | New | TELOS CORP MD COMstock | $3,000 | – | 103 | +100.0% | 0.00% | – |
CLNE | New | CLEAN ENERGY FUELS CORP COMstock | $8,000 | – | 967 | +100.0% | 0.00% | – |
IP | New | INTERNATIONAL PAPER CO COMstock | $7,000 | – | 150 | +100.0% | 0.00% | – |
IDCC | New | INTERDIGITAL INC COMstock | $5,000 | – | 85 | +100.0% | 0.00% | – |
INGR | New | INGREDION INC COMstock | $8,000 | – | 102 | +100.0% | 0.00% | – |
ARNC | New | ARCONIC CORPORATION COMstock | $6,000 | – | 204 | +100.0% | 0.00% | – |
TUP | New | TUPPERWARE BRANDS CORP COMstock | $3,000 | – | 102 | +100.0% | 0.00% | – |
HY | New | HYSTER YALE MATLS HANDLING INC CL Astock | $7,000 | – | 114 | +100.0% | 0.00% | – |
HUBG | New | HUB GROUP INC CL Astock | $5,000 | – | 89 | +100.0% | 0.00% | – |
USNA | New | USANA HEALTH SCIENCES INC COMstock | $7,000 | – | 86 | +100.0% | 0.00% | – |
ULTA | New | ULTA BEAUTY INC COMstock | $4,000 | – | 15 | +100.0% | 0.00% | – |
APOG | New | APOGEE ENTERPRISES INC COMstock | $6,000 | – | 193 | +100.0% | 0.00% | – |
HRL | New | HORMEL FOODS CORP COMstock | $4,000 | – | 80 | +100.0% | 0.00% | – |
FIX | New | COMFORT SYS USA INC COMstock | $3,000 | – | 50 | +100.0% | 0.00% | – |
URI | New | UNITED RENTALS INC COMstock | $3,000 | – | 15 | +100.0% | 0.00% | – |
UNIT | New | UNITI GROUP INC COMreit | $3,000 | – | 229 | +100.0% | 0.00% | – |
UNM | New | UNUM GROUP COMstock | $6,000 | – | 247 | +100.0% | 0.00% | – |
HSY | New | HERSHEY CO COMstock | $7,000 | – | 49 | +100.0% | 0.00% | – |
NTCT | New | NETSCOUT SYS INC COMstock | $6,000 | – | 220 | +100.0% | 0.00% | – |
VNDA | New | VANDA PHARMACEUTICALS INC COMstock | $3,000 | – | 200 | +100.0% | 0.00% | – |
HTLD | New | HEARTLAND EXPRESS INC COMstock | $5,000 | – | 283 | +100.0% | 0.00% | – |
HWKN | New | HAWKINS INC COMstock | $5,000 | – | 102 | +100.0% | 0.00% | – |
HNI | New | HNI CORP COMstock | $3,000 | – | 87 | +100.0% | 0.00% | – |
OMAB | New | GRUPO AEROPORTUARIO DEL CENTRO SPON ADRadr | $3,000 | – | 50 | +100.0% | 0.00% | – |
CAG | New | CONAGRA BRANDS INC COMstock | $7,000 | – | 200 | +100.0% | 0.00% | – |
AA | New | ALCOA CORP COMstock | $5,000 | – | 205 | +100.0% | 0.00% | – |
VAW | New | VANGUARD MATERIALS INDEX FUNDetf | $3,000 | – | 19 | +100.0% | 0.00% | – |
FF | New | FUTUREFUEL CORP COMstock | $6,000 | – | 479 | +100.0% | 0.00% | – |
AEGN | New | AEGION CORP COMstock | $3,000 | – | 150 | +100.0% | 0.00% | – |
ATGE | New | ADTALEM GLOBAL ED INC COMstock | $7,000 | – | 197 | +100.0% | 0.00% | – |
FL | New | FOOT LOCKER INC COMstock | $8,000 | – | 200 | +100.0% | 0.00% | – |
FISV | New | FISERV INC COMstock | $7,000 | – | 61 | +100.0% | 0.00% | – |
FRC | New | FIRST REP BK SAN FRANCISCO CAL COMstock | $7,000 | – | 45 | +100.0% | 0.00% | – |
WAB | New | WABTEC COMstock | $4,000 | – | 60 | +100.0% | 0.00% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC COMstock | $8,000 | – | 209 | +100.0% | 0.00% | – |
WMK | New | WEIS MKTS INC COMstock | $5,000 | – | 102 | +100.0% | 0.00% | – |
AZZ | New | AZZ INC COMstock | $7,000 | – | 138 | +100.0% | 0.00% | – |
ATNI | New | ATN INTL INC COMstock | $4,000 | – | 103 | +100.0% | 0.00% | – |
ET | New | ENERGY TRANSFER LP COM UT LTD PTNstock | $3,000 | – | 462 | +100.0% | 0.00% | – |
WIRE | New | ENCORE WIRE CORP COMstock | $4,000 | – | 61 | +100.0% | 0.00% | – |
AMLP | New | ALERIAN MLP ETFetf | $3,000 | – | 128 | +100.0% | 0.00% | – |
ECL | New | ECOLAB INC COMstock | $4,000 | – | 18 | +100.0% | 0.00% | – |
DS | New | DRIVE SHACK INC COMstock | $6,000 | – | 2,450 | +100.0% | 0.00% | – |
ZUMZ | New | ZUMIEZ INC COMstock | $6,000 | – | 167 | +100.0% | 0.00% | – |
CCI | New | CROWN CASTLE INTL CORP NEW COMreit | $6,000 | – | 35 | +100.0% | 0.00% | – |
DISCK | New | DISCOVERY INC COM SER Cstock | $8,000 | – | 313 | +100.0% | 0.00% | – |
DLR | New | DIGITAL RLTY TR INC COMreit | $5,000 | – | 35 | +100.0% | 0.00% | – |
DKS | New | DICKS SPORTING GOODS INC COMstock | $3,000 | – | 51 | +100.0% | 0.00% | – |
JCI | New | JOHNSON CTLS INTL PLC SHSstock | $4,000 | – | 95 | +100.0% | 0.00% | – |
DLX | New | DELUXE CORP COMstock | $6,000 | – | 200 | +100.0% | 0.00% | – |
NESR | New | NATIONAL ENERGY SERVICES REUNI SHSstock | $7,000 | – | 701 | +100.0% | 0.00% | – |
NLOK | New | NORTONLIFELOCK INC COMstock | $3,000 | – | 129 | +100.0% | 0.00% | – |
NI | New | NISOURCE INC COMstock | $8,000 | – | 340 | +100.0% | 0.00% | – |
OMC | New | OMNICOM GROUP INC COMstock | $5,000 | – | 73 | +100.0% | 0.00% | – |
PNR | New | PENTAIR PLC SHSstock | $7,000 | – | 123 | +100.0% | 0.00% | – |
SXC | New | SUNCOKE ENERGY INC COMstock | $0 | – | 64 | +100.0% | 0.00% | – |
FONR | New | FONAR CORP COM NEWstock | $0 | – | 20 | +100.0% | 0.00% | – |
OPI | New | OFFICE PPTYS INCOME TR COM SHS BEN INTreit | $1,000 | – | 48 | +100.0% | 0.00% | – |
VRTS | New | VIRTUS INVT PARTNERS INC COMstock | $2,000 | – | 10 | +100.0% | 0.00% | – |
VC | New | VISTEON CORP COM NEWstock | $0 | – | 1 | +100.0% | 0.00% | – |
BBU | New | BROOKFIELD BUSINESS PARTNERS L UNIT LTD L Pstock | $0 | – | 8 | +100.0% | 0.00% | – |
SJM | New | SMUCKER J M CO COM NEWstock | $2,000 | – | 18 | +100.0% | 0.00% | – |
FFIV | New | F5 NETWORKS INC COMstock | $2,000 | – | 10 | +100.0% | 0.00% | – |
AVNS | New | AVANOS MED INC COMstock | $0 | – | 6 | +100.0% | 0.00% | – |
BIP | New | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $1,000 | – | 12 | +100.0% | 0.00% | – |
SVC | New | SERVICE PPTYS TR COM SH BEN INTreit | $1,000 | – | 55 | +100.0% | 0.00% | – |
MHO | New | M/I HOMES INC COMstock | $2,000 | – | 41 | +100.0% | 0.00% | – |
IYF | New | ISHARES U.S. FINANCIALS ETFetf | $1,000 | – | 14 | +100.0% | 0.00% | – |
CNSL | New | CONSOLIDATED COMM HLDGS INC COMstock | $0 | – | 18 | +100.0% | 0.00% | – |
PRSP | New | PERSPECTA INC COMstock | $2,000 | – | 89 | +100.0% | 0.00% | – |
New | MICRO FOCUS INTL PLC SPON ADR NEWadr | $1,000 | – | 189 | +100.0% | 0.00% | – | |
BIPC | New | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $0 | – | 1 | +100.0% | 0.00% | – |
RWO | New | SPDR DOW JONES GLOBAL REAL ESTATE ETFetf | $0 | – | 6 | +100.0% | 0.00% | – |
KEY | New | KEYCORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
ETH | New | ETHAN ALLEN INTERIORS INC COMstock | $1,000 | – | 48 | +100.0% | 0.00% | – |
NPO | New | ENPRO INDS INC COMstock | $2,000 | – | 30 | +100.0% | 0.00% | – |
NTCO | New | NATURA &CO HLDG S A ADSadr | $0 | – | 1 | +100.0% | 0.00% | – |
NWS | New | NEWS CORP NEW CL Bstock | $0 | – | 10 | +100.0% | 0.00% | – |
VIAC | New | VIACOMCBS INC CL Bstock | $1,000 | – | 34 | +100.0% | 0.00% | – |
KTB | New | KONTOOR BRANDS INC COMstock | $2,000 | – | 55 | +100.0% | 0.00% | – |
DVN | New | DEVON ENERGY CORP NEW COMstock | $1,000 | – | 89 | +100.0% | 0.00% | – |
PRDO | New | PERDOCEO ED CORP COMstock | $1,000 | – | 65 | +100.0% | 0.00% | – |
AIG | New | AMERICAN INTL GROUP INC COM NEWstock | $0 | – | 8 | +100.0% | 0.00% | – |
AMBC | New | AMBAC FINL GROUP INC COM NEWstock | $1,000 | – | 35 | +100.0% | 0.00% | – |
AMWD | New | AMERICAN WOODMARK CORPORATION COMstock | $1,000 | – | 12 | +100.0% | 0.00% | – |
MLPA | New | GLOBAL X MLP ETFetf | $2,000 | – | 55 | +100.0% | 0.00% | – |
REZI | New | RESIDEO TECHNOLOGIES INC COMstock | $0 | – | 23 | +100.0% | 0.00% | – |
HBI | New | HANESBRANDS INC COMstock | $0 | – | 8 | +100.0% | 0.00% | – |
GTX | New | GARRETT MOTION INC COMstock | $0 | – | 38 | +100.0% | 0.00% | – |
GPS | New | GAP INC COMstock | $1,000 | – | 47 | +100.0% | 0.00% | – |
MLNX | New | MELLANOX TECHNOLOGIES LTD SHSstock | $0 | – | 85 | +100.0% | 0.00% | – |
RMR | New | RMR GROUP INC CL Astock | $2,000 | – | 41 | +100.0% | 0.00% | – |
LUMN | New | LUMEN TECHNOLOGIES INC COMstock | $2,000 | – | 221 | +100.0% | 0.00% | – |
USLM | New | UNITED STS LIME & MINERALS INC COMstock | $1,000 | – | 11 | +100.0% | 0.00% | – |
AIN | New | ALBANY INTL CORP CL Astock | $1,000 | – | 20 | +100.0% | 0.00% | – |
VTWO | New | VANGUARD RUSSELL 2000 ETFetf | $2,000 | – | 10 | +100.0% | 0.00% | – |
UN | New | UNILEVER N V N Y SHS NEWadr | $0 | – | 0 | +100.0% | 0.00% | – |
NBR | New | NABORS INDUSTRIES LTD SHSstock | $0 | – | 5 | +100.0% | 0.00% | – |
ILPT | New | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INTreit | $2,000 | – | 93 | +100.0% | 0.00% | – |
FOX | New | FOX CORP CL B COMstock | $0 | – | 14 | +100.0% | 0.00% | – |
FCAU | New | STELLANTIS N.V SHSstock | $2,000 | – | 106 | +100.0% | 0.00% | – |
INSM | New | INSMED INC COM PAR $.01stock | $0 | – | 2 | +100.0% | 0.00% | – |
FOF | New | COHEN & STEERS CLOSED END OPPO COMcef | $2,000 | – | 125 | +100.0% | 0.00% | – |
TOL | New | TOLL BROTHERS INC COMstock | $2,000 | – | 50 | +100.0% | 0.00% | – |
ASIX | New | ADVANSIX INC COMstock | $0 | – | 5 | +100.0% | 0.00% | – |
PJT | New | PJT PARTNERS INC COM CL Astock | $2,000 | – | 22 | +100.0% | 0.00% | – |
VVR | New | INVESCO SR INCOME TR COMcef | $2,000 | – | 387 | +100.0% | 0.00% | – |
TDF | New | TEMPLETON DRAGON FD INC COMcef | $0 | – | 12 | +100.0% | 0.00% | – |
PWV | New | INVESCO DYNAMIC LARGE CAP VALUE ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
MMT | New | MFS MULTIMARKET INCOME TR SH BEN INTcef | $1,000 | – | 220 | +100.0% | 0.00% | – |
QQQM | New | INVESCO NASDAQ 100 ETFetf | $2,000 | – | 12 | +100.0% | 0.00% | – |
COOP | New | MR COOPER GROUP INC COMstock | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEW | 20 | Q3 2023 | 5.7% |
SPDR S&P DIVIDEND ETF | 20 | Q3 2023 | 5.4% |
VANGUARD SHORT-TERM BOND INDEX FUND | 20 | Q3 2023 | 6.1% |
ISHARES TR | 20 | Q3 2023 | 12.1% |
SELECT SECTOR SPDR TR | 20 | Q3 2023 | 4.1% |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 20 | Q3 2023 | 4.9% |
VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 3.9% |
VANGUARD WHITEHALL FDS INC | 20 | Q3 2023 | 4.0% |
ISHARES TR | 20 | Q3 2023 | 4.4% |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 20 | Q3 2023 | 2.7% |
View Graves Light Lenhart Wealth, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View Graves Light Lenhart Wealth, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.