Portfolio (Quarterly)
Guide ↗
Graves Light Lenhart Wealth, Inc.
· CIK 0001759803| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | DD | DUPONT DE NEMOURS INC | Basic Materials | 54,851 | $4.3M | 0.47% | SOLD |
| 2 | FXNC | FIRST NATL CORP | Financial Services | 60,637 | $1.4M | 0.15% | SOLD |
| 3 | SH | PROSHARES TR | — | 17,658 | $653K | 0.07% | SOLD |
| 4 | WMT | WALMART INC | Consumer Defensive | 2,269 | $234K | 0.03% | SOLD |
| 5 | LRGF | ISHARES TR | — | 3,239 | $224K | 0.03% | SOLD |
| 6 | EMN | EASTMAN CHEM CO | Basic Materials | 3,438 | $217K | 0.02% | SOLD |
| 7 | MSI | MOTOROLA SOLUTIONS INC | Technology | 470 | $215K | 0.02% | SOLD |
| 8 | SCI | SERVICE CORP INTL | Consumer Cyclical | 2,553 | $212K | 0.02% | SOLD |
| 9 | HON | HONEYWELL INTL INC | Industrials | 1,007 | $212K | 0.02% | SOLD |
| 10 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 336 | $200K | 0.02% | SOLD |
Sector Allocation
Technology
24.0%
Communication Services
20.0%
Financial Services
17.8%
Consumer Cyclical
9.3%
Consumer Defensive
7.7%
Energy
6.9%
Healthcare
6.5%
Industrials
4.3%
Utilities
3.2%
Basic Materials
0.2%