Graves Light Lenhart Wealth, Inc.
Top Portfolio Positions
104 positions ·
$160,438,947 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
108,058 | $27,424,039 | 17.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
69,681 | $20,037,468 | 12.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
50,552 | $10,528,465 | 6.56% | |
| CVX |
Chevron Corp
Energy
|
39,081 | $8,085,858 | 5.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
26,288 | $7,732,878 | 4.82% | |
| SYY |
Sysco Corp
Consumer Defensive
|
96,458 | $6,880,349 | 4.29% | |
| XOM |
Exxon Mobil Corp
Energy
|
31,410 | $5,329,020 | 3.32% | |
| MSFT |
Microsoft Corp
Technology
|
11,453 | $4,239,557 | 2.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,384 | $4,151,770 | 2.59% | |
| PKG |
Packaging Corp Of America
Consumer Cyclical
|
12,978 | $2,754,191 | 1.72% |
Portfolio Trend
Holdings in CHY
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,486 | 23,828 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $269,494 | 23,828 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $267,350 | 23,828 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $261,869 | 23,828 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $240,662 | 23,828 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $289,271 | 23,828 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $284,268 | 23,828 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $265,920 | 23,828 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $281,408 | 23,828 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $273,307 | 23,828 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $265,920 | 23,828 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $267,588 | 23,828 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $260,201 | 23,828 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $251,385 | 23,828 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $240,424 | 23,828 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $266,158 | 23,828 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $335,974 | 23,828 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $385,537 | 23,828 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $372,431 | 23,828 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $388,872 | 23,828 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $355,275 | 23,828 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $340,263 | 23,828 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $278,311 | 23,828 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $270,209 | 23,828 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $210,639 | 23,828 | Shares | Sole | 2020-04-29 | |
| No quarters match your search. | ||||||