Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRAVES LIGHT LENHART WEALTH INC | 02-09-2024 | 12-31-2023 | 181 | 805,036,700 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP COM | Stock | 201 | $639,910 | 12,735 | 0.00 | 0.00 | -700 | -5.21 | 12-31-2023 |
| JPMORGAN USD High Yield Corporate Bond ETF | ETF | 202 | $613,694 | 13,366 | 0.00 | 0.00 | -4,869 | -26.70 | 12-31-2023 |
| VANGUARD HEALTH CARE ETF | ETF | 203 | $601,429 | 2,399 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR S&P BANK ETF | ETF | 204 | $582,533 | 12,658 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
