HoldingsChannel.com
Graves Light Private Wealth Management Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $21,280
     BRK.B85,152+4,824$15,568
     BRK.A21UNCH$5,712
VANGUARD BD INDEX FDS (BSV) 243,798 +34,327 $20,035
     BSV243,798+34,327$20,035
SPDR SER TR (SDY) 215,853 +2,318 $17,238
     SDY215,853+2,318$17,238
APPLE INC 61,554 -338 $15,653
     AAPL61,554-338$15,653
SELECT SECTOR SPDR TR (XLV) 172,805 +1,921 $15,307
     XLV172,805+1,921$15,307
VANGUARD SPECIALIZED FUNDS (VIG) 137,371 +3,791 $14,203
     VIG137,371+3,791$14,203
VANGUARD WHITEHALL FDS (VYM) 186,657 +1,297 $13,206
     VYM186,657+1,297$13,206
ISHARES TR (AGG) 109,602 -6,115 $12,645
     AGG109,602-6,115$12,645
ISHARES TR (SUB) 111,622 -5,662 $11,865
     SUB111,622-5,662$11,865
VANGUARD MALVERN FDS (VTIP) 206,776 +52,494 $10,074
     VTIP206,776+52,494$10,074
WISDOMTREE TR 116,821 +1,073 $9,455
     DLN116,821+1,073$9,455
VERIZON COMMUNICATIONS INC 167,854 -4,318 $9,019
     VZ167,854-4,318$9,019
VANGUARD SCOTTSDALE FDS (VCSH) 111,067 -77,170 $8,785
     VCSH111,067-77,170$8,785
INVESCO EXCHANGE TRADED FD T (SPHQ) 270,778 -9,380 $8,104
     SPHQ270,778-9,380$8,104
JPMORGAN CHASE & CO 87,819 +394 $7,906
     JPM87,819+394$7,906
ISHARES TR (MUB) 65,636 -10,416 $7,418
     MUB65,636-10,416$7,418
ISHARES TR (EFAV) 101,379 +10,205 $6,291
     EFAV101,379+10,205$6,291
ISHARES TR (IWB) 42,749 UNCH $6,050
     IWB42,749UNCH$6,050
SCHWAB STRATEGIC TR 105,644 -3,024 $5,733
     SCHZ105,644-3,024$5,733
US BANCORP DEL 141,914 -12,381 $4,889
     USB141,914-12,381$4,889
ALPHABET INC 4,145 +86 $4,816
     GOOGL4,145+86$4,816
SYSCO CORP 103,040 -128 $4,702
     SYY103,040-128$4,702
CHEVRON CORP NEW 63,346 +10,411 $4,590
     CVX63,346+10,411$4,590
VANGUARD BD INDEX FDS (BND) 52,866 -5,254 $4,512
     BND52,866-5,254$4,512
ISHARES TR (IJH) 29,138 -135 $4,192
     IJH29,138-135$4,192
PNC FINL SVCS GROUP INC 43,225 -149 $4,138
     PNC43,225-149$4,138
VANGUARD INDEX FDS (VTI) 29,969 +899 $3,863
     VTI29,969+899$3,863
DOMINION ENERGY INC 51,253 +36 $3,700
     D51,253+36$3,700
ISHARES TR (EFA) 68,397 -1,197 $3,656
     EFA68,397-1,197$3,656
KONINKLIJKE PHILIPS N V 89,576 -318 $3,597
     PHG89,576-318$3,597
GOLDMAN SACHS GROUP INC 22,563 -2,010 $3,488
     GS22,563-2,010$3,488
VANGUARD INTL EQUITY INDEX F (VEU) 84,961 -24,964 $3,485
     VEU84,961-24,964$3,485
MERCK & CO. INC 43,121 +198 $3,318
     MRK43,121+198$3,318
ISHARES TR (DVY) 44,958 -563 $3,306
     DVY44,958-563$3,306
ISHARES TR (IJR) 55,600 +3,824 $3,120
     IJR55,600+3,824$3,120
SPDR S&P 500 ETF TR (SPY) 11,650 +426 $3,003
     SPY11,650+426$3,003
ISHARES TR (IGM) 14,032 UNCH $2,972
     IGM14,032UNCH$2,972
MICROSOFT CORP 17,845 +385 $2,814
     MSFT17,845+385$2,814
BRISTOL MYERS SQUIBB CO 48,926 +1,594 $2,727
     BMY48,926+1,594$2,727
ALPHABET INC 2,326 +20 $2,705
     GOOG2,326+20$2,705
ISHARES TR (IVV) 10,438 -525 $2,697
     IVV10,438-525$2,697
ISHARES INC (ACWV) 33,328 UNCH $2,678
     ACWV33,328UNCH$2,678
ISHARES TR (IWN) 28,897 -3,715 $2,370
     IWN28,897-3,715$2,370
ISHARES TR (ACWX) 58,696 -3,100 $2,210
     ACWX58,696-3,100$2,210
PROCTER & GAMBLE CO 19,263 +222 $2,119
     PG19,263+222$2,119
TRUIST FINL CORP 66,332 +898 $2,046
     TFC66,332+898$2,046
EOG RES INC 56,312 -780 $2,023
     EOG56,312-780$2,023
DUKE ENERGY CORP NEW 24,488 -83 $1,981
     DUK24,488-83$1,981
SHENANDOAH TELECOMMUNICATION 39,332 -1,100 $1,937
     SHEN39,332-1,100$1,937
DISNEY WALT CO 18,667 +132 $1,803
     DIS18,667+132$1,803

See Full List: All Stocks Held By Graves Light Private Wealth Management Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Graves Light Private Wealth Management Inc.

Size ($ in 1000's)
At 03/31/2020: $371,015
At 12/31/2019: $475,715

Graves Light Private Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Graves Light Private Wealth Management Inc. 13F filings. Link to 13F filings: SEC filings

Graves Light Private Wealth Management Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.