HoldingsChannel.com
Graves Light Private Wealth Management Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $25,325
     BRK.B80,328+584$18,194
     BRK.A21UNCH$7,131
SPDR SERIES TRUST (SDY) 213,535 -1,213 $22,970
     SDY213,535-1,213$22,970
APPLE INC 61,892 -753 $18,175
     AAPL61,892-753$18,175
SELECT SECTOR SPDR TR (XLV) 170,884 -670 $17,406
     XLV170,884-670$17,406
VANGUARD WHITEHALL FDS INC (VYM) 185,360 -112 $17,370
     VYM185,360-112$17,370
VANGUARD BD INDEX FD INC (BSV) 209,471 +14,819 $16,885
     BSV209,471+14,819$16,885
VANGUARD GROUP (VIG) 133,580 -681 $16,652
     VIG133,580-681$16,652
VANGUARD SCOTTSDALE FDS (VCSH) 188,237 +9,020 $15,253
     VCSH188,237+9,020$15,253
ISHARES TR (AGG) 115,717 +5,707 $13,003
     AGG115,717+5,707$13,003
ISHARES TR (SUB) 117,284 +4,849 $12,524
     SUB117,284+4,849$12,524
WISDOMTREE TR 115,748 +390 $12,261
     DLN115,748+390$12,261
JPMORGAN CHASE & CO 87,425 -540 $12,187
     JPM87,425-540$12,187
VERIZON COMMUNICATIONS INC 172,172 +113 $10,571
     VZ172,172+113$10,571
INVESCO EXCHANGE TRADED FD T (SPHQ) 280,158 -6,716 $10,245
     SPHQ280,158-6,716$10,245
US BANCORP DEL 154,295 -252 $9,148
     USB154,295-252$9,148
SYSCO CORP 103,168 -665 $8,825
     SYY103,168-665$8,825
ISHARES TR (MUB) 76,052 +9 $8,663
     MUB76,052+9$8,663
ISHARES TR (IWB) 42,749 UNCH $7,627
     IWB42,749UNCH$7,627
VANGUARD MALVERN FDS (VTIP) 154,282 +5,735 $7,603
     VTIP154,282+5,735$7,603
PNC FINL SVCS GROUP INC 43,374 -117 $6,924
     PNC43,374-117$6,924
VANECK VECTORS ETF TRUST (VNM) 431,337 +16,798 $6,897
     VNM431,337+16,798$6,897
ISHARES TR (EFAV) 91,174 +3,959 $6,796
     EFAV91,174+3,959$6,796
CHEVRON CORP NEW 52,935 +557 $6,379
     CVX52,935+557$6,379
ISHARES TR (IJH) 29,273 -50 $6,025
     IJH29,273-50$6,025
VANGUARD INTL EQUITY INDEX F (VEU) 109,925 +5 $5,908
     VEU109,925+5$5,908
SCHWAB STRATEGIC TR 108,668 +3,760 $5,806
     SCHZ108,668+3,760$5,806
GOLDMAN SACHS GROUP INC 24,573 +2,627 $5,650
     GS24,573+2,627$5,650
ALPHABET INC 4,059 -3 $5,437
     GOOGL4,059-3$5,437
VANGUARD BD INDEX FD INC (BND) 58,120 +5,806 $4,874
     BND58,120+5,806$4,874
ISHARES TR (EFA) 69,594 +5,441 $4,833
     EFA69,594+5,441$4,833
ISHARES TR (DVY) 45,521 -1,235 $4,810
     DVY45,521-1,235$4,810
EOG RES INC 57,092 +15,538 $4,782
     EOG57,092+15,538$4,782
VANGUARD INDEX FDS (VTI) 29,070 +67 $4,757
     VTI29,070+67$4,757
KONINKLIJKE PHILIPS N V 89,894 +287 $4,387
     PHG89,894+287$4,387
ISHARES TR (IJR) 51,776 -98 $4,341
     IJR51,776-98$4,341
DOMINION ENERGY INC 51,217 +699 $4,242
     D51,217+699$4,242
ISHARES TR (IWN) 32,612 +13,425 $4,193
     IWN32,612+13,425$4,193
MERCK & CO INC 42,923 -70 $3,904
     MRK42,923-70$3,904
TRUIST FINL CORP 65,434 +65,434 $3,685
     TFC65,434+65,434$3,685
SPDR S&P 500 ETF TR (SPY) 11,224 -105 $3,613
     SPY11,224-105$3,613
ISHARES TR (IVV) 10,963 +404 $3,544
     IVV10,963+404$3,544
ISHARES TR (IGM) 14,032 UNCH $3,398
     IGM14,032UNCH$3,398
EXXON MOBIL CORP 47,172 -36,223 $3,292
     XOM47,172-36,223$3,292
ISHARES INC (ACWV) 33,328 -20 $3,194
     ACWV33,328-20$3,194
ALPHABET INC 2,306 +1 $3,083
     GOOG2,306+1$3,083
BRISTOL MYERS SQUIBB CO 47,332 +708 $3,038
     BMY47,332+708$3,038
ISHARES TR (ACWX) 61,796 +18 $3,035
     ACWX61,796+18$3,035
MICROSOFT CORP 17,460 -132 $2,753
     MSFT17,460-132$2,753
DISNEY WALT CO 18,535 +144 $2,681
     DIS18,535+144$2,681
PROCTER & GAMBLE CO 19,041 -21 $2,378
     PG19,041-21$2,378

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 12/31/2019: $475,715
At 09/30/2019: $453,194

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

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