's portfolio and holdings - Jun 2025

As per corporate shareholdings filed for May-2025, people matching 0C0000BLRS publicly holds 102 stocks with a net worth of over US$ 197.5 M.

These are shares held by 0C0000BLRS as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Vmware Inc. - Ordinary Shares - Class A Graves-Light Private Wealth Management, Inc. 142.48 1,713 0.00% 0.00 244.1 K
Apple Inc Graves-Light Private Wealth Management, Inc. 209.05 109,948 0.00% 0.00 23.0 M
Abbvie Inc Graves-Light Private Wealth Management, Inc. 189.31 3,453 0.00% 0.00 653.7 K
Abbott Laboratories Graves-Light Private Wealth Management, Inc. 128.55 4,474 0.00% 0.00 575.1 K
Automatic Data Processing Inc. Graves-Light Private Wealth Management, Inc. 310.94 1,454 0.00% 0.00 452.1 K
American Electric Power Company Inc. Graves-Light Private Wealth Management, Inc. 113.25 6,771 0.00% 0.00 766.8 K
Allstate Corp (The) Graves-Light Private Wealth Management, Inc. 192.28 2,446 0.00% 0.00 470.3 K
Applied Materials Inc. Graves-Light Private Wealth Management, Inc. 189.39 1,177 0.00% NEW 222.9 K
AMGEN Inc. Graves-Light Private Wealth Management, Inc. 301.37 1,207 0.00% 0.00 363.8 K
Ameriprise Financial Inc Graves-Light Private Wealth Management, Inc. 519.75 606 0.00% 0.00 315.0 K
Amazon.com Inc. Graves-Light Private Wealth Management, Inc. 230.19 50,710 0.00% 0.00 11.7 M
Air Products & Chemicals Inc. Graves-Light Private Wealth Management, Inc. 290.13 1,494 0.00% 0.00 433.5 K
Atlantic Union Bankshares Corp Graves-Light Private Wealth Management, Inc. 32.23 14,048 0.01% 0.00 452.8 K
Broadcom Inc Graves-Light Private Wealth Management, Inc. 302.62 3,266 0.00% 0.00 988.4 K
American Express Co. Graves-Light Private Wealth Management, Inc. 303.41 2,751 0.00% 0.00 834.7 K
Boeing Co. Graves-Light Private Wealth Management, Inc. 225.84 1,543 0.00% 0.00 348.5 K
Bank Of America Corp. Graves-Light Private Wealth Management, Inc. 47.96 24,991 0.00% 0.00 1.2 M
Blackstone Strategic Credit 2027 Term Fund Graves-Light Private Wealth Management, Inc. 12.42 10,000 0.02% 0.00 124.2 K
Bristol-Myers Squibb Co. Graves-Light Private Wealth Management, Inc. 45.98 4,863 0.00% 0.00 223.6 K
Berkshire Hathaway Inc. - Ordinary Shares - Class A Graves-Light Private Wealth Management, Inc. 714175.00 7 0.00% 0.00 5.0 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Graves-Light Private Wealth Management, Inc. 476.00 74,402 0.00% 0.00 35.4 M
Caterpillar Inc. Graves-Light Private Wealth Management, Inc. 434.12 1,233 0.00% 0.00 535.3 K
Cummins Inc. Graves-Light Private Wealth Management, Inc. 365.50 663 0.00% 0.00 242.3 K
Costco Wholesale Corp Graves-Light Private Wealth Management, Inc. 927.51 2,952 0.00% 0.00 2.7 M
Cisco Systems, Inc. Graves-Light Private Wealth Management, Inc. 68.28 4,713 0.00% 0.00 321.8 K
CSX Corp. Graves-Light Private Wealth Management, Inc. 35.29 20,565 0.00% 0.00 725.7 K
Chevron Corp. Graves-Light Private Wealth Management, Inc. 153.56 39,322 0.00% 0.00 6.0 M
Dominion Energy Inc Graves-Light Private Wealth Management, Inc. 58.25 34,825 0.00% 0.00 2.0 M
DuPont de Nemours Inc Graves-Light Private Wealth Management, Inc. 72.20 58,459 0.01% 0.00 4.2 M
Deere & Co. Graves-Light Private Wealth Management, Inc. 507.87 456 0.00% 0.00 231.6 K
Danaher Corp. Graves-Light Private Wealth Management, Inc. 203.99 1,270 0.00% 0.00 259.1 K
Walt Disney Co (The) Graves-Light Private Wealth Management, Inc. 119.54 33,866 0.00% 0.00 4.0 M
Duke Energy Corp. Graves-Light Private Wealth Management, Inc. 120.48 18,384 0.00% 0.00 2.2 M
Elevance Health Inc Graves-Light Private Wealth Management, Inc. 293.55 2,818 0.00% 0.00 827.2 K
Eastman Chemical Co Graves-Light Private Wealth Management, Inc. 73.43 3,443 0.00% 0.00 252.8 K
Emerson Electric Co. Graves-Light Private Wealth Management, Inc. 146.06 8,935 0.00% 0.00 1.3 M
Enbridge Inc Graves-Light Private Wealth Management, Inc. 44.98 10,598 0.00% 0.00 476.7 K
EOG Resources, Inc. Graves-Light Private Wealth Management, Inc. 121.24 7,220 0.00% 0.00 875.4 K
First National Corp. (Strasburg, VA) Graves-Light Private Wealth Management, Inc. 21.69 60,637 0.67% 0.00 1.3 M
General Electric Co. Graves-Light Private Wealth Management, Inc. 273.55 2,908 0.00% 0.00 795.5 K
GE Vernova Inc. Graves-Light Private Wealth Management, Inc. 655.00 717 0.00% 0.00 469.6 K
Corning, Inc. Graves-Light Private Wealth Management, Inc. 62.61 4,673 0.00% NEW 292.6 K
Alphabet Inc - Ordinary Shares - Class C Graves-Light Private Wealth Management, Inc. 197.44 25,644 0.00% 0.00 5.1 M
Alphabet Inc - Ordinary Shares - Class A Graves-Light Private Wealth Management, Inc. 196.53 77,131 0.00% 0.00 15.2 M
Home Depot, Inc. Graves-Light Private Wealth Management, Inc. 372.08 2,059 0.00% 0.00 766.1 K
Honeywell International Inc Graves-Light Private Wealth Management, Inc. 222.16 1,011 0.00% 0.00 224.6 K
International Business Machines Corp. Graves-Light Private Wealth Management, Inc. 260.26 3,305 0.00% 0.00 860.2 K
Intel Corp. Graves-Light Private Wealth Management, Inc. 20.34 11,048 0.00% 0.00 224.7 K
Intuit Inc Graves-Light Private Wealth Management, Inc. 807.39 392 0.00% 0.00 316.5 K
Illinois Tool Works, Inc. Graves-Light Private Wealth Management, Inc. 253.67 1,333 0.00% 0.00 338.1 K
Johnson & Johnson Graves-Light Private Wealth Management, Inc. 167.26 8,223 0.00% 0.00 1.4 M
JPMorgan Chase & Co. Graves-Light Private Wealth Management, Inc. 299.63 38,583 0.00% 0.00 11.6 M
Coca-Cola Co Graves-Light Private Wealth Management, Inc. 68.75 9,649 0.00% 0.00 663.4 K
Lilly(Eli) & Co Graves-Light Private Wealth Management, Inc. 760.08 2,507 0.00% 0.00 1.9 M
Cheniere Energy Inc. Graves-Light Private Wealth Management, Inc. 233.29 1,568 0.00% NEW 365.8 K
Lowe`s Cos., Inc. Graves-Light Private Wealth Management, Inc. 227.43 1,207 0.00% 0.00 274.5 K
McDonald`s Corp Graves-Light Private Wealth Management, Inc. 303.61 2,763 0.00% 0.00 838.9 K
Mckesson Corporation Graves-Light Private Wealth Management, Inc. 714.92 931 0.00% 0.00 665.6 K
Metlife Inc Graves-Light Private Wealth Management, Inc. 74.79 4,859 0.00% 0.00 363.4 K
Meta Platforms Inc - Ordinary Shares - Class A Graves-Light Private Wealth Management, Inc. 695.21 563 0.00% NEW 391.4 K
3M Co. Graves-Light Private Wealth Management, Inc. 146.62 3,610 0.00% 0.00 529.3 K
Merck & Co Inc Graves-Light Private Wealth Management, Inc. 81.75 16,618 0.00% 0.00 1.4 M
Morgan Stanley Graves-Light Private Wealth Management, Inc. 144.94 1,874 0.00% 0.00 271.6 K
Microsoft Corporation Graves-Light Private Wealth Management, Inc. 513.24 11,828 0.00% 0.00 6.1 M
Motorola Solutions Inc Graves-Light Private Wealth Management, Inc. 436.07 677 0.00% 0.00 295.2 K
Norfolk Southern Corp. Graves-Light Private Wealth Management, Inc. 279.00 1,706 0.00% 0.00 476.0 K
Northern Trust Corp. Graves-Light Private Wealth Management, Inc. 131.56 2,000 0.00% NEW 263.1 K
NVIDIA Corp Graves-Light Private Wealth Management, Inc. 179.27 5,023 0.00% 0.00 900.5 K
Oracle Corp. Graves-Light Private Wealth Management, Inc. 250.60 7,074 0.00% 0.00 1.8 M
PepsiCo Inc Graves-Light Private Wealth Management, Inc. 142.86 7,210 0.00% 0.00 1.0 M
Pfizer Inc. Graves-Light Private Wealth Management, Inc. 23.81 11,261 0.00% 0.00 268.1 K
Procter & Gamble Co. Graves-Light Private Wealth Management, Inc. 152.88 16,434 0.00% 0.00 2.5 M
Packaging Corp Of America Graves-Light Private Wealth Management, Inc. 198.43 12,978 0.01% 0.00 2.6 M
PNC Financial Services Group Inc Graves-Light Private Wealth Management, Inc. 192.55 3,598 0.00% 0.00 692.8 K
Quanta Services, Inc. Graves-Light Private Wealth Management, Inc. 411.11 801 0.00% 0.00 329.3 K
Charles Schwab Corp. Graves-Light Private Wealth Management, Inc. 98.57 2,518 0.00% 0.00 248.2 K
Service Corp. International Graves-Light Private Wealth Management, Inc. 75.63 2,553 0.00% 0.00 193.1 K
Shell Plc - ADR (Representing - Ordinary Shares) Graves-Light Private Wealth Management, Inc. 71.72 3,196 0.00% 0.00 229.2 K
Shenandoah Telecommunications Co. Graves-Light Private Wealth Management, Inc. 14.80 37,289 0.07% 0.00 551.9 K
SLB Graves-Light Private Wealth Management, Inc. 34.17 13,099 0.00% 0.00 447.6 K
Southern Company Graves-Light Private Wealth Management, Inc. 94.90 8,436 0.00% 0.00 800.6 K
Sysco Corp. Graves-Light Private Wealth Management, Inc. 80.11 96,463 0.02% 0.00 7.7 M
AT&T, Inc. Graves-Light Private Wealth Management, Inc. 27.50 20,645 0.00% 0.00 567.7 K
Truist Financial Corporation Graves-Light Private Wealth Management, Inc. 44.26 51,522 0.00% 0.00 2.3 M
T. Rowe Price Group Inc. Graves-Light Private Wealth Management, Inc. 103.90 2,967 0.00% 0.00 308.3 K
Taiwan Semiconductor Manufacturing - ADR Graves-Light Private Wealth Management, Inc. 242.91 940 0.00% NEW 228.3 K
United Bankshares, Inc. Graves-Light Private Wealth Management, Inc. 35.84 6,257 0.00% 0.00 224.3 K
UDR Inc Graves-Light Private Wealth Management, Inc. 39.79 5,758 0.00% 0.00 229.1 K
Unitedhealth Group Inc Graves-Light Private Wealth Management, Inc. 266.04 1,720 0.00% 0.00 457.6 K
Union Pacific Corp. Graves-Light Private Wealth Management, Inc. 225.28 1,518 0.00% 0.00 342.0 K
Verizon Communications Inc Graves-Light Private Wealth Management, Inc. 42.60 22,979 0.00% 0.00 978.9 K
Wells Fargo & Co. Graves-Light Private Wealth Management, Inc. 81.78 21,078 0.00% 0.00 1.7 M
Waste Management, Inc. Graves-Light Private Wealth Management, Inc. 232.51 1,095 0.00% 0.00 254.6 K
Walmart Inc Graves-Light Private Wealth Management, Inc. 97.59 2,269 0.00% NEW 221.4 K
Exxon Mobil Corp. Graves-Light Private Wealth Management, Inc. 111.90 33,696 0.00% 0.00 3.8 M
Calamos Convertible and High Income Fund Graves-Light Private Wealth Management, Inc. 10.93 23,828 0.03% 0.00 260.4 K
Gabelli Equity Trust Inc. Graves-Light Private Wealth Management, Inc. 5.86 41,224 0.01% NEW 241.6 K
KKR Income Opportunities Fund Graves-Light Private Wealth Management, Inc. 12.74 13,728 0.03% 0.00 174.9 K
BlackRock MuniYield Quality Fund Inc Graves-Light Private Wealth Management, Inc. 10.86 10,397 0.01% 0.00 112.9 K
Putnam Master Intermediate Income Trust Graves-Light Private Wealth Management, Inc. 3.30 14,300 0.03% 0.00 47.2 K
Royce Value Trust Inc Graves-Light Private Wealth Management, Inc. 15.27 10,253 0.01% NEW 156.6 K
Liberty All-Star Equity Fund Graves-Light Private Wealth Management, Inc. 6.58 15,000 0.01% 0.00 98.7 K
Goldman Sachs Group, Inc. 730.75 - Investor holds below 1%
Accenture plc - Ordinary Shares - Class A 274.00 - Investor holds below 1%
U.S. Bancorp. 45.88 - Investor holds below 1%
Western Asset Global High Income Fund Inc 6.55 - Investor holds below 1%
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