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  Name: Graves-Light Private Wealth Management Inc.
  City: HARRISONBURG
  State: VA
  Zip: 22801
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $805,037,000
  Total Value Change : $68,707,000
  Securities Held Change : 4
   
All Securities Held : 181
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 43
  Unchanged Positions : 65
  Decreased Positions : 68

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FDM)1 Year Chart         FDM First Trust Dow Jones Selec... 128 New $62.09 $372,000 6,068 0.05% 372,000 6,068 0.232    Closed - End Fund - Debt
   (IWC)1 Year Chart         IWC iShares Russell Microcap Index 131 New $117.13 $360,000 3,100 0.04% 360,000 3,100 0.039    Closed - End Fund - E...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 135 New $1,332.80 $346,000 310 0.04% 346,000 310 0    Semiconductor- Broad...
   (UBSI)1 Year Chart         UBSI United Bankshares Inc 159 New $34.41 $252,000 6,700 0.03% 252,000 6,700 0.005    Domestic Regional Banks
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 173 New $128.42 $202,000 1,954 0.03% 202,000 1,954 0    Drug Manufacturers - ...

      5 Records Found
  1    
Page 1 of 1
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