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LUTS & GREENLEIGH GROUP, INC13F | |
| LUTS & GREENLEIGH GROUP, INC | |
| Last update 2025-07-11 | 79 Stocks (5 new) |
| Value $104.00 Mil | Turnover 2 % |
LUTS & GREENLEIGH GROUP, INC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XOM | Exxon Mobil Corp | 239,403 | 25,807.6 | -0.36% | 24.750 | -0.10% | 0.010 | +2.58% | +4.52% | 475,848.8 | Oil & Gas | |
COST | Costco Wholesale Corp | 10,504 | 10,398.0 | +0.01% | 9.970 | 0% | 0.000 | -3.82% | +2.50% | 415,520.3 | Retail - Defensive | |
MSFT | Microsoft Corp | 10,902 | 5,422.7 | +1.17% | 5.200 | +0.06% | 0.000 | +31.88% | +21.42% | 3,789,371.0 | Software | |
AAPL | Apple Inc | 22,872 | 4,692.7 | -1.52% | 4.500 | -0.08% | 0.000 | +2.99% | -14.21% | 3,201,052.2 | Hardware | |
NVDA | NVIDIA Corp | 19,894 | 3,143.1 | +0.38% | 3.010 | +0.01% | 0.000 | +62.46% | +28.76% | 4,216,364.7 | Semiconductors | |
ABBV | AbbVie Inc | 13,917 | 2,583.3 | -0.64% | 2.480 | -0.02% | 0.000 | +6.95% | +10.60% | 337,842.2 | Drug Manufacturers | |
IWF | iShares Russell 1000 Growth ETF | 5,296 | 2,248.5 | +2.08% | 2.160 | +0.04% | 0.000 | +21.85% | +9.15% | 114,219.1 | ||
IWO | iShares Russell 2000 Growth ETF | 7,088 | 2,026.2 | +17.70% | 1.940 | +0.29% | 0.020 | +17.06% | +2.50% | 11,946.9 | ||
ABT | Abbott Laboratories | 14,654 | 1,993.0 | -0.21% | 1.910 | 0% | 0.000 | -2.80% | +12.28% | 217,810.2 | Medical Devices & Instruments | |
AMZN | Amazon.com Inc | 8,794 | 1,929.4 | -0.90% | 1.850 | -0.02% | 0.000 | +23.90% | +5.35% | 2,453,757.5 | Retail - Cyclical |
LUTS & GREENLEIGH GROUP, INC's Historical Top Holdings Breakdowns
LUTS & GREENLEIGH GROUP, INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GLD | SPDR Gold Shares ETF | 2025-06-30 | Reduce Reduce | -0.63% | 273.71 ($302.58) 316.29 | $310.65 | 2.67% | Reduce -47.27% | 2,454 | -2,200 | |
ORCL | Oracle Corp | 2025-06-30 | New Buy New Buy | +0.33% | 122.82 ($161.13) 218.63 | $242.36 | 50.41% | New holding | 1,577 | 1,577 | |
IWO | iShares Russell 2000 Growth ETF | 2025-06-30 | Add Add | +0.29% | 224.16 ($263.09) 285.86 | $294.26 | 11.85% | Add 17.7% | 7,088 | 1,066 | |
NOW | ServiceNow Inc | 2025-06-30 | New Buy New Buy | +0.24% | 721.65 ($940.98) 1040.18 | $992.35 | 5.46% | New holding | 248 | 248 | |
BMY | Bristol-Myers Squibb Co | 2025-06-30 | Sold Out Sold Out | -0.24% | 44.12 ($49.28) 60.99 | $48.96 | -0.65% | Sold Out | 0 | -4,015 | |
ETN | Eaton Corp PLC | 2025-06-30 | New Buy New Buy | +0.23% | 246.52 ($307.39) 356.99 | $384.93 | 25.23% | New holding | 659 | 659 | |
GS | The Goldman Sachs Group Inc | 2025-06-30 | New Buy New Buy | +0.22% | 462.22 ($578.93) 707.75 | $725.11 | 25.25% | New holding | 328 | 328 | |
VIS | Vanguard Industrials ETF | 2025-06-30 | New Buy New Buy | +0.21% | 220.04 ($258.11) 280.07 | $293.55 | 13.73% | New holding | 776 | 776 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.15% | 496.48 ($571.44) 617.85 | $635.51 | 11.21% | Add 36.39% | 967 | 258 | |
IWN | iShares Russell 2000 Value ETF | 2025-06-30 | Add Add | +0.13% | 131.84 ($148.94) 157.76 | $166.73 | 11.94% | Add 12.06% | 8,280 | 891 |
LUTS & GREENLEIGH GROUP, INC Total Holding History ($B)
LUTS & GREENLEIGH GROUP, INC's Asset Allocation
LUTS & GREENLEIGH GROUP, INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LUTS & GREENLEIGH GROUP, INC's Hypothetical Growth since 2025-06-30
LUTS & GREENLEIGH GROUP, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LUTS & GREENLEIGH GROUP, INC's Holdings Heat Map
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LUTS & GREENLEIGH GROUP, INC's Holdings Bubble Chart
LUTS & GREENLEIGH GROUP, INC News
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