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LUTS & GREENLEIGH GROUP, INC13F | |
| LUTS & GREENLEIGH GROUP, INC | |
| Last update 2025-05-14 | 75 Stocks (0 new) |
| Value $101.00 Mil | Turnover 0 % |
LUTS & GREENLEIGH GROUP, INC Top Holdings of 2025-03-31
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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 | 240,259 | 28,574.0 | -2.79% | 28.400 | -0.73% | 0.010 | -3.46% | -2.63% | 443,332.5 | Oil & Gas | |
COST | Costco Wholesale Corp | 10,503 | 9,933.2 | -0.28% | 9.870 | -0.03% | 0.000 | +1.91% | +15.45% | 468,023.4 | Retail - Defensive | |
AAPL | Apple Inc | 23,224 | 5,158.7 | -8.49% | 5.130 | -0.53% | 0.000 | -13.29% | -18.22% | 3,051,538.6 | Hardware | |
MSFT | Microsoft Corp | 10,776 | 4,045.3 | -0.58% | 4.020 | -0.03% | 0.000 | +19.87% | +10.74% | 3,456,058.6 | Software | |
ABBV | AbbVie Inc | 14,006 | 2,934.5 | +1.61% | 2.920 | +0.05% | 0.000 | -8.44% | +8.06% | 332,931.6 | Drug Manufacturers | |
NVDA | NVIDIA Corp | 19,818 | 2,147.9 | -2.73% | 2.130 | -0.07% | 0.000 | +21.87% | +5.26% | 3,447,059.3 | Semiconductors | |
ABT | Abbott Laboratories | 14,685 | 1,947.9 | +1.76% | 1.940 | +0.03% | 0.000 | -2.50% | +19.22% | 232,311.8 | Medical Devices & Instruments | |
IWF | iShares Russell 1000 Growth ETF | 5,188 | 1,873.2 | -0.02% | 1.860 | 0% | 0.000 | +6.35% | +1.27% | 107,063.7 | ||
HD | The Home Depot Inc | 4,817 | 1,765.4 | +0.23% | 1.750 | 0% | 0.000 | -1.52% | -3.38% | 371,595.7 | Retail - Cyclical | |
WM | Waste Management Inc | 7,361 | 1,704.2 | +0.05% | 1.690 | 0% | 0.000 | +4.52% | +19.11% | 96,361.5 | Waste Management |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
XOM | Exxon Mobil Corp | 2025-03-31 | Reduce | -0.73% | 105.44 ($110.59) 118.93 | $102.87 | -6.98% | Reduce -2.79% | 240,259 | -6,897 | |
AAPL | Apple Inc | 2025-03-31 | Reduce | -0.53% | 209.68 ($231.67) 247.1 | $204.31 | -11.81% | Reduce -8.49% | 23,224 | -2,156 | |
NOW | ServiceNow Inc | 2025-03-31 | Sold Out | -0.28% | 783.83 ($963.73) 1170.39 | $1,012.94 | 5.11% | Sold Out | 0 | -269 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Sold Out | -0.22% | 185.78 ($193.5) 198.58 | $190.80 | -1.40% | Sold Out | 0 | -1,151 | |
ETN | Eaton Corp PLC | 2025-03-31 | Sold Out | -0.21% | 271.83 ($311.37) 371.23 | $328.01 | 5.34% | Sold Out | 0 | -654 | |
NEE | NextEra Energy Inc | 2025-03-31 | Reduce | -0.14% | 66.96 ($70.58) 76.16 | $70.64 | 0.09% | Reduce -33.89% | 3,903 | -2,001 | |
T | AT&T Inc | 2025-03-31 | Add | +0.09% | 21.56 ($25.15) 28.28 | $27.70 | 10.12% | Add 19.64% | 20,225 | 3,320 | |
CMCSA | Comcast Corp | 2025-03-31 | Reduce | -0.08% | 33.19 ($36.08) 38.23 | $34.64 | -4.00% | Reduce -28.87% | 5,470 | -2,220 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce | -0.07% | 106.98 ($126.74) 149.43 | $141.34 | 11.52% | Reduce -2.73% | 19,818 | -556 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add | +0.06% | 725.72 ($832.09) 929.72 | $767.80 | -7.73% | Add 8.02% | 1,064 | 79 |
LUTS & GREENLEIGH GROUP, INC Total Holding History ($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 2025-03-31
LUTS & GREENLEIGH GROUP, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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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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