David Greenleigh

@Luts & Greenleigh Group, Inc

Latest period2024 - Q4

Reported1d ago

Managed Assets$101.235M

Total holdings78

Assets growth rate-2.8%

Assets growth rate (2-Q avg)2.77%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Luts & Greenleigh Group, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Luts & Greenleigh Group, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 101.235M in assets, with a quarterly growth rate of -2.8% and a 2-quarter average growth rate of 2.77%. The portfolio is managed by David Greenleigh, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity Exited	0%	$314,288 331 shares@ $949.52 avg price	Exited
TMOThermo Fisher Scientific Inc Recent Activity Exited	0%	$232,604 376 shares@ $618.63 avg price	Exited
TGTTarget Corp Recent Activity Exited	0%	$229,761 1,474 shares@ $155.88 avg price	Exited
PEGPublic Svc Enterprise Grp In Recent Activity Exited	0%	$217,336 2,436 shares@ $89.22 avg price	Exited
AMGNAmgen Inc Recent Activity Exited	0%	$216,203 671 shares@ $322.22 avg price	Exited
JEPIJ P Morgan Exchange Traded F Recent Activity Exited	0%	$202,870 3,409 shares@ $59.52 avg price	Exited
SCHBSchwab Strategic Tr Recent Activity Exited	0%	$202,819 3,049 shares@ $66.52 avg price	Exited
PFEPfizer Inc Recent Activity Exited	0%	$202,494 6,997 shares@ $28.95 avg price	Exited
VISVanguard World Fd Recent Activity Exited	0%	$201,814 776 shares@ $260.07 avg price	Exited