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David Greenleigh

@Luts & Greenleigh Group, Inc

Latest period2024 - Q4ReportedManaged Assets$101.235MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 8.64%
6.28%
$6.356M
25,380 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.09%
4.52%
$4.569M
10,839 shares@ $421.5 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.45%
2.71%
$2.736M
20,374 shares@ $134.29 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.2%
2.42%
$2.449M
13,784 shares@ $177.71 avg price
HDHome Depot Inc
Recent Activity
Increased 0.7%
1.85%
$1.869M
4,806 shares@ $388.96 avg price
IWOIshares Tr
Recent Activity
Increased 1.04%
1.72%
$1.74M
6,046 shares@ $287.81 avg price
IWDIshares Tr
Recent Activity
Increased 1.44%
1.49%
$1.503M
8,118 shares@ $185.13 avg price
KOCoca Cola Co
Recent Activity
Increased 0.72%
1.36%
$1.369M
21,990 shares@ $62.26 avg price
IWNIshares Tr
Recent Activity
Increased 1.51%
1.21%
$1.217M
7,414 shares@ $164.17 avg price
IWSIshares Tr
Recent Activity
Increased 0.94%
1.1%
$1.105M
8,545 shares@ $129.35 avg price