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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
PMPhilip Morris Intl Inc
Recent Activity
Increased 0.59%
1.02%
$1.023M
8,497 shares@ $120.36 avg price
EFGIshares Tr
Recent Activity
Increased 2.96%
0.84%
$846,275
8,740 shares@ $96.83 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.08%
0.79%
$795,212
1,358 shares@ $585.58 avg price
EFVIshares Tr
Recent Activity
Increased 2.56%
0.77%
$775,549
14,781 shares@ $52.47 avg price
UNPUnion Pac Corp
Recent Activity
Increased 0.12%
0.77%
$773,084
3,390 shares@ $228.05 avg price
LLYEli Lilly & Co
Recent Activity
Increased 5.58%
0.76%
$760,392
985 shares@ $771.98 avg price
SYKStryker Corporation
Recent Activity
Increased 2.52%
0.61%
$616,046
1,711 shares@ $360.06 avg price
VOOVanguard Index Fds
Recent Activity
Increased 2.75%
0.56%
$565,090
1,049 shares@ $538.7 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 100.06%
0.54%
$542,111
23,882 shares@ $22.7 avg price
VVisa Inc
Recent Activity
Increased 2.54%
0.54%
$537,287
1,700 shares@ $316.06 avg price