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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
LLYEli Lilly & Co
Recent Activity
Increased 5.58%
0.76%
$760,392
985 shares@ $771.98 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -3.24%
0.76%
$760,220
3,279 shares@ $231.85 avg price
KKellanova
Recent Activity
Decreased -0.05%
0.71%
$712,536
8,800 shares@ $80.97 avg price
VGTVanguard World Fd
Recent Activity
0.69%
$692,706
1,114 shares@ $621.82 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -3.38%
0.63%
$631,704
10,576 shares@ $59.73 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
PGProcter And Gamble Co
Recent Activity
Decreased -6.7%
0.56%
$561,765
3,351 shares@ $167.65 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