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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.6%
0.53%
$534,870
1,180 shares@ $453.28 avg price
LDOSLeidos Holdings Inc
Recent Activity
Decreased -0.13%
0.52%
$525,387
3,647 shares@ $144.07 avg price
MRKMerck & Co Inc
Recent Activity
Increased 9.48%
0.48%
$483,887
4,864 shares@ $99.49 avg price
SCHHSchwab Strategic Tr
Recent Activity
0.45%
$446,472
21,200 shares@ $21.06 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 9.74%
0.44%
$442,738
755 shares@ $586.41 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -5.66%
0.43%
$429,599
849 shares@ $506.01 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -0.75%
0.43%
$425,988
2,773 shares@ $153.62 avg price
NEENextera Energy Inc
Recent Activity
Increased 51.62%
0.42%
$423,258
5,904 shares@ $71.7 avg price
MAMastercard Incorporated
Recent Activity
Increased 0.13%
0.42%
$421,489
800 shares@ $526.87 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 100%
0.41%
$410,330
22,180 shares@ $18.5 avg price