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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
AFLAflac Inc
Recent Activity
Increased 0.05%
0.25%
$245,773
2,376 shares@ $103.44 avg price
SOSouthern Co
Recent Activity
Increased 0.96%
0.25%
$244,764
2,973 shares@ $82.33 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 99.7%
0.24%
$234,728
1,290 shares@ $181.96 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 2.92%
0.23%
$229,449
4,057 shares@ $56.56 avg price
SAICScience Applications Intl Co
Recent Activity
0.23%
$228,478
2,044 shares@ $111.78 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -1.39%
0.22%
$221,311
424 shares@ $521.96 avg price
IVEIshares Tr
Recent Activity
New Position
0.22%
$219,703
1,151 shares@ $190.89 avg price
ETNEaton Corp Plc
Recent Activity
Increased 1.4%
0.22%
$217,043
654 shares@ $331.88 avg price