The Analysis of LUTS & GREENLEIGH GROUP, INC's Holdings
Currently, LUTS & GREENLEIGH GROUP, INC holds 83 types of securities in its portfolio with a total value $111.4M. In the most recent quarter, they have increased their positions in JMEE (+4.5K shares, valued at $283.9K), PLTR (+1.4K shares, valued at $256.5K), GEV (+382 shares, valued at $234.9K); decreased their positions in IWF (-211 shares, valued at $98.8K), JNJ (-484 shares, valued at $89.7K), IWO (-249 shares, valued at $79.7K); initiated new positions in JMEE (+4.5K shares, valued at $283.9K), PLTR (+1.4K shares, valued at $256.5K), GEV (+382 shares, valued at $234.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
XOM EXXON MOBIL CORP239.8K shares0.17%2025-09-302025-11-07
COST COSTCO WHSL CORP NEW10.5K shares0.11%2025-09-302025-11-07 AAPL APPLE INC23.0K shares0.59%2025-09-302025-11-07 MSFT MICROSOFT CORP11.1K shares1.57%2025-09-302025-11-07 NVDA NVIDIA CORPORATION20.3K shares2.24%2025-09-302025-11-07 ABBV ABBVIE INC13.9K shares-0.34%2025-09-302025-11-07 IWF ISHARES TR5.1K shares-3.98%2025-09-302025-11-07 IWO ISHARES TR6.8K shares-3.51%2025-09-302025-11-07 HD HOME DEPOT INC4.9K shares-0.08%2025-09-302025-11-07 ABT ABBOTT LABS14.5K shares-0.81%2025-09-302025-11-07 AMZN AMAZON COM INC8.7K shares-1.19%2025-09-302025-11-07 GOOGL ALPHABET INC7.1K shares2.63%2025-09-302025-11-07 IWD ISHARES TR8.4K shares-0.36%2025-09-302025-11-07 WM WASTE MGMT INC DEL7.4K shares-0.04%2025-09-302025-11-07 IWP ISHARES TR11.1K shares-2.24%2025-09-302025-11-07 KO COCA COLA CO22.0K shares-0.43%2025-09-302025-11-07 IWN ISHARES TR8.2K shares-1.17%2025-09-302025-11-07 PM PHILIP MORRIS INTL INC8.6K shares0.26%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.4.4K shares-0.79%2025-09-302025-11-07 ISTB ISHARES TR25.7K shares-0.57%2025-09-302025-11-07 IWS ISHARES TR8.7K shares-1.48%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON6.5K shares-6.92%2025-09-302025-11-07 AVGO BROADCOM INC3.6K shares5.67%2025-09-302025-11-07 GOOG ALPHABET INC4.3K shares-1.85%2025-09-302025-11-07 META META PLATFORMS INC1.4K shares3.06%2025-09-302025-11-07 WMT WALMART INC10.0K shares0.10%2025-09-302025-11-07 EFV ISHARES TR14.9K shares-1.55%2025-09-302025-11-07 EFG ISHARES TR8.9K shares-1.37%2025-09-302025-11-07 TSLA TESLA INC2.3K shares1.21%2025-09-302025-11-07 GLD SPDR GOLD TR2.7K shares11.74%2025-09-302025-11-07 VGT VANGUARD WORLD FD1.1K shares1.44%2025-09-302025-11-07 UNP UNION PAC CORP3.4K shares-0.79%2025-09-302025-11-07 LLY ELI LILLY & CO991 shares-5.08%2025-09-302025-11-07 K KELLANOVA8.8K shares-0.23%2025-09-302025-11-07 LDOS LEIDOS HOLDINGS INC3.7K shares0.00%2025-09-302025-11-07 VOO VANGUARD INDEX FDS1.0K shares0.00%2025-09-302025-11-07 SYK STRYKER CORPORATION1.7K shares0.41%2025-09-302025-11-07 MDLZ MONDELEZ INTL INC10.2K shares-3.43%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR942 shares-2.59%2025-09-302025-11-07 V VISA INC1.8K shares-2.20%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares-1.55%2025-09-302025-11-07 SCHZ SCHWAB STRATEGIC TR23.4K shares0.00%2025-09-302025-11-07 T AT&T INC18.7K shares0.80%2025-09-302025-11-07 SCHF SCHWAB STRATEGIC TR22.6K shares0.00%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO3.0K shares-3.25%2025-09-302025-11-07 EEM ISHARES TR8.6K shares-2.27%2025-09-302025-11-07 SCHH SCHWAB STRATEGIC TR21.2K shares0.00%2025-09-302025-11-07 MA MASTERCARD INCORPORATED804 shares-0.12%2025-09-302025-11-07 ORCL ORACLE CORP1.6K shares-0.13%2025-09-302025-11-07 BLK BLACKROCK INC361 shares0.28%2025-09-302025-11-07 CSCO CISCO SYS INC6.1K shares3.03%2025-09-302025-11-07 MRK MERCK & CO INC4.7K shares0.04%2025-09-302025-11-07 MCD MCDONALDS CORP1.2K shares0.08%2025-09-302025-11-07 NFLX NETFLIX INC309 shares-3.74%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS1.3K shares4.77%2025-09-302025-11-07 MS MORGAN STANLEY2.2K shares2.00%2025-09-302025-11-07 CAT CATERPILLAR INC721 shares4.64%2025-09-302025-11-07 XLY SELECT SECTOR SPDR TR1.4K shares0.00%2025-09-302025-11-07 D DOMINION ENERGY INC5.6K shares-1.32%2025-09-302025-11-07 QCOM QUALCOMM INC2.0K shares0.10%2025-09-302025-11-07 BAC BANK AMERICA CORP6.2K shares-0.35%2025-09-302025-11-07 PEP PEPSICO INC2.1K shares6.13%2025-09-302025-11-07 RF REGIONS FINANCIAL CORP NEW11.1K shares0.00%2025-09-302025-11-07 HON HONEYWELL INTL INC1.4K shares1.41%2025-09-302025-11-07 NEE NEXTERA ENERGY INC3.8K shares-0.44%2025-09-302025-11-07 JMEE J P MORGAN EXCHANGE TRADED F4.5K sharesnew addition2025-09-302025-11-07 SO SOUTHERN CO2.9K shares-1.91%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC1.3K shares2.33%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC772 shares3.35%2025-09-302025-11-07 AFL AFLAC INC2.4K shares0.63%2025-09-302025-11-07 CVX CHEVRON CORP NEW1.7K shares1.55%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC328 shares0.00%2025-09-302025-11-07 PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC5.5K shares-4.26%2025-09-302025-11-07 ETN EATON CORP PLC645 shares-2.12%2025-09-302025-11-07 GEV GE VERNOVA INC382 sharesnew addition2025-09-302025-11-07 VIS VANGUARD WORLD FD776 shares0.00%2025-09-302025-11-07 NOW SERVICENOW INC247 shares-0.40%2025-09-302025-11-07 JPME J P MORGAN EXCHANGE TRADED F2.0K sharesnew addition2025-09-302025-11-07 TEL TE CONNECTIVITY PLC939 sharesnew addition2025-09-302025-11-07 CMCSA COMCAST CORP NEW6.5K shares9.48%2025-09-302025-11-07 SAIC SCIENCE APPLICATIONS INTL CO2.0K shares0.00%2025-09-302025-11-07 JAVA J P MORGAN EXCHANGE TRADED F2.9K sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available