Sponsored

The Analysis of LUTS & GREENLEIGH GROUP, INC.'s Holdings & P&L

Currently, LUTS & GREENLEIGH GROUP, INC. holds 105 types of securities in its portfolio with a total value $132.2M. In the most recent quarter, they have increased their positions in IWF (+15.5K shares, valued at $1.9M), VGT (+7.8K shares, valued at $932.2K), INTC (+4.4K shares, valued at $620.2K); decreased their positions in N/A (-579 shares, valued at $79.2K), ABT (-851 shares, valued at $77.2K), N/A (-129 shares, valued at $66.3K); initiated new positions in INTC (+4.4K shares, valued at $620.2K), LRCX (+887 shares, valued at $384.2K), MRVL (+1.1K shares, valued at $334.2K).

1M P&L

-166.4K-0.22%

3M P&L

+2.2M+3.03%

HY P&L

-1.5M-2.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A25.9M

33.6%

2Semiconductors7.9M

10.2%

3Consumer Electronics6.8M

8.8%

Top Industries by Stock Count

1N/A31 stocks

36.0%

2Semiconductors8 stocks

9.3%

3Drug Manufacturers - General5 stocks

5.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EXXON MOBIL CORP EXXON MOBIL CORP233.1K shares-0.25%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION10.4K shares-0.42%2026-06-302026-08-07

AAPL APPLE INC23.6K shares2.16%2026-06-302026-08-07

NVDA NVIDIA CORPORATION21.2K shares2.57%2026-06-302026-08-07

MSFT MICROSOFT CORP10.5K shares1.22%2026-06-302026-08-07

ABBVIE INC ABBVIE INC13.9K shares0.42%2026-06-302026-08-07

IWO ISHARES TR6.9K shares-1.04%2026-06-302026-08-07

GOOGL ALPHABET INC7.5K shares1.98%2026-06-302026-08-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS9.2K shares4.18%2026-06-302026-08-07

IWF ISHARES TR20.7K shares295.79%2026-06-302026-08-07

AMZN AMAZON COM INC10.0K shares13.62%2026-06-302026-08-07

IWD ISHARES TR8.8K shares0.06%2026-06-302026-08-07

IWN ISHARES TR8.5K shares-0.05%2026-06-302026-08-07

KO COCA COLA CO22.0K shares0.26%2026-06-302026-08-07

IWP ISHARES TR11.8K shares-0.03%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON6.5K shares-0.29%2026-06-302026-08-07

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL7.4K shares-0.01%2026-06-302026-08-07

HD HOME DEPOT INC4.7K shares-1.38%2026-06-302026-08-07

PM PHILIP MORRIS INTL INC8.7K shares1.35%2026-06-302026-08-07

IWS ISHARES TR9.3K shares-0.05%2026-06-302026-08-07

GOOG ALPHABET INC4.2K shares1.31%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.4K shares-0.25%2026-06-302026-08-07

BROADCOM INC BROADCOM INC3.6K shares1.55%2026-06-302026-08-07

LLY ELI LILLY & CO1.0K shares2.48%2026-06-302026-08-07

Sponsored

ISTB ISHARES TR25.6K shares-0.32%2026-06-302026-08-07

ABT ABBOTT LABORATORIES13.3K shares-6.02%2026-06-302026-08-07

EFV ISHARES TR15.7K shares0.19%2026-06-302026-08-07

EFG ISHARES TR9.4K shares0.30%2026-06-302026-08-07

WMT WALMART INC10.0K shares-0.41%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC939 shares16.94%2026-06-302026-08-07

VGT VANGUARD WORLD FD8.9K shares700.09%2026-06-302026-08-07

TSLA TESLA INC2.4K shares5.95%2026-06-302026-08-07

Sponsored

GLD SPDR GOLD TR2.7K shares-1.40%2026-06-302026-08-07

UNP UNION PAC CORP3.4K shares1.09%2026-06-302026-08-07

CAT CATERPILLAR INC871 shares-2.35%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC1.5K shares6.63%2026-06-302026-08-07

VOO VANGUARD INDEX FDS1.1K shares0.72%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T948 shares0.42%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC1.2K shares3.49%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC5.8K shares-1.22%2026-06-302026-08-07

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares8.62%2026-06-302026-08-07

GRNY TIDAL TRUST I23.3K shares0.00%2026-06-302026-08-07

SCHF SCHWAB STRATEGIC TR22.6K shares0.00%2026-06-302026-08-07

INTC INTEL CORP4.4K sharesnew addition2026-06-302026-08-07

MRK MERCK & CO INC4.8K shares2.43%2026-06-302026-08-07

VISA INC VISA INC1.7K shares3.08%2026-06-302026-08-07

EEM ISHARES TR8.3K shares0.08%2026-06-302026-08-07

GEV GE VERNOVA INC471 shares3.74%2026-06-302026-08-07

Sponsored

MDLZ MONDELEZ INTL INC9.6K shares1.09%2026-06-302026-08-07

SCHZ SCHWAB STRATEGIC TR23.4K shares0.00%2026-06-302026-08-07

SYK STRYKER CORPORATION1.6K shares-3.40%2026-06-302026-08-07

DOMINION ENERGY INC DOMINION ENERGY INC7.4K shares0.00%2026-06-302026-08-07

SCHH SCHWAB STRATEGIC TR21.2K shares0.00%2026-06-302026-08-07

MS MORGAN STANLEY2.2K shares-0.58%2026-06-302026-08-07

PANW PALO ALTO NETWORKS INC1.3K shares-2.59%2026-06-302026-08-07

DGRW WISDOMTREE TR4.4K shares0.00%2026-06-302026-08-07

Sponsored

JMEE J P MORGAN EXCHANGE TRADED F5.1K shares0.00%2026-06-302026-08-07

T AT&T INC19.2K shares4.22%2026-06-302026-08-07

MCD MCDONALDS CORP1.4K shares17.61%2026-06-302026-08-07

LRCX LAM RESEARCH CORP887 sharesnew addition2026-06-302026-08-07

LDOS LEIDOS HOLDINGS INC3.6K shares-0.16%2026-06-302026-08-07

QCOM QUALCOMM INC2.0K shares5.45%2026-06-302026-08-07

BAC BANK OF AMER CORP6.1K shares-2.11%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED673 shares-16.08%2026-06-302026-08-07

Sponsored

XLY SELECT SECTOR SPDR TR2.9K shares0.00%2026-06-302026-08-07

RF REGIONS FINANCIAL CORP NEW11.1K shares0.00%2026-06-302026-08-07

MRVL MARVELL TECHNOLOGY INC1.1K sharesnew addition2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC3.8K shares-0.13%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC327 shares-4.39%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC782 sharesnew addition2026-06-302026-08-07

JPME J P MORGAN EXCHANGE TRADED F2.6K shares0.00%2026-06-302026-08-07

BLK BLACKROCK INC321 shares-2.43%2026-06-302026-08-07

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F3.9K shares-0.13%2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO3.2K shares6.09%2026-06-302026-08-07

AFLG FIRST TR EXCHNG TRADED FD VI6.9K shares0.00%2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC578 shares0.00%2026-06-302026-08-07

JGRO J P MORGAN EXCHANGE TRADED F2.9K shares-0.17%2026-06-302026-08-07

AFL AFLAC INC2.4K shares0.63%2026-06-302026-08-07

VIS VANGUARD WORLD FD776 shares0.00%2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.3.8K shares28.49%2026-06-302026-08-07

Sponsored

ETN EATON CORP PLC639 shares0.16%2026-06-302026-08-07

USFR WISDOMTREE TR5.4K shares0.00%2026-06-302026-08-07

TSM TAIWAN SEMICONDUCTOR MANUFAC565 sharesnew addition2026-06-302026-08-07

EPS WISDOMTREE TR3.5K shares0.00%2026-06-302026-08-07

GE GE AEROSPACE678 sharesnew addition2026-06-302026-08-07

PEP PEPSICO INC1.8K shares3.15%2026-06-302026-08-07

CVX CHEVRON CORPORATION1.5K shares-12.54%2026-06-302026-08-07

TXN TEXAS INSTRS INC806 sharesnew addition2026-06-302026-08-07

Sponsored

TRUT VANECK ETF TRUST7.3K sharesnew addition2026-06-302026-08-07

SAIC SCIENCE APPLICATIONS INTL CO2.0K sharesnew addition2026-06-302026-08-07

XLV SELECT SECTOR SPDR TR1.4K sharesnew addition2026-06-302026-08-07

BMY BRISTOL-MYERS SQUIBB CO3.9K shares-1.97%2026-06-302026-08-07

PG PROCTER & GAMBLE CO1.5K shares-17.73%2026-06-302026-08-07

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN1.2K sharesnew addition2026-06-302026-08-07

PNC PNC FINL SVCS GROUP INC885 sharesnew addition2026-06-302026-08-07

JIVE J P MORGAN EXCHANGE TRADED F2.4K shares0.00%2026-06-302026-08-07

Sponsored

HUM HUMANA INC542 sharesnew addition2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC278 sharesnew addition2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC5.0K shares-9.26%2026-06-302026-08-07

ORACLE CORP ORACLE CORP1.4K shares-5.09%2026-06-302026-08-07

BA BOEING CO963 sharesnew addition2026-06-302026-08-07

SNDK SANDISK CORP91 sharesnew addition2026-06-302026-08-07

FRT FEDERAL RLTY INVT TR NEW1.7K sharesnew addition2026-06-302026-08-07

AMGN AMGEN INC557 sharesnew addition2026-06-302026-08-07

Sponsored

JIG J P MORGAN EXCHANGE TRADED F2.3K sharesnew addition2026-06-302026-08-07

EXXON MOBIL CORP

-0.25%

Shares233.1K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

-0.42%

Shares10.4K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

2.16%

Shares23.6K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

2.57%

Shares21.2K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

1.22%

Shares10.5K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

0.42%

Shares13.9K

Event2026-06-30

Filed2026-08-07

IWO

ISHARES TR

-1.04%

Shares6.9K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

1.98%

Shares7.5K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

4.18%

Shares9.2K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

295.79%

Shares20.7K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

13.62%

Shares10.0K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

0.06%

Shares8.8K

Event2026-06-30

Filed2026-08-07

IWN

ISHARES TR

-0.05%

Shares8.5K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

0.26%

Shares22.0K

Event2026-06-30

Filed2026-08-07

IWP

ISHARES TR

-0.03%

Shares11.8K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-0.29%

Shares6.5K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

-0.01%

Shares7.4K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

-1.38%

Shares4.7K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

1.35%

Shares8.7K

Event2026-06-30

Filed2026-08-07

IWS

ISHARES TR

-0.05%

Shares9.3K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

1.31%

Shares4.2K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-0.25%

Shares4.4K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

1.55%

Shares3.6K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

2.48%

Shares1.0K

Event2026-06-30

Filed2026-08-07

ISTB

ISHARES TR

-0.32%

Shares25.6K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

-6.02%

Shares13.3K

Event2026-06-30

Filed2026-08-07

EFV

ISHARES TR

0.19%

Shares15.7K

Event2026-06-30

Filed2026-08-07

EFG

ISHARES TR

0.30%

Shares9.4K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

-0.41%

Shares10.0K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

16.94%

Shares939

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

700.09%

Shares8.9K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

5.95%

Shares2.4K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

-1.40%

Shares2.7K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

1.09%

Shares3.4K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-2.35%

Shares871

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

6.63%

Shares1.5K

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

0.72%

Shares1.1K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

0.42%

Shares948

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

3.49%

Shares1.2K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

-1.22%

Shares5.8K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

8.62%

Shares1.4K

Event2026-06-30

Filed2026-08-07

GRNY

TIDAL TRUST I

0.00%

Shares23.3K

Event2026-06-30

Filed2026-08-07

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares22.6K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares4.4K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

2.43%

Shares4.8K

Event2026-06-30

Filed2026-08-07

VISA INC

3.08%

Shares1.7K

Event2026-06-30

Filed2026-08-07

EEM

ISHARES TR

0.08%

Shares8.3K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

3.74%

Shares471

Event2026-06-30

Filed2026-08-07

MDLZ

MONDELEZ INTL INC

1.09%

Shares9.6K

Event2026-06-30

Filed2026-08-07

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares23.4K

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

-3.40%

Shares1.6K

Event2026-06-30

Filed2026-08-07

DOMINION ENERGY INC

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-07

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares21.2K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

-0.58%

Shares2.2K

Event2026-06-30

Filed2026-08-07

PANW

PALO ALTO NETWORKS INC

-2.59%

Shares1.3K

Event2026-06-30

Filed2026-08-07

DGRW

WISDOMTREE TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-07

JMEE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-07

AT&T INC

4.22%

Shares19.2K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

17.61%

Shares1.4K

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

New

Shares887

Event2026-06-30

Filed2026-08-07

LDOS

LEIDOS HOLDINGS INC

-0.16%

Shares3.6K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

5.45%

Shares2.0K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

-2.11%

Shares6.1K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

-16.08%

Shares673

Event2026-06-30

Filed2026-08-07

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-07

REGIONS FINANCIAL CORP NEW

0.00%

Shares11.1K

Event2026-06-30

Filed2026-08-07

MRVL

MARVELL TECHNOLOGY INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

-0.13%

Shares3.8K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

-4.39%

Shares327

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

New

Shares782

Event2026-06-30

Filed2026-08-07

JPME

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

-2.43%

Shares321

Event2026-06-30

Filed2026-08-07

JAVA

J P MORGAN EXCHANGE TRADED F

-0.13%

Shares3.9K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

6.09%

Shares3.2K

Event2026-06-30

Filed2026-08-07

AFLG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

0.00%

Shares578

Event2026-06-30

Filed2026-08-07

JGRO

J P MORGAN EXCHANGE TRADED F

-0.17%

Shares2.9K

Event2026-06-30

Filed2026-08-07

AFL

AFLAC INC

0.63%

Shares2.4K

Event2026-06-30

Filed2026-08-07

VIS

VANGUARD WORLD FD

0.00%

Shares776

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

28.49%

Shares3.8K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

0.16%

Shares639

Event2026-06-30

Filed2026-08-07

USFR

WISDOMTREE TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares565

Event2026-06-30

Filed2026-08-07

EPS

WISDOMTREE TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

New

Shares678

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

3.15%

Shares1.8K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

-12.54%

Shares1.5K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

New

Shares806

Event2026-06-30

Filed2026-08-07

TRUT

VANECK ETF TRUST

New

Shares7.3K

Event2026-06-30

Filed2026-08-07

SAIC

SCIENCE APPLICATIONS INTL CO

New

Shares2.0K

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

New

Shares1.4K

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

-1.97%

Shares3.9K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

-17.73%

Shares1.5K

Event2026-06-30

Filed2026-08-07

LIVE NATION ENTERTAINMENT IN

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

PNC

PNC FINL SVCS GROUP INC

New

Shares885

Event2026-06-30

Filed2026-08-07

JIVE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

HUM

HUMANA INC

New

Shares542

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

New

Shares278

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

-9.26%

Shares5.0K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

-5.09%

Shares1.4K

Event2026-06-30

Filed2026-08-07

BOEING CO

New

Shares963

Event2026-06-30

Filed2026-08-07

SNDK

SANDISK CORP

New

Shares91

Event2026-06-30

Filed2026-08-07

FRT

FEDERAL RLTY INVT TR NEW

New

Shares1.7K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

New

Shares557

Event2026-06-30

Filed2026-08-07

JIG

J P MORGAN EXCHANGE TRADED F

New

Shares2.3K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available