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

Currently, LUTS & GREENLEIGH GROUP, INC. holds 89 types of securities in its portfolio with a total value $126.3M. In the most recent quarter, they have increased their positions in GRNY (+23.3K shares, valued at $556.1K), DGRW (+4.4K shares, valued at $384.3K), USFR (+5.4K shares, valued at $271.7K); decreased their positions in XOM (-12.0K shares, valued at $2.0M), TT (-1.0K shares, valued at $416.7K), MSFT (-702 shares, valued at $259.9K); initiated new positions in GRNY (+23.3K shares, valued at $556.1K), DGRW (+4.4K shares, valued at $384.3K), USFR (+5.4K shares, valued at $271.7K).

1M P&L

-2.9M-2.28%

3M P&L

-7.1M-5.45%

HY P&L

+2.8M+2.37%

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

1Oil & Gas Integrated40.0M

33.5%

2N/A22.4M

18.8%

3Discount Stores11.7M

9.8%

Top Industries by Stock Count

1N/A28 stocks

34.6%

2Drug Manufacturers - General5 stocks

6.2%

3Semiconductors4 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XOM EXXON MOBIL CORP233.6K shares-4.90%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION10.4K shares0.10%2026-03-312026-05-05

AAPL APPLE INC23.1K shares-0.03%2026-03-312026-05-05

MSFT MICROSOFT CORP10.3K shares-6.36%2026-03-312026-05-05

NVDA NVIDIA CORPORATION20.7K shares-0.65%2026-03-312026-05-05

ABBV ABBVIE INC13.8K shares-0.42%2026-03-312026-05-05

IWF ISHARES TR5.2K shares2.79%2026-03-312026-05-05

IWO ISHARES TR6.9K shares0.60%2026-03-312026-05-05

Sponsored

IBM INTERNATIONAL BUSINESS MACHS8.8K shares-2.38%2026-03-312026-05-05

ALPHABET INC ALPHABET INC7.3K shares1.47%2026-03-312026-05-05

IWD ISHARES TR8.8K shares3.98%2026-03-312026-05-05

AMZN AMAZON COM INC8.8K shares-0.14%2026-03-312026-05-05

WM WASTE MGMT INC DEL7.4K shares0.01%2026-03-312026-05-05

KO COCA COLA CO22.0K shares0.27%2026-03-312026-05-05

IWN ISHARES TR8.5K shares2.58%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON6.5K shares1.74%2026-03-312026-05-05

Sponsored

HD HOME DEPOT INC4.7K shares-1.26%2026-03-312026-05-05

IWP ISHARES TR11.8K shares4.26%2026-03-312026-05-05

ABT ABBOTT LABORATORIES14.1K shares-1.81%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC8.5K shares0.18%2026-03-312026-05-05

IWS ISHARES TR9.3K shares5.03%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO4.4K shares0.02%2026-03-312026-05-05

WMT WALMART INC10.1K shares0.33%2026-03-312026-05-05

ISTB ISHARES TR25.7K shares-0.13%2026-03-312026-05-05

Sponsored

GLD SPDR GOLD TR2.8K shares-5.45%2026-03-312026-05-05

ALPHABET INC ALPHABET INC4.1K shares11.95%2026-03-312026-05-05

EFV ISHARES TR15.7K shares3.94%2026-03-312026-05-05

BROADCOM INC BROADCOM INC3.5K shares-3.38%2026-03-312026-05-05

EFG ISHARES TR9.4K shares4.28%2026-03-312026-05-05

LLY ELI LILLY & CO1.0K shares-2.42%2026-03-312026-05-05

TSLA TESLA INC2.3K shares-1.51%2026-03-312026-05-05

UNP UNION PAC CORP3.4K shares0.03%2026-03-312026-05-05

Sponsored

META META PLATFORMS INC1.4K shares0.07%2026-03-312026-05-05

VGT VANGUARD WORLD FD1.1K shares-1.42%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares1.27%2026-03-312026-05-05

CAT CATERPILLAR INC892 shares8.12%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T944 shares0.21%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares3.04%2026-03-312026-05-05

LDOS LEIDOS HOLDINGS INC3.7K shares0.00%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR22.6K shares0.00%2026-03-312026-05-05

Sponsored

MERCK & CO INC MERCK & CO INC4.6K shares0.24%2026-03-312026-05-05

GRNY TIDAL TRUST I23.3K sharesnew addition2026-03-312026-05-05

SYK STRYKER CORPORATION1.7K shares-0.48%2026-03-312026-05-05

MDLZ MONDELEZ INTL INC9.5K shares-1.09%2026-03-312026-05-05

SCHZ SCHWAB STRATEGIC TR23.4K shares0.00%2026-03-312026-05-05

T AT&T INC18.4K shares0.35%2026-03-312026-05-05

V VISA INC1.6K shares-4.97%2026-03-312026-05-05

EEM ISHARES TR8.3K shares0.77%2026-03-312026-05-05

Sponsored

CSCO CISCO SYS INC5.9K shares-4.12%2026-03-312026-05-05

SCHH SCHWAB STRATEGIC TR21.2K shares0.00%2026-03-312026-05-05

D DOMINION ENERGY INC7.4K shares0.00%2026-03-312026-05-05

MA MASTERCARD INCORPORATED802 shares-0.50%2026-03-312026-05-05

GEV GE VERNOVA INC454 shares16.11%2026-03-312026-05-05

DGRW WISDOMTREE TR4.4K sharesnew addition2026-03-312026-05-05

MCD MCDONALDS CORP1.2K shares1.58%2026-03-312026-05-05

MS MORGAN STANLEY2.2K shares-0.40%2026-03-312026-05-05

Sponsored

NEE NEXTERA ENERGY INC3.8K shares0.13%2026-03-312026-05-05

CVX CHEVRON CORPORATION1.7K shares0.00%2026-03-312026-05-05

JMEE J P MORGAN EXCHANGE TRADED F5.1K shares4.73%2026-03-312026-05-05

BLACKROCK INC BLACKROCK INC329 shares-8.10%2026-03-312026-05-05

HON HONEYWELL INTL INC1.4K shares-0.57%2026-03-312026-05-05

XLY SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-05-05

BAC BANK AMERICA CORP6.2K shares-0.45%2026-03-312026-05-05

JPME J P MORGAN EXCHANGE TRADED F2.6K shares5.45%2026-03-312026-05-05

Sponsored

GS GOLDMAN SACHS GROUP INC342 shares0.59%2026-03-312026-05-05

RF REGIONS FINANCIAL CORP NEW11.1K shares0.00%2026-03-312026-05-05

SO SOUTHERN CO3.0K shares2.15%2026-03-312026-05-05

NFLX NETFLIX INC.3.0K shares-0.23%2026-03-312026-05-05

JAVA J P MORGAN EXCHANGE TRADED F3.9K shares6.87%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC5.5K shares8.45%2026-03-312026-05-05

PEP PEPSICO INC1.8K shares-9.88%2026-03-312026-05-05

USFR WISDOMTREE TR5.4K sharesnew addition2026-03-312026-05-05

Sponsored

MU MICRON TECHNOLOGY INC803 shares8.51%2026-03-312026-05-05

AFLG FIRST TR EXCHNG TRADED FD VI6.9K sharesnew addition2026-03-312026-05-05

PG PROCTER & GAMBLE CO1.8K shares-30.52%2026-03-312026-05-05

AFL AFLAC INC2.4K shares0.08%2026-03-312026-05-05

QCOM QUALCOMM INC1.9K shares-3.84%2026-03-312026-05-05

VIS VANGUARD WORLD FD776 shares0.00%2026-03-312026-05-05

JGRO J P MORGAN EXCHANGE TRADED F2.9K shares6.59%2026-03-312026-05-05

TT TRANE TECHNOLOGIES PLC578 shares-63.37%2026-03-312026-05-05

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.0K shares0.18%2026-03-312026-05-05

EPS WISDOMTREE TR3.5K sharesnew addition2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC1.6K shares0.63%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC1.1K shares6.60%2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC638 shares-0.16%2026-03-312026-05-05

ORCL ORACLE CORP1.5K shares6.62%2026-03-312026-05-05

PANW PALO ALTO NETWORKS INC1.4K shares2.50%2026-03-312026-05-05

PFE PFIZER INC7.4K sharesnew addition2026-03-312026-05-05

Sponsored

JIVE J P MORGAN EXCHANGE TRADED F2.4K sharesnew addition2026-03-312026-05-05

XOM

EXXON MOBIL CORP

-4.90%

Shares233.6K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

0.10%

Shares10.4K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-0.03%

Shares23.1K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-6.36%

Shares10.3K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-0.65%

Shares20.7K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

-0.42%

Shares13.8K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

2.79%

Shares5.2K

Event2026-03-31

Filed2026-05-05

IWO

ISHARES TR

0.60%

Shares6.9K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

-2.38%

Shares8.8K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

1.47%

Shares7.3K

Event2026-03-31

Filed2026-05-05

IWD

ISHARES TR

3.98%

Shares8.8K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-0.14%

Shares8.8K

Event2026-03-31

Filed2026-05-05

WASTE MGMT INC DEL

0.01%

Shares7.4K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

0.27%

Shares22.0K

Event2026-03-31

Filed2026-05-05

IWN

ISHARES TR

2.58%

Shares8.5K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

1.74%

Shares6.5K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

-1.26%

Shares4.7K

Event2026-03-31

Filed2026-05-05

IWP

ISHARES TR

4.26%

Shares11.8K

Event2026-03-31

Filed2026-05-05

ABT

ABBOTT LABORATORIES

-1.81%

Shares14.1K

Event2026-03-31

Filed2026-05-05

PHILIP MORRIS INTL INC

0.18%

Shares8.5K

Event2026-03-31

Filed2026-05-05

IWS

ISHARES TR

5.03%

Shares9.3K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

0.02%

Shares4.4K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

0.33%

Shares10.1K

Event2026-03-31

Filed2026-05-05

ISTB

ISHARES TR

-0.13%

Shares25.7K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-5.45%

Shares2.8K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

11.95%

Shares4.1K

Event2026-03-31

Filed2026-05-05

EFV

ISHARES TR

3.94%

Shares15.7K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

-3.38%

Shares3.5K

Event2026-03-31

Filed2026-05-05

EFG

ISHARES TR

4.28%

Shares9.4K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

-2.42%

Shares1.0K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

-1.51%

Shares2.3K

Event2026-03-31

Filed2026-05-05

UNP

UNION PAC CORP

0.03%

Shares3.4K

Event2026-03-31

Filed2026-05-05