The Analysis of LUTS & GREENLEIGH GROUP, INC.'s Holdings
Currently, LUTS & GREENLEIGH GROUP, INC. holds 87 types of securities in its portfolio with a total value $117.7M. In the most recent quarter, they have increased their positions in IBM (+7.7K shares, valued at $2.3M), XOM (+5.9K shares, valued at $708.0K), TT (+1.6K shares, valued at $614.2K); decreased their positions in N/A (-606 shares, valued at $190.2K), COST (-86 shares, valued at $74.2K), PG (-406 shares, valued at $58.2K); initiated new positions in TT (+1.6K shares, valued at $614.2K), JGRO (+2.7K shares, valued at $249.1K), ISRG (+425 shares, valued at $240.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
XOM EXXON MOBIL CORP245.7K shares2.45%2025-12-312026-01-26
COST COSTCO WHSL CORP NEW10.4K shares-0.82%2025-12-312026-01-26 AAPL APPLE INC23.1K shares0.29%2025-12-312026-01-26 MSFT MICROSOFT CORP11.0K shares-0.28%2025-12-312026-01-26 NVDA NVIDIA CORPORATION20.8K shares2.40%2025-12-312026-01-26 ABBV ABBVIE INC13.9K shares-0.11%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS9.0K shares597.07%2025-12-312026-01-26 IWF ISHARES TR5.1K shares0.02%2025-12-312026-01-26 ALPHABET INC ALPHABET INC7.2K shares2.42%2025-12-312026-01-26 IWO ISHARES TR6.9K shares0.63%2025-12-312026-01-26 AMZN AMAZON COM INC8.8K shares1.84%2025-12-312026-01-26 ABT ABBOTT LABS14.4K shares-0.98%2025-12-312026-01-26 IWD ISHARES TR8.4K shares0.38%2025-12-312026-01-26 HD HOME DEPOT INC4.8K shares-1.65%2025-12-312026-01-26 WM WASTE MGMT INC DEL7.4K shares0.00%2025-12-312026-01-26 IWP ISHARES TR11.3K shares1.27%2025-12-312026-01-26 KO COCA COLA CO21.9K shares-0.29%2025-12-312026-01-26 IWN ISHARES TR8.3K shares0.98%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.4.4K shares0.11%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC8.5K shares-0.35%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON6.4K shares-1.90%2025-12-312026-01-26 BROADCOM INC BROADCOM INC3.7K shares1.86%2025-12-312026-01-26 ISTB ISHARES TR25.7K shares0.00%2025-12-312026-01-26 IWS ISHARES TR8.9K shares1.58%2025-12-312026-01-26 GLD SPDR GOLD TR2.9K shares7.08%2025-12-312026-01-26 ALPHABET INC ALPHABET INC3.7K shares-14.13%2025-12-312026-01-26 WMT WALMART INC10.0K shares0.25%2025-12-312026-01-26 LLY ELI LILLY & CO1.0K shares4.24%2025-12-312026-01-26 EFV ISHARES TR15.1K shares1.25%2025-12-312026-01-26 TSLA TESLA INC2.3K shares2.47%2025-12-312026-01-26 EFG ISHARES TR9.0K shares1.31%2025-12-312026-01-26 META META PLATFORMS INC1.4K shares0.07%2025-12-312026-01-26 VGT VANGUARD WORLD FD1.1K shares0.00%2025-12-312026-01-26 UNP UNION PAC CORP3.4K shares0.00%2025-12-312026-01-26 LDOS LEIDOS HOLDINGS INC3.7K shares0.00%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR942 shares0.00%2025-12-312026-01-26 TT TRANE TECHNOLOGIES PLC1.6K sharesnew addition2025-12-312026-01-26 V VISA INC1.7K shares-3.77%2025-12-312026-01-26 SYK STRYKER CORPORATION1.7K shares-2.38%2025-12-312026-01-26 SCHZ SCHWAB STRATEGIC TR23.4K shares0.00%2025-12-312026-01-26 SCHF SCHWAB STRATEGIC TR22.6K shares0.00%2025-12-312026-01-26 MDLZ MONDELEZ INTL INC9.6K shares-5.98%2025-12-312026-01-26 CSCO CISCO SYS INC6.2K shares1.13%2025-12-312026-01-26 CAT CATERPILLAR INC825 shares14.42%2025-12-312026-01-26 MA MASTERCARD INCORPORATED806 shares0.25%2025-12-312026-01-26 T AT&T INC18.3K shares-2.04%2025-12-312026-01-26 EEM ISHARES TR8.3K shares-3.84%2025-12-312026-01-26 SCHH SCHWAB STRATEGIC TR21.2K shares0.00%2025-12-312026-01-26 D DOMINION ENERGY INC7.4K shares31.49%2025-12-312026-01-26 MS MORGAN STANLEY2.2K shares0.00%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO2.6K shares-13.48%2025-12-312026-01-26 MCD MCDONALDS CORP1.2K shares-3.69%2025-12-312026-01-26 BAC BANK AMERICA CORP6.2K shares0.52%2025-12-312026-01-26 QCOM QUALCOMM INC2.0K shares0.00%2025-12-312026-01-26 XLY SELECT SECTOR SPDR TR2.9K shares100.00%2025-12-312026-01-26 JMEE J P MORGAN EXCHANGE TRADED F4.9K shares9.12%2025-12-312026-01-26 NEE NEXTERA ENERGY INC3.8K shares0.00%2025-12-312026-01-26 RF REGIONS FINANCIAL CORP NEW11.1K shares0.00%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC340 shares3.66%2025-12-312026-01-26 PEP PEPSICO INC2.0K shares-5.87%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC1.6K shares12.87%2025-12-312026-01-26 NFLX NETFLIX INC3.0K shares867.96%2025-12-312026-01-26 ORCL ORACLE CORP1.4K shares-9.84%2025-12-312026-01-26 HON HONEYWELL INTL INC1.4K shares2.20%2025-12-312026-01-26 JPME J P MORGAN EXCHANGE TRADED F2.5K shares20.19%2025-12-312026-01-26 AFL AFLAC INC2.4K shares-0.21%2025-12-312026-01-26 CVX CHEVRON CORP NEW1.7K shares0.24%2025-12-312026-01-26 JAVA J P MORGAN EXCHANGE TRADED F3.6K shares24.81%2025-12-312026-01-26 GEV GE VERNOVA INC391 shares2.36%2025-12-312026-01-26 SO SOUTHERN CO2.9K shares0.10%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC771 shares-0.13%2025-12-312026-01-26 JGRO J P MORGAN EXCHANGE TRADED F2.7K sharesnew addition2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC1.3K shares0.08%2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC425 sharesnew addition2025-12-312026-01-26 VIS VANGUARD WORLD FD776 shares0.00%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2025-12-312026-01-26 BMY BRISTOL-MYERS SQUIBB CO4.0K sharesnew addition2025-12-312026-01-26 AXP AMERICAN EXPRESS CO571 sharesnew addition2025-12-312026-01-26 MU MICRON TECHNOLOGY INC740 sharesnew addition2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC5.1K shares-8.06%2025-12-312026-01-26 SAIC SCIENCE APPLICATIONS INTL CO2.0K shares-0.05%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available