LUTS & GREENLEIGH GROUP, INC 13F Holdings
CIK 0001967844 · BETHESDA, MD
As of Sep 30, 2025, LUTS & GREENLEIGH GROUP, INC reported 83 positions worth
CIK 0001967844 · BETHESDA, MD
As of Sep 30, 2025, LUTS & GREENLEIGH GROUP, INC reported 83 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| EXXON MOBIL CORP | XOM | Energy | 239,799 | $27.0M | 24.27% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 10,516 | $9.7M | 8.74% |
| APPLE INC | AAPL | Technology | 23,008 | $5.9M | 5.26% |
| MICROSOFT CORP | MSFT | Technology | 11,073 | $5.7M | 5.15% |
| NVIDIA CORP | NVDA | Technology | 20,339 | $3.8M | 3.41% |
| ABBVIE INC | ABBV | Equity | 13,869 | $3.2M | 2.88% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 5,085 | $2.4M | 2.14% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 6,839 | $2.2M | 1.96% |
| HOME DEPOT INC | HD | Consumer Cyclical | 4,855 | $2.0M | 1.77% |
| ABBOTT LABORATORIES | ABT | Healthcare | 14,535 | .9M | 1.75% |
| AMAZON.COM INC | AMZN | Equity | 8,689 | .9M | 1.71% |
| ALPHABET INC | GOOGL | Equity | 7,061 | .7M | 1.54% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 8,390 | .7M | 1.53% |
| WASTE MANAGEMENT INC | WM | Industrials | 7,359 | .6M | 1.46% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 11,140 | .6M | 1.42% |
| COCA COLA CO | KO | Consumer Defensive | 21,961 | .5M | 1.31% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 8,183 | .4M | 1.30% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 8,555 | .4M | 1.25% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4,378 | .4M | 1.24% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 25,691 | .3M | 1.13% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 8,728 | .2M | 1.09% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 6,513 | .2M | 1.08% |
| BROADCOM INC | AVGO | Technology | 3,598 | .2M | 1.07% |
| ALPHABET INC | GOOG | Equity | 4,289 | .0M | 0.94% |
| META PLATFORMS INC | META | Communication Services | 1,415 | .0M | 0.93% |