LUTS & GREENLEIGH GROUP, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, LUTS & GREENLEIGH GROUP, INC. held in its portfolio 87 assets valued at $117,705,147 (i.e. $117.71M).
The most valuable assets in the portfolio included: EXXON MOBIL CORP ($29.57M), COSTCO WHSL CORP NEW ($8.99M), and APPLE INC ($6.27M).
The chart below shows the top 10 valuable assets, and the table below shows the top 87 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LUTS & GREENLEIGH GROUP, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| EXXON MOBIL CORP | 245682 | 29565343 | COM |
| COSTCO WHSL CORP NEW | 10430 | 8994135 | COM |
| APPLE INC | 23075 | 6273113 | COM |
| MICROSOFT CORP | 11042 | 5340217 | COM |
| NVIDIA CORPORATION | 20828 | 3884467 | COM |
| ABBVIE INC | 13854 | 3165613 | COM |
| INTERNATIONAL BUSINESS MACHS | 9034 | 2675869 | COM |
| ISHARES TR | 5086 | 2407037 | RUS 1000 GRW ETF |
| ALPHABET INC | 7232 | 2263718 | CAP STK CL A |
| ISHARES TR | 6882 | 2222919 | RUS 2000 GRW ETF |
| AMAZON COM INC | 8849 | 2042589 | COM |
| ABBOTT LABS | 14393 | 1803330 | COM |
| ISHARES TR | 8422 | 1771514 | RUS 1000 VAL ETF |
| HOME DEPOT INC | 4775 | 1643079 | COM |
| WASTE MGMT INC DEL | 7359 | 1616769 | COM |
| ISHARES TR | 11281 | 1544761 | RUS MD CP GR ETF |
| COCA COLA CO | 21898 | 1530898 | COM |
| ISHARES TR | 8263 | 1497349 | RUS 2000 VAL ETF |
| JPMORGAN CHASE & CO. | 4383 | 1412254 | COM |
| PHILIP MORRIS INTL INC | 8525 | 1367453 | COM |
| JOHNSON & JOHNSON | 6389 | 1322263 | COM |
| BROADCOM INC | 3665 | 1268503 | COM |
| ISHARES TR | 25691 | 1252436 | CORE 1 5 YR USD |
| ISHARES TR | 8866 | 1250521 | RUS MDCP VAL ETF |
| SPDR GOLD TR | 2936 | 1163566 | GOLD SHS |
| ALPHABET INC | 3683 | 1155855 | CAP STK CL C |
| WALMART INC | 10024 | 1116768 | COM |
| ELI LILLY & CO | 1033 | 1110333 | COM |
| ISHARES TR | 15094 | 1077892 | EAFE VALUE ETF |
| TESLA INC | 2321 | 1043649 | COM |
| ISHARES TR | 8992 | 1024412 | EAFE GRWTH ETF |
| META PLATFORMS INC | 1416 | 934980 | CL A |
| VANGUARD WORLD FD | 1130 | 851886 | INF TECH ETF |
| UNION PAC CORP | 3380 | 781862 | COM |
| VANGUARD INDEX FDS | 1099 | 689240 | S&P 500 ETF SHS |
| LEIDOS HOLDINGS INC | 3653 | 659001 | COM |
| SPDR S&P 500 ETF TR | 942 | 642584 | TR UNIT |
| TRANE TECHNOLOGIES PLC | 1578 | 614158 | SHS |
| BERKSHIRE HATHAWAY INC DEL | 1216 | 611222 | CL B NEW |
| VISA INC | 1711 | 600151 | COM CL A |
| STRYKER CORPORATION | 1683 | 591524 | COM |
| SCHWAB STRATEGIC TR | 23412 | 547138 | US AGGREGATE B |
| SCHWAB STRATEGIC TR | 22617 | 543713 | INTL EQTY ETF |
| MONDELEZ INTL INC | 9556 | 514399 | CL A |
| MERCK & CO INC | 4631 | 487503 | COM |
| CISCO SYS INC | 6160 | 474495 | COM |
| CATERPILLAR INC | 825 | 472688 | COM |
| MASTERCARD INCORPORATED | 806 | 460054 | CL A |
| AT&T INC | 18334 | 455428 | COM |
| ISHARES TR | 8266 | 452209 | MSCI EMG MKT ETF |
| SCHWAB STRATEGIC TR | 21200 | 442868 | US REIT ETF |
| DOMINION ENERGY INC | 7357 | 431047 | COM |
| MORGAN STANLEY | 2245 | 398494 | COM NEW |
| BLACKROCK INC | 358 | 382835 | COM |
| PROCTER AND GAMBLE CO | 2605 | 373269 | COM |
| MCDONALDS CORP | 1202 | 367392 | COM |
| BANK AMERICA CORP | 6233 | 342793 | COM |
| QUALCOMM INC | 2004 | 342784 | COM |
| SELECT SECTOR SPDR TR | 2862 | 341751 | STATE STREET CON |
| J P MORGAN EXCHANGE TRADED F | 4884 | 314432 | SMALL & MID CAP |
| NEXTERA ENERGY INC | 3804 | 305385 | COM |
| REGIONS FINANCIAL CORP NEW | 11090 | 300539 | COM |
| GOLDMAN SACHS GROUP INC | 340 | 299174 | COM |
| PEPSICO INC | 1973 | 283219 | COM |
| PALANTIR TECHNOLOGIES INC | 1587 | 282089 | CL A |
| NETFLIX INC | 2991 | 280436 | COM |
| ORACLE CORP | 1420 | 276703 | COM |
| HONEYWELL INTL INC | 1396 | 272438 | COM |
| J P MORGAN EXCHANGE TRADED F | 2459 | 267195 | DIVERSFED RTRN |
| AFLAC INC | 2379 | 262332 | COM |
| CHEVRON CORP NEW | 1706 | 260031 | COM |
| J P MORGAN EXCHANGE TRADED F | 3622 | 259770 | ACTIVE VALUE ETF |
| GE VERNOVA INC | 391 | 255563 | COM |
| SOUTHERN CO | 2925 | 255074 | COM |
| UNITEDHEALTH GROUP INC | 771 | 254515 | COM |
| J P MORGAN EXCHANGE TRADED F | 2684 | 249075 | ACTIVE GROWTH |
| PALO ALTO NETWORKS INC | 1320 | 243144 | COM |
| INTUITIVE SURGICAL INC | 425 | 240703 | COM NEW |
| VANGUARD WORLD FD | 776 | 231543 | INDUSTRIAL ETF |
| ADVANCED MICRO DEVICES INC | 1076 | 230436 | COM |
| TE CONNECTIVITY PLC | 939 | 213632 | ORD SHS |
| BRISTOL-MYERS SQUIBB CO | 3950 | 213089 | COM |
| AMERICAN EXPRESS CO | 571 | 211241 | COM |
| MICRON TECHNOLOGY INC | 740 | 211151 | COM |
| VERIZON COMMUNICATIONS INC | 5079 | 206868 | COM |
| SCIENCE APPLICATIONS INTL CO | 2044 | 205749 | COM |
| EATON CORP PLC | 639 | 203528 | SHS |
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