Luts & Greenleigh Group, Inc Portfolio Holdings

Luts & Greenleigh Group, Inc

  • $101 Billion
  • Q4 2024

Luts & Greenleigh Group, Inc has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $26.6B, Costco Wholesale Corp with a value of $9.65B, Apple Inc. with a value of $6.36B, Microsoft Corp with a value of $4.57B, and Nvidia Corp with a value of $2.74B.

Examining the 13F form we can see an decrease of $2.92B in the current position value, from $104B to 101B.

Luts & Greenleigh Group, Inc is based out at Bethesda, MD

Below you can find more details about Luts & Greenleigh Group, Inc portfolio as well as his latest detailed transactions.

Portfolio value $101 Billion
Energy: $26.8 Billion
Technology: $17 Billion
ETFs: $17 Billion
Consumer Defensive: $15.1 Billion
Healthcare: $7.87 Billion
Consumer Cyclical: $5.06 Billion
Communication Services: $4.26 Billion
Financial Services: $3.61 Billion
Other: $4.07 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.3B
$1.48 Billion 1.47% of portfolio
7,357
Q4 2024 Reduced 0.05%
$150B
$773 Million 0.76% of portfolio
3,390
Q4 2024 Added 0.12%
$94B
$760 Million 0.75% of portfolio
3,279
Q4 2024 Reduced 3.25%
$27.8B
$713 Million 0.7% of portfolio
8,800
Q4 2024 Reduced 0.06%
$78.7B
$632 Million 0.62% of portfolio
10,576
Q4 2024 Reduced 3.38%
$151B
$616 Million 0.61% of portfolio
1,711
Q4 2024 Added 2.52%
$19.3B
$525 Million 0.52% of portfolio
3,647
Q4 2024 Reduced 0.14%
$136B
$423 Million 0.42% of portfolio
5,904
Q4 2024 Added 51.62%
$197B
$426 Million 0.42% of portfolio
2,773
Q4 2024 Reduced 0.75%
$174B
$385 Million 0.38% of portfolio
16,905
Q4 2024 Added 2.8%
$45B
$313 Million 0.31% of portfolio
5,815
Q4 2024 Added 0.68%
$189B
$316 Million 0.31% of portfolio
870
Q4 2024 Reduced 0.34%
$149B
$300 Million 0.3% of portfolio
1,327
Q4 2024 Reduced 0.97%
$149B
$289 Million 0.29% of portfolio
7,690
Q4 2024 Reduced 0.39%
$22.7B
$261 Million 0.26% of portfolio
11,110
Q3 2024 Added 0.18%
$169B
$251 Million 0.25% of portfolio
6,269
Q4 2024 Added 6.02%
$67.8B
$246 Million 0.24% of portfolio
2,376
Q4 2024 Added 0.04%
$55.9B
$235 Million 0.23% of portfolio
1,290
Q4 2024 Added 99.69%
$127B
$229 Million 0.23% of portfolio
4,057
Q4 2024 Added 2.92%
$126B
$217 Million 0.21% of portfolio
654
Q4 2024 Added 1.4%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $101 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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