Fund HoldingsLUTS & GREENLEIGH GROUP, INC

Total Portfolio Value
$126.27M
Total Bought
$6.35M
Total Sold
$16.47M
Net Transaction
-$10.12M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP245,682233,646-12,03629,56539,64031.39%+10,075
COSTCO WHOLESALE CORPORATION(COST)10,43010,440+108,99410,4038.24%+1,409
TIDAL TRUST I023,295+23,29505560.44%+556
WISDOMTREE TR(WT)04,375+4,37503840.30%+384
WISDOMTREE TR(WT)05,398+5,39802720.22%+272
JOHNSON & JOHNSON(JNJ)6,3896,500+1111,3221,5891.26%+267
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR LGCP
06,903+6,90302660.21%+266
WISDOMTREE TR(WT)03,460+3,46002360.19%+236
PFIZER INC(PFE)07,355+7,35502070.16%+207
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
02,352+2,35202010.16%+201
CATERPILLAR INC(CAT)825892+674736320.50%+159
GE VERNOVA INC(GEV)391454+632563960.31%+141
COCA COLA CO(KO)21,89821,958+601,5311,6701.32%+139
WALMART INC(WMT)10,02410,057+331,1171,2500.99%+133
ISHARES TR8,2638,476+2131,4971,6071.27%+110
ISHARES TR8,8669,312+4461,2511,3571.07%+107
ISHARES TR8,4228,757+3351,7721,8711.48%+100
CHEVRON CORPORATION(CVX)1,7061,70602603530.28%+93
ISHARES TR15,09415,689+5951,0781,1670.92%+89
AT&T INC(T)18,33418,398+644555330.42%+78
WASTE MGMT INC DEL(WM)7,3597,360+11,6171,6911.34%+75
MERCK & CO INC(MRK)4,6314,642+114885580.44%+71
VERIZON COMMUNICATIONS INC(VZ)5,0795,508+4292072770.22%+70
MICRON TECHNOLOGY INC(MU)740803+632112710.21%+60
NEXTERA ENERGY INC(NEE)3,8043,809+53053540.28%+48
PHILIP MORRIS INTL INC(PM)8,5258,540+151,3671,4121.12%+45
HONEYWELL INTL INC(HON)1,3961,388-82723140.25%+41
UNION PAC CORP(UNP)3,3803,381+17828200.65%+38
SOUTHERN CO(SO)2,9252,988+632552880.23%+33
SPDR GOLD TR(GLD)2,9362,776-1601,1641,1940.95%+31
MONDELEZ INTL INC(MDLZ)9,5569,452-1045145450.43%+30
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
2,4592,593+1342672970.24%+30
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
4,8845,115+2313143420.27%+27
BRISTOL-MYERS SQUIBB CO(BMY)3,9503,957+72132400.19%+27
ALPHABET INC(GOOG)3,6834,123+4401,1561,1830.94%+27
EATON CORP PLC(ETN)639638-12042280.18%+25
DOMINION ENERGY INC(D)7,3577,35704314550.36%+24
ISHARES TR8,2668,330+644524730.37%+21
ISHARES TR8,9929,377+3851,0241,0440.83%+20
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
3,6223,871+2492602780.22%+18
SCHWAB STRATEGIC TR22,61722,61705445600.44%+16
SCHWAB STRATEGIC TR21,20021,20004434560.36%+13
MCDONALDS CORP(MCD)1,2021,221+193673800.30%+12
VANGUARD WORLD FD
INDUSTRIAL ETF
77677602322420.19%+11
NETFLIX INC.(NFLX)2,9912,984-72802870.23%+6
ADVANCED MICRO DEVICES INC(AMD)1,0761,147+712302330.18%+3
AFLAC INC(AFL)2,3792,381+22622610.21%-1
SCHWAB STRATEGIC TR23,41223,41205475440.43%-4
PEPSICO INC(PEP)1,9731,778-1952832760.22%-7
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
2,6842,861+1772492420.19%-7
ISHARES TR
CORE 1 5 YR USD
25,69125,658-331,2521,2430.98%-9
GOLDMAN SACHS GROUP INC(GS)340342+22992900.23%-9
BERKSHIRE HATHAWAY INC DEL1,2161,253+376116000.48%-11
REGIONS FINANCIAL CORP NEW(RF)11,09011,09003012900.23%-11
CISCO SYS INC(CSCO)6,1605,906-2544744580.36%-16
VANGUARD INDEX FDS1,0991,113+146896650.53%-24
PALO ALTO NETWORKS INC(PANW)1,3201,353+332432170.17%-26
STATE STR SPDR S&P 500 ETF T(SPY)942944+26436140.49%-29
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,8622,86203423120.25%-30
MORGAN STANLEY(MS)2,2452,236-93983680.29%-31
ISHARES TR11,28111,762+4811,5451,5071.19%-38
BANK AMERICA CORP6,2336,205-283433020.24%-40
STRYKER CORPORATION(SYK)1,6831,675-85925500.44%-41
PALANTIR TECHNOLOGIES INC(PLTR)1,5871,597+102822340.19%-48
ISHARES TR6,8826,923+412,2232,1721.72%-50
ORACLE CORP(ORCL)1,4201,514+942772230.18%-54
MASTERCARD INCORPORATED(MA)806802-44604010.32%-59
BLACKROCK INC(BLK)358329-293833160.25%-66
VANGUARD WORLD FD
INF TECH ETF
1,1301,114-168527770.62%-75
LEIDOS HOLDINGS INC(LDOS)3,6533,65306595680.45%-91
HOME DEPOT INC(HD)4,7754,715-601,6431,5511.23%-92
QUALCOMM INC(QCOM)2,0041,927-773432480.20%-95
VISA INC(V)1,7111,626-856004910.39%-109
PROCTER & GAMBLE CO(PG)2,6051,810-7953732610.21%-112
JPMORGAN CHASE & CO(JPM)4,3834,384+11,4121,2901.02%-123
META PLATFORMS INC(META)1,4161,417+19358100.64%-125
ALPHABET INC(GOOG)7,2327,338+1062,2642,1101.67%-154
ABBVIE INC(ABBV)13,85413,796-583,1663,0002.38%-165
BROADCOM INC(AVGO)3,6653,541-1241,2691,0960.87%-172
ISHARES TR5,0865,228+1422,4072,2291.77%-178
ELI LILLY & CO(LLY)1,0331,008-251,1109270.73%-183
TESLA INC(TSLA)2,3212,286-351,0448500.67%-194
AMAZON COM INC(AMZN)8,8498,837-122,0431,8411.46%-202
SCIENCE APPLICATIONS INTL CO(SAIC)2,0440-2,0442060-206
AMERICAN EXPRESS CO(AXP)5710-5712110-211
TE CONNECTIVITY PLC(TEL)9390-9392140-214
INTUITIVE SURGICAL INC4250-4252410-241
UNITEDHEALTH GROUP INC(UNH)7710-7712550-255
NVIDIA CORPORATION(NVDA)20,82820,693-1353,8843,6092.86%-276
ABBOTT LABORATORIES14,39314,133-2601,8031,4511.15%-352
TRANE TECHNOLOGIES PLC(TT)1,578578-1,0006142410.19%-373
APPLE INC(AAPL)23,07523,068-76,2735,8544.64%-419
INTERNATIONAL BUSINESS MACHS(IBM)9,0348,819-2152,6762,1381.69%-538
MICROSOFT CORP(MSFT)11,04210,340-7025,3403,8273.03%-1,513
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