Fund HoldingsLUTS & GREENLEIGH GROUP, INC

Total Portfolio Value
$117.71M
Total Bought
$10.28M
Total Sold
$4.22M
Net Transaction
+$6.06M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
EXXON MOBIL CORP239,799245,682+5,88327,03729,56525.12%+2,528
INTERNATIONAL BUSINESS MACHS(IBM)1,2969,034+7,7383662,6762.27%+2,310
TRANE TECHNOLOGIES PLC(TT)01,578+1,57806140.52%+614
ALPHABET INC(GOOG)7,0617,232+1711,7172,2641.92%+547
APPLE INC(AAPL)23,00823,075+675,8596,2735.33%+415
ELI LILLY & CO(LLY)9911,033+427561,1100.94%+354
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,862+2,86203420.29%+342
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
02,684+2,68402490.21%+249
INTUITIVE SURGICAL INC0425+42502410.20%+241
ADVANCED MICRO DEVICES INC(AMD)01,076+1,07602300.20%+230
BRISTOL-MYERS SQUIBB CO(BMY)03,950+3,95002130.18%+213
AMERICAN EXPRESS CO(AXP)0571+57102110.18%+211
MICRON TECHNOLOGY INC(MU)0740+74002110.18%+211
SPDR GOLD TR(GLD)2,7422,936+1949751,1640.99%+189
AMAZON COM INC(AMZN)8,6898,849+1601,9082,0431.74%+135
CATERPILLAR INC(CAT)721825+1043444730.40%+129
JOHNSON & JOHNSON(JNJ)6,5136,389-1241,2081,3221.12%+115
ALPHABET INC(GOOG)4,2893,683-6061,0451,1560.98%+111
MERCK & CO INC(MRK)4,7104,631-793954880.41%+92
NVIDIA CORPORATION(NVDA)20,33920,828+4893,7953,8843.30%+90
DOMINION ENERGY INC(D)5,5957,357+1,7623424310.37%+89
WALMART INC(WMT)9,99910,024+251,0301,1170.95%+86
BROADCOM INC(AVGO)3,5983,665+671,1871,2691.08%+82
COCA COLA CO(KO)21,96121,898-631,4561,5311.30%+74
ISHARES TR14,90715,094+1871,0111,0780.92%+67
ISHARES TR8,3908,422+321,7081,7721.51%+63
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
2,9023,622+7202002600.22%+60
CISCO SYS INC(CSCO)6,0916,160+694174740.40%+58
ISHARES TR8,1838,263+801,4471,4971.27%+50
VANGUARD INDEX FDS1,0491,099+506426890.59%+47
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
2,0462,459+4132222670.23%+45
MORGAN STANLEY(MS)2,2452,24503573980.34%+42
GOLDMAN SACHS GROUP INC(GS)328340+122612990.25%+38
TESLA INC(TSLA)2,2652,321+561,0071,0440.89%+37
ISHARES TR6,8396,882+432,1892,2231.89%+34
ISHARES TR8,7288,866+1381,2191,2511.06%+31
JPMORGAN CHASE & CO.(JPM)4,3784,383+51,3811,4121.20%+31
J P MORGAN EXCHANGE TRADED F
SMALL & MID CAP
4,4764,884+4082843140.27%+31
PALANTIR TECHNOLOGIES INC(PLTR)1,4061,587+1812562820.24%+26
ISHARES TR5,0855,086+12,3822,4072.04%+25
BANK AMERICA CORP6,2016,233+323203430.29%+23
GE VERNOVA INC(GEV)382391+92352560.22%+21
NEXTERA ENERGY INC(NEE)3,8043,80402873050.26%+18
SCHWAB STRATEGIC TR22,61722,61705275440.46%+17
SPDR S&P 500 ETF TR(SPY)94294206286430.55%+15
ISHARES TR8,8768,992+1161,0111,0240.87%+14
QUALCOMM INC(QCOM)2,0042,00403333430.29%+9
VANGUARD WORLD FD
INF TECH ETF
1,1301,13008448520.72%+8
REGIONS FINANCIAL CORP NEW(RF)11,09011,09002923010.26%+8
TE CONNECTIVITY PLC(TEL)93993902062140.18%+7
BERKSHIRE HATHAWAY INC DEL1,2031,216+136056110.52%+6
MASTERCARD INCORPORATED(MA)804806+24574600.39%+3
SCIENCE APPLICATIONS INTL CO(SAIC)2,0452,044-12032060.17%+3
VANGUARD WORLD FD
INDUSTRIAL ETF
77677602302320.20%+2
ISHARES TR
CORE 1 5 YR USD
25,69125,69101,2551,2521.06%-2
SCHWAB STRATEGIC TR23,41223,41205495470.46%-2
AFLAC INC(AFL)2,3842,379-52662620.22%-4
CHEVRON CORP NEW(CVX)1,7021,706+42642600.22%-4
VISA INC(V)1,7781,711-676076000.51%-7
ISHARES TR8,5968,266-3304594520.38%-7
WASTE MGMT INC DEL(WM)7,3597,35901,6251,6171.37%-8
PEPSICO INC(PEP)2,0961,973-1232942830.24%-11
MCDONALDS CORP(MCD)1,2481,202-463793670.31%-12
UNITEDHEALTH GROUP INC(UNH)772771-12672550.22%-12
SCHWAB STRATEGIC TR21,20021,20004574430.38%-14
HONEYWELL INTL INC(HON)1,3661,396+302882720.23%-15
UNION PAC CORP(UNP)3,3803,38007997820.66%-17
PHILIP MORRIS INTL INC(PM)8,5558,525-301,3881,3671.16%-20
SOUTHERN CO(SO)2,9222,925+32772550.22%-22
PALO ALTO NETWORKS INC(PANW)1,3191,320+12692430.21%-25
LEIDOS HOLDINGS INC(LDOS)3,6533,65306906590.56%-31
VERIZON COMMUNICATIONS INC(VZ)5,5245,079-4452432070.18%-36
BLACKROCK INC(BLK)361358-34203830.33%-37
EATON CORP PLC(ETN)645639-62412040.17%-38
ISHARES TR11,14011,281+1411,5871,5451.31%-42
ABBVIE INC(ABBV)13,86913,854-153,2113,1662.69%-46
STRYKER CORPORATION(SYK)1,7241,683-416375920.50%-46
AT&T INC(T)18,71518,334-3815284550.39%-73
PROCTER AND GAMBLE CO(PG)3,0112,605-4064633730.32%-89
NETFLIX INC(NFLX)3092,991+2,6823702800.24%-90
META PLATFORMS INC(META)1,4151,416+11,0399350.79%-104
MONDELEZ INTL INC(MDLZ)10,1649,556-6086355140.44%-121
ABBOTT LABS14,53514,393-1421,9471,8031.53%-144
ORACLE CORP(ORCL)1,5751,420-1554432770.24%-166
COMCAST CORP NEW(CCZ)6,5110-6,5112050-205
SERVICENOW INC(NOW)2470-2472270-227
HOME DEPOT INC(HD)4,8554,775-801,9671,6431.40%-324
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,4310-1,4313430-343
MICROSOFT CORP(MSFT)11,07311,042-315,7355,3404.54%-395
KELLANOVA8,8050-8,8057220-722
COSTCO WHSL CORP NEW(COST)10,51610,430-869,7348,9947.64%-740
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