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Disclosery

13F-HR filed by LUTS & GREENLEIGH GROUP, INC.

LUTS & GREENLEIGH GROUP, INC. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-17, with 78 holding rows worth $101,234,860.

Accession
0001951757-25-000067
Filer
CIK 1967844
Filed
2025-01-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 78 entries on the cover page, a total value of $101,234,860 stated on the cover page (in dollars after the unit check, H1), rows summing to $101,234,860 with VALUE read as dollars as filed, 13F file number 028-23167. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
EXXON MOBIL CORP30231G102COM247,156$26,586,581dollars as filed
Costco Wholesale Corporation22160K105COM10,533$9,650,660dollars as filed
Apple Inc037833100COM25,380$6,355,582dollars as filed
Microsoft Corp594918104COM10,839$4,568,594dollars as filed
NVIDIA Corp67066G104COM20,374$2,735,970dollars as filed
AbbVie,Inc.00287Y109COM13,784$2,449,478dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK5,189$2,083,978dollars as filed
Amazon.com, Inc023135106COM9,081$1,992,281dollars as filed
Home Depot, Inc437076102COM4,806$1,869,330dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF6,046$1,740,063dollars as filed
Abbott Laboratories002824100COM14,431$1,632,236dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF8,118$1,502,855dollars as filed
Waste Management, Inc.94106L109COM7,357$1,484,572dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF11,100$1,406,956dollars as filed
Coca-Cola Company191216100COM21,990$1,369,079dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,039$1,332,446dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD25,894$1,236,956dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF7,414$1,217,113dollars as filed
SPDR GOLD TR78463V107GOLD SHS4,615$1,117,430dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF8,545$1,105,211dollars as filed
JPMorgan Chase & Co46625H100COM4,485$1,075,149dollars as filed
Johnson & Johnson478160104COM7,274$1,051,947dollars as filed
Philip Morris International Inc.718172109COM8,497$1,022,655dollars as filed
Walmart Inc.931142103COM9,805$885,922dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,640$883,692dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF8,740$846,275dollars as filed
Tesla Motors, Inc88160R101COM2,073$837,160dollars as filed
META PLATFORMS INC CL A30303M102COM1,358$795,212dollars as filed
iShares MSCI EAFE Value ETF464288877SHS14,781$775,549dollars as filed
Union Pacific Corporation907818108COM3,390$773,084dollars as filed
Eli Lilly and Company532457108COM985$760,392dollars as filed
Broadcom Inc.11135F101COM3,279$760,220dollars as filed
KELLANOVA487836108COM8,800$712,536dollars as filed
VGT92204A702SHS1,114$692,706dollars as filed
Mondelez International,Inc. Class A609207105COM10,576$631,704dollars as filed
Stryker Corporation863667101COM1,711$616,046dollars as filed
Vanguard S&P 500 ETF922908363COM1,049$565,090dollars as filed
Procter & Gamble Co742718109COM3,351$561,765dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B23,882$542,111dollars as filed
Visa Inc92826C839COM1,700$537,287dollars as filed
Berkshire Hathaway Inc084670702COM1,180$534,870dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock3,647$525,387dollars as filed
Merck & Co.,Inc.58933Y105COM4,864$483,887dollars as filed
Schwab US REIT ETF808524847SHS21,200$446,472dollars as filed
SPY78462F103SHS755$442,738dollars as filed
UnitedHealth Group Inc91324P102COM849$429,599dollars as filed
Qualcomm Incorporated747525103COM2,773$425,988dollars as filed
NextEra Energy,Inc.65339F101COM5,904$423,258dollars as filed
MasterCard, Inc57636Q104COM800$421,489dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF22,180$410,330dollars as filed
AT&T Inc00206R102COM16,905$384,931dollars as filed
McDonalds Corporation580135101COM1,245$360,951dollars as filed
BlackRock,Inc.09290D101COM350$358,839dollars as filed
Cisco Systems,Inc.17275R102COM5,743$339,972dollars as filed
Netflix, Inc64110L106COM364$324,440dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR1,431$321,045dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF7,645$319,718dollars as filed
Caterpillar Inc.149123101COM870$315,536dollars as filed
DOMINION ENERGY INC COM25746U109Stock5,815$313,196dollars as filed
Honeywell Technologies438516106COM1,327$299,864dollars as filed
Accenture Plc Class AG1151C101COM849$298,670dollars as filed
Comcast Corp20030N101COM7,690$288,606dollars as filed
PepsiCo,Inc.713448108COM1,890$287,438dollars as filed
ServiceNow,Inc.81762P102COM269$285,172dollars as filed
International Business Machines Corporation459200101COM1,275$280,308dollars as filed
Morgan Stanley617446448COM2,189$275,226dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock11,110$261,307dollars as filed
Chevron Corporation166764100COM1,801$260,924dollars as filed
Bank of America Corp060505104COM5,890$258,880dollars as filed
Verizon Communications Inc92343V104COM6,269$250,697dollars as filed
AFLAC INC COM001055102Stock2,376$245,773dollars as filed
Southern Company842587107COM2,973$244,764dollars as filed
PALO ALTO NETWORKS INC697435105COM1,290$234,728dollars as filed
Bristol-Myers Squibb Company110122108COM4,057$229,449dollars as filed
SCIENCE APPLICATIONS INTL CORP COM808625107Stock2,044$228,478dollars as filed
Intuitive Surgical,Inc.46120E602COM424$221,311dollars as filed
iShares S&P 500 Value ETF464287408SHS1,151$219,703dollars as filed
Eaton Corp. PlcG29183103COM654$217,043dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-000067this filing2025-01-17acceptance time not in the bulk data set