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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 2025-09-30, filed 2025-11-07, with 83 holding rows worth $111,412,356.

Accession
0001951757-25-001341
Filer
CIK 1967844
Filed
2025-11-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 83 entries on the cover page, a total value of $111,412,356 stated on the cover page (in dollars after the unit check, H1), rows summing to $111,412,356 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 CORP30231G102COM239,799$27,037,376dollars as filed
Costco Wholesale Corporation22160K105COM10,516$9,733,747dollars as filed
Apple Inc037833100COM23,008$5,858,507dollars as filed
Microsoft Corp594918104COM11,073$5,735,009dollars as filed
NVIDIA Corp67066G104COM20,339$3,794,893dollars as filed
AbbVie,Inc.00287Y109COM13,869$3,211,282dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK5,085$2,381,658dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF6,839$2,188,653dollars as filed
Home Depot, Inc437076102COM4,855$1,967,331dollars as filed
Abbott Laboratories002824100COM14,535$1,946,859dollars as filed
Amazon.com, Inc023135106COM8,689$1,907,903dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,061$1,716,575dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF8,390$1,708,214dollars as filed
Waste Management, Inc.94106L109COM7,359$1,625,137dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF11,140$1,586,500dollars as filed
Coca-Cola Company191216100COM21,961$1,456,478dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF8,183$1,446,892dollars as filed
Philip Morris International Inc.718172109COM8,555$1,387,626dollars as filed
JPMorgan Chase & Co46625H100COM4,378$1,380,887dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD25,691$1,254,748dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF8,728$1,219,073dollars as filed
Johnson & Johnson478160104COM6,513$1,207,578dollars as filed
Broadcom Inc.11135F101COM3,598$1,186,940dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,289$1,044,555dollars as filed
META PLATFORMS INC CL A30303M102COM1,415$1,039,416dollars as filed
Walmart Inc.931142103COM9,999$1,030,492dollars as filed
iShares MSCI EAFE Value ETF464288877SHS14,907$1,011,108dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF8,876$1,010,757dollars as filed
Tesla Motors, Inc88160R101COM2,265$1,007,141dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,742$974,699dollars as filed
VGT92204A702SHS1,130$843,786dollars as filed
Union Pacific Corporation907818108COM3,380$798,931dollars as filed
Eli Lilly and Company532457108COM991$756,236dollars as filed
KELLANOVA487836108COM8,805$722,186dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock3,653$690,271dollars as filed
Vanguard S&P 500 ETF922908363COM1,049$642,333dollars as filed
Stryker Corporation863667101COM1,724$637,311dollars as filed
Mondelez International,Inc. Class A609207105COM10,164$634,945dollars as filed
SPY78462F103SHS942$627,616dollars as filed
Visa Inc92826C839COM1,778$606,940dollars as filed
Berkshire Hathaway Inc084670702COM1,203$604,796dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B23,412$549,480dollars as filed
AT&T Inc00206R102COM18,715$528,498dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF22,617$526,524dollars as filed
Procter & Gamble Co742718109COM3,011$462,688dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF8,596$459,018dollars as filed
Schwab US REIT ETF808524847SHS21,200$457,284dollars as filed
MasterCard, Inc57636Q104COM804$457,186dollars as filed
Oracle Corporation68389X105COM1,575$442,848dollars as filed
BlackRock,Inc.09290D101COM361$420,330dollars as filed
Cisco Systems,Inc.17275R102COM6,091$416,756dollars as filed
Merck & Co.,Inc.58933Y105COM4,710$395,277dollars as filed
McDonalds Corporation580135101COM1,248$379,204dollars as filed
Netflix, Inc64110L106COM309$370,466dollars as filed
International Business Machines Corporation459200101COM1,296$365,578dollars as filed
Morgan Stanley617446448COM2,245$356,916dollars as filed
Caterpillar Inc.149123101COM721$344,062dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR1,431$342,925dollars as filed
DOMINION ENERGY INC COM25746U109Stock5,595$342,246dollars as filed
Qualcomm Incorporated747525103COM2,004$333,385dollars as filed
Bank of America Corp060505104COM6,201$319,907dollars as filed
PepsiCo,Inc.713448108COM2,096$294,415dollars as filed
REGIONS FINANCIAL CORP NEW COM7591EP100Stock11,090$292,443dollars as filed
Honeywell Technologies438516106COM1,366$287,646dollars as filed
NextEra Energy,Inc.65339F101COM3,804$287,164dollars as filed
JPMORGAN SMALL MID CP ENH EQT ETF46641Q118COM4,476$283,913dollars as filed
Southern Company842587107COM2,922$276,948dollars as filed
PALO ALTO NETWORKS INC697435105COM1,319$268,575dollars as filed
UnitedHealth Group Inc91324P102COM772$266,572dollars as filed
AFLAC INC COM001055102Stock2,384$266,293dollars as filed
Chevron Corporation166764100COM1,702$264,297dollars as filed
Goldman Sachs Group,Inc.38141G104COM328$261,414dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,406$256,483dollars as filed
Verizon Communications Inc92343V104COM5,524$242,780dollars as filed
Eaton Corp. PlcG29183103COM645$241,391dollars as filed
GE Vernova Inc.36828A101COM382$234,902dollars as filed
VANGUARD WORLD FD92204A603INDUSTRIAL ETF776$229,921dollars as filed
ServiceNow,Inc.81762P102COM247$227,309dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q886DIVERSFED RTRN2,046$221,878dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock939$206,139dollars as filed
Comcast Corp20030N101COM6,511$204,576dollars as filed
SCIENCE APPLICATIONS INTL CORP COM808625107Stock2,045$203,212dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q167ACTIVE VALUE ETF2,902$200,122dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-001341this filing2025-11-07acceptance time not in the bulk data set