Luts & Greenleigh Group, Inc has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $96.1 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $29.2B, Costco Wholesale Corp with a value of $9.04B, Apple Inc. with a value of $4.79B, Microsoft Corp with a value of $4.67B, and Nvidia Corp with a value of $2.42B.

Examining the 13F form we can see an increase of $16.8B in the current position value, from $79.3B to 96.1B.

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 $96.1 Billion
Energy: $29.7 Billion
ETFs: $15.6 Billion
Technology: $14.3 Billion
Consumer Defensive: $14.2 Billion
Healthcare: $7.8 Billion
Consumer Cyclical: $3.86 Billion
Communication Services: $3.85 Billion
Financial Services: $3.1 Billion
Other: $3.7 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $96.1 Billion
  • Prior Value $79.3 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 20 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Luts & Greenleigh Group, Inc Portfolio

Follow Luts & Greenleigh Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Luts & Greenleigh Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Luts & Greenleigh Group, Inc with notifications on news.