Luts & Greenleigh Group, Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $104 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $29.6B, Costco Wholesale Corp with a value of $9.35B, Apple Inc. with a value of $5.44B, Microsoft Corp with a value of $4.61B, and Abb Vie Inc. with a value of $2.72B.

Examining the 13F form we can see an increase of $8.01B in the current position value, from $96.1B to 104B.

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 $104 Billion
Energy: $29.8 Billion
ETFs: $17.3 Billion
Technology: $15.8 Billion
Consumer Defensive: $15.5 Billion
Healthcare: $9.13 Billion
Consumer Cyclical: $4.57 Billion
Communication Services: $4 Billion
Financial Services: $3.68 Billion
Other: $4.34 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 85
  • Current Value $104 Billion
  • Prior Value $96.1 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 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.