LUTS & GREENLEIGH GROUP, INC. - Portfolio overview

LUTS & GREENLEIGH GROUP, INC. has 95 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. XOM - EXXON MOBIL CORP, 30.95%
2. COST - COSTCO WHOLESALE CORPORATION, 8.12%
3. AAPL - APPLE INC, 4.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.