LUTS & GREENLEIGH GROUP, INC

Q3 2025 13F-HR Holdings

Location
Bethesda, MD
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
83
Total value ($000)
$111,412
Net value change ($000)
+7,146 (6.9%)
New positions
6
Sold out positions
2
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/11/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 1,229 4.8%
AAPL 1,166 24.8%
NVDA 652 20.7%
ABBV 628 24.3%
GOOGL 505 41.7%
MSFT 312 5.8%
TSLA 296 41.6%
JMEE 284 NEW
GOOGL 270 34.8%
PLTR 256 NEW
Top Reduces (Value $000, Stocks/ETFs)
COST -664 -6.4%
ACN -251 -100.0%
ISRG -230 -100.0%
PM -166 -10.7%
KO -104 -6.7%
MDLZ -75 -10.6%
NFLX -60 -14.0%
WM -60 -3.6%
LLY -58 -7.1%
ABT -46 -2.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type