71 is the total number of securities LUTS & GREENLEIGH GROUP, INC has owned. The longest LUTS & GREENLEIGH GROUP, INC has owned a single stock is 4 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
XOM | EXXON MOBIL CORP | 4 | 4 | 33.50% | 35.70% | 37.50% | Q4 2022 | Q3 2023 | 4 |
COST | COSTCO WHSL CORP NEW | 4 | 4 | 9.47% | 10.19% | 10.92% | Q4 2022 | Q3 2023 | 4 |
MSFT | MICROSOFT CORP | 4 | 4 | 2.88% | 3.50% | 4.02% | Q4 2022 | Q3 2023 | 4 |
AAPL | APPLE INC | 4 | 4 | 2.75% | 3.39% | 3.91% | Q4 2022 | Q3 2023 | 4 |
ABBV | ABBVIE INC | 4 | 4 | 2.26% | 2.60% | 2.86% | Q4 2022 | Q3 2023 | 4 |
ISTB | ISHARES TR | 4 | 4 | 1.94% | 2.37% | 2.82% | Q4 2022 | Q3 2023 | 4 |
IWF | ISHARES TR | 4 | 4 | 1.75% | 2.00% | 2.27% | Q4 2022 | Q3 2023 | 4 |
ILMN | ILLUMINA INC | 4 | 4 | 1.34% | 1.94% | 2.42% | Q4 2022 | Q3 2023 | 4 |
ABT | ABBOTT LABS | 4 | 4 | 1.68% | 1.83% | 1.94% | Q4 2022 | Q3 2023 | 4 |
HD | HOME DEPOT INC | 4 | 4 | 1.78% | 1.83% | 1.89% | Q4 2022 | Q3 2023 | 4 |
IWD | ISHARES TR | 4 | 4 | 1.53% | 1.69% | 1.86% | Q4 2022 | Q3 2023 | 4 |
KO | COCA COLA CO | 4 | 4 | 1.44% | 1.61% | 1.78% | Q4 2022 | Q3 2023 | 4 |
IWO | ISHARES TR | 4 | 4 | 1.26% | 1.50% | 1.81% | Q4 2022 | Q3 2023 | 4 |
WM | WASTE MGMT INC DEL | 4 | 4 | 1.38% | 1.48% | 1.56% | Q4 2022 | Q3 2023 | 4 |
IWP | ISHARES TR | 4 | 4 | 1.30% | 1.44% | 1.58% | Q4 2022 | Q3 2023 | 4 |
IWS | ISHARES TR | 4 | 4 | 1.22% | 1.31% | 1.37% | Q4 2022 | Q3 2023 | 4 |
IWN | ISHARES TR | 4 | 4 | 1.14% | 1.26% | 1.38% | Q4 2022 | Q3 2023 | 4 |
JNJ | JOHNSON & JOHNSON | 4 | 4 | 1.02% | 1.16% | 1.27% | Q4 2022 | Q3 2023 | 4 |
GLD | SPDR GOLD TR | 4 | 4 | 0.98% | 1.08% | 1.25% | Q4 2022 | Q3 2023 | 4 |
MDLZ | MONDELEZ INTL INC | 4 | 4 | 1.01% | 1.05% | 1.09% | Q4 2022 | Q3 2023 | 4 |
PM | PHILIP MORRIS INTL INC | 4 | 4 | 0.94% | 1.00% | 1.04% | Q4 2022 | Q3 2023 | 4 |
AMZN | AMAZON COM INC | 4 | 4 | 0.61% | 0.90% | 1.09% | Q4 2022 | Q3 2023 | 4 |
EFV | ISHARES TR | 4 | 4 | 0.78% | 0.88% | 0.96% | Q4 2022 | Q3 2023 | 4 |
UNP | UNION PAC CORP | 4 | 4 | 0.84% | 0.87% | 0.92% | Q4 2022 | Q3 2023 | 4 |
EFG | ISHARES TR | 4 | 4 | 0.72% | 0.87% | 0.96% | Q4 2022 | Q3 2023 | 4 |
VGT | VANGUARD WORLD FDS | 4 | 4 | 0.65% | 0.78% | 0.88% | Q4 2022 | Q3 2023 | 4 |
GOOGL | ALPHABET INC | 4 | 4 | 0.59% | 0.75% | 0.88% | Q4 2022 | Q3 2023 | 4 |
MRK | MERCK & CO INC | 4 | 4 | 0.69% | 0.75% | 0.80% | Q4 2022 | Q3 2023 | 4 |
K | KELLOGG CO | 4 | 4 | 0.65% | 0.73% | 0.79% | Q4 2022 | Q3 2023 | 4 |
JPM | JPMORGAN CHASE & CO | 4 | 4 | 0.57% | 0.71% | 0.82% | Q4 2022 | Q3 2023 | 4 |
SCHZ | SCHWAB STRATEGIC TR | 4 | 4 | 0.66% | 0.68% | 0.71% | Q4 2022 | Q3 2023 | 4 |
GOOG | ALPHABET INC | 4 | 4 | 0.54% | 0.65% | 0.74% | Q4 2022 | Q3 2023 | 4 |
UNH | UNITEDHEALTH GROUP INC | 4 | 4 | 0.50% | 0.63% | 0.74% | Q4 2022 | Q3 2023 | 4 |
EEM | ISHARES TR | 4 | 4 | 0.47% | 0.61% | 0.68% | Q4 2022 | Q3 2023 | 4 |
VOO | VANGUARD INDEX FDS | 4 | 4 | 0.34% | 0.59% | 0.84% | Q4 2022 | Q3 2023 | 4 |
SYK | STRYKER CORPORATION | 4 | 4 | 0.54% | 0.59% | 0.65% | Q4 2022 | Q3 2023 | 4 |
SCHH | SCHWAB STRATEGIC TR | 4 | 4 | 0.47% | 0.50% | 0.52% | Q4 2022 | Q3 2023 | 4 |
PG | PROCTER AND GAMBLE CO | 4 | 4 | 0.43% | 0.49% | 0.56% | Q4 2022 | Q3 2023 | 4 |
MCD | MCDONALDS CORP | 4 | 4 | 0.44% | 0.48% | 0.50% | Q4 2022 | Q3 2023 | 4 |
WMT | WALMART INC | 4 | 4 | 0.44% | 0.48% | 0.51% | Q4 2022 | Q3 2023 | 4 |
SCHF | SCHWAB STRATEGIC TR | 4 | 4 | 0.45% | 0.47% | 0.49% | Q4 2022 | Q3 2023 | 4 |
XLY | SELECT SECTOR SPDR TR | 4 | 4 | 0.35% | 0.41% | 0.45% | Q4 2022 | Q3 2023 | 4 |
CVX | CHEVRON CORP NEW | 4 | 4 | 0.37% | 0.40% | 0.46% | Q4 2022 | Q3 2023 | 4 |
HON | HONEYWELL INTL INC | 4 | 4 | 0.31% | 0.36% | 0.40% | Q4 2022 | Q3 2023 | 4 |
NEE | NEXTERA ENERGY INC | 4 | 4 | 0.30% | 0.36% | 0.40% | Q4 2022 | Q3 2023 | 4 |
MA | MASTERCARD INCORPORATED | 4 | 4 | 0.30% | 0.36% | 0.41% | Q4 2022 | Q3 2023 | 4 |
CSCO | CISCO SYS INC | 4 | 4 | 0.25% | 0.32% | 0.37% | Q4 2022 | Q3 2023 | 4 |
BLK | BLACKROCK INC | 4 | 4 | 0.29% | 0.31% | 0.33% | Q4 2022 | Q3 2023 | 4 |
VIS | VANGUARD WORLD FDS | 4 | 4 | 0.27% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
QCOM | QUALCOMM INC | 4 | 4 | 0.27% | 0.28% | 0.31% | Q4 2022 | Q3 2023 | 4 |
RF | REGIONS FINANCIAL CORP... | 4 | 4 | 0.24% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
XLV | SELECT SECTOR SPDR TR | 4 | 4 | 0.25% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
MO | ALTRIA GROUP INC | 3 | 3 | 0.44% | 0.45% | 0.45% | Q4 2022 | Q2 2023 | 3 |
NVDA | NVIDIA CORPORATION | 3 | 3 | 0.26% | 0.41% | 0.52% | Q1 2023 | Q3 2023 | 3 |
VZ | VERIZON COMMUNICATIONS... | 3 | 3 | 0.35% | 0.37% | 0.39% | Q4 2022 | Q2 2023 | 3 |
ACN | ACCENTURE PLC IRELAND | 3 | 3 | 0.32% | 0.33% | 0.34% | Q1 2023 | Q3 2023 | 3 |
VEEV | VEEVA SYS INC | 3 | 3 | 0.29% | 0.32% | 0.35% | Q1 2023 | Q3 2023 | 3 |
D | DOMINION ENERGY INC | 3 | 3 | 0.28% | 0.31% | 0.34% | Q1 2023 | Q3 2023 | 3 |
RTX | RAYTHEON TECHNOLOGIES ... | 3 | 3 | 0.26% | 0.29% | 0.32% | Q4 2022 | Q2 2023 | 3 |
CMCSA | COMCAST CORP NEW | 3 | 3 | 0.27% | 0.27% | 0.29% | Q1 2023 | Q3 2023 | 3 |
GORO | GOLD RESOURCE CORP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
TGT | TARGET CORP | 2 | 2 | 0.28% | 0.30% | 0.33% | Q4 2022 | Q1 2023 | 2 |
HUM | HUMANA INC | 1 | 1 | 0.25% | 0.26% | 0.26% | Q4 2022 | Q3 2023 | 2 |
KELLANOVA | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 | |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
LLY | ELI LILLY & CO | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
PEP | PEPSICO INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
CSGP | COSTAR GROUP INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
TEL | TE CONNECTIVITY LTD | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 | |
SLRC | SLR INVESTMENT CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including EXXON MOBIL CORP, COSTCO WHSL CORP NEW, and MICROSOFT CORP, are the highest-conviction holdings of LUTS & GREENLEIGH GROUP, INC.
The conviction is calculated by counting the number of quarters a security has been reported by LUTS & GREENLEIGH GROUP, INC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that LUTS & GREENLEIGH GROUP, INC owns currently or has owned in the past.