Loading…
CIK 0001967844 • 3 13F filings • May 14, 2025 – Nov 7, 2025
Import this data to Google Sheets with:
=jivedata("luts-greenleigh-group-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.8M | 1.5%Prev: 1.7% | 14,393 SH | Decreased-142 SH |
| ABBVIE INC | COM | $3.2M | 2.7%Prev: 2.9% | 13,854 SH | Decreased-15 SH |
| ADVANCED MICRO DEVICES INC | COM | $230K | 0.2% | 1,076 SH | New |
| AFLAC INC | COM | $262K | 0.2%Prev: 0.2% | 2,379 SH | Decreased-5 SH |
| ALPHABET INC | CAP STK CL A | $2.3M | 1.9%Prev: 1.5% | 7,232 SH | Increased+171 SH |
| ALPHABET INC | CAP STK CL C | $1.2M | 1.0%Prev: 0.9% | 3,683 SH | Increased-606 SH |
| AMAZON COM INC | COM | $2.0M | 1.7%Prev: 1.7% | 8,849 SH | Increased+160 SH |
| AMERICAN EXPRESS CO | COM | $211K | 0.2% | 571 SH | New |
| APPLE INC | COM | $6.3M | 5.3%Prev: 5.3% | 23,075 SH | Increased+67 SH |
| AT&T INC | COM | $455K | 0.4%Prev: 0.5% | 18,334 SH | Decreased-381 SH |
| BANK AMERICA CORP | COM | $343K | 0.3%Prev: 0.3% | 6,233 SH | Increased+32 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $611K | 0.5%Prev: 0.5% | 1,216 SH | Increased+13 SH |
| BLACKROCK INC | COM | $383K | 0.3%Prev: 0.4% | 358 SH | Decreased-3 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $213K | 0.2% | 3,950 SH | New |
| BROADCOM INC | COM | $1.3M | 1.1%Prev: 1.1% | 3,665 SH | Increased+67 SH |
| CATERPILLAR INC | COM | $473K | 0.4%Prev: 0.3% | 825 SH | Increased+104 SH |
| CHEVRON CORP NEW | COM | $260K | 0.2%Prev: 0.2% | 1,706 SH | Decreased+4 SH |
| CISCO SYS INC | COM | $474K | 0.4%Prev: 0.4% | 6,160 SH | Increased+69 SH |
| COCA COLA CO | COM | $1.5M | 1.3%Prev: 1.3% | 21,898 SH | Increased-63 SH |
| COSTCO WHSL CORP NEW | COM | $9.0M | 7.6%Prev: 8.7% | 10,430 SH | Decreased-86 SH |
| DOMINION ENERGY INC | COM | $431K | 0.4%Prev: 0.3% | 7,357 SH | Increased+1,762 SH |
| EATON CORP PLC | SHS | $204K | 0.2%Prev: 0.2% | 639 SH | Decreased-6 SH |
| ELI LILLY & CO | COM | $1.1M | 0.9%Prev: 0.7% | 1,033 SH | Increased+42 SH |
| EXXON MOBIL CORP | COM | $29.6M | 25.1%Prev: 24.3% | 245,682 SH | Increased+5,883 SH |
| GE VERNOVA INC | COM | $256K | 0.2%Prev: 0.2% | 391 SH | Increased+9 SH |
| GOLDMAN SACHS GROUP INC | COM | $299K | 0.3%Prev: 0.2% | 340 SH | Increased+12 SH |
| HOME DEPOT INC | COM | $1.6M | 1.4%Prev: 1.8% | 4,775 SH | Decreased-80 SH |
| HONEYWELL INTL INC | COM | $272K | 0.2%Prev: 0.3% | 1,396 SH | Decreased+30 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $2.7M | 2.3%Prev: 0.3% | 9,034 SH | Increased+7,738 SH |
| INTUITIVE SURGICAL INC | COM NEW | $241K | 0.2% | 425 SH | New |
| ISHARES TR | CORE 1 5 YR USD | $1.3M | 1.1%Prev: 1.1% | 25,691 SH | Decreased |
| ISHARES TR | EAFE GRWTH ETF | $1.0M | 0.9%Prev: 0.9% | 8,992 SH | Increased+116 SH |
| ISHARES TR | EAFE VALUE ETF | $1.1M | 0.9%Prev: 0.9% | 15,094 SH | Increased+187 SH |
| ISHARES TR | MSCI EMG MKT ETF | $452K | 0.4%Prev: 0.4% | 8,266 SH | Decreased-330 SH |
| ISHARES TR | RUS 1000 GRW ETF | $2.4M | 2.0%Prev: 2.1% | 5,086 SH | Increased+1 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.8M | 1.5%Prev: 1.5% | 8,422 SH | Increased+32 SH |
| ISHARES TR | RUS 2000 GRW ETF | $2.2M | 1.9%Prev: 2.0% | 6,882 SH | Increased+43 SH |
| ISHARES TR | RUS 2000 VAL ETF | $1.5M | 1.3%Prev: 1.3% | 8,263 SH | Increased+80 SH |
| ISHARES TR | RUS MD CP GR ETF | $1.5M | 1.3%Prev: 1.4% | 11,281 SH | Decreased+141 SH |
| ISHARES TR | RUS MDCP VAL ETF | $1.3M | 1.1%Prev: 1.1% | 8,866 SH | Increased+138 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $249K | 0.2% | 2,684 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $260K | 0.2%Prev: 0.2% | 3,622 SH | Increased+720 SH |
| J P MORGAN EXCHANGE TRADED F | DIVERSFED RTRN | $267K | 0.2%Prev: 0.2% | 2,459 SH | Increased+413 SH |
| J P MORGAN EXCHANGE TRADED F | SMALL & MID CAP | $314K | 0.3%Prev: 0.3% | 4,884 SH | Increased+408 SH |
| JOHNSON & JOHNSON | COM | $1.3M | 1.1%Prev: 1.1% | 6,389 SH | Increased-124 SH |
| JPMORGAN CHASE & CO. | COM | $1.4M | 1.2%Prev: 1.2% | 4,383 SH | Increased+5 SH |
| LEIDOS HOLDINGS INC | COM | $659K | 0.6%Prev: 0.6% | 3,653 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $460K | 0.4%Prev: 0.4% | 806 SH | Increased+2 SH |
| MCDONALDS CORP | COM | $367K | 0.3%Prev: 0.3% | 1,202 SH | Decreased-46 SH |
| MERCK & CO INC | COM | $488K | 0.4%Prev: 0.4% | 4,631 SH | Increased-79 SH |
| META PLATFORMS INC | CL A | $935K | 0.8%Prev: 0.9% | 1,416 SH | Decreased+1 SH |
| MICRON TECHNOLOGY INC | COM | $211K | 0.2% | 740 SH | New |
| MICROSOFT CORP | COM | $5.3M | 4.5%Prev: 5.1% | 11,042 SH | Decreased-31 SH |
| MONDELEZ INTL INC | CL A | $514K | 0.4%Prev: 0.6% | 9,556 SH | Decreased-608 SH |
| MORGAN STANLEY | COM NEW | $398K | 0.3%Prev: 0.3% | 2,245 SH | Increased |
| NETFLIX INC | COM | $280K | 0.2%Prev: 0.3% | 2,991 SH | Decreased+2,682 SH |
| NEXTERA ENERGY INC | COM | $305K | 0.3%Prev: 0.3% | 3,804 SH | Increased |
| NVIDIA CORPORATION | COM | $3.9M | 3.3%Prev: 3.4% | 20,828 SH | Increased+489 SH |
| ORACLE CORP | COM | $277K | 0.2%Prev: 0.4% | 1,420 SH | Decreased-155 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $282K | 0.2%Prev: 0.2% | 1,587 SH | Increased+181 SH |
| PALO ALTO NETWORKS INC | COM | $243K | 0.2%Prev: 0.2% | 1,320 SH | Decreased+1 SH |
| PEPSICO INC | COM | $283K | 0.2%Prev: 0.3% | 1,973 SH | Decreased-123 SH |
| PHILIP MORRIS INTL INC | COM | $1.4M | 1.2%Prev: 1.2% | 8,525 SH | Decreased-30 SH |
| PROCTER AND GAMBLE CO | COM | $373K | 0.3%Prev: 0.4% | 2,605 SH | Decreased-406 SH |
| QUALCOMM INC | COM | $343K | 0.3%Prev: 0.3% | 2,004 SH | Increased |
| REGIONS FINANCIAL CORP NEW | COM | $301K | 0.3%Prev: 0.3% | 11,090 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $544K | 0.5%Prev: 0.5% | 22,617 SH | Increased |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $547K | 0.5%Prev: 0.5% | 23,412 SH | Decreased |
| SCHWAB STRATEGIC TR | US REIT ETF | $443K | 0.4%Prev: 0.4% | 21,200 SH | Decreased |
| SCIENCE APPLICATIONS INTL CO | COM | $206K | 0.2%Prev: 0.2% | 2,044 SH | Increased-1 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $342K | 0.3% | 2,862 SH | New |
| SOUTHERN CO | COM | $255K | 0.2%Prev: 0.2% | 2,925 SH | Decreased+3 SH |
| SPDR GOLD TR | GOLD SHS | $1.2M | 1.0%Prev: 0.9% | 2,936 SH | Increased+194 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $643K | 0.5%Prev: 0.6% | 942 SH | Increased |
| STRYKER CORPORATION | COM | $592K | 0.5%Prev: 0.6% | 1,683 SH | Decreased-41 SH |
| TE CONNECTIVITY PLC | ORD SHS | $214K | 0.2%Prev: 0.2% | 939 SH | Increased |
| TESLA INC | COM | $1.0M | 0.9%Prev: 0.9% | 2,321 SH | Increased+56 SH |
| TRANE TECHNOLOGIES PLC | SHS | $614K | 0.5% | 1,578 SH | New |
| UNION PAC CORP | COM | $782K | 0.7%Prev: 0.7% | 3,380 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $255K | 0.2%Prev: 0.2% | 771 SH | Decreased-1 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $689K | 0.6%Prev: 0.6% | 1,099 SH | Increased+50 SH |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $232K | 0.2%Prev: 0.2% | 776 SH | Increased |
| VANGUARD WORLD FD | INF TECH ETF | $852K | 0.7%Prev: 0.8% | 1,130 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $207K | 0.2%Prev: 0.2% | 5,079 SH | Decreased-445 SH |
| VISA INC | COM CL A | $600K | 0.5%Prev: 0.5% | 1,711 SH | Decreased-67 SH |
| WALMART INC | COM | $1.1M | 0.9%Prev: 0.9% | 10,024 SH | Increased+25 SH |
| WASTE MGMT INC DEL | COM | $1.6M | 1.4%Prev: 1.5% | 7,359 SH | Decreased |
| 13F-HR |
| 0001951757-26-001163 |
| $132.2M |
| View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000616 | $104.3M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000774 | $126.3M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000557 | $100.6M | View |