Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LUTS & GREENLEIGH GROUP INC | 01-29-2024 | 12-31-2023 | 62 | 79,317,978 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 1 | $25,297,037 | 253,021 | 0.03 | 0.04 | 3,014 | 1.21 | 12-31-2023 |
| COSTCO WHSL CORP NEW | COM | 2 | $10,231,390 | 15,500 | 0.01 | 0.01 | -78 | -0.50 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $3,487,147 | 9,273 | 0.00 | 0.00 | -43 | -0.46 | 12-31-2023 |
| APPLE INC | COM | 4 | $3,095,444 | 16,078 | 0.00 | 0.00 | -111 | -0.69 | 12-31-2023 |
