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  Name: LUTS & GREENLEIGH GROUP INC
  City: BETHESDA
  State: MD
  Zip: 20814
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $79,317,000
  Total Value Change : $-1,263,000
  Securities Held Change : 1
   
All Securities Held : 62
  New Positions : 5
  Closed Positions : 5
  Increased Positions : 21
  Unchanged Positions : 10
  Decreased Positions : 26

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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 65 Closed $49.67 $0 0 0% -202,000 -3,761 0    Networking & Communic...
   (WM)1 Year Chart         WM Waste Management Inc 64 Closed $209.00 $0 0 0% -1,113,000 -7,303 0    Waste Management
   (VEEV)1 Year Chart         VEEV Veeva Systems Inc 63 Closed $211.38 $0 0 0% -232,000 -1,141 0    Healthcare Informatio...
   (HUM)1 Year Chart         HUM Humana Inc 67 Closed $347.15 $0 0 0% -202,000 -415 0    Health Care Plans
   (ILMN)1 Year Chart         ILMN Illumina Inc 66 Closed $115.01 $0 0 0% -1,084,000 -7,896 0    Scientific & Technica...

      5 Records Found
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