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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 : 10     View All Holdings Currently Viewing:  Unchanged 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
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 18 - $220.89 $882,000 4,615 1.11% 91,000 0 0.001    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 22 - $536.12 $778,000 1,607 0.98% 111,000 0 0    Closed - End Fund - E...
   (SYK)1 Year Chart         SYK Stryker Corp 32 - $331.99 $479,000 1,600 0.6% 42,000 0 0    Medical Instruments &...
   (SCHH)1 Year Chart         SCHH Schwab Us Reit 36 - $20.04 $439,000 21,200 0.55% 63,000 0 0.002    N/A
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 38 - $39.81 $410,000 11,090 0.52% 33,000 0 0.001    Closed - End Fund - Debt
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 42 - $178.95 $384,000 2,146 0.48% 39,000 0 0    Closed - End Fund - E...
   (VIS)1 Year Chart         VIS Vanguard Industrials ETF 51 - $244.04 $256,000 1,163 0.32% 29,000 0 0.005    Closed - End Fund - E...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 53 - $39.25 $229,000 5,215 0.29% -2,000 0 0    CATV Systems
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 56 - $146.20 $216,000 1,581 0.27% 12,000 0 0    Closed - End Fund - E...
   (RF)1 Year Chart         RF Regions Financial Corp 57 - $20.26 $215,000 11,090 0.27% 24,000 0 0.001    Domestic Regional Banks

      10 Records Found
  1    
Page 1 of 1
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