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| Happy Holidays!! thanks for using AUM13F!! |
| The LUTS & Greenleigh Group Inc
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| CRD # | 305002 |
| SEC # | 801-117324 |
| CIK # | 0001967844 |
| AUM | $525.2 M (2025-02-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 301-312-6660 |
| Address | 7200 Wisconsin Avenue Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 25.8 | ||
| Costco Wholesale Corp /NEW | 10.4 | ||
| Microsoft Corp | 5.4 | ||
| Apple Inc | 4.7 | ||
| Nvidia Corp | 3.1 | ||
| AbbVie Inc | 2.6 | ||
| Abbott Laboratories | 2.0 | ||
| Amazon Com Inc | 1.9 | ||
| Home Depot Inc | 1.8 | ||
| Waste Management Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 47.4 |
| (b) Individuals (high net worth individuals) | 141 | 472.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 3.1 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 827 | 525.2 |
| By Discretionary | ||
| Discretionary | 814 | 515.3 |
| Non-Discretionary | 13 | 9.9 |
| Total | 827 | 525.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 523.9 | |
| Total | 827 | 525.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001967844] |
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|
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