David Greenleigh Portfolio
Invests via LUTS & GREENLEIGH GROUP Inc. | Managed by David Michael Greenleigh, Brian Craig Luts
Invests via LUTS & GREENLEIGH GROUP Inc.
Managed by David Michael Greenleigh, Brian Craig Luts
Automatically Tracked
David Greenleigh Profile
With an extensive career in corporate finance and strategic development, David Greenleigh has significantly impacted the business landscape. He currently holds a pivotal role where his expertise in market analysis and organizational growth plays a crucial part in driving success. Having built solid relationships across multiple sectors, he is recognized for fostering innovative initiatives that align with emerging market trends. His background encompasses leadership positions within renowned corporations, allowing him to navigate complex financial environments adeptly. As a key figure in shaping investment opportunities, Greenleigh continues to contribute valuable insights that influence decisions at both operational and strategic levels.
With an extensive career in corporate finance and strategic development, David Greenleigh has significantly impacted the business landscape. He currently holds a pivotal role where his expertise in market analysis and organizational growth plays a crucial part in driving success. Having built solid relationships across multiple sectors, he is recognized for fostering innovative initiatives that align with emerging market trends. His background encompasses leadership positions within renowned corporations, allowing him to navigate complex financial environments adeptly. As a key figure in shaping investment opportunities, Greenleigh continues to contribute valuable insights that influence decisions at both operational and strategic levels.
Investment Philosophy & Strategy
Opportunities in evolving market landscapes drive David Greenleigh's investment philosophy, shaped by his deep understanding of corporate finance and strategic development. Leveraging extensive industry connections, he targets innovative initiatives that align with dynamic trends and consumer demands. His emphasis on rigorous market analysis allows for timely identification of growth areas across various sectors. By prioritizing entrepreneurial agility, Greenleigh facilitates transformative investments designed to capitalize on potential disruptions while enhancing organizational value.
Opportunities in evolving market landscapes drive David Greenleigh's investment philosophy, shaped by his deep understanding of corporate finance and strategic development. Leveraging extensive industry connections, he targets innovative initiatives that align with dynamic trends and consumer demands. His emphasis on rigorous market analysis allows for timely identification of growth areas across various sectors. By prioritizing entrepreneurial agility, Greenleigh facilitates transformative investments designed to capitalize on potential disruptions while enhancing organizational value.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
66.84%
Gain +0.66%
Monthly
1.24%
Yearly
15.89%
Drawdown
14.4%
$141.83M
Equity
Holdings
$141.83M
Investment
$92.67M
$53.78M
Profit +$838,386.18
Realized
$4.62M
Unrealized
$49.16M
Dividends
$7.81M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.66%
Profit
$838,386.18
Win %
75%
This Week
Compared To Last Week
Gain
1.5%
Profit
$2.1M
Win %
75%
This Month
Compared to last month
Gain
1.8%
Profit
$2.51M
Win %
75%
This Year
Compared to last year
Gain
7.47%
Profit
$9.86M
Win %
75%
SAIC Science Applications International Corporation Common Stock
+5.41%
+$13,490.4 
PM Philip Morris International Inc.
+4.68%
+$78,024.82 
LDOS Leidos Holdings Inc.
+4.19%
+$17,359.72 
CVX Chevron Corporation
+3.35%
+$10,250.05 
HD The Home Depot, Inc.
+3.03%
+$40,292.25 
XOM Exxon Mobil Corporation
+2.9%
+$1.11M 
PEP PepsiCo, Inc.
+2.59%
+$5,887.14 
MCD McDonald's Corporation
+2.47%
+$8,192.38 
KO The Coca-Cola Company
+2.34%
+$44,140.07 
AFL Aflac Inc.
+2.28%
+$6,169.7 
WMT Walmart Inc.
+2.27%
+$24,539.2 
V Visa Inc. Class A
+2.09%
+$13,039.28 
MDLZ Mondelez International, Inc.
+2.03%
+$11,513.77 
MA Mastercard Incorporated
+1.92%
+$7,355.89 
NFLX Netflix, Inc.
+1.9%
+$5,080.05 
T AT&T Inc.
+1.78%
+$8,340.69 
IBM International Business Machines Corporation
+1.59%
+$32,249.88 
PG Procter & Gamble Co
+1.59%
+$3,499.15 
VZ Verizon Communications Inc.
+1.48%
+$3,388.64 
BRK-B Berkshire Hathaway Inc.
+1.32%
+$9,077.87 
UNP Union Pacific Corporation
+1.25%
+$11,757.92 
TT Trane Technologies plc
+1.1%
+$2,976.71 
AAPL Apple Inc.
+1.06%
+$84,130.38 
RF Regions Financial Corporation
+0.97%
+$2,883.4 
GE General Electric Company
+0.89%
+$1,830.61 
COST Costco Wholesale Corporation
+0.65%
+$63,207.68 
PNC The PNC Financial Services Group, Inc.
+0.63%
+$1,212.45 
WM Waste Management, Inc.
+0.62%
+$9,493.11 
SCHH Schwab U.S. REIT ETF
+0.59%
+$2,703 
GLD SPDR Gold Shares
+0.56%
+$5,720.33 
IWS iShares Russell Mid-Cap Value ETF
+0.53%
+$8,004.02 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.47%
+$1,465.05 
JPM JPMorgan Chase & Co.
+0.43%
+$6,144.11 
LYV Live Nation Entertainment, Inc.
+0.41%
+$834.4 
SO The Southern Company
+0.36%
+$982.7 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.34%
+$1,755.9 
IWD iShares Russell 1000 Value ETF
+0.34%
+$7,447.7 
FRT Federal Realty Investment Trust
+0.28%
+$501 
BMY Bristol-Myers Squibb Company
+0.23%
+$543.06 
IWN iShares Russell 2000 Value ETF
+0.23%
+$4,024.2 
JAVA JPMorgan Active Value ETF
+0.22%
+$695.88 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.14%
+$511.5 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.13%
+$400.68 
VIS Vanguard Industrials ETF
+0.1%
+$252.2 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.07%
+$895.16 
D Dominion Energy, Inc.
+0.04%
+$183.93 
GEV GE Vernova Inc.
+0.02%
+$113.03 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$53.98 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
INTC Intel Corporation
-5.97%
-$29,983.5 
ORCL Oracle Corporation
-5.58%
-$11,510.37 
SNDK SanDisk Corporation
-4.98%
-$7,673.12 
AVGO Broadcom Inc.
-4.6%
-$62,318.68 
AMD Advanced Micro Devices, Inc.
-4.52%
-$34,649.95 
MU Micron Technology, Inc.
-4.49%
-$45,870.15 
MRVL Marvell Technology, Inc.
-4.16%
-$13,273.25 
NVDA NVIDIA Corporation
-3.07%
-$154,510.72 
LRCX Lam Research Corporation
-2.81%
-$8,208.3 
LLY Eli Lilly and Company
-2.54%
-$31,243.11 
EEM iShares MSCI Emerging Markets ETF
-2.15%
-$12,088.65 
AMZN Amazon.com Inc
-2.03%
-$52,916.17 
CAT Caterpillar Inc.
-1.92%
-$13,578.91 
HUM Humana Inc.
-1.91%
-$4,108.36 
VGT Vanguard Information Technology ETF
-1.84%
-$21,234.33 
QCOM QUALCOMM Incorporated
-1.67%
-$5,994.4 
MS Morgan Stanley
-1.64%
-$6,913.53 
AMGN Amgen Inc.
-1.6%
-$3,687.34 
ETN Eaton Corporation plc
-1.6%
-$4,405.9 
TRUT VanEck Technology TruSector ETF
-1.6%
-$4,039.2 
MSFT Microsoft Corp.
-1.55%
-$86,030.62 
JIG JPMorgan International Growth ETF
-1.54%
-$3,022.17 
TSLA Tesla, Inc.
-1.49%
-$13,647.97 
PANW Palo Alto Networks, Inc.
-1.47%
-$7,828.93 
IWF iShares Russell 1000 Growth ETF
-1.42%
-$37,866.15 
CSCO Cisco Systems, Inc.
-1.42%
-$9,713.61 
JGRO JPMorgan Active Growth ETF
-1.19%
-$3,341.52 
TXN Texas Instruments Inc
-1.12%
-$2,611.45 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.07%
-$7,104.98 
GS The Goldman Sachs Group, Inc.
-0.87%
-$2,521.18 
UNH UnitedHealth Group Incorporated
-0.85%
-$2,502.41 
SCHF Schwab International Equity ETF
-0.82%
-$5,088.82 
GOOGL Alphabet Inc
-0.81%
-$21,326.55 
GOOG Alphabet Inc
-0.79%
-$11,486.75 
BA Boeing Company
-0.79%
-$1,425.25 
IWO iShares Russell 2000 Growth ETF
-0.76%
-$18,394.94 
EFG iShares MSCI EAFE Growth ETF
-0.72%
-$8,088.3 
JNJ Johnson & Johnson
-0.71%
-$11,860.23 
CRWD CrowdStrike Holdings, Inc.
-0.69%
-$2,023.84 
XLV Health Care Select Sector SPDR Fund
-0.65%
-$1,536.9 
MRK Merck & Co., Inc.
-0.63%
-$4,271.89 
IWP iShares Russell Mid-Cap Growth ETF
-0.59%
-$9,876.72 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$4,204.35 
VOO Vanguard S&P 500 ETF
-0.54%
-$4,293.43 
BAC Bank of America Corporation
-0.49%
-$1,579.24 
JIVE JPMorgan International Value ETF
-0.47%
-$1,034.88 
EPS WisdomTree U.S. LargeCap Fund
-0.46%
-$1,286.43 
BLK BlackRock, Inc.
-0.44%
-$1,524.75 
ABT Abbott Laboratories
-0.3%
-$3,918.19 
META Meta Platforms Inc Class A
-0.3%
-$3,233.54 
EFV iShares MSCI EAFE Value ETF
-0.26%
-$3,222.39 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.23%
-$984.37 
ABBV AbbVie Inc.
-0.16%
-$5,957.08 
SYK Stryker Corporation
-0.07%
-$291.22 
AFLG First Trust Active Factor Large Cap ETF
-0.04%
-$138.06 
NEE NextEra Energy, Inc.
-0.02%
-$57.05 Events
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Dividends
Dividend Analysis
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| Trades 929 | Longs Won 677/929 72% | Profit Factor 16.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $496,311.4 |
| Average Win $84,563.48 | Best Trade (Oct 08) $13.07M | Sharpe Ratio -9.67 |
| Average Loss -$13,775.49 | Worst Trade (Oct 07) -$585,997.2 | Z-Score 9.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 2d | Expectancy $57,888.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,566 | $4.01M | $8.02M | - | $4.01M | 99.81% | +1.06% |
| ABBV AbbVie Inc. | 13,854 | $2.26M | $3.75M | - | $1.49M | 66.03% | -0.158% |
| ABT Abbott Laboratories | 13,282 | $1.46M | $1.31M | - | -$153,758.24 | -10.52% | -0.299% |
| AFL Aflac Inc. | 2,396 | $215,064.23 | $276,294.74 | - | $61,230.51 | 28.47% | +2.284% |
| AFLG First Trust Active Factor Large Cap ETF | 6,903 | $266,283 | $310,704.03 | - | $44,421.03 | 16.68% | -0.044% |
| AMD Advanced Micro Devices, Inc. | 1,187 | $268,115.91 | $731,985.87 | - | $463,869.96 | 173.01% | -4.52% |
| AMGN Amgen Inc. | 557 | $201,701 | $226,398.22 | - | $24,697.22 | 12.24% | -1.603% |
| AMZN Amazon.com Inc | 10,041 | $1.37M | $2.56M | - | $1.19M | 86.43% | -2.028% |
| AVGO Broadcom Inc. | 3,596 | $648,134.8 | $1.29M | - | $643,476.48 | 99.28% | -4.603% |
| BA Boeing Company | 963 | $208,459 | $179,926.92 | - | -$28,532.08 | -13.69% | -0.786% |
| BAC Bank of America Corporation | 6,074 | $244,694.15 | $323,501.24 | - | $78,807.09 | 32.21% | -0.486% |
| BLK BlackRock, Inc. | 321 | $328,463.51 | $341,826.48 | - | $13,362.97 | 4.07% | -0.444% |
| BMY Bristol-Myers Squibb Company | 3,879 | $209,305.74 | $232,119.36 | - | $22,813.62 | 10.9% | +0.235% |
| BRK-B Berkshire Hathaway Inc. | 1,361 | $575,807.67 | $698,084.12 | - | $122,276.45 | 21.24% | +1.318% |
| CAT Caterpillar Inc. | 871 | $328,005.85 | $695,267.04 | - | $367,261.19 | 111.97% | -1.916% |
| COST Costco Wholesale Corporation | 10,396 | $4.76M | $9.86M | - | $5.1M | 107.24% | +0.645% |
| CRWD CrowdStrike Holdings, Inc. | 1,112 | $212,139.58 | $293,145.44 | - | $81,005.86 | 38.19% | -0.686% |
| CSCO Cisco Systems, Inc. | 5,834 | $317,542.74 | $675,139.65 | - | $357,596.91 | 112.61% | -1.418% |
| CVX Chevron Corporation | 1,492 | $247,661.63 | $316,333.84 | - | $68,672.21 | 27.73% | +3.349% |
| D Dominion Energy, Inc. | 7,357 | $403,937.77 | $452,860.13 | - | $48,922.36 | 12.11% | +0.041% |
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FAQ
Which stocks have generated the highest profits for David Greenleigh?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $4.41M, Costco Wholesale Corporation - $2.54M, SPDR Gold Shares - $363,168.69, Apple Inc - $337,101.44, and AbbVie Inc - $334,647.19. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Illumina, Inc - $533,352.22, UnitedHealth Group Incorporated - $161,826.09, CVS Health Corporation - $103,793.9, Palantir Technologies Inc - $56,509.52, and Pfizer Inc - $40,170.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Greenleigh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.81M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $3.61M, Costco Wholesale Corporation - $452,151.7, AbbVie Inc - $328,570.81, iShares Core 1-5 Year USD Bond ETF - $181,803.65, and Philip Morris International Inc - $173,231.02. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Greenleigh's monthly returns?
David Greenleigh's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can David Greenleigh's strategy be considered aggressive or moderate?
David Greenleigh's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow David Greenleigh's strategy?
David Greenleigh's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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