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:
60.21%
Gain +0.32%
Monthly
1.24%
Yearly
15.92%
Drawdown
14.4%
$138.86M
Equity
Holdings
$138.86M
Investment
$92.77M
$50.82M
Profit +$353,977.31
Realized
$4.62M
Unrealized
$46.19M
Dividends
$7.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$353,977.31
Win %
81%
This Week
Compared To Last Week
Gain
1.37%
Profit
$1.88M
Win %
81%
This Month
Compared to last month
Gain
1.37%
Profit
$1.88M
Win %
81%
This Year
Compared to last year
Gain
5.22%
Profit
$6.89M
Win %
79%
HUM Humana Inc.
+4.84%
+$9,636.76 
QCOM QUALCOMM Incorporated
+4.66%
+$15,199.36 
MRVL Marvell Technology, Inc.
+3.87%
+$9,144.31 
CRWD CrowdStrike Holdings, Inc.
+3.37%
+$7,784 
TSLA Tesla, Inc.
+2.83%
+$21,931.19 
TXN Texas Instruments Inc
+2.76%
+$6,190.08 
ORCL Oracle Corporation
+2.42%
+$4,986.39 
IWP iShares Russell Mid-Cap Growth ETF
+2.4%
+$39,683.3 
NVDA NVIDIA Corporation
+2.28%
+$105,907.55 
GLD SPDR Gold Shares
+2.27%
+$24,195.08 
INTC Intel Corporation
+1.84%
+$8,173.28 
LRCX Lam Research Corporation
+1.82%
+$4,931.72 
SAIC Science Applications International Corporation Common Stock
+1.82%
+$4,619.44 
HD The Home Depot, Inc.
+1.74%
+$28,225.55 
AVGO Broadcom Inc.
+1.65%
+$25,010.11 
LDOS Leidos Holdings Inc.
+1.65%
+$8,132.88 
IBM International Business Machines Corporation
+1.59%
+$34,179.36 
AMGN Amgen Inc.
+1.51%
+$3,414.41 
VGT Vanguard Information Technology ETF
+1.51%
+$16,132.53 
IWO iShares Russell 2000 Growth ETF
+1.5%
+$39,598.76 
EFG iShares MSCI EAFE Growth ETF
+1.47%
+$17,211.15 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.45%
+$4,894.03 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+1.37%
+$5,473.05 
TRUT VanEck Technology TruSector ETF
+1.21%
+$2,837.06 
PANW Palo Alto Networks, Inc.
+1.19%
+$5,654.23 
MS Morgan Stanley
+1.18%
+$5,601.96 
JGRO JPMorgan Active Growth ETF
+1.13%
+$3,055.92 
JIG JPMorgan International Growth ETF
+1.05%
+$2,030.16 
SCHF Schwab International Equity ETF
+1.04%
+$6,558.93 
EEM iShares MSCI Emerging Markets ETF
+0.96%
+$5,210.65 
BA Boeing Company
+0.95%
+$2,118.6 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$23,175.04 
JNJ Johnson & Johnson
+0.88%
+$14,582.25 
BMY Bristol-Myers Squibb Company
+0.87%
+$2,172.24 
D Dominion Energy, Inc.
+0.85%
+$4,193.49 
ABBV AbbVie Inc.
+0.83%
+$27,985.08 
IWS iShares Russell Mid-Cap Value ETF
+0.82%
+$13,029.8 
AMZN Amazon.com Inc
+0.8%
+$21,889.28 
UNH UnitedHealth Group Incorporated
+0.77%
+$2,416.38 
EFV iShares MSCI EAFE Value ETF
+0.76%
+$9,745.78 
TT Trane Technologies plc
+0.76%
+$2,092.36 
PM Philip Morris International Inc.
+0.76%
+$12,290.07 
IWN iShares Russell 2000 Value ETF
+0.75%
+$14,232.88 
XLV Health Care Select Sector SPDR Fund
+0.74%
+$1,720.2 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.72%
+$2,385.56 
JIVE JPMorgan International Value ETF
+0.64%
+$1,458.24 
GS The Goldman Sachs Group, Inc.
+0.64%
+$2,161.46 
FRT Federal Realty Investment Trust
+0.64%
+$1,252.5 
BLK BlackRock, Inc.
+0.63%
+$2,279.09 
EPS WisdomTree U.S. LargeCap Fund
+0.63%
+$1,746.61 
VOO Vanguard S&P 500 ETF
+0.59%
+$4,708.16 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$4,322.88 
NFLX Netflix, Inc.
+0.58%
+$1,648.62 
AFLG First Trust Active Factor Large Cap ETF
+0.58%
+$1,795.47 
IWD iShares Russell 1000 Value ETF
+0.57%
+$12,880.14 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.57%
+$2,493.74 
JAVA JPMorgan Active Value ETF
+0.53%
+$1,701.04 
SYK Stryker Corporation
+0.46%
+$2,524.08 
CSCO Cisco Systems, Inc.
+0.45%
+$3,150.36 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.43%
+$2,795.4 
PEP PepsiCo, Inc.
+0.42%
+$1,067.39 
SCHH Schwab U.S. REIT ETF
+0.42%
+$2,120 
VIS Vanguard Industrials ETF
+0.4%
+$1,112.4 
T AT&T Inc.
+0.36%
+$1,629.79 
JPM JPMorgan Chase & Co.
+0.33%
+$5,116.45 
META Meta Platforms Inc Class A
+0.33%
+$2,893.53 
AAPL Apple Inc.
+0.29%
+$21,680.72 
BAC Bank of America Corporation
+0.25%
+$971.84 
KO The Coca-Cola Company
+0.24%
+$4,513.07 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$1,053.54 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.19%
+$2,301.84 
MRK Merck & Co., Inc.
+0.16%
+$951.05 
VZ Verizon Communications Inc.
+0.13%
+$299.88 
RF Regions Financial Corporation
+0.13%
+$443.6 
ETN Eaton Corporation plc
+0.11%
+$306.73 
NEE NextEra Energy, Inc.
+0.06%
+$190.2 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$26.99 
MSFT Microsoft Corp.
+0.01%
+$314.19 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SNDK SanDisk Corporation
-3.59%
-$4,110.47 
MA Mastercard Incorporated
-2.29%
-$8,883.61 
V Visa Inc. Class A
-2.18%
-$13,525.34 
CAT Caterpillar Inc.
-1.72%
-$12,829.86 
AFL Aflac Inc.
-1.63%
-$4,935.76 
CVX Chevron Corporation
-1.42%
-$3,998.56 
XOM Exxon Mobil Corporation
-1.22%
-$441,659.63 
GE General Electric Company
-1.2%
-$3,051 
AMD Advanced Micro Devices, Inc.
-1.19%
-$6,884.59 
GEV GE Vernova Inc.
-1.02%
-$4,794.78 
GOOGL Alphabet Inc
-0.98%
-$26,190.5 
GOOG Alphabet Inc
-0.91%
-$13,491.67 
PG Procter & Gamble Co
-0.82%
-$1,794.24 
UNP Union Pacific Corporation
-0.78%
-$7,895.56 
LYV Live Nation Entertainment, Inc.
-0.66%
-$1,430.39 
MCD McDonald's Corporation
-0.64%
-$2,548.93 
WM Waste Management, Inc.
-0.58%
-$9,861.02 
LLY Eli Lilly and Company
-0.58%
-$7,086.36 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$3,824.41 
MU Micron Technology, Inc.
-0.44%
-$3,671.46 
MDLZ Mondelez International, Inc.
-0.25%
-$1,481.03 
WMT Walmart Inc.
-0.22%
-$2,504 
SO The Southern Company
-0.21%
-$634 
COST Costco Wholesale Corporation
-0.14%
-$14,138.98 
ABT Abbott Laboratories
-0.14%
-$1,992.3 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$283.19 Events
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Dividends
Dividend Analysis
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| Trades 929 | Longs Won 703/929 75% | Profit Factor 18.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $395,372.8 |
| Average Win $76,451.17 | Best Trade (Aug 08) $9.53M | Sharpe Ratio -8.94 |
| Average Loss -$12,964.65 | Worst Trade (Dec 30) -$509,362.2 | Z-Score 19.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w | Expectancy $54,698.78 |
| 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% | <0.01% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
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Returns
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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 - $4.17M, Costco Wholesale Corporation - $2.54M, SPDR Gold Shares - $363,168.69, AbbVie Inc - $334,647.19, and Apple Inc - $330,738.62. 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 - $163,640.33, 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 $7.35M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $3.37M, Costco Wholesale Corporation - $452,151.7, AbbVie Inc - $328,570.81, iShares Core 1-5 Year USD Bond ETF - $177,271.58, and Philip Morris International Inc - $159,383.02. 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.
