DG
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:
34.44%
Gain 0%
Monthly
0.81%
Yearly
10.2%
Drawdown
11.64%
$129.16M
Equity
Holdings
$129.16M
Investment
$87.82M
$46.19M
Profit +$8,320.89
Realized
$4.76M
Unrealized
$41.43M
Dividends
$7.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
$8,320.89
Win %
80%
This Week
Compared To Last Week
Gain
0.01%
Profit
$8,320.89
Win %
80%
This Month
Compared to last month
Gain
-0.95%
Profit
-$1.23M
Win %
80%
This Year
Compared to last year
Gain
8.64%
Profit
$10.2M
Win %
79%
AMD Advanced Micro Devices, Inc.
+4.73%
+$26,518.64 
QCOM QUALCOMM Incorporated
+4.32%
+$16,880.5 
GEV GE Vernova Inc.
+3.73%
+$15,376.98 
GS The Goldman Sachs Group, Inc.
+2.62%
+$9,271.62 
T AT&T Inc.
+2.52%
+$10,670.84 
VZ Verizon Communications Inc.
+2.49%
+$6,444.36 
JPM JPMorgan Chase & Co.
+2.31%
+$31,696.36 
SYK Stryker Corporation
+2.15%
+$10,988 
PM Philip Morris International Inc.
+1.95%
+$30,146.2 
D Dominion Energy, Inc.
+1.83%
+$8,975.54 
TSLA Tesla, Inc.
+1.82%
+$16,642.08 
UNP Union Pacific Corporation
+1.65%
+$14,944.05 
BAC Bank of America Corporation
+1.56%
+$5,336.3 
BLK BlackRock, Inc.
+1.52%
+$5,073.17 
CAT Caterpillar Inc.
+1.44%
+$11,542.49 
NEE NextEra Energy, Inc.
+1.35%
+$4,380.35 
ABBV AbbVie Inc.
+1.32%
+$40,836.16 
RF Regions Financial Corporation
+1.31%
+$4,214.2 
IWN iShares Russell 2000 Value ETF
+1.17%
+$21,359.52 
AFL Aflac Inc.
+1.16%
+$3,214.35 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$17,413.53 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$7,221.45 
JNJ Johnson & Johnson
+1.07%
+$16,510 
V Visa Inc. Class A
+1.05%
+$5,430.88 
SCHH Schwab U.S. REIT ETF
+1%
+$5,088 
IWD iShares Russell 1000 Value ETF
+0.98%
+$20,578.95 
JAVA JPMorgan Active Value ETF
+0.92%
+$2,787.13 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.91%
+$2,922.31 
PG Procter & Gamble Co
+0.86%
+$2,298.7 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.82%
+$3,171.3 
SO The Southern Company
+0.78%
+$2,181.24 
CVX Chevron Corporation
+0.75%
+$2,388.38 
HD The Home Depot, Inc.
+0.73%
+$11,221.7 
MA Mastercard Incorporated
+0.71%
+$2,782.94 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$4,335.38 
AFLG First Trust Active Factor Large Cap ETF
+0.69%
+$2,070.9 
COST Costco Wholesale Corporation
+0.68%
+$69,530.19 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$17,169.11 
MS Morgan Stanley
+0.65%
+$3,085.66 
JIVE JPMorgan International Value ETF
+0.63%
+$1,387.68 
VGT Vanguard Information Technology ETF
+0.58%
+$5,971.04 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$3,165.4 
EPS WisdomTree U.S. LargeCap Fund
+0.56%
+$1,487.8 
VOO Vanguard S&P 500 ETF
+0.55%
+$4,140.39 
HON Honeywell International Inc.
+0.54%
+$1,651.72 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$3,766.55 
GOOGL Alphabet Inc
+0.53%
+$14,015.58 
VIS Vanguard Industrials ETF
+0.51%
+$1,342.49 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$2,100.01 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$5,961.82 
GOOG Alphabet Inc
+0.45%
+$6,596.8 
WMT Walmart Inc.
+0.45%
+$5,430.79 
BMY Bristol-Myers Squibb Company
+0.4%
+$910.11 
PEP PepsiCo, Inc.
+0.38%
+$960.12 
WM Waste Management, Inc.
+0.3%
+$4,857.67 
SCHF Schwab International Equity ETF
+0.29%
+$1,809.36 
XOM Exxon Mobil Corporation
+0.28%
+$95,791.24 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$858.6 
JGRO JPMorgan Active Growth ETF
+0.23%
+$629.42 
NVDA NVIDIA Corporation
+0.16%
+$6,621.76 
PFE Pfizer Inc.
+0.15%
+$294.2 
KO The Coca-Cola Company
+0.11%
+$1,976.22 
MSFT Microsoft Corp.
+0.1%
+$4,135.9 
LDOS Leidos Holdings Inc.
+0.07%
+$292.23 
GLD SPDR Gold Shares
+0.06%
+$610.72 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$940.96 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$468.85 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$836.48 
PANW Palo Alto Networks, Inc.
+0.03%
+$121.77 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$53.98 
ORCL Oracle Corporation
+0.02%
+$45.4 
MCD McDonald's Corporation
+0.01%
+$48.85 
LLY Eli Lilly and Company
-2.41%
-$28,173.55 
PLTR Palantir Technologies Inc.
-2.36%
-$4,934.73 
ABT Abbott Laboratories
-1.64%
-$20,775.51 
AAPL Apple Inc.
-1.52%
-$103,806 
MU Micron Technology, Inc.
-1.43%
-$11,450.79 
MRK Merck & Co., Inc.
-1.42%
-$7,937.81 
AMZN Amazon.com Inc
-1.23%
-$26,157.43 
NFLX Netflix, Inc.
-1.14%
-$2,775.12 
IBM International Business Machines Corporation
-0.95%
-$23,017.77 
AVGO Broadcom Inc.
-0.91%
-$12,393.51 
CSCO Cisco Systems, Inc.
-0.6%
-$4,311.39 
MDLZ Mondelez International, Inc.
-0.58%
-$3,497.24 
ETN Eaton Corporation plc
-0.57%
-$1,435.5 
TT Trane Technologies plc
-0.41%
-$1,092.43 
META Meta Platforms Inc Class A
-0.26%
-$2,054.66 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$702.36 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$513.16 Events
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Dividends
Dividend Analysis
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| Trades 840 | Longs Won 620/840 73% | Profit Factor 23.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $376,643.45 |
| Average Win $77,886.09 | Best Trade (Jun 14) $8.23M | Sharpe Ratio -11.68 |
| Average Loss -$9,538.98 | Worst Trade (Dec 30) -$509,362.2 | Z-Score 12.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4d | Expectancy $54,989.05 |
| 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 | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
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Returns
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Option values are updated at end of day.
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