Advertisement
Screener

Van Leeuwen & Company, LLC Current Holdings: USA ETF

Van Leeuwen & Company, LLC current holdings: USA ETF

Van Leeuwen & Company, LLC reported $0.02 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 13 positions, in its Form 13F for the quarter ended 2024-03-31; the largest are EFA, XLE, RSP.

  • EFA: Country of operation —; Class MSCI EAFE ETF; Shares 63,024; Value $5,033,081.
  • XLE: Country of operation —; Class ENERGY; Shares 43,657; Value $4,121,657.
  • RSP: Country of operation —; Class S&P500 EQL WGT; Shares 21,238; Value $3,597,080.
  • SPY: Country of operation —; Class TR UNIT; Shares 4,034; Value $2,110,064.

Form 13F-HR as filed (SEC CIK 1769031): quarter ended 2024-03-31, filed 2024-05-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2024-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValueQuarter endFiledPerformance
EFA
ISHARES TR
MSCI EAFE ETF63,024$5,033,0812024-03-312024-05-10
XLE
SELECT SECTOR SPDR TR
ENERGY43,657$4,121,6572024-03-312024-05-10
RSP
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT21,238$3,597,0802024-03-312024-05-10
SPY
SPDR S&P 500 ETF TR
TR UNIT4,034$2,110,0642024-03-312024-05-10
IVV
ISHARES TR
CORE S&P500 ETF2,679$1,408,4312024-03-312024-05-10
XLF
SELECT SECTOR SPDR TR
FINANCIAL26,255$1,105,8612024-03-312024-05-10
IWM
ISHARES TR
RUSSELL 200 ETF2,383$501,1452024-03-312024-05-10
VTWO
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX4,527$385,0672024-03-312024-05-10
XLC
SELECT SECTOR SPDR TR
COMMUNICATION3,345$273,1532024-03-312024-05-10
SPYG
SPDR SER TR
PRTFLO S&P500 GW3,600$263,3402024-03-312024-05-10
VGT
VANGUARD WORLD FD
INF TECH ETF420$220,2232024-03-312024-05-10
IWD
ISHARES TR
RUS 1000 VAL ETF1,190$213,1412024-03-312024-05-10
IBB
ISHARES TR
ISHARES BIOTECH1,501$205,9672024-03-312024-05-10

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet