Van Leeuwen & Company, LLC Top Holdings and 13F Report (2024) → You won't believe what Citigroup just did to it's depositors (From American Alternative) (Ad) About Van Leeuwen & Company, LLCInvestment ActivityVan Leeuwen & Company, LLC has $197.28 million in total holdings as of March 31, 2024.Van Leeuwen & Company, LLC owns shares of 88 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 13.95% of the portfolio was purchased this quarter.About 11.98% of the portfolio was sold this quarter.This quarter, Van Leeuwen & Company, LLC has purchased 84 new stocks and bought additional shares in 35 stocks.Van Leeuwen & Company, LLC sold shares of 36 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $9,084,709Alphabet $7,708,619Berkshire Hathaway $7,039,925Visa $6,803,133Vertex Pharmaceuticals $6,696,520 Largest New Holdings this Quarter QUALCOMM $4,317,827 HoldingSPDR Gold Shares $3,217,255 HoldingThe Cigna Group $2,240,882 HoldingAPPLOVIN CORP $2,139,175 HoldingPalo Alto Networks $1,797,122 Holding Largest Purchases this Quarter QUALCOMM 25,504 shares (about $4.32M)SPDR Gold Shares 15,639 shares (about $3.22M)Hubbell 7,200 shares (about $2.99M)The Cigna Group 6,170 shares (about $2.24M)APPLOVIN CORP 30,904 shares (about $2.14M) Largest Sales this Quarter Apple 10,981 shares (about $1.88M)UnitedHealth Group 2,980 shares (about $1.47M)Alphabet 6,058 shares (about $922.39K)Vistra 9,272 shares (about $645.80K)Dell Technologies 4,905 shares (about $559.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVan Leeuwen & Company, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$9,084,709$166,607 ▲1.9%21,5934.6%Computer and TechnologyGOOGAlphabet$7,708,619$922,391 ▼-10.7%50,6283.9%Computer and TechnologyBRK.BBerkshire Hathaway$7,039,925$77,796 ▼-1.1%16,7413.6%FinanceVVisa$6,803,133$20,652 ▲0.3%24,3773.4%Business ServicesVRTXVertex Pharmaceuticals$6,696,520$132,509 ▼-1.9%16,0203.4%MedicalROSTRoss Stores$6,633,112$119,609 ▼-1.8%45,1973.4%Retail/WholesaleHUBBHubbell$6,418,748$2,988,360 ▲87.1%15,4653.3%Industrial ProductsNVDANVIDIA$6,389,073$259,322 ▼-3.9%7,0713.2%Computer and TechnologyAAPLApple$5,751,525$1,882,994 ▼-24.7%33,5412.9%Computer and TechnologyEFAiShares MSCI EAFE ETF$5,033,081$69,398 ▲1.4%63,0242.6%FinanceAVGOBroadcom$4,748,149$355,250 ▼-7.0%3,5822.4%Computer and TechnologyLLYEli Lilly and Company$4,386,138$13,225 ▲0.3%5,6382.2%MedicalQCOMQUALCOMM$4,317,827$4,317,827 ▲New Holding25,5042.2%Computer and TechnologyIRIngersoll Rand$4,309,875$728,171 ▲20.3%45,3912.2%Industrial ProductsXLEEnergy Select Sector SPDR Fund$4,121,657$789,268 ▲23.7%43,6572.1%ETFMETAMeta Platforms$3,687,300$434,571 ▼-10.5%7,5941.9%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$3,597,080$62,498 ▲1.8%21,2381.8%ETFTJXTJX Companies$3,505,055$278,498 ▼-7.4%34,5601.8%Retail/WholesaleAMZNAmazon.com$3,275,701$112,196 ▲3.5%18,1601.7%Retail/WholesaleGLDSPDR Gold Shares$3,217,255$3,217,255 ▲New Holding15,6391.6%FinanceELVElevance Health$3,205,614$1,335,759 ▲71.4%6,1821.6%MedicalWFCWells Fargo & Company$2,932,834$325,967 ▼-10.0%50,6011.5%FinanceBMYBristol-Myers Squibb$2,821,316$537,311 ▼-16.0%52,0251.4%MedicalDISWalt Disney$2,483,296$1,108,582 ▲80.6%20,2951.3%Consumer DiscretionaryPCARPACCAR$2,461,942$28,371 ▲1.2%19,8721.2%Auto/Tires/TrucksPSXPhillips 66$2,422,822$3,920 ▲0.2%14,8331.2%Oils/EnergyMOHMolina Healthcare$2,377,062$1,082,537 ▲83.6%5,7861.2%MedicalAMATApplied Materials$2,367,108$4,743 ▼-0.2%11,4781.2%Computer and TechnologyPHParker-Hannifin$2,337,653$11,116 ▲0.5%4,2061.2%Industrial ProductsLRCXLam Research$2,259,872$249,694 ▼-9.9%2,3261.1%Computer and TechnologyCIThe Cigna Group$2,240,882$2,240,882 ▲New Holding6,1701.1%MedicalDELLDell Technologies$2,238,039$559,709 ▼-20.0%19,6131.1%Computer and TechnologyGWWW.W. Grainger$2,212,628$261,446 ▼-10.6%2,1751.1%Industrial ProductsTXTTextron$2,180,681$30,410 ▲1.4%22,7321.1%AerospaceJNJJohnson & Johnson$2,177,248$21,513 ▲1.0%13,7641.1%MedicalFIFiserv$2,169,716$65,047 ▲3.1%13,5761.1%Business ServicesCRMSalesforce$2,165,785$13,854 ▲0.6%7,1911.1%Computer and TechnologyLOWLowe's Companies$2,164,696$251,164 ▼-10.4%8,4981.1%Retail/WholesaleAPPLOVIN CORP$2,139,175$2,139,175 ▲New Holding30,9041.1%COM CL ASPYSPDR S&P 500 ETF Trust$2,110,064$34,523 ▼-1.6%4,0341.1%FinanceGOOGLAlphabet$2,082,532$190,625 ▼-8.4%13,7981.1%Computer and TechnologyCBChubb$2,070,449$12,697 ▲0.6%7,9901.0%FinanceRTXRTX$2,017,213$44,669 ▲2.3%20,6831.0%AerospaceBSXBoston Scientific$1,907,994$70,065 ▼-3.5%27,8581.0%MedicalBKNGBooking$1,813,940$47,162 ▲2.7%5000.9%Retail/WholesaleUNHUnitedHealth Group$1,801,203$1,474,206 ▼-45.0%3,6410.9%MedicalPANWPalo Alto Networks$1,797,122$1,797,122 ▲New Holding6,3250.9%Computer and TechnologyHIGThe Hartford Financial Services Group$1,789,979$1,789,979 ▲New Holding17,3700.9%FinanceCOSTCostco Wholesale$1,744,392$275,469 ▼-13.6%2,3810.9%Retail/WholesaleAKAMAkamai Technologies$1,743,097$14,900 ▲0.9%16,0270.9%Computer and TechnologyABNBAirbnb$1,705,686$272,349 ▲19.0%10,3400.9%Computer and TechnologyETNEaton$1,692,537$180,104 ▼-9.6%5,4130.9%Industrial ProductsLPLALPL Financial$1,558,780$43,857 ▲2.9%5,9000.8%FinanceGEGeneral Electric$1,522,021$29,138 ▲2.0%8,6710.8%TransportationIVViShares Core S&P 500 ETF$1,408,431$59,408 ▼-4.0%2,6790.7%ETFINGING Groep$1,216,9620.0%73,8000.6%FinanceXLFFinancial Select Sector SPDR Fund$1,105,861$88,031 ▼-7.4%26,2550.6%ETFMSMorgan Stanley$1,087,548$15,442 ▲1.4%11,5500.6%FinanceCECelanese$971,868$971,868 ▲New Holding5,6550.5%Basic MaterialsTFCTruist Financial$895,098$1,442 ▲0.2%22,9630.5%FinanceBABoeing$804,961$21,615 ▼-2.6%4,1710.4%AerospaceVSTVistra$651,019$645,795 ▼-49.8%9,3470.3%UtilitiesXOMExxon Mobil$625,064$13,020 ▼-2.0%5,3770.3%Oils/EnergyCVXChevron$614,871$15,301 ▲2.6%3,8980.3%Oils/EnergyCCitigroup$579,531$183,522 ▼-24.1%9,1640.3%FinanceEQHEquitable$546,660$90,806 ▲19.9%14,3820.3%FinanceCNCCentene$540,963$540,963 ▲New Holding6,8930.3%MedicalIWMiShares Russell 2000 ETF$501,145$96,738 ▲23.9%2,3830.3%FinanceJPMJPMorgan Chase & Co.$475,312$107,761 ▲29.3%2,3730.2%FinanceNSCNorfolk Southern$475,078$6,117 ▼-1.3%1,8640.2%TransportationPKSTPeakstone Realty Trust$404,766$11,501 ▼-2.8%25,0940.2%FinanceVTWOVanguard Russell 2000 ETF$385,0670.0%4,5270.2%ETFNKENIKE$374,322$161,364 ▼-30.1%3,9830.2%Consumer DiscretionaryBPBP$371,9260.0%9,8710.2%Oils/EnergyPGProcter & Gamble$338,616$16,387 ▲5.1%2,0870.2%Consumer StaplesMRKMerck & Co., Inc.$334,889$58,586 ▲21.2%2,5380.2%MedicalTSLATesla$329,958$50,276 ▼-13.2%1,8770.2%Auto/Tires/TrucksINTCIntel$312,459$20,760 ▼-6.2%7,0740.2%Computer and TechnologyVOYAVoya Financial$280,8960.0%3,8000.1%FinancePLTRPalantir Technologies$274,578$274,578 ▲New Holding11,9330.1%Business ServicesXLCCommunication Services Select Sector SPDR Fund$273,1530.0%3,3450.1%ETFGEHCGE HealthCare Technologies$264,548$818 ▲0.3%2,9100.1%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$263,340$31,235 ▼-10.6%3,6000.1%ETFIBMInternational Business Machines$258,942$258,942 ▲New Holding1,3560.1%Computer and TechnologyCELHCelsius$235,078$235,078 ▲New Holding2,8350.1%Consumer StaplesVGTVanguard Information Technology ETF$220,223$13,109 ▼-5.6%4200.1%ETFIWDiShares Russell 1000 Value ETF$213,141$213,141 ▲New Holding1,1900.1%ETFIBBiShares Biotechnology ETF$205,967$6,861 ▼-3.2%1,5010.1%FinanceADBEAdobe$0$2,670,382 ▼-100.0%00.0%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$0$2,123,996 ▼-100.0%00.0%ETFSNASnap-on$0$2,040,655 ▼-100.0%00.0%Consumer DiscretionarySLBSchlumberger$0$1,709,254 ▼-100.0%00.0%Oils/EnergyEOGEOG Resources$0$1,635,849 ▼-100.0%00.0%Oils/EnergyULTAUlta Beauty$0$1,628,237 ▼-100.0%00.0%Retail/WholesaleITAiShares U.S. Aerospace & Defense ETF$0$1,396,651 ▼-100.0%00.0%ETFLULULululemon Athletica$0$241,840 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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