Van Hulzen Asset Management
Latest statistics and disclosures from Van Hulzen Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GOOGL, TSLA, AVGO, and represent 19.79% of Van Hulzen Asset Management's stock portfolio.
- Added to shares of these 10 stocks: ADM (+$35M), BRK.B (+$7.8M), BAC (+$7.3M), DAPP, JPM, PEP, UNH, VNOM, AVGO, AJG.
- Started 25 new stock positions in IBDU, PFXF, FSLR, HNGE, AZO, TXN, OKTA, IWF, SPDW, FCX.
- Reduced shares in these 10 stocks: NDAQ (-$6.2M), AMGN, Viper Energy, RCL, CSCO, V, META, HWKN, STRL, SPY.
- Sold out of its positions in BABA, Chargepoint Holdings Inc Com Cl A, GIS, IWM, MKC, NDAQ, QLD, TOTL, CRM, TTD. MMM, VLY, Viper Energy, AON.
- Van Hulzen Asset Management was a net buyer of stock by $60M.
- Van Hulzen Asset Management has $1.3B in assets under management (AUM), dropping by 12.25%.
- Central Index Key (CIK): 0001600145
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Portfolio Holdings for Van Hulzen Asset Management
Van Hulzen Asset Management holds 333 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $96M | 378k | 254.63 |
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| Microsoft Corporation (MSFT) | 4.2 | $56M | 108k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $42M | 172k | 243.10 |
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| Tesla Motors (TSLA) | 2.8 | $37M | 84k | 444.72 |
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| Broadcom (AVGO) | 2.6 | $35M | +5% | 107k | 329.91 |
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| Archer Daniels Midland Company (ADM) | 2.6 | $35M | NEW | 588k | 59.74 |
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| Cisco Systems (CSCO) | 2.5 | $34M | -5% | 494k | 68.42 |
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| International Business Machines (IBM) | 2.4 | $32M | 113k | 282.16 |
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| Arthur J. Gallagher & Co. (AJG) | 2.0 | $27M | +6% | 88k | 309.74 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.9 | $26M | 259k | 99.81 |
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| McDonald's Corporation (MCD) | 1.9 | $26M | +2% | 84k | 303.89 |
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| Johnson & Johnson (JNJ) | 1.8 | $24M | 128k | 185.42 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.7 | $22M | +2% | 115k | 194.50 |
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| NVIDIA Corporation (NVDA) | 1.6 | $22M | 118k | 186.58 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $21M | +4% | 32k | 669.30 |
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| Lam Research Corp Com New (LRCX) | 1.6 | $21M | 159k | 133.90 |
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| Automatic Data Processing (ADP) | 1.6 | $21M | +2% | 72k | 293.50 |
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| Meta Platforms Cl A (META) | 1.5 | $20M | -7% | 28k | 734.39 |
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| Danaher Corporation (DHR) | 1.5 | $20M | +2% | 103k | 198.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $20M | +63% | 40k | 502.74 |
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| Eaton Corp SHS (ETN) | 1.5 | $20M | 53k | 374.25 |
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| Amazon (AMZN) | 1.4 | $19M | +4% | 88k | 219.57 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $17M | +17% | 55k | 315.43 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.2 | $16M | +9% | 274k | 59.20 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $16M | 138k | 112.75 |
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| Procter & Gamble Company (PG) | 1.1 | $15M | 99k | 153.65 |
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| Ishares Gold Tr Ishares New (IAU) | 1.1 | $15M | +2% | 205k | 72.77 |
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| Coca-Cola Company (KO) | 1.0 | $14M | 209k | 66.32 |
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| Shell Spon Ads (SHEL) | 1.0 | $13M | 183k | 71.53 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.0 | $13M | 88k | 145.60 |
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| Costco Wholesale Corporation (COST) | 0.9 | $13M | -5% | 14k | 925.61 |
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| Exelon Corporation (EXC) | 0.9 | $12M | 275k | 45.01 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $12M | -6% | 18k | 666.17 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.9 | $12M | +4% | 224k | 53.24 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $11M | 113k | 100.25 |
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| Walt Disney Company (DIS) | 0.8 | $11M | 95k | 114.50 |
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| Qualcomm (QCOM) | 0.8 | $10M | 63k | 166.36 |
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| Mondelez Intl Cl A (MDLZ) | 0.8 | $10M | +2% | 166k | 62.47 |
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| Abbvie (ABBV) | 0.8 | $10M | 45k | 231.54 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $10M | +3% | 152k | 67.83 |
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| Chubb (CB) | 0.8 | $10M | 36k | 282.25 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.7 | $9.2M | +6% | 181k | 50.59 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $9.1M | +4% | 95k | 95.14 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $9.0M | -4% | 25k | 355.47 |
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| Illinois Tool Works (ITW) | 0.6 | $8.7M | +5% | 33k | 260.76 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $8.4M | +3% | 74k | 113.88 |
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| Bank of America Corporation (BAC) | 0.6 | $8.0M | +1135% | 154k | 51.59 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.6 | $7.9M | +5% | 24k | 332.84 |
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| TJX Companies (TJX) | 0.6 | $7.8M | +11% | 54k | 144.54 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.5 | $7.1M | 79k | 89.77 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $6.8M | 9.00 | 754200.00 |
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| Kinder Morgan (KMI) | 0.5 | $6.5M | 228k | 28.31 |
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| Roper Industries (ROP) | 0.5 | $6.2M | 13k | 498.71 |
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| Deckers Outdoor Corporation (DECK) | 0.5 | $6.2M | 61k | 101.37 |
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| Visa Com Cl A (V) | 0.4 | $5.9M | -22% | 17k | 341.38 |
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| Stryker Corporation (SYK) | 0.4 | $5.7M | 15k | 369.68 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $5.5M | -5% | 66k | 82.96 |
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| Ishares Msci Emrg Chn (EMXC) | 0.4 | $5.4M | +4% | 81k | 67.51 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $5.1M | +3% | 50k | 102.99 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $5.0M | 30k | 167.33 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $4.9M | 14k | 352.75 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $4.8M | +20% | 51k | 95.19 |
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| Arista Networks Com Shs (ANET) | 0.4 | $4.7M | -4% | 32k | 145.71 |
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| Northern Trust Corporation (NTRS) | 0.3 | $4.6M | 34k | 134.60 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $4.4M | -10% | 82k | 54.09 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.3 | $4.3M | +3% | 85k | 51.28 |
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| Honeywell International (HON) | 0.3 | $4.2M | -2% | 20k | 210.50 |
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| General Dynamics Corporation (GD) | 0.3 | $4.2M | 12k | 341.01 |
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| UnitedHealth (UNH) | 0.3 | $4.2M | +117% | 12k | 345.30 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $4.0M | 72k | 55.49 |
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| Chevron Corporation (CVX) | 0.3 | $3.7M | 24k | 155.29 |
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| Pepsi (PEP) | 0.3 | $3.6M | +235% | 25k | 140.44 |
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| Wal-Mart Stores (WMT) | 0.3 | $3.4M | +20% | 33k | 103.06 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.3 | $3.4M | +5% | 77k | 44.01 |
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| Oracle Corporation (ORCL) | 0.3 | $3.4M | -14% | 12k | 281.23 |
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| McKesson Corporation (MCK) | 0.2 | $3.3M | 4.3k | 772.60 |
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| CSX Corporation (CSX) | 0.2 | $3.3M | 93k | 35.51 |
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| Vaneck Etf Trust Digi Transfrm (DAPP) | 0.2 | $3.2M | NEW | 148k | 21.75 |
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| Qualys (QLYS) | 0.2 | $3.1M | -3% | 24k | 132.33 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $3.1M | -6% | 17k | 189.70 |
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| Steel Dynamics (STLD) | 0.2 | $3.0M | 21k | 139.43 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.9M | +20% | 4.9k | 600.35 |
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| Cheniere Energy Com New (LNG) | 0.2 | $2.9M | +2% | 12k | 234.99 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $2.8M | -3% | 11k | 256.44 |
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| Edwards Lifesciences (EW) | 0.2 | $2.6M | 34k | 77.77 |
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| Home Depot (HD) | 0.2 | $2.6M | +2% | 6.4k | 405.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.6M | -3% | 12k | 215.79 |
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| Hamilton Lane Cl A (HLNE) | 0.2 | $2.5M | -3% | 19k | 134.79 |
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| Stride (LRN) | 0.2 | $2.5M | -2% | 17k | 148.94 |
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| American Water Works (AWK) | 0.2 | $2.5M | +6% | 18k | 139.19 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $2.4M | +7% | 23k | 103.36 |
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| American States Water Company (AWR) | 0.2 | $2.4M | +44% | 32k | 73.32 |
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| Abbott Laboratories (ABT) | 0.2 | $2.3M | 17k | 133.94 |
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| SPS Commerce (SPSC) | 0.2 | $2.3M | +104% | 22k | 104.14 |
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| Merit Medical Systems (MMSI) | 0.2 | $2.3M | +115% | 28k | 83.23 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $2.3M | +3% | 40k | 57.10 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $2.3M | 24k | 95.15 |
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| Applied Industrial Technologies (AIT) | 0.2 | $2.3M | -3% | 8.6k | 261.06 |
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| Intercontinental Exchange (ICE) | 0.2 | $2.2M | 13k | 168.48 |
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| Addus Homecare Corp (ADUS) | 0.2 | $2.2M | -3% | 19k | 117.99 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.2 | $2.2M | -10% | 64k | 34.27 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.2 | $2.2M | +8% | 127k | 17.01 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $2.1M | +11% | 41k | 50.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.0M | -19% | 8.4k | 243.55 |
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| Progress Software Corporation (PRGS) | 0.1 | $2.0M | 45k | 43.93 |
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| Viper Energy Cl A (VNOM) | 0.1 | $1.9M | NEW | 51k | 38.22 |
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| Sterling Construction Company (STRL) | 0.1 | $1.9M | -41% | 5.7k | 339.68 |
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| Gibraltar Industries (ROCK) | 0.1 | $1.9M | -3% | 31k | 62.80 |
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| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $1.9M | -5% | 8.4k | 226.87 |
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| Bofi Holding (AX) | 0.1 | $1.9M | -3% | 22k | 84.65 |
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| Inter Parfums (IPAR) | 0.1 | $1.8M | +13% | 19k | 98.38 |
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| Simply Good Foods (SMPL) | 0.1 | $1.8M | +128% | 73k | 24.82 |
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| J&J Snack Foods (JJSF) | 0.1 | $1.8M | -3% | 19k | 96.09 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.8M | 16k | 108.96 |
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| LeMaitre Vascular (LMAT) | 0.1 | $1.8M | -3% | 20k | 87.51 |
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| Globus Med Cl A (GMED) | 0.1 | $1.8M | 31k | 57.27 |
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| Xylem (XYL) | 0.1 | $1.7M | -3% | 12k | 147.50 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.7M | 5.4k | 307.83 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.6M | -9% | 15k | 111.47 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.6M | 27k | 59.70 |
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| Digi International (DGII) | 0.1 | $1.6M | -3% | 44k | 36.46 |
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| Clear Secure Com Cl A (YOU) | 0.1 | $1.6M | +8% | 47k | 33.38 |
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| Meta Financial (CASH) | 0.1 | $1.6M | -3% | 21k | 74.01 |
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| Bwx Technologies (BWXT) | 0.1 | $1.5M | -4% | 8.1k | 184.38 |
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| Acuity Brands (AYI) | 0.1 | $1.5M | -3% | 4.3k | 344.39 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.4M | -16% | 1.9k | 762.88 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $1.4M | -2% | 56k | 25.52 |
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| Csw Industrials (CSW) | 0.1 | $1.4M | -2% | 5.9k | 242.76 |
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| Netflix (NFLX) | 0.1 | $1.4M | +33% | 1.2k | 1198.92 |
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| Federal Signal Corporation (FSS) | 0.1 | $1.4M | -3% | 12k | 118.99 |
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| Cummins (CMI) | 0.1 | $1.4M | +26% | 3.3k | 422.38 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.4M | 8.5k | 164.54 |
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| Corcept Therapeutics Incorporated (CORT) | 0.1 | $1.4M | -2% | 17k | 83.11 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.4M | 15k | 89.37 |
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| Hawkins (HWKN) | 0.1 | $1.4M | -52% | 7.4k | 182.73 |
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| Acushnet Holdings Corp (GOLF) | 0.1 | $1.4M | -3% | 17k | 78.49 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.3M | 16k | 84.60 |
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| Fidelity National Financial Com Shs (FNF) | 0.1 | $1.3M | 22k | 60.49 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $1.3M | +13% | 31k | 42.76 |
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| Standex Int'l (SXI) | 0.1 | $1.2M | -3% | 5.9k | 211.91 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.2M | +9% | 29k | 42.37 |
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| Prestige Brands Holdings (PBH) | 0.1 | $1.2M | +41% | 20k | 62.40 |
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| Amgen (AMGN) | 0.1 | $1.2M | -63% | 4.2k | 282.21 |
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| Brady Corp Cl A (BRC) | 0.1 | $1.2M | -3% | 15k | 78.03 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.2M | +6% | 1.9k | 612.45 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | -4% | 2.3k | 499.21 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $1.1M | -8% | 9.5k | 121.42 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | 3.3k | 346.26 |
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| Yum! Brands (YUM) | 0.1 | $1.1M | 7.5k | 152.00 |
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| Realty Income (O) | 0.1 | $1.1M | 19k | 60.79 |
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| Merck & Co (MRK) | 0.1 | $1.1M | -14% | 14k | 83.93 |
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| Cloudflare Cl A Com (NET) | 0.1 | $1.1M | -2% | 5.3k | 214.59 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.1M | +9% | 6.8k | 161.79 |
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| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.1 | $1.1M | 25k | 43.92 |
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| Phillips 66 (PSX) | 0.1 | $1.1M | 7.8k | 136.02 |
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| Itt (ITT) | 0.1 | $1.1M | 5.9k | 178.76 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.1M | 22k | 48.03 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.0M | +42% | 2.2k | 479.54 |
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| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.1 | $1.0M | -2% | 37k | 28.21 |
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| Fifth Third Ban (FITB) | 0.1 | $1.0M | 23k | 44.55 |
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| Deere & Company (DE) | 0.1 | $1.0M | -3% | 2.2k | 457.17 |
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| Rli (RLI) | 0.1 | $989k | -2% | 15k | 65.22 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $985k | +2% | 19k | 52.22 |
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| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.1 | $979k | +4% | 25k | 39.18 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $959k | 22k | 43.42 |
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| Pulte (PHM) | 0.1 | $927k | +16% | 7.0k | 132.13 |
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| Gilead Sciences (GILD) | 0.1 | $924k | 8.3k | 111.00 |
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| Sempra Energy (SRE) | 0.1 | $900k | 10k | 89.98 |
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| Strategy Cl A New (MSTR) | 0.1 | $895k | +5% | 2.8k | 322.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $892k | +4% | 2.7k | 328.22 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $867k | -9% | 7.1k | 122.45 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $865k | -11% | 9.4k | 91.75 |
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| Caterpillar (CAT) | 0.1 | $864k | -2% | 1.8k | 477.12 |
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| Travelers Companies (TRV) | 0.1 | $859k | 3.1k | 279.18 |
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| Mueller Industries (MLI) | 0.1 | $855k | -2% | 8.5k | 101.10 |
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| Waste Management (WM) | 0.1 | $852k | +2% | 3.9k | 220.83 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $837k | 678.00 | 1234.80 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $835k | -5% | 6.9k | 120.71 |
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| Toll Brothers (TOL) | 0.1 | $829k | -31% | 6.0k | 138.14 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $826k | 36k | 23.12 |
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| Lennar Corp Cl A (LEN) | 0.1 | $822k | +70% | 6.5k | 126.04 |
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| Lattice Strategies Tr Hartford Us Eqty (ROUS) | 0.1 | $819k | +11% | 14k | 57.49 |
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| Ge Vernova (GEV) | 0.1 | $814k | -13% | 1.3k | 614.90 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $808k | 34k | 23.56 |
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| ConocoPhillips (COP) | 0.1 | $772k | -3% | 8.2k | 94.60 |
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| PNC Financial Services (PNC) | 0.1 | $749k | 3.7k | 200.94 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $737k | -3% | 13k | 57.31 |
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| Uber Technologies (UBER) | 0.1 | $736k | +24% | 7.5k | 97.97 |
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| Intuit (INTU) | 0.1 | $715k | -10% | 1.0k | 683.12 |
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| First Horizon National Corporation (FHN) | 0.1 | $701k | 31k | 22.61 |
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| Welltower Inc Com reit (WELL) | 0.1 | $688k | 3.9k | 178.14 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $683k | +8% | 1.4k | 490.38 |
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| Us Bancorp Del Com New (USB) | 0.1 | $676k | -2% | 14k | 48.33 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $674k | -3% | 4.8k | 140.95 |
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| Intel Corporation (INTC) | 0.0 | $669k | +41% | 20k | 33.55 |
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| AmerisourceBergen (COR) | 0.0 | $657k | +2% | 2.1k | 312.53 |
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| Cheniere Energy Partners Com Unit (CQP) | 0.0 | $655k | -2% | 12k | 53.82 |
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| Morgan Stanley Com New (MS) | 0.0 | $650k | +2% | 4.1k | 158.97 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $648k | -74% | 2.0k | 323.58 |
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| Southern Company (SO) | 0.0 | $646k | 6.8k | 94.77 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $638k | -38% | 3.5k | 182.42 |
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| Philip Morris International (PM) | 0.0 | $636k | +3% | 3.9k | 162.22 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $635k | +6% | 55k | 11.50 |
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| Bristol Myers Squibb (BMY) | 0.0 | $633k | -6% | 14k | 45.10 |
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| Boeing Company (BA) | 0.0 | $627k | 2.9k | 215.83 |
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| Pfizer (PFE) | 0.0 | $627k | 25k | 25.48 |
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| Medtronic SHS (MDT) | 0.0 | $626k | +2% | 6.6k | 95.24 |
|
| Sun Communities (SUI) | 0.0 | $619k | +5% | 4.8k | 129.00 |
|
| Reddit Cl A (RDDT) | 0.0 | $618k | -19% | 2.7k | 229.99 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $597k | -11% | 2.6k | 225.55 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $575k | 3.0k | 189.44 |
|
|
| Verizon Communications (VZ) | 0.0 | $574k | -4% | 13k | 43.95 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $570k | 50k | 11.39 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $569k | +11% | 18k | 31.91 |
|
| Ge Aerospace Com New (GE) | 0.0 | $558k | -7% | 1.9k | 300.77 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $540k | +2% | 15k | 36.55 |
|
| Analog Devices (ADI) | 0.0 | $538k | -6% | 2.2k | 245.75 |
|
| Hershey Company (HSY) | 0.0 | $526k | -20% | 2.8k | 187.08 |
|
| D.R. Horton (DHI) | 0.0 | $509k | 3.0k | 169.47 |
|
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.0 | $506k | 11k | 44.57 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $497k | 3.3k | 148.61 |
|
|
| Hinge Health Cl A (HNGE) | 0.0 | $494k | NEW | 10k | 49.08 |
|
| Nike CL B (NKE) | 0.0 | $490k | 7.0k | 69.73 |
|
|
| Badger Meter (BMI) | 0.0 | $487k | -3% | 2.7k | 178.59 |
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $484k | -4% | 6.7k | 72.58 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $479k | -2% | 15k | 31.62 |
|
| Cousins Pptys Com New (CUZ) | 0.0 | $463k | -3% | 16k | 28.94 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $459k | 17k | 27.30 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $455k | 3.8k | 119.92 |
|
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $452k | +17% | 4.6k | 98.61 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $452k | +24% | 9.7k | 46.41 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $441k | +27% | 5.9k | 74.37 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $439k | -12% | 6.8k | 65.00 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $438k | 3.7k | 118.44 |
|
|
| Prologis (PLD) | 0.0 | $435k | +24% | 3.8k | 114.53 |
|
| KB Home (KBH) | 0.0 | $433k | -5% | 6.8k | 63.64 |
|
| Essex Property Trust (ESS) | 0.0 | $426k | 1.6k | 267.63 |
|
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $422k | +7% | 6.1k | 68.66 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $415k | 3.7k | 111.84 |
|
|
| Allstate Corporation (ALL) | 0.0 | $414k | 1.9k | 214.65 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $414k | +61% | 2.0k | 203.62 |
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.0 | $413k | NEW | 8.1k | 50.78 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $410k | 3.3k | 124.35 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $405k | 5.3k | 76.40 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $396k | 4.2k | 93.37 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $392k | 19k | 20.41 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $381k | -2% | 26k | 14.93 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $381k | +4% | 6.6k | 57.52 |
|
| TETRA Technologies (TTI) | 0.0 | $374k | -7% | 65k | 5.75 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $364k | 7.0k | 52.34 |
|
|
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $361k | +3% | 29k | 12.67 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.0 | $351k | 7.9k | 44.42 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $345k | +9% | 4.8k | 71.37 |
|
| Altria (MO) | 0.0 | $343k | +6% | 5.2k | 66.06 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $341k | +4% | 13k | 25.71 |
|
| V.F. Corporation (VFC) | 0.0 | $335k | -9% | 23k | 14.43 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $333k | NEW | 710.00 | 468.32 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $327k | 4.1k | 79.80 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $312k | +26% | 2.8k | 110.49 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $310k | -4% | 4.1k | 75.39 |
|
| At&t (T) | 0.0 | $308k | 11k | 28.24 |
|
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $305k | -3% | 17k | 18.03 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $302k | 18k | 17.27 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $299k | 277.00 | 1078.92 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $296k | -8% | 1.0k | 281.86 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $295k | +6% | 2.1k | 140.07 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $294k | 17k | 17.16 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $292k | -8% | 11k | 27.90 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $290k | NEW | 5.1k | 57.04 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $290k | +4% | 11k | 26.07 |
|
| Franklin Templeton Etf Tr Income Eqt Focus (INCE) | 0.0 | $286k | +14% | 4.8k | 59.28 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.0 | $286k | NEW | 11k | 26.95 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $285k | -3% | 5.3k | 53.40 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $279k | NEW | 7.1k | 39.22 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $279k | +2% | 2.8k | 100.04 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $277k | +33% | 3.3k | 84.11 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $277k | -8% | 4.3k | 64.39 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $275k | -2% | 725.00 | 378.94 |
|
| Northwest Bancshares (NWBI) | 0.0 | $274k | -2% | 22k | 12.39 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $271k | -12% | 9.0k | 30.22 |
|
| Applied Materials (AMAT) | 0.0 | $266k | 1.3k | 204.74 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $264k | -7% | 1.9k | 141.78 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $257k | +12% | 3.2k | 79.94 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $255k | NEW | 5.7k | 45.21 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $255k | 1.0k | 254.17 |
|
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $255k | 2.0k | 125.95 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $255k | NEW | 6.0k | 42.79 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $252k | 6.9k | 36.69 |
|
|
| Linde SHS (LIN) | 0.0 | $250k | 525.00 | 475.16 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $247k | 2.0k | 123.77 |
|
|
| Nextera Energy (NEE) | 0.0 | $244k | -3% | 3.2k | 75.49 |
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $242k | +14% | 4.6k | 52.06 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $241k | 423.00 | 569.36 |
|
|
| Hp (HPQ) | 0.0 | $241k | 8.8k | 27.23 |
|
|
| Okta Cl A (OKTA) | 0.0 | $240k | NEW | 2.6k | 91.70 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $237k | NEW | 8.2k | 28.91 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $236k | 953.00 | 247.24 |
|
|
| Emerson Electric (EMR) | 0.0 | $234k | 1.8k | 131.20 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $234k | -17% | 2.6k | 91.42 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $232k | -4% | 4.5k | 51.09 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $231k | 1.7k | 135.65 |
|
|
| Enbridge (ENB) | 0.0 | $230k | -2% | 4.6k | 50.46 |
|
| AutoZone (AZO) | 0.0 | $227k | NEW | 53.00 | 4290.25 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $227k | 2.5k | 89.34 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $227k | 2.0k | 111.70 |
|
|
| Nutrien (NTR) | 0.0 | $226k | 3.8k | 58.71 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $223k | 1.6k | 142.10 |
|
|
| Nortonlifelock (GEN) | 0.0 | $219k | 7.7k | 28.39 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $218k | NEW | 1.2k | 183.79 |
|
| Vulcan Materials Company (VMC) | 0.0 | $216k | NEW | 701.00 | 307.62 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $215k | NEW | 9.2k | 23.47 |
|
| First Solar (FSLR) | 0.0 | $215k | NEW | 975.00 | 220.53 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $211k | NEW | 8.3k | 25.52 |
|
| Clean Harbors (CLH) | 0.0 | $208k | 897.00 | 232.22 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $206k | NEW | 8.4k | 24.34 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $205k | NEW | 2.0k | 100.70 |
|
| Garmin SHS (GRMN) | 0.0 | $204k | NEW | 827.00 | 246.22 |
|
| Citigroup Com New (C) | 0.0 | $202k | -15% | 2.0k | 101.50 |
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $202k | NEW | 11k | 17.77 |
|
| Wells Fargo & Company (WFC) | 0.0 | $200k | NEW | 2.4k | 83.82 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $198k | 29k | 6.91 |
|
|
| Nuveen Build Amer Bd (NBB) | 0.0 | $190k | 12k | 16.22 |
|
|
| Ford Motor Company (F) | 0.0 | $185k | 15k | 11.96 |
|
|
| Xeris Pharmaceuticals (XERS) | 0.0 | $181k | +29% | 22k | 8.14 |
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $166k | 16k | 10.59 |
|
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $166k | +15% | 15k | 10.85 |
|
| Udemy (UDMY) | 0.0 | $140k | 20k | 7.02 |
|
|
| Black Stone Minerals Com Unit (BSM) | 0.0 | $131k | NEW | 10k | 13.14 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $131k | 14k | 9.10 |
|
|
| Lexington Realty Trust (LXP) | 0.0 | $90k | 10k | 8.96 |
|
|
| Complete Solaria (SPWR) | 0.0 | $81k | +2% | 46k | 1.76 |
|
| Chegg (CHGG) | 0.0 | $62k | 41k | 1.51 |
|
|
| Fold Hldgs Com Cl A (FLD) | 0.0 | $39k | 10k | 3.86 |
|
Past Filings by Van Hulzen Asset Management
SEC 13F filings are viewable for Van Hulzen Asset Management going back to 2013
- Van Hulzen Asset Management 2025 Q3 filed Nov. 13, 2025
- Van Hulzen Asset Management 2025 Q2 filed Aug. 13, 2025
- Van Hulzen Asset Management 2025 Q1 filed May 14, 2025
- Van Hulzen Asset Management 2024 Q4 filed Feb. 10, 2025
- Van Hulzen Asset Management 2024 Q3 filed Nov. 12, 2024
- Van Hulzen Asset Management 2024 Q2 filed Aug. 7, 2024
- Van Hulzen Asset Management 2024 Q1 filed May 6, 2024
- Van Hulzen Asset Management 2023 Q4 filed Feb. 7, 2024
- Van Hulzen Asset Management 2023 Q3 filed Nov. 7, 2023
- Van Hulzen Asset Management 2023 Q2 filed Aug. 3, 2023
- Van Hulzen Asset Management 2023 Q1 filed April 28, 2023
- Van Hulzen Asset Management 2022 Q4 filed Feb. 13, 2023
- Van Hulzen Asset Management 2022 Q3 filed Nov. 8, 2022
- Van Hulzen Asset Management 2022 Q2 filed Aug. 4, 2022
- Van Hulzen Asset Management 2022 Q1 filed May 20, 2022
- Van Hulzen Asset Management 2021 Q4 filed Feb. 4, 2022