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, IBM, ABBV, and represent 20.14% of Van Hulzen Asset Management's stock portfolio.
- Added to shares of these 10 stocks: PG (+$18M), SLB (+$13M), CB (+$9.6M), NDAQ (+$6.6M), IR (+$6.2M), HON, AVGO, LRCX, ANET, BTC.
- Started 847 new stock positions in TRN, PKG, RMBS, IHF, DBL, JNK, AXTA, CBOE, BTT, IEMG.
- Reduced shares in these 10 stocks: BBY (-$39M), HSY (-$18M), KMI (-$17M), MRK (-$14M), AON (-$14M), AAPL (-$11M), NVDA (-$7.3M), NTRS (-$5.9M), LMT (-$5.1M), Lam Research Corporation.
- Sold out of its positions in Arista Networks, ACLS, BBY, EGO, Grayscale Ethereum Mini Tr E, Grayscale Bitcoin Mini Trust BTC, Lam Research Corporation, Proshares Tr short s&p 500 ne.
- Van Hulzen Asset Management was a net seller of stock by $-29M.
- Van Hulzen Asset Management has $1.4B in assets under management (AUM), dropping by -0.85%.
- Central Index Key (CIK): 0001600145
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Portfolio Holdings for Van Hulzen Asset Management
Van Hulzen Asset Management holds 1158 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Van Hulzen Asset Management has 1158 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Van Hulzen Asset Management Dec. 31, 2024 positions
- Download the Van Hulzen Asset Management December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Call Call Option (Principal) (AAPL) | 7.6 | $104M | -9% | 414k | 250.42 |
|
| Microsoft Corp Call Call Option (Principal) (MSFT) | 4.4 | $60M | 142k | 421.50 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $44M | 231k | 189.30 |
|
|
| International Business Machines (IBM) | 2.8 | $39M | -5% | 176k | 219.83 |
|
| Abbvie (ABBV) | 2.2 | $30M | 169k | 177.70 |
|
|
| Tesla Motors (TSLA) | 2.2 | $30M | 74k | 403.84 |
|
|
| McDonald's Corporation (MCD) | 2.2 | $30M | +2% | 103k | 289.89 |
|
| Arthur J. Gallagher & Co. (AJG) | 2.0 | $28M | 98k | 283.85 |
|
|
| Cisco Systems (CSCO) | 1.9 | $26M | 437k | 59.20 |
|
|
| Eaton Corp SHS (ETN) | 1.7 | $24M | 71k | 331.87 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.7 | $23M | 130k | 178.08 |
|
|
| Automatic Data Processing (ADP) | 1.7 | $23M | 78k | 292.73 |
|
|
| NVIDIA Corporation (NVDA) | 1.6 | $22M | -24% | 165k | 134.29 |
|
| Johnson & Johnson (JNJ) | 1.6 | $22M | 153k | 144.62 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.5 | $21M | -2% | 259k | 81.58 |
|
| Oracle Corporation (ORCL) | 1.5 | $21M | 124k | 166.64 |
|
|
| Broadcom (AVGO) | 1.5 | $20M | +27% | 88k | 231.84 |
|
| Procter & Gamble Company (PG) | 1.5 | $20M | +658% | 120k | 167.65 |
|
| Amazon (AMZN) | 1.4 | $20M | 89k | 219.39 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $19M | +2% | 32k | 588.69 |
|
| Danaher Corporation (DHR) | 1.3 | $18M | 77k | 229.55 |
|
|
| Visa Call Call Option (Principal) (V) | 1.3 | $17M | +4% | 54k | 316.04 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $17M | +4% | 157k | 107.57 |
|
| Coca-Cola Company (KO) | 1.1 | $15M | 246k | 62.26 |
|
|
| Walt Disney Company (DIS) | 1.0 | $14M | +2% | 126k | 111.35 |
|
| Meta Platforms Cl A (META) | 1.0 | $14M | -2% | 24k | 585.52 |
|
| Exelon Corporation (EXC) | 1.0 | $13M | 354k | 37.64 |
|
|
| Schlumberger Com Stk (SLB) | 0.9 | $13M | NEW | 336k | 38.34 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.9 | $12M | 243k | 49.51 |
|
|
| Shell Spon Ads (SHEL) | 0.9 | $12M | 189k | 62.65 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.8 | $12M | -2% | 89k | 128.82 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $11M | +2% | 48k | 239.71 |
|
| UnitedHealth (UNH) | 0.8 | $11M | 22k | 505.87 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.8 | $11M | +3% | 54k | 206.92 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $11M | 19k | 586.08 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $11M | 114k | 96.90 |
|
|
| Costco Wholesale Corporation (COST) | 0.8 | $11M | 12k | 916.25 |
|
|
| Roper Industries (ROP) | 0.8 | $11M | 21k | 519.86 |
|
|
| Honeywell International (HON) | 0.8 | $11M | +75% | 47k | 225.89 |
|
| Mondelez Intl Cl A (MDLZ) | 0.8 | $11M | +2% | 177k | 59.73 |
|
| Chubb (CB) | 0.7 | $9.9M | +2622% | 36k | 276.30 |
|
| Tjx Cos Call Call Option (Principal) (TJX) | 0.7 | $9.7M | +6% | 81k | 120.81 |
|
| Qualcomm (QCOM) | 0.7 | $9.4M | 61k | 153.62 |
|
|
| Deere & Company (DE) | 0.6 | $8.3M | +2% | 20k | 423.69 |
|
| Lululemon Athletica (LULU) | 0.6 | $8.0M | +2% | 21k | 382.41 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $8.0M | +2% | 90k | 88.79 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $8.0M | +22% | 153k | 52.02 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $7.9M | 97k | 81.98 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $7.8M | 149k | 52.47 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $7.6M | 31k | 242.13 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.5 | $7.4M | +12% | 146k | 50.47 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $6.9M | 71k | 96.83 |
|
|
| S&p Global (SPGI) | 0.5 | $6.8M | +2% | 14k | 498.03 |
|
| Nasdaq Omx (NDAQ) | 0.5 | $6.6M | NEW | 86k | 77.31 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $6.3M | -18% | 14k | 444.68 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.5 | $6.3M | -5% | 85k | 74.02 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $6.3M | 22k | 288.86 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.5 | $6.2M | 72k | 86.02 |
|
|
| Ingersoll Rand (IR) | 0.5 | $6.2M | NEW | 69k | 90.46 |
|
| AmerisourceBergen (COR) | 0.4 | $6.0M | 27k | 224.68 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $6.0M | 13k | 453.28 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $5.9M | +2% | 67k | 87.33 |
|
| Hershey Call Call Option (Principal) (HSY) | 0.4 | $5.5M | -76% | 33k | 169.35 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $5.4M | 8.00 | 680920.00 |
|
|
| Merck & Co (MRK) | 0.4 | $4.8M | -73% | 49k | 99.48 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $4.6M | +6% | 90k | 51.51 |
|
| Home Depot (HD) | 0.3 | $4.3M | -4% | 11k | 388.98 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.3 | $4.3M | 77k | 55.45 |
|
|
| Qualys (QLYS) | 0.3 | $4.2M | +26% | 30k | 140.22 |
|
| Abbott Laboratories (ABT) | 0.3 | $4.1M | +20% | 37k | 113.11 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $4.1M | NEW | 57k | 72.23 |
|
| Wheaton Precious Metals Corp (WPM) | 0.3 | $4.1M | +5% | 73k | 56.24 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $3.8M | NEW | 35k | 110.53 |
|
| Starbucks Corporation (SBUX) | 0.3 | $3.8M | +4% | 42k | 91.25 |
|
| Chevron Corporation (CVX) | 0.3 | $3.8M | 26k | 144.84 |
|
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.3 | $3.8M | +20% | 75k | 50.50 |
|
| Progress Software Corporation (PRGS) | 0.3 | $3.5M | +5% | 53k | 65.15 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $3.5M | 30k | 115.72 |
|
|
| Cheniere Energy Com New (LNG) | 0.2 | $3.4M | +6% | 16k | 214.87 |
|
| Northern Trust Corporation (NTRS) | 0.2 | $3.4M | -63% | 33k | 102.50 |
|
| General Dynamics Corporation (GD) | 0.2 | $3.3M | 12k | 263.50 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $3.1M | +6% | 35k | 89.04 |
|
| Amgen (AMGN) | 0.2 | $3.1M | 12k | 260.63 |
|
|
| CSX Corporation (CSX) | 0.2 | $3.0M | 93k | 32.27 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.0M | -4% | 15k | 195.83 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.8M | +3% | 25k | 115.22 |
|
| Deckers Outdoor Corporation (DECK) | 0.2 | $2.8M | 14k | 203.09 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.8M | +24% | 16k | 175.23 |
|
| Addus Homecare Corp (ADUS) | 0.2 | $2.8M | -29% | 22k | 125.35 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $2.8M | +2% | 30k | 91.68 |
|
| American States Water Company (AWR) | 0.2 | $2.7M | -16% | 35k | 77.72 |
|
| Steel Dynamics (STLD) | 0.2 | $2.7M | 24k | 114.07 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.6M | 14k | 190.44 |
|
|
| Globus Med Cl A (GMED) | 0.2 | $2.6M | 31k | 82.71 |
|
|
| McKesson Corporation (MCK) | 0.2 | $2.6M | -3% | 4.5k | 569.91 |
|
| Applied Industrial Technologies (AIT) | 0.2 | $2.5M | -25% | 11k | 239.46 |
|
| Edwards Lifesciences (EW) | 0.2 | $2.5M | 34k | 74.03 |
|
|
| Inter Parfums (IPAR) | 0.2 | $2.5M | +6% | 19k | 131.51 |
|
| Ban (TBBK) | 0.2 | $2.5M | +8% | 47k | 52.63 |
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.2 | $2.3M | -3% | 82k | 28.02 |
|
| LeMaitre Vascular (LMAT) | 0.2 | $2.2M | +6% | 24k | 92.14 |
|
| Hawkins (HWKN) | 0.2 | $2.2M | +117% | 18k | 122.67 |
|
| Texas Instrs Call Call Option (Principal) (TXN) | 0.2 | $2.2M | +19% | 12k | 187.51 |
|
| Federal Signal Corporation (FSS) | 0.2 | $2.2M | +8% | 24k | 92.39 |
|
| Stride (LRN) | 0.2 | $2.2M | +4% | 21k | 103.93 |
|
| SPS Commerce (SPSC) | 0.2 | $2.2M | +10% | 12k | 183.99 |
|
| Csw Industrials (CSWI) | 0.2 | $2.2M | +7% | 6.1k | 352.81 |
|
| Verisk Analytics (VRSK) | 0.2 | $2.1M | +6% | 7.8k | 275.43 |
|
| Diamondback Energy (FANG) | 0.2 | $2.1M | +6% | 13k | 163.83 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.1M | -5% | 20k | 106.84 |
|
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.2 | $2.1M | -31% | 54k | 38.76 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.1M | 4.1k | 511.20 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $2.1M | +61% | 23k | 91.43 |
|
| Gibraltar Industries (ROCK) | 0.1 | $2.0M | +10% | 35k | 58.90 |
|
| Lowe's Companies (LOW) | 0.1 | $2.0M | +8% | 8.2k | 246.80 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $2.0M | +6% | 35k | 57.53 |
|
| United Parcel Service CL B (UPS) | 0.1 | $2.0M | +7% | 16k | 126.10 |
|
| Intercontinental Exchange (ICE) | 0.1 | $2.0M | 14k | 149.01 |
|
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| Wal-Mart Stores (WMT) | 0.1 | $2.0M | 22k | 90.35 |
|
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| Franklin Electric (FELE) | 0.1 | $2.0M | +8% | 21k | 97.45 |
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| Bofi Holding (AX) | 0.1 | $2.0M | +4% | 29k | 69.85 |
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| Carrier Global Corporation (CARR) | 0.1 | $2.0M | 29k | 68.26 |
|
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| Marten Transport (MRTN) | 0.1 | $1.9M | +8% | 122k | 15.61 |
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| T. Rowe Price (TROW) | 0.1 | $1.9M | +7% | 16k | 113.09 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.8M | +5% | 2.3k | 772.02 |
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| American Water Works (AWK) | 0.1 | $1.8M | +11% | 14k | 124.49 |
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| Viper Energy Cl A (VNOM) | 0.1 | $1.7M | +5% | 35k | 49.07 |
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| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $1.7M | +3% | 8.7k | 193.58 |
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| Azek Cl A (AZEK) | 0.1 | $1.7M | +6% | 35k | 47.47 |
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| Digi International (DGII) | 0.1 | $1.6M | +6% | 53k | 30.23 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $1.6M | -7% | 12k | 131.41 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $1.6M | NEW | 37k | 41.87 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $1.5M | NEW | 26k | 58.81 |
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| Acushnet Holdings Corp (GOLF) | 0.1 | $1.5M | +8% | 21k | 71.08 |
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| Rli (RLI) | 0.1 | $1.5M | +7% | 9.2k | 164.83 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $1.5M | NEW | 65k | 22.50 |
|
| Tidewater (TDW) | 0.1 | $1.4M | +211% | 26k | 54.71 |
|
| Merit Medical Systems (MMSI) | 0.1 | $1.4M | NEW | 15k | 96.72 |
|
| Simply Good Foods (SMPL) | 0.1 | $1.4M | +8% | 36k | 38.98 |
|
| Xylem (XYL) | 0.1 | $1.4M | 12k | 116.02 |
|
|
| Blackbaud (BLKB) | 0.1 | $1.4M | NEW | 19k | 73.92 |
|
| Standex Int'l (SXI) | 0.1 | $1.4M | NEW | 7.4k | 186.99 |
|
| Brady Corp Cl A (BRC) | 0.1 | $1.4M | NEW | 18k | 73.85 |
|
| Clear Secure Com Cl A (YOU) | 0.1 | $1.4M | NEW | 51k | 26.64 |
|
| Cactus Cl A (WHD) | 0.1 | $1.3M | +7% | 23k | 58.36 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.3M | -2% | 4.9k | 269.69 |
|
| J&J Snack Foods (JJSF) | 0.1 | $1.3M | +8% | 8.2k | 155.12 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $1.3M | NEW | 5.5k | 230.69 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.3M | 16k | 76.83 |
|
|
| Hamilton Lane Cl A (HLNE) | 0.1 | $1.2M | -33% | 8.3k | 148.04 |
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| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $1.2M | 22k | 56.14 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | -80% | 2.5k | 485.88 |
|
| Commercial Metals Company (CMC) | 0.1 | $1.2M | +8% | 24k | 49.60 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | NEW | 3.3k | 339.93 |
|
| Gilead Sciences (GILD) | 0.1 | $1.1M | 12k | 92.37 |
|
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| V.F. Corporation (VFC) | 0.1 | $1.1M | +54% | 51k | 21.46 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $1.1M | -15% | 47k | 22.98 |
|
| Pepsi (PEP) | 0.1 | $1.1M | +37% | 6.9k | 152.06 |
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| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.1 | $1.1M | 25k | 42.48 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $1.0M | +61% | 25k | 41.27 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.0M | +39% | 22k | 46.44 |
|
| Yum! Brands (YUM) | 0.1 | $1.0M | 7.5k | 134.16 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $998k | -2% | 24k | 42.28 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $995k | +11% | 38k | 26.33 |
|
| Kinder Morgan (KMI) | 0.1 | $986k | -94% | 36k | 27.40 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $970k | -2% | 7.0k | 139.35 |
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| Cummins (CMI) | 0.1 | $958k | 2.7k | 348.61 |
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|
| Cheniere Energy Partners Com Unit (CQP) | 0.1 | $888k | 17k | 53.12 |
|
|
| Snowflake Cl A (SNOW) | 0.1 | $880k | -9% | 5.7k | 154.41 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $880k | 7.8k | 112.26 |
|
|
| Phillips 66 (PSX) | 0.1 | $879k | 7.7k | 113.93 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $874k | +9% | 1.6k | 538.85 |
|
| Travelers Companies (TRV) | 0.1 | $866k | 3.6k | 240.92 |
|
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $865k | +25% | 17k | 50.28 |
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $860k | -2% | 720.00 | 1194.75 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $850k | 15k | 56.56 |
|
|
| Itt (ITT) | 0.1 | $843k | 5.9k | 142.88 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $836k | +63% | 46k | 18.22 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $825k | -2% | 17k | 47.83 |
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| Realty Income (O) | 0.1 | $824k | -62% | 15k | 53.41 |
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| ConocoPhillips (COP) | 0.1 | $816k | 8.2k | 99.17 |
|
|
| PNC Financial Services (PNC) | 0.1 | $804k | -3% | 4.2k | 192.85 |
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| Waste Management (WM) | 0.1 | $786k | 3.9k | 201.79 |
|
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $780k | 34k | 22.72 |
|
|
| Sterling Construction Company (STRL) | 0.1 | $775k | NEW | 4.6k | 168.45 |
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| Advanced Micro Devices (AMD) | 0.1 | $763k | -37% | 6.3k | 120.79 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $743k | -3% | 2.6k | 289.81 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $740k | -2% | 7.3k | 101.53 |
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| Mueller Industries (MLI) | 0.1 | $735k | NEW | 9.3k | 79.36 |
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| Intuit (INTU) | 0.1 | $734k | 1.2k | 628.59 |
|
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| Cloudflare Cl A Com (NET) | 0.1 | $732k | +6% | 6.8k | 107.68 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $730k | -7% | 22k | 33.39 |
|
| Acuity Brands (AYI) | 0.1 | $730k | NEW | 2.5k | 292.13 |
|
| Badger Meter (BMI) | 0.1 | $714k | NEW | 3.4k | 212.12 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $713k | -3% | 6.1k | 117.53 |
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| Allstate Corporation (ALL) | 0.1 | $713k | 3.7k | 192.80 |
|
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $711k | 14k | 49.72 |
|
|
| D.R. Horton (DHI) | 0.1 | $700k | -16% | 5.0k | 139.82 |
|
| Pulte (PHM) | 0.0 | $678k | NEW | 6.2k | 108.90 |
|
| Medtronic SHS (MDT) | 0.0 | $669k | 8.4k | 79.88 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $661k | NEW | 31k | 21.35 |
|
| First Horizon National Corporation (FHN) | 0.0 | $651k | -2% | 32k | 20.14 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $641k | -2% | 5.0k | 127.60 |
|
| Toll Brothers (TOL) | 0.0 | $630k | -41% | 5.0k | 125.95 |
|
| Pfizer (PFE) | 0.0 | $629k | -28% | 24k | 26.53 |
|
| Caterpillar (CAT) | 0.0 | $593k | +3% | 1.6k | 362.83 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $592k | -6% | 7.6k | 78.18 |
|
| Analog Devices (ADI) | 0.0 | $590k | 2.8k | 212.44 |
|
|
| Dutch Bros Cl A (BROS) | 0.0 | $585k | -9% | 11k | 52.38 |
|
| Ge Vernova (GEV) | 0.0 | $580k | -11% | 1.8k | 328.93 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $578k | +12% | 1.7k | 342.16 |
|
| Netflix (NFLX) | 0.0 | $576k | -13% | 646.00 | 891.32 |
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $575k | -15% | 51k | 11.29 |
|
| Southern Company (SO) | 0.0 | $557k | 6.8k | 82.32 |
|
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $550k | NEW | 18k | 31.49 |
|
| Sun Communities (SUI) | 0.0 | $541k | +28% | 4.4k | 122.97 |
|
| Boeing Company (BA) | 0.0 | $515k | -7% | 2.9k | 177.00 |
|
| Sempra Energy (SRE) | 0.0 | $514k | +6% | 5.9k | 87.72 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $501k | -3% | 1.2k | 410.28 |
|
| Cousins Pptys Com New (CUZ) | 0.0 | $488k | +13% | 16k | 30.64 |
|
| Anthem (ELV) | 0.0 | $485k | +70% | 1.3k | 368.90 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $485k | 3.8k | 126.03 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $469k | +200% | 17k | 27.32 |
|
| Uber Technologies (UBER) | 0.0 | $464k | +3% | 7.7k | 60.32 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $458k | +5% | 27k | 16.95 |
|
| Essex Property Trust (ESS) | 0.0 | $454k | 1.6k | 285.41 |
|
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $450k | 7.0k | 64.05 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $447k | 2.7k | 163.42 |
|
|
| Verizon Communications (VZ) | 0.0 | $445k | -4% | 11k | 39.99 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $441k | 4.0k | 109.20 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $439k | 8.3k | 53.05 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $434k | 3.5k | 125.73 |
|
|
| Philip Morris International (PM) | 0.0 | $431k | 3.6k | 120.36 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $426k | 8.1k | 52.64 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $419k | +300% | 15k | 27.87 |
|
| Intra Cellular Therapies (ITCI) | 0.0 | $418k | 5.0k | 83.52 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $411k | 6.8k | 60.50 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $399k | +3% | 13k | 31.44 |
|
| Wec Energy Group (WEC) | 0.0 | $392k | 4.2k | 94.04 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $391k | -71% | 8.9k | 43.95 |
|
| Cme (CME) | 0.0 | $389k | -84% | 1.7k | 232.24 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $388k | 3.7k | 104.89 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $386k | -2% | 2.9k | 131.06 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $379k | -5% | 23k | 16.27 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $362k | NEW | 4.8k | 75.63 |
|
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $361k | +9% | 29k | 12.64 |
|
| Paypal Holdings (PYPL) | 0.0 | $353k | -20% | 4.1k | 85.35 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $351k | +2% | 13k | 27.38 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $349k | 16k | 21.72 |
|
|
| Stryker Corporation (SYK) | 0.0 | $344k | 956.00 | 360.05 |
|
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 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
- Van Hulzen Asset Management 2021 Q3 filed Nov. 12, 2021
- Van Hulzen Asset Management 2021 Q2 filed Aug. 6, 2021
- Van Hulzen Asset Management 2021 Q1 filed May 12, 2021