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, JNJ, ABBV, VZ, and represent 18.19% of Van Hulzen Asset Management's stock portfolio.
- Added to shares of these 10 stocks: JNJ (+$22M), QCOM (+$17M), IBM (+$17M), MCD (+$15M), ETN (+$12M), TGT (+$11M), CMCSA (+$10M), USB (+$8.7M), WBA (+$8.4M), XOM (+$7.8M).
- Started 25 new stock positions in EEMV, SCHF, VTEB, SP, VEA, FTRI, PRU, MUB, VWO, HPQ.
- Reduced shares in these 10 stocks: VRTX (-$20M), ICE (-$16M), , MO (-$13M), DE (-$10M), DRI (-$9.9M), BBY (-$7.8M), EBAY (-$6.9M), ORCL (-$6.0M), AGG (-$5.9M).
- Sold out of its positions in BGS, BCSF, BBY, NET, COIN, DHI, DE, EBAY, FVD, DBC.
- Van Hulzen Asset Management was a net buyer of stock by $35M.
- Van Hulzen Asset Management has $837M in assets under management (AUM), dropping by -11.27%.
- Central Index Key (CIK): 0001600145
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Portfolio Holdings for Van Hulzen Asset Management
Van Hulzen Asset Management holds 295 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 5.2 | $44M | 320k | 136.72 | ||
Microsoft Corporation (MSFT) | 3.5 | $30M | +11% | 115k | 256.83 | |
Johnson & Johnson (JNJ) | 3.2 | $27M | +443% | 153k | 177.51 | |
Abbvie (ABBV) | 3.2 | $27M | -6% | 176k | 153.16 | |
Verizon Communications (VZ) | 3.0 | $25M | +8% | 492k | 50.75 | |
Ishares Tr Core Us Aggbd Et (AGG) | 2.7 | $23M | -20% | 225k | 101.68 | |
Qualcomm (QCOM) | 2.7 | $23M | +312% | 177k | 127.74 | |
Kimberly-Clark Corporation (KMB) | 2.1 | $18M | +3% | 130k | 135.15 | |
Cisco Systems (CSCO) | 2.1 | $18M | +10% | 412k | 42.64 | |
International Business Machines (IBM) | 2.0 | $17M | +4968% | 120k | 141.19 | |
Tesla Motors (TSLA) | 2.0 | $17M | 25k | 673.42 | ||
Merck & Co (MRK) | 1.9 | $16M | +9% | 176k | 91.17 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 1.8 | $16M | 184k | 83.90 | ||
Dominion Resources (D) | 1.8 | $15M | +19% | 188k | 79.81 | |
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McDonald's Corporation (MCD) | 1.8 | $15M | +4252% | 60k | 246.87 | |
3M Company (MMM) | 1.7 | $14M | +7% | 110k | 129.41 | |
Comcast Corp Cl A (CMCSA) | 1.5 | $13M | +410% | 325k | 39.24 | |
Eaton Corp SHS (ETN) | 1.4 | $12M | +4173% | 96k | 125.99 | |
Target Corporation (TGT) | 1.3 | $11M | +1622% | 55k | 203.36 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.3 | $11M | -12% | 99k | 110.03 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $10M | +9% | 93k | 111.73 | |
Wal-Mart Stores (WMT) | 1.2 | $9.9M | -3% | 82k | 121.58 | |
Ishares Tr Tips Bd Etf (TIP) | 1.2 | $9.6M | +24% | 85k | 113.91 | |
Meta Platforms Cl A (META) | 1.1 | $9.6M | +3% | 60k | 161.24 | |
Exxon Mobil Corporation (XOM) | 1.1 | $9.6M | +434% | 112k | 85.64 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $9.5M | -15% | 25k | 379.13 | |
Kinder Morgan (KMI) | 1.1 | $9.5M | +21% | 567k | 16.76 | |
Ishares Tr Eafe Value Etf (EFV) | 1.1 | $9.1M | 209k | 43.40 | ||
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $8.8M | -19% | 4.0k | 2179.28 | |
Us Bancorp Del Com New (USB) | 1.0 | $8.7M | NEW | 190k | 46.02 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.0 | $8.5M | -14% | 169k | 50.55 | |
Walgreen Boots Alliance (WBA) | 1.0 | $8.4M | NEW | 222k | 37.90 | |
Broadcom (AVGO) | 0.9 | $7.5M | +405% | 16k | 485.81 | |
Philip Morris International (PM) | 0.9 | $7.4M | NEW | 75k | 98.74 | |
Dow (DOW) | 0.9 | $7.3M | +5% | 141k | 51.61 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.9 | $7.3M | -3% | 143k | 51.06 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $7.1M | +27% | 26k | 273.01 | |
Emerson Electric (EMR) | 0.8 | $6.9M | NEW | 87k | 79.54 | |
Oracle Corporation (ORCL) | 0.8 | $6.8M | -46% | 98k | 69.87 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $6.8M | +16% | 97k | 70.21 | |
Ishares Tr Msci Usa Value (VLUE) | 0.8 | $6.7M | -27% | 74k | 90.52 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.8 | $6.6M | +2% | 48k | 136.36 | |
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.8 | $6.6M | +51% | 134k | 49.26 | |
Medical Properties Trust (MPW) | 0.7 | $5.7M | +646% | 373k | 15.27 | |
Spdr Gold Tr Gold Shs (GLD) | 0.7 | $5.6M | -19% | 33k | 168.45 | |
Costco Wholesale Corporation (COST) | 0.7 | $5.5M | 12k | 479.25 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $5.3M | 14k | 377.29 | ||
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.6 | $5.2M | +391% | 43k | 120.16 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $4.8M | -25% | 202k | 23.90 | |
Regions Financial Corporation (RF) | 0.6 | $4.7M | NEW | 252k | 18.75 | |
Clorox Company (CLX) | 0.5 | $4.6M | +6% | 32k | 140.97 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $4.5M | -28% | 40k | 112.60 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $4.5M | 56k | 80.48 | ||
Adobe Systems Incorporated (ADBE) | 0.5 | $4.2M | 11k | 366.04 | ||
Novo-nordisk A S Adr (NVO) | 0.5 | $4.1M | 37k | 111.42 | ||
Ishares Tr Core High Dv Etf (HDV) | 0.5 | $4.0M | +351% | 40k | 100.42 | |
Ishares Gold Tr Ishares New (IAU) | 0.5 | $4.0M | +7% | 116k | 34.31 | |
Amazon (AMZN) | 0.5 | $4.0M | +832% | 37k | 106.22 | |
Ishares Tr Msci Usa Sze Ft (SIZE) | 0.5 | $3.9M | 35k | 110.03 | ||
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.7M | 9.00 | 409000.00 | ||
Chubb (CB) | 0.4 | $3.6M | +1526% | 19k | 196.60 | |
Southern Company (SO) | 0.4 | $3.6M | +783% | 51k | 71.32 | |
Chevron Corporation (CVX) | 0.4 | $3.5M | +2% | 24k | 144.76 | |
Edwards Lifesciences (EW) | 0.4 | $3.5M | 37k | 95.08 | ||
Ishares Msci Emerg Mrkt (EEMV) | 0.4 | $3.4M | NEW | 62k | 55.43 | |
NVIDIA Corporation (NVDA) | 0.4 | $3.1M | +2% | 20k | 151.60 | |
Home Depot (HD) | 0.4 | $3.0M | -62% | 11k | 274.30 | |
Deckers Outdoor Corporation (DECK) | 0.3 | $2.9M | 11k | 255.35 | ||
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.3 | $2.8M | -61% | 67k | 40.94 | |
CSX Corporation (CSX) | 0.3 | $2.7M | 93k | 29.06 | ||
General Dynamics Corporation (GD) | 0.3 | $2.6M | 12k | 221.25 | ||
Steel Dynamics (STLD) | 0.3 | $2.6M | -5% | 39k | 66.16 | |
Danaher Corporation (DHR) | 0.3 | $2.6M | +5% | 10k | 253.53 | |
Lam Research Corporation (LRCX) | 0.3 | $2.5M | 5.8k | 426.18 | ||
Ishares Esg Awr Msci Em (ESGE) | 0.3 | $2.5M | -50% | 76k | 32.32 | |
Amgen (AMGN) | 0.3 | $2.5M | 10k | 243.28 | ||
Raytheon Technologies Corp (RTX) | 0.3 | $2.4M | 25k | 96.10 | ||
Coca-Cola Company (KO) | 0.3 | $2.4M | +82% | 38k | 62.91 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $2.3M | NEW | 26k | 89.02 | |
Texas Instruments Incorporated (TXN) | 0.3 | $2.3M | -64% | 15k | 153.64 | |
Constellation Brands Cl A (STZ) | 0.3 | $2.1M | -3% | 9.1k | 233.07 | |
Procter & Gamble Company (PG) | 0.3 | $2.1M | 15k | 143.80 | ||
Paypal Holdings (PYPL) | 0.2 | $2.1M | -7% | 30k | 69.84 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.1M | +5% | 14k | 143.48 | |
General Electric Com New (GE) | 0.2 | $2.0M | -73% | 32k | 63.66 | |
UnitedHealth (UNH) | 0.2 | $2.0M | -2% | 3.9k | 513.81 | |
Darden Restaurants (DRI) | 0.2 | $2.0M | -83% | 18k | 113.13 | |
Northern Trust Corporation (NTRS) | 0.2 | $1.8M | 18k | 96.45 | ||
Prudential Financial (PRU) | 0.2 | $1.7M | NEW | 18k | 95.67 | |
Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.2 | $1.7M | 38k | 44.00 | ||
Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.6M | -92% | 5.7k | 281.75 | |
American Water Works (AWK) | 0.2 | $1.5M | -4% | 10k | 148.81 | |
Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.2 | $1.5M | -3% | 1.3k | 1215.53 | |
Bank of America Corporation (BAC) | 0.2 | $1.5M | -77% | 49k | 31.12 | |
Netflix (NFLX) | 0.2 | $1.5M | -57% | 8.7k | 174.88 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.5M | -26% | 18k | 82.78 | |
Roper Industries (ROP) | 0.2 | $1.5M | -2% | 3.7k | 394.54 | |
Waste Connections (WCN) | 0.2 | $1.4M | 12k | 123.92 | ||
Altria (MO) | 0.2 | $1.4M | -90% | 34k | 41.76 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $1.4M | -24% | 12k | 114.90 | |
Intercontinental Exchange (ICE) | 0.2 | $1.4M | -91% | 15k | 94.03 | |
Ingersoll Rand (IR) | 0.2 | $1.4M | -3% | 33k | 42.07 | |
salesforce (CRM) | 0.2 | $1.4M | -63% | 8.2k | 165.08 | |
American States Water Company (AWR) | 0.2 | $1.3M | 16k | 81.51 | ||
Intel Corporation (INTC) | 0.2 | $1.3M | -2% | 35k | 37.41 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | -52% | 4.1k | 315.56 | |
Pfizer (PFE) | 0.2 | $1.3M | +2% | 24k | 52.45 | |
Hp (HPQ) | 0.1 | $1.2M | NEW | 37k | 32.79 | |
Visa Com Cl A (V) | 0.1 | $1.2M | -73% | 6.1k | 196.90 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $1.1M | +4% | 89k | 12.33 | |
Illumina (ILMN) | 0.1 | $1.1M | -6% | 5.7k | 184.41 | |
Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $1.0M | +223% | 15k | 69.34 | |
Five Below (FIVE) | 0.1 | $963k | +56% | 8.5k | 113.48 | |
Wec Energy Group (WEC) | 0.1 | $960k | 9.5k | 100.69 | ||
Walt Disney Company (DIS) | 0.1 | $924k | 9.8k | 94.37 | ||
Xylem (XYL) | 0.1 | $923k | 12k | 78.22 | ||
Sprott Physical Gold & Silve Tr Unit (CEF) | 0.1 | $919k | -2% | 55k | 16.81 | |
Pepsi (PEP) | 0.1 | $884k | +3% | 5.3k | 166.57 | |
Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $884k | -6% | 5.7k | 155.99 | |
Nextera Energy Partners Com Unit Part In (NEP) | 0.1 | $882k | +2% | 12k | 74.18 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $871k | +60% | 3.1k | 280.33 | |
Etsy (ETSY) | 0.1 | $866k | +86% | 12k | 73.24 | |
Docusign (DOCU) | 0.1 | $853k | -4% | 15k | 57.36 | |
Yum! Brands (YUM) | 0.1 | $851k | 7.5k | 113.47 | ||
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $843k | +4% | 17k | 50.08 | |
Carrier Global Corporation (CARR) | 0.1 | $831k | 23k | 35.67 | ||
Lumentum Hldgs (LITE) | 0.1 | $824k | -3% | 10k | 79.41 | |
Otis Worldwide Corp (OTIS) | 0.1 | $823k | 12k | 70.64 | ||
Waste Management (WM) | 0.1 | $802k | 5.2k | 152.94 | ||
CVS Caremark Corporation (CVS) | 0.1 | $790k | 8.5k | 92.60 | ||
Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $789k | +80% | 28k | 28.69 | |
Chegg (CHGG) | 0.1 | $789k | 42k | 18.79 | ||
Cheniere Energy Partners Com Unit (CQP) | 0.1 | $773k | 17k | 44.89 | ||
Pacira Pharmaceuticals (PCRX) | 0.1 | $748k | 13k | 58.31 | ||
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $745k | +50% | 20k | 38.21 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $735k | NEW | 6.9k | 106.35 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $718k | +157% | 8.4k | 85.33 | |
Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $705k | 5.2k | 136.73 | ||
Advanced Micro Devices (AMD) | 0.1 | $690k | +2% | 9.0k | 76.51 | |
Ishares Silver Tr Ishares (SLV) | 0.1 | $687k | -15% | 37k | 18.64 | |
4068594 Enphase Energy (ENPH) | 0.1 | $677k | -47% | 3.5k | 195.16 | |
Addus Homecare Corp (ADUS) | 0.1 | $675k | -4% | 8.1k | 83.28 | |
Marten Transport (MRTN) | 0.1 | $672k | 40k | 16.82 | ||
Realty Income (O) | 0.1 | $663k | 9.7k | 68.27 | ||
Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $660k | +170% | 15k | 43.65 | |
Innovative Industria A (IIPR) | 0.1 | $649k | 5.9k | 109.87 | ||
ConocoPhillips (COP) | 0.1 | $637k | 7.1k | 89.77 | ||
Csw Industrials (CSWI) | 0.1 | $637k | -3% | 6.2k | 102.96 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $618k | -76% | 6.7k | 92.39 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $617k | 15k | 41.68 | ||
Biontech Se Sponsored Ads (BNTX) | 0.1 | $597k | NEW | 4.0k | 149.21 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $594k | +18% | 5.8k | 101.69 | |
Firstcash Holdings (FCFS) | 0.1 | $593k | +142% | 8.5k | 69.49 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $579k | 1.7k | 347.12 | ||
Bristol Myers Squibb (BMY) | 0.1 | $558k | 7.2k | 77.01 | ||
Boeing Company (BA) | 0.1 | $551k | 4.0k | 136.79 | ||
Phillips 66 (PSX) | 0.1 | $551k | 6.7k | 82.06 | ||
Intuit (INTU) | 0.1 | $545k | 1.4k | 385.70 | ||
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 0.1 | $543k | NEW | 13k | 40.82 | |
American Electric Power Company (AEP) | 0.1 | $542k | +30% | 5.7k | 95.91 | |
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $540k | +5% | 247.00 | 2186.23 | |
Upstart Hldgs (UPST) | 0.1 | $530k | +163% | 17k | 31.63 | |
Lockheed Martin Corporation (LMT) | 0.1 | $530k | -12% | 1.2k | 430.19 | |
Texas Roadhouse (TXRH) | 0.1 | $517k | +2% | 7.1k | 73.23 | |
LeMaitre Vascular (LMAT) | 0.1 | $508k | +2% | 11k | 45.56 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $496k | +15% | 15k | 32.91 | |
PNC Financial Services (PNC) | 0.1 | $494k | +8% | 3.1k | 157.93 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $490k | 8.1k | 60.40 | ||
First Horizon National Corporation (FHN) | 0.1 | $479k | 22k | 21.87 | ||
Qualys (QLYS) | 0.1 | $476k | -45% | 3.8k | 126.03 | |
Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $475k | +4% | 18k | 27.17 | |
Thermo Fisher Scientific (TMO) | 0.1 | $470k | 865.00 | 543.35 | ||
Dollar General (DG) | 0.1 | $458k | -5% | 1.9k | 245.58 | |
Vanguard World Fds Utilities Etf (VPU) | 0.1 | $456k | -2% | 3.0k | 152.46 | |
Gilead Sciences (GILD) | 0.1 | $454k | +12% | 7.3k | 61.85 | |
Goldman Sachs (GS) | 0.1 | $451k | +33% | 1.5k | 296.91 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $450k | +15% | 5.4k | 83.75 | |
Ford Motor Company (F) | 0.1 | $447k | +7% | 40k | 11.13 | |
Starbucks Corporation (SBUX) | 0.1 | $444k | -83% | 5.8k | 76.34 | |
Newmont Mining Corporation (NEM) | 0.1 | $442k | 7.4k | 59.62 | ||
Cummins (CMI) | 0.1 | $432k | +11% | 2.2k | 193.46 | |
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 0.1 | $419k | -40% | 15k | 27.93 | |
Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $418k | +8% | 4.4k | 94.55 | |
Essex Property Trust (ESS) | 0.0 | $416k | 1.6k | 261.64 | ||
Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $416k | +44% | 25k | 16.51 | |
Northwest Bancshares (NWBI) | 0.0 | $408k | -3% | 32k | 12.79 | |
Itt (ITT) | 0.0 | $397k | 5.9k | 67.29 | ||
Digital Realty Trust (DLR) | 0.0 | $391k | -4% | 3.0k | 129.86 | |
Mercury Computer Systems (MRCY) | 0.0 | $388k | +2% | 6.0k | 64.38 | |
Fifth Third Ban (FITB) | 0.0 | $383k | 11k | 33.60 | ||
Franco-Nevada Corporation (FNV) | 0.0 | $381k | 2.9k | 131.61 | ||
Progress Software Corporation (PRGS) | 0.0 | $380k | 8.4k | 45.33 | ||
Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $375k | -19% | 25k | 15.04 | |
Abbott Laboratories (ABT) | 0.0 | $374k | -4% | 3.4k | 108.56 | |
SYSCO Corporation (SYY) | 0.0 | $372k | +22% | 4.4k | 84.60 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $366k | +5% | 30k | 12.04 | |
Intra Cellular Therapies (ITCI) | 0.0 | $365k | -3% | 6.4k | 57.03 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $360k | -3% | 3.1k | 117.57 | |
Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $359k | 12k | 29.90 | ||
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $358k | 2.4k | 148.12 | ||
National Beverage (FIZZ) | 0.0 | $353k | 7.2k | 48.91 | ||
Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $352k | 27k | 12.89 | ||
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $352k | +10% | 11k | 33.04 | |
Umpqua Holdings Corporation (UMPQ) | 0.0 | $344k | NEW | 21k | 16.75 | |
NCR Corporation (NCR) | 0.0 | $344k | NEW | 11k | 31.13 | |
Sp Plus (SP) | 0.0 | $342k | NEW | 11k | 30.69 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $341k | -4% | 1.8k | 188.61 | |
Azek Cl A (AZEK) | 0.0 | $341k | +4% | 20k | 16.75 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $339k | NEW | 3.7k | 91.62 | |
At&t (T) | 0.0 | $336k | -33% | 16k | 20.98 | |
Ishares U S Etf Tr Blackrock Short (MEAR) | 0.0 | $332k | -14% | 6.7k | 49.79 | |
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $319k | 14k | 23.18 | ||
Union Pacific Corporation (UNP) | 0.0 | $314k | 1.5k | 213.46 | ||
Bofi Holding (AX) | 0.0 | $313k | -35% | 8.7k | 35.89 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $310k | -4% | 7.7k | 40.13 | |
Korn Ferry Com New (KFY) | 0.0 | $308k | 5.3k | 57.99 | ||
Franklin Electric (FELE) | 0.0 | $306k | +2% | 4.2k | 73.17 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $299k | +9% | 3.3k | 91.13 | |
Brp Group Com Cl A (BRP) | 0.0 | $297k | NEW | 12k | 24.13 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $297k | -6% | 4.0k | 75.15 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $296k | -35% | 7.6k | 38.94 | |
PPL Corporation (PPL) | 0.0 | $291k | +11% | 11k | 27.10 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $290k | 3.6k | 79.91 | ||
Pdc Energy (PDCE) | 0.0 | $290k | NEW | 4.7k | 61.70 | |
Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $289k | -3% | 8.3k | 34.81 | |
Pan American Silver Corp Can (PAAS) | 0.0 | $282k | -5% | 14k | 19.64 | |
Healthcare Tr Amer Cl A New (HTA) | 0.0 | $282k | -6% | 10k | 27.88 | |
Nuveen Build Amer Bd (NBB) | 0.0 | $279k | +3% | 16k | 17.82 | |
American Axle & Manufact. Holdings (AXL) | 0.0 | $278k | +11% | 37k | 7.53 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $277k | 4.4k | 62.81 | ||
Sprott Physical Silver Tr Tr Unit (PSLV) | 0.0 | $270k | 39k | 6.91 | ||
Crocs (CROX) | 0.0 | $269k | NEW | 5.5k | 48.67 | |
Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $266k | 5.2k | 51.01 | ||
Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $264k | +9% | 5.5k | 47.95 | |
Helen Of Troy (HELE) | 0.0 | $263k | +2% | 1.6k | 162.55 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $263k | NEW | 5.3k | 49.91 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $261k | NEW | 8.3k | 31.39 | |
Colgate-Palmolive Company (CL) | 0.0 | $260k | 3.2k | 80.25 | ||
Agnico (AEM) | 0.0 | $258k | -51% | 5.6k | 45.82 | |
Wheaton Precious Metals Corp (WPM) | 0.0 | $257k | 7.1k | 36.02 | ||
AmerisourceBergen (ABC) | 0.0 | $256k | 1.8k | 141.36 | ||
Welltower Inc Com reit (WELL) | 0.0 | $255k | 3.1k | 82.26 | ||
Honeywell International (HON) | 0.0 | $255k | -2% | 1.5k | 173.94 | |
Allstate Corporation (ALL) | 0.0 | $254k | +18% | 2.0k | 126.56 | |
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $253k | +14% | 5.2k | 48.94 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $250k | +26% | 1.5k | 169.26 | |
Airbnb Com Cl A (ABNB) | 0.0 | $250k | +7% | 2.8k | 88.94 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $250k | -2% | 2.2k | 113.79 | |
Wp Carey (WPC) | 0.0 | $249k | +9% | 3.0k | 82.89 | |
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $243k | 7.7k | 31.54 | ||
American Elec Pwr Unit 08/15/2025 (AEPPZ) | 0.0 | $243k | +4% | 4.5k | 54.18 | |
Pentair SHS (PNR) | 0.0 | $241k | +6% | 5.3k | 45.70 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $241k | 3.4k | 71.62 | ||
Block Cl A (SQ) | 0.0 | $240k | +22% | 3.9k | 61.38 | |
Diageo Spon Adr New (DEO) | 0.0 | $239k | 1.4k | 174.07 | ||
Focus Finl Partners Com Cl A (FOCS) | 0.0 | $235k | +2% | 6.9k | 34.01 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $235k | 1.8k | 131.73 | ||
The Trade Desk Com Cl A (TTD) | 0.0 | $228k | 5.5k | 41.83 | ||
Royal Gold (RGLD) | 0.0 | $226k | 2.1k | 106.60 | ||
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $226k | NEW | 5.4k | 41.74 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $224k | 9.3k | 24.08 | ||
Origin Materials (ORGN) | 0.0 | $224k | +36% | 44k | 5.12 | |
Doubleline Opportunistic Cr (DBL) | 0.0 | $223k | -11% | 14k | 15.59 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $222k | 3.8k | 58.05 | ||
Activision Blizzard (ATVI) | 0.0 | $215k | 2.8k | 77.90 | ||
Fs Kkr Capital Corp (FSK) | 0.0 | $212k | -5% | 11k | 19.46 | |
Dutch Bros Cl A (BROS) | 0.0 | $212k | +81% | 6.7k | 31.64 | |
Gibraltar Industries (ROCK) | 0.0 | $212k | +12% | 5.5k | 38.74 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $210k | NEW | 1.6k | 134.36 | |
Church & Dwight (CHD) | 0.0 | $210k | 2.3k | 92.51 | ||
Nuveen Real (JRI) | 0.0 | $207k | 16k | 13.04 | ||
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $204k | -18% | 2.5k | 80.70 | |
Caterpillar (CAT) | 0.0 | $203k | 1.1k | 178.54 | ||
Figs Cl A (FIGS) | 0.0 | $203k | +26% | 22k | 9.10 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $202k | 1.7k | 118.75 | ||
Smith & Wesson Brands (SWBI) | 0.0 | $202k | +26% | 15k | 13.11 | |
Hain Celestial (HAIN) | 0.0 | $201k | +27% | 8.5k | 23.78 | |
Tilray Brands Com Cl 2 (TLRY) | 0.0 | $187k | +23% | 60k | 3.12 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $171k | 17k | 9.99 | ||
Nuveen Mun High Income Opp F (NMZ) | 0.0 | $170k | NEW | 15k | 11.69 | |
Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $166k | 12k | 14.19 | ||
MGIC Investment (MTG) | 0.0 | $147k | -52% | 12k | 12.56 | |
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) | 0.0 | $134k | NEW | 10k | 13.26 | |
Metalla Rty & Streaming Com New (MTA) | 0.0 | $124k | 26k | 4.83 | ||
Valley National Ban (VLY) | 0.0 | $123k | 12k | 10.42 | ||
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $112k | 15k | 7.70 | ||
Pimco Income Strategy Fund (PFL) | 0.0 | $108k | +9% | 12k | 9.00 | |
Alamos Gold Com Cl A (AGI) | 0.0 | $107k | 15k | 7.04 | ||
New Found Gold Corp (NFGC) | 0.0 | $99k | +7% | 22k | 4.50 | |
Nextdoor Holdings Com Cl A (KIND) | 0.0 | $82k | -50% | 25k | 3.31 | |
Sandstorm Gold Com New (SAND) | 0.0 | $73k | 12k | 5.93 | ||
B2gold Corp (BTG) | 0.0 | $54k | 16k | 3.42 | ||
E M X Royalty Corpor small blend (EMX) | 0.0 | $43k | 24k | 1.83 | ||
Fortuna Silver Mines (FSM) | 0.0 | $32k | 11k | 2.85 | ||
Goldmining (GLDG) | 0.0 | $18k | 19k | 0.95 |
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 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
- Van Hulzen Asset Management 2020 Q4 filed Feb. 16, 2021
- Van Hulzen Asset Management 2020 Q3 filed Nov. 3, 2020
- Van Hulzen Asset Management 2020 Q2 filed Aug. 11, 2020
- Van Hulzen Asset Management 2020 Q1 filed May 14, 2020
- Van Hulzen Asset Management 2019 Q4 filed Feb. 12, 2020
- Van Hulzen Asset Management 2019 Q3 filed Oct. 30, 2019
- Van Hulzen Asset Management 2019 Q2 filed Aug. 8, 2019
- Van Hulzen Asset Management 2019 Q1 filed May 1, 2019
- Van Hulzen Asset Management 2018 Q4 filed Feb. 12, 2019
- Van Hulzen Asset Management 2018 Q3 filed Nov. 14, 2018