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, GOOGL, MSFT, ADM, AVGO, and represent 18.94% of Van Hulzen Asset Management's stock portfolio.
- Added to shares of these 10 stocks: BRK.B (+$11M), SLB (+$9.2M), CB (+$9.0M), CME (+$8.3M), CL (+$6.4M), WM (+$6.1M), IR (+$5.7M), FCX (+$5.3M), ROP, XOM.
- Started 37 new stock positions in CRM, SLB, PNW, AZO, VSGX, IJH, CME, GLW, KGS, KHC.
- Reduced shares in these 10 stocks: AJG (-$15M), ADP (-$14M), BALL (-$7.9M), BAC (-$7.4M), NFLX (-$6.1M), ADM, QCOM, MDLZ, DIS, GLD.
- Sold out of its positions in BX, CORT, FSLR, GS, IWM, KBH, LEN, MDLZ, NSA, GEN. SPDW, VCIT, MDT.
- Van Hulzen Asset Management was a net buyer of stock by $18M.
- Van Hulzen Asset Management has $1.3B in assets under management (AUM), dropping by -1.22%.
- Central Index Key (CIK): 0001600145
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Portfolio Holdings for Van Hulzen Asset Management
Van Hulzen Asset Management holds 361 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.9 | $93M | 366k | 253.79 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $49M | 171k | 287.56 |
|
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| Microsoft Corporation (MSFT) | 3.2 | $43M | +5% | 116k | 370.17 |
|
| Archer Daniels Midland Company (ADM) | 2.9 | $39M | -10% | 529k | 72.69 |
|
| Broadcom (AVGO) | 2.3 | $32M | -4% | 102k | 309.51 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $31M | +54% | 64k | 479.20 |
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| Tesla Motors (TSLA) | 2.3 | $30M | 82k | 371.75 |
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| Johnson & Johnson (JNJ) | 2.2 | $30M | -4% | 124k | 244.44 |
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| International Business Machines (IBM) | 2.1 | $28M | 115k | 242.39 |
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| Exxon Mobil Corporation (XOM) | 2.0 | $28M | +13% | 162k | 169.66 |
|
| McDonald's Corporation (MCD) | 2.0 | $27M | 85k | 310.79 |
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| Cisco Systems (CSCO) | 1.9 | $25M | -2% | 323k | 77.59 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $22M | 33k | 653.21 |
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| Amazon (AMZN) | 1.6 | $22M | +11% | 105k | 208.27 |
|
| Danaher Corporation (DHR) | 1.6 | $22M | 114k | 189.60 |
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| Chubb (CB) | 1.6 | $21M | +76% | 64k | 325.93 |
|
| NVIDIA Corporation (NVDA) | 1.5 | $21M | +2% | 119k | 174.40 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $20M | 103k | 191.81 |
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| Eaton Corp SHS (ETN) | 1.4 | $20M | -3% | 54k | 357.67 |
|
| Pepsi (PEP) | 1.4 | $19M | +2% | 120k | 155.29 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $19M | +11% | 63k | 294.16 |
|
| Meta Platforms Cl A (META) | 1.3 | $18M | +6% | 31k | 572.12 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.3 | $17M | 291k | 58.18 |
|
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| Shell Spon Ads (SHEL) | 1.2 | $16M | -5% | 173k | 93.00 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.2 | $16M | -10% | 181k | 88.16 |
|
| Lam Research Corp Com New (LRCX) | 1.2 | $16M | -3% | 75k | 213.66 |
|
| Coca-Cola Company (KO) | 1.2 | $16M | 208k | 76.05 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.1 | $15M | +4% | 295k | 51.93 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.1 | $15M | 256k | 59.03 |
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| Exelon Corporation (EXC) | 1.0 | $13M | -5% | 271k | 49.02 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $13M | +4% | 20k | 650.33 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.9 | $13M | 90k | 141.42 |
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| Costco Wholesale Corporation (COST) | 0.9 | $13M | -9% | 13k | 996.42 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $13M | 169k | 74.35 |
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| TJX Companies (TJX) | 0.9 | $12M | +5% | 74k | 159.70 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $11M | -5% | 107k | 99.27 |
|
| Johnson Controls Internation SHS (JCI) | 0.8 | $10M | +48% | 78k | 130.95 |
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| Abbvie (ABBV) | 0.7 | $10M | 46k | 217.49 |
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| Illinois Tool Works (ITW) | 0.7 | $9.3M | +7% | 36k | 260.29 |
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| SLB Com Stk (SLB) | 0.7 | $9.2M | NEW | 179k | 51.39 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $9.2M | 99k | 92.74 |
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| Roper Industries (ROP) | 0.7 | $9.2M | +98% | 26k | 353.86 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $9.0M | -19% | 21k | 430.29 |
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| Trane Technologies SHS (TT) | 0.6 | $8.5M | +3% | 20k | 416.74 |
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| Kinder Morgan (KMI) | 0.6 | $8.4M | +6% | 252k | 33.53 |
|
| Cme (CME) | 0.6 | $8.3M | NEW | 28k | 295.35 |
|
| Ball Corporation (BALL) | 0.6 | $7.9M | -50% | 134k | 59.11 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $7.6M | +18% | 80k | 93.93 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.6 | $7.5M | 24k | 318.07 |
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| Waste Management (WM) | 0.5 | $6.9M | +735% | 30k | 229.79 |
|
| Visa Com Cl A (V) | 0.5 | $6.8M | +24% | 22k | 302.24 |
|
| Colgate-Palmolive Company (CL) | 0.5 | $6.7M | +2284% | 79k | 85.23 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.5 | $6.6M | 85k | 78.66 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $6.5M | 9.00 | 718140.00 |
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| Ishares Tr Mbs Etf (MBB) | 0.5 | $6.3M | +6% | 67k | 94.95 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $5.9M | -71% | 27k | 216.58 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $5.8M | 30k | 192.90 |
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| Ingersoll Rand (IR) | 0.4 | $5.7M | NEW | 71k | 80.12 |
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| Freeport Mcmoran CL B (FCX) | 0.4 | $5.7M | +1473% | 97k | 58.78 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $5.6M | +3% | 55k | 100.72 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.4 | $5.3M | -2% | 104k | 50.63 |
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| Chevron Corporation (CVX) | 0.4 | $5.2M | 25k | 206.90 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.4 | $4.9M | +3% | 96k | 50.84 |
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| Northern Trust Corporation (NTRS) | 0.4 | $4.9M | 35k | 139.57 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.4 | $4.9M | 134k | 36.22 |
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| Stryker Corporation (SYK) | 0.4 | $4.8M | -6% | 15k | 328.59 |
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| Qualcomm (QCOM) | 0.4 | $4.7M | -42% | 37k | 128.78 |
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| Arista Networks Com Shs (ANET) | 0.3 | $4.4M | +10% | 36k | 122.78 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $4.3M | -14% | 53k | 82.57 |
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| Honeywell International | 0.3 | $4.3M | 19k | 226.03 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $4.1M | 78k | 52.76 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $4.1M | -3% | 77k | 53.22 |
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| Steel Dynamics (STLD) | 0.3 | $4.1M | +2% | 23k | 180.00 |
|
| Cheniere Energy Com New (LNG) | 0.3 | $3.9M | +7% | 14k | 283.75 |
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| McKesson Corporation (MCK) | 0.3 | $3.8M | 4.4k | 865.31 |
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| General Dynamics Corporation (GD) | 0.3 | $3.8M | -6% | 11k | 343.23 |
|
| Wal-Mart Stores (WMT) | 0.3 | $3.8M | +2% | 31k | 124.28 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.3 | $3.6M | 81k | 44.72 |
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| CSX Corporation (CSX) | 0.3 | $3.6M | -6% | 87k | 41.05 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $3.4M | 18k | 191.92 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $3.1M | +13% | 30k | 103.43 |
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| Ishares Tr Low Carbon Optim (CRBN) | 0.2 | $3.0M | +15% | 14k | 222.80 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $2.9M | -17% | 12k | 243.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.9M | +3% | 5.1k | 577.13 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.8M | +22% | 9.9k | 286.87 |
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| Edwards Lifesciences (EW) | 0.2 | $2.7M | 34k | 80.08 |
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| UnitedHealth (UNH) | 0.2 | $2.7M | +11% | 9.8k | 270.60 |
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| Globus Med Cl A (GMED) | 0.2 | $2.7M | 31k | 86.16 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $2.7M | 24k | 111.37 |
|
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $2.6M | +13% | 45k | 56.68 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.2 | $2.5M | 36k | 70.84 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $2.4M | 9.9k | 239.98 |
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| American Water Works (AWK) | 0.2 | $2.4M | +4% | 17k | 136.09 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.3M | -7% | 11k | 215.07 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.2M | -3% | 15k | 144.44 |
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| Amgen (AMGN) | 0.2 | $2.1M | +35% | 6.0k | 351.87 |
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| Applied Industrial Technologies (AIT) | 0.2 | $2.1M | 7.8k | 265.31 |
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| Intercontinental Exchange (ICE) | 0.2 | $2.0M | 13k | 157.28 |
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| American States Water Company (AWR) | 0.1 | $2.0M | -10% | 27k | 75.62 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $2.0M | +2% | 17k | 118.63 |
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| Viper Energy Cl A (VNOM) | 0.1 | $2.0M | -11% | 42k | 46.99 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.9M | +14% | 2.1k | 919.67 |
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| Home Depot (HD) | 0.1 | $1.9M | -5% | 5.8k | 328.90 |
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| Sterling Construction Company (STRL) | 0.1 | $1.9M | -11% | 4.6k | 407.27 |
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| Abbott Laboratories (ABT) | 0.1 | $1.8M | 18k | 102.67 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.8M | -11% | 26k | 68.14 |
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| Clear Secure Com Cl A (YOU) | 0.1 | $1.8M | -11% | 37k | 48.41 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $1.7M | -16% | 18k | 100.09 |
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| Qualys (QLYS) | 0.1 | $1.7M | -11% | 20k | 87.85 |
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| Cummins (CMI) | 0.1 | $1.7M | 3.2k | 537.94 |
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| Oracle Corporation (ORCL) | 0.1 | $1.7M | 12k | 147.10 |
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| Bwx Technologies (BWXT) | 0.1 | $1.7M | +16% | 8.4k | 204.48 |
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| Vaneck Etf Trust Digi Transfrm (DAPP) | 0.1 | $1.7M | -29% | 114k | 14.92 |
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| Merck & Co (MRK) | 0.1 | $1.7M | +10% | 14k | 120.29 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.7M | -2% | 5.6k | 298.86 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $1.7M | +199% | 6.0k | 275.18 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $1.6M | -4% | 55k | 29.99 |
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| Digi International (DGII) | 0.1 | $1.6M | -13% | 34k | 48.20 |
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| Merit Medical Systems (MMSI) | 0.1 | $1.6M | -10% | 23k | 68.93 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.5M | 27k | 56.31 |
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| Rli (RLI) | 0.1 | $1.5M | -11% | 27k | 57.04 |
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| Hamilton Lane Cl A (HLNE) | 0.1 | $1.5M | -9% | 15k | 99.40 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.5M | +3% | 17k | 89.59 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $1.5M | +2% | 85k | 17.15 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.4M | -2% | 9.3k | 155.11 |
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| Phillips 66 (PSX) | 0.1 | $1.4M | 7.8k | 182.18 |
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| Xylem (XYL) | 0.1 | $1.4M | 12k | 119.50 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $1.4M | 33k | 42.22 |
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| Meta Financial (CASH) | 0.1 | $1.4M | -17% | 16k | 89.23 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.4M | +15% | 6.8k | 203.43 |
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| Bofi Holding (AX) | 0.1 | $1.4M | -19% | 16k | 85.09 |
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| Addus Homecare Corp (ADUS) | 0.1 | $1.4M | -13% | 15k | 93.65 |
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| LeMaitre Vascular (LMAT) | 0.1 | $1.3M | -35% | 12k | 109.17 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.3M | 15k | 86.69 |
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| Acushnet Holdings Corp (GOLF) | 0.1 | $1.3M | -12% | 14k | 93.48 |
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| Netflix (NFLX) | 0.1 | $1.3M | -82% | 13k | 96.15 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | -8% | 2.1k | 604.30 |
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| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $1.2M | -12% | 45k | 27.49 |
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| Csw Industrials (CSW) | 0.1 | $1.2M | -12% | 4.7k | 260.60 |
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| Yum! Brands (YUM) | 0.1 | $1.2M | +4% | 7.8k | 155.48 |
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| Realty Income (O) | 0.1 | $1.2M | +4% | 20k | 61.18 |
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| Boeing Company (BA) | 0.1 | $1.2M | +2% | 6.0k | 199.03 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.2M | -25% | 11k | 108.99 |
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| Stride (LRN) | 0.1 | $1.2M | -6% | 13k | 88.17 |
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| Standex Int'l (SXI) | 0.1 | $1.2M | -14% | 4.5k | 254.89 |
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| Ge Vernova (GEV) | 0.1 | $1.1M | +2% | 1.3k | 872.90 |
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| Inter Parfums (IPAR) | 0.1 | $1.1M | -11% | 13k | 90.84 |
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| Deere & Company (DE) | 0.1 | $1.1M | 2.0k | 563.26 |
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| Gilead Sciences (GILD) | 0.1 | $1.1M | 8.2k | 139.38 |
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| Progress Software Corporation (PRGS) | 0.1 | $1.1M | +25% | 44k | 25.65 |
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| Pfizer (PFE) | 0.1 | $1.1M | +9% | 40k | 28.08 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.1M | 23k | 47.55 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $1.1M | +2% | 21k | 51.23 |
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| Caterpillar (CAT) | 0.1 | $1.1M | -12% | 1.5k | 708.46 |
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| Ishares Tr Esg Advanced Uni (EUSB) | 0.1 | $1.1M | 25k | 43.50 |
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| ConocoPhillips (COP) | 0.1 | $1.1M | +2% | 8.1k | 132.01 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.1M | -3% | 18k | 60.65 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | 3.3k | 320.55 |
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| Lattice Strategies Tr Hartford Us Eqty (ROUS) | 0.1 | $1.1M | +2% | 18k | 59.04 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.0M | +28% | 7.2k | 146.28 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $1.0M | +5% | 10k | 101.79 |
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| Fifth Third Ban (FITB) | 0.1 | $1.0M | 23k | 46.46 |
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| Mueller Industries (MLI) | 0.1 | $1.0M | +21% | 9.4k | 110.80 |
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| Grayscale Ethereum Staking E SHS (ETHE) | 0.1 | $1.0M | -2% | 61k | 17.07 |
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| Federal Signal Corporation (FSS) | 0.1 | $1.0M | -12% | 9.3k | 108.14 |
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| Fidelity Natl Finl Com Shs (FNF) | 0.1 | $1.0M | 22k | 46.38 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $1.0M | +3% | 22k | 45.47 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $997k | -12% | 1.7k | 597.69 |
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| Sempra Energy (SRE) | 0.1 | $991k | 10k | 97.17 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $985k | +81% | 32k | 30.68 |
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| Brady Corp Cl A (BRC) | 0.1 | $961k | -13% | 12k | 81.24 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $953k | 7.6k | 126.28 |
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| Gibraltar Industries (ROCK) | 0.1 | $949k | -10% | 24k | 39.87 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $948k | 7.0k | 135.72 |
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| Cloudflare Cl A Com (NET) | 0.1 | $942k | -5% | 4.6k | 206.34 |
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| Acuity Brands (AYI) | 0.1 | $941k | -12% | 3.4k | 280.22 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $927k | +5% | 2.9k | 320.79 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $912k | +57% | 2.3k | 390.41 |
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| Hawkins (HWKN) | 0.1 | $903k | -12% | 5.9k | 153.59 |
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| Philip Morris International (PM) | 0.1 | $900k | +35% | 5.4k | 165.35 |
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| AmerisourceBergen (COR) | 0.1 | $888k | +33% | 2.8k | 314.14 |
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| SPS Commerce (SPSC) | 0.1 | $884k | -6% | 16k | 55.67 |
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| Badger Meter (BMI) | 0.1 | $872k | +131% | 5.7k | 152.36 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $855k | +105% | 7.6k | 112.27 |
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| PNC Financial Services (PNC) | 0.1 | $821k | -2% | 3.9k | 208.11 |
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| Sun Communities (SUI) | 0.1 | $795k | +8% | 6.3k | 125.96 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $794k | 34k | 23.14 |
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| Prestige Brands Holdings (PBH) | 0.1 | $771k | -13% | 13k | 59.27 |
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| Firstcash Holdings (FCFS) | 0.1 | $769k | NEW | 4.1k | 188.00 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $753k | -4% | 6.7k | 113.11 |
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| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.1 | $742k | 642.00 | 1154.96 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $735k | +78% | 7.6k | 97.13 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $729k | +250% | 1.5k | 499.51 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $707k | 4.8k | 148.10 |
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| Travelers Companies (TRV) | 0.1 | $706k | -15% | 2.4k | 291.71 |
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| Welltower Inc Com reit (WELL) | 0.1 | $705k | 3.6k | 197.72 |
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| Grayscale Ethereum Staking Shs New (ETH) | 0.1 | $697k | +70% | 35k | 19.86 |
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| First Horizon National Corporation (FHN) | 0.1 | $682k | 30k | 22.76 |
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| Palo Alto Networks (PANW) | 0.1 | $681k | +122% | 4.2k | 160.32 |
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| D.R. Horton (DHI) | 0.1 | $680k | +67% | 5.0k | 137.22 |
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| Us Bancorp Com New (USB) | 0.0 | $667k | +2% | 13k | 52.01 |
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| Altria (MO) | 0.0 | $649k | +74% | 9.8k | 65.99 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $640k | +33% | 8.7k | 73.64 |
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| Allstate Corporation (ALL) | 0.0 | $635k | 3.1k | 207.34 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $625k | 11k | 55.20 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $618k | -2% | 15k | 42.56 |
|
| Cheniere Energy Partners Com Unit (CQP) | 0.0 | $617k | -18% | 9.6k | 64.63 |
|
| Analog Devices (ADI) | 0.0 | $615k | -12% | 1.9k | 318.21 |
|
| Prologis (PLD) | 0.0 | $606k | +3% | 4.6k | 132.18 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $604k | +126% | 24k | 25.33 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $592k | +122% | 25k | 23.26 |
|
| Southern Company (SO) | 0.0 | $580k | -9% | 6.0k | 96.52 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $577k | +131% | 26k | 21.89 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $577k | +110% | 24k | 24.24 |
|
| Constellation Energy (CEG) | 0.0 | $572k | +259% | 2.0k | 279.26 |
|
| Ge Aerospace Com New (GE) | 0.0 | $567k | +5% | 2.0k | 283.77 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $552k | 31k | 18.02 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $549k | -7% | 6.0k | 91.63 |
|
| Verizon Communications (VZ) | 0.0 | $549k | -12% | 11k | 50.20 |
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $549k | +8% | 5.7k | 96.79 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $544k | +129% | 1.6k | 337.90 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $532k | -32% | 23k | 22.91 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $521k | 18k | 29.13 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $520k | +32% | 3.5k | 150.82 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $519k | +4% | 11k | 46.07 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.0 | $509k | 11k | 44.85 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $508k | -96% | 2.5k | 203.18 |
|
| TETRA Technologies (TTI) | 0.0 | $508k | 60k | 8.52 |
|
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $498k | +127% | 24k | 20.93 |
|
| Target Corporation (TGT) | 0.0 | $482k | NEW | 4.0k | 121.20 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $481k | -9% | 6.4k | 75.41 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $481k | +6% | 20k | 23.69 |
|
| Nucor Corporation (NUE) | 0.0 | $477k | NEW | 2.8k | 169.10 |
|
| Walt Disney Company (DIS) | 0.0 | $476k | -85% | 4.9k | 96.37 |
|
| Pulte (PHM) | 0.0 | $472k | -43% | 4.0k | 117.61 |
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $469k | -24% | 40k | 11.65 |
|
| Intel Corporation (INTC) | 0.0 | $467k | -3% | 11k | 44.13 |
|
| Extra Space Storage (EXR) | 0.0 | $463k | NEW | 3.5k | 131.13 |
|
| Bank of America Corporation (BAC) | 0.0 | $455k | -94% | 9.3k | 48.75 |
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $452k | NEW | 46k | 9.93 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $440k | -9% | 3.4k | 131.01 |
|
| Moody's Corporation (MCO) | 0.0 | $434k | NEW | 995.00 | 436.25 |
|
| U.S. Lime & Minerals (USLM) | 0.0 | $429k | NEW | 3.3k | 130.61 |
|
| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 0.0 | $426k | -8% | 6.1k | 70.14 |
|
| Quanta Services (PWR) | 0.0 | $424k | NEW | 773.00 | 549.02 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $423k | NEW | 17k | 25.27 |
|
| Healthequity (HQY) | 0.0 | $418k | 5.0k | 83.57 |
|
|
| S&p Global (SPGI) | 0.0 | $411k | NEW | 965.00 | 425.34 |
|
| Kla Corp Com New (KLAC) | 0.0 | $408k | 277.00 | 1473.50 |
|
|
| Intuit (INTU) | 0.0 | $408k | -10% | 942.00 | 432.58 |
|
| Reddit Cl A (RDDT) | 0.0 | $406k | +17% | 3.0k | 134.65 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $401k | -3% | 3.4k | 119.51 |
|
| Nextera Energy (NEE) | 0.0 | $398k | -16% | 4.3k | 92.88 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $394k | -10% | 5.2k | 75.10 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $392k | -20% | 4.3k | 91.77 |
|
| Curtiss-Wright (CW) | 0.0 | $392k | NEW | 575.00 | 681.12 |
|
| Linde SHS (LIN) | 0.0 | $389k | +65% | 785.00 | 495.45 |
|
| Franklin Templeton Etf Tr Income Eqt Focus (INCE) | 0.0 | $388k | -6% | 6.0k | 64.66 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $386k | +4% | 6.9k | 55.52 |
|
| EQT Corporation (EQT) | 0.0 | $386k | NEW | 6.1k | 63.64 |
|
| Essex Property Trust (ESS) | 0.0 | $386k | 1.6k | 241.97 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $385k | +69% | 16k | 24.24 |
|
| U.S. Physical Therapy (USPH) | 0.0 | $381k | NEW | 5.1k | 74.96 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $380k | -8% | 15k | 25.10 |
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.0 | $377k | -3% | 7.4k | 50.71 |
|
| Wells Fargo & Company (WFC) | 0.0 | $375k | +82% | 4.7k | 79.60 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $375k | +5% | 3.4k | 110.39 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $369k | +30% | 9.6k | 38.42 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $366k | -57% | 839.00 | 436.71 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $365k | +10% | 19k | 19.30 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $363k | +15% | 6.4k | 56.79 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $359k | -16% | 12k | 30.32 |
|
| V.F. Corporation (VFC) | 0.0 | $358k | -2% | 21k | 16.99 |
|
| Brinker International (EAT) | 0.0 | $355k | NEW | 2.5k | 142.77 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $354k | +4% | 1.8k | 198.19 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $353k | 7.0k | 50.66 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $351k | -12% | 5.7k | 61.26 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $351k | -4% | 1.3k | 262.00 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $350k | 3.0k | 118.62 |
|
|
| Cousins Pptys Com New (CUZ) | 0.0 | $350k | +50% | 16k | 22.57 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $350k | +6% | 2.8k | 124.29 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $346k | 2.6k | 130.96 |
|
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.0 | $344k | 7.9k | 43.59 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $338k | 4.1k | 82.43 |
|
|
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $338k | 28k | 11.90 |
|
|
| Uber Technologies (UBER) | 0.0 | $335k | -22% | 4.7k | 71.93 |
|
| Hershey Company (HSY) | 0.0 | $326k | -12% | 1.6k | 207.96 |
|
| Morgan Stanley Com New (MS) | 0.0 | $317k | -54% | 1.9k | 164.58 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $313k | 11k | 29.08 |
|
|
| Hinge Health Cl A (HNGE) | 0.0 | $307k | -11% | 8.0k | 38.56 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $303k | -4% | 2.1k | 145.96 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $299k | +5% | 2.2k | 132.90 |
|
| Amcor Com New (AMCR) | 0.0 | $298k | NEW | 7.5k | 39.75 |
|
| Nike CL B (NKE) | 0.0 | $295k | -4% | 5.6k | 52.82 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.0 | $290k | NEW | 11k | 25.85 |
|
| Lowe's Companies (LOW) | 0.0 | $290k | +14% | 1.2k | 236.32 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $288k | 5.1k | 56.86 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $284k | +9% | 28k | 10.18 |
|
| Simply Good Foods (SMPL) | 0.0 | $282k | -15% | 20k | 14.35 |
|
| Strategy Cl A New (MSTR) | 0.0 | $279k | +61% | 2.2k | 124.80 |
|
| Toll Brothers (TOL) | 0.0 | $273k | -75% | 2.0k | 136.47 |
|
| Corning Incorporated (GLW) | 0.0 | $271k | NEW | 2.0k | 135.99 |
|
| Ford Motor Company (F) | 0.0 | $269k | +30% | 23k | 11.54 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $269k | 725.00 | 370.68 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $269k | 5.7k | 47.53 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $264k | +21% | 5.6k | 46.84 |
|
| At&t (T) | 0.0 | $263k | -12% | 9.1k | 28.99 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $262k | NEW | 565.00 | 463.19 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $260k | +9% | 1.7k | 151.41 |
|
| Nutrien (NTR) | 0.0 | $259k | -10% | 3.4k | 75.46 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $259k | 17k | 15.65 |
|
|
| National Fuel Gas (NFG) | 0.0 | $258k | 2.7k | 93.96 |
|
|
| Clean Harbors (CLH) | 0.0 | $257k | 897.00 | 286.73 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $256k | -6% | 2.7k | 96.47 |
|
| Eastman Chemical Company (EMN) | 0.0 | $251k | 3.3k | 76.32 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $249k | NEW | 3.7k | 67.53 |
|
| Spdr Index Shs Fds State Street Spd (CWI) | 0.0 | $248k | +16% | 6.8k | 36.59 |
|
| Spdr Series Trust State Street Spd (SPTL) | 0.0 | $248k | -7% | 9.4k | 26.30 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $248k | -15% | 3.4k | 71.82 |
|
| Applied Materials (AMAT) | 0.0 | $247k | -37% | 722.00 | 341.79 |
|
| Enbridge (ENB) | 0.0 | $245k | 4.5k | 54.14 |
|
|
| Carpenter Technology Corporation (CRS) | 0.0 | $241k | NEW | 612.00 | 394.15 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $240k | NEW | 3.7k | 64.09 |
|
| Citigroup Com New (C) | 0.0 | $235k | 2.1k | 113.41 |
|
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $233k | 14k | 16.99 |
|
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $232k | -5% | 1.9k | 121.19 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $231k | -23% | 543.00 | 426.14 |
|
| salesforce (CRM) | 0.0 | $231k | NEW | 1.2k | 186.63 |
|
| Church & Dwight (CHD) | 0.0 | $230k | -2% | 2.5k | 93.32 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $227k | 4.5k | 50.95 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $227k | 2.6k | 88.70 |
|
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $227k | +6% | 13k | 17.54 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $224k | 1.7k | 132.10 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $224k | -3% | 942.00 | 237.63 |
|
| AFLAC Incorporated (AFL) | 0.0 | $216k | -3% | 2.0k | 109.71 |
|
| 3M Company (MMM) | 0.0 | $216k | +7% | 1.5k | 145.19 |
|
| Calumet (CLMT) | 0.0 | $215k | NEW | 6.0k | 35.90 |
|
| Kraft Heinz (KHC) | 0.0 | $214k | NEW | 9.5k | 22.49 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $213k | 556.00 | 383.11 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $210k | NEW | 2.9k | 71.73 |
|
| AutoZone (AZO) | 0.0 | $209k | NEW | 62.00 | 3377.79 |
|
| EastGroup Properties (EGP) | 0.0 | $207k | NEW | 1.1k | 185.09 |
|
| Enterprise Products Partners (EPD) | 0.0 | $207k | NEW | 5.5k | 37.84 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $206k | NEW | 1.1k | 194.23 |
|
| Kodiak Gas Svcs (KGS) | 0.0 | $204k | NEW | 3.5k | 58.32 |
|
| Lattice Strategies Tr Hartford Mlt Sml (ROSC) | 0.0 | $203k | NEW | 4.2k | 48.30 |
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $202k | NEW | 2.0k | 100.75 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $201k | NEW | 3.1k | 64.35 |
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $186k | +2% | 18k | 10.40 |
|
| Nuveen Build Amer Bd (NBB) | 0.0 | $182k | 12k | 15.66 |
|
|
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.0 | $162k | 12k | 13.96 |
|
|
| Northwest Bancshares (NWBI) | 0.0 | $161k | 13k | 12.69 |
|
|
| Black Stone Minerals Com Unit (BSM) | 0.0 | $151k | 10k | 15.12 |
|
|
| Valley National Ban (VLY) | 0.0 | $151k | 12k | 12.28 |
|
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $146k | 29k | 5.10 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $124k | 14k | 8.66 |
|
|
| Xeris Pharmaceuticals (XERS) | 0.0 | $112k | -4% | 19k | 5.80 |
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $107k | 10k | 10.38 |
|
|
| Complete Solaria (SPWR) | 0.0 | $41k | -20% | 32k | 1.27 |
|
| Chegg (CHGG) | 0.0 | $30k | 41k | 0.74 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $3.1k | NEW | 5.00 | 616.80 |
|
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 2026 Q1 filed May 14, 2026
- Van Hulzen Asset Management 2025 Q4 filed Feb. 6, 2026
- 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