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, MCD, CMCSA, and represent 20.83% of Van Hulzen Asset Management's stock portfolio.
  • Added to shares of these 10 stocks: ADP (+$17M), GOOGL (+$16M), FTNT (+$13M), AAPL (+$12M), BBY (+$12M), COST (+$11M), AVGO (+$11M), DHR (+$11M), CMCSA (+$9.8M), V (+$9.7M).
  • Started 41 new stock positions in GIS, ADP, LNG, GOLD, DGII, TJX, HCSG, FANG, VRSK, STZ.
  • Reduced shares in these 10 stocks: ANET (-$33M), TMUS (-$21M), MMM (-$15M), AMAT (-$15M), AMGN (-$11M), ORCL (-$11M), IBM (-$9.1M), BDX (-$7.1M), KO (-$7.0M), TXN (-$6.9M).
  • Sold out of its positions in A, AEM, AGI, BDX, BTG, COLB, CBSH, DRI, DEO, DG.
  • Van Hulzen Asset Management was a net buyer of stock by $31M.
  • Van Hulzen Asset Management has $1.2B in assets under management (AUM), dropping by 10.22%.
  • Central Index Key (CIK): 0001600145

Tip: Access up to 7 years of quarterly data

Positions held by Van Hulzen Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Van Hulzen Asset Management

Van Hulzen Asset Management holds 301 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.4 $99M +13% 509k 193.97
 View chart
Microsoft Corporation (MSFT) 4.3 $51M 149k 340.54
 View chart
Alphabet Cap Stk Cl A (GOOGL) 2.9 $34M +93% 282k 119.71
 View chart
McDonald's Corporation (MCD) 2.6 $31M -5% 103k 298.41
 View chart
Comcast Corp Cl A (CMCSA) 2.6 $30M +48% 724k 41.55
 View chart
Hershey Company (HSY) 2.5 $29M +7% 117k 249.70
 View chart
Cisco Systems (CSCO) 2.4 $28M 536k 51.74
 View chart
Johnson & Johnson (JNJ) 2.4 $28M +2% 167k 165.52
 View chart
Abbvie (ABBV) 2.3 $27M 201k 134.72
 View chart
Arthur J. Gallagher & Co. (AJG) 2.3 $27M +14% 121k 219.57
 View chart
Fortinet (FTNT) 1.9 $23M +127% 301k 75.59
 View chart
Merck & Co (MRK) 1.9 $22M +8% 194k 115.38
 View chart
Eaton Corp SHS (ETN) 1.7 $20M -16% 102k 201.10
 View chart
Tesla Motors (TSLA) 1.6 $19M -10% 73k 261.77
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $18M 135k 134.87
 View chart
Exelon Corporation (EXC) 1.5 $18M 437k 40.74
 View chart
International Business Machines (IBM) 1.5 $18M -33% 133k 133.81
 View chart
Exxon Mobil Corporation (XOM) 1.5 $18M 165k 107.25
 View chart
Costco Wholesale Corporation (COST) 1.5 $17M +191% 32k 538.37
 View chart
Coca-Cola Company (KO) 1.4 $17M -29% 279k 60.22
 View chart
Automatic Data Processing (ADP) 1.4 $17M NEW 76k 219.79
 View chart
Broadcom (AVGO) 1.4 $16M +256% 18k 867.41
 View chart
Visa Com Cl A (V) 1.3 $16M +167% 65k 237.48
 View chart
Danaher Corporation (DHR) 1.3 $16M +223% 64k 240.03
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 1.3 $15M 157k 97.46
 View chart
Waste Management (WM) 1.3 $15M +104% 89k 173.43
 View chart
Ishares Tr Core S&p500 Etf (IVV) 1.3 $15M 34k 445.72
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $13M 29k 443.27
 View chart
Kinder Morgan (KMI) 1.1 $13M -23% 730k 17.22
 View chart
Pioneer Natural Resources (PXD) 1.1 $13M +29% 61k 207.18
 View chart
Shell Spon Ads (SHEL) 1.1 $12M 206k 60.38
 View chart
Mondelez Intl Cl A (MDLZ) 1.1 $12M +23% 169k 72.94
 View chart
Best Buy (BBY) 1.0 $12M NEW 141k 81.95
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $11M 115k 97.95
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $11M +3% 133k 81.08
 View chart
Roper Industries (ROP) 0.9 $11M +471% 22k 480.81
 View chart
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $11M 111k 95.41
 View chart
Progressive Corporation (PGR) 0.9 $11M +5% 80k 132.37
 View chart
Meta Platforms Cl A (META) 0.9 $10M -2% 36k 286.97
 View chart
AmerisourceBergen (ABC) 0.8 $9.8M +110% 51k 192.43
 View chart
Ishares Gold Tr Ishares New (IAU) 0.8 $9.8M 270k 36.39
 View chart
Lockheed Martin Corporation (LMT) 0.8 $9.1M +117% 20k 460.40
 View chart
Deere & Company (DE) 0.8 $8.8M +2386% 22k 405.19
 View chart
Lowe's Companies (LOW) 0.7 $8.3M NEW 37k 225.68
 View chart
Qualcomm (QCOM) 0.7 $8.2M +4% 69k 119.04
 View chart
Adobe Systems Incorporated (ADBE) 0.6 $7.4M -6% 15k 489.00
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $7.2M 98k 74.33
 View chart
Anthem (ELV) 0.6 $6.6M +5% 15k 444.29
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.6 $6.5M +12% 36k 178.28
 View chart
Oracle Corporation (ORCL) 0.5 $6.4M -62% 54k 119.09
 View chart
Arista Networks (ANET) 0.5 $6.1M -84% 17k 349.55
 View chart
Novo-nordisk A S Adr (NVO) 0.5 $5.9M 36k 161.84
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.5 $5.5M 175k 31.63
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.5 $5.4M 110k 48.94
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $5.3M -49% 15k 340.98
 View chart
JPMorgan Chase & Co. (JPM) 0.4 $5.1M -27% 35k 145.44
 View chart
Barrick Gold Corp (GOLD) 0.4 $5.0M NEW 296k 16.93
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $4.7M 9.00 517777.78
 View chart
Deckers Outdoor Corporation (DECK) 0.4 $4.7M 8.8k 527.68
 View chart
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $4.4M -2% 87k 50.57
 View chart
Amazon (AMZN) 0.4 $4.4M +5% 34k 130.36
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $4.2M -2% 29k 144.26
 View chart
Chevron Corporation (CVX) 0.4 $4.1M +2% 26k 157.35
 View chart
Cheniere Energy Com New (LNG) 0.3 $4.0M NEW 26k 152.36
 View chart
Constellation Brands Cl A (STZ) 0.3 $4.0M NEW 16k 246.11
 View chart
Aon Shs Cl A (AON) 0.3 $3.7M 11k 345.14
 View chart
Lam Research Corporation (LRCX) 0.3 $3.6M 5.6k 642.91
 View chart
UnitedHealth (UNH) 0.3 $3.5M +13% 7.3k 480.57
 View chart
Steel Dynamics (STLD) 0.3 $3.5M +2% 32k 108.92
 View chart
Edwards Lifesciences (EW) 0.3 $3.4M 36k 94.33
 View chart
Amgen (AMGN) 0.3 $3.4M -77% 15k 222.05
 View chart
CSX Corporation (CSX) 0.3 $3.2M 93k 34.10
 View chart
Eli Lilly & Co. (LLY) 0.3 $3.1M +13% 6.6k 469.00
 View chart
Globus Med Cl A (GMED) 0.3 $3.0M 51k 59.55
 View chart
Walt Disney Company (DIS) 0.3 $3.0M +253% 33k 89.29
 View chart
Xcel Energy (XEL) 0.2 $2.7M +5% 43k 62.17
 View chart
Procter & Gamble Company (PG) 0.2 $2.7M +7% 18k 151.73
 View chart
General Dynamics Corporation (GD) 0.2 $2.6M 12k 215.15
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $2.6M 16k 162.45
 View chart
Paypal Holdings (PYPL) 0.2 $2.5M +46% 38k 66.72
 View chart
Raytheon Technologies Corp (RTX) 0.2 $2.5M 26k 97.97
 View chart
Texas Instruments Incorporated (TXN) 0.2 $2.5M -73% 14k 179.99
 View chart
Ishares Tr Mbs Etf (MBB) 0.2 $2.5M 27k 93.28
 View chart
Five Below (FIVE) 0.2 $2.5M -5% 13k 196.54
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $2.2M +6% 21k 108.13
 View chart
Pfizer (PFE) 0.2 $2.2M +15% 60k 36.68
 View chart
Wal-Mart Stores (WMT) 0.2 $2.2M +73% 14k 157.14
 View chart
Caterpillar (CAT) 0.2 $2.2M +673% 8.8k 246.01
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $2.0M 23k 86.55
 View chart
NVIDIA Corporation (NVDA) 0.2 $1.9M -18% 4.5k 422.99
 View chart
McKesson Corporation (MCK) 0.2 $1.8M NEW 4.2k 427.29
 View chart
Home Depot (HD) 0.2 $1.8M -68% 5.8k 310.59
 View chart
Airbnb Com Cl A (ABNB) 0.2 $1.8M +538% 14k 128.18
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $1.7M -12% 18k 91.81
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $1.7M -4% 73k 22.90
 View chart
American States Water Company (AWR) 0.1 $1.6M +8% 19k 86.98
 View chart
Verisk Analytics (VRSK) 0.1 $1.6M NEW 7.1k 226.06
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.6M -34% 4.3k 369.36
 View chart
Northern Trust Corporation (NTRS) 0.1 $1.6M +9% 21k 74.12
 View chart
AutoZone (AZO) 0.1 $1.5M 616.00 2493.51
 View chart
Boeing Company (BA) 0.1 $1.5M +13% 7.2k 211.09
 View chart
Intercontinental Exchange (ICE) 0.1 $1.5M 13k 113.10
 View chart
Qualys (QLYS) 0.1 $1.4M +17% 11k 129.14
 View chart
General Mills (GIS) 0.1 $1.4M NEW 19k 76.72
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.4M +42% 12k 120.94
 View chart
Gibraltar Industries (ROCK) 0.1 $1.4M +17% 22k 62.91
 View chart
Xylem (XYL) 0.1 $1.3M 12k 112.63
 View chart
Pepsi (PEP) 0.1 $1.3M 7.0k 185.20
 View chart
Applied Industrial Technologies (AIT) 0.1 $1.2M +148% 8.6k 144.83
 View chart
Sp Plus (SP) 0.1 $1.2M +19% 32k 39.10
 View chart
American Water Works (AWK) 0.1 $1.2M -14% 8.6k 142.81
 View chart
Carrier Global Corporation (CARR) 0.1 $1.1M 23k 49.73
 View chart
Crocs (CROX) 0.1 $1.1M +22% 9.8k 112.41
 View chart
Azek Cl A (AZEK) 0.1 $1.1M -20% 36k 30.28
 View chart
Match Group (MTCH) 0.1 $1.1M NEW 25k 41.86
 View chart
Yum! Brands (YUM) 0.1 $1.0M 7.5k 138.53
 View chart
Advanced Micro Devices (AMD) 0.1 $1.0M +3% 9.1k 113.89
 View chart
Otis Worldwide Corp (OTIS) 0.1 $1.0M 12k 89.04
 View chart
Wec Energy Group (WEC) 0.1 $1.0M +19% 11k 88.20
 View chart
Pentair SHS (PNR) 0.1 $994k -22% 15k 64.58
 View chart
Etsy (ETSY) 0.1 $990k +75% 12k 84.63
 View chart
Championx Corp (CHX) 0.1 $984k NEW 32k 31.05
 View chart
Csw Industrials (CSWI) 0.1 $974k +19% 5.9k 166.18
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $967k 24k 39.57
 View chart
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $965k 23k 42.59
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.1 $959k 9.5k 100.82
 View chart
Ishares Tr Msci Lw Crb Tg (CRBN) 0.1 $958k +10% 6.1k 156.33
 View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.1 $928k -4% 806.00 1151.36
 View chart
Ban (TBBK) 0.1 $900k NEW 28k 32.64
 View chart
Bofi Holding (AX) 0.1 $891k +105% 23k 39.44
 View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.1 $888k -5% 81k 10.92
 View chart
Starbucks Corporation (SBUX) 0.1 $879k +75% 8.9k 99.10
 View chart
Intuit (INTU) 0.1 $876k +35% 1.9k 457.92
 View chart
Pacira Pharmaceuticals (PCRX) 0.1 $841k +12% 21k 40.09
 View chart
Royal Caribbean Cruises (RCL) 0.1 $830k NEW 8.0k 103.74
 View chart
Nextera Energy Partners Com Unit Part In (NEP) 0.1 $802k +17% 14k 58.66
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $801k +3% 8.0k 99.64
 View chart
Fidelity National Financial Fnf Group Com (FNF) 0.1 $779k NEW 22k 36.01
 View chart
Cheniere Energy Partners Com Unit (CQP) 0.1 $778k 17k 46.12
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $777k +15% 5.2k 149.71
 View chart
Ishares Silver Tr Ishares (SLV) 0.1 $761k -7% 36k 20.90
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.1 $746k 3.7k 202.83
 View chart
ConocoPhillips (COP) 0.1 $732k 7.1k 103.59
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $713k 1.8k 407.20
 View chart
Brookfield Infrast Partners Lp Int Unit (BIP) 0.1 $712k 20k 36.51
 View chart
Progress Software Corporation (PRGS) 0.1 $712k +15% 12k 58.08
 View chart
Ford Motor Company (F) 0.1 $699k -3% 46k 15.12
 View chart
ACADIA Pharmaceuticals (ACAD) 0.1 $692k -2% 29k 23.95
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $683k -19% 13k 51.69
 View chart
Firstcash Holdings (FCFS) 0.1 $679k +16% 7.3k 93.36
 View chart
SPS Commerce (SPSC) 0.1 $678k NEW 3.5k 192.07
 View chart
Cummins (CMI) 0.1 $670k +3% 2.7k 245.15
 View chart
Travelers Companies (TRV) 0.1 $659k -15% 3.8k 173.79
 View chart
Bank of New York Mellon Corporation (BK) 0.1 $659k 15k 44.52
 View chart
Realty Income (O) 0.1 $651k -6% 11k 59.76
 View chart
Franklin Electric (FELE) 0.1 $648k +19% 6.3k 102.97
 View chart
Phillips 66 (PSX) 0.1 $641k 6.7k 95.43
 View chart
Colgate-Palmolive Company (CL) 0.1 $637k -21% 8.3k 77.07
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $637k -3% 6.5k 97.67
 View chart
Abbott Laboratories (ABT) 0.1 $633k +72% 5.8k 109.03
 View chart
J&J Snack Foods (JJSF) 0.1 $628k +19% 4.0k 158.39
 View chart
Gilead Sciences (GILD) 0.1 $616k +13% 8.0k 77.08
 View chart
Hamilton Lane Cl A (HLNE) 0.1 $616k +21% 7.7k 80.03
 View chart
LeMaitre Vascular (LMAT) 0.1 $609k -38% 9.1k 67.27
 View chart
Digi International (DGII) 0.1 $607k NEW 15k 39.39
 View chart
Rli (RLI) 0.1 $605k +20% 4.4k 136.57
 View chart
Instructure Hldgs (INST) 0.1 $597k NEW 24k 25.15
 View chart
Healthcare Services (HCSG) 0.1 $597k NEW 40k 14.93
 View chart
Us Bancorp Del Com New (USB) 0.0 $580k 18k 33.05
 View chart
Texas Roadhouse (TXRH) 0.0 $576k +21% 5.1k 112.37
 View chart
Fifth Third Ban (FITB) 0.0 $570k +55% 22k 26.22
 View chart
Insperity (NSP) 0.0 $569k +22% 4.8k 118.91
 View chart
Netflix (NFLX) 0.0 $567k -44% 1.3k 440.22
 View chart
Verizon Communications (VZ) 0.0 $560k 15k 37.19
 View chart
Itt (ITT) 0.0 $550k 5.9k 93.22
 View chart
Marten Transport (MRTN) 0.0 $548k +21% 26k 21.52
 View chart
Thermo Fisher Scientific (TMO) 0.0 $541k +31% 1.0k 522.20
 View chart
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $527k 13k 41.76
 View chart
Flowers Foods (FLO) 0.0 $520k +22% 21k 24.88
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $520k -8% 4.9k 106.04
 View chart
Addus Homecare Corp (ADUS) 0.0 $520k -41% 5.6k 92.77
 View chart
Marvell Technology (MRVL) 0.0 $519k NEW 8.7k 59.83
 View chart
Southern Company (SO) 0.0 $513k +3% 7.3k 70.25
 View chart
Brp Group Com Cl A (BRP) 0.0 $509k +26% 21k 24.77
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $509k 7.2k 70.48
 View chart
Ishares Msci Gbl Min Vol (ACWV) 0.0 $483k -5% 4.9k 98.05
 View chart
Activision Blizzard (ATVI) 0.0 $482k +72% 5.7k 84.35
 View chart
Canadian Natural Resources (CNQ) 0.0 $481k +30% 8.5k 56.30
 View chart
Timken Company (TKR) 0.0 $479k +2% 5.2k 91.52
 View chart
BorgWarner (BWA) 0.0 $470k 9.6k 48.96
 View chart
Mercury Computer Systems (MRCY) 0.0 $468k +45% 14k 34.59
 View chart
Intel Corporation (INTC) 0.0 $466k -43% 14k 33.44
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $457k +6% 6.3k 72.56
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $455k -13% 3.3k 138.13
 View chart
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $450k 9.0k 50.10
 View chart
Shockwave Med (SWAV) 0.0 $444k -39% 1.6k 285.35
 View chart
4068594 Enphase Energy (ENPH) 0.0 $443k NEW 2.6k 167.30
 View chart
Vanguard World Fds Utilities Etf (VPU) 0.0 $438k -19% 3.1k 142.25
 View chart
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $438k -15% 17k 26.30
 View chart
CVS Caremark Corporation (CVS) 0.0 $435k -26% 6.3k 69.16
 View chart
PNC Financial Services (PNC) 0.0 $423k +16% 3.4k 125.82
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $423k +8% 14k 30.96
 View chart
TJX Companies (TJX) 0.0 $417k NEW 4.9k 84.79
 View chart
American Electric Power Company (AEP) 0.0 $411k +114% 4.9k 84.29
 View chart
Target Corporation (TGT) 0.0 $399k -2% 3.0k 132.03
 View chart
3M Company (MMM) 0.0 $398k -97% 4.0k 100.05
 View chart
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $397k 11k 35.95
 View chart
Hewlett Packard Enterprise (HPE) 0.0 $394k 23k 16.81
 View chart
The Trade Desk Com Cl A (TTD) 0.0 $392k +5% 5.1k 77.32
 View chart
Hp (HPQ) 0.0 $385k 13k 30.75
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $382k +2% 1.7k 220.05
 View chart
Proshares Tr Short S&p 500 Ne (SH) 0.0 $381k -15% 27k 13.89
 View chart
Intra Cellular Therapies (ITCI) 0.0 $380k -6% 6.0k 63.33
 View chart
Honeywell International (HON) 0.0 $373k +8% 1.8k 207.45
 View chart
Essex Property Trust (ESS) 0.0 $372k 1.6k 233.96
 View chart
Chegg (CHGG) 0.0 $364k 41k 8.88
 View chart
Clean Harbors (CLH) 0.0 $363k +15% 2.2k 164.63
 View chart
Array Technologies Com Shs (ARRY) 0.0 $350k NEW 16k 22.58
 View chart
Clorox Company (CLX) 0.0 $348k -91% 2.2k 159.12
 View chart
Huntington Bancshares Incorporated (HBAN) 0.0 $339k 31k 10.79
 View chart
Sierra Ban (BSRR) 0.0 $339k NEW 20k 16.95
 View chart
Bank of America Corporation (BAC) 0.0 $339k -75% 12k 28.71
 View chart
Discover Financial Services (DFS) 0.0 $337k NEW 2.9k 116.93
 View chart
Bristol Myers Squibb (BMY) 0.0 $335k -37% 5.2k 63.93
 View chart
Mastercard Incorporated Cl A (MA) 0.0 $335k NEW 853.00 392.73
 View chart
United Parcel Service CL B (UPS) 0.0 $334k NEW 1.9k 178.99
 View chart
Hca Holdings (HCA) 0.0 $333k NEW 1.1k 303.28
 View chart
Nuveen Build Amer Bd (NBB) 0.0 $332k -11% 21k 15.71
 View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $331k 2.0k 163.46
 View chart
S&p Global (SPGI) 0.0 $331k NEW 826.00 400.73
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $327k -5% 2.9k 113.15
 View chart
General Electric Com New (GE) 0.0 $325k 3.0k 109.76
 View chart
Altria (MO) 0.0 $324k 7.1k 45.35
 View chart
Northwest Bancshares (NWBI) 0.0 $313k 30k 10.61
 View chart
SYSCO Corporation (SYY) 0.0 $313k -4% 4.2k 74.31
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $310k +43% 3.8k 81.13
 View chart
Ishares U S Etf Tr Blackrock Short (MEAR) 0.0 $309k 6.2k 49.84
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $308k -11% 6.1k 50.87
 View chart
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $305k 4.2k 72.97
 View chart
First Tr Value Line Divid In SHS (FVD) 0.0 $305k 7.6k 40.09
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $304k 5.6k 54.49
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $300k +7% 9.2k 32.50
 View chart
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $295k 5.7k 51.53
 View chart
Cloudflare Cl A Com (NET) 0.0 $295k +8% 4.5k 65.32
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $287k 3.8k 75.05
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $287k 3.6k 79.09
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $283k -7% 2.7k 102.98
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $282k NEW 5.1k 55.25
 View chart
Uber Technologies (UBER) 0.0 $282k 6.5k 43.19
 View chart
T. Rowe Price (TROW) 0.0 $282k NEW 2.5k 112.17
 View chart
Healthcare Rlty Tr Cl A Com (HR) 0.0 $281k +3% 15k 18.88
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $279k 987.00 282.67
 View chart
Cme (CME) 0.0 $278k NEW 1.5k 185.33
 View chart
Diamondback Energy (FANG) 0.0 $277k NEW 2.1k 131.47
 View chart
Medtronic SHS (MDT) 0.0 $273k -92% 3.1k 87.98
 View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.0 $273k 24k 11.55
 View chart
Ishares Tr Msci India Etf (INDA) 0.0 $272k -5% 6.2k 43.69
 View chart
PPL Corporation (PPL) 0.0 $269k -5% 10k 26.43
 View chart
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $267k 12k 22.71
 View chart
First Horizon National Corporation (FHN) 0.0 $266k +9% 24k 11.27
 View chart
Ares Capital Corporation (ARCC) 0.0 $262k NEW 14k 18.76
 View chart
National Retail Properties (NNN) 0.0 $261k NEW 6.1k 42.87
 View chart
Wp Carey (WPC) 0.0 $260k -4% 3.8k 67.55
 View chart
Vanguard Index Fds Value Etf (VTV) 0.0 $253k 1.8k 142.13
 View chart
At&t (T) 0.0 $250k -14% 16k 15.96
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $247k NEW 3.4k 72.58
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $243k +4% 4.8k 50.40
 View chart
Ishares Tr National Mun Etf (MUB) 0.0 $243k 2.3k 106.58
 View chart
Shopify Cl A (SHOP) 0.0 $243k NEW 3.8k 64.54
 View chart
Williams Companies (WMB) 0.0 $242k NEW 7.4k 32.66
 View chart
Dutch Bros Cl A (BROS) 0.0 $241k +18% 8.5k 28.42
 View chart
Stryker Corporation (SYK) 0.0 $237k 777.00 305.02
 View chart
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $236k 2.8k 84.17
 View chart
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $236k +2% 2.5k 93.76
 View chart
Welltower Inc Com reit (WELL) 0.0 $235k 2.9k 81.03
 View chart
Applied Materials (AMAT) 0.0 $235k -98% 1.6k 144.26
 View chart
Select Sector Spdr Tr Technology (XLK) 0.0 $233k -15% 1.3k 173.49
 View chart
Select Sector Spdr Tr Energy (XLE) 0.0 $233k 2.9k 81.16
 View chart
Nike CL B (NKE) 0.0 $232k -85% 2.1k 110.37
 View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $229k 4.2k 54.34
 View chart
Chubb (CB) 0.0 $225k -3% 1.2k 192.80
 View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $222k 9.3k 23.96
 View chart
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.0 $222k 3.6k 61.04
 View chart
Allstate Corporation (ALL) 0.0 $219k 2.0k 109.01
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $217k 17k 12.68
 View chart
Lululemon Athletica (LULU) 0.0 $215k -8% 568.00 378.52
 View chart
Church & Dwight (CHD) 0.0 $214k NEW 2.1k 100.00
 View chart
Keysight Technologies (KEYS) 0.0 $213k 1.3k 167.19
 View chart
Illinois Tool Works (ITW) 0.0 $211k 843.00 250.30
 View chart
Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $209k 7.1k 29.49
 View chart
Avangrid (AGR) 0.0 $204k NEW 5.4k 37.76
 View chart
Ingersoll Rand (IR) 0.0 $201k NEW 3.1k 65.43
 View chart
American Axle & Manufact. Holdings (AXL) 0.0 $184k -28% 22k 8.27
 View chart
Smith & Wesson Brands (SWBI) 0.0 $174k -13% 13k 13.05
 View chart
Nuveen Mun High Income Opp F (NMZ) 0.0 $165k 16k 10.54
 View chart
Bain Cap Specialty Fin Com Stk (BCSF) 0.0 $139k 10k 13.53
 View chart
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $130k -32% 28k 4.74
 View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $115k 15k 7.90
 View chart
Valley National Ban (VLY) 0.0 $91k 12k 7.71
 View chart
Xeris Pharmaceuticals (XERS) 0.0 $47k -11% 18k 2.61
 View chart
The Lion Electric Company Common Stock (LEV) 0.0 $21k NEW 12k 1.83
 View chart

Past Filings by Van Hulzen Asset Management

SEC 13F filings are viewable for Van Hulzen Asset Management going back to 2013

View all past filings