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, CSCO, IBM, AJG, and represent 18.78% of Van Hulzen Asset Management's stock portfolio.
- Added to shares of these 10 stocks: BDX (+$15M), DYNF (+$8.7M), ITW (+$6.6M), BRK.B (+$5.9M), NKE (+$5.5M), TLH, CSCO, TSLA, FSMD, BINC.
- Started 8 new stock positions in FSMD, BSM, ROUS, TLH, IMNN, CASH, BIAF, FLD.
- Reduced shares in these 10 stocks: ABBV (-$27M), IBM (-$15M), AAPL (-$13M), MSFT (-$13M), V (-$11M), GOOGL (-$10M), DE (-$8.7M), MTUM (-$8.7M), UNH (-$8.7M), MCD (-$8.1M).
- Sold out of its positions in AFL, AGNC, OUSA, ACES, ARKK, ARKF, ASTS, AZZ, AGD, ASO.
- Van Hulzen Asset Management was a net seller of stock by $-247M.
- Van Hulzen Asset Management has $1.1B in assets under management (AUM), dropping by -19.96%.
- Central Index Key (CIK): 0001600145
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Portfolio Holdings for Van Hulzen Asset Management
Van Hulzen Asset Management holds 312 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $78M | -14% | 353k | 222.13 |
|
| Microsoft Corporation (MSFT) | 3.7 | $40M | -24% | 107k | 375.39 |
|
| Cisco Systems (CSCO) | 2.9 | $32M | +17% | 511k | 61.71 |
|
| International Business Machines (IBM) | 2.6 | $28M | -35% | 114k | 248.66 |
|
| Arthur J. Gallagher & Co. (AJG) | 2.5 | $27M | -19% | 79k | 345.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $25M | -29% | 164k | 154.64 |
|
| McDonald's Corporation (MCD) | 2.2 | $24M | -25% | 78k | 312.37 |
|
| Tesla Motors (TSLA) | 2.1 | $23M | +17% | 87k | 259.16 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.0 | $22M | 127k | 170.89 |
|
|
| Automatic Data Processing (ADP) | 1.8 | $20M | -15% | 66k | 305.53 |
|
| Johnson & Johnson (JNJ) | 1.8 | $20M | -22% | 119k | 165.84 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 1.7 | $19M | 262k | 71.97 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $17M | -2% | 31k | 561.90 |
|
| Meta Platforms Cl A (META) | 1.4 | $16M | +15% | 27k | 576.35 |
|
| Procter & Gamble Company (PG) | 1.4 | $16M | -23% | 91k | 170.42 |
|
| Exxon Mobil Corporation (XOM) | 1.4 | $15M | -18% | 128k | 118.93 |
|
| Becton, Dickinson and (BDX) | 1.3 | $15M | +17014% | 64k | 229.06 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.3 | $15M | 247k | 58.96 |
|
|
| Broadcom (AVGO) | 1.3 | $15M | 87k | 167.43 |
|
|
| Coca-Cola Company (KO) | 1.3 | $14M | -19% | 198k | 71.62 |
|
| Eaton Corp SHS (ETN) | 1.3 | $14M | -26% | 52k | 271.83 |
|
| Oracle Corporation (ORCL) | 1.3 | $14M | -20% | 99k | 139.81 |
|
| Shell Spon Ads (SHEL) | 1.2 | $13M | -3% | 182k | 73.28 |
|
| Danaher Corporation (DHR) | 1.2 | $13M | -17% | 63k | 205.00 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $13M | +82% | 24k | 532.58 |
|
| Amazon (AMZN) | 1.2 | $13M | -25% | 67k | 190.26 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $12M | +3% | 12k | 945.80 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $12M | -34% | 108k | 108.38 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $12M | 47k | 245.30 |
|
|
| Exelon Corporation (EXC) | 1.1 | $12M | -29% | 250k | 46.08 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $11M | -2% | 112k | 98.92 |
|
| Mondelez Intl Cl A (MDLZ) | 1.0 | $11M | -10% | 158k | 67.85 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.0 | $11M | -2% | 87k | 121.91 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.0 | $10M | +30% | 200k | 52.38 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $10M | -2% | 19k | 559.39 |
|
| Chubb (CB) | 0.9 | $9.7M | -10% | 32k | 301.99 |
|
| Qualcomm (QCOM) | 0.9 | $9.4M | 61k | 153.61 |
|
|
| Walt Disney Company (DIS) | 0.8 | $9.2M | -25% | 94k | 98.70 |
|
| Schlumberger Com Stk (SLB) | 0.8 | $9.2M | -34% | 219k | 41.80 |
|
| Abbvie (ABBV) | 0.8 | $9.0M | -74% | 43k | 209.52 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.8 | $8.8M | +8360% | 180k | 48.76 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $8.7M | -3% | 30k | 288.14 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $8.6M | -2% | 145k | 58.94 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.8 | $8.4M | 90k | 93.66 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.8 | $8.3M | +11% | 163k | 50.66 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $8.0M | 97k | 82.73 |
|
|
| Visa Com Cl A (V) | 0.7 | $7.7M | -59% | 22k | 350.46 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $7.2M | +12% | 9.00 | 798441.67 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $7.0M | 70k | 100.00 |
|
|
| Illinois Tool Works (ITW) | 0.6 | $6.8M | +3089% | 28k | 248.01 |
|
| Roper Industries (ROP) | 0.6 | $6.3M | -48% | 11k | 589.59 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.5 | $5.7M | -3% | 21k | 270.83 |
|
| Nike CL B (NKE) | 0.5 | $5.6M | +7438% | 89k | 63.48 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $5.5M | 14k | 383.53 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.5 | $5.5M | 84k | 65.17 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.5 | $5.0M | 72k | 69.44 |
|
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $4.9M | NEW | 47k | 103.75 |
|
| Nasdaq Omx (NDAQ) | 0.4 | $4.9M | -24% | 64k | 75.86 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $4.7M | 89k | 52.52 |
|
|
| Honeywell International (HON) | 0.4 | $4.2M | -58% | 20k | 211.75 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.4 | $4.1M | -3% | 75k | 55.09 |
|
| Lam Research Corp Com New (LRCX) | 0.4 | $4.1M | 56k | 72.70 |
|
|
| Chevron Corporation (CVX) | 0.4 | $4.1M | -6% | 24k | 167.29 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.4 | $4.1M | +6% | 80k | 50.87 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $4.0M | 30k | 132.46 |
|
|
| TJX Companies (TJX) | 0.4 | $3.9M | -60% | 32k | 121.80 |
|
| Amgen (AMGN) | 0.3 | $3.6M | -2% | 12k | 311.56 |
|
| Qualys (QLYS) | 0.3 | $3.5M | -5% | 28k | 125.93 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $3.4M | +7% | 37k | 90.59 |
|
| General Dynamics Corporation (GD) | 0.3 | $3.4M | 12k | 272.59 |
|
|
| Northern Trust Corporation (NTRS) | 0.3 | $3.3M | 33k | 98.65 |
|
|
| UnitedHealth (UNH) | 0.3 | $3.0M | -74% | 5.8k | 523.73 |
|
| McKesson Corporation (MCK) | 0.3 | $3.0M | 4.5k | 672.99 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $2.9M | +3% | 17k | 173.23 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.3 | $2.8M | NEW | 71k | 39.16 |
|
| CSX Corporation (CSX) | 0.2 | $2.7M | 93k | 29.43 |
|
|
| Cheniere Energy Com New (LNG) | 0.2 | $2.7M | -25% | 12k | 231.41 |
|
| Steel Dynamics (STLD) | 0.2 | $2.7M | -8% | 22k | 125.08 |
|
| Wheaton Precious Metals Corp (WPM) | 0.2 | $2.7M | -52% | 35k | 77.63 |
|
| American States Water Company (AWR) | 0.2 | $2.7M | -3% | 34k | 78.68 |
|
| Viper Energy Cl A (VNOM) | 0.2 | $2.6M | +67% | 59k | 45.15 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $2.6M | -2% | 34k | 77.48 |
|
| Progress Software Corporation (PRGS) | 0.2 | $2.6M | -4% | 51k | 51.51 |
|
| Csw Industrials (CSW) | 0.2 | $2.6M | +45% | 8.9k | 291.52 |
|
| Stride (LRN) | 0.2 | $2.5M | -6% | 20k | 126.50 |
|
| Edwards Lifesciences (EW) | 0.2 | $2.5M | 34k | 72.48 |
|
|
| American Water Works (AWK) | 0.2 | $2.4M | +15% | 17k | 147.52 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.4M | -18% | 12k | 193.99 |
|
| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.2 | $2.4M | 53k | 44.69 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $2.3M | -52% | 17k | 132.65 |
|
| Intercontinental Exchange (ICE) | 0.2 | $2.3M | 13k | 172.50 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $2.3M | -79% | 11k | 202.14 |
|
| Home Depot (HD) | 0.2 | $2.3M | -44% | 6.2k | 366.48 |
|
| Globus Med Cl A (GMED) | 0.2 | $2.3M | 31k | 73.20 |
|
|
| Applied Industrial Technologies (AIT) | 0.2 | $2.3M | -5% | 10k | 225.33 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $2.2M | -21% | 24k | 93.78 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.2M | +12% | 25k | 87.79 |
|
| Addus Homecare Corp (ADUS) | 0.2 | $2.1M | -3% | 21k | 98.89 |
|
| Inter Parfums (IPAR) | 0.2 | $2.1M | -2% | 19k | 113.87 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $2.1M | +2% | 36k | 57.14 |
|
| Gibraltar Industries (ROCK) | 0.2 | $2.0M | 35k | 58.66 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.0M | +5% | 4.3k | 468.89 |
|
| LeMaitre Vascular (LMAT) | 0.2 | $2.0M | -3% | 23k | 83.90 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $2.0M | +72% | 9.5k | 205.44 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.9M | 2.4k | 826.01 |
|
|
| Lululemon Athletica (LULU) | 0.2 | $1.9M | -67% | 6.8k | 283.06 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.2 | $1.9M | +13% | 9.9k | 191.17 |
|
| Hawkins (HWKN) | 0.2 | $1.9M | -3% | 18k | 105.92 |
|
| Franklin Electric (FELE) | 0.2 | $1.9M | -3% | 20k | 93.88 |
|
| Meta Financial (CASH) | 0.2 | $1.8M | NEW | 25k | 72.95 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $1.8M | -17% | 16k | 108.69 |
|
| Bofi Holding (AX) | 0.2 | $1.7M | -5% | 27k | 64.52 |
|
| Carrier Global Corporation (CARR) | 0.2 | $1.7M | -6% | 27k | 63.40 |
|
| Federal Signal Corporation (FSS) | 0.2 | $1.7M | -4% | 23k | 73.55 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.2 | $1.7M | 65k | 25.42 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.6M | -23% | 11k | 156.23 |
|
| Marten Transport (MRTN) | 0.1 | $1.6M | -4% | 117k | 13.72 |
|
| Azek Cl A (AZEK) | 0.1 | $1.6M | -5% | 33k | 48.89 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $1.5M | 14k | 111.81 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $1.5M | -62% | 16k | 98.09 |
|
| Merit Medical Systems (MMSI) | 0.1 | $1.5M | -3% | 14k | 105.71 |
|
| SPS Commerce (SPSC) | 0.1 | $1.5M | -3% | 11k | 132.73 |
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| Xylem (XYL) | 0.1 | $1.5M | 12k | 119.46 |
|
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| Merck & Co (MRK) | 0.1 | $1.4M | -66% | 16k | 89.76 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.4M | +14% | 5.6k | 257.04 |
|
| Digi International (DGII) | 0.1 | $1.4M | -3% | 51k | 27.83 |
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| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $1.4M | 22k | 65.08 |
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| Rli (RLI) | 0.1 | $1.4M | +91% | 18k | 80.33 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $1.4M | +3% | 39k | 36.49 |
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| Acushnet Holdings Corp (GOLF) | 0.1 | $1.4M | -4% | 20k | 68.66 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.4M | 16k | 83.87 |
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|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.4M | -77% | 15k | 91.03 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $1.3M | -9% | 11k | 119.46 |
|
| Simply Good Foods (SMPL) | 0.1 | $1.3M | 37k | 34.49 |
|
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| Clear Secure Com Cl A (YOU) | 0.1 | $1.3M | -4% | 49k | 25.91 |
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| Brady Corp Cl A (BRC) | 0.1 | $1.3M | -3% | 18k | 70.64 |
|
| Sterling Construction Company (STRL) | 0.1 | $1.2M | +138% | 11k | 113.21 |
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.1 | $1.2M | 81k | 15.22 |
|
|
| Yum! Brands (YUM) | 0.1 | $1.2M | 7.5k | 157.36 |
|
|
| Standex Int'l (SXI) | 0.1 | $1.2M | -2% | 7.3k | 161.39 |
|
| Hamilton Lane Cl A (HLNE) | 0.1 | $1.2M | -4% | 7.9k | 148.67 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | 3.3k | 349.19 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | +3% | 2.5k | 446.74 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.1M | -46% | 12k | 91.73 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $1.1M | +4% | 26k | 42.06 |
|
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.1 | $1.1M | 25k | 43.32 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $1.1M | +19% | 8.3k | 127.08 |
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| J&J Snack Foods (JJSF) | 0.1 | $1.1M | -3% | 8.0k | 131.72 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.0M | 22k | 47.48 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.0M | -11% | 33k | 30.99 |
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| Cactus Cl A (WHD) | 0.1 | $1.0M | -2% | 22k | 45.83 |
|
| Gilead Sciences (GILD) | 0.1 | $959k | -28% | 8.6k | 112.06 |
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| Phillips 66 (PSX) | 0.1 | $953k | 7.7k | 123.48 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $949k | 7.8k | 121.12 |
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| Bwx Technologies (BWXT) | 0.1 | $941k | +95290% | 9.5k | 98.65 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $930k | -14% | 41k | 22.98 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $928k | +21% | 56k | 16.63 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $920k | +4% | 18k | 51.08 |
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| Pepsi (PEP) | 0.1 | $891k | -14% | 5.9k | 149.94 |
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| Realty Income (O) | 0.1 | $889k | 15k | 58.01 |
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| ConocoPhillips (COP) | 0.1 | $878k | 8.4k | 105.03 |
|
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| Cummins (CMI) | 0.1 | $872k | 2.8k | 313.49 |
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| Bristol Myers Squibb (BMY) | 0.1 | $862k | -5% | 14k | 60.99 |
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| Waste Management (WM) | 0.1 | $857k | -4% | 3.7k | 231.51 |
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| Toll Brothers (TOL) | 0.1 | $845k | +60% | 8.0k | 105.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $839k | 1.6k | 514.00 |
|
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| Cheniere Energy Partners Com Unit (CQP) | 0.1 | $820k | -25% | 12k | 66.04 |
|
| Travelers Companies (TRV) | 0.1 | $819k | -13% | 3.1k | 264.44 |
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $817k | -5% | 681.00 | 1200.09 |
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| Fifth Third Ban (FITB) | 0.1 | $800k | -13% | 20k | 39.20 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $794k | +3% | 23k | 34.95 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $791k | 34k | 23.06 |
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|
| V.F. Corporation (VFC) | 0.1 | $775k | -2% | 50k | 15.52 |
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| Itt (ITT) | 0.1 | $762k | 5.9k | 129.16 |
|
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| Mueller Industries (MLI) | 0.1 | $736k | +4% | 9.7k | 76.14 |
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| AmerisourceBergen (COR) | 0.1 | $723k | -90% | 2.6k | 278.09 |
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| Intuit (INTU) | 0.1 | $720k | 1.2k | 614.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $707k | 2.6k | 274.85 |
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| Sempra Energy (SRE) | 0.1 | $705k | +68% | 9.9k | 71.36 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $668k | 14k | 46.67 |
|
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| PNC Financial Services (PNC) | 0.1 | $659k | -10% | 3.7k | 175.77 |
|
| Snowflake Cl A (SNOW) | 0.1 | $658k | -21% | 4.5k | 146.16 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $642k | -5% | 6.9k | 92.83 |
|
| Lattice Strategies Tr Hartford Us Eqty (ROUS) | 0.1 | $638k | NEW | 13k | 50.73 |
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| Advanced Micro Devices (AMD) | 0.1 | $637k | 6.2k | 102.74 |
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|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $637k | 4.9k | 128.97 |
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| Kinder Morgan (KMI) | 0.1 | $635k | -38% | 22k | 28.53 |
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| Us Bancorp Del Com New (USB) | 0.1 | $631k | -13% | 15k | 42.22 |
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| Southern Company (SO) | 0.1 | $623k | 6.8k | 91.95 |
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| Pfizer (PFE) | 0.1 | $622k | +3% | 25k | 25.34 |
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| Acuity Brands (AYI) | 0.1 | $611k | -7% | 2.3k | 263.35 |
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| Intra Cellular Therapies (ITCI) | 0.1 | $607k | -8% | 4.6k | 131.92 |
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| Badger Meter (BMI) | 0.1 | $604k | -5% | 3.2k | 190.25 |
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| Cloudflare Cl A Com (NET) | 0.1 | $600k | -21% | 5.3k | 112.69 |
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| Verizon Communications (VZ) | 0.1 | $598k | +18% | 13k | 45.36 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $590k | 3.9k | 153.21 |
|
|
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $573k | 51k | 11.24 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $565k | +24% | 1.5k | 370.72 |
|
| Philip Morris International (PM) | 0.1 | $565k | 3.6k | 158.75 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $561k | +38% | 6.6k | 84.40 |
|
| Netflix (NFLX) | 0.0 | $535k | -11% | 574.00 | 932.53 |
|
| First Horizon National Corporation (FHN) | 0.0 | $533k | -15% | 28k | 19.42 |
|
| Cousins Pptys Com New (CUZ) | 0.0 | $495k | +5% | 17k | 29.50 |
|
| Analog Devices (ADI) | 0.0 | $494k | -11% | 2.5k | 201.63 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $491k | -17% | 1.4k | 352.58 |
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| Sun Communities (SUI) | 0.0 | $488k | -13% | 3.8k | 128.64 |
|
| Essex Property Trust (ESS) | 0.0 | $488k | 1.6k | 306.53 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $484k | +23% | 16k | 30.73 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $480k | 17k | 27.96 |
|
|
| Boeing Company (BA) | 0.0 | $479k | -3% | 2.8k | 170.55 |
|
| Caterpillar (CAT) | 0.0 | $478k | -11% | 1.4k | 329.78 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $477k | +2% | 2.8k | 170.81 |
|
| Pulte (PHM) | 0.0 | $475k | -25% | 4.6k | 102.80 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $474k | +13% | 3.3k | 142.24 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $470k | 4.0k | 116.37 |
|
|
| Stryker Corporation (SYK) | 0.0 | $462k | +29% | 1.2k | 372.12 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $456k | 27k | 16.90 |
|
|
| Medtronic SHS (MDT) | 0.0 | $455k | -39% | 5.1k | 89.86 |
|
| Hershey Company (HSY) | 0.0 | $453k | -91% | 2.6k | 171.05 |
|
| Ge Vernova (GEV) | 0.0 | $444k | -17% | 1.5k | 305.28 |
|
| Deere & Company (DE) | 0.0 | $444k | -95% | 946.00 | 469.38 |
|
| Dutch Bros Cl A (BROS) | 0.0 | $443k | -35% | 7.2k | 61.74 |
|
| Uber Technologies (UBER) | 0.0 | $428k | -23% | 5.9k | 72.86 |
|
| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.0 | $425k | 7.0k | 60.61 |
|
|
| Allstate Corporation (ALL) | 0.0 | $414k | -45% | 2.0k | 207.02 |
|
| Microstrategy Cl A New (MSTR) | 0.0 | $400k | +54% | 1.4k | 288.27 |
|
| Morgan Stanley Com New (MS) | 0.0 | $390k | -3% | 3.3k | 116.68 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $388k | 8.3k | 46.81 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $386k | +2% | 15k | 25.04 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $384k | -3% | 12k | 31.02 |
|
| D.R. Horton (DHI) | 0.0 | $382k | -40% | 3.0k | 127.13 |
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $382k | +26% | 22k | 17.22 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $379k | -37% | 4.7k | 80.71 |
|
| Bank of America Corporation (BAC) | 0.0 | $376k | 9.0k | 41.73 |
|
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $375k | +134% | 3.9k | 96.77 |
|
| Ge Aerospace Com New (GE) | 0.0 | $375k | 1.9k | 200.18 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $372k | +12% | 6.8k | 54.72 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $362k | 3.7k | 97.95 |
|
|
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $359k | 29k | 12.59 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $351k | 880.00 | 399.09 |
|
|
| KB Home (KBH) | 0.0 | $349k | +199% | 6.0k | 58.12 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $347k | -21% | 7.6k | 45.97 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $347k | +140% | 3.0k | 114.78 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $347k | +34% | 5.4k | 63.80 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.0 | $346k | 7.9k | 43.84 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $338k | -3% | 23k | 15.01 |
|
| Shopify Cl A (SHOP) | 0.0 | $331k | +12% | 3.5k | 95.48 |
|
| National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $330k | +48% | 8.4k | 39.40 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $318k | 17k | 18.59 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $316k | -6% | 15k | 20.95 |
|
| At&t (T) | 0.0 | $311k | -7% | 11k | 28.28 |
|
| Linde SHS (LIN) | 0.0 | $308k | 662.00 | 465.64 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $308k | +136% | 2.3k | 132.23 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $305k | -3% | 4.5k | 67.74 |
|
| Intel Corporation (INTC) | 0.0 | $304k | -7% | 13k | 22.71 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $277k | +57% | 13k | 21.53 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $274k | -2% | 5.4k | 51.05 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $273k | 3.3k | 82.30 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $270k | 6.7k | 40.29 |
|
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $269k | +8% | 4.7k | 57.58 |
|
| Altria (MO) | 0.0 | $267k | +9% | 4.5k | 60.02 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $265k | +17% | 5.1k | 51.78 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $262k | 624.00 | 420.15 |
|
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $262k | +45% | 5.7k | 46.07 |
|
| General Mills (GIS) | 0.0 | $260k | +175% | 4.4k | 59.79 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $257k | -13% | 11k | 23.43 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $254k | 2.7k | 93.45 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $252k | 3.4k | 73.45 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $252k | 792.00 | 317.64 |
|
|
| Northwest Bancshares (NWBI) | 0.0 | $249k | +2% | 21k | 12.02 |
|
| Emerson Electric (EMR) | 0.0 | $249k | +36% | 2.3k | 109.64 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $246k | 2.7k | 90.54 |
|
|
| Hp (HPQ) | 0.0 | $245k | -8% | 8.8k | 27.69 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $245k | +79% | 2.2k | 110.46 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $243k | 2.4k | 100.67 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $242k | 2.0k | 121.94 |
|
|
| Dimensional Etf Trust Ultrashort Fixed (DUSB) | 0.0 | $240k | -17% | 4.7k | 50.73 |
|
| Franklin Templeton Etf Tr Income Eqt Focus (INCE) | 0.0 | $236k | +51% | 4.2k | 56.20 |
|
| Black Stone Minerals Com Unit (BSM) | 0.0 | $229k | NEW | 15k | 15.27 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $227k | -8% | 2.7k | 83.61 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $223k | 1.0k | 221.83 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $217k | -13% | 1.6k | 135.64 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $216k | +7% | 393.00 | 548.32 |
|
| Church & Dwight (CHD) | 0.0 | $215k | 2.0k | 110.09 |
|
|
| TETRA Technologies (TTI) | 0.0 | $212k | +65% | 63k | 3.36 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $210k | 1.6k | 134.29 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $210k | +2% | 1.0k | 206.48 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $209k | +23% | 3.4k | 60.66 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $209k | +14% | 2.2k | 93.70 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $209k | -56% | 14k | 15.43 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $207k | 2.0k | 102.41 |
|
|
| Enbridge (ENB) | 0.0 | $207k | 4.7k | 44.31 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $206k | 2.0k | 103.20 |
|
|
| AutoZone (AZO) | 0.0 | $202k | -20% | 53.00 | 3812.79 |
|
| 3M Company (MMM) | 0.0 | $202k | -14% | 1.4k | 146.87 |
|
| Prologis (PLD) | 0.0 | $201k | +5% | 1.8k | 111.80 |
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $189k | +11% | 50k | 3.78 |
|
| Nuveen Build Amer Bd (NBB) | 0.0 | $187k | 12k | 16.02 |
|
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $171k | 16k | 10.91 |
|
|
| Ford Motor Company (F) | 0.0 | $165k | -42% | 17k | 10.03 |
|
| Udemy (UDMY) | 0.0 | $155k | 20k | 7.76 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $117k | 14k | 8.14 |
|
|
| Blackrock MuniHoldings CA Insrd Fnd (MUC) | 0.0 | $115k | +16% | 11k | 10.71 |
|
| Valley National Ban (VLY) | 0.0 | $105k | +9% | 12k | 8.89 |
|
| Xeris Pharmaceuticals (XERS) | 0.0 | $89k | -9% | 16k | 5.49 |
|
| Lexington Realty Trust (LXP) | 0.0 | $87k | 10k | 8.65 |
|
|
| Fold Hldgs Com Cl A (FLD) | 0.0 | $62k | NEW | 10k | 6.20 |
|
| Complete Solaria (SPWR) | 0.0 | $48k | -40% | 31k | 1.55 |
|
| Chegg (CHGG) | 0.0 | $26k | 41k | 0.64 |
|
|
| Chargepoint Holdings Com Cl A (CHPT) | 0.0 | $25k | 41k | 0.60 |
|
|
| Celsion Corp (IMNN) | 0.0 | $11k | NEW | 10k | 1.05 |
|
| Bioaffinity Technologies Common Stock (BIAF) | 0.0 | $4.2k | NEW | 16k | 0.26 |
|
Past Filings by Van Hulzen Asset Management
SEC 13F filings are viewable for Van Hulzen Asset Management going back to 2013
- Van Hulzen Asset Management 2025 Q1 filed May 14, 2025
- Van Hulzen Asset Management 2024 Q4 filed Feb. 10, 2025
- Van Hulzen Asset Management 2024 Q3 filed Nov. 12, 2024
- Van Hulzen Asset Management 2024 Q2 filed Aug. 7, 2024
- Van Hulzen Asset Management 2024 Q1 filed May 6, 2024
- Van Hulzen Asset Management 2023 Q4 filed Feb. 7, 2024
- Van Hulzen Asset Management 2023 Q3 filed Nov. 7, 2023
- Van Hulzen Asset Management 2023 Q2 filed Aug. 3, 2023
- Van Hulzen Asset Management 2023 Q1 filed April 28, 2023
- Van Hulzen Asset Management 2022 Q4 filed Feb. 13, 2023
- Van Hulzen Asset Management 2022 Q3 filed Nov. 8, 2022
- Van Hulzen Asset Management 2022 Q2 filed Aug. 4, 2022
- Van Hulzen Asset Management 2022 Q1 filed May 20, 2022
- Van Hulzen Asset Management 2021 Q4 filed Feb. 4, 2022
- Van Hulzen Asset Management 2021 Q3 filed Nov. 12, 2021
- Van Hulzen Asset Management 2021 Q2 filed Aug. 6, 2021