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
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 csv

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 |
|
Xylem (XYL) | 0.1 | $1.5M | 12k | 119.46 |
|
|
Merck & Co (MRK) | 0.1 | $1.4M | -66% | 16k | 89.76 |
|
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 |
|
Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $1.4M | 22k | 65.08 |
|
|
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 |
|
Acushnet Holdings Corp (GOLF) | 0.1 | $1.4M | -4% | 20k | 68.66 |
|
Bank of New York Mellon Corporation (BK) | 0.1 | $1.4M | 16k | 83.87 |
|
|
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 |
|
|
Clear Secure Com Cl A (YOU) | 0.1 | $1.3M | -4% | 49k | 25.91 |
|
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 |
|
J&J Snack Foods (JJSF) | 0.1 | $1.1M | -3% | 8.0k | 131.72 |
|
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.0M | 22k | 47.48 |
|
|
Ishares Silver Tr Ishares (SLV) | 0.1 | $1.0M | -11% | 33k | 30.99 |
|
Cactus Cl A (WHD) | 0.1 | $1.0M | -2% | 22k | 45.83 |
|
Gilead Sciences (GILD) | 0.1 | $959k | -28% | 8.6k | 112.06 |
|
Phillips 66 (PSX) | 0.1 | $953k | 7.7k | 123.48 |
|
|
Ishares Tr Core High Dv Etf (HDV) | 0.1 | $949k | 7.8k | 121.12 |
|
|
Bwx Technologies (BWXT) | 0.1 | $941k | +95290% | 9.5k | 98.65 |
|
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 |
|
Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $920k | +4% | 18k | 51.08 |
|
Pepsi (PEP) | 0.1 | $891k | -14% | 5.9k | 149.94 |
|
Realty Income (O) | 0.1 | $889k | 15k | 58.01 |
|
|
ConocoPhillips (COP) | 0.1 | $878k | 8.4k | 105.03 |
|
|
Cummins (CMI) | 0.1 | $872k | 2.8k | 313.49 |
|
|
Bristol Myers Squibb (BMY) | 0.1 | $862k | -5% | 14k | 60.99 |
|
Waste Management (WM) | 0.1 | $857k | -4% | 3.7k | 231.51 |
|
Toll Brothers (TOL) | 0.1 | $845k | +60% | 8.0k | 105.59 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $839k | 1.6k | 514.00 |
|
|
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 |
|
Fifth Third Ban (FITB) | 0.1 | $800k | -13% | 20k | 39.20 |
|
Ishares Esg Awr Msci Em (ESGE) | 0.1 | $794k | +3% | 23k | 34.95 |
|
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.1 | $791k | 34k | 23.06 |
|
|
V.F. Corporation (VFC) | 0.1 | $775k | -2% | 50k | 15.52 |
|
Itt (ITT) | 0.1 | $762k | 5.9k | 129.16 |
|
|
Mueller Industries (MLI) | 0.1 | $736k | +4% | 9.7k | 76.14 |
|
AmerisourceBergen (COR) | 0.1 | $723k | -90% | 2.6k | 278.09 |
|
Intuit (INTU) | 0.1 | $720k | 1.2k | 614.10 |
|
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $707k | 2.6k | 274.85 |
|
|
Sempra Energy (SRE) | 0.1 | $705k | +68% | 9.9k | 71.36 |
|
Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $668k | 14k | 46.67 |
|
|
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 |
|
Advanced Micro Devices (AMD) | 0.1 | $637k | 6.2k | 102.74 |
|
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $637k | 4.9k | 128.97 |
|
|
Kinder Morgan (KMI) | 0.1 | $635k | -38% | 22k | 28.53 |
|
Us Bancorp Del Com New (USB) | 0.1 | $631k | -13% | 15k | 42.22 |
|
Southern Company (SO) | 0.1 | $623k | 6.8k | 91.95 |
|
|
Pfizer (PFE) | 0.1 | $622k | +3% | 25k | 25.34 |
|
Acuity Brands (AYI) | 0.1 | $611k | -7% | 2.3k | 263.35 |
|
Intra Cellular Therapies (ITCI) | 0.1 | $607k | -8% | 4.6k | 131.92 |
|
Badger Meter (BMI) | 0.1 | $604k | -5% | 3.2k | 190.25 |
|
Cloudflare Cl A Com (NET) | 0.1 | $600k | -21% | 5.3k | 112.69 |
|
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 |
|
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