Van Hulzen Asset Management

Latest statistics and disclosures from Van Hulzen Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AAPL, MSFT, JNJ, ABBV, VZ, and represent 18.19% of Van Hulzen Asset Management's stock portfolio.
  • Added to shares of these 10 stocks: JNJ (+$22M), QCOM (+$17M), IBM (+$17M), MCD (+$15M), ETN (+$12M), TGT (+$11M), CMCSA (+$10M), USB (+$8.7M), WBA (+$8.4M), XOM (+$7.8M).
  • Started 25 new stock positions in EEMV, SCHF, VTEB, SP, VEA, FTRI, PRU, MUB, VWO, HPQ.
  • Reduced shares in these 10 stocks: VRTX (-$20M), ICE (-$16M), , MO (-$13M), DE (-$10M), DRI (-$9.9M), BBY (-$7.8M), EBAY (-$6.9M), ORCL (-$6.0M), AGG (-$5.9M).
  • Sold out of its positions in BGS, BCSF, BBY, NET, COIN, DHI, DE, EBAY, FVD, DBC.
  • Van Hulzen Asset Management was a net buyer of stock by $35M.
  • Van Hulzen Asset Management has $837M in assets under management (AUM), dropping by -11.27%.
  • Central Index Key (CIK): 0001600145

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Portfolio Holdings for Van Hulzen Asset Management

Van Hulzen Asset Management holds 295 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.2 $44M 320k 136.72
Microsoft Corporation (MSFT) 3.5 $30M +11% 115k 256.83
Johnson & Johnson (JNJ) 3.2 $27M +443% 153k 177.51
Abbvie (ABBV) 3.2 $27M -6% 176k 153.16
Verizon Communications (VZ) 3.0 $25M +8% 492k 50.75
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $23M -20% 225k 101.68
Qualcomm (QCOM) 2.7 $23M +312% 177k 127.74
Kimberly-Clark Corporation (KMB) 2.1 $18M +3% 130k 135.15
Cisco Systems (CSCO) 2.1 $18M +10% 412k 42.64
International Business Machines (IBM) 2.0 $17M +4968% 120k 141.19
Tesla Motors (TSLA) 2.0 $17M 25k 673.42
Merck & Co (MRK) 1.9 $16M +9% 176k 91.17
Ishares Tr Esg Awr Msci Usa (ESGU) 1.8 $16M 184k 83.90
Dominion Resources (D) 1.8 $15M +19% 188k 79.81

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

Past Filings by Van Hulzen Asset Management

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

View all past filings