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
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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 |
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Microsoft Corporation (MSFT) | 4.3 | $51M | 149k | 340.54 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $34M | +93% | 282k | 119.71 |
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McDonald's Corporation (MCD) | 2.6 | $31M | -5% | 103k | 298.41 |
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Comcast Corp Cl A (CMCSA) | 2.6 | $30M | +48% | 724k | 41.55 |
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Hershey Company (HSY) | 2.5 | $29M | +7% | 117k | 249.70 |
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Cisco Systems (CSCO) | 2.4 | $28M | 536k | 51.74 |
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Johnson & Johnson (JNJ) | 2.4 | $28M | +2% | 167k | 165.52 |
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Abbvie (ABBV) | 2.3 | $27M | 201k | 134.72 |
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Arthur J. Gallagher & Co. (AJG) | 2.3 | $27M | +14% | 121k | 219.57 |
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Fortinet (FTNT) | 1.9 | $23M | +127% | 301k | 75.59 |
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Merck & Co (MRK) | 1.9 | $22M | +8% | 194k | 115.38 |
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Eaton Corp SHS (ETN) | 1.7 | $20M | -16% | 102k | 201.10 |
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Tesla Motors (TSLA) | 1.6 | $19M | -10% | 73k | 261.77 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $18M | 135k | 134.87 |
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Exelon Corporation (EXC) | 1.5 | $18M | 437k | 40.74 |
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International Business Machines (IBM) | 1.5 | $18M | -33% | 133k | 133.81 |
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Exxon Mobil Corporation (XOM) | 1.5 | $18M | 165k | 107.25 |
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Costco Wholesale Corporation (COST) | 1.5 | $17M | +191% | 32k | 538.37 |
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Coca-Cola Company (KO) | 1.4 | $17M | -29% | 279k | 60.22 |
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Automatic Data Processing (ADP) | 1.4 | $17M | NEW | 76k | 219.79 |
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Broadcom (AVGO) | 1.4 | $16M | +256% | 18k | 867.41 |
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Visa Com Cl A (V) | 1.3 | $16M | +167% | 65k | 237.48 |
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Danaher Corporation (DHR) | 1.3 | $16M | +223% | 64k | 240.03 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 1.3 | $15M | 157k | 97.46 |
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Waste Management (WM) | 1.3 | $15M | +104% | 89k | 173.43 |
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Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $15M | 34k | 445.72 |
|
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $13M | 29k | 443.27 |
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Kinder Morgan (KMI) | 1.1 | $13M | -23% | 730k | 17.22 |
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Pioneer Natural Resources (PXD) | 1.1 | $13M | +29% | 61k | 207.18 |
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Shell Spon Ads (SHEL) | 1.1 | $12M | 206k | 60.38 |
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Mondelez Intl Cl A (MDLZ) | 1.1 | $12M | +23% | 169k | 72.94 |
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Best Buy (BBY) | 1.0 | $12M | NEW | 141k | 81.95 |
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Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $11M | 115k | 97.95 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $11M | +3% | 133k | 81.08 |
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Roper Industries (ROP) | 0.9 | $11M | +471% | 22k | 480.81 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $11M | 111k | 95.41 |
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Progressive Corporation (PGR) | 0.9 | $11M | +5% | 80k | 132.37 |
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Meta Platforms Cl A (META) | 0.9 | $10M | -2% | 36k | 286.97 |
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AmerisourceBergen (ABC) | 0.8 | $9.8M | +110% | 51k | 192.43 |
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Ishares Gold Tr Ishares New (IAU) | 0.8 | $9.8M | 270k | 36.39 |
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Lockheed Martin Corporation (LMT) | 0.8 | $9.1M | +117% | 20k | 460.40 |
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Deere & Company (DE) | 0.8 | $8.8M | +2386% | 22k | 405.19 |
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Lowe's Companies (LOW) | 0.7 | $8.3M | NEW | 37k | 225.68 |
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Qualcomm (QCOM) | 0.7 | $8.2M | +4% | 69k | 119.04 |
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Adobe Systems Incorporated (ADBE) | 0.6 | $7.4M | -6% | 15k | 489.00 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.6 | $7.2M | 98k | 74.33 |
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Anthem (ELV) | 0.6 | $6.6M | +5% | 15k | 444.29 |
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Spdr Gold Tr Gold Shs (GLD) | 0.6 | $6.5M | +12% | 36k | 178.28 |
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Oracle Corporation (ORCL) | 0.5 | $6.4M | -62% | 54k | 119.09 |
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Arista Networks (ANET) | 0.5 | $6.1M | -84% | 17k | 349.55 |
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Novo-nordisk A S Adr (NVO) | 0.5 | $5.9M | 36k | 161.84 |
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Ishares Esg Awr Msci Em (ESGE) | 0.5 | $5.5M | 175k | 31.63 |
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Ishares Tr Eafe Value Etf (EFV) | 0.5 | $5.4M | 110k | 48.94 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $5.3M | -49% | 15k | 340.98 |
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JPMorgan Chase & Co. (JPM) | 0.4 | $5.1M | -27% | 35k | 145.44 |
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Barrick Gold Corp (GOLD) | 0.4 | $5.0M | NEW | 296k | 16.93 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $4.7M | 9.00 | 517777.78 |
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Deckers Outdoor Corporation (DECK) | 0.4 | $4.7M | 8.8k | 527.68 |
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Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $4.4M | -2% | 87k | 50.57 |
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Amazon (AMZN) | 0.4 | $4.4M | +5% | 34k | 130.36 |
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Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $4.2M | -2% | 29k | 144.26 |
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Chevron Corporation (CVX) | 0.4 | $4.1M | +2% | 26k | 157.35 |
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Cheniere Energy Com New (LNG) | 0.3 | $4.0M | NEW | 26k | 152.36 |
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Constellation Brands Cl A (STZ) | 0.3 | $4.0M | NEW | 16k | 246.11 |
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Aon Shs Cl A (AON) | 0.3 | $3.7M | 11k | 345.14 |
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Lam Research Corporation (LRCX) | 0.3 | $3.6M | 5.6k | 642.91 |
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UnitedHealth (UNH) | 0.3 | $3.5M | +13% | 7.3k | 480.57 |
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Steel Dynamics (STLD) | 0.3 | $3.5M | +2% | 32k | 108.92 |
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Edwards Lifesciences (EW) | 0.3 | $3.4M | 36k | 94.33 |
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Amgen (AMGN) | 0.3 | $3.4M | -77% | 15k | 222.05 |
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CSX Corporation (CSX) | 0.3 | $3.2M | 93k | 34.10 |
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Eli Lilly & Co. (LLY) | 0.3 | $3.1M | +13% | 6.6k | 469.00 |
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Globus Med Cl A (GMED) | 0.3 | $3.0M | 51k | 59.55 |
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Walt Disney Company (DIS) | 0.3 | $3.0M | +253% | 33k | 89.29 |
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Xcel Energy (XEL) | 0.2 | $2.7M | +5% | 43k | 62.17 |
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Procter & Gamble Company (PG) | 0.2 | $2.7M | +7% | 18k | 151.73 |
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General Dynamics Corporation (GD) | 0.2 | $2.6M | 12k | 215.15 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.6M | 16k | 162.45 |
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Paypal Holdings (PYPL) | 0.2 | $2.5M | +46% | 38k | 66.72 |
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Raytheon Technologies Corp (RTX) | 0.2 | $2.5M | 26k | 97.97 |
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Texas Instruments Incorporated (TXN) | 0.2 | $2.5M | -73% | 14k | 179.99 |
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Ishares Tr Mbs Etf (MBB) | 0.2 | $2.5M | 27k | 93.28 |
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Five Below (FIVE) | 0.2 | $2.5M | -5% | 13k | 196.54 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.2M | +6% | 21k | 108.13 |
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Pfizer (PFE) | 0.2 | $2.2M | +15% | 60k | 36.68 |
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Wal-Mart Stores (WMT) | 0.2 | $2.2M | +73% | 14k | 157.14 |
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Caterpillar (CAT) | 0.2 | $2.2M | +673% | 8.8k | 246.01 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $2.0M | 23k | 86.55 |
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NVIDIA Corporation (NVDA) | 0.2 | $1.9M | -18% | 4.5k | 422.99 |
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McKesson Corporation (MCK) | 0.2 | $1.8M | NEW | 4.2k | 427.29 |
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Home Depot (HD) | 0.2 | $1.8M | -68% | 5.8k | 310.59 |
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Airbnb Com Cl A (ABNB) | 0.2 | $1.8M | +538% | 14k | 128.18 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.7M | -12% | 18k | 91.81 |
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Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $1.7M | -4% | 73k | 22.90 |
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American States Water Company (AWR) | 0.1 | $1.6M | +8% | 19k | 86.98 |
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Verisk Analytics (VRSK) | 0.1 | $1.6M | NEW | 7.1k | 226.06 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.6M | -34% | 4.3k | 369.36 |
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Northern Trust Corporation (NTRS) | 0.1 | $1.6M | +9% | 21k | 74.12 |
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AutoZone (AZO) | 0.1 | $1.5M | 616.00 | 2493.51 |
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Boeing Company (BA) | 0.1 | $1.5M | +13% | 7.2k | 211.09 |
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Intercontinental Exchange (ICE) | 0.1 | $1.5M | 13k | 113.10 |
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Qualys (QLYS) | 0.1 | $1.4M | +17% | 11k | 129.14 |
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General Mills (GIS) | 0.1 | $1.4M | NEW | 19k | 76.72 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.4M | +42% | 12k | 120.94 |
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Gibraltar Industries (ROCK) | 0.1 | $1.4M | +17% | 22k | 62.91 |
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Xylem (XYL) | 0.1 | $1.3M | 12k | 112.63 |
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Pepsi (PEP) | 0.1 | $1.3M | 7.0k | 185.20 |
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Applied Industrial Technologies (AIT) | 0.1 | $1.2M | +148% | 8.6k | 144.83 |
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Sp Plus (SP) | 0.1 | $1.2M | +19% | 32k | 39.10 |
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American Water Works (AWK) | 0.1 | $1.2M | -14% | 8.6k | 142.81 |
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Carrier Global Corporation (CARR) | 0.1 | $1.1M | 23k | 49.73 |
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Crocs (CROX) | 0.1 | $1.1M | +22% | 9.8k | 112.41 |
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Azek Cl A (AZEK) | 0.1 | $1.1M | -20% | 36k | 30.28 |
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Match Group (MTCH) | 0.1 | $1.1M | NEW | 25k | 41.86 |
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Yum! Brands (YUM) | 0.1 | $1.0M | 7.5k | 138.53 |
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Advanced Micro Devices (AMD) | 0.1 | $1.0M | +3% | 9.1k | 113.89 |
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Otis Worldwide Corp (OTIS) | 0.1 | $1.0M | 12k | 89.04 |
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Wec Energy Group (WEC) | 0.1 | $1.0M | +19% | 11k | 88.20 |
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Pentair SHS (PNR) | 0.1 | $994k | -22% | 15k | 64.58 |
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Etsy (ETSY) | 0.1 | $990k | +75% | 12k | 84.63 |
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Championx Corp (CHX) | 0.1 | $984k | NEW | 32k | 31.05 |
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Csw Industrials (CSWI) | 0.1 | $974k | +19% | 5.9k | 166.18 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $967k | 24k | 39.57 |
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Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.1 | $965k | 23k | 42.59 |
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Ishares Tr Core High Dv Etf (HDV) | 0.1 | $959k | 9.5k | 100.82 |
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Ishares Tr Msci Lw Crb Tg (CRBN) | 0.1 | $958k | +10% | 6.1k | 156.33 |
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Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $928k | -4% | 806.00 | 1151.36 |
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Ban (TBBK) | 0.1 | $900k | NEW | 28k | 32.64 |
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Bofi Holding (AX) | 0.1 | $891k | +105% | 23k | 39.44 |
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Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $888k | -5% | 81k | 10.92 |
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Starbucks Corporation (SBUX) | 0.1 | $879k | +75% | 8.9k | 99.10 |
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Intuit (INTU) | 0.1 | $876k | +35% | 1.9k | 457.92 |
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Pacira Pharmaceuticals (PCRX) | 0.1 | $841k | +12% | 21k | 40.09 |
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Royal Caribbean Cruises (RCL) | 0.1 | $830k | NEW | 8.0k | 103.74 |
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Nextera Energy Partners Com Unit Part In (NEP) | 0.1 | $802k | +17% | 14k | 58.66 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $801k | +3% | 8.0k | 99.64 |
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Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $779k | NEW | 22k | 36.01 |
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Cheniere Energy Partners Com Unit (CQP) | 0.1 | $778k | 17k | 46.12 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $777k | +15% | 5.2k | 149.71 |
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Ishares Silver Tr Ishares (SLV) | 0.1 | $761k | -7% | 36k | 20.90 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $746k | 3.7k | 202.83 |
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ConocoPhillips (COP) | 0.1 | $732k | 7.1k | 103.59 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $713k | 1.8k | 407.20 |
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Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $712k | 20k | 36.51 |
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Progress Software Corporation (PRGS) | 0.1 | $712k | +15% | 12k | 58.08 |
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Ford Motor Company (F) | 0.1 | $699k | -3% | 46k | 15.12 |
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ACADIA Pharmaceuticals (ACAD) | 0.1 | $692k | -2% | 29k | 23.95 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $683k | -19% | 13k | 51.69 |
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Firstcash Holdings (FCFS) | 0.1 | $679k | +16% | 7.3k | 93.36 |
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SPS Commerce (SPSC) | 0.1 | $678k | NEW | 3.5k | 192.07 |
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Cummins (CMI) | 0.1 | $670k | +3% | 2.7k | 245.15 |
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Travelers Companies (TRV) | 0.1 | $659k | -15% | 3.8k | 173.79 |
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Bank of New York Mellon Corporation (BK) | 0.1 | $659k | 15k | 44.52 |
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Realty Income (O) | 0.1 | $651k | -6% | 11k | 59.76 |
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Franklin Electric (FELE) | 0.1 | $648k | +19% | 6.3k | 102.97 |
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Phillips 66 (PSX) | 0.1 | $641k | 6.7k | 95.43 |
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Colgate-Palmolive Company (CL) | 0.1 | $637k | -21% | 8.3k | 77.07 |
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Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $637k | -3% | 6.5k | 97.67 |
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Abbott Laboratories (ABT) | 0.1 | $633k | +72% | 5.8k | 109.03 |
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J&J Snack Foods (JJSF) | 0.1 | $628k | +19% | 4.0k | 158.39 |
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Gilead Sciences (GILD) | 0.1 | $616k | +13% | 8.0k | 77.08 |
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Hamilton Lane Cl A (HLNE) | 0.1 | $616k | +21% | 7.7k | 80.03 |
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LeMaitre Vascular (LMAT) | 0.1 | $609k | -38% | 9.1k | 67.27 |
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Digi International (DGII) | 0.1 | $607k | NEW | 15k | 39.39 |
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Rli (RLI) | 0.1 | $605k | +20% | 4.4k | 136.57 |
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Instructure Hldgs (INST) | 0.1 | $597k | NEW | 24k | 25.15 |
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Healthcare Services (HCSG) | 0.1 | $597k | NEW | 40k | 14.93 |
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Us Bancorp Del Com New (USB) | 0.0 | $580k | 18k | 33.05 |
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Texas Roadhouse (TXRH) | 0.0 | $576k | +21% | 5.1k | 112.37 |
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Fifth Third Ban (FITB) | 0.0 | $570k | +55% | 22k | 26.22 |
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Insperity (NSP) | 0.0 | $569k | +22% | 4.8k | 118.91 |
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Netflix (NFLX) | 0.0 | $567k | -44% | 1.3k | 440.22 |
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Verizon Communications (VZ) | 0.0 | $560k | 15k | 37.19 |
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Itt (ITT) | 0.0 | $550k | 5.9k | 93.22 |
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Marten Transport (MRTN) | 0.0 | $548k | +21% | 26k | 21.52 |
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Thermo Fisher Scientific (TMO) | 0.0 | $541k | +31% | 1.0k | 522.20 |
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Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $527k | 13k | 41.76 |
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Flowers Foods (FLO) | 0.0 | $520k | +22% | 21k | 24.88 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $520k | -8% | 4.9k | 106.04 |
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Addus Homecare Corp (ADUS) | 0.0 | $520k | -41% | 5.6k | 92.77 |
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Marvell Technology (MRVL) | 0.0 | $519k | NEW | 8.7k | 59.83 |
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Southern Company (SO) | 0.0 | $513k | +3% | 7.3k | 70.25 |
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Brp Group Com Cl A (BRP) | 0.0 | $509k | +26% | 21k | 24.77 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $509k | 7.2k | 70.48 |
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Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $483k | -5% | 4.9k | 98.05 |
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Activision Blizzard (ATVI) | 0.0 | $482k | +72% | 5.7k | 84.35 |
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Canadian Natural Resources (CNQ) | 0.0 | $481k | +30% | 8.5k | 56.30 |
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Timken Company (TKR) | 0.0 | $479k | +2% | 5.2k | 91.52 |
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BorgWarner (BWA) | 0.0 | $470k | 9.6k | 48.96 |
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Mercury Computer Systems (MRCY) | 0.0 | $468k | +45% | 14k | 34.59 |
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Intel Corporation (INTC) | 0.0 | $466k | -43% | 14k | 33.44 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $457k | +6% | 6.3k | 72.56 |
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Kimberly-Clark Corporation (KMB) | 0.0 | $455k | -13% | 3.3k | 138.13 |
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Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $450k | 9.0k | 50.10 |
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Shockwave Med (SWAV) | 0.0 | $444k | -39% | 1.6k | 285.35 |
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4068594 Enphase Energy (ENPH) | 0.0 | $443k | NEW | 2.6k | 167.30 |
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Vanguard World Fds Utilities Etf (VPU) | 0.0 | $438k | -19% | 3.1k | 142.25 |
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Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $438k | -15% | 17k | 26.30 |
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CVS Caremark Corporation (CVS) | 0.0 | $435k | -26% | 6.3k | 69.16 |
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PNC Financial Services (PNC) | 0.0 | $423k | +16% | 3.4k | 125.82 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $423k | +8% | 14k | 30.96 |
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TJX Companies (TJX) | 0.0 | $417k | NEW | 4.9k | 84.79 |
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American Electric Power Company (AEP) | 0.0 | $411k | +114% | 4.9k | 84.29 |
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Target Corporation (TGT) | 0.0 | $399k | -2% | 3.0k | 132.03 |
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3M Company (MMM) | 0.0 | $398k | -97% | 4.0k | 100.05 |
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Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $397k | 11k | 35.95 |
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Hewlett Packard Enterprise (HPE) | 0.0 | $394k | 23k | 16.81 |
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The Trade Desk Com Cl A (TTD) | 0.0 | $392k | +5% | 5.1k | 77.32 |
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Hp (HPQ) | 0.0 | $385k | 13k | 30.75 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $382k | +2% | 1.7k | 220.05 |
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Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $381k | -15% | 27k | 13.89 |
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Intra Cellular Therapies (ITCI) | 0.0 | $380k | -6% | 6.0k | 63.33 |
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Honeywell International (HON) | 0.0 | $373k | +8% | 1.8k | 207.45 |
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Essex Property Trust (ESS) | 0.0 | $372k | 1.6k | 233.96 |
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Chegg (CHGG) | 0.0 | $364k | 41k | 8.88 |
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Clean Harbors (CLH) | 0.0 | $363k | +15% | 2.2k | 164.63 |
|
Array Technologies Com Shs (ARRY) | 0.0 | $350k | NEW | 16k | 22.58 |
|
Clorox Company (CLX) | 0.0 | $348k | -91% | 2.2k | 159.12 |
|
Huntington Bancshares Incorporated (HBAN) | 0.0 | $339k | 31k | 10.79 |
|
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Sierra Ban (BSRR) | 0.0 | $339k | NEW | 20k | 16.95 |
|
Bank of America Corporation (BAC) | 0.0 | $339k | -75% | 12k | 28.71 |
|
Discover Financial Services (DFS) | 0.0 | $337k | NEW | 2.9k | 116.93 |
|
Bristol Myers Squibb (BMY) | 0.0 | $335k | -37% | 5.2k | 63.93 |
|
Mastercard Incorporated Cl A (MA) | 0.0 | $335k | NEW | 853.00 | 392.73 |
|
United Parcel Service CL B (UPS) | 0.0 | $334k | NEW | 1.9k | 178.99 |
|
Hca Holdings (HCA) | 0.0 | $333k | NEW | 1.1k | 303.28 |
|
Nuveen Build Amer Bd (NBB) | 0.0 | $332k | -11% | 21k | 15.71 |
|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $331k | 2.0k | 163.46 |
|
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S&p Global (SPGI) | 0.0 | $331k | NEW | 826.00 | 400.73 |
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $327k | -5% | 2.9k | 113.15 |
|
General Electric Com New (GE) | 0.0 | $325k | 3.0k | 109.76 |
|
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Altria (MO) | 0.0 | $324k | 7.1k | 45.35 |
|
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Northwest Bancshares (NWBI) | 0.0 | $313k | 30k | 10.61 |
|
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SYSCO Corporation (SYY) | 0.0 | $313k | -4% | 4.2k | 74.31 |
|
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $310k | +43% | 3.8k | 81.13 |
|
Ishares U S Etf Tr Blackrock Short (MEAR) | 0.0 | $309k | 6.2k | 49.84 |
|
|
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $308k | -11% | 6.1k | 50.87 |
|
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $305k | 4.2k | 72.97 |
|
|
First Tr Value Line Divid In SHS (FVD) | 0.0 | $305k | 7.6k | 40.09 |
|
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $304k | 5.6k | 54.49 |
|
|
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $300k | +7% | 9.2k | 32.50 |
|
Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $295k | 5.7k | 51.53 |
|
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Cloudflare Cl A Com (NET) | 0.0 | $295k | +8% | 4.5k | 65.32 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $287k | 3.8k | 75.05 |
|
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $287k | 3.6k | 79.09 |
|
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $283k | -7% | 2.7k | 102.98 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $282k | NEW | 5.1k | 55.25 |
|
Uber Technologies (UBER) | 0.0 | $282k | 6.5k | 43.19 |
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T. Rowe Price (TROW) | 0.0 | $282k | NEW | 2.5k | 112.17 |
|
Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $281k | +3% | 15k | 18.88 |
|
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $279k | 987.00 | 282.67 |
|
|
Cme (CME) | 0.0 | $278k | NEW | 1.5k | 185.33 |
|
Diamondback Energy (FANG) | 0.0 | $277k | NEW | 2.1k | 131.47 |
|
Medtronic SHS (MDT) | 0.0 | $273k | -92% | 3.1k | 87.98 |
|
Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $273k | 24k | 11.55 |
|
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Ishares Tr Msci India Etf (INDA) | 0.0 | $272k | -5% | 6.2k | 43.69 |
|
PPL Corporation (PPL) | 0.0 | $269k | -5% | 10k | 26.43 |
|
Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $267k | 12k | 22.71 |
|
|
First Horizon National Corporation (FHN) | 0.0 | $266k | +9% | 24k | 11.27 |
|
Ares Capital Corporation (ARCC) | 0.0 | $262k | NEW | 14k | 18.76 |
|
National Retail Properties (NNN) | 0.0 | $261k | NEW | 6.1k | 42.87 |
|
Wp Carey (WPC) | 0.0 | $260k | -4% | 3.8k | 67.55 |
|
Vanguard Index Fds Value Etf (VTV) | 0.0 | $253k | 1.8k | 142.13 |
|
|
At&t (T) | 0.0 | $250k | -14% | 16k | 15.96 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $247k | NEW | 3.4k | 72.58 |
|
Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $243k | +4% | 4.8k | 50.40 |
|
Ishares Tr National Mun Etf (MUB) | 0.0 | $243k | 2.3k | 106.58 |
|
|
Shopify Cl A (SHOP) | 0.0 | $243k | NEW | 3.8k | 64.54 |
|
Williams Companies (WMB) | 0.0 | $242k | NEW | 7.4k | 32.66 |
|
Dutch Bros Cl A (BROS) | 0.0 | $241k | +18% | 8.5k | 28.42 |
|
Stryker Corporation (SYK) | 0.0 | $237k | 777.00 | 305.02 |
|
|
Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $236k | 2.8k | 84.17 |
|
|
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $236k | +2% | 2.5k | 93.76 |
|
Welltower Inc Com reit (WELL) | 0.0 | $235k | 2.9k | 81.03 |
|
|
Applied Materials (AMAT) | 0.0 | $235k | -98% | 1.6k | 144.26 |
|
Select Sector Spdr Tr Technology (XLK) | 0.0 | $233k | -15% | 1.3k | 173.49 |
|
Select Sector Spdr Tr Energy (XLE) | 0.0 | $233k | 2.9k | 81.16 |
|
|
Nike CL B (NKE) | 0.0 | $232k | -85% | 2.1k | 110.37 |
|
Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $229k | 4.2k | 54.34 |
|
|
Chubb (CB) | 0.0 | $225k | -3% | 1.2k | 192.80 |
|
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $222k | 9.3k | 23.96 |
|
|
Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $222k | 3.6k | 61.04 |
|
|
Allstate Corporation (ALL) | 0.0 | $219k | 2.0k | 109.01 |
|
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $217k | 17k | 12.68 |
|
|
Lululemon Athletica (LULU) | 0.0 | $215k | -8% | 568.00 | 378.52 |
|
Church & Dwight (CHD) | 0.0 | $214k | NEW | 2.1k | 100.00 |
|
Keysight Technologies (KEYS) | 0.0 | $213k | 1.3k | 167.19 |
|
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Illinois Tool Works (ITW) | 0.0 | $211k | 843.00 | 250.30 |
|
|
Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $209k | 7.1k | 29.49 |
|
|
Avangrid (AGR) | 0.0 | $204k | NEW | 5.4k | 37.76 |
|
Ingersoll Rand (IR) | 0.0 | $201k | NEW | 3.1k | 65.43 |
|
American Axle & Manufact. Holdings (AXL) | 0.0 | $184k | -28% | 22k | 8.27 |
|
Smith & Wesson Brands (SWBI) | 0.0 | $174k | -13% | 13k | 13.05 |
|
Nuveen Mun High Income Opp F (NMZ) | 0.0 | $165k | 16k | 10.54 |
|
|
Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $139k | 10k | 13.53 |
|
|
Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $130k | -32% | 28k | 4.74 |
|
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $115k | 15k | 7.90 |
|
|
Valley National Ban (VLY) | 0.0 | $91k | 12k | 7.71 |
|
|
Xeris Pharmaceuticals (XERS) | 0.0 | $47k | -11% | 18k | 2.61 |
|
The Lion Electric Company Common Stock (LEV) | 0.0 | $21k | NEW | 12k | 1.83 |
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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 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
- Van Hulzen Asset Management 2021 Q1 filed May 12, 2021
- Van Hulzen Asset Management 2020 Q4 filed Feb. 16, 2021
- Van Hulzen Asset Management 2020 Q3 filed Nov. 3, 2020
- Van Hulzen Asset Management 2020 Q2 filed Aug. 11, 2020
- Van Hulzen Asset Management 2020 Q1 filed May 14, 2020
- Van Hulzen Asset Management 2019 Q4 filed Feb. 12, 2020
- Van Hulzen Asset Management 2019 Q3 filed Oct. 30, 2019