Van Hulzen Asset Management, LLC Q1 2019 Filing

Filed May 1, 2019

Portfolio Value

$371.4B

Holdings

235

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (235 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
123,147$23.4B6.30%
2
JNJJOHNSON & JOHNSON
96,735$13.5B3.64%
3
DISDISNEY WALT CO
100,814$11.2B3.01%
4
HDHOME DEPOT INC
54,307$10.4B2.81%
5
KMBKIMBERLY CLARK CORP
73,483$9.1B2.45%
6
XOMEXXON MOBIL CORP
112,248$9.1B2.44%
7
MOALTRIA GROUP INC
141,827$8.1B2.19%
8
NTRSNORTHERN TR CORP
87,030$7.9B2.12%
9
CVSCVS HEALTH CORP
144,629$7.8B2.10%
10
OMCOMNICOM GROUP INC
104,854$7.7B2.06%
11
KELKELLOGG CO
133,232$7.6B2.06%
12
IBMINTERNATIONAL BUSINESS MACHS
53,586$7.6B2.04%
13
CLCOLGATE PALMOLIVE CO
109,852$7.5B2.03%
14
ACNACCENTURE PLC IRELAND
41,347$7.3B1.96%
15
INTCINTEL CORP
130,865$7.0B1.89%
16
METAFACEBOOK INC
41,594$6.9B1.87%
17
PFEPFIZER INC
158,165$6.7B1.81%
18
LYBLYONDELLBASELL INDUSTRIES N
79,031$6.6B1.79%
19
USBUS BANCORP DEL
134,654$6.5B1.75%
20
BILSPDR SER TR
69,168$6.3B1.71%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
29,845$6.0B1.61%
22
PPLPPL CORP
180,057$5.7B1.54%
23
HASHASBRO INC
64,302$5.5B1.47%
24
OXYOCCIDENTAL PETE CORP DEL
80,159$5.3B1.43%
25
TDTORONTO DOMINION BK ONT
94,627$5.1B1.38%
26
AMZNAMAZON COM INC
2,817$5.0B1.35%
27
DDOMINION ENERGY INC
61,773$4.7B1.28%
28
DECKDECKERS OUTDOOR CORP
30,792$4.5B1.22%
29
IVVISHARES TR
13,829$3.9B1.06%
30
CVXCHEVRON CORP NEW
29,744$3.7B0.99%
31
JPMJPMORGAN CHASE & CO
32,906$3.3B0.90%
32
MSFTMICROSOFT CORP
27,763$3.3B0.88%
33
VGKVANGUARD INTL EQUITY INDEX F
59,504$3.2B0.86%
34
COSTCOSTCO WHSL CORP NEW
13,174$3.2B0.86%
35
MMM3M CO
13,596$2.8B0.76%
36
IWMISHARES TR
16,643$2.5B0.69%
37
ABBVABBVIE INC
31,353$2.5B0.68%
38
SPYSPDR S&P 500 ETF TR
8,905$2.5B0.68%
39
WFC 7.5 PERP LWELLS FARGO CO NEW
1,916$2.5B0.67%
40
VWOVANGUARD INTL EQUITY INDEX F
58,036$2.5B0.66%
41
CHGGCHEGG INC
58,000$2.2B0.60%
42
TSLATESLA INC
7,897$2.2B0.59%
43
VIGVANGUARD GROUP
19,670$2.2B0.58%
44
MINTPIMCO ETF TR
20,390$2.1B0.56%
45
IEVISHARES TR
47,439$2.1B0.55%
46
NVONOVO-NORDISK A S
39,350$2.1B0.55%
47
CSCOCISCO SYS INC
38,029$2.1B0.55%
48
GEGENERAL ELECTRIC CO
188,872$1.9B0.51%
49
IAUUSDISHARES GOLD TRUST
149,513$1.9B0.50%
50
VVISA INC
11,142$1.7B0.47%
51
PGPROCTER AND GAMBLE CO
16,375$1.7B0.46%
52
FLOTISHARES TR
33,100$1.7B0.45%
53
BABAALIBABA GROUP HLDG LTD
8,825$1.6B0.43%
54
DHRDANAHER CORP DEL
12,102$1.6B0.43%
55
LBEURL BRANDS INC
56,444$1.6B0.42%
56
BABOEING CO
4,077$1.6B0.42%
57
PEPPEPSICO INC
12,683$1.6B0.42%
58
IGSBISHARES TR
28,810$1.5B0.41%
59
IFFINTERNATIONAL FLAVORS&FRAGRA
11,605$1.5B0.40%
60
NACNUVEEN CA QUALTY MUN INCOME
107,715$1.5B0.40%
61
MRKMERCK & CO INC
16,120$1.3B0.36%
62
MPCMARATHON PETE CORP
22,094$1.3B0.36%
63
AWRAMERICAN STS WTR CO
18,352$1.3B0.35%
64
EPPISHARES INC
28,489$1.3B0.35%
65
DBLDOUBLELINE OPPORTUNISTIC CR
64,697$1.3B0.35%
66
IEMGISHARES INC
25,106$1.3B0.35%
67
GISGENERAL MLS INC
24,437$1.3B0.34%
68
SCHOSCHWAB STRATEGIC TR
22,209$1.1B0.30%
69
EXCHANGE LISTED FDS TR
33,693$1.1B0.30%
70
YUMYUM BRANDS INC
10,870$1.1B0.29%
71
MTUMISHARES TR
8,889$997.0M0.27%
72
STZCONSTELLATION BRANDS INC
5,634$988.0M0.27%
73
OREALTY INCOME CORP
13,352$982.0M0.26%
74
TAT&T INC
31,030$973.0M0.26%
75
ADBEADOBE INC
3,625$966.0M0.26%
76
CQPCHENIERE ENERGY PARTNERS LP
22,718$953.0M0.26%
77
GW PHARMACEUTICALS PLC
5,635$950.0M0.26%
78
PATTERN ENERGY GROUP INC
43,100$948.0M0.26%
79
NSCNORFOLK SOUTHERN CORP
4,984$931.0M0.25%
80
SOSOUTHERN CO
17,936$927.0M0.25%
81
MPTMEDICAL PPTYS TRUST INC
45,300$839.0M0.23%
82
VTIVANGUARD INDEX FDS
5,497$795.0M0.21%
83
ACWVISHARES INC
8,810$788.0M0.21%
84
WMTWALMART INC
8,070$787.0M0.21%
85
PETSPETMED EXPRESS INC
34,019$775.0M0.21%
86
BKBANK NEW YORK MELLON CORP
14,549$734.0M0.20%
87
KOCOCA COLA CO
15,306$717.0M0.19%
88
AWCAMERICAN WTR WKS CO INC NEW
6,831$712.0M0.19%
89
UNPUNION PAC CORP
4,213$704.0M0.19%
90
VOOVANGUARD INDEX FDS
2,597$674.0M0.18%
91
ITOTISHARES TR
10,129$652.0M0.18%
92
PBVPRESTIGE CONSMR HEALTHCARE I
21,097$631.0M0.17%
93
IFNINDIA FD INC
29,300$626.0M0.17%
94
SCHVSCHWAB STRATEGIC TR
11,211$614.0M0.17%
95
BACVERIZON COMMUNICATIONS INC
10,322$610.0M0.16%
96
FIVEFIVE BELOW INC
4,802$597.0M0.16%
97
CARBONITE INC
23,926$594.0M0.16%
98
IWFISHARES TR
3,850$583.0M0.16%
99
SCHASCHWAB STRATEGIC TR
8,202$574.0M0.15%
100
PRIMO WTR CORP
36,837$570.0M0.15%
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