Van Hulzen Asset Management, LLC Q1 2021 Filing

Filed May 12, 2021

Portfolio Value

$626.2B

Holdings

261

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (261 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
300,666$36.7B5.86%
2
AGGISHARES TR
225,186$25.6B4.09%
3
TSLATESLA INC
31,010$20.7B3.31%
4
BACVERIZON COMMUNICATIONS INC
247,325$14.4B2.30%
5
CSCOCISCO SYS INC
267,104$13.8B2.21%
6
LQDISHARES TR
103,038$13.4B2.14%
7
AQLTISHARES TR
503,065$13.2B2.10%
8
IGSBISHARES TR
221,201$12.1B1.93%
9
ESGUISHARES TR
132,973$12.1B1.93%
10
JNJJOHNSON & JOHNSON
70,973$11.7B1.86%
11
ABBVABBVIE INC
107,480$11.6B1.86%
12
MOALTRIA GROUP INC
225,349$11.5B1.84%
13
KMBKIMBERLY-CLARK CORP
80,285$11.2B1.78%
14
MSFTMICROSOFT CORP
47,206$11.1B1.78%
15
MMM3M CO
57,478$11.1B1.77%
16
VLUEISHARES TR
106,495$10.9B1.74%
17
DGDOLLAR GEN CORP NEW
53,292$10.8B1.72%
18
QUALISHARES TR
85,828$10.5B1.67%
19
CLXCLOROX CO DEL
48,159$9.3B1.48%
20
IGIBISHARES TR
155,422$9.2B1.47%
21
IVVISHARES TR
22,667$9.0B1.44%
22
EFVISHARES TR
171,594$8.7B1.40%
23
EBAEBAY INC.
138,665$8.5B1.36%
24
AMZNAMAZON COM INC
2,728$8.4B1.35%
25
MRSHMARSH & MCLENNAN COS INC
68,300$8.3B1.33%
26
GEGENERAL ELECTRIC CO
619,690$8.1B1.30%
27
XLKSELECT SECTOR SPDR TR
61,107$8.1B1.30%
28
ESGEISHARES INC
185,029$8.0B1.28%
29
MTUMISHARES TR
47,400$7.6B1.22%
30
PYPLPAYPAL HLDGS INC
30,889$7.5B1.20%
31
MRKMERCK & CO. INC
94,214$7.3B1.16%
32
GILDGILEAD SCIENCES INC
112,271$7.3B1.16%
33
ORCLORACLE CORP
102,447$7.2B1.15%
34
NEMNEWMONT CORP
112,050$6.8B1.08%
35
FQIDIGITAL RLTY TR INC
47,212$6.6B1.06%
36
CVXCHEVRON CORP NEW
63,362$6.6B1.06%
37
QCOMQUALCOMM INC
47,910$6.4B1.01%
38
DDOMINION ENERGY INC
81,800$6.2B0.99%
39
TRVCCITIGROUP INC
80,192$5.8B0.93%
40
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
72,969$5.7B0.91%
41
GOOGLALPHABET INC
2,695$5.6B0.89%
42
METAFACEBOOK INC
18,611$5.5B0.88%
43
USMVISHARES TR
76,102$5.3B0.84%
44
BRK/BBERKSHIRE HATHAWAY INC DEL
19,695$5.0B0.80%
45
EFGISHARES TR
50,051$5.0B0.80%
46
SPYSPDR S&P 500 ETF TR
11,532$4.6B0.73%
47
AMGNAMGEN INC
17,928$4.5B0.71%
48
COSTCOSTCO WHSL CORP NEW
12,096$4.3B0.68%
49
DECKDECKERS OUTDOOR CORP
11,716$3.9B0.62%
50
CHGGCHEGG INC
44,000$3.8B0.60%
51
BHPBHP GROUP LTD
53,700$3.7B0.60%
52
DYHTARGET CORP
17,693$3.5B0.56%
53
LRCXEURLAM RESEARCH CORP
5,810$3.5B0.55%
54
SHYISHARES TR
38,329$3.3B0.53%
55
DOWDOW INC
51,100$3.3B0.52%
56
STZCONSTELLATION BRANDS INC
13,972$3.2B0.51%
57
SIZEISHARES TR
26,203$3.1B0.50%
58
STLDSTEEL DYNAMICS INC
60,969$3.1B0.49%
59
BILSPDR SER TR
33,699$3.1B0.49%
60
IJRISHARES TR
25,005$2.7B0.43%
61
NEARISHARES U S ETF TR
53,132$2.7B0.43%
62
NVONOVO-NORDISK A S
38,050$2.6B0.41%
63
INTCINTEL CORP
35,213$2.3B0.36%
64
TLTISHARES TR
16,465$2.2B0.36%
65
NVDANVIDIA CORPORATION
3,946$2.1B0.34%
66
IAUUSDISHARES GOLD TR
125,082$2.0B0.32%
67
PGPROCTER AND GAMBLE CO
14,801$2.0B0.32%
68
VIGVANGUARD SPECIALIZED FUNDS
13,363$2.0B0.31%
69
WECWEC ENERGY GROUP INC
20,110$1.9B0.30%
70
DHRDANAHER CORPORATION
8,247$1.9B0.30%
71
NTRSNORTHERN TR CORP
17,517$1.8B0.29%
72
ICEINTERCONTINENTAL EXCHANGE IN
16,302$1.8B0.29%
73
DISDISNEY WALT CO
9,657$1.8B0.28%
74
KMIKINDER MORGAN INC DEL
106,868$1.8B0.28%
75
ETNEATON CORP PLC
11,895$1.6B0.26%
76
ILMNILLUMINA INC
3,805$1.5B0.23%
77
UNHUNITEDHEALTH GROUP INC
3,652$1.4B0.22%
78
VVISA INC
6,119$1.3B0.21%
79
AWRAMER STATES WTR CO
16,341$1.2B0.20%
80
TIPISHARES TR
9,750$1.2B0.20%
81
ROPROPER TECHNOLOGIES INC
2,935$1.2B0.19%
82
GW PHARMACEUTICALS PLC
5,240$1.1B0.18%
83
KOCOCA COLA CO
20,988$1.1B0.18%
84
GQ9SPDR GOLD TR
6,553$1.0B0.17%
85
IIPRINNOVATIVE INDL PPTYS INC
5,761$1.0B0.17%
86
NACNUVEEN CA QUALTY MUN INCOME
68,688$1.0B0.16%
87
MPTMEDICAL PPTYS TRUST INC
47,735$1.0B0.16%
88
CEF/USPROTT PHYSICAL GOLD & SILVE
55,303$961.0M0.15%
89
JPMJPMORGAN CHASE & CO
6,232$949.0M0.15%
90
XOMEXXON MOBIL CORP
16,755$935.0M0.15%
91
CRBNISHARES TR
5,673$886.0M0.14%
92
TAT&T INC
29,184$883.0M0.14%
93
OREALTY INCOME CORP
13,600$864.0M0.14%
94
EUSBISHARES TR
17,588$862.0M0.14%
95
PFEPFIZER INC
23,675$858.0M0.14%
96
HDHOME DEPOT INC
2,786$850.0M0.14%
97
WMWASTE MGMT INC DEL
6,438$831.0M0.13%
98
PEPPEPSICO INC
5,860$829.0M0.13%
99
YUMYUM BRANDS INC
7,613$824.0M0.13%
100
FIVEFIVE BELOW INC
4,286$818.0M0.13%
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