Van Hulzen Asset Management, LLC Q1 2022 Filing

Filed May 20, 2022

Portfolio Value

$943.3B

Holdings

308

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (308 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
323,002$56.4B5.98%
2
MSFTMICROSOFT CORP
103,395$31.9B3.38%
3
ABBVABBVIE INC
188,571$30.6B3.24%
4
AGGISHARES TR
283,182$30.3B3.22%
5
TSLATESLA INC
24,945$26.9B2.85%
6
ICEINTERCONTINENTAL EXCHANGE IN
185,127$24.5B2.59%
7
BACVERIZON COMMUNICATIONS INC
453,642$23.1B2.45%
8
CSCOCISCO SYS INC
372,466$20.8B2.20%
9
VRTXVERTEX PHARMACEUTICALS INC
77,300$20.2B2.14%
10
ESGUISHARES TR
184,188$18.7B1.98%
11
MOALTRIA GROUP INC
349,716$18.3B1.94%
12
KMBKIMBERLY-CLARK CORP
125,611$15.5B1.64%
13
MMM3M CO
102,671$15.3B1.62%
14
XLKSELECT SECTOR SPDR TR
95,407$15.2B1.61%
15
ORCLORACLE CORP
183,201$15.2B1.61%
16
DRIDARDEN RESTAURANTS INC
105,527$14.0B1.49%
17
GOOGLALPHABET INC
5,033$14.0B1.48%
18
LQDISHARES TR
112,620$13.6B1.44%
19
IVVISHARES TR
29,624$13.4B1.42%
20
DDOMINION ENERGY INC
156,706$13.3B1.41%
21
MRKMERCK & CO INC
160,577$13.2B1.40%
22
AMZNAMAZON COM INC
3,993$13.0B1.38%
23
METAMETA PLATFORMS INC
57,541$12.8B1.36%
24
WMTWALMART INC
84,300$12.6B1.33%
25
QUALISHARES TR
85,048$11.4B1.21%
26
GEGENERAL ELECTRIC CO
118,780$10.9B1.15%
27
VLUEISHARES TR
100,978$10.6B1.12%
28
DEDEERE & CO
24,910$10.3B1.10%
29
EFVISHARES TR
205,012$10.3B1.09%
30
IGSBISHARES TR
198,086$10.2B1.09%
31
BACBK OF AMERICA CORP
219,381$9.0B0.96%
32
HDHOME DEPOT INC
29,620$8.9B0.94%
33
KMIKINDER MORGAN INC DEL
466,908$8.8B0.94%
34
DOWDOW INC
133,929$8.5B0.90%
35
TIPISHARES TR
68,082$8.5B0.90%
36
IGIBISHARES TR
147,611$8.1B0.86%
37
MTUMISHARES TR
47,409$8.0B0.85%
38
BBYBEST BUY INC
85,500$7.8B0.82%
39
TXNTEXAS INSTRS INC
42,050$7.7B0.82%
40
NFLXNETFLIX INC
20,503$7.7B0.81%
41
JPMJPMORGAN CHASE & CO
56,303$7.7B0.81%
42
GQ9SPDR GOLD TR
41,409$7.5B0.79%
43
BRK/BBERKSHIRE HATHAWAY INC DEL
20,443$7.2B0.76%
44
COMTISHARES U S ETF TR
173,492$6.9B0.74%
45
EBAEBAY INC.
121,267$6.9B0.74%
46
AQLTISHARES TR
272,342$6.8B0.72%
47
COSTCOSTCO WHSL CORP NEW
11,543$6.6B0.70%
48
QCOMQUALCOMM INC
42,962$6.6B0.70%
49
USMVISHARES TR
82,832$6.4B0.68%
50
SPYSPDR S&P 500 ETF TR
13,987$6.3B0.67%
51
ESGEISHARES INC
153,024$5.6B0.60%
52
NVDANVIDIA CORPORATION
19,746$5.4B0.57%
53
EFGISHARES TR
55,401$5.3B0.57%
54
ADBEADOBE SYSTEMS INCORPORATED
11,406$5.2B0.55%
55
VVISA INC
22,770$5.0B0.54%
56
JNJJOHNSON & JOHNSON
28,121$5.0B0.53%
57
CRMSALESFORCE COM INC
22,582$4.8B0.51%
58
BRK-BBERKSHIRE HATHAWAY INC DEL
9$4.8B0.50%
59
SIZEISHARES TR
35,320$4.6B0.49%
60
NEARISHARES U S ETF TR
88,648$4.4B0.47%
61
EWEDWARDS LIFESCIENCES CORP
36,700$4.3B0.46%
62
CLXCLOROX CO DEL
30,385$4.2B0.45%
63
NVONOVO-NORDISK A S
36,600$4.1B0.43%
64
IAU*ISHARES GOLD TR
108,389$4.0B0.42%
65
CVXCHEVRON CORP NEW
23,770$3.9B0.41%
66
PYPLPAYPAL HLDGS INC
31,830$3.7B0.39%
67
CSXCSX CORP
93,000$3.5B0.37%
68
STLDSTEEL DYNAMICS INC
41,293$3.4B0.37%
69
SBUXSTARBUCKS CORP
34,557$3.1B0.33%
70
LRCXEURLAM RESEARCH CORP
5,771$3.1B0.33%
71
MAMASTERCARD INCORPORATED
8,681$3.1B0.33%
72
IJRISHARES TR
28,497$3.1B0.33%
73
DECKDECKERS OUTDOOR CORP
11,216$3.1B0.33%
74
CMCSACOMCAST CORP NEW
63,676$3.0B0.32%
75
GDGENERAL DYNAMICS CORP
11,747$2.8B0.30%
76
DHRDANAHER CORPORATION
9,594$2.8B0.30%
77
RTXRAYTHEON TECHNOLOGIES CORP
24,568$2.4B0.26%
78
AMGNAMGEN INC
9,978$2.4B0.26%
79
PGPROCTER AND GAMBLE CO
14,635$2.2B0.24%
80
VIGVANGUARD SPECIALIZED FUNDS
13,646$2.2B0.23%
81
STZCONSTELLATION BRANDS INC
9,401$2.2B0.23%
82
NTRSNORTHERN TR CORP
18,492$2.2B0.23%
83
ILMNILLUMINA INC
6,137$2.1B0.23%
84
TLTISHARES TR
16,088$2.1B0.23%
85
UNHUNITEDHEALTH GROUP INC
4,018$2.0B0.22%
86
SHYISHARES TR
24,130$2.0B0.21%
87
AVGOBROADCOM INC
3,065$1.9B0.20%
88
AWCAMERICAN WTR WKS CO INC NEW
10,833$1.8B0.19%
89
ROPROPER TECHNOLOGIES INC
3,776$1.8B0.19%
90
EUSBISHARES TR
37,910$1.8B0.19%
91
INTCINTEL CORP
35,373$1.8B0.19%
92
WFC 7.5 PERP LWELLS FARGO CO NEW
1,309$1.7B0.18%
93
XOMEXXON MOBIL CORP
20,935$1.7B0.18%
94
IRINGERSOLL RAND INC
34,298$1.7B0.18%
95
DOCUDOCUSIGN INC
15,505$1.7B0.18%
96
WCNWASTE CONNECTIONS INC
11,572$1.6B0.17%
97
CHGGCHEGG INC
42,000$1.5B0.16%
98
AWRAMER STATES WTR CO
16,246$1.4B0.15%
99
DISDISNEY WALT CO
9,681$1.3B0.14%
100
ENPHENPHASE ENERGY INC
6,560$1.3B0.14%
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