Van Hulzen Asset Management, LLC Q1 2024 Filing

Filed May 6, 2024

Portfolio Value

$1.5T

Holdings

320

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (320 positions)

StockValue
BMYBRISTOL-MYERS SQUIBB CO
$292.0M
VTVVANGUARD INDEX FDS
$291.0M
XNCMXNUVEEN CALIFORNIA AMT QLT MU
$288.0M
FLOTISHARES TR
$287.0M
HONHONEYWELL INTL INC
$286.0M
SYLDCAMBRIA ETF TR
$286.0M
GTXGARRETT MOTION INC
$277.0M
ESGDISHARES TR
$272.0M
ETENERGY TRANSFER L P
$269.0M
TOTLSSGA ACTIVE ETF TR
$268.0M
LCTUBLACKROCK ETF TRUST
$265.0M
SUSAISHARES TR
$264.0M
BSRRSIERRA BANCORP
$263.0M
AQLTISHARES TR
$257.0M
ENPHENPHASE ENERGY INC
$255.0M
WTTRSELECT WATER SOLUTIONS INC
$254.0M
MEARISHARES U S ETF TR
$251.0M
HRHEALTHCARE RLTY TR
$250.0M
XLESELECT SECTOR SPDR TR
$250.0M
LINLINDE PLC
$250.0M
MOALTRIA GROUP INC
$242.0M
SHOPSHOPIFY INC
$240.0M
FTAIFTAI AVIATION LTD
$236.0M
IIPRINNOVATIVE INDL PPTYS INC
$236.0M
SCHASCHWAB STRATEGIC TR
$234.0M
VUGVANGUARD INDEX FDS
$233.0M
VBVANGUARD INDEX FDS
$233.0M
SRESEMPRA
$230.0M
KLACKLA CORP
$228.0M
ELANELANCO ANIMAL HEALTH INC
$228.0M
BNDVANGUARD BD INDEX FDS
$223.0M
ITWILLINOIS TOOL WKS INC
$222.0M
CLXCLOROX CO DEL
$219.0M
4I1PHILIP MORRIS INTL INC
$214.0M
MMM3M CO
$211.0M
IWVISHARES TR
$209.0M
MCXMCCORMICK & CO INC
$209.0M
DUSBDIMENSIONAL ETF TRUST
$202.0M
CHDCHURCH & DWIGHT CO INC
$200.0M
SWSSMITH & WESSON BRANDS INC
$188.0M
NBBNUVEEN TAXABLE MUNICPAL INM
$185.0M
CCLCARNIVAL CORP
$165.0M
NMZNUVEEN MUN HIGH INCOME OPPOR
$165.0M
BCSFBAIN CAP SPECIALTY FIN INC
$161.0M
CNHICNH INDL N V
$159.0M
XEXGXEATON VANCE TAX-MANAGED GLOB
$119.0M
FSCOFS CREDIT OPPORTUNITIES CORP
$112.0M
VLYVALLEY NATL BANCORP
$94.0M
FIPFTAI INFRASTRUCTURE INC
$94.0M
CHPTCHARGEPOINT HOLDINGS INC
$77.0M
AYS1SANDSTORM GOLD LTD
$53.0M
NYCBEURNEW YORK CMNTY BANCORP INC
$48.0M
XERSXERIS BIOPHARMA HOLDINGS INC
$40.0M
AAPLAPPLE INC
$90K
MSFTMICROSOFT CORP
$78K
BBYBEST BUY INC
$59K
GOOGLALPHABET INC
$47K
ABBVABBVIE INC
$35K
IBMINTERNATIONAL BUSINESS MACHS
$34K
MCDMCDONALDS CORP
$32K
ETNEATON CORP PLC
$31K
HSYHERSHEY CO
$29K
JNJJOHNSON & JOHNSON
$27K
MRKMERCK & CO INC
$27K
AMZNAMAZON COM INC
$26K
AJGGALLAGHER ARTHUR J & CO
$25K
CSCOCISCO SYS INC
$24K
AVGOBROADCOM INC
$22K
QUALISHARES TR
$21K
VVISA INC
$21K
DHRDANAHER CORPORATION
$21K
XOMEXXON MOBIL CORP
$20K
ADPAUTOMATIC DATA PROCESSING IN
$20K
CMCSACOMCAST CORP NEW
$19K
DISDISNEY WALT CO
$18K
METAMETA PLATFORMS INC
$18K
KOCOCA COLA CO
$17K
IVVISHARES TR
$17K
NVDANVIDIA CORPORATION
$17K
ESGUISHARES TR
$16K
ORCLORACLE CORP
$16K
PEOEXELON CORP
$16K
FBTCFIDELITY WISE ORIGIN BITCOIN
$15K
AONAON PLC
$15K
ROPROPER TECHNOLOGIES INC
$15K
LOWLOWES COS INC
$14K
SHELSHELL PLC
$13K
JPMJPMORGAN CHASE & CO
$13K
MDLZMONDELEZ INTL INC
$13K
KMIKINDER MORGAN INC DEL
$13K
QCOMQUALCOMM INC
$13K
TSLATESLA INC
$13K
ADBEADOBE INC
$12K
LMTLOCKHEED MARTIN CORP
$12K
UNHUNITEDHEALTH GROUP INC
$12K
SHYISHARES TR
$11K
ABGCENCORA INC
$11K
IAU*ISHARES GOLD TR
$11K
AGGISHARES TR
$11K
DEDEERE & CO
$10K
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