Van Hulzen Asset Management, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.1T
Holdings
312
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (312 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 353,028 | $78.4B | 7.15% | |
| 2 | MSFTMICROSOFT CORP | 107,336 | $40.3B | 3.68% | |
| 3 | CSCOCISCO SYS INC | 511,193 | $31.5B | 2.88% | |
| 4 | IBMINTERNATIONAL BUSINESS MACHS | 113,886 | $28.3B | 2.58% | |
| 5 | AJGGALLAGHER ARTHUR J & CO | 79,117 | $27.3B | 2.49% | |
| 6 | GOOGLALPHABET INC | 163,493 | $25.3B | 2.31% | |
| 7 | MCDMCDONALDS CORP | 77,463 | $24.2B | 2.21% | |
| 8 | TSLATESLA INC | 87,229 | $22.6B | 2.06% | |
| 9 | QUALISHARES TR | 127,378 | $21.8B | 1.99% | |
| 10 | ADPAUTOMATIC DATA PROCESSING IN | 65,498 | $20.0B | 1.83% | |
| 11 | JNJJOHNSON & JOHNSON | 118,842 | $19.7B | 1.80% | |
| 12 | FBTCFIDELITY WISE ORIGIN BITCOIN | 261,497 | $18.8B | 1.72% | |
| 13 | IVVISHARES TR | 30,856 | $17.3B | 1.58% | |
| 14 | METAMETA PLATFORMS INC | 27,353 | $15.8B | 1.44% | |
| 15 | PGPROCTER AND GAMBLE CO | 91,399 | $15.6B | 1.42% | |
| 16 | XOMEXXON MOBIL CORP | 128,407 | $15.3B | 1.39% | |
| 17 | BDXBECTON DICKINSON & CO | 63,836 | $14.6B | 1.33% | |
| 18 | IAU*ISHARES GOLD TR | 247,315 | $14.6B | 1.33% | |
| 19 | AVGOBROADCOM INC | 86,871 | $14.5B | 1.33% | |
| 20 | KOCOCA COLA CO | 197,650 | $14.2B | 1.29% | |
| 21 | ETNEATON CORP PLC | 51,910 | $14.1B | 1.29% | |
| 22 | ORCLORACLE CORP | 98,770 | $13.8B | 1.26% | |
| 23 | SHELSHELL PLC | 181,830 | $13.3B | 1.22% | |
| 24 | DHRDANAHER CORPORATION | 63,270 | $13.0B | 1.18% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 24,247 | $12.9B | 1.18% | |
| 26 | AMZNAMAZON COM INC | 66,640 | $12.7B | 1.16% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 12,412 | $11.7B | 1.07% | |
| 28 | NVDANVIDIA CORPORATION | 108,306 | $11.7B | 1.07% | |
| 29 | JPMJPMORGAN CHASE & CO. | 47,059 | $11.5B | 1.05% | |
| 30 | PEOEXELON CORP | 250,215 | $11.5B | 1.05% | |
| 31 | AGGISHARES TR | 111,723 | $11.1B | 1.01% | |
| 32 | MDLZMONDELEZ INTL INC | 157,709 | $10.7B | 0.98% | |
| 33 | ESGUISHARES TR | 87,000 | $10.6B | 0.97% | |
| 34 | BINCBLACKROCK ETF TRUST II | 199,473 | $10.4B | 0.95% | |
| 35 | SPYSPDR S&P 500 ETF TR | 18,465 | $10.3B | 0.94% | |
| 36 | CBCHUBB LIMITED | 32,252 | $9.7B | 0.89% | |
| 37 | QCOMQUALCOMM INC | 61,404 | $9.4B | 0.86% | |
| 38 | DISDISNEY WALT CO | 93,510 | $9.2B | 0.84% | |
| 39 | SLBSCHLUMBERGER LTD | 219,222 | $9.2B | 0.84% | |
| 40 | ABBVABBVIE INC | 42,778 | $9.0B | 0.82% | |
| 41 | DYNFBLACKROCK ETF TRUST | 180,291 | $8.8B | 0.80% | |
| 42 | GQ9SPDR GOLD TR | 30,327 | $8.7B | 0.80% | |
| 43 | EFVISHARES TR | 145,156 | $8.6B | 0.78% | |
| 44 | USMVISHARES TR | 89,716 | $8.4B | 0.77% | |
| 45 | TFLOISHARES TR | 163,333 | $8.3B | 0.75% | |
| 46 | SHYISHARES TR | 96,645 | $8.0B | 0.73% | |
| 47 | VVISA INC | 21,886 | $7.7B | 0.70% | |
| 48 | BRK-BBERKSHIRE HATHAWAY INC DEL | 9 | $7.2B | 0.66% | |
| 49 | EFGISHARES TR | 70,349 | $7.0B | 0.64% | |
| 50 | ITWILLINOIS TOOL WKS INC | 27,464 | $6.8B | 0.62% | |
| 51 | ROPROPER TECHNOLOGIES INC | 10,712 | $6.3B | 0.58% | |
| 52 | OEFISHARES TR | 21,013 | $5.7B | 0.52% | |
| 53 | NKENIKE INC | 88,504 | $5.6B | 0.51% | |
| 54 | ADBEADOBE INC | 14,435 | $5.5B | 0.51% | |
| 55 | GBTCGRAYSCALE BITCOIN TRUST ETF | 84,201 | $5.5B | 0.50% | |
| 56 | NVONOVO-NORDISK A S | 72,190 | $5.0B | 0.46% | |
| 57 | TLHISHARES TR | 47,265 | $4.9B | 0.45% | |
| 58 | NDAQNASDAQ INC | 64,303 | $4.9B | 0.45% | |
| 59 | IGIBISHARES TR | 88,646 | $4.7B | 0.42% | |
| 60 | HONHONEYWELL INTL INC | 19,874 | $4.2B | 0.38% | |
| 61 | EMXCISHARES INC | 74,818 | $4.1B | 0.38% | |
| 62 | LRCXLAM RESEARCH CORP | 56,390 | $4.1B | 0.37% | |
| 63 | CVXCHEVRON CORP NEW | 24,385 | $4.1B | 0.37% | |
| 64 | NEARISHARES U S ETF TR | 79,777 | $4.1B | 0.37% | |
| 65 | RTXRTX CORPORATION | 30,118 | $4.0B | 0.36% | |
| 66 | TJXTJX COS INC NEW | 32,206 | $3.9B | 0.36% | |
| 67 | AMGNAMGEN INC | 11,483 | $3.6B | 0.33% | |
| 68 | QLYSQUALYS INC | 27,916 | $3.5B | 0.32% | |
| 69 | EMBISHARES TR | 37,369 | $3.4B | 0.31% | |
| 70 | GDGENERAL DYNAMICS CORP | 12,336 | $3.4B | 0.31% | |
| 71 | NTRSNORTHERN TR CORP | 33,000 | $3.3B | 0.30% | |
| 72 | UNHUNITEDHEALTH GROUP INC | 5,750 | $3.0B | 0.27% | |
| 73 | MCKMCKESSON CORP | 4,465 | $3.0B | 0.27% | |
| 74 | RSPINVESCO EXCHANGE TRADED FD T | 16,502 | $2.9B | 0.26% | |
| 75 | FSMDFIDELITY COVINGTON TRUST | 71,412 | $2.8B | 0.26% | |
| 76 | CSXCSX CORP | 93,000 | $2.7B | 0.25% | |
| 77 | LNGCHENIERE ENERGY INC | 11,689 | $2.7B | 0.25% | |
| 78 | STLDSTEEL DYNAMICS INC | 21,472 | $2.7B | 0.25% | |
| 79 | WPMWHEATON PRECIOUS METALS CORP | 34,576 | $2.7B | 0.24% | |
| 80 | AWRAMER STATES WTR CO | 33,935 | $2.7B | 0.24% | |
| 81 | VNOMUSDVIPER ENERGY INC | 58,529 | $2.6B | 0.24% | |
| 82 | ANETARISTA NETWORKS INC | 33,830 | $2.6B | 0.24% | |
| 83 | PRGSPROGRESS SOFTWARE CORP | 50,768 | $2.6B | 0.24% | |
| 84 | CSWCSW INDUSTRIALS INC | 8,884 | $2.6B | 0.24% | |
| 85 | LRNSTRIDE INC | 19,640 | $2.5B | 0.23% | |
| 86 | EWEDWARDS LIFESCIENCES CORP | 34,000 | $2.5B | 0.22% | |
| 87 | AWCAMERICAN WTR WKS CO INC NEW | 16,478 | $2.4B | 0.22% | |
| 88 | VIGVANGUARD SPECIALIZED FUNDS | 12,304 | $2.4B | 0.22% | |
| 89 | BWINTHE BALDWIN INSURANCE GRP IN | 52,854 | $2.4B | 0.22% | |
| 90 | ABTABBOTT LABS | 17,416 | $2.3B | 0.21% | |
| 91 | ICEINTERCONTINENTAL EXCHANGE IN | 13,267 | $2.3B | 0.21% | |
| 92 | MTUMISHARES TR | 11,273 | $2.3B | 0.21% | |
| 93 | HDHOME DEPOT INC | 6,186 | $2.3B | 0.21% | |
| 94 | GMEDGLOBUS MED INC | 30,869 | $2.3B | 0.21% | |
| 95 | AITAPPLIED INDL TECHNOLOGIES IN | 10,006 | $2.3B | 0.21% | |
| 96 | MBBISHARES TR | 23,605 | $2.2B | 0.20% | |
| 97 | WMTWALMART INC | 25,046 | $2.2B | 0.20% | |
| 98 | ADUSADDUS HOMECARE CORP | 21,428 | $2.1B | 0.19% | |
| 99 | IPARINTERPARFUMS INC | 18,528 | $2.1B | 0.19% | |
| 100 | JEPIJ P MORGAN EXCHANGE TRADED F | 36,172 | $2.1B | 0.19% |
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