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 | Value |
|---|---|
ROCKGIBRALTAR INDS INC | $2.0B |
NDQINVESCO QQQ TR | $2.0B |
LMATLEMAITRE VASCULAR INC | $2.0B |
RCLROYAL CARIBBEAN GROUP | $2.0B |
LLYELI LILLY & CO | $1.9B |
LULULULULEMON ATHLETICA INC | $1.9B |
CRBNISHARES TR | $1.9B |
HWKNHAWKINS INC | $1.9B |
FELEFRANKLIN ELEC INC | $1.9B |
CASHPATHWARD FINANCIAL INC | $1.8B |
LQDISHARES TR | $1.8B |
BB4AXOS FINANCIAL INC | $1.7B |
CARRCARRIER GLOBAL CORPORATION | $1.7B |
FSSFEDERAL SIGNAL CORP | $1.7B |
JT5MUELLER WTR PRODS INC | $1.7B |
GOOGALPHABET INC | $1.6B |
MRTNMARTEN TRANS LTD | $1.6B |
AZEKAZEK CO INC | $1.6B |
DECKDECKERS OUTDOOR CORP | $1.5B |
SBUXSTARBUCKS CORP | $1.5B |
MMSIMERIT MED SYS INC | $1.5B |
SPSCSPS COMM INC | $1.5B |
XYLXYLEM INC | $1.5B |
MRKMERCK & CO INC | $1.4B |
VVVANGUARD INDEX FDS | $1.4B |
DGIIDIGI INTL INC | $1.4B |
FNFFIDELITY NATIONAL FINANCIAL | $1.4B |
RLIRLI CORP | $1.4B |
BTCGRAYSCALE BITCOIN MINI TR ET | $1.4B |
GOLFACUSHNET HLDGS CORP | $1.4B |
BKBANK NEW YORK MELLON CORP | $1.4B |
TLTISHARES TR | $1.4B |
ABNBAIRBNB INC | $1.3B |
SMPLSIMPLY GOOD FOODS CO | $1.3B |
YOUCLEAR SECURE INC | $1.3B |
BRCBRADY CORP | $1.3B |
STRLSTERLING INFRASTRUCTURE INC | $1.2B |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $1.2B |
YUMYUM BRANDS INC | $1.2B |
SXISTANDEX INTL CORP | $1.2B |
HLNEHAMILTON LANE INC | $1.2B |
SHWSHERWIN WILLIAMS CO | $1.1B |
LMTLOCKHEED MARTIN CORP | $1.1B |
BILSPDR SER TR | $1.1B |
DFCFDIMENSIONAL ETF TRUST | $1.1B |
EUSBISHARES TR | $1.1B |
IUSGISHARES TR | $1.1B |
JJSFJ & J SNACK FOODS CORP | $1.1B |
EAGGISHARES TR | $1.0B |
SLVISHARES SILVER TR | $1.0B |
WHDCACTUS INC | $1.0B |
GILDGILEAD SCIENCES INC | $959.3M |
PSXPHILLIPS 66 | $953.3M |
HDVISHARES TR | $948.9M |
BWXTBWX TECHNOLOGIES INC | $941.0M |
AQLTISHARES TR | $929.9M |
QYLDGLOBAL X FDS | $928.3M |
USIGISHARES TR | $920.3M |
PEPPEPSICO INC | $891.2M |
OREALTY INCOME CORP | $889.1M |
COPCONOCOPHILLIPS | $877.7M |
CMICUMMINS INC | $871.8M |
BMYBRISTOL-MYERS SQUIBB CO | $862.0M |
WMWASTE MGMT INC DEL | $857.3M |
TOLTOLL BROTHERS INC | $844.7M |
VOOVANGUARD INDEX FDS | $838.9M |
CQPCHENIERE ENERGY PARTNERS LP | $820.1M |
TRVTRAVELERS COMPANIES INC | $818.7M |
WFC 7.5 PERP LWELLS FARGO CO NEW | $817.3M |
FITBFIFTH THIRD BANCORP | $800.1M |
ESGEISHARES INC | $793.9M |
SUSCISHARES TR | $791.1M |
VFCV F CORP | $774.9M |
ITTITT INC | $762.0M |
MLIMUELLER INDS INC | $735.7M |
ABGCENCORA INC | $723.3M |
INTUINTUIT | $719.7M |
VTIVANGUARD INDEX FDS | $706.6M |
SRESEMPRA | $704.7M |
USXFISHARES TR | $667.8M |
PNCPNC FINL SVCS GROUP INC | $658.6M |
SNOWSNOWFLAKE INC | $657.7M |
IVWISHARES TR | $641.8M |
ROUSLATTICE STRATEGIES TR | $638.1M |
AMDADVANCED MICRO DEVICES INC | $637.4M |
VYMVANGUARD WHITEHALL FDS | $637.0M |
KMIKINDER MORGAN INC DEL | $634.8M |
USBUS BANCORP DEL | $630.6M |
SOSOUTHERN CO | $622.6M |
PFEPFIZER INC | $621.9M |
AYIACUITY INC | $611.2M |
ITCIEURINTRA-CELLULAR THERAPIES INC | $606.8M |
BMIBADGER METER INC | $604.2M |
NETCLOUDFLARE INC | $600.1M |
BACVERIZON COMMUNICATIONS INC | $598.1M |
WELLWELLTOWER INC | $590.2M |
NACNUVEEN CA QUALTY MUN INCOME | $572.7M |
VUGVANGUARD INDEX FDS | $565.0M |
4I1PHILIP MORRIS INTL INC | $564.5M |
PLTRPALANTIR TECHNOLOGIES INC | $561.1M |