Van Hulzen Asset Management, LLC Q2 2024 Filing

Filed August 7, 2024

Portfolio Value

$1.5T

Holdings

302

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (302 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
542,313$114.2B7.66%
2
MSFTMICROSOFT CORP
169,174$75.6B5.07%
3
BBYBEST BUY INC
707,600$59.6B4.00%
4
GOOGLALPHABET INC
280,662$51.1B3.43%
5
IBMINTERNATIONAL BUSINESS MACHS
261,410$45.2B3.03%
6
ABBVABBVIE INC
205,634$35.3B2.37%
7
MCDMCDONALDS CORP
119,709$30.5B2.05%
8
AJGGALLAGHER ARTHUR J & CO
117,589$30.5B2.05%
9
NVDANVIDIA CORPORATION
239,724$29.6B1.99%
10
HSYHERSHEY CO
155,293$28.5B1.91%
11
ETNEATON CORP PLC
89,348$28.0B1.88%
12
MRKMERCK & CO INC
209,589$25.9B1.74%
13
JNJJOHNSON & JOHNSON
173,481$25.4B1.70%
14
AMZNAMAZON COM INC
122,219$23.6B1.58%
15
DHRDANAHER CORPORATION
93,784$23.4B1.57%
16
CSCOCISCO SYS INC
485,249$23.1B1.55%
17
QUALISHARES TR
131,173$22.4B1.50%
18
ADPAUTOMATIC DATA PROCESSING IN
89,907$21.5B1.44%
19
ORCLORACLE CORP
151,257$21.4B1.43%
20
XOMEXXON MOBIL CORP
176,173$20.3B1.36%
21
KOCOCA COLA CO
290,979$18.5B1.24%
22
KMIKINDER MORGAN INC DEL
931,979$18.5B1.24%
23
VVISA INC
70,495$18.5B1.24%
24
IVVISHARES TR
32,884$18.0B1.21%
25
ROPROPER TECHNOLOGIES INC
29,063$16.4B1.10%
26
PEOEXELON CORP
439,377$15.2B1.02%
27
QCOMQUALCOMM INC
75,668$15.1B1.01%
28
AVGOBROADCOM INC
9,280$14.9B1.00%
29
TSLATESLA INC
75,219$14.9B1.00%
30
COSTCOSTCO WHSL CORP NEW
17,395$14.8B0.99%
31
DISDISNEY WALT CO
147,038$14.6B0.98%
32
AONAON PLC
47,581$14.0B0.94%
33
SHELSHELL PLC
185,761$13.4B0.90%
34
UNHUNITEDHEALTH GROUP INC
26,016$13.2B0.89%
35
LOWLOWES COS INC
59,049$13.0B0.87%
36
LMTLOCKHEED MARTIN CORP
27,470$12.8B0.86%
37
FBTCFIDELITY WISE ORIGIN BITCOIN
243,304$12.8B0.86%
38
MDLZMONDELEZ INTL INC
193,442$12.7B0.85%
39
ESGUISHARES TR
104,310$12.4B0.83%
40
METAMETA PLATFORMS INC
24,460$12.3B0.83%
41
ABGCENCORA INC
49,789$11.2B0.75%
42
ADBEADOBE INC
20,004$11.1B0.75%
43
AGGISHARES TR
113,069$11.0B0.74%
44
IAU*ISHARES GOLD TR
241,839$10.6B0.71%
45
SHYISHARES TR
128,645$10.5B0.70%
46
MTUMISHARES TR
52,729$10.3B0.69%
47
NVONOVO-NORDISK A S
71,890$10.3B0.69%
48
SPYSPDR S&P 500 ETF TR
18,681$10.2B0.68%
49
DEDEERE & CO
26,786$10.0B0.67%
50
JPMJPMORGAN CHASE & CO.
47,289$9.6B0.64%
51
LULULULULEMON ATHLETICA INC
30,416$9.1B0.61%
52
NTRSNORTHERN TR CORP
89,783$7.5B0.51%
53
USMVISHARES TR
88,506$7.4B0.50%
54
EFVISHARES TR
139,431$7.4B0.50%
55
GQ9SPDR GOLD TR
33,369$7.2B0.48%
56
EFGISHARES TR
67,618$6.9B0.46%
57
TFLOISHARES TR
120,967$6.1B0.41%
58
BRK/BBERKSHIRE HATHAWAY INC DEL
14,696$6.0B0.40%
59
LRCXEURLAM RESEARCH CORP
5,607$6.0B0.40%
60
SPGIS&P GLOBAL INC
13,118$5.9B0.39%
61
OEFISHARES TR
22,049$5.8B0.39%
62
TLTISHARES TR
62,719$5.8B0.39%
63
WPMWHEATON PRECIOUS METALS CORP
104,392$5.5B0.37%
64
GBTCGRAYSCALE BITCOIN TR BTC
94,506$5.0B0.34%
65
BRK-BBERKSHIRE HATHAWAY INC DEL
8$4.9B0.33%
66
IGIBISHARES TR
89,636$4.6B0.31%
67
DWDMORGAN STANLEY
45,529$4.4B0.30%
68
CVXCHEVRON CORP NEW
25,495$4.0B0.27%
69
EMXCISHARES INC
64,283$3.8B0.26%
70
AMGNAMGEN INC
11,860$3.7B0.25%
71
HDHOME DEPOT INC
10,654$3.7B0.25%
72
GDGENERAL DYNAMICS CORP
12,416$3.6B0.24%
73
ADUSADDUS HOMECARE CORP
30,175$3.5B0.24%
74
ACLSAXCELIS TECHNOLOGIES INC
24,538$3.5B0.23%
75
RIORIO TINTO PLC
50,464$3.3B0.22%
76
QLYSQUALYS INC
22,200$3.2B0.21%
77
STLDSTEEL DYNAMICS INC
24,375$3.2B0.21%
78
EWEDWARDS LIFESCIENCES CORP
34,000$3.1B0.21%
79
CSXCSX CORP
93,000$3.1B0.21%
80
ANETEURARISTA NETWORKS INC
8,860$3.1B0.21%
81
VIGVANGUARD SPECIALIZED FUNDS
16,662$3.0B0.20%
82
RTXRTX CORPORATION
30,084$3.0B0.20%
83
ABTABBOTT LABS
28,731$3.0B0.20%
84
BWINTHE BALDWIN INSURANCE GRP IN
77,997$2.8B0.19%
85
MCKMCKESSON CORP
4,737$2.8B0.19%
86
AITAPPLIED INDL TECHNOLOGIES IN
14,121$2.7B0.18%
87
SBUXSTARBUCKS CORP
34,926$2.7B0.18%
88
CROXCROCS INC
18,518$2.7B0.18%
89
BINCBLACKROCK ETF TRUST II
51,750$2.7B0.18%
90
PGPROCTER AND GAMBLE CO
15,961$2.6B0.18%
91
PRGSPROGRESS SOFTWARE CORP
48,204$2.6B0.18%
92
MBBISHARES TR
27,752$2.5B0.17%
93
LNGCHENIERE ENERGY INC
14,524$2.5B0.17%
94
IJRISHARES TR
23,609$2.5B0.17%
95
GOOGALPHABET INC
13,690$2.5B0.17%
96
TJXTJX COS INC NEW
22,702$2.5B0.17%
97
CSWCSW INDUSTRIALS INC
9,058$2.4B0.16%
98
FANGDIAMONDBACK ENERGY INC
12,000$2.4B0.16%
99
LQDISHARES TR
21,875$2.3B0.16%
100
DHID R HORTON INC
16,503$2.3B0.16%
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