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)

StockValue
SRESEMPRA
$289.0M
NWBINORTHWEST BANCSHARES INC MD
$285.0M
ZTSZOETIS INC
$278.0M
ETENERGY TRANSFER L P
$278.0M
FLOTISHARES TR
$275.0M
HRHEALTHCARE RLTY TR
$275.0M
LCTUBLACKROCK ETF TRUST
$274.0M
TAT&T INC
$273.0M
KLACKLA CORP
$269.0M
SYLDCAMBRIA ETF TR
$269.0M
SUSAISHARES TR
$269.0M
ESGDISHARES TR
$268.0M
TOTLSSGA ACTIVE ETF TR
$266.0M
DUSBDIMENSIONAL ETF TRUST
$261.0M
PANWPALO ALTO NETWORKS INC
$256.0M
MEARISHARES U S ETF TR
$251.0M
XLESELECT SECTOR SPDR TR
$250.0M
IIPRINNOVATIVE INDL PPTYS INC
$249.0M
IWVISHARES TR
$244.0M
LINLINDE PLC
$243.0M
FCXFREEPORT-MCMORAN INC
$242.0M
SCHASCHWAB STRATEGIC TR
$238.0M
MMM3M CO
$238.0M
CRMSALESFORCE INC
$236.0M
AZNASTRAZENECA PLC
$235.0M
BNDVANGUARD BD INDEX FDS
$235.0M
AQLTISHARES TR
$229.0M
BSRRSIERRA BANCORP
$224.0M
GTXGARRETT MOTION INC
$222.0M
VBVANGUARD INDEX FDS
$219.0M
ICVTISHARES TR
$218.0M
MOALTRIA GROUP INC
$212.0M
CMGCHIPOTLE MEXICAN GRILL INC
$207.0M
SHOPSHOPIFY INC
$204.0M
XLKSELECT SECTOR SPDR TR
$203.0M
NBBNUVEEN TAXABLE MUNICPAL INM
$188.0M
QYLDGLOBAL X FDS
$185.0M
NMZNUVEEN MUN HIGH INCOME OPPOR
$169.0M
BCSFBAIN CAP SPECIALTY FIN INC
$168.0M
XEXGXEATON VANCE TAX-MANAGED GLOB
$139.0M
CHGGCHEGG INC
$130.0M
FSCOFS CREDIT OPPORTUNITIES CORP
$120.0M
VLYVALLEY NATL BANCORP
$71.0M
CHPTCHARGEPOINT HOLDINGS INC
$61.0M
XERSXERIS BIOPHARMA HOLDINGS INC
$41.0M
MJ0GAMESQUARE HLDGS INC
$15.0M
AAPLAPPLE INC
$114K
MSFTMICROSOFT CORP
$75K
BBYBEST BUY INC
$59K
GOOGLALPHABET INC
$51K
IBMINTERNATIONAL BUSINESS MACHS
$45K
ABBVABBVIE INC
$35K
MCDMCDONALDS CORP
$30K
AJGGALLAGHER ARTHUR J & CO
$30K
NVDANVIDIA CORPORATION
$29K
HSYHERSHEY CO
$28K
ETNEATON CORP PLC
$28K
MRKMERCK & CO INC
$25K
JNJJOHNSON & JOHNSON
$25K
DHRDANAHER CORPORATION
$23K
CSCOCISCO SYS INC
$23K
AMZNAMAZON COM INC
$23K
QUALISHARES TR
$22K
ADPAUTOMATIC DATA PROCESSING IN
$21K
ORCLORACLE CORP
$21K
XOMEXXON MOBIL CORP
$20K
KMIKINDER MORGAN INC DEL
$18K
KOCOCA COLA CO
$18K
VVISA INC
$18K
IVVISHARES TR
$17K
ROPROPER TECHNOLOGIES INC
$16K
QCOMQUALCOMM INC
$15K
PEOEXELON CORP
$15K
DISDISNEY WALT CO
$14K
COSTCOSTCO WHSL CORP NEW
$14K
AVGOBROADCOM INC
$14K
TSLATESLA INC
$14K
UNHUNITEDHEALTH GROUP INC
$13K
AONAON PLC
$13K
SHELSHELL PLC
$13K
LOWLOWES COS INC
$13K
FBTCFIDELITY WISE ORIGIN BITCOIN
$12K
ESGUISHARES TR
$12K
MDLZMONDELEZ INTL INC
$12K
METAMETA PLATFORMS INC
$12K
LMTLOCKHEED MARTIN CORP
$12K
ADBEADOBE INC
$11K
ABGCENCORA INC
$11K
IAU*ISHARES GOLD TR
$10K
NVONOVO-NORDISK A S
$10K
DEDEERE & CO
$10K
MTUMISHARES TR
$10K
SHYISHARES TR
$10K
SPYSPDR S&P 500 ETF TR
$10K
AGGISHARES TR
$10K
JPMJPMORGAN CHASE & CO.
$9K
LULULULULEMON ATHLETICA INC
$9K
GQ9SPDR GOLD TR
$7K
USMVISHARES TR
$7K
EFVISHARES TR
$7K
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