Van Hulzen Asset Management, LLC Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$671.9B

Holdings

281

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (281 positions)

#StockSharesValue% PortfolioType
101
BMYBRISTOL-MYERS SQUIBB CO
14,006$829.0M0.12%
102
ADBEADOBE SYSTEMS INCORPORATED
1,427$822.0M0.12%
103
CQPCHENIERE ENERGY PARTNERS LP
19,118$778.0M0.12%
104
TAT&T INC
28,786$778.0M0.12%
105
SLVISHARES SILVER TR
37,586$771.0M0.11%
106
BKBANK NEW YORK MELLON CORP
14,802$767.0M0.11%
107
HDVISHARES TR
8,097$763.0M0.11%
108
INTUINTUIT
1,413$762.0M0.11%
109
BB4AXOS FINANCIAL INC
14,607$753.0M0.11%
110
UUPINVESCO DB US DLR INDEX TR
29,690$751.0M0.11%
111
XYZSQUARE INC
3,008$721.0M0.11%
112
FIVEFIVE BELOW INC
3,982$704.0M0.10%
113
BABOEING CO
3,192$702.0M0.10%
114
JPSTJ P MORGAN EXCHANGE-TRADED F
13,769$698.0M0.10%
115
SBUXSTARBUCKS CORP
6,202$684.0M0.10%
116
NETCLOUDFLARE INC
6,040$680.0M0.10%
117
PNCPNC FINL SVCS GROUP INC
3,470$679.0M0.10%
118
NDQINVESCO QQQ TR
1,842$659.0M0.10%
119
ESGDISHARES TR
8,010$628.0M0.09%
120
EMBISHARES TR
5,662$623.0M0.09%
121
JAZZJAZZ PHARMACEUTICALS PLC
4,777$622.0M0.09%
122
LHCGUSDLHC GROUP INC
3,947$619.0M0.09%
123
USXFISHARES TR
17,091$617.0M0.09%
124
XSOEWISDOMTREE TR
16,428$613.0M0.09%
125
SCHASCHWAB STRATEGIC TR
6,100$611.0M0.09%
126
LITELUMENTUM HLDGS INC
7,310$611.0M0.09%
127
TMOTHERMO FISHER SCIENTIFIC INC
1,059$605.0M0.09%
128
AWMSKYWORKS SOLUTIONS INC
3,665$604.0M0.09%
129
VOOVANGUARD INDEX FDS
1,528$603.0M0.09%
130
IVWISHARES TR
8,118$600.0M0.09%
131
TSMTAIWAN SEMICONDUCTOR MFG LTD
5,291$591.0M0.09%
132
GOOGALPHABET INC
220$586.0M0.09%
133
NMI1EURKIRKLAND LAKE GOLD LTD
14,079$586.0M0.09%
134
BCSFBAIN CAP SPECIALTY FIN INC
39,514$586.0M0.09%
135
QLYSQUALYS INC
5,216$580.0M0.09%
136
CVSCVS HEALTH CORP
6,788$576.0M0.09%
137
OREALTY INCOME CORP
8,850$574.0M0.09%
138
VYMVANGUARD WHITEHALL FDS
5,464$565.0M0.08%
139
ORCLORACLE CORP
6,448$562.0M0.08%
140
LMTLOCKHEED MARTIN CORP
1,625$561.0M0.08%
141
CSWCSW INDUSTRIALS INC
4,356$556.0M0.08%
142
FITBFIFTH THIRD BANCORP
13,100$556.0M0.08%
143
NIONIO INC
15,200$542.0M0.08%
144
CLXCLOROX CO DEL
3,234$536.0M0.08%
145
DBLDOUBLELINE OPPORTUNISTIC CR
27,122$535.0M0.08%
146
BACBK OF AMERICA CORP
12,451$529.0M0.08%
147
ACWVISHARES INC
5,137$528.0M0.08%
148
MRNAMODERNA INC
1,369$527.0M0.08%
149
ESSESSEX PPTY TR INC
1,590$508.0M0.08%
150
IDV*ISHARES TR
16,472$501.0M0.07%
151
SHOPSHOPIFY INC
368$499.0M0.07%
152
EEMISHARES TR
9,870$497.0M0.07%
153
ETBEATON VANCE TAX MNGED BUY WR
31,000$496.0M0.07%
154
PFFISHARES TR
12,544$487.0M0.07%
155
COINCOINBASE GLOBAL INC
2,134$485.0M0.07%
156
SYYSYSCO CORP
6,170$484.0M0.07%
157
VNQVANGUARD INDEX FDS
4,691$477.0M0.07%
158
VTIVANGUARD INDEX FDS
2,108$468.0M0.07%
159
AQLTISHARES TR
6,262$465.0M0.07%
160
FFORD MTR CO DEL
32,735$464.0M0.07%
161
FQIDIGITAL RLTY TR INC
3,207$463.0M0.07%
162
MRTNMARTEN TRANS LTD
29,420$462.0M0.07%
163
PNRPENTAIR PLC
6,252$454.0M0.07%
164
DHRB & G FOODS INC NEW
15,015$449.0M0.07%
165
AQLTISHARES TR
3,912$449.0M0.07%
166
JRINUVEEN REAL ASSET INCOME & G
28,978$442.0M0.07%
167
VPUVANGUARD WORLD FDS
3,156$439.0M0.07%
168
CMICUMMINS INC
1,920$431.0M0.06%
169
CFGCITIZENS FINL GROUP INC
9,150$430.0M0.06%
170
ESMLISHARES TR
11,018$430.0M0.06%
171
TTDTHE TRADE DESK INC
6,050$425.0M0.06%
172
RG6ROGERS CORP
2,269$423.0M0.06%
173
ROCKGIBRALTAR INDS INC
6,039$421.0M0.06%
174
MBBISHARES TR
3,844$416.0M0.06%
175
XNCMXNUVEEN CALIFORNIA AMT QLT MU
25,308$415.0M0.06%
176
BRK-BBERKSHIRE HATHAWAY INC DEL
1$411.0M0.06%
177
2JEFOCUS FINL PARTNERS INC
7,790$408.0M0.06%
178
LMATLEMAITRE VASCULAR INC
7,559$401.0M0.06%
179
SUSBISHARES TR
15,440$401.0M0.06%
180
NWBINORTHWEST BANCSHARES INC MD
29,900$397.0M0.06%
181
SGENUSDSEAGEN INC
2,325$395.0M0.06%
182
IUSGISHARES TR
3,841$393.0M0.06%
183
MCDMCDONALDS CORP
1,627$392.0M0.06%
184
FNVFRANCO NEV CORP
2,965$385.0M0.06%
185
MTGMGIC INVT CORP WIS
25,600$383.0M0.06%
186
PRFINVESCO EXCHANGE TRADED FD T
2,403$381.0M0.06%
187
HAINHAIN CELESTIAL GROUP INC
8,916$381.0M0.06%
188
PCRXPACIRA BIOSCIENCES INC
6,766$379.0M0.06%
189
CMCSACOMCAST CORP NEW
6,776$379.0M0.06%
190
PRGPROG HOLDINGS INC
8,730$367.0M0.05%
191
NBBNUVEEN TAXABLE MUNICPAL INM
15,956$366.0M0.05%
192
VCITVANGUARD SCOTTSDALE FDS
3,865$365.0M0.05%
193
BANXSTONECASTLE FINL CORP
16,500$364.0M0.05%
194
ABTABBOTT LABS
3,036$359.0M0.05%
195
SHWSHERWIN WILLIAMS CO
1,275$357.0M0.05%
196
RCLROYAL CARIBBEAN GROUP
4,000$356.0M0.05%
197
MANTECH INTERNATIONAL CORP
4,643$352.0M0.05%
198
PBVPRESTIGE CONSMR HEALTHCARE I
6,223$349.0M0.05%
199
MAMASTERCARD INCORPORATED
980$341.0M0.05%
200
DCHAMERICAN AXLE & MFG HLDGS IN
38,440$339.0M0.05%
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