Van Hulzen Asset Management, LLC Q4 2018 Filing

Filed February 12, 2019

Portfolio Value

$345.1B

Holdings

216

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (216 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
123,100$19.4B5.63%
2
JNJJOHNSON & JOHNSON
89,906$11.6B3.36%
3
MRKMERCK & CO INC
150,201$11.5B3.33%
4
DISDISNEY WALT CO
90,778$10.0B2.88%
5
SPYSPDR S&P 500 ETF TR
39,167$9.8B2.84%
6
HDHOME DEPOT INC
51,744$8.9B2.58%
7
BILSPDR SER TR
91,587$8.4B2.43%
8
KMBKIMBERLY CLARK CORP
68,564$7.8B2.26%
9
NTRSNORTHERN TR CORP
78,055$6.5B1.89%
10
NEMNEWMONT MINING CORP
186,683$6.5B1.87%
11
BRK/BBERKSHIRE HATHAWAY INC DEL
29,705$6.1B1.76%
12
XOMEXXON MOBIL CORP
86,887$5.9B1.72%
13
INTCINTEL CORP
122,957$5.8B1.67%
14
ACNACCENTURE PLC IRELAND
40,131$5.7B1.64%
15
CMCSACOMCAST CORP NEW
164,717$5.6B1.63%
16
CLCOLGATE PALMOLIVE CO
92,777$5.5B1.60%
17
OREALTY INCOME CORP
87,402$5.5B1.60%
18
MPCMARATHON PETE CORP
93,138$5.5B1.59%
19
IBMINTERNATIONAL BUSINESS MACHS
47,638$5.4B1.57%
20
METAFACEBOOK INC
40,141$5.3B1.52%
21
DHID R HORTON INC
151,661$5.3B1.52%
22
SOSOUTHERN CO
117,396$5.2B1.49%
23
HASHASBRO INC
60,401$4.9B1.42%
24
USBUS BANCORP DEL
105,053$4.8B1.39%
25
KELKELLOGG CO
83,856$4.8B1.39%
26
LYBLYONDELLBASELL INDUSTRIES N
57,145$4.8B1.38%
27
TDTORONTO DOMINION BK ONT
92,223$4.6B1.33%
28
DECKDECKERS OUTDOOR CORP
29,825$3.8B1.11%
29
IVVISHARES TR
15,100$3.8B1.10%
30
AMZNAMAZON COM INC
2,440$3.7B1.06%
31
ABBVABBVIE INC
38,449$3.5B1.03%
32
PGPROCTER AND GAMBLE CO
37,286$3.4B0.99%
33
JPMJPMORGAN CHASE & CO
34,833$3.4B0.99%
34
CVXCHEVRON CORP NEW
30,679$3.3B0.97%
35
VGKVANGUARD INTL EQUITY INDEX F
67,956$3.3B0.96%
36
PPLPPL CORP
105,218$3.0B0.86%
37
MSFTMICROSOFT CORP
28,474$2.9B0.84%
38
MMM3M CO
14,847$2.8B0.82%
39
IAUUSDISHARES GOLD TRUST
228,506$2.8B0.81%
40
VWOVANGUARD INTL EQUITY INDEX F
71,868$2.7B0.79%
41
COSTCOSTCO WHSL CORP NEW
12,925$2.6B0.76%
42
TSLATESLA INC
7,567$2.5B0.73%
43
FLOTISHARES TR
49,790$2.5B0.73%
44
WFC 7.5 PERP LWELLS FARGO CO NEW
1,878$2.4B0.69%
45
IEVISHARES TR
60,018$2.3B0.68%
46
IGSBISHARES TR
44,725$2.3B0.67%
47
ABMDEURABIOMED INC
6,865$2.2B0.65%
48
DHRDANAHER CORP DEL
21,269$2.2B0.64%
49
MINTPIMCO ETF TR
21,695$2.2B0.63%
50
VVISA INC
15,709$2.1B0.60%
51
NVONOVO-NORDISK A S
39,350$1.8B0.53%
52
CHGGCHEGG INC
61,000$1.7B0.50%
53
NEENEXTERA ENERGY INC
9,876$1.7B0.50%
54
VIGVANGUARD GROUP
16,853$1.7B0.48%
55
CSCOCISCO SYS INC
37,866$1.6B0.48%
56
ITMVANECK VECTORS ETF TR
34,366$1.6B0.47%
57
AVGOBROADCOM INC
6,352$1.6B0.47%
58
NKENIKE INC
21,608$1.6B0.46%
59
IWMISHARES TR
11,740$1.6B0.46%
60
BABOEING CO
4,874$1.6B0.46%
61
ROPROPER TECHNOLOGIES INC
5,654$1.5B0.44%
62
EEMISHARES TR
35,325$1.4B0.40%
63
NACNUVEEN CA QUALTY MUN INCOME
108,183$1.4B0.40%
64
PEPPEPSICO INC
12,178$1.3B0.39%
65
DBLDOUBLELINE OPPORTUNISTIC CR
67,897$1.3B0.37%
66
AWRAMERICAN STS WTR CO
18,482$1.2B0.36%
67
BABAALIBABA GROUP HLDG LTD
8,808$1.2B0.35%
68
IEMGISHARES INC
25,568$1.2B0.35%
69
EXCHANGE LISTED FDS TR
35,905$1.0B0.30%
70
CVSCVS HEALTH CORP
14,334$939.0M0.27%
71
YUMYUM BRANDS INC
9,899$910.0M0.26%
72
CQPCHENIERE ENERGY PARTNERS LP
24,818$896.0M0.26%
73
TAT&T INC
31,195$890.0M0.26%
74
PFEPFIZER INC
20,383$890.0M0.26%
75
IJRISHARES TR
12,733$883.0M0.26%
76
PATTERN ENERGY GROUP INC
43,600$812.0M0.24%
77
SBUXSTARBUCKS CORP
12,469$803.0M0.23%
78
NSCNORFOLK SOUTHERN CORP
5,086$761.0M0.22%
79
KOCOCA COLA CO
16,042$760.0M0.22%
80
WMTWALMART INC
8,062$751.0M0.22%
81
MPTMEDICAL PPTYS TRUST INC
45,900$738.0M0.21%
82
MTUMISHARES TR
7,229$725.0M0.21%
83
AIAISHARES TR
13,034$721.0M0.21%
84
FIVEFIVE BELOW INC
6,827$699.0M0.20%
85
BKBANK NEW YORK MELLON CORP
14,549$685.0M0.20%
86
VOOVANGUARD INDEX FDS
2,952$678.0M0.20%
87
WPMWHEATON PRECIOUS METALS CORP
34,149$667.0M0.19%
88
SFMSPROUTS FMRS MKT INC
28,081$660.0M0.19%
89
VTIVANGUARD INDEX FDS
5,061$646.0M0.19%
90
ACWVISHARES INC
7,740$629.0M0.18%
91
IFNINDIA FD INC
30,900$625.0M0.18%
92
AWCAMERICAN WTR WKS CO INC NEW
6,573$597.0M0.17%
93
ITOTISHARES TR
10,386$590.0M0.17%
94
BACVERIZON COMMUNICATIONS INC
10,395$584.0M0.17%
95
UNPUNION PAC CORP
4,126$570.0M0.17%
96
AMGNAMGEN INC
2,899$564.0M0.16%
97
HCQAMN HEALTHCARE SERVICES INC
9,947$564.0M0.16%
98
GW PHARMACEUTICALS PLC
5,650$550.0M0.16%
99
FITBFIFTH THIRD BANCORP
23,370$550.0M0.16%
100
SPDWSPDR INDEX SHS FDS
20,740$549.0M0.16%
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