Van Hulzen Asset Management, LLC Q4 2021 Filing

Filed February 4, 2022

Portfolio Value

$914.8B

Holdings

304

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (304 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
297,803$52.9B5.78%
2
MSFTMICROSOFT CORP
87,971$29.6B3.23%
3
TSLATESLA INC
24,703$26.1B2.85%
4
CSCOCISCO SYS INC
398,263$25.3B2.76%
5
ABBVABBVIE INC
184,903$25.1B2.74%
6
ICEINTERCONTINENTAL EXCHANGE IN
182,203$24.9B2.72%
7
AGGISHARES TR
214,672$24.5B2.68%
8
BACVERIZON COMMUNICATIONS INC
407,884$21.2B2.32%
9
KMBKIMBERLY-CLARK CORP
134,174$19.2B2.09%
10
LQDISHARES TR
134,270$17.8B1.95%
11
MMM3M CO
94,967$16.9B1.84%
12
ESGUISHARES TR
148,107$16.0B1.75%
13
XLKSELECT SECTOR SPDR TR
91,534$15.9B1.74%
14
MOALTRIA GROUP INC
325,807$15.4B1.68%
15
VRTXVERTEX PHARMACEUTICALS INC
69,901$15.4B1.68%
16
VLUEISHARES TR
125,657$13.8B1.50%
17
METAMETA PLATFORMS INC
39,878$13.5B1.47%
18
CVXCHEVRON CORP NEW
113,316$13.3B1.45%
19
AMZNAMAZON COM INC
3,911$13.1B1.43%
20
GILDGILEAD SCIENCES INC
175,246$12.8B1.39%
21
EFVISHARES TR
248,340$12.5B1.37%
22
MRKMERCK & CO INC
154,716$11.9B1.30%
23
GEGENERAL ELECTRIC CO
122,387$11.6B1.26%
24
DDOMINION ENERGY INC
146,006$11.4B1.25%
25
IVVISHARES TR
23,904$11.4B1.25%
26
QUALISHARES TR
76,493$11.1B1.22%
27
IGSBISHARES TR
200,482$10.8B1.18%
28
WMTWALMART INC
74,439$10.8B1.18%
29
GOOGLALPHABET INC
3,628$10.5B1.15%
30
TIPISHARES TR
78,974$10.2B1.12%
31
QCOMQUALCOMM INC
55,634$10.2B1.11%
32
IGIBISHARES TR
148,024$8.8B0.96%
33
EBAEBAY INC.
129,167$8.6B0.94%
34
MTUMISHARES TR
45,612$8.3B0.91%
35
AQLTISHARES TR
304,980$8.1B0.89%
36
EFGISHARES TR
72,092$8.0B0.87%
37
DRIDARDEN RESTAURANTS INC
52,100$7.9B0.86%
38
ORCLORACLE CORP
88,604$7.7B0.85%
39
JPMJPMORGAN CHASE & CO
46,647$7.4B0.81%
40
DEDEERE & CO
21,310$7.3B0.80%
41
BACBK OF AMERICA CORP
161,651$7.2B0.79%
42
SPYSPDR S&P 500 ETF TR
14,250$6.8B0.74%
43
NEARISHARES U S ETF TR
135,114$6.7B0.74%
44
BBYBEST BUY INC
64,000$6.5B0.71%
45
ADBEADOBE SYSTEMS INCORPORATED
11,427$6.5B0.71%
46
USMVISHARES TR
80,021$6.5B0.71%
47
COSTCOSTCO WHSL CORP NEW
11,322$6.4B0.70%
48
PYPLPAYPAL HLDGS INC
34,059$6.4B0.70%
49
ESGEISHARES INC
153,409$6.1B0.67%
50
BRK/BBERKSHIRE HATHAWAY INC DEL
20,272$6.1B0.66%
51
LRCXEURLAM RESEARCH CORP
7,816$5.6B0.61%
52
GQ9SPDR GOLD TR
29,554$5.1B0.55%
53
NVDANVIDIA CORPORATION
16,724$4.9B0.54%
54
JNJJOHNSON & JOHNSON
28,562$4.9B0.53%
55
EWEDWARDS LIFESCIENCES CORP
36,700$4.8B0.52%
56
VVISA INC
20,162$4.4B0.48%
57
CLXCLOROX CO DEL
24,854$4.3B0.47%
58
COMTISHARES U S ETF TR
138,027$4.3B0.47%
59
IJRISHARES TR
36,434$4.2B0.46%
60
AMGNAMGEN INC
18,493$4.2B0.45%
61
DECKDECKERS OUTDOOR CORP
11,216$4.1B0.45%
62
NVONOVO-NORDISK A S
36,600$4.1B0.45%
63
BRK-BBERKSHIRE HATHAWAY INC DEL
9$4.1B0.44%
64
SIZEISHARES TR
28,453$3.9B0.43%
65
IAU*ISHARES GOLD TR
103,673$3.6B0.39%
66
CSXCSX CORP
93,000$3.5B0.38%
67
NEMNEWMONT CORP
55,650$3.4B0.37%
68
DGDOLLAR GEN CORP NEW
13,577$3.2B0.35%
69
CRMSALESFORCE COM INC
12,270$3.1B0.34%
70
STLDSTEEL DYNAMICS INC
47,888$3.0B0.32%
71
DHRDANAHER CORPORATION
8,922$2.9B0.32%
72
SHYISHARES TR
30,305$2.6B0.28%
73
BNTXBIONTECH SE
10,000$2.6B0.28%
74
VIGVANGUARD SPECIALIZED FUNDS
14,842$2.5B0.28%
75
GDGENERAL DYNAMICS CORP
11,978$2.5B0.27%
76
PGPROCTER AND GAMBLE CO
14,635$2.4B0.26%
77
STZCONSTELLATION BRANDS INC
9,386$2.4B0.26%
78
ILMNILLUMINA INC
6,173$2.3B0.26%
79
TLTISHARES TR
14,908$2.2B0.24%
80
ETNEATON CORP PLC
12,580$2.2B0.24%
81
RTXRAYTHEON TECHNOLOGIES CORP
24,568$2.1B0.23%
82
NTRSNORTHERN TR CORP
17,549$2.1B0.23%
83
IRINGERSOLL RAND INC
33,759$2.1B0.23%
84
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
22,439$2.0B0.22%
85
AWCAMERICAN WTR WKS CO INC NEW
10,417$2.0B0.22%
86
UNHUNITEDHEALTH GROUP INC
3,900$2.0B0.21%
87
WFC 7.5 PERP LWELLS FARGO CO NEW
1,284$1.9B0.21%
88
INTCINTEL CORP
35,531$1.8B0.20%
89
BILSPDR SER TR
19,738$1.8B0.20%
90
ROPROPER TECHNOLOGIES INC
3,560$1.8B0.19%
91
AWRAMER STATES WTR CO
16,457$1.7B0.19%
92
TXNTEXAS INSTRS INC
8,894$1.7B0.18%
93
PFEPFIZER INC
26,947$1.6B0.17%
94
DISDISNEY WALT CO
9,682$1.5B0.16%
95
IIPRINNOVATIVE INDL PPTYS INC
5,677$1.5B0.16%
96
DOCUDOCUSIGN INC
9,802$1.5B0.16%
97
WCNWASTE CONNECTIONS INC
10,926$1.5B0.16%
98
EUSBISHARES TR
29,980$1.5B0.16%
99
NACNUVEEN CA QUALTY MUN INCOME
94,543$1.5B0.16%
100
XYLXYLEM INC
11,800$1.4B0.15%
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