Van Hulzen Asset Management, LLC Purchases in Q4 2024

Van Hulzen Asset Management, LLC

  • $1.32 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
104K
+ 658.1%
$161.05 - $179.7 $16.8M - $18.8M
120K $20.2M
SLB
Schlumberger Limited

Energy
336K
New
$36.83 - $45.59 $12.4M - $15.3M
336K $12.9M
TSLA
Tesla, Inc.

Consumer Cyclical
554
+ 0.75%
$213.65 - $479.86 $118K - $266K
74.3K $30M
CB
Chubb LTD

Financial Services
34.6K
+ 2622.73%
$271.57 - $301.89 $9.4M - $10.5M
35.9K $9.93M
AVGO
Broadcom Inc.

Technology
18.8K
+ 27.22%
$159.67 - $250.0 $3.01M - $4.71M
88K $20.4M
NDAQ
Nasdaq, Inc.

Financial Services
85.7K
New
$70.87 - $83.05 $6.07M - $7.12M
85.7K $6.63M
IR
Ingersoll Rand Inc.

Industrials
68.5K
New
$90.46 - $105.35 $6.19M - $7.21M
68.5K $6.19M
GOOGL
Alphabet Inc.

Communication Services
2.26K
+ 0.99%
$161.86 - $196.66 $366K - $445K
231K $43.7M
HON
Honeywell International Inc

Industrials
20.4K
+ 75.49%
$202.84 - $236.0 $4.13M - $4.81M
47.4K $10.7M
AMZN
Amazon Com Inc

Consumer Cyclical
880
+ 0.99%
$180.88 - $232.93 $159K - $205K
89.4K $19.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
465
+ 2.27%
$260.53 - $404.79 $121K - $188K
21K $8.02M
DIS
Walt Disney CO

Communication Services
3.64K
+ 2.98%
$92.39 - $117.6 $336K - $428K
126K $14M
JPM
Jpmorgan Chase & CO

Financial Services
1.17K
+ 2.5%
$205.18 - $250.29 $239K - $292K
47.8K $11.4M
RIO
Rio Tinto PLC

Basic Materials
26.1K
New
$58.59 - $71.15 $1.53M - $1.85M
26.1K $1.53M
ADP
Automatic Data Processing Inc

Industrials
786
+ 1.02%
$280.08 - $307.97 $220K - $242K
77.9K $22.8M
MWA
Mueller Water Products, Inc.

Industrials
64.5K
New
$21.37 - $25.97 $1.38M - $1.67M
64.5K $1.45M
MMSI
Merit Medical Systems Inc

Healthcare
14.8K
New
$93.76 - $105.52 $1.39M - $1.56M
14.8K $1.43M
BLKB
Blackbaud Inc

Technology
18.9K
New
$73.8 - $87.47 $1.39M - $1.65M
18.9K $1.4M
SXI
Standex International Corp

Industrials
7.44K
New
$172.48 - $211.52 $1.28M - $1.57M
7.44K $1.39M
YOU
Clear Secure, Inc.

Technology
50.7K
New
$25.61 - $38.45 $1.3M - $1.95M
50.7K $1.35M
BRC
Brady Corp

Industrials
18.3K
New
$69.64 - $76.81 $1.27M - $1.4M
18.3K $1.35M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
5.5K
New
$173.13 - $258.09 $953K - $1.42M
5.5K $1.27M
HWKN
Hawkins Inc

Basic Materials
9.82K
+ 117.17%
$106.23 - $137.61 $1.04M - $1.35M
18.2K $2.23M
QLYS
Qualys, Inc.

Technology
6.22K
+ 26.56%
$119.24 - $159.23 $741K - $990K
29.6K $4.15M
SHW
Sherwin Williams CO

Basic Materials
3.29K
New
$338.75 - $399.71 $1.11M - $1.31M
3.29K $1.12M
TDW
Tidewater Inc

Energy
17.8K
+ 211.31%
$47.0 - $73.31 $835K - $1.3M
26.2K $1.43M
TFLO
Ishares Treasury Floating Rate

ETFs
16.7K
+ 12.89%
$50.37 - $50.63 $840K - $844K
146K $7.37M
IVV
Ishares Core S&P 500 ETF

ETFs
755
+ 2.45%
$570.51 - $610.59 $431K - $461K
31.5K $18.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.64K
+ 61.8%
$91.29 - $91.8 $789K - $793K
22.6K $2.07M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.89K
+ 1.97%
$278.49 - $315.16 $527K - $596K
98K $27.8M
STRL
Sterling Construction CO Inc

Industrials
4.6K
New
$142.94 - $199.03 $658K - $916K
4.6K $775K
MLI
Mueller Industries Inc

Industrials
9.27K
New
$71.2 - $95.34 $660K - $884K
9.27K $735K
AYI
Acuity Brands Inc

Industrials
2.5K
New
$292.13 - $333.45 $730K - $833K
2.5K $729K
LNG
Cheniere Energy, Inc.

Energy
936
+ 6.3%
$181.07 - $225.92 $169K - $211K
15.8K $3.39M
BMI
Badger Meter Inc

Technology
3.37K
New
$199.06 - $237.67 $670K - $800K
3.37K $713K
PHM
Pultegroup Inc

Consumer Cyclical
6.22K
New
$108.86 - $149.04 $677K - $927K
6.22K $677K
ABT
Abbott Laboratories

Healthcare
6.24K
+ 20.52%
$111.93 - $119.39 $698K - $744K
36.6K $4.14M
HPE
Hewlett Packard Enterprise CO

Technology
31K
New
$19.31 - $23.95 $598K - $742K
31K $661K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.94K
+ 3.71%
$201.32 - $217.44 $391K - $423K
54.3K $11.2M
NEAR
Blackrock Short Maturity Bond

ETFs
12.5K
+ 20.13%
$50.28 - $51.08 $629K - $639K
74.6K $3.77M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.17K
+ 24.73%
$174.22 - $187.62 $552K - $595K
16K $2.8M
LRN
Stride, Inc.

Consumer Defensive
971
+ 4.85%
$64.04 - $110.79 $62.2K - $108K
21K $2.18M
VFC
V F Corp

Consumer Cyclical
18K
+ 54.03%
$16.7 - $22.59 $300K - $405K
51.2K $1.1M
TJX
Tjx Companies Inc

Consumer Cyclical
1.2K
+ 1.58%
$112.15 - $127.2 $135K - $153K
77.2K $9.33M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
9.5K
+ 61.58%
$41.17 - $43.34 $391K - $412K
24.9K $1.03M
PLTR
Palantir Technologies Inc.

Technology
4.79K
New
$36.46 - $82.38 $174K - $394K
4.79K $361K
GOOG
Alphabet Inc.

Communication Services
220
+ 1.63%
$163.08 - $198.16 $35.9K - $43.6K
13.7K $2.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
213
+ 1.14%
$567.81 - $607.81 $121K - $129K
18.9K $11.1M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
17.8K
+ 63.55%
$17.93 - $18.8 $320K - $335K
45.9K $835K
Activity Summary
Buys All Purchases 998 New Holdings 847 Increased Positions 151 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 6 Puts 0
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