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
KIO
Kkr Income Opportunities Fund

Financial Services
1.2K
New
$13.03 - $15.04 $15.6K - $18K
1.2K $16K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.58K
New
$7.33 - $12.37 $11.6K - $19.5K
1.58K $16K
EQIX
Equinix Inc

Real Estate
17
New
$865.69 - $985.0 $14.7K - $16.7K
17 $16K
VTRS
Viatris Inc

Healthcare
1.29K
New
$11.32 - $13.37 $14.6K - $17.2K
1.29K $16K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
606
New
$22.72 - $28.29 $13.8K - $17.1K
606 $15K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.92K
New
$7.83 - $8.16 $15K - $15.7K
1.92K $15K
MBLY
Mobileye Global Inc.
800
New
$12.07 - $20.07 $9.66K - $16.1K
800 $15K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
632
New
$24.19 - $24.63 $15.3K - $15.6K
632 $15K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.24K
New
$12.12 - $13.1 $15K - $16.2K
1.24K $15K
VHT
Vanguard Health Care ETF

ETFs
61
New
$250.81 - $283.3 $15.3K - $17.3K
61 $15K
PANW
Palo Alto Networks Inc

Technology
751
+ 98.69%
$181.96 - $405.9 $137K - $305K
1.51K $275K
LYV
Live Nation Entertainment, Inc.

Communication Services
110
New
$109.06 - $140.54 $12K - $15.5K
110 $14K
OLED
Universal Display Corp Pa

Technology
100
New
$146.2 - $213.81 $14.6K - $21.4K
100 $14K
HYLB
Xtrackers Usd High Yield Corp

ETFs
392
New
$35.95 - $36.76 $14.1K - $14.4K
392 $14K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
635
New
$23.25 - $23.37 $14.8K - $14.8K
635 $14K
ABR
Arbor Realty Trust Inc

Real Estate
1.02K
New
$13.66 - $15.64 $13.9K - $15.9K
1.02K $14K
IWD
Ishares Russell 1000 Val ETF

ETFs
81
New
$183.23 - $199.79 $14.8K - $16.2K
81 $14K
ONL
Orion Office Reit Inc.

Real Estate
5K
+ 40.98%
$3.68 - $4.32 $18.4K - $21.6K
17.2K $63K
INTF
Ishares Tr

ETFs
499
New
$28.54 - $31.26 $14.2K - $15.6K
499 $14K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
142
New
$104.52 - $115.08 $14.8K - $16.3K
142 $14K
DXC
Dxc Technology CO

Technology
715
New
$19.59 - $22.83 $14K - $16.3K
715 $14K
XLC
Select Sector Spdr Tr Communic

ETFs
151
New
$89.66 - $102.16 $13.5K - $15.4K
151 $14K
COF
Capital One Financial Corp

Financial Services
76
New
$145.19 - $192.01 $11K - $14.6K
76 $13K
KIM
Kimco Realty Corp

Real Estate
567
New
$22.75 - $25.78 $12.9K - $14.6K
567 $13K
PBP
Invesco Exchange Traded Fd Tr

ETFs
577
New
$22.51 - $23.75 $13K - $13.7K
577 $13K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
1.29K
New
$10.65 - $11.42 $13.8K - $14.8K
1.29K $13K
GGG
Graco Inc

Industrials
163
New
$81.45 - $92.29 $13.3K - $15K
163 $13K
UGA
United States Gasoline Fund, LP

ETFs
200
New
$59.23 - $65.31 $11.8K - $13.1K
200 $12K
TOST
Toast, Inc.

Technology
340
New
$27.43 - $43.54 $9.33K - $14.8K
340 $12K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
100
New
$104.54 - $137.94 $10.5K - $13.8K
100 $12K
AKAM
Akamai Technologies Inc

Technology
140
New
N/A
140 $12K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
256
New
$47.58 - $48.56 $12.2K - $12.4K
256 $12K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
2.14K
New
$5.65 - $6.88 $12.1K - $14.7K
2.14K $12K
EXPE
Expedia Group, Inc.

Consumer Cyclical
69
New
$146.47 - $191.01 $10.1K - $13.2K
69 $12K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
60
New
$194.9 - $214.12 $11.7K - $12.8K
60 $12K
GPC
Genuine Parts CO

Consumer Cyclical
100
New
$113.11 - $143.63 $11.3K - $14.4K
100 $11K
TMUS
T Mobile Us, Inc.

Communication Services
53
New
$206.1 - $246.94 $10.9K - $13.1K
53 $11K
ILMN
Illumina, Inc.

Healthcare
83
New
$128.99 - $155.15 $10.7K - $12.9K
83 $11K
BXP
Boston Properties Inc

Real Estate
152
New
$73.33 - $89.72 $11.1K - $13.6K
152 $11K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
500
New
N/A
500 $11K
KD
Kyndryl Holdings, Inc.

Technology
334
New
$22.43 - $35.79 $7.49K - $12K
334 $11K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
98
New
$115.08 - $119.55 $11.3K - $11.7K
98 $11K
ALL
Allstate Corp

Financial Services
1
+ 0.03%
$181.25 - $208.2 $181 - $208
3.7K $712K
DLR
Digital Realty Trust, Inc.

Real Estate
63
New
$156.46 - $195.69 $9.86K - $12.3K
63 $11K
INTU
Intuit Inc

Technology
4
+ 0.34%
$602.01 - $706.25 $2.41K - $2.83K
1.17K $733K
IBHG
Ishares Tr Ibonds 2027 Term Hi
500
New
$22.11 - $22.54 $11.1K - $11.3K
500 $11K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
500
New
$22.72 - $23.0 $11.4K - $11.5K
500 $11K
BOTZ
Global X Fds

ETFs
325
New
$31.11 - $34.18 $10.1K - $11.1K
325 $10K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
524
New
$19.47 - $20.95 $10.2K - $11K
524 $10K
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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