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
RY
Royal Bank Of Canada

Financial Services
51
New
$119.72 - $128.02 $6.11K - $6.53K
51 $6K
WFCF
Where Food Comes From, Inc.

Technology
500
New
$10.78 - $13.24 $5.39K - $6.62K
500 $6K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
99
New
$57.27 - $71.33 $5.67K - $7.06K
99 $6K
TER
Teradyne, Inc

Technology
53
New
$102.58 - $133.62 $5.44K - $7.08K
53 $6K
VDE
Vanguard Energy ETF

ETFs
50
New
$116.67 - $136.78 $5.83K - $6.84K
50 $6K
RPG
Invesco Exchange Traded Fd Tr

ETFs
150
New
$38.88 - $44.07 $5.83K - $6.61K
150 $6K
MAIN
Main Street Capital Corp

Financial Services
115
New
$49.95 - $58.58 $5.74K - $6.74K
115 $6K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
76
New
$80.18 - $88.79 $6.09K - $6.75K
76 $6K
CHWY
Chewy, Inc.

Consumer Cyclical
205
New
$26.51 - $35.87 $5.43K - $7.35K
205 $6K
MCG
Membership Collective Group Inc.

Consumer Cyclical
1K
New
N/A
1K $6K
HSBC
Hsbc Holdings PLC

Financial Services
128
New
$43.83 - $49.51 $5.61K - $6.34K
128 $6K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
297
New
$21.43 - $22.55 $6.36K - $6.7K
297 $6K
VLY
Valley National Bancorp

Financial Services
600
+ 5.88%
$8.7 - $10.78 $5.22K - $6.47K
10.8K $97K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
60
New
$86.65 - $94.9 $5.2K - $5.69K
60 $5K
MLM
Martin Marietta Materials Inc

Basic Materials
10
New
$516.5 - $619.58 $5.17K - $6.2K
10 $5K
SQ
Block, Inc.

Technology
65
New
$65.06 - $98.92 $4.23K - $6.43K
65 $5K
MLPA
Global X Mlp ETF

ETFs
111
New
$47.44 - $52.61 $5.27K - $5.84K
111 $5K
EXAS
Exact Sciences Corp

Healthcare
100
New
$49.33 - $71.97 $4.93K - $7.2K
100 $5K
MDU
Mdu Resources Group Inc

Industrials
321
New
$15.1 - $30.28 $4.85K - $9.72K
321 $5K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
225
New
$25.65 - $29.26 $5.77K - $6.58K
225 $5K
OKTA
Okta, Inc.

Technology
64
New
$71.81 - $86.11 $4.6K - $5.51K
64 $5K
HES
Hess Corp

Energy
41
New
$127.66 - $148.65 $5.23K - $6.09K
41 $5K
BP
Bp PLC

Energy
200
New
$28.16 - $33.14 $5.63K - $6.63K
200 $5K
VST
Vistra Corp.

Utilities
40
New
$115.74 - $166.61 $4.63K - $6.66K
40 $5K
VNQ
Vanguard Specialized Funds Van

ETFs
295
+ 12.19%
$87.85 - $98.6 $25.9K - $29.1K
2.72K $241K
XJR
Ishares Tresg Screened S&P Sma

ETFs
127
New
$40.62 - $45.4 $5.16K - $5.77K
127 $5K
ZD
Ziff Davis, Inc.

Communication Services
110
New
$43.77 - $59.99 $4.81K - $6.6K
110 $5K
EA
Electronic Arts Inc.

Communication Services
40
New
$140.69 - $167.97 $5.63K - $6.72K
40 $5K
SAP
Sap Se

Technology
21
New
$218.13 - $255.54 $4.58K - $5.37K
21 $5K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
100
New
$53.0 - $55.5 $5.3K - $5.55K
100 $5K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
412
New
$12.27 - $15.41 $5.06K - $6.35K
412 $5K
FISV
Fiserv Inc

Technology
43
New
N/A
43 $5K
WDS
Woodside Energy Group LTD

Energy
300
New
$14.38 - $18.32 $4.31K - $5.5K
300 $4K
TTE
Total Energies Se

Energy
59
New
N/A
59 $4K
CRSP
Crispr Therapeutics Ag

Healthcare
120
New
$38.65 - $55.15 $4.64K - $6.62K
120 $4K
SAN
Banco Santander, S.A.

Financial Services
1.09K
New
$4.49 - $5.05 $4.89K - $5.5K
1.09K $4K
NTES
Net Ease, Inc.

Communication Services
53
New
$76.28 - $104.26 $4.04K - $5.53K
53 $4K
AMED
Amedisys Inc

Healthcare
50
New
$83.78 - $97.71 $4.19K - $4.89K
50 $4K
EBAY
Ebay Inc

Consumer Cyclical
65
New
$57.51 - $67.17 $3.74K - $4.37K
65 $4K
H
Hyatt Hotels Corp

Consumer Cyclical
30
New
$143.07 - $164.62 $4.29K - $4.94K
30 $4K
TLRY
Tilray Brands, Inc.

Healthcare
2.46K
New
$1.16 - $1.77 $2.85K - $4.35K
2.46K $3K
CM
Canadian Imperial Bank Of Commerce

Financial Services
61
New
$59.58 - $67.31 $3.63K - $4.11K
61 $3K
LRGF
Ishares Tr

ETFs
50
New
$58.25 - $63.26 $2.91K - $3.16K
50 $3K
GVI
Ishares Tr

ETFs
29
New
$103.89 - $107.05 $3.01K - $3.1K
29 $3K
XLB
Select Sector Spdr Fd Material

ETFs
40
New
$83.8 - $97.58 $3.35K - $3.9K
40 $3K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
63
New
$49.78 - $66.55 $3.14K - $4.19K
63 $3K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
8
New
$338.38 - $446.21 $2.71K - $3.57K
8 $3K
NXST
Nexstar Media Group, Inc.

Communication Services
20
New
$157.01 - $188.5 $3.14K - $3.77K
20 $3K
XLRE
Select Sector Spdr Tr Real Est

ETFs
98
New
$40.06 - $45.21 $3.93K - $4.43K
98 $3K
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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