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
ALC
Alcon Inc

Healthcare
13
New
$83.87 - $99.15 $1.09K - $1.29K
13 $1K
AVA
Avista Corp

Utilities
36
New
$35.46 - $39.23 $1.28K - $1.41K
36 $1K
APOG
Apogee Enterprises, Inc.

Industrials
17
New
$68.43 - $87.22 $1.16K - $1.48K
17 $1K
DOV
Dover Corp

Industrials
1
New
$184.72 - $206.51 $185 - $207
1 $0
FLV
American Centy ETF Tr Focused

ETFs
9
New
$66.11 - $71.93 $595 - $647
9 $0
Grayscale Ethereum Mini Tr E
17.5K
New
N/A
17.5K $0
DHC
Diversified Healthcare Trust

Real Estate
15
New
$2.17 - $4.13 $32.6 - $61.9
15 $0
WLY
John Wiley & Sons, Inc.

Communication Services
16
New
$43.58 - $53.13 $697 - $850
16 $0
AEO
American Eagle Outfitters Inc

Consumer Cyclical
2
New
$16.36 - $22.16 $32.7 - $44.3
2 $0
Concentra Group Holdings Par
37
New
N/A
37 $0
Corpay Inc
17
New
N/A
17 $0
WAFD
Washington Federal Inc

Financial Services
5
New
$31.95 - $38.06 $160 - $190
5 $0
TEF
Telefonica S A

Communication Services
148
New
$4.02 - $4.88 $595 - $722
148 $0
WCN
Waste Connections, Inc.

Industrials
1
New
$171.06 - $193.25 $171 - $193
1 $0
Amplify ETF Tr
510
New
N/A
510 $0
Curbline Pptys Corp
6
New
N/A
6 $0
ARMK
Aramark

Industrials
6
New
$37.25 - $42.22 $224 - $253
6 $0
SYM
Symbotic Inc.

Financial Services
20
New
$22.73 - $38.78 $455 - $776
20 $0
Wk Kellogg CO
4.24K
New
N/A
4.24K $0
MSOS
Advisorshares Tr Pure Us Canna

ETFs
30
New
$3.53 - $7.8 $106 - $234
30 $0
STLA
Stellantis N.V.

Consumer Cyclical
66
New
$12.37 - $13.99 $816 - $923
66 $0
Workhorse Group Inc
23
New
N/A
23 $0
Everus Constr Group
80
New
N/A
80 $0
AAP
Advance Auto Parts Inc

Consumer Cyclical
15
New
$35.69 - $47.44 $535 - $712
15 $0
INT
World Fuel Services Corp

Energy
36
New
N/A
36 $0
EXR
Extra Space Storage Inc.

Real Estate
1
New
$142.35 - $178.32 $142 - $178
1 $0
AHCO
Adapt Health Corp.

Healthcare
82
New
$9.18 - $11.0 $753 - $902
82 $0
2023 ETF Series Trust Ii
400
New
N/A
400 $0
STEP
Step Stone Group Inc.

Financial Services
7
New
$57.28 - $69.32 $401 - $485
7 $0
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
27
New
$27.67 - $31.93 $747 - $862
27 $0
Ea Series Trust
250
New
N/A
250 $0
SATS
Echo Star Corp

Technology
43
New
$21.52 - $27.17 $925 - $1.17K
43 $0
Super Micro Computer Inc
120
New
N/A
120 $0
EXTR
Extreme Networks Inc

Technology
51
New
$14.22 - $18.52 $725 - $945
51 $0
E
Eni Spa

Energy
30
New
$26.32 - $31.82 $790 - $955
30 $0
SHAG
Wisdomtree Yield Enhanced U.S.
535
New
N/A
535 $0
American Healthcare Reit Inc
810
New
N/A
810 $0
Entrepreneurshares Series Tr
1.5K
New
N/A
1.5K $0
EQR
Equity Residential

Real Estate
4
New
$69.12 - $77.48 $276 - $310
4 $0
FBND
Fidelity Merrimack Str Tr Tota

ETFs
0
New
$44.87 - $46.86 $0 - $0
0 $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3
New
$45.17 - $47.23 $136 - $142
3 $0
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5
New
$81.34 - $96.75 $407 - $484
5 $0
Bridger Aerospace Grp Hldgs
1.79K
New
N/A
1.79K $0
Brookfield Asset Managmt LTD
11
New
N/A
11 $0
Brookfield Corp
48
New
N/A
48 $0
Brookfield Renewable Corp
648
New
N/A
648 $0
Veralto Corp
164
New
N/A
164 $0
VALE
Vale S.A.

Basic Materials
107
New
$8.74 - $11.78 $935 - $1.26K
107 $0
VCEL
Vericel Corp

Healthcare
13
New
$40.05 - $59.11 $521 - $768
13 $0
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
Track This Portfolio

Track Van Hulzen Asset Management, LLC Portfolio

Follow Van Hulzen Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Van Hulzen Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Van Hulzen Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email