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
Phinia Inc
47
New
N/A
47 $0
Orchid Is Cap Inc
60
New
N/A
60 $0
PBR
Petrobras Petroleo Brasileiro Sa

Energy
60
New
$12.61 - $15.33 $757 - $920
60 $0
SPIB
Spdr Portfolio Intermediate Te

ETFs
1
New
$32.65 - $33.68 $32.7 - $33.7
1 $0
FE
Firstenergy Corp

Utilities
9
New
$39.14 - $44.52 $352 - $401
9 $0
DB
Deutsche Bank Aktiengesellschaft

Financial Services
46
New
$16.2 - $17.97 $745 - $827
46 $0
BTU
Peabody Energy Corp

Energy
39
New
$19.81 - $29.8 $773 - $1.16K
39 $0
FTS
Fortis Inc.

Utilities
24
New
$41.04 - $45.81 $985 - $1.1K
24 $0
Fortuna Mng Corp
2.02K
New
N/A
2.02K $0
Franklin Templeton Digital H
550
New
N/A
550 $0
FLLV
Franklin Templeton ETF Tr
2.77K
New
N/A
2.77K $0
Paysafe Limited
130
New
N/A
130 $0
PATK
Patrick Industries Inc

Consumer Cyclical
9
New
$82.71 - $146.16 $744 - $1.32K
9 $0
Perion Network LTD
50
New
N/A
50 $0
Solventum Corp
12
New
N/A
12 $0
Nextracker Inc
20
New
N/A
20 $0
Net Lease Office Properties
48
New
N/A
48 $0
Siriusxm Holdings Inc
200
New
N/A
200 $0
EWW
Ishares Inc Msci Mexico ETF

ETFs
14
New
N/A
14 $0
SIG
Signet Jewelers LTD

Consumer Cyclical
10
New
$79.42 - $104.13 $794 - $1.04K
10 $0
BSRR
Sierra Bancorp

Financial Services
1
New
$27.32 - $34.59 $27.3 - $34.6
1 $0
NOV
Nov Inc.

Energy
22
New
$14.06 - $16.79 $309 - $369
22 $0
SHG
Shinhan Financial Group CO LTD

Financial Services
16
New
N/A
16 $0
NWN
Northwest Natural Holding CO

Utilities
14
New
$38.42 - $43.85 $538 - $614
14 $0
NU
Nu Holdings Ltd.

Financial Services
67
New
$10.24 - $15.89 $686 - $1.06K
67 $0
Skillz Inc
53
New
N/A
53 $0
SMR
Nuscale Power Corp

Industrials
50
New
$11.69 - $30.21 $585 - $1.51K
50 $0
EYE
National Vision Holdings, Inc.

Consumer Cyclical
39
New
$9.69 - $12.45 $378 - $486
39 $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1
New
$45.07 - $47.1 $45.1 - $47.1
1 $0
IBRX
Immunity Bio, Inc.

Healthcare
200
New
$2.56 - $6.17 $512 - $1.23K
200 $0
ON
On Semiconductor Corp

Technology
10
New
$63.05 - $74.7 $631 - $747
10 $0
ALCC
Alt C Acquisition Corp.

Financial Services
521
New
N/A
521 $0
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
7
New
$109.13 - $130.93 $764 - $917
7 $0
IP
International Paper CO

Consumer Cyclical
4
New
$46.64 - $59.57 $187 - $238
4 $0
OGE
Oge Energy Corp.

Utilities
16
New
$39.65 - $44.08 $634 - $705
16 $0
XLE
Energy Sector Spdr

ETFs
12
+ 0.45%
$83.32 - $97.27 $1K - $1.17K
2.67K $228K
PFF
Ishares Trust Ishares Pfd And

ETFs
409
+ 3.33%
$31.23 - $33.51 $12.8K - $13.7K
12.7K $399K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.34K
+ 2.67%
$88.59 - $94.57 $208K - $222K
90K $7.99M
SYLD
Cambria Shareholder Yld ETF

ETFs
39
+ 0.98%
$68.06 - $76.27 $2.65K - $2.97K
4.03K $275K
UPS
United Parcel Service Inc

Industrials
1.1K
+ 7.4%
$122.65 - $138.35 $135K - $152K
16K $2.01M
DUK
Duke Energy Corp

Utilities
1
+ 0.05%
$105.76 - $120.76 $106 - $121
1.98K $213K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.4K
+ 200.1%
$26.93 - $84.95 $308K - $972K
17.2K $468K
LOW
Lowes Companies Inc

Consumer Cyclical
669
+ 8.83%
$244.52 - $284.07 $164K - $190K
8.24K $2.03M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
100
+ 0.86%
$14.98 - $16.73 $1.5K - $1.67K
11.7K $175K
CAT
Caterpillar Inc

Industrials
58
+ 3.68%
$360.37 - $416.88 $20.9K - $24.2K
1.63K $592K
FCX
Freeport Mcmoran Inc

Basic Materials
710
+ 16.5%
$38.08 - $50.82 $27K - $36.1K
5.01K $190K
VPU
Vanguard Utilities ETF

ETFs
22
+ 0.81%
$160.52 - $179.11 $3.53K - $3.94K
2.74K $447K
IDV
Ishares Tr

ETFs
300
+ 2.39%
$27.03 - $29.92 $8.11K - $8.98K
12.8K $351K
CMC
Commercial Metals CO

Basic Materials
1.79K
+ 8.22%
$49.22 - $63.32 $88.1K - $113K
23.6K $1.17M
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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