Van Hulzen Asset Management, LLC Purchases in Q2 2025

Van Hulzen Asset Management, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BXSL
Blackstone Secured Lending Fund

Financial Services
10.6K
New
$26.88 - $32.74 $285K - $347K
10.6K $325K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.14K
New
$62.73 - $78.42 $260K - $324K
4.14K $320K
EEM
Ishares Msci Emerging Markets

ETFs
5.53K
New
$38.52 - $48.28 $213K - $267K
5.53K $266K
PANW
Palo Alto Networks Inc

Technology
1.26K
New
$152.44 - $204.64 $192K - $257K
1.26K $257K
KLAC
Kla Corp

Technology
277
New
$576.53 - $902.94 $160K - $250K
277 $248K
DELL
Dell Technologies Inc.

Technology
2.01K
New
$71.63 - $125.98 $144K - $253K
2.01K $246K
CAT
Caterpillar Inc

Industrials
415
+ 28.64%
$273.94 - $388.21 $114K - $161K
1.86K $723K
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.82K
+ 2.54%
$34.67 - $41.47 $63K - $75.3K
73.2K $3.04M
AMAT
Applied Materials Inc

Technology
1.3K
New
$126.95 - $183.52 $165K - $238K
1.3K $237K
NEE
Nextera Energy Inc

Utilities
3.33K
New
$64.11 - $75.0 $214K - $250K
3.33K $231K
INDA
Ishares Msci India Index Fund

ETFs
4.04K
New
$49.13 - $55.86 $198K - $226K
4.04K $224K
NTR
Nutrien Ltd.

Basic Materials
3.85K
New
$46.88 - $62.89 $180K - $242K
3.85K $223K
V
Visa Inc.

Financial Services
331
+ 1.51%
$308.27 - $373.31 $102K - $124K
22.2K $7.89M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.71K
New
$101.97 - $126.75 $174K - $216K
1.71K $216K
AFL
Aflac Inc

Financial Services
2.03K
New
$99.77 - $112.45 $203K - $228K
2.03K $214K
BAC
Bank Of America Corp

Financial Services
3.46K
+ 38.37%
$34.39 - $47.46 $119K - $164K
12.5K $590K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
936
New
$171.4 - $227.1 $160K - $213K
936 $212K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.8K
+ 1.61%
$96.84 - $99.46 $175K - $179K
114K $11.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
98
+ 1.18%
$113.67 - $150.4 $11.1K - $14.7K
8.43K $1.27M
CLH
Clean Harbors Inc

Industrials
897
New
$182.1 - $233.5 $163K - $209K
897 $207K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.61K
+ 2.94%
$51.1 - $53.29 $133K - $139K
91.3K $4.86M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
6.85K
New
$26.18 - $30.91 $179K - $212K
6.85K $206K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.48K
New
$79.56 - $82.92 $197K - $205K
2.48K $205K
IWM
Ishares Russell 2000 ETF

ETFs
939
New
$174.82 - $215.79 $164K - $203K
939 $202K
CRM
Salesforce, Inc.

Technology
742
New
$236.26 - $291.15 $175K - $216K
742 $202K
C
Citigroup Inc

Financial Services
2.35K
New
$58.13 - $85.12 $137K - $200K
2.35K $200K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.91K
+ 2.48%
$63.54 - $68.5 $248K - $268K
162K $10.9M
EW
Edwards Lifesciences Corp

Healthcare
39
+ 0.11%
$67.07 - $78.22 $2.62K - $3.05K
34K $2.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
190
+ 11.64%
$456.74 - $568.03 $86.8K - $108K
1.82K $1.03M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.86K
+ 2.07%
$85.42 - $94.39 $159K - $175K
91.6K $8.6M
LNG
Cheniere Energy, Inc.

Energy
145
+ 1.24%
$197.25 - $244.33 $28.6K - $35.4K
11.8K $2.88M
MS
Morgan Stanley

Financial Services
656
+ 19.63%
$99.83 - $140.86 $65.5K - $92.4K
4K $563K
O
Realty Income Corp

Real Estate
3.13K
+ 20.44%
$52.27 - $58.52 $164K - $183K
18.5K $1.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
421
+ 6.09%
$82.96 - $110.1 $34.9K - $46.4K
7.33K $807K
NLOK
Norton Life Lock Inc.

Technology
7.71K
New
N/A
7.71K $165K
PHM
Pultegroup Inc

Consumer Cyclical
1.4K
+ 30.33%
$92.02 - $106.54 $129K - $149K
6.02K $634K
TOL
Toll Brothers, Inc.

Consumer Cyclical
700
+ 8.75%
$90.5 - $114.3 $63.4K - $80K
8.7K $992K
BA
Boeing CO

Industrials
155
+ 5.52%
$136.59 - $217.51 $21.2K - $33.7K
2.97K $621K
GE
General Electric CO

Industrials
135
+ 7.2%
$166.81 - $257.39 $22.5K - $34.7K
2.01K $517K
UBER
Uber Technologies, Inc

Technology
170
+ 2.89%
$64.62 - $93.3 $11K - $15.9K
6.04K $563K
HSY
Hershey CO

Consumer Defensive
897
+ 33.9%
$151.29 - $173.13 $136K - $155K
3.54K $587K
PM
Philip Morris International Inc.

Consumer Defensive
237
+ 6.66%
$149.23 - $184.95 $35.4K - $43.8K
3.79K $690K
FITB
Fifth Third Bancorp

Financial Services
2.1K
+ 10.29%
$33.32 - $41.51 $70K - $87.2K
22.5K $925K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.35K
+ 6.51%
$51.14 - $57.0 $120K - $134K
38.5K $2.19M
FHN
First Horizon Corp

Financial Services
3.5K
+ 12.75%
$16.21 - $21.2 $56.7K - $74.2K
31K $656K
XYL
Xylem Inc.

Industrials
8
+ 0.07%
$102.86 - $129.5 $823 - $1.04K
12.2K $1.58M
BK
Bank Of New York Mellon Corp

Financial Services
12
+ 0.07%
$73.31 - $91.62 $880 - $1.1K
16.4K $1.49M
PLD
Prologis, Inc.

Real Estate
1.26K
+ 69.82%
$89.76 - $112.34 $113K - $141K
3.06K $321K
IDV
Ishares Tr

ETFs
2.12K
+ 17.15%
$27.79 - $34.84 $58.9K - $73.9K
14.5K $499K
Activity Summary
Buys All Purchases 180 New Holdings 29 Increased Positions 151 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 1
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