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
DE
Deere & CO

Industrials
462
+ 2.43%
$389.45 - $466.0 $180K - $215K
19.5K $8.27M
AX
Axos Financial, Inc.

Financial Services
1.31K
+ 4.79%
$59.93 - $86.6 $78.6K - $114K
28.7K $2M
EW
Edwards Lifesciences Corp

Healthcare
132
+ 0.39%
$64.54 - $75.92 $8.52K - $10K
34.1K $2.53M
MSTR
Microstrategy Inc

Technology
900
New
$162.69 - $473.83 $146K - $426K
900 $260K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
1.64K
+ 8.33%
$60.17 - $75.64 $98.4K - $124K
21.3K $1.51M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.23K
+ 39.67%
$46.33 - $48.6 $289K - $303K
21.9K $1.02M
SMPL
Simply Good Foods CO

Consumer Defensive
2.81K
+ 8.37%
$32.46 - $40.01 $91.1K - $112K
36.4K $1.42M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.38K
New
$53.94 - $58.15 $236K - $254K
4.38K $246K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.45K
New
$100.16 - $100.7 $245K - $247K
2.45K $245K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.21K
+ 1.74%
$176.42 - $186.91 $390K - $414K
130K $23.1M
DGII
Digi International Inc

Technology
3.09K
+ 6.22%
$27.66 - $33.88 $85.6K - $105K
52.8K $1.6M
IWM
Ishares Russell 2000 ETF

ETFs
1K
New
$216.13 - $242.4 $217K - $243K
1K $221K
CRM
Salesforce, Inc.

Technology
656
New
$270.87 - $367.87 $178K - $241K
656 $219K
NET
Cloudflare, Inc.

Technology
400
+ 6.25%
$78.11 - $117.56 $31.2K - $47K
6.8K $731K
EMR
Emerson Electric CO

Industrials
1.67K
New
$108.13 - $134.33 $180K - $224K
1.67K $206K
AXP
American Express CO

Financial Services
670
New
$267.35 - $305.57 $179K - $205K
670 $198K
PEP
Pepsico Inc

Consumer Defensive
1.89K
+ 37.44%
$151.29 - $176.1 $285K - $332K
6.93K $1.05M
ENB
Enbridge Inc

Energy
4.61K
New
$40.4 - $43.92 $186K - $202K
4.61K $195K
STZ
Constellation Brands, Inc.

Consumer Defensive
880
New
$219.66 - $257.62 $193K - $227K
880 $194K
MA
Mastercard Inc

Financial Services
367
New
$491.3 - $536.15 $180K - $197K
367 $193K
VRSK
Verisk Analytics, Inc.

Industrials
500
+ 6.85%
$262.86 - $294.75 $131K - $147K
7.8K $2.15M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.18K
New
$55.73 - $66.16 $177K - $210K
3.18K $191K
RLI
Rli Corp

Financial Services
645
+ 7.58%
$151.91 - $180.89 $98K - $117K
9.15K $1.51M
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.68K
New
$40.15 - $42.9 $188K - $201K
4.68K $188K
TROW
Price T Rowe Group Inc

Financial Services
1.1K
+ 7.19%
$106.48 - $124.69 $117K - $137K
16.4K $1.85M
KHC
Kraft Heinz CO

Consumer Defensive
6.03K
New
$30.1 - $36.02 $182K - $217K
6.03K $185K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.17K
New
$22.01 - $66.82 $180K - $546K
8.17K $185K
IPAR
Inter Parfums Inc

Consumer Defensive
1.1K
+ 6.16%
$118.08 - $139.92 $130K - $154K
18.9K $2.49M
PLD
Prologis, Inc.

Real Estate
1.7K
New
$101.4 - $126.96 $173K - $216K
1.7K $180K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.35K
New
$75.1 - $82.99 $176K - $195K
2.35K $177K
JPIE
J P Morgan Exchange Traded Fd
3.89K
New
$45.59 - $46.25 $178K - $180K
3.89K $177K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
8.5K
New
$20.38 - $21.75 $173K - $185K
8.5K $175K
EPD
Enterprise Products Partners L.P.

Energy
5.57K
New
$28.66 - $34.43 $160K - $192K
5.57K $174K
LEN
Lennar Corp

Consumer Cyclical
1.26K
New
$136.2 - $188.96 $171K - $238K
1.26K $171K
IWF
Ishares Russell 1000 Gr ETF

ETFs
428
New
$370.24 - $418.94 $158K - $179K
428 $171K
IAU
Ishares Gold Trust

ETFs
4.34K
+ 1.82%
$48.37 - $52.65 $210K - $229K
243K $12M
PNW
Pinnacle West Capital Corp

Utilities
2K
New
$84.03 - $94.52 $168K - $189K
2K $169K
ISRG
Intuitive Surgical Inc

Healthcare
325
New
$471.27 - $550.62 $153K - $179K
325 $169K
TBBK
Bancorp, Inc.

Financial Services
3.88K
+ 9.0%
$47.01 - $60.36 $183K - $234K
47K $2.48M
NTR
Nutrien Ltd.

Basic Materials
3.75K
New
$44.04 - $50.78 $165K - $190K
3.75K $167K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.96K
New
N/A
1.96K $167K
PFIS
Peoples Financial Services Corp.

Financial Services
3.24K
New
$44.73 - $58.76 $145K - $190K
3.24K $165K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
6.85K
New
$23.63 - $26.47 $162K - $181K
6.85K $162K
CPRT
Copart Inc

Consumer Cyclical
2.8K
New
$51.36 - $63.8 $144K - $179K
2.8K $160K
CRWD
Crowd Strike Holdings, Inc.

Technology
190
+ 12.68%
$275.15 - $388.2 $52.3K - $73.8K
1.69K $577K
CORP
Pimco Investment Grade Corp Bd

ETFs
1.66K
New
$95.1 - $99.41 $157K - $165K
1.66K $157K
PPL
Ppl Corp

Utilities
4.73K
New
$31.47 - $35.0 $149K - $166K
4.73K $153K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.37K
New
$64.62 - $71.43 $153K - $170K
2.37K $153K
PRU
Prudential Financial Inc

Financial Services
1.28K
New
$114.59 - $129.52 $146K - $165K
1.28K $151K
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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