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
HPQ
Hp Inc

Technology
37
+ 0.39%
$32.46 - $39.3 $1.2K - $1.45K
9.64K $314K
NEE
Nextera Energy Inc

Utilities
8
+ 0.33%
$69.77 - $85.43 $558 - $683
2.4K $172K
NSA
National Storage Affiliates Trust

Real Estate
500
+ 9.71%
$37.2 - $47.44 $18.6K - $23.7K
5.65K $214K
JJSF
J&J Snack Foods Corp

Consumer Defensive
613
+ 8.06%
$155.13 - $179.02 $95.1K - $110K
8.22K $1.28M
KLAC
Kla Corp

Technology
1
+ 0.36%
$614.46 - $829.55 $614 - $830
277 $174K
ADI
Analog Devices Inc

Technology
27
+ 0.98%
$206.35 - $236.48 $5.57K - $6.38K
2.78K $589K
INTC
Intel Corp

Technology
117
+ 0.82%
$19.07 - $26.23 $2.23K - $3.07K
14.4K $289K
TGT
Target Corp

Consumer Defensive
19
+ 0.76%
$121.59 - $160.69 $2.31K - $3.05K
2.51K $339K
COP
Conocophillips

Energy
18
+ 0.22%
$95.12 - $114.72 $1.71K - $2.06K
8.22K $815K
AMAT
Applied Materials Inc

Technology
29
+ 2.18%
$161.44 - $213.89 $4.68K - $6.2K
1.36K $220K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
431
+ 0.45%
$81.68 - $82.93 $35.2K - $35.7K
96.5K $7.91M
MRTN
Marten Transport LTD

Industrials
9.53K
+ 8.49%
$15.48 - $18.26 $148K - $174K
122K $1.9M
SBUX
Starbucks Corp

Consumer Cyclical
1.81K
+ 4.5%
$87.44 - $102.5 $158K - $185K
42K $3.82M
AWK
American Water Works Company, Inc.

Utilities
1.5K
+ 11.75%
$123.83 - $146.07 $186K - $220K
14.3K $1.78M
UBER
Uber Technologies, Inc

Technology
266
+ 3.58%
$59.93 - $86.34 $15.9K - $23K
7.7K $464K
SPGI
S&P Global Inc.

Financial Services
300
+ 2.23%
$480.36 - $529.17 $144K - $159K
13.7K $6.85M
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.63K
+ 5.22%
$56.08 - $68.53 $204K - $249K
73.1K $4.11M
PSX
Phillips 66

Energy
7
+ 0.09%
$110.35 - $138.93 $772 - $973
7.71K $878K
LLY
Eli Lilly & CO

Healthcare
127
+ 5.73%
$727.2 - $932.06 $92.4K - $118K
2.34K $1.81M
ROCK
Gibraltar Industries, Inc.

Industrials
3.21K
+ 10.2%
$58.67 - $73.99 $188K - $237K
34.7K $2.04M
OEF
Ishares S&P 100 ETF

ETFs
63
+ 0.29%
N/A
21.7K $5.77M
Dimensional ETF Trust
730
+ 14.6%
N/A
5.73K $0
Ishares Bitcoin Trust ETF
100
+ 1.22%
N/A
8.27K $0
CARR
Carrier Global Corp

Industrials
300
+ 1.04%
$66.69 - $82.65 $20K - $24.8K
29.1K $1.98M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.59K
+ 1.41%
$96.64 - $101.23 $154K - $161K
114K $11.1M
SHEL
Shell PLC

Energy
3.53K
+ 1.9%
$60.63 - $70.23 $214K - $248K
189K $11.9M
ORCL
Oracle Corp

Technology
401
+ 0.33%
$165.41 - $192.43 $66.3K - $77.2K
124K $20.6M
Healthcare Rlty Tr
1.3K
+ 5.06%
N/A
27K $0
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.46K
+ 2.22%
$87.1 - $98.49 $127K - $144K
67.3K $5.88M
EFV
Msci Eafe Value ETF

ETFs
2.72K
+ 1.85%
$51.78 - $57.15 $141K - $155K
149K $7.84M
ROP
Roper Technologies Inc

Industrials
251
+ 1.22%
$519.85 - $575.95 $130K - $145K
20.9K $10.8M
STLD
Steel Dynamics Inc

Basic Materials
146
+ 0.62%
N/A
23.6K $2.31M
EFG
Msci Eafe Growth ETF

ETFs
1.02K
+ 1.45%
$96.83 - $106.88 $98.3K - $108K
71K $6.87M
EXC
Exelon Corp

Utilities
6.13K
+ 1.76%
$36.22 - $40.97 $222K - $251K
354K $13.3M
MSFT
Microsoft Corp

Technology
1.02K
+ 0.73%
$406.35 - $454.46 $413K - $462K
141K $59.4M
XOM
Exxon Mobil Corp

Energy
6.05K
+ 4.01%
$105.51 - $125.37 $638K - $758K
157K $16.9M
QCOM
Qualcomm Inc

Technology
1.18K
+ 1.95%
$150.4 - $178.04 $177K - $209K
61.4K $9.43M
MCD
Mcdonalds Corp

Consumer Cyclical
2.14K
+ 2.12%
$288.47 - $316.54 $618K - $678K
103K $30M
Viper Energy Inc
1.94K
+ 5.87%
N/A
34.9K $0
UNH
Unitedhealth Group Inc

Healthcare
384
+ 1.75%
$485.52 - $625.25 $186K - $240K
22.3K $11.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.4K
+ 2.55%
$59.25 - $72.99 $261K - $321K
177K $10.6M
KO
Coca Cola CO

Consumer Defensive
2.13K
+ 0.87%
$61.74 - $71.71 $131K - $153K
246K $15.3M
NVO
Novo Nordisk A S

Healthcare
356
+ 0.5%
$85.0 - $120.04 $30.3K - $42.7K
72.3K $6.22M
JNJ
Johnson & Johnson

Healthcare
1.81K
+ 1.19%
$143.34 - $165.86 $259K - $300K
153K $22.2M
ABBV
Abb Vie Inc.

Healthcare
2.97K
+ 1.79%
$164.99 - $203.87 $491K - $606K
169K $30.1M
DHR
Danaher Corp

Healthcare
909
+ 1.2%
$226.16 - $274.52 $206K - $250K
76.5K $17.6M
Blackrock ETF Trust Ii
28.1K
+ 22.49%
N/A
153K $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
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