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
PEP
Pepsico Inc

Consumer Defensive
1.6K
+ 26.85%
$128.02 - $151.37 $204K - $242K
7.54K $995K
NEAR
Blackrock Short Maturity Bond

ETFs
1.66K
+ 2.08%
$50.41 - $51.17 $83.6K - $84.9K
81.4K $4.16M
MDT
Medtronic PLC

Healthcare
1.33K
+ 26.2%
$80.68 - $88.86 $107K - $118K
6.39K $556K
JPIE
J P Morgan Exchange Traded Fd
2.11K
+ 37.14%
$45.12 - $46.32 $95.2K - $97.8K
7.8K $361K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.2K
+ 35.01%
$72.02 - $73.82 $86.4K - $88.6K
4.63K $340K
VEU
Vanguard Ftse All World Ex Us

ETFs
975
+ 28.29%
$54.19 - $67.22 $52.8K - $65.5K
4.42K $297K
SUI
Sun Communities Inc

Real Estate
760
+ 20.03%
$114.62 - $132.25 $87.1K - $101K
4.56K $576K
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 1.36%
$243.75 - $303.93 $8.53K - $10.6K
2.61K $792K
SCHG
Schwab Strategic Tr Us Large C

ETFs
557
+ 3.61%
$22.27 - $29.21 $12.4K - $16.3K
16K $466K
XLK
Technology Sector Spdr

ETFs
123
+ 12.07%
$179.73 - $253.23 $22.1K - $31.1K
1.14K $289K
ABT
Abbott Laboratories

Healthcare
155
+ 0.89%
$123.95 - $138.08 $19.2K - $21.4K
17.6K $2.39M
LEN
Lennar Corp

Consumer Cyclical
796
+ 26.33%
$102.76 - $115.66 $81.8K - $92.1K
3.82K $422K
SRE
Sempra Energy

Utilities
170
+ 1.72%
$63.78 - $78.91 $10.8K - $13.4K
10K $761K
MBB
Ishares Tr

ETFs
547
+ 2.32%
$91.41 - $94.22 $50K - $51.5K
24.2K $2.27M
CL
Colgate Palmolive CO

Consumer Defensive
639
+ 28.68%
$87.57 - $96.0 $56K - $61.3K
2.87K $260K
ROUS
Hartford Multifactor Us Equity

ETFs
244
+ 1.94%
$45.36 - $53.69 $11.1K - $13.1K
12.8K $688K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
370
+ 23.08%
$121.58 - $136.74 $45K - $50.6K
1.97K $267K
VPU
Vanguard Utilities ETF

ETFs
184
+ 6.59%
$158.36 - $178.82 $29.1K - $32.9K
2.98K $525K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
914
+ 3.52%
$41.1 - $42.37 $37.6K - $38.7K
26.9K $1.14M
NWBI
Northwest Bancshares, Inc.

Financial Services
2K
+ 9.64%
$10.9 - $12.84 $21.8K - $25.7K
22.8K $290K
SCHA
Schwab Strategic Tr Us Small C

ETFs
527
+ 4.81%
$20.42 - $25.3 $10.8K - $13.3K
11.5K $290K
KBH
Kb Home

Consumer Cyclical
1.2K
+ 20.0%
$50.15 - $58.93 $60.2K - $70.7K
7.2K $381K
VNQ
Vanguard Specialized Funds Van

ETFs
396
+ 14.59%
$79.79 - $91.42 $31.6K - $36.2K
3.11K $277K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
471
+ 2.61%
$49.73 - $51.44 $23.4K - $24.2K
18.5K $951K
SYLD
Cambria Shareholder Yld ETF

ETFs
282
+ 5.19%
$55.35 - $65.57 $15.6K - $18.5K
5.72K $371K
MA
Mastercard Inc

Financial Services
34
+ 8.65%
$479.92 - $590.74 $16.3K - $20.1K
427 $239K
TTI
Tetra Technologies Inc

Energy
7K
+ 11.11%
$2.13 - $3.77 $14.9K - $26.4K
70K $235K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
2.53K
+ 23.65%
$10.09 - $10.88 $25.5K - $27.5K
13.2K $136K
AOR
Ishares Tr Core Growth Allocat

ETFs
15
+ 0.32%
$53.36 - $61.57 $800 - $924
4.68K $288K
MO
Altria Group, Inc.

Consumer Defensive
433
+ 9.72%
$55.56 - $60.91 $24.1K - $26.4K
4.89K $286K
ICVT
Ishares Tr Convertible Bond Et

ETFs
10
+ 0.37%
$78.98 - $90.1 $790 - $901
2.72K $245K
LQD
Ishares Iboxx $ Investment Gra

ETFs
10
+ 0.06%
$105.23 - $109.61 $1.05K - $1.1K
16.3K $1.78M
TLT
Ishares Barclays 20+ Year Trea

ETFs
654
+ 4.36%
$83.97 - $92.85 $54.9K - $60.7K
15.6K $1.38M
PG
Procter & Gamble CO

Consumer Defensive
6.45K
+ 7.06%
$157.66 - $172.39 $1.02M - $1.11M
97.9K $15.6M
INTC
Intel Corp

Technology
700
+ 5.24%
$18.13 - $22.69 $12.7K - $15.9K
14.1K $315K
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.37%
$335.24 - $380.78 $7.71K - $8.76K
6.21K $2.28M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
1K
+ 1.96%
$10.51 - $11.34 $10.5K - $11.3K
52K $580K
SO
Southern CO

Utilities
78
+ 1.15%
$84.91 - $92.56 $6.62K - $7.22K
6.85K $628K
WM
Waste Management Inc

Industrials
69
+ 1.86%
$216.47 - $242.1 $14.9K - $16.7K
3.77K $863K
CORP
Pimco Investment Grade Corp Bd

ETFs
38
+ 0.98%
$94.14 - $97.31 $3.58K - $3.7K
3.92K $380K
SHV
Ishares Tr

ETFs
24
+ 1.08%
$110.06 - $110.46 $2.64K - $2.65K
2.24K $247K
WELL
Welltower Inc.

Real Estate
9
+ 0.23%
$136.49 - $155.22 $1.23K - $1.4K
3.86K $593K
EMLD
Ftac Emerald Acquisition Corp.

Financial Services
75
+ 0.75%
N/A
10.1K $109K
Complete Solaria Inc
14K
+ 45.16%
N/A
45K $0
FSCO
Fs Cr Opportunities Corp Com
28.7K
New
N/A
28.7K $0
FLLV
Franklin Templeton ETF Tr
28
+ 0.67%
N/A
4.23K $0
Lam Research Corp
103K
+ 181.86%
N/A
159K $0
ESS
Essex Property Trust, Inc.

Real Estate
1
+ 0.06%
N/A
1.59K $434K
Reddit Inc
3.33K
New
N/A
3.33K $0
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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