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
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.11K
New
$22.71 - $23.47 $70.7K - $73.1K
3.11K $70K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
4.6K
New
$14.26 - $15.2 $65.6K - $69.9K
4.6K $69K
AEP
American Electric Power CO Inc

Utilities
752
New
$90.91 - $102.21 $68.4K - $76.9K
752 $69K
ATO
Atmos Energy Corp

Utilities
490
New
$136.41 - $151.43 $66.8K - $74.2K
490 $68K
AOK
Ishares Tr Core Conservative A

ETFs
1.8K
New
$37.3 - $38.64 $67K - $69.4K
1.8K $67K
IYF
Ishares Tr

ETFs
600
New
$102.7 - $119.05 $61.6K - $71.4K
600 $66K
CSWI
Csw Industrials, Inc.

Industrials
407
+ 7.15%
$352.8 - $432.01 $144K - $176K
6.1K $2.15M
ASML
Asml Holding Nv

Technology
96
New
$658.43 - $872.27 $63.2K - $83.7K
96 $66K
ET
Energy Transfer LP

Energy
300
+ 1.75%
$16.05 - $19.86 $4.82K - $5.96K
17.4K $341K
NVS
Novartis Ag

Healthcare
684
New
$96.78 - $117.18 $66.2K - $80.2K
684 $66K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
90
New
$701.85 - $1046.91 $63.2K - $94.2K
90 $64K
JKHY
Henry Jack & Associates Inc

Technology
361
New
$171.12 - $186.18 $61.8K - $67.2K
361 $63K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
893
New
$69.3 - $74.3 $61.9K - $66.3K
893 $63K
BEP
Brookfield Renewable Partners L.P.

Utilities
2.79K
New
$22.59 - $28.9 $62.9K - $80.5K
2.79K $63K
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
4.79K
New
$12.94 - $14.1 $61.9K - $67.5K
4.79K $61K
TSCO
Tractor Supply CO

Consumer Cyclical
1.16K
New
$52.59 - $303.74 $60.9K - $352K
1.16K $61K
VLO
Valero Energy Corp

Energy
495
New
$118.59 - $144.02 $58.7K - $71.3K
495 $60K
VO
Vanguard Mid Cap ETF

ETFs
225
New
$261.5 - $284.63 $58.8K - $64K
225 $59K
SKYY
First Trust Cloud Computing Et

ETFs
500
New
$99.98 - $130.46 $50K - $65.2K
500 $59K
IIM
Invesco Value Municipal Income Trust

Financial Services
5K
New
$11.71 - $12.93 $58.6K - $64.7K
5K $59K
XLI
Industrial Sector Spdr

ETFs
455
New
$131.76 - $143.99 $60K - $65.5K
455 $59K
MELI
Mercadolibre Inc

Consumer Cyclical
35
New
$1666.0 - $2117.3 $58.3K - $74.1K
35 $59K
PEG
Public Service Enterprise Group Inc

Utilities
700
New
$81.87 - $94.51 $57.3K - $66.2K
700 $59K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
3.83K
New
$15.0 - $17.55 $57.4K - $67.1K
3.83K $58K
BHP
Bhp Group LTD

Basic Materials
1.2K
New
$48.78 - $62.43 $58.5K - $74.9K
1.2K $58K
SPOT
Spotify Technology S.A.

Communication Services
130
New
$362.95 - $502.38 $47.2K - $65.3K
130 $58K
PFL
Pimco Income Strategy Fund

Financial Services
7K
New
$8.27 - $8.77 $57.9K - $61.4K
7K $58K
PSA
Public Storage

Real Estate
191
New
$289.33 - $360.21 $55.3K - $68.8K
191 $57K
ROK
Rockwell Automation, Inc

Industrials
200
New
$264.65 - $302.92 $52.9K - $60.6K
200 $57K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.35K
New
$42.79 - $44.9 $57.7K - $60.6K
1.35K $57K
GLD
Spdr Gold Trust

ETFs
358
+ 1.15%
$236.59 - $257.5 $84.7K - $92.2K
31.4K $7.61M
CCL
Carnival Corp

Consumer Cyclical
2.3K
New
$17.34 - $26.8 $39.9K - $61.7K
2.3K $57K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
851
+ 3.58%
$113.92 - $127.38 $96.9K - $108K
24.6K $2.84M
ENSG
Ensign Group, Inc

Healthcare
418
New
$132.78 - $156.91 $55.5K - $65.6K
418 $55K
TT
Trane Technologies PLC

Industrials
150
New
$369.35 - $419.14 $55.4K - $62.9K
150 $55K
IYW
Ishares Dj Us Tech ETF

ETFs
351
New
$148.14 - $166.23 $52K - $58.3K
351 $55K
AMT
American Tower Corp

Real Estate
305
New
$179.4 - $232.01 $54.7K - $70.8K
305 $55K
ITOT
Ishares Core S&P Total U.S. St

ETFs
432
New
$124.26 - $134.12 $53.7K - $57.9K
432 $55K
GLDM
World Gold Trust

ETFs
1.07K
New
$50.76 - $55.23 $54.2K - $58.9K
1.07K $55K
XLY
Select Sector Spdr Consumer Di

ETFs
244
New
$194.8 - $239.43 $47.5K - $58.4K
244 $54K
MCO
Moodys Corp

Financial Services
113
New
$454.04 - $500.88 $51.3K - $56.6K
113 $53K
RMBS
Rambus Inc

Technology
1K
New
$40.13 - $59.14 $40.1K - $59.1K
1K $52K
SRE
Sempra Energy

Utilities
350
+ 6.35%
$80.81 - $94.77 $28.3K - $33.2K
5.86K $513K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
1K
New
N/A
1K $52K
UTHR
United Therapeutics Corp

Healthcare
150
New
$348.66 - $410.0 $52.3K - $61.5K
150 $52K
BMRC
Bank Of Marin Bancorp

Financial Services
2.16K
New
$19.26 - $26.57 $41.5K - $57.3K
2.16K $51K
AEM
Agnico Eagle Mines LTD

Basic Materials
664
New
$75.99 - $88.85 $50.5K - $59K
664 $51K
HCA
Hca Healthcare, Inc.

Healthcare
170
New
$297.52 - $415.61 $50.6K - $70.7K
170 $51K
VEEV
Veeva Systems Inc

Healthcare
240
New
$201.81 - $250.45 $48.4K - $60.1K
240 $50K
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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