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
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.01K
+ 6.04%
$57.53 - $60.83 $116K - $122K
35.4K $2.03M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.93K
New
$24.82 - $25.48 $48K - $49.2K
1.93K $48K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
3.91K
New
N/A
3.91K $48K
TMO
Thermo Fisher Scientific Inc.

Healthcare
93
New
$501.29 - $612.85 $46.6K - $57K
93 $48K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
2.35K
New
$20.35 - $21.68 $47.8K - $50.9K
2.35K $48K
CI
Cigna Corp

Healthcare
176
New
$265.59 - $358.58 $46.7K - $63.1K
176 $48K
DGRO
Ishares Core Dividend Growth E

ETFs
793
New
$60.73 - $64.94 $48.2K - $51.5K
793 $48K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.29K
New
$20.98 - $21.19 $48K - $48.5K
2.29K $48K
BSCU
Invesco Exc Self Ind Tr

ETFs
2.97K
New
$16.32 - $16.99 $48.4K - $50.4K
2.97K $48K
PHO
Invesco Exchange Traded Fd Tr

ETFs
732
New
$65.79 - $72.14 $48.2K - $52.8K
732 $48K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.97K
New
$23.88 - $24.32 $47.1K - $47.9K
1.97K $47K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
627
New
$75.65 - $83.47 $47.4K - $52.3K
627 $47K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
40
New
$1146.59 - $1270.6 $45.9K - $50.8K
40 $47K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
8.28K
New
$5.64 - $5.93 $46.7K - $49.1K
8.28K $47K
EIX
Edison International

Utilities
597
New
$77.93 - $88.36 $46.5K - $52.8K
597 $47K
CCI
Crown Castle International Corp

Real Estate
512
New
$89.78 - $119.11 $46K - $61K
512 $46K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
3.51K
New
$13.12 - $13.68 $46.1K - $48K
3.51K $46K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.1K
New
$41.09 - $45.94 $45.2K - $50.5K
1.1K $46K
AGI
Alamos Gold Inc

Basic Materials
2.5K
New
$17.54 - $21.38 $43.9K - $53.5K
2.5K $46K
AEE
Ameren Corp

Utilities
499
New
$85.81 - $94.98 $42.8K - $47.4K
499 $44K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.82K
New
$24.5 - $25.72 $44.5K - $46.8K
1.82K $44K
IBDV
Ishares Tr

Technology
2.08K
New
$21.24 - $22.15 $44.1K - $46K
2.08K $44K
DOW
Dow Inc.

Basic Materials
1.11K
New
$39.1 - $55.34 $43.4K - $61.4K
1.11K $44K
XLF
Financial Sector Spdr

ETFs
929
New
$44.89 - $51.34 $41.7K - $47.7K
929 $44K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.18K
New
$20.28 - $21.2 $44.1K - $46.1K
2.18K $44K
JRS
Nuveen Real Estate Income Fund

Financial Services
5K
New
$8.09 - $9.64 $40.5K - $48.2K
5K $43K
LAMR
Lamar Advertising CO

Real Estate
357
New
$121.37 - $138.11 $43.3K - $49.3K
357 $43K
ITA
Ishares Tr

ETFs
295
New
$144.31 - $157.31 $42.6K - $46.4K
295 $42K
EMB
Ishares Tr

ETFs
2.13K
+ 6.54%
$88.94 - $93.46 $189K - $199K
34.7K $3.09M
IRM
Iron Mountain Inc

Real Estate
400
New
$101.62 - $128.14 $40.6K - $51.3K
400 $42K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.51K
New
$27.54 - $83.04 $41.6K - $126K
1.51K $41K
APH
Amphenol Corp

Technology
600
New
$62.07 - $75.35 $37.2K - $45.2K
600 $41K
TREX
Trex CO Inc

Industrials
600
New
$62.94 - $79.88 $37.8K - $47.9K
600 $41K
SIZE
Ishares Msci Usa Size Factor E

ETFs
277
New
$146.95 - $158.89 $40.7K - $44K
277 $41K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
3.57K
New
$11.44 - $13.22 $40.8K - $47.1K
3.57K $41K
DDOG
Datadog, Inc.

Technology
287
New
$113.98 - $168.65 $32.7K - $48.4K
287 $41K
HYG
Ishares Tr

ETFs
532
New
$78.09 - $80.04 $41.5K - $42.6K
532 $41K
DEO
Diageo PLC

Consumer Defensive
320
New
$118.0 - $139.88 $37.8K - $44.8K
320 $40K
IXN
Ishares Global Information Tec

ETFs
478
New
$80.67 - $87.84 $38.6K - $42K
478 $40K
COLB
Columbia Banking System, Inc.

Financial Services
1.51K
New
$25.29 - $32.01 $38.2K - $48.3K
1.51K $40K
CBOE
Cboe Global Markets, Inc.

Financial Services
202
New
$191.61 - $217.84 $38.7K - $44K
202 $39K
RWO
Spdr Dow Jones Global Real Est

ETFs
912
New
$42.41 - $47.31 $38.7K - $43.1K
912 $39K
NCA
Nuveen California Municipal Value Fund

Financial Services
4.63K
New
$8.37 - $9.19 $38.8K - $42.6K
4.63K $39K
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
New
$4100.99 - $5300.34 $32.8K - $42.4K
8 $39K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.22K
New
$17.65 - $18.18 $39.2K - $40.4K
2.22K $39K
WSM
Williams Sonoma Inc

Consumer Cyclical
216
New
$129.13 - $198.21 $27.9K - $42.8K
216 $39K
SJM
J M Smucker CO

Consumer Defensive
350
New
$106.92 - $121.75 $37.4K - $42.6K
350 $38K
SPYG
Spdr Portfolio

ETFs
436
New
$81.74 - $91.38 $35.6K - $39.8K
436 $38K
EWC
Ishares Msci Canada ETF

ETFs
950
New
$39.64 - $43.28 $37.7K - $41.1K
950 $38K
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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