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
XLU
Utilities Sector Spdr

ETFs
507
New
$74.89 - $82.93 $38K - $42K
507 $38K
ETN
Eaton Corp PLC

Industrials
19
+ 0.03%
$326.96 - $377.52 $6.21K - $7.17K
70.9K $23.5M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
302
+ 3.62%
$192.71 - $203.05 $58.2K - $61.3K
8.66K $1.68M
PCG
Pg&E Corp

Utilities
1.87K
New
$19.2 - $21.63 $35.9K - $40.4K
1.87K $37K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.82K
New
$9.71 - $15.34 $27.3K - $43.2K
2.82K $37K
IBB
Ishares Biotechnology ETF

ETFs
285
New
$131.21 - $148.85 $37.4K - $42.4K
285 $37K
BST
Black Rock Science & Technology Trust

Financial Services
1K
New
$34.86 - $38.04 $34.9K - $38K
1K $36K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.02K
+ 124.24%
$25.33 - $51.16 $178K - $359K
12.7K $327K
EME
Emcor Group, Inc.

Industrials
80
New
$427.96 - $526.95 $34.2K - $42.2K
80 $36K
PHYS
Sprott Physical Gold Trust

Financial Services
1.8K
New
$19.66 - $21.66 $35.4K - $39K
1.8K $36K
MU
Micron Technology Inc

Technology
434
New
$84.16 - $113.41 $36.5K - $49.2K
434 $36K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
722
New
$51.09 - $55.27 $36.9K - $39.9K
722 $36K
UBS
Ubs Group Ag

Financial Services
1.18K
New
$29.78 - $33.08 $35.3K - $39.2K
1.18K $35K
IDEV
Ishares Core Msci Intl Develop

ETFs
550
New
$64.18 - $70.42 $35.3K - $38.7K
550 $35K
LHX
L3 Harris Technologies, Inc.

Industrials
169
New
$208.94 - $264.22 $35.3K - $44.7K
169 $35K
PPG
Ppg Industries Inc

Basic Materials
300
New
$119.09 - $131.37 $35.7K - $39.4K
300 $35K
NSC
Norfolk Southern Corp

Industrials
150
New
$230.6 - $277.0 $34.6K - $41.6K
150 $35K
CSQ
Calamos Strategic Total Return Fund

Financial Services
1.95K
New
$17.14 - $18.44 $33.4K - $35.9K
1.95K $34K
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
3K
New
$11.28 - $12.35 $33.8K - $37.1K
3K $34K
SNA
Snap On Inc

Industrials
102
New
$285.44 - $371.35 $29.1K - $37.9K
102 $34K
LECO
Lincoln Electric Holdings Inc

Industrials
185
New
$187.47 - $219.94 $34.7K - $40.7K
185 $34K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
1.76K
New
$18.65 - $21.2 $32.7K - $37.2K
1.76K $34K
MGM
Mgm Resorts International

Consumer Cyclical
1K
New
$33.44 - $41.99 $33.4K - $42K
1K $34K
UUUU
Energy Fuels Inc

Energy
6.8K
New
$5.11 - $7.29 $34.7K - $49.6K
6.8K $34K
TAP
Molson Coors Beverage CO

Consumer Defensive
584
New
$53.97 - $63.88 $31.5K - $37.3K
584 $33K
TD
Toronto Dominion Bank

Financial Services
631
New
$51.56 - $63.8 $32.5K - $40.3K
631 $33K
TTI
Tetra Technologies Inc

Energy
4.9K
+ 14.8%
$2.95 - $4.04 $14.5K - $19.8K
38K $136K
NOC
Northrop Grumman Corp

Industrials
71
New
$466.52 - $543.88 $33.1K - $38.6K
71 $33K
CRDO
Credo Technology Group Holding LTD

Technology
500
New
$30.16 - $77.25 $15.1K - $38.6K
500 $33K
DOCU
Docusign, Inc.

Technology
365
New
$61.42 - $106.99 $22.4K - $39.1K
365 $32K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
694
New
$46.03 - $47.13 $31.9K - $32.7K
694 $32K
IEF
Ishares Barclays

ETFs
347
New
$92.08 - $98.18 $32K - $34.1K
347 $32K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
256
New
$110.69 - $154.48 $28.3K - $39.5K
256 $32K
WST
West Pharmaceutical Services Inc

Healthcare
100
New
$285.69 - $344.0 $28.6K - $34.4K
100 $32K
PNR
Pentair PLC

Industrials
316
New
$95.0 - $109.21 $30K - $34.5K
316 $31K
ADSK
Autodesk, Inc.

Technology
130
New
N/A
130 $31K
KR
Kroger CO

Consumer Defensive
521
New
$55.21 - $63.3 $28.8K - $33K
521 $31K
GRMN
Garmin LTD

Technology
153
New
$161.91 - $220.77 $24.8K - $33.8K
153 $31K
NOW
Service Now, Inc.

Technology
30
New
$867.18 - $1148.42 $26K - $34.5K
30 $31K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
85
New
$340.59 - $380.5 $29K - $32.3K
85 $31K
BRKR
Bruker Corp

Healthcare
540
New
$48.25 - $67.46 $26.1K - $36.4K
540 $31K
IXC
Ishares Tr Global Energy ETF

ETFs
814
New
$36.95 - $43.06 $30.1K - $35.1K
814 $31K
IGM
Ishares Expanded Tech Sector E

ETFs
294
New
$94.19 - $106.95 $27.7K - $31.4K
294 $30K
WY
Weyerhaeuser CO

Real Estate
1.09K
New
$27.21 - $33.7 $29.7K - $36.8K
1.09K $30K
KRE
Spdr S&P Regional Banking ETF

ETFs
500
New
$54.6 - $68.9 $27.3K - $34.5K
500 $30K
DASH
Door Dash, Inc.

Communication Services
183
New
$141.93 - $180.48 $26K - $33K
183 $30K
SLG
Sl Green Realty Corp

Real Estate
450
New
$66.24 - $81.13 $29.8K - $36.5K
450 $30K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
400
New
$71.55 - $82.8 $28.6K - $33.1K
400 $30K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.19K
New
$8.24 - $11.07 $26.3K - $35.3K
3.19K $29K
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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