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
FDS
Factset Research Systems Inc

Financial Services
62
New
$449.69 - $495.72 $27.9K - $30.7K
62 $29K
OKE
Oneok Inc

Energy
289
New
$92.28 - $117.05 $26.7K - $33.8K
289 $29K
CPB
Campbell Soup CO

Consumer Defensive
703
New
$41.42 - $48.71 $29.1K - $34.2K
703 $29K
IYH
Ishares Tr

ETFs
500
New
$57.53 - $65.24 $28.8K - $32.6K
500 $29K
SNEX
Stone X Group Inc.

Financial Services
300
New
$80.62 - $104.76 $24.2K - $31.4K
300 $29K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
3.54K
New
$8.1 - $9.04 $28.6K - $32K
3.54K $29K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
625
New
$47.26 - $48.18 $29.5K - $30.1K
625 $29K
SLV
I Shares Silver Trust

ETFs
3.8K
+ 11.18%
$26.33 - $31.74 $100K - $121K
37.8K $994K
FXG
First Tr Exchange Traded First

ETFs
450
New
$63.7 - $70.06 $28.7K - $31.5K
450 $28K
IRT
Independence Realty Trust, Inc.

Real Estate
1.44K
New
$18.78 - $22.01 $27K - $31.7K
1.44K $28K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
500
New
$45.39 - $62.98 $22.7K - $31.5K
500 $28K
DV
Double Verify Holdings, Inc.

Technology
1.5K
New
$16.24 - $21.06 $24.4K - $31.6K
1.5K $28K
FXC
Invesco Currency Shares Canadian Dollar Trust

ETFs
425
New
$67.77 - $72.41 $28.8K - $30.8K
425 $28K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
402
New
$68.62 - $82.57 $27.6K - $33.2K
402 $27K
PH
Parker Hannifin Corp

Industrials
43
New
$621.74 - $709.46 $26.7K - $30.5K
43 $27K
ZBRA
Zebra Technologies Corp

Technology
70
New
$360.09 - $411.94 $25.2K - $28.8K
70 $27K
RSG
Republic Services, Inc.

Industrials
136
New
$198.0 - $218.75 $26.9K - $29.8K
136 $27K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.3K
+ 300.0%
$25.93 - $105.3 $292K - $1.19M
15K $418K
SMLR
Semler Scientific, Inc.

Healthcare
500
New
$22.48 - $74.73 $11.2K - $37.4K
500 $27K
SU
Suncor Energy Inc

Energy
781
New
$34.5 - $41.53 $26.9K - $32.4K
781 $27K
DSL
Double Line Income Solutions Fund

Financial Services
2.2K
New
$12.32 - $13.0 $27.1K - $28.6K
2.2K $27K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
740
New
$29.11 - $41.59 $21.5K - $30.8K
740 $27K
JSML
Janus Detroit Str Tr Henderson

ETFs
400
New
$63.67 - $73.6 $25.5K - $29.4K
400 $26K
IOT
Samsara Inc.

Technology
600
New
$42.67 - $56.35 $25.6K - $33.8K
600 $26K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
344
New
$75.22 - $82.17 $25.9K - $28.3K
344 $26K
ASTS
Ast Space Mobile, Inc.

Communication Services
1.27K
New
$21.1 - $28.49 $26.8K - $36.2K
1.27K $26K
DG
Dollar General Corp

Consumer Defensive
353
New
$73.27 - $84.47 $25.9K - $29.8K
353 $26K
HIMX
Himax Technologies, Inc.

Technology
3.33K
New
$5.14 - $9.71 $17.1K - $32.4K
3.33K $26K
D
Dominion Energy, Inc

Utilities
485
New
$52.63 - $60.92 $25.5K - $29.5K
485 $26K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.3K
New
$19.42 - $19.76 $25.2K - $25.7K
1.3K $25K
FANG
Diamondback Energy, Inc.

Energy
800
+ 6.55%
$153.06 - $199.5 $122K - $160K
13K $2.13M
WMB
Williams Companies, Inc.

Energy
474
New
$46.37 - $59.74 $22K - $28.3K
474 $25K
HWM
Howmet Aerospace Inc.

Industrials
231
New
$99.72 - $120.09 $23K - $27.7K
231 $25K
AB
Alliancebernstein Holding L.P.

Financial Services
700
New
$34.59 - $38.68 $24.2K - $27.1K
700 $25K
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
2.18K
New
$11.71 - $12.47 $25.6K - $27.2K
2.18K $25K
CNHI
Cnh Industrial N.V.

Industrials
2.45K
New
N/A
2.45K $25K
TM
Toyota Motor Corp

Consumer Cyclical
133
New
$169.2 - $199.52 $22.5K - $26.5K
133 $25K
IJS
Ishares S&P Smallcap 600 Value

ETFs
229
New
$104.59 - $118.05 $24K - $27K
229 $24K
JBBB
Janus Detroit Str Tr Henderson

ETFs
500
New
$48.59 - $49.45 $24.3K - $24.7K
500 $24K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
648
New
$38.37 - $42.82 $24.9K - $27.7K
648 $24K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
2.51K
New
$9.7 - $10.62 $24.3K - $26.6K
2.51K $24K
MTD
Mettler Toledo International Inc

Healthcare
20
New
$1160.67 - $1498.12 $23.2K - $30K
20 $24K
VBK
Vanguard Small Cap Growth ETF

ETFs
85
New
$264.18 - $304.19 $22.5K - $25.9K
85 $23K
TRMB
Trimble Inc.

Technology
330
New
$60.21 - $75.4 $19.9K - $24.9K
330 $23K
EXP
Eagle Materials Inc

Basic Materials
94
New
$246.48 - $315.29 $23.2K - $29.6K
94 $23K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
1K
New
$22.12 - $24.37 $22.1K - $24.4K
1K $23K
DD
Du Pont De Nemours, Inc.

Basic Materials
310
New
$75.95 - $88.05 $23.5K - $27.3K
310 $23K
WDFC
Wd 40 CO

Basic Materials
98
New
$242.06 - $290.11 $23.7K - $28.4K
98 $23K
GS
Goldman Sachs Group Inc

Financial Services
40
New
$486.1 - $608.57 $19.4K - $24.3K
40 $22K
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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