Van Hulzen Asset Management, LLC Incresed Positions in Q1 2025

Van Hulzen Asset Management, LLC

  • $1.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
63.5K
+ 17014.21%
$222.79 - $249.08 $14.1M - $15.8M
63.8K $14.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
178K
+ 8360.39%
$48.06 - $53.73 $8.56M - $9.57M
180K $8.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11K
+ 82.97%
$442.66 - $534.52 $4.87M - $5.88M
24.2K $12.9M
ITW
Illinois Tool Works Inc

Industrials
26.6K
+ 3089.78%
$244.9 - $274.48 $6.52M - $7.3M
27.5K $6.81M
CSCO
Cisco Systems, Inc.

Technology
74.5K
+ 17.05%
$58.74 - $64.87 $4.37M - $4.83M
511K $31.5M
NKE
Nike, Inc.

Consumer Cyclical
87.3K
+ 7438.67%
$63.29 - $81.72 $5.53M - $7.14M
88.5K $5.62M
IAU
Ishares Gold Trust

ETFs
4.15K
+ 1.71%
$49.74 - $58.96 $206K - $245K
247K $14.6M
META
Meta Platforms, Inc.

Communication Services
3.72K
+ 15.74%
$576.36 - $736.67 $2.14M - $2.74M
27.4K $15.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 12.5%
$663000.0 - $801950.0 $663K - $802K
9 $7.19M
BWXT
Bwx Technologies, Inc.

Industrials
9.53K
+ 95290.0%
$96.59 - $128.46 $920K - $1.22M
9.54K $941K
COST
Costco Wholesale Corp

Consumer Defensive
444
+ 3.71%
$890.62 - $1076.86 $395K - $478K
12.4K $11.7M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4K
+ 72.68%
$203.38 - $274.79 $813K - $1.1M
9.5K $1.95M
AWK
American Water Works Company, Inc.

Utilities
2.18K
+ 15.21%
$121.01 - $149.31 $263K - $325K
16.5K $2.43M
RTX
Raytheon Technologies Corp

Industrials
113
+ 0.38%
$114.1 - $135.66 $12.9K - $15.3K
30.1K $3.99M
STRL
Sterling Construction CO Inc

Industrials
6.37K
+ 138.47%
$108.65 - $200.56 $692K - $1.28M
11K $1.24M
CSWI
Csw Industrials, Inc.

Industrials
2.79K
+ 45.69%
$283.77 - $396.86 $791K - $1.11M
8.88K $2.59M
EMB
Ishares Tr

ETFs
2.71K
+ 7.81%
$88.64 - $92.03 $240K - $249K
37.4K $3.39M
NEAR
Blackrock Short Maturity Bond

ETFs
5.17K
+ 6.93%
$50.4 - $50.89 $261K - $263K
79.8K $4.06M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.34K
+ 136.24%
$80.53 - $147.57 $108K - $198K
2.33K $307K
CORP
Pimco Investment Grade Corp Bd

ETFs
2.22K
+ 134.26%
$93.89 - $97.32 $209K - $216K
3.88K $375K
KBH
Kb Home

Consumer Cyclical
4K
+ 199.9%
$57.73 - $70.05 $231K - $280K
6K $348K
TOL
Toll Brothers, Inc.

Consumer Cyclical
3K
+ 60.0%
$103.02 - $140.69 $309K - $422K
8K $844K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.2K
+ 13.87%
$189.39 - $204.09 $227K - $245K
9.86K $1.88M
MWA
Mueller Water Products, Inc.

Industrials
519
+ 0.81%
$21.65 - $28.24 $11.2K - $14.7K
65K $1.65M
PLTR
Palantir Technologies Inc.

Technology
1.86K
+ 38.93%
$64.98 - $124.62 $121K - $232K
6.65K $561K
WMT
Walmart Inc.

Consumer Defensive
2.84K
+ 12.79%
$84.5 - $105.05 $240K - $298K
25K $2.2M
SRE
Sempra Energy

Utilities
4.02K
+ 68.54%
$67.85 - $87.67 $272K - $352K
9.88K $704K
LEN
Lennar Corp

Consumer Cyclical
1.77K
+ 140.3%
$113.93 - $141.54 $201K - $250K
3.02K $346K
GIS
General Mills Inc

Consumer Defensive
2.77K
+ 175.44%
$57.56 - $65.3 $160K - $181K
4.35K $260K
VZ
Verizon Communications Inc

Communication Services
2.05K
+ 18.45%
$37.81 - $46.49 $77.7K - $95.5K
13.2K $598K
MSTR
Microstrategy Inc

Technology
487
+ 54.11%
$239.27 - $396.5 $117K - $193K
1.39K $399K
LLY
Eli Lilly & CO

Healthcare
9
+ 0.38%
$725.72 - $929.72 $6.53K - $8.37K
2.35K $1.94M
VV
Vanguard Large Cap ETF

ETFs
728
+ 14.91%
$253.32 - $282.66 $184K - $206K
5.61K $1.44M
SYK
Stryker Corp

Healthcare
286
+ 29.92%
$355.18 - $399.9 $102K - $114K
1.24K $462K
BK
Bank Of New York Mellon Corp

Financial Services
30
+ 0.18%
$75.42 - $88.95 $2.26K - $2.67K
16.4K $1.37M
NSA
National Storage Affiliates Trust

Real Estate
2.72K
+ 48.14%
$35.92 - $39.59 $97.7K - $108K
8.37K $329K
SHV
Ishares Tr

ETFs
980
+ 79.42%
$110.11 - $110.51 $108K - $108K
2.21K $244K
WELL
Welltower Inc.

Real Estate
8
+ 0.21%
$124.05 - $156.86 $992 - $1.25K
3.85K $590K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
9.95K
+ 21.68%
$16.57 - $18.85 $165K - $187K
55.8K $928K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.7K
+ 57.49%
$21.23 - $23.75 $99.8K - $112K
12.9K $277K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.37K
+ 19.7%
$126.86 - $146.45 $174K - $201K
8.33K $1.06M
KMB
Kimberly Clark Corp

Consumer Defensive
387
+ 13.13%
$124.46 - $147.4 $48.2K - $57K
3.34K $474K
JPIE
J P Morgan Exchange Traded Fd
1.79K
+ 45.97%
$45.46 - $46.18 $81.4K - $82.7K
5.68K $261K
PFF
Ishares Trust Ishares Pfd And

ETFs
3.05K
+ 23.99%
$30.73 - $32.26 $93.6K - $98.3K
15.7K $483K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
108
+ 0.11%
$81.83 - $82.73 $8.84K - $8.93K
96.6K $8M
TTI
Tetra Technologies Inc

Energy
25K
+ 65.79%
$3.25 - $4.98 $81.3K - $125K
63K $211K
PSX
Phillips 66

Energy
7
+ 0.09%
$113.93 - $131.55 $798 - $921
7.72K $953K
SYLD
Cambria Shareholder Yld ETF

ETFs
1.41K
+ 34.97%
$62.77 - $71.4 $88.4K - $101K
5.44K $346K
SO
Southern CO

Utilities
1
+ 0.01%
$80.96 - $92.96 $81 - $93
6.77K $622K
Activity Summary
Buys All Purchases 114 New Holdings 8 Increased Positions 106 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Van Hulzen Asset Management, LLC Portfolio

Follow Van Hulzen Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Van Hulzen Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Van Hulzen Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email