Van Hulzen Asset Management, LLC Incresed Positions in Q3 2024

Van Hulzen Asset Management, LLC

  • $1.38 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
53.3K
+ 234.79%
$107.93 - $120.23 $5.75M - $6.41M
76K $8.93M
HON
Honeywell International Inc

Industrials
25.1K
+ 1360.88%
$196.73 - $220.21 $4.95M - $5.54M
27K $5.58M
Blackrock ETF Trust Ii
73.1K
+ 141.3%
N/A
125K $6.68M
O
Realty Income Corp

Real Estate
30K
+ 274.66%
$52.36 - $63.42 $1.57M - $1.9M
41K $2.8M
Fidelity Wise Origin Bitcoin
23.4K
+ 9.64%
N/A
267K $14.8M
AWR
American States Water CO

Utilities
13.9K
+ 49.28%
$71.55 - $85.38 $997K - $1.19M
42.2K $3.52M
SBUX
Starbucks Corp

Consumer Cyclical
5.22K
+ 14.95%
$72.51 - $98.6 $379K - $515K
40.1K $3.91M
BRP
Brp Group, Inc.

Financial Services
756
+ 0.97%
$35.8 - $40.92 $27.1K - $30.9K
78.8K $3.92M
SPGI
S&P Global Inc.

Financial Services
331
+ 2.52%
$446.32 - $527.38 $148K - $175K
13.4K $6.95M
HD
Home Depot, Inc.

Consumer Cyclical
1.02K
+ 9.54%
$333.64 - $405.2 $339K - $412K
11.7K $4.73M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
13.6K
+ 21.18%
$56.04 - $62.99 $763K - $858K
77.9K $4.76M
LMAT
Lemaitre Vascular Inc

Healthcare
8.19K
+ 56.18%
$80.3 - $92.89 $657K - $760K
22.8K $2.11M
EMB
Ishares Tr

ETFs
8.42K
+ 34.9%
$87.75 - $93.74 $739K - $789K
32.5K $3.04M
FELE
Franklin Electric CO Inc

Industrials
7.67K
+ 67.54%
$93.65 - $106.62 $718K - $817K
19K $1.99M
PRGS
Progress Software Corp

Technology
2.32K
+ 4.81%
$53.37 - $67.37 $124K - $156K
50.5K $3.4M
UPS
United Parcel Service Inc

Industrials
5.53K
+ 59.17%
$123.32 - $147.38 $682K - $815K
14.9K $2.03M
BAC
Bank Of America Corp

Financial Services
18.9K
+ 148.41%
$36.65 - $44.13 $692K - $834K
31.6K $1.26M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.14K
+ 5.01%
$89.91 - $101.33 $282K - $318K
65.9K $6.46M
TBBK
Bancorp, Inc.

Financial Services
462
+ 1.08%
$37.82 - $54.21 $17.5K - $25K
43.2K $2.31M
ADUS
Addus Home Care Corp

Healthcare
1.26K
+ 4.17%
$116.16 - $133.58 $146K - $168K
31.4K $4.18M
EFG
Msci Eafe Growth ETF

ETFs
2.36K
+ 3.49%
$96.84 - $108.77 $228K - $257K
70K $7.53M
NTRS
Northern Trust Corp

Financial Services
655
+ 0.73%
$82.48 - $92.62 $54K - $60.7K
90.4K $8.14M
CARR
Carrier Global Corp

Industrials
288
+ 1.01%
$61.9 - $80.88 $17.8K - $23.3K
28.8K $2.31M
ABT
Abbott Laboratories

Healthcare
1.66K
+ 5.77%
$100.07 - $118.13 $166K - $196K
30.4K $3.47M
AIT
Applied Industrial Technologies Inc

Industrials
165
+ 1.17%
$183.8 - $224.77 $30.3K - $37.1K
14.3K $3.19M
TFLO
Ishares Treasury Floating Rate

ETFs
8.43K
+ 6.96%
$50.42 - $50.66 $425K - $427K
129K $6.55M
BMY
Bristol Myers Squibb CO

Healthcare
6.25K
+ 73.75%
$39.66 - $51.75 $248K - $324K
14.7K $762K
TOL
Toll Brothers, Inc.

Consumer Cyclical
500
+ 6.25%
$109.16 - $155.35 $54.6K - $77.7K
8.5K $1.31M
IPAR
Inter Parfums Inc

Consumer Defensive
1.15K
+ 6.88%
$113.85 - $140.68 $131K - $162K
17.8K $2.31M
LRN
Stride, Inc.

Consumer Defensive
880
+ 4.6%
$66.21 - $85.31 $58.3K - $75.1K
20K $1.71M
SNOW
Snowflake Inc.

Technology
3.57K
+ 130.77%
$108.56 - $143.02 $388K - $511K
6.3K $724K
CME
Cme Group Inc.

Financial Services
502
+ 5.04%
$193.43 - $220.62 $97.1K - $111K
10.5K $2.31M
VV
Vanguard Large Cap ETF

ETFs
1.09K
+ 27.79%
$236.92 - $263.4 $257K - $286K
4.99K $1.31M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.25K
+ 17.65%
$175.05 - $196.39 $219K - $246K
8.35K $1.64M
AWK
American Water Works Company, Inc.

Utilities
852
+ 7.13%
$127.76 - $149.9 $109K - $128K
12.8K $1.87M
HWKN
Hawkins Inc

Basic Materials
211
+ 2.58%
$87.69 - $127.47 $18.5K - $26.9K
8.38K $1.07M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
17.6K
+ 167.7%
$16.42 - $18.12 $288K - $318K
28K $506K
FSS
Federal Signal Corp

Industrials
1.16K
+ 5.61%
$82.35 - $99.97 $95.7K - $116K
21.9K $2.04M
Viper Energy Inc
1.54K
+ 4.9%
N/A
33K $1.49M
DFS
Discover Financial Services

Financial Services
900
+ 5.09%
$123.41 - $144.72 $111K - $130K
18.6K $2.61M
FNF
Fidelity National Financial, Inc.

Financial Services
9
+ 0.04%
$48.08 - $62.04 $433 - $558
21.6K $1.34M
F&G Annuities & Life Inc
1.76K
+ 6.13%
N/A
30.5K $1.36M
MBB
Ishares Tr

ETFs
1.64K
+ 5.91%
$90.85 - $96.66 $149K - $159K
29.4K $2.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
184
+ 0.78%
$105.53 - $118.34 $19.4K - $21.8K
23.8K $2.78M
PNC
Pnc Financial Services Group, Inc.

Financial Services
825
+ 23.67%
$156.14 - $187.2 $129K - $154K
4.31K $797K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
8.67K
+ 33.83%
$22.51 - $23.92 $195K - $207K
34.3K $816K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.23K
+ 36.82%
$46.18 - $48.92 $195K - $207K
15.7K $763K
AX
Axos Financial, Inc.

Financial Services
896
+ 3.39%
$56.59 - $77.61 $50.7K - $69.5K
27.3K $1.72M
ROCK
Gibraltar Industries, Inc.

Industrials
2.24K
+ 7.68%
$62.82 - $80.87 $141K - $181K
31.5K $2.2M
Activity Summary
Buys All Purchases 157 New Holdings 35 Increased Positions 122 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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