Van Hulzen Asset Management, LLC Incresed Positions in Q3 2025

Van Hulzen Asset Management, LLC

  • $1.27 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
966
+ 0.57%
$174.36 - $254.72 $168K - $246K
172K $41.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15.6K
+ 63.74%
$459.11 - $506.91 $7.17M - $7.91M
40.1K $20.2M
BAC
Bank Of America Corp

Financial Services
142K
+ 1135.67%
$44.92 - $52.42 $6.36M - $7.43M
154K $7.95M
AVGO
Broadcom Inc.

Technology
5.63K
+ 5.57%
$264.74 - $369.57 $1.49M - $2.08M
107K $35.2M
JNJ
Johnson & Johnson

Healthcare
895
+ 0.7%
$155.17 - $185.42 $139K - $166K
128K $23.7M
JPM
Jpmorgan Chase & CO

Financial Services
8.36K
+ 17.91%
$282.78 - $316.06 $2.36M - $2.64M
55K $17.4M
NVDA
Nvidia Corp

Technology
1.38K
+ 1.18%
$153.3 - $186.58 $211K - $257K
118K $22M
PEP
Pepsico Inc

Consumer Defensive
17.7K
+ 235.32%
$133.81 - $152.16 $2.37M - $2.7M
25.3K $3.55M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
22.9K
+ 9.11%
$54.35 - $59.32 $1.24M - $1.36M
274K $16.2M
IAU
Ishares Gold Trust

ETFs
5.8K
+ 2.92%
$61.62 - $72.77 $357K - $422K
205K $14.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.24K
+ 4.03%
$620.67 - $670.08 $770K - $832K
32K $21.4M
ABBV
Abb Vie Inc.

Healthcare
558
+ 1.27%
$184.85 - $231.54 $103K - $129K
44.6K $10.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.97K
+ 2.66%
$182.33 - $194.5 $542K - $578K
115K $22.3M
TJX
Tjx Companies Inc

Consumer Cyclical
5.5K
+ 11.3%
$121.35 - $144.54 $667K - $794K
54.2K $7.83M
MCD
Mcdonalds Corp

Consumer Cyclical
1.72K
+ 2.09%
$291.67 - $316.99 $502K - $545K
84.2K $25.6M
MMSI
Merit Medical Systems Inc

Healthcare
14.8K
+ 115.36%
$80.06 - $96.01 $1.18M - $1.42M
27.5K $2.29M
EFV
Msci Eafe Value ETF

ETFs
4.98K
+ 3.39%
$62.79 - $68.42 $313K - $341K
152K $10.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
435
+ 0.5%
$134.94 - $145.86 $58.7K - $63.4K
87.8K $12.8M
EMB
Ishares Tr

ETFs
8.64K
+ 20.58%
$91.52 - $95.59 $791K - $826K
50.6K $4.82M
AMZN
Amazon Com Inc

Consumer Cyclical
4.13K
+ 4.93%
$211.65 - $238.24 $873K - $983K
87.9K $19.3M
XOM
Exxon Mobil Corp

Energy
2.16K
+ 1.59%
$105.83 - $117.22 $229K - $254K
138K $15.6M
ITW
Illinois Tool Works Inc

Industrials
1.6K
+ 5.03%
$252.31 - $269.41 $403K - $431K
33.4K $8.7M
SPSC
Sps Commerce Inc

Technology
11.3K
+ 104.28%
$103.88 - $142.5 $1.18M - $1.61M
22.2K $2.31M
SMPL
Simply Good Foods CO

Consumer Defensive
41.1K
+ 128.64%
$24.59 - $34.05 $1.01M - $1.4M
73K $1.81M
AJG
Arthur J. Gallagher & Co.

Financial Services
5.32K
+ 6.4%
$284.17 - $319.49 $1.51M - $1.7M
88.4K $27.4M
WMT
Walmart Inc.

Consumer Defensive
5.62K
+ 20.36%
$94.4 - $104.27 $530K - $586K
33.2K $3.42M
QQQ
Invesco Qqq Trust, Series 1

ETFs
842
+ 20.7%
$546.99 - $602.2 $461K - $507K
4.91K $2.95M
AWR
American States Water CO

Utilities
9.86K
+ 44.4%
$71.48 - $77.99 $705K - $769K
32.1K $2.35M
DHR
Danaher Corp

Healthcare
2.82K
+ 2.83%
$181.46 - $212.2 $512K - $598K
102K $20.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.45K
+ 4.47%
$62.54 - $68.42 $216K - $236K
80.7K $5.45M
CMI
Cummins Inc

Industrials
698
+ 26.63%
$327.85 - $426.39 $229K - $298K
3.32K $1.4M
TFLO
Ishares Treasury Floating Rate

ETFs
10.4K
+ 6.11%
$50.45 - $50.65 $525K - $527K
181K $9.16M
QCOM
Qualcomm Inc

Technology
429
+ 0.69%
$145.84 - $173.55 $62.6K - $74.5K
62.5K $10.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.73K
+ 4.08%
$92.18 - $95.14 $344K - $355K
95.3K $9.07M
LEN
Lennar Corp

Consumer Cyclical
2.7K
+ 70.7%
$107.73 - $142.4 $291K - $384K
6.52K $821K
EFG
Msci Eafe Growth ETF

ETFs
2.31K
+ 3.23%
$106.99 - $114.46 $247K - $265K
73.8K $8.41M
VUG
Vanguard Growth ETF

ETFs
643
+ 42.19%
$433.97 - $484.08 $279K - $311K
2.17K $1.04M
FSMD
Fidelity Covington Tr Small Mi

ETFs
4.05K
+ 5.53%
$41.29 - $44.71 $167K - $181K
77.3K $3.4M
SLV
I Shares Silver Trust

ETFs
2.58K
+ 9.7%
$32.73 - $42.5 $84.5K - $110K
29.2K $1.24M
YOU
Clear Secure, Inc.

Technology
3.51K
+ 8.13%
$27.98 - $38.03 $98.2K - $133K
46.7K $1.56M
INTC
Intel Corp

Technology
5.87K
+ 41.75%
$19.31 - $35.5 $113K - $208K
19.9K $668K
OEF
Ishares S&P 100 ETF

ETFs
1.27K
+ 5.66%
N/A
23.6K $6.28M
HD
Home Depot, Inc.

Consumer Cyclical
142
+ 2.29%
$357.4 - $423.42 $50.8K - $60.1K
6.35K $2.57M
PHM
Pultegroup Inc

Consumer Cyclical
1K
+ 16.62%
$108.0 - $141.42 $108K - $141K
7.02K $927K
NFLX
Netflix Inc

Communication Services
299
+ 33.86%
$1147.87 - $1297.18 $343K - $388K
1.18K $1.42M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.59K
+ 3.3%
$98.52 - $103.93 $157K - $165K
49.7K $5.12M
SHEL
Shell PLC

Energy
260
+ 0.14%
$69.82 - $73.93 $18.2K - $19.2K
183K $13.1M
AMD
Advanced Micro Devices Inc

Technology
613
+ 9.93%
$134.8 - $184.42 $82.6K - $113K
6.79K $1.1M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
9.91K
+ 8.49%
$16.46 - $17.1 $163K - $169K
127K $2.16M
Activity Summary
Buys All Purchases 155 New Holdings 25 Increased Positions 130 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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