Van Hulzen Asset Management, LLC Incresed Positions in Q2 2025

Van Hulzen Asset Management, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.61K
+ 2.94%
$51.1 - $53.29 $133K - $139K
91.3K $4.86M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.91K
+ 2.48%
$63.54 - $68.5 $248K - $268K
162K $10.9M
EW
Edwards Lifesciences Corp

Healthcare
39
+ 0.11%
$67.07 - $78.22 $2.62K - $3.05K
34K $2.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
190
+ 11.64%
$456.74 - $568.03 $86.8K - $108K
1.82K $1.03M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.86K
+ 2.07%
$85.42 - $94.39 $159K - $175K
91.6K $8.6M
LNG
Cheniere Energy, Inc.

Energy
145
+ 1.24%
$197.25 - $244.33 $28.6K - $35.4K
11.8K $2.88M
O
Realty Income Corp

Real Estate
3.13K
+ 20.44%
$52.27 - $58.52 $164K - $183K
18.5K $1.06M
MS
Morgan Stanley

Financial Services
656
+ 19.63%
$99.83 - $140.86 $65.5K - $92.4K
4K $563K
IVW
Ishares S&P 500 Growth ETF

ETFs
421
+ 6.09%
$82.96 - $110.1 $34.9K - $46.4K
7.33K $807K
PHM
Pultegroup Inc

Consumer Cyclical
1.4K
+ 30.33%
$92.02 - $106.54 $129K - $149K
6.02K $634K
GE
General Electric CO

Industrials
135
+ 7.2%
$166.81 - $257.39 $22.5K - $34.7K
2.01K $517K
BA
Boeing CO

Industrials
155
+ 5.52%
$136.59 - $217.51 $21.2K - $33.7K
2.97K $621K
UBER
Uber Technologies, Inc

Technology
170
+ 2.89%
$64.62 - $93.3 $11K - $15.9K
6.04K $563K
HSY
Hershey CO

Consumer Defensive
897
+ 33.9%
$151.29 - $173.13 $136K - $155K
3.54K $587K
PM
Philip Morris International Inc.

Consumer Defensive
237
+ 6.66%
$149.23 - $184.95 $35.4K - $43.8K
3.79K $690K
FITB
Fifth Third Bancorp

Financial Services
2.1K
+ 10.29%
$33.32 - $41.51 $70K - $87.2K
22.5K $925K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.35K
+ 6.51%
$51.14 - $57.0 $120K - $134K
38.5K $2.19M
FHN
First Horizon Corp

Financial Services
3.5K
+ 12.75%
$16.21 - $21.2 $56.7K - $74.2K
31K $656K
XYL
Xylem Inc.

Industrials
8
+ 0.07%
$102.86 - $129.5 $823 - $1.04K
12.2K $1.58M
BK
Bank Of New York Mellon Corp

Financial Services
12
+ 0.07%
$73.31 - $91.62 $880 - $1.1K
16.4K $1.49M
PLD
Prologis, Inc.

Real Estate
1.26K
+ 69.82%
$89.76 - $112.34 $113K - $141K
3.06K $321K
IDV
Ishares Tr

ETFs
2.12K
+ 17.15%
$27.79 - $34.84 $58.9K - $73.9K
14.5K $499K
PEP
Pepsico Inc

Consumer Defensive
1.6K
+ 26.85%
$128.02 - $151.37 $204K - $242K
7.54K $995K
NEAR
Blackrock Short Maturity Bond

ETFs
1.66K
+ 2.08%
$50.41 - $51.17 $83.6K - $84.9K
81.4K $4.16M
MDT
Medtronic PLC

Healthcare
1.33K
+ 26.2%
$80.68 - $88.86 $107K - $118K
6.39K $556K
JPIE
J P Morgan Exchange Traded Fd
2.11K
+ 37.14%
$45.12 - $46.32 $95.2K - $97.8K
7.8K $361K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.2K
+ 35.01%
$72.02 - $73.82 $86.4K - $88.6K
4.63K $340K
SUI
Sun Communities Inc

Real Estate
760
+ 20.03%
$114.62 - $132.25 $87.1K - $101K
4.56K $576K
VEU
Vanguard Ftse All World Ex Us

ETFs
975
+ 28.29%
$54.19 - $67.22 $52.8K - $65.5K
4.42K $297K
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 1.36%
$243.75 - $303.93 $8.53K - $10.6K
2.61K $792K
SCHG
Schwab Strategic Tr Us Large C

ETFs
557
+ 3.61%
$22.27 - $29.21 $12.4K - $16.3K
16K $466K
ABT
Abbott Laboratories

Healthcare
155
+ 0.89%
$123.95 - $138.08 $19.2K - $21.4K
17.6K $2.39M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.21K
+ 23.7%
$45.88 - $54.4 $55.7K - $66K
6.34K $344K
XLK
Technology Sector Spdr

ETFs
123
+ 12.07%
$179.73 - $253.23 $22.1K - $31.1K
1.14K $289K
LEN
Lennar Corp

Consumer Cyclical
796
+ 26.33%
$102.76 - $115.66 $81.8K - $92.1K
3.82K $422K
SRE
Sempra Energy

Utilities
170
+ 1.72%
$63.78 - $78.91 $10.8K - $13.4K
10K $761K
MBB
Ishares Tr

ETFs
547
+ 2.32%
$91.41 - $94.22 $50K - $51.5K
24.2K $2.27M
CL
Colgate Palmolive CO

Consumer Defensive
639
+ 28.68%
$87.57 - $96.0 $56K - $61.3K
2.87K $260K
ROUS
Hartford Multifactor Us Equity

ETFs
244
+ 1.94%
$45.36 - $53.69 $11.1K - $13.1K
12.8K $688K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
370
+ 23.08%
$121.58 - $136.74 $45K - $50.6K
1.97K $267K
VPU
Vanguard Utilities ETF

ETFs
184
+ 6.59%
$158.36 - $178.82 $29.1K - $32.9K
2.98K $525K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
914
+ 3.52%
$41.1 - $42.37 $37.6K - $38.7K
26.9K $1.14M
NWBI
Northwest Bancshares, Inc.

Financial Services
2K
+ 9.64%
$10.9 - $12.84 $21.8K - $25.7K
22.8K $290K
SCHA
Schwab Strategic Tr Us Small C

ETFs
527
+ 4.81%
$20.42 - $25.3 $10.8K - $13.3K
11.5K $290K
KBH
Kb Home

Consumer Cyclical
1.2K
+ 20.0%
$50.15 - $58.93 $60.2K - $70.7K
7.2K $381K
VNQ
Vanguard Specialized Funds Van

ETFs
396
+ 14.59%
$79.79 - $91.42 $31.6K - $36.2K
3.11K $277K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
471
+ 2.61%
$49.73 - $51.44 $23.4K - $24.2K
18.5K $951K
SYLD
Cambria Shareholder Yld ETF

ETFs
282
+ 5.19%
$55.35 - $65.57 $15.6K - $18.5K
5.72K $371K
MA
Mastercard Inc

Financial Services
34
+ 8.65%
$479.92 - $590.74 $16.3K - $20.1K
427 $239K
Activity Summary
Buys All Purchases 180 New Holdings 29 Increased Positions 151 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 1
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