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
GE
General Electric CO

Industrials
12
+ 0.64%
$168.59 - $212.13 $2.02K - $2.55K
1.87K $375K
VUG
Vanguard Growth ETF

ETFs
302
+ 24.71%
$369.1 - $427.61 $111K - $129K
1.52K $565K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
843
+ 3.85%
$32.74 - $36.2 $27.6K - $30.5K
22.7K $793K
COP
Conocophillips

Energy
134
+ 1.63%
$88.6 - $105.85 $11.9K - $14.2K
8.36K $877K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.04K
+ 4.17%
$40.79 - $42.32 $42.4K - $44K
26K $1.09M
RSP
Invesco S&P 500 Equal Weight E

ETFs
515
+ 3.22%
$169.43 - $182.84 $87.3K - $94.2K
16.5K $2.86M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
818
+ 4.76%
$49.67 - $51.43 $40.6K - $42.1K
18K $920K
MO
Altria Group, Inc.

Consumer Defensive
399
+ 9.84%
$50.81 - $60.02 $20.3K - $23.9K
4.45K $267K
VEU
Vanguard Ftse All World Ex Us

ETFs
650
+ 23.25%
$56.51 - $62.98 $36.7K - $40.9K
3.45K $209K
EMR
Emerson Electric CO

Industrials
603
+ 36.17%
$108.64 - $131.17 $65.5K - $79.1K
2.27K $248K
SHW
Sherwin Williams CO

Basic Materials
3
+ 0.09%
$330.16 - $365.55 $990 - $1.1K
3.29K $1.15M
CL
Colgate Palmolive CO

Consumer Defensive
276
+ 14.14%
$85.68 - $97.5 $23.6K - $26.9K
2.23K $208K
VPU
Vanguard Utilities ETF

ETFs
57
+ 2.08%
$161.24 - $173.33 $9.19K - $9.88K
2.79K $477K
XLE
Energy Sector Spdr

ETFs
49
+ 1.84%
$85.7 - $93.96 $4.2K - $4.6K
2.72K $253K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
14
+ 0.06%
$45.92 - $47.58 $643 - $666
21.9K $1.04M
MA
Mastercard Inc

Financial Services
26
+ 7.08%
$504.67 - $576.31 $13.1K - $15K
393 $215K
AOR
Ishares Tr Core Growth Allocat

ETFs
375
+ 8.74%
$56.63 - $59.39 $21.2K - $22.3K
4.67K $268K
PLD
Prologis, Inc.

Real Estate
96
+ 5.64%
$103.59 - $124.04 $9.94K - $11.9K
1.8K $201K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
746
+ 17.05%
$51.45 - $58.51 $38.4K - $43.6K
5.12K $265K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
1.52K
+ 16.56%
$10.55 - $11.13 $16K - $16.9K
10.7K $114K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8
+ 0.05%
$27.01 - $28.54 $216 - $228
17.2K $480K
ENB
Enbridge Inc

Energy
51
+ 1.11%
$41.54 - $45.45 $2.12K - $2.32K
4.66K $206K
VLY
Valley National Bancorp

Financial Services
1K
+ 9.26%
$8.56 - $10.42 $8.56K - $10.4K
11.8K $104K
CUZ
Cousins Properties Inc

Real Estate
850
+ 5.33%
$28.06 - $31.21 $23.9K - $26.5K
16.8K $495K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5
+ 0.15%
$71.17 - $73.66 $356 - $368
3.43K $251K
SHOP
Shopify Inc.

Technology
378
+ 12.24%
$90.59 - $129.31 $34.2K - $48.9K
3.47K $330K
ESS
Essex Property Trust, Inc.

Real Estate
2
+ 0.13%
N/A
1.59K $434K
FLLV
Franklin Templeton ETF Tr
1.43K
+ 51.46%
N/A
4.2K $0
Fidelity Wise Origin Bitcoin
2.13K
+ 0.82%
N/A
261K $0
MLI
Mueller Industries Inc

Industrials
395
+ 4.26%
$76.14 - $82.67 $30.1K - $32.7K
9.66K $735K
Grayscale Bitcoin Mini Tr Et
1.22K
+ 3.27%
N/A
38.6K $0
Linde PLC
5
+ 0.76%
N/A
662 $0
Ishares Bitcoin Trust ETF
5
+ 0.06%
N/A
8.28K $0
Grayscale Ethereum Mini Tr E
4.71K
+ 26.96%
N/A
22.2K $0
Viper Energy Inc
23.6K
+ 67.48%
N/A
58.5K $0
Blackrock ETF Trust Ii
46.5K
+ 30.41%
N/A
199K $0
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
18
+ 0.06%
$12.53 - $13.05 $226 - $235
28.5K $359K
PFE
Pfizer Inc

Healthcare
830
+ 3.5%
$25.01 - $27.13 $20.8K - $22.5K
24.5K $621K
INTU
Intuit Inc

Technology
5
+ 0.43%
$555.63 - $630.23 $2.78K - $3.15K
1.17K $719K
BAC
Bank Of America Corp

Financial Services
111
+ 1.25%
$39.61 - $47.74 $4.4K - $5.3K
9.02K $376K
NWBI
Northwest Bancshares, Inc.

Financial Services
500
+ 2.47%
$11.78 - $13.39 $5.89K - $6.7K
20.8K $249K
XLK
Technology Sector Spdr

ETFs
20
+ 2.0%
$206.38 - $242.18 $4.13K - $4.84K
1.02K $210K
SCHG
Schwab Strategic Tr Us Large C

ETFs
403
+ 2.68%
$24.91 - $29.02 $10K - $11.7K
15.4K $386K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 0.62%
$507.05 - $563.67 $5.07K - $5.64K
1.63K $838K
VTI
Vanguard Total Stock Market Et

ETFs
8
+ 0.31%
$271.18 - $303.12 $2.17K - $2.42K
2.57K $706K
EOSE
Eos Energy Enterprises, Inc.

Industrials
5K
+ 11.11%
$3.78 - $6.08 $18.9K - $30.4K
50K $189K
LMT
Lockheed Martin Corp

Industrials
79
+ 3.22%
$423.19 - $506.29 $33.4K - $40K
2.53K $1.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
208
+ 5.13%
$468.34 - $539.52 $97.4K - $112K
4.26K $2M
CMI
Cummins Inc

Industrials
34
+ 1.24%
$312.92 - $386.07 $10.6K - $13.1K
2.78K $871K
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
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