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
Healthcare Rlty Tr
9K
+ 53.92%
N/A
25.7K $466K
RLI
Rli Corp

Financial Services
483
+ 6.02%
$137.07 - $154.98 $66.2K - $74.9K
8.51K $1.32M
MTCH
Match Group, Inc.

Communication Services
999
+ 5.01%
$29.34 - $38.14 $29.3K - $38.1K
21K $793K
GILD
Gilead Sciences, Inc.

Healthcare
13
+ 0.11%
$66.59 - $83.99 $866 - $1.09K
12.1K $1.02M
Ge Healthcare Technologies I
711
+ 9.58%
N/A
8.14K $763K
AZEK
Azek CO Inc.

Industrials
764
+ 2.4%
$36.81 - $46.9 $28.1K - $35.8K
32.6K $1.53M
SRE
Sempra Energy

Utilities
1.7K
+ 44.75%
$74.97 - $84.04 $128K - $143K
5.51K $461K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.4K
+ 51.93%
$56.29 - $62.74 $135K - $151K
7.02K $440K
PFE
Pfizer Inc

Healthcare
4.74K
+ 16.81%
$27.7 - $31.39 $131K - $149K
32.9K $953K
SPSC
Sps Commerce Inc

Technology
525
+ 5.16%
$185.76 - $215.42 $97.5K - $113K
10.7K $2.08M
VUG
Vanguard Growth ETF

ETFs
379
+ 42.73%
$341.08 - $391.94 $129K - $149K
1.27K $486K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
219
+ 17.37%
$475.2 - $527.7 $104K - $116K
1.48K $781K
AMGN
Amgen Inc

Healthcare
108
+ 0.91%
$309.38 - $337.38 $33.4K - $36.4K
12K $3.86M
JJSF
J&J Snack Foods Corp

Consumer Defensive
424
+ 5.9%
$159.36 - $173.59 $67.6K - $73.6K
7.61K $1.31M
MRTN
Marten Transport LTD

Industrials
12.2K
+ 12.18%
$16.64 - $18.94 $203K - $231K
112K $1.99M
MDT
Medtronic PLC

Healthcare
539
+ 6.78%
$76.84 - $91.03 $41.4K - $49.1K
8.48K $764K
LNG
Cheniere Energy, Inc.

Energy
332
+ 2.29%
$172.24 - $186.09 $57.2K - $61.8K
14.9K $2.67M
TRV
Travelers Companies, Inc.

Financial Services
100
+ 2.86%
$201.87 - $242.35 $20.2K - $24.2K
3.6K $842K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.24K
+ 29.55%
$79.29 - $84.02 $98.6K - $104K
5.45K $456K
ALL
Allstate Corp

Financial Services
1
+ 0.03%
$158.43 - $192.86 $158 - $193
3.7K $701K
USB
Us Bancorp \De\

Financial Services
63
+ 0.36%
$39.04 - $47.23 $2.46K - $2.98K
17.7K $812K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.32K
+ 40.25%
$71.45 - $75.64 $94K - $99.5K
4.58K $344K
JEPI
J P Morgan Exchange Traded Fd

ETFs
190
+ 0.57%
$54.98 - $59.51 $10.4K - $11.3K
33.3K $1.98M
ZTS
Zoetis Inc.

Healthcare
300
+ 18.69%
$172.58 - $196.48 $51.8K - $58.9K
1.91K $372K
AMD
Advanced Micro Devices Inc

Technology
386
+ 3.95%
$128.67 - $183.96 $49.7K - $71K
10.2K $1.67M
VPU
Vanguard Utilities ETF

ETFs
58
+ 2.18%
$146.64 - $174.54 $8.51K - $10.1K
2.72K $473K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
221
+ 4.47%
$117.9 - $128.2 $26.1K - $28.3K
5.17K $663K
Linde PLC
103
+ 18.59%
N/A
657 $313K
EUSB
Ishares Tr Esg Advanced Total

Technology
596
+ 2.47%
$42.09 - $44.64 $25.1K - $26.6K
24.8K $1.1M
TKR
Timken CO

Industrials
540
+ 9.94%
$78.36 - $87.89 $42.3K - $47.5K
5.97K $504K
GE
General Electric CO

Industrials
59
+ 3.08%
$156.66 - $189.66 $9.24K - $11.2K
1.98K $373K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
699
+ 5.37%
$49.82 - $52.8 $34.8K - $36.9K
13.7K $721K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.01K
+ 6.99%
$41.34 - $43.55 $41.7K - $43.9K
15.4K $666K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
794
+ 4.22%
$59.66 - $72.78 $47.4K - $57.8K
19.6K $1.25M
SCHA
Schwab Strategic Tr Us Small C

ETFs
636
+ 12.68%
$46.9 - $51.96 $29.8K - $33K
5.65K $291K
SHOP
Shopify Inc.

Technology
99
+ 3.21%
$52.26 - $80.75 $5.17K - $7.99K
3.18K $255K
VZ
Verizon Communications Inc

Communication Services
125
+ 1.09%
$38.89 - $45.0 $4.86K - $5.63K
11.6K $523K
IVW
Ishares S&P 500 Growth ETF

ETFs
256
+ 3.53%
$84.77 - $97.13 $21.7K - $24.9K
7.51K $719K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
8.3K
+ 9.07%
$15.14 - $19.14 $126K - $159K
99.8K $1.54M
CB
Chubb LTD

Financial Services
2
+ 0.15%
$252.51 - $292.2 $505 - $584
1.32K $381K
QQQ
Invesco Qqq Trust, Series 1

ETFs
16
+ 0.4%
$434.77 - $502.96 $6.96K - $8.05K
4.04K $1.97M
VRSK
Verisk Analytics, Inc.

Industrials
200
+ 2.82%
$260.31 - $285.99 $52.1K - $57.2K
7.3K $1.96M
SMPL
Simply Good Foods CO

Consumer Defensive
2.37K
+ 7.61%
$31.31 - $37.21 $74.3K - $88.3K
33.6K $1.17M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
39
+ 0.55%
$116.79 - $133.54 $4.55K - $5.21K
7.1K $937K
IDV
Ishares Tr

ETFs
26
+ 0.21%
$27.62 - $30.64 $718 - $797
12.5K $379K
TROW
Price T Rowe Group Inc

Financial Services
1.1K
+ 7.75%
$101.71 - $120.75 $112K - $133K
15.3K $1.67M
ICVT
Ishares Tr Convertible Bond Et

ETFs
196
+ 7.08%
$77.24 - $83.67 $15.1K - $16.4K
2.97K $248K
DVY
Ishares Tr

ETFs
27
+ 1.43%
$119.99 - $135.74 $3.24K - $3.66K
1.92K $259K
CMC
Commercial Metals CO

Basic Materials
467
+ 2.19%
$48.67 - $60.35 $22.7K - $28.2K
21.8K $1.2M
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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