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
TTI
Tetra Technologies Inc

Energy
7K
+ 11.11%
$2.13 - $3.77 $14.9K - $26.4K
70K $235K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
2.53K
+ 23.65%
$10.09 - $10.88 $25.5K - $27.5K
13.2K $136K
AOR
Ishares Tr Core Growth Allocat

ETFs
15
+ 0.32%
$53.36 - $61.57 $800 - $924
4.68K $288K
ICVT
Ishares Tr Convertible Bond Et

ETFs
10
+ 0.37%
$78.98 - $90.1 $790 - $901
2.72K $245K
MO
Altria Group, Inc.

Consumer Defensive
433
+ 9.72%
$55.56 - $60.91 $24.1K - $26.4K
4.89K $286K
LQD
Ishares Iboxx $ Investment Gra

ETFs
10
+ 0.06%
$105.23 - $109.61 $1.05K - $1.1K
16.3K $1.78M
TLT
Ishares Barclays 20+ Year Trea

ETFs
654
+ 4.36%
$83.97 - $92.85 $54.9K - $60.7K
15.6K $1.38M
PG
Procter & Gamble CO

Consumer Defensive
6.45K
+ 7.06%
$157.66 - $172.39 $1.02M - $1.11M
97.9K $15.6M
INTC
Intel Corp

Technology
700
+ 5.24%
$18.13 - $22.69 $12.7K - $15.9K
14.1K $315K
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.37%
$335.24 - $380.78 $7.71K - $8.76K
6.21K $2.28M
WM
Waste Management Inc

Industrials
69
+ 1.86%
$216.47 - $242.1 $14.9K - $16.7K
3.77K $863K
SO
Southern CO

Utilities
78
+ 1.15%
$84.91 - $92.56 $6.62K - $7.22K
6.85K $628K
CORP
Pimco Investment Grade Corp Bd

ETFs
38
+ 0.98%
$94.14 - $97.31 $3.58K - $3.7K
3.92K $380K
WELL
Welltower Inc.

Real Estate
9
+ 0.23%
$136.49 - $155.22 $1.23K - $1.4K
3.86K $593K
SHV
Ishares Tr

ETFs
24
+ 1.08%
$110.06 - $110.46 $2.64K - $2.65K
2.24K $247K
EMLD
Ftac Emerald Acquisition Corp.

Financial Services
75
+ 0.75%
N/A
10.1K $109K
Lam Research Corp
103K
+ 181.86%
N/A
159K $0
Blackrock ETF Trust Ii
14.8K
+ 7.43%
N/A
214K $0
Grayscale Ethereum Mini Tr E
1.87K
+ 8.42%
N/A
24K $0
Ge Vernova Inc
71
+ 4.88%
N/A
1.53K $0
Arista Networks Inc
42
+ 0.12%
N/A
33.9K $0
Complete Solaria Inc
14K
+ 45.16%
N/A
45K $0
FLLV
Franklin Templeton ETF Tr
28
+ 0.67%
N/A
4.23K $0
ESS
Essex Property Trust, Inc.

Real Estate
1
+ 0.06%
N/A
1.59K $434K
DUK
Duke Energy Corp

Utilities
45
+ 2.27%
$112.46 - $124.05 $5.06K - $5.58K
2.03K $239K
NSA
National Storage Affiliates Trust

Real Estate
1.83K
+ 21.86%
$31.82 - $39.04 $58.2K - $71.4K
10.2K $326K
VZ
Verizon Communications Inc

Communication Services
546
+ 4.14%
$41.67 - $45.62 $22.8K - $24.9K
13.7K $594K
ET
Energy Transfer LP

Energy
100
+ 0.58%
$15.65 - $18.93 $1.57K - $1.89K
17.2K $312K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
848
+ 5.21%
$3.95 - $5.16 $3.35K - $4.38K
17.1K $79K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
873
+ 1.85%
$97.29 - $105.63 $84.9K - $92.2K
48.1K $4.89M
SHW
Sherwin Williams CO

Basic Materials
14
+ 0.43%
$313.51 - $363.51 $4.39K - $5.09K
3.31K $1.13M
NVO
Novo Nordisk A S

Healthcare
80
+ 0.11%
$58.08 - $81.05 $4.65K - $6.48K
72.3K $4.99M
PFE
Pfizer Inc

Healthcare
60
+ 0.24%
$21.59 - $24.84 $1.3K - $1.49K
24.6K $596K
PSX
Phillips 66

Energy
26
+ 0.34%
$92.87 - $125.73 $2.41K - $3.27K
7.75K $924K
GIS
General Mills Inc

Consumer Defensive
30
+ 0.69%
$50.37 - $60.97 $1.51K - $1.83K
4.38K $227K
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.06%
$126.84 - $145.22 $254 - $290
3.34K $430K
YUM
Yum Brands Inc

Consumer Cyclical
8
+ 0.11%
$138.36 - $161.45 $1.11K - $1.29K
7.51K $1.11M
SBUX
Starbucks Corp

Consumer Cyclical
97
+ 0.62%
$79.69 - $99.41 $7.73K - $9.64K
15.7K $1.43M
MCD
Mcdonalds Corp

Consumer Cyclical
5.01K
+ 6.46%
$285.55 - $321.23 $1.43M - $1.61M
82.5K $24.1M
COP
Conocophillips

Energy
91
+ 1.09%
$82.66 - $106.1 $7.52K - $9.66K
8.45K $758K
AWK
American Water Works Company, Inc.

Utilities
58
+ 0.35%
$133.82 - $151.96 $7.76K - $8.81K
16.5K $2.3M
BMY
Bristol Myers Squibb CO

Healthcare
910
+ 6.44%
$44.12 - $59.6 $40.1K - $54.2K
15K $696K
JNJ
Johnson & Johnson

Healthcare
8.16K
+ 6.86%
$146.36 - $159.82 $1.19M - $1.3M
127K $19.4M
AMGN
Amgen Inc

Healthcare
142
+ 1.24%
$262.28 - $309.85 $37.2K - $44K
11.6K $3.25M
AAPL
Apple Inc.

Technology
27.2K
+ 7.71%
$172.42 - $223.89 $4.69M - $6.09M
380K $78M
SHEL
Shell PLC

Energy
1K
+ 0.55%
$59.75 - $73.05 $59.8K - $73.1K
183K $12.9M
XOM
Exxon Mobil Corp

Energy
7.86K
+ 6.12%
$99.93 - $119.04 $785K - $936K
136K $14.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.01K
+ 5.06%
$310.86 - $348.77 $1.24M - $1.4M
83.1K $26.6M
ABBV
Abb Vie Inc.

Healthcare
1.22K
+ 2.84%
$170.16 - $206.27 $207K - $251K
44K $8.17M
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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