Van Hulzen Asset Management, LLC Reduced Holdings in Q1 2025

Van Hulzen Asset Management, LLC

  • $1.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-59.2K
- 14.35%
$209.68 - $247.1 $12.4M - $14.6M
353K $78.4M
ABBV
Abb Vie Inc.

Healthcare
-127K
- 74.74%
$169.2 - $216.66 $21.4M - $27.4M
42.8K $8.96M
MSFT
Microsoft Corp

Technology
-33.6K
- 23.83%
$375.39 - $447.2 $12.6M - $15M
107K $40.3M
GOOGL
Alphabet Inc.

Communication Services
-67.3K
- 29.16%
$154.33 - $206.19 $10.4M - $13.9M
163K $25.3M
NVDA
Nvidia Corp

Technology
-57.1K
- 34.53%
$106.98 - $149.43 $6.11M - $8.54M
108K $11.7M
IBM
International Business Machines Corp

Technology
-61.9K
- 35.2%
$217.4 - $264.74 $13.5M - $16.4M
114K $28.3M
ETN
Eaton Corp PLC

Industrials
-19K
- 26.81%
$271.83 - $371.23 $5.17M - $7.06M
51.9K $14.1M
V
Visa Inc.

Financial Services
-31.3K
- 58.82%
$306.92 - $362.71 $9.6M - $11.3M
21.9K $7.67M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-43.1K
- 79.25%
$196.12 - $229.48 $8.44M - $9.88M
11.3K $2.28M
UNH
Unitedhealth Group Inc

Healthcare
-16.5K
- 74.19%
$461.52 - $548.18 $7.63M - $9.06M
5.75K $3.01M
AMZN
Amazon Com Inc

Consumer Cyclical
-22.7K
- 25.44%
$190.26 - $242.06 $4.33M - $5.5M
66.6K $12.7M
ORCL
Oracle Corp

Technology
-25K
- 20.19%
$139.81 - $186.47 $3.49M - $4.66M
98.8K $13.8M
HON
Honeywell International Inc

Industrials
-27.5K
- 58.05%
$202.75 - $226.52 $5.58M - $6.23M
19.9K $4.21M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-14.2K
- 67.54%
$283.06 - $421.16 $4.01M - $5.96M
6.8K $1.93M
AVGO
Broadcom Inc.

Technology
-1.16K
- 1.32%
$167.43 - $244.7 $194K - $284K
86.9K $14.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-25.9K
- 25.08%
$279.74 - $321.29 $7.25M - $8.33M
77.5K $24.2M
TJX
Tjx Companies Inc

Consumer Cyclical
-45K
- 58.29%
$112.81 - $126.16 $5.08M - $5.68M
32.2K $3.92M
HSY
Hershey CO

Consumer Defensive
-29.8K
- 91.84%
$144.74 - $186.36 $4.31M - $5.55M
2.65K $452K
DIS
Walt Disney CO

Communication Services
-32.2K
- 25.59%
$96.87 - $114.0 $3.12M - $3.67M
93.5K $9.23M
DHR
Danaher Corp

Healthcare
-13.2K
- 17.29%
$201.62 - $250.59 $2.67M - $3.31M
63.3K $13M
PG
Procter & Gamble CO

Consumer Defensive
-28.9K
- 24.0%
$158.56 - $176.26 $4.58M - $5.09M
91.4K $15.6M
ROP
Roper Technologies Inc

Industrials
-10.1K
- 48.64%
$502.71 - $593.81 $5.1M - $6.02M
10.7K $6.32M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-52.3K
- 77.74%
$85.29 - $92.57 $4.46M - $4.84M
15K $1.36M
ABC
Amerisourcebergen Corp

Healthcare
-24.3K
- 90.34%
N/A
2.6K $481K
SLB
Schlumberger Limited

Energy
-117K
- 34.84%
$38.4 - $43.74 $4.5M - $5.13M
219K $9.16M
MRK
Merck & Co., Inc.

Healthcare
-32.6K
- 66.9%
$83.01 - $101.02 $2.7M - $3.29M
16.1K $1.45M
ADP
Automatic Data Processing Inc

Industrials
-12.4K
- 15.92%
$286.85 - $318.64 $3.56M - $3.95M
65.5K $20M
JNJ
Johnson & Johnson

Healthcare
-34.6K
- 22.53%
$142.06 - $167.7 $4.91M - $5.8M
119K $19.7M
SBUX
Starbucks Corp

Consumer Cyclical
-26.4K
- 62.93%
$91.75 - $115.81 $2.42M - $3.06M
15.6K $1.53M
HD
Home Depot, Inc.

Consumer Cyclical
-4.93K
- 44.37%
$347.25 - $424.87 $1.71M - $2.1M
6.19K $2.27M
ABT
Abbott Laboratories

Healthcare
-19.2K
- 52.45%
$111.1 - $140.22 $2.13M - $2.69M
17.4K $2.31M
EXC
Exelon Corp

Utilities
-103K
- 29.23%
$37.3 - $46.08 $3.86M - $4.76M
250K $11.5M
NDAQ
Nasdaq, Inc.

Financial Services
-21.4K
- 24.97%
$72.17 - $83.76 $1.54M - $1.79M
64.3K $4.88M
XOM
Exxon Mobil Corp

Energy
-28.4K
- 18.14%
$105.44 - $118.93 $3M - $3.38M
128K $15.3M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-38.5K
- 52.7%
$55.75 - $77.63 $2.15M - $2.99M
34.6K $2.68M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.31K
- 1.78%
$168.16 - $186.21 $388K - $430K
127K $21.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-679
- 2.15%
$554.06 - $615.85 $376K - $418K
30.9K $17.3M
NVO
Novo Nordisk A S

Healthcare
-67
- 0.09%
$69.3 - $90.95 $4.64K - $6.09K
72.2K $5.01M
KO
Coca Cola CO

Consumer Defensive
-48K
- 19.54%
$60.81 - $72.32 $2.92M - $3.47M
198K $14.2M
GOOG
Alphabet Inc.

Communication Services
-3.18K
- 23.2%
$156.06 - $207.71 $496K - $660K
10.5K $1.64M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-10.5K
- 46.56%
$91.45 - $91.75 $963K - $966K
12.1K $1.11M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.36K
- 2.64%
$120.24 - $134.3 $283K - $317K
87K $10.6M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.08K
- 1.26%
$62.43 - $84.12 $67.2K - $90.6K
84.2K $5.49M
PRGS
Progress Software Corp

Technology
-2.59K
- 4.85%
$51.39 - $65.26 $133K - $169K
50.8K $2.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
-419
- 2.22%
$551.42 - $612.93 $231K - $257K
18.5K $10.3M
LNG
Cheniere Energy, Inc.

Energy
-4.1K
- 25.98%
$209.32 - $253.66 $859K - $1.04M
11.7K $2.7M
ADUS
Addus Home Care Corp

Healthcare
-746
- 3.36%
$89.83 - $135.92 $67K - $101K
21.4K $2.12M
SPSC
Sps Commerce Inc

Technology
-416
- 3.53%
$123.05 - $197.4 $51.2K - $82.1K
11.4K $1.51M
QLYS
Qualys, Inc.

Technology
-1.7K
- 5.72%
$121.57 - $147.7 $206K - $250K
27.9K $3.52M
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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