Van Hulzen Asset Management, LLC Reduced Holdings in Q2 2025

Van Hulzen Asset Management, LLC

  • $1.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-227
- 5.62%
$107.61 - $119.09 $24.4K - $27K
3.82K $452K
CMI
Cummins Inc

Industrials
-160
- 5.75%
$267.12 - $336.65 $42.7K - $53.9K
2.62K $858K
EMR
Emerson Electric CO

Industrials
-484
- 21.32%
$94.15 - $133.33 $45.6K - $64.5K
1.79K $238K
VIG
Vanguard Dividend Appreciation

ETFs
-48
- 0.39%
N/A
12.3K $2.23M
CVS
Cvs Health Corp

Healthcare
-195
- 4.33%
$60.04 - $70.18 $11.7K - $13.7K
4.3K $296K
PFF
Ishares Trust Ishares Pfd And

ETFs
-202
- 1.28%
$29.0 - $30.68 $5.86K - $6.2K
15.5K $476K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-108
- 0.49%
$46.41 - $47.7 $5.01K - $5.15K
21.8K $1.04M
Healthcare Rlty Tr
-9.49K
- 35.16%
N/A
17.5K $0
Fidelity Wise Origin Bitcoin
-2.24K
- 0.86%
N/A
259K $0
Grayscale Bitcoin Mini Tr Et
-2.15K
- 5.57%
N/A
36.4K $0
Viper Energy Inc
-6.38K
- 10.89%
N/A
52.2K $0
Ishares Bitcoin Trust ETF
-529
- 6.39%
N/A
7.75K $0
Grayscale Ethereum Trust ETF
-9.87K
- 12.19%
N/A
71.1K $0
CUZ
Cousins Properties Inc

Real Estate
-240
- 1.43%
$25.15 - $30.53 $6.04K - $7.33K
16.6K $496K
MMM
3 M CO

Industrials
-40
- 2.91%
$126.09 - $154.15 $5.04K - $6.17K
1.34K $203K
LMT
Lockheed Martin Corp

Industrials
-83
- 3.28%
$430.82 - $486.45 $35.8K - $40.4K
2.45K $1.13M
TRV
Travelers Companies, Inc.

Financial Services
-21
- 0.68%
$233.83 - $276.34 $4.91K - $5.8K
3.08K $822K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-941
- 9.55%
$170.2 - $211.82 $160K - $199K
8.92K $1.89M
F
Ford Motor CO

Consumer Cyclical
-800
- 4.86%
$8.69 - $10.85 $6.95K - $8.68K
15.7K $170K
QLYS
Qualys, Inc.

Technology
-3.26K
- 11.67%
$115.21 - $142.87 $375K - $466K
24.7K $3.52M
T
At&T Inc.

Communication Services
-17
- 0.15%
$26.33 - $28.94 $448 - $492
11K $317K
IWV
Ishares Russell 3000 ETF

ETFs
-51
- 6.44%
$281.67 - $351.0 $14.4K - $17.9K
741 $260K
SNOW
Snowflake Inc.

Technology
-1.5K
- 33.33%
$130.53 - $223.77 $196K - $336K
3K $671K
USB
Us Bancorp \De\

Financial Services
-650
- 4.35%
$36.4 - $45.76 $23.7K - $29.7K
14.3K $646K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1
- 0.02%
$114.78 - $133.31 $115 - $133
4.94K $658K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-163
- 1.27%
$19.1 - $23.83 $3.11K - $3.88K
12.7K $302K
AX
Axos Financial, Inc.

Financial Services
-3.69K
- 13.66%
$56.36 - $76.85 $208K - $283K
23.3K $1.77M
IPAR
Inter Parfums Inc

Consumer Defensive
-2.2K
- 11.85%
$99.7 - $141.48 $219K - $311K
16.3K $2.14M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-26
- 0.69%
$149.76 - $186.42 $3.89K - $4.85K
3.72K $693K
BROS
Dutch Bros Inc.

Consumer Cyclical
-170
- 2.37%
$51.37 - $73.72 $8.73K - $12.5K
7.01K $479K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1K
- 6.99%
$41.54 - $53.93 $41.5K - $53.9K
13.3K $717K
SHOP
Shopify Inc.

Technology
-100
- 2.89%
$76.89 - $115.35 $7.69K - $11.5K
3.37K $388K
ADI
Analog Devices Inc

Technology
-100
- 4.08%
$164.6 - $238.02 $16.5K - $23.8K
2.35K $559K
ABNB
Airbnb, Inc.

Consumer Cyclical
-512
- 4.7%
$105.69 - $140.64 $54.1K - $72K
10.4K $1.37M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-349
- 1.54%
$30.87 - $39.17 $10.8K - $13.7K
22.4K $876K
BMI
Badger Meter Inc

Technology
-361
- 11.37%
$170.72 - $254.17 $61.6K - $91.8K
2.82K $689K
VV
Vanguard Large Cap ETF

ETFs
-250
- 4.46%
$228.25 - $285.3 $57.1K - $71.3K
5.36K $1.53M
ADUS
Addus Home Care Corp

Healthcare
-2.25K
- 10.51%
$96.32 - $118.0 $217K - $266K
19.2K $2.21M
TTD
Trade Desk, Inc.

Technology
-350
- 5.15%
$45.27 - $79.4 $15.8K - $27.8K
6.45K $464K
ICE
Intercontinental Exchange, Inc.

Financial Services
-83
- 0.63%
$151.62 - $183.47 $12.6K - $15.2K
13.2K $2.42M
MCK
Mckesson Corp

Healthcare
-172
- 3.85%
$652.83 - $732.78 $112K - $126K
4.29K $3.15M
DGII
Digi International Inc

Technology
-5.8K
- 11.41%
$23.13 - $34.92 $134K - $203K
45K $1.57M
CRWD
Crowd Strike Holdings, Inc.

Technology
-113
- 8.11%
$321.63 - $509.31 $36.3K - $57.6K
1.28K $651K
INTU
Intuit Inc

Technology
-7
- 0.6%
$544.07 - $787.63 $3.81K - $5.51K
1.17K $917K
GOOG
Alphabet Inc.

Communication Services
-62
- 0.59%
$146.58 - $180.01 $9.09K - $11.2K
10.5K $1.85M
PLTR
Palantir Technologies Inc.

Technology
-981
- 14.76%
$74.01 - $144.25 $72.6K - $142K
5.67K $772K
AMD
Advanced Micro Devices Inc

Technology
-30
- 0.48%
$78.21 - $143.81 $2.35K - $4.31K
6.17K $876K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-195
- 4.57%
$416.06 - $551.64 $81.1K - $108K
4.07K $2.24M
PRGS
Progress Software Corp

Technology
-5.78K
- 11.39%
$54.68 - $64.66 $316K - $374K
45K $2.87M
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
Track This Portfolio

Track Van Hulzen Asset Management, LLC Portfolio

Follow Van Hulzen Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Van Hulzen Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Van Hulzen Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email