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
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.71K
- 13.49%
$23.16 - $27.04 $39.6K - $46.2K
11K $256K
HPQ
Hp Inc

Technology
-798
- 8.28%
$27.69 - $34.72 $22.1K - $27.7K
8.84K $244K
CQP
Cheniere Energy Partners, L.P.

Energy
-4.3K
- 25.72%
$55.42 - $67.71 $238K - $291K
12.4K $820K
AWR
American States Water CO

Utilities
-1.28K
- 3.64%
$70.84 - $80.98 $90.9K - $104K
33.9K $2.67M
EW
Edwards Lifesciences Corp

Healthcare
-132
- 0.39%
$67.95 - $76.19 $8.97K - $10.1K
34K $2.46M
HLNE
Hamilton Lane Inc

Financial Services
-412
- 4.98%
$137.87 - $170.18 $56.8K - $70.1K
7.87K $1.17M
SUI
Sun Communities Inc

Real Estate
-600
- 13.65%
$120.53 - $136.43 $72.3K - $81.9K
3.8K $488K
AZEK
Azek CO Inc.

Industrials
-2.02K
- 5.8%
$39.61 - $52.0 $79.9K - $105K
32.8K $1.6M
TRV
Travelers Companies, Inc.

Financial Services
-499
- 13.88%
$232.43 - $265.13 $116K - $132K
3.1K $818K
MS
Morgan Stanley

Financial Services
-109
- 3.16%
$111.68 - $141.08 $12.2K - $15.4K
3.34K $389K
BRP
Brp Group, Inc.

Financial Services
-1.03K
- 1.91%
N/A
52.9K $2.12M
NFLX
Netflix Inc

Communication Services
-72
- 11.15%
$828.4 - $1058.6 $59.6K - $76.2K
574 $535K
UBER
Uber Technologies, Inc

Technology
-1.83K
- 23.71%
$63.17 - $81.49 $115K - $149K
5.87K $427K
BA
Boeing CO

Industrials
-100
- 3.44%
$148.15 - $186.25 $14.8K - $18.6K
2.81K $479K
FSK
Fs Kkr Capital Corp

Financial Services
-998
- 6.21%
$20.47 - $24.06 $20.4K - $24K
15.1K $315K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-253
- 13.63%
$128.74 - $138.67 $32.6K - $35.1K
1.6K $217K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-246
- 8.31%
$83.18 - $89.27 $20.5K - $22K
2.71K $226K
ET
Energy Transfer LP

Energy
-300
- 1.72%
$17.26 - $21.08 $5.18K - $6.32K
17.1K $318K
ROCK
Gibraltar Industries, Inc.

Industrials
-205
- 0.59%
$56.2 - $67.05 $11.5K - $13.7K
34.5K $2.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.48K
- 2.17%
$95.85 - $99.25 $238K - $246K
112K $11.1M
AZO
Autozone Inc

Consumer Cyclical
-14
- 20.9%
$3193.96 - $3828.11 $44.7K - $53.6K
53 $202K
MMM
3 M CO

Industrials
-241
- 14.91%
$129.7 - $155.12 $31.3K - $37.4K
1.38K $201K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-149
- 2.7%
$50.87 - $51.09 $7.58K - $7.61K
5.36K $273K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-81
- 1.61%
$126.11 - $135.06 $10.2K - $10.9K
4.94K $636K
QCOM
Qualcomm Inc

Technology
-11
- 0.02%
$151.94 - $175.86 $1.67K - $1.93K
61.4K $9.43M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-32
- 1.31%
$100.34 - $100.68 $3.21K - $3.22K
2.42K $243K
Ge Healthcare Technologies I
-2.87K
- 37.94%
N/A
4.7K $0
Complete Solaria Inc
-21K
- 40.38%
N/A
31K $0
Lam Research Corp
-800
- 1.4%
N/A
56.4K $0
Ge Vernova Inc
-309
- 17.52%
N/A
1.46K $0
Wells Fargo CO New
-39
- 5.42%
N/A
681 $0
Arista Networks Inc
-972
- 2.79%
N/A
33.8K $0
Grayscale Ethereum Trust ETF
-900
- 1.1%
N/A
80.9K $0
Dimensional ETF Trust
-1K
- 17.45%
N/A
4.73K $0
CHD
Church & Dwight CO Inc

Consumer Defensive
-19
- 0.96%
$101.42 - $113.2 $1.93K - $2.15K
1.95K $214K
BMY
Bristol Myers Squibb CO

Healthcare
-890
- 5.92%
$53.9 - $63.11 $48K - $56.2K
14.1K $862K
INTC
Intel Corp

Technology
-1.07K
- 7.38%
$19.1 - $27.39 $20.3K - $29.2K
13.4K $303K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.05K
- 21.35%
$34.58 - $45.97 $70.9K - $94.2K
7.55K $347K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
-1.75K
- 9.71%
$3.2 - $5.95 $5.6K - $10.4K
16.3K $89K
DUK
Duke Energy Corp

Utilities
-2
- 0.1%
$105.87 - $121.97 $212 - $244
1.98K $241K
IDV
Ishares Tr

ETFs
-464
- 3.62%
$27.0 - $31.7 $12.5K - $14.7K
12.4K $383K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.08K
- 1.2%
$50.82 - $52.7 $54.8K - $56.9K
88.6K $4.66M
AON
Aon PLC

Financial Services
-1
- 0.11%
$348.44 - $409.32 $348 - $409
880 $351K
SLV
I Shares Silver Trust

ETFs
-4.46K
- 11.81%
$26.93 - $31.32 $120K - $140K
33.3K $1.03M
T
At&T Inc.

Communication Services
-854
- 7.21%
$21.56 - $28.28 $18.4K - $24.2K
11K $310K
O
Realty Income Corp

Real Estate
-95
- 0.62%
$51.67 - $58.49 $4.91K - $5.56K
15.3K $889K
WM
Waste Management Inc

Industrials
-194
- 4.98%
$200.54 - $233.78 $38.9K - $45.4K
3.7K $857K
MMSI
Merit Medical Systems Inc

Healthcare
-446
- 3.01%
$95.64 - $110.29 $42.7K - $49.2K
14.4K $1.52M
CVS
Cvs Health Corp

Healthcare
-143
- 3.08%
$44.22 - $68.64 $6.32K - $9.82K
4.5K $304K
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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