Van Hulzen Asset Management, LLC Purchases in Q4 2024

Van Hulzen Asset Management, LLC

  • $1.32 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.21K
New
$43.02 - $47.32 $94.9K - $104K
2.21K $95K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
8.2K
New
$11.42 - $12.5 $93.6K - $103K
8.2K $94K
EMN
Eastman Chemical CO

Basic Materials
1.02K
New
$90.03 - $110.64 $91.7K - $113K
1.02K $93K
GLP
Global Partners LP

Energy
2K
New
$44.65 - $57.06 $89.3K - $114K
2K $93K
SWBI
Smith & Wesson Brands, Inc.

Industrials
9.28K
New
$9.79 - $14.1 $90.9K - $131K
9.28K $93K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
142
+ 9.59%
$521.84 - $558.82 $74.1K - $79.4K
1.62K $873K
SCHW
Schwab Charles Corp

Financial Services
1.23K
New
$63.31 - $82.85 $77.9K - $102K
1.23K $91K
IFN
India Fund Inc

Financial Services
5.83K
New
$15.71 - $18.91 $91.6K - $110K
5.83K $91K
BAH
Booz Allen Hamilton Holding Corp

Industrials
700
New
$128.36 - $186.0 $89.9K - $130K
700 $90K
SPSC
Sps Commerce Inc

Technology
1.08K
+ 10.12%
$165.0 - $198.81 $179K - $215K
11.8K $2.17M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
7.45K
New
$11.82 - $13.73 $88.1K - $102K
7.45K $89K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
891
New
$100.22 - $100.73 $89.3K - $89.8K
891 $89K
NKE
Nike, Inc.

Consumer Cyclical
1.17K
New
$73.36 - $89.13 $86.1K - $105K
1.17K $88K
WPC
W. P. Carey Inc.

Real Estate
1.62K
New
$53.44 - $61.33 $86.8K - $99.6K
1.62K $88K
BMY
Bristol Myers Squibb CO

Healthcare
290
+ 1.97%
$51.92 - $59.94 $15.1K - $17.4K
15K $849K
SYY
Sysco Corp

Consumer Defensive
1.14K
New
$73.63 - $81.77 $84K - $93.3K
1.14K $87K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
4.5K
New
N/A
4.5K $87K
STT
State Street Corp

Financial Services
877
New
$85.96 - $100.78 $75.4K - $88.4K
877 $86K
HTGC
Hercules Capital, Inc.

Financial Services
4.3K
New
$18.53 - $20.22 $79.7K - $86.9K
4.3K $86K
CLX
Clorox CO

Consumer Defensive
530
New
$156.51 - $169.74 $83K - $90K
530 $86K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
2.5K
New
$34.01 - $41.29 $85K - $103K
2.5K $85K
BDX
Becton Dickinson & CO

Healthcare
373
New
$220.02 - $243.75 $82.1K - $90.9K
373 $84K
ELV
Elevance Health, Inc.

Healthcare
543
+ 70.34%
$365.96 - $514.62 $199K - $279K
1.32K $485K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
985
New
$82.28 - $117.52 $81K - $116K
985 $83K
IEMG
Ishares Inc

ETFs
1.55K
New
N/A
1.55K $83K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.93K
New
$43.44 - $45.05 $83.9K - $87K
1.93K $83K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
2.91K
New
$27.88 - $30.51 $81.1K - $88.7K
2.91K $81K
TPR
Tapestry, Inc.

Consumer Cyclical
1.23K
New
$43.54 - $66.18 $53.6K - $81.5K
1.23K $80K
NFG
National Fuel Gas CO

Energy
1.32K
New
$58.89 - $64.23 $77.7K - $84.7K
1.32K $80K
FIVE
Five Below, Inc

Consumer Cyclical
761
New
$83.0 - $115.97 $63.2K - $88.3K
761 $79K
UNP
Union Pacific Corp

Industrials
347
New
$223.15 - $249.32 $77.4K - $86.5K
347 $79K
DRI
Darden Restaurants Inc

Consumer Cyclical
424
New
$155.96 - $188.66 $66.1K - $80K
424 $79K
K
Kellogg CO

Consumer Defensive
969
New
$80.34 - $81.29 $77.8K - $78.8K
969 $78K
SUI
Sun Communities Inc

Real Estate
975
+ 28.51%
$119.89 - $139.05 $117K - $136K
4.4K $540K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
371
New
$198.04 - $221.51 $73.5K - $82.2K
371 $78K
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.99K
New
$26.05 - $29.17 $77.9K - $87.2K
2.99K $78K
ACN
Accenture PLC

Technology
224
New
$343.9 - $376.86 $77K - $84.4K
224 $78K
FDX
Fedex Corp

Industrials
274
New
$260.5 - $305.15 $71.4K - $83.6K
274 $77K
TDG
Trans Digm Group Inc

Industrials
60
New
$1239.0 - $1442.53 $74.3K - $86.6K
60 $76K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
3.62K
New
$20.68 - $23.73 $74.8K - $85.9K
3.62K $75K
XLV
Select Sector Spdr Fund Health

ETFs
546
New
$136.28 - $154.74 $74.4K - $84.5K
546 $75K
JCI
Johnson Controls International PLC

Industrials
952
New
$74.23 - $86.6 $70.7K - $82.4K
952 $75K
MS
Morgan Stanley

Financial Services
14
+ 0.41%
$104.42 - $134.99 $1.46K - $1.89K
3.45K $433K
TRST
Trustco Bank Corp N Y

Financial Services
2.25K
New
$31.83 - $37.96 $71.5K - $85.3K
2.25K $74K
CUZ
Cousins Properties Inc

Real Estate
1.89K
+ 13.45%
$28.63 - $31.94 $54.1K - $60.4K
15.9K $488K
SPTS
Spdr Portfolio Short Term Trea

ETFs
2.53K
New
$28.88 - $29.33 $73.2K - $74.3K
2.53K $73K
SCCO
Southern Copper Corp

Basic Materials
800
New
$91.13 - $117.95 $72.9K - $94.4K
800 $72K
PRGS
Progress Software Corp

Technology
2.83K
+ 5.61%
$63.94 - $69.89 $181K - $198K
53.4K $3.48M
WHD
Cactus, Inc.

Energy
1.68K
+ 7.94%
$56.69 - $69.49 $95.4K - $117K
22.9K $1.33M
Activity Summary
Buys All Purchases 998 New Holdings 847 Increased Positions 151 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 6 Puts 0
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