Van Hulzen Asset Management, LLC Incresed Positions in Q4 2024

Van Hulzen Asset Management, LLC

  • $1.32 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
104K
+ 658.1%
$161.05 - $179.7 $16.8M - $18.8M
120K $20.2M
TSLA
Tesla, Inc.

Consumer Cyclical
554
+ 0.75%
$213.65 - $479.86 $118K - $266K
74.3K $30M
CB
Chubb LTD

Financial Services
34.6K
+ 2622.73%
$271.57 - $301.89 $9.4M - $10.5M
35.9K $9.93M
AVGO
Broadcom Inc.

Technology
18.8K
+ 27.22%
$159.67 - $250.0 $3.01M - $4.71M
88K $20.4M
GOOGL
Alphabet Inc.

Communication Services
2.26K
+ 0.99%
$161.86 - $196.66 $366K - $445K
231K $43.7M
HON
Honeywell International Inc

Industrials
20.4K
+ 75.49%
$202.84 - $236.0 $4.13M - $4.81M
47.4K $10.7M
AMZN
Amazon Com Inc

Consumer Cyclical
880
+ 0.99%
$180.88 - $232.93 $159K - $205K
89.4K $19.6M
V
Visa Inc.

Financial Services
1.04K
+ 1.99%
$273.87 - $320.91 $284K - $333K
53.2K $16.8M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
465
+ 2.27%
$260.53 - $404.79 $121K - $188K
21K $8.02M
DIS
Walt Disney CO

Communication Services
3.64K
+ 2.98%
$92.39 - $117.6 $336K - $428K
126K $14M
ADP
Automatic Data Processing Inc

Industrials
786
+ 1.02%
$280.08 - $307.97 $220K - $242K
77.9K $22.8M
HWKN
Hawkins Inc

Basic Materials
9.82K
+ 117.17%
$106.23 - $137.61 $1.04M - $1.35M
18.2K $2.23M
QLYS
Qualys, Inc.

Technology
6.22K
+ 26.56%
$119.24 - $159.23 $741K - $990K
29.6K $4.15M
TDW
Tidewater Inc

Energy
17.8K
+ 211.31%
$47.0 - $73.31 $835K - $1.3M
26.2K $1.43M
TFLO
Ishares Treasury Floating Rate

ETFs
16.7K
+ 12.89%
$50.37 - $50.63 $840K - $844K
146K $7.37M
IVV
Ishares Core S&P 500 ETF

ETFs
755
+ 2.45%
$570.51 - $610.59 $431K - $461K
31.5K $18.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.64K
+ 61.8%
$91.29 - $91.8 $789K - $793K
22.6K $2.07M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.89K
+ 1.97%
$278.49 - $315.16 $527K - $596K
98K $27.8M
LNG
Cheniere Energy, Inc.

Energy
936
+ 6.3%
$181.07 - $225.92 $169K - $211K
15.8K $3.39M
ABT
Abbott Laboratories

Healthcare
6.24K
+ 20.52%
$111.93 - $119.39 $698K - $744K
36.6K $4.14M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.94K
+ 3.71%
$201.32 - $217.44 $391K - $423K
54.3K $11.2M
NEAR
Blackrock Short Maturity Bond

ETFs
12.5K
+ 20.13%
$50.28 - $51.08 $629K - $639K
74.6K $3.77M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.17K
+ 24.73%
$174.22 - $187.62 $552K - $595K
16K $2.8M
LRN
Stride, Inc.

Consumer Defensive
971
+ 4.85%
$64.04 - $110.79 $62.2K - $108K
21K $2.18M
VFC
V F Corp

Consumer Cyclical
18K
+ 54.03%
$16.7 - $22.59 $300K - $405K
51.2K $1.1M
TJX
Tjx Companies Inc

Consumer Cyclical
1.2K
+ 1.58%
$112.15 - $127.2 $135K - $153K
77.2K $9.33M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
9.5K
+ 61.58%
$41.17 - $43.34 $391K - $412K
24.9K $1.03M
GOOG
Alphabet Inc.

Communication Services
220
+ 1.63%
$163.08 - $198.16 $35.9K - $43.6K
13.7K $2.61M
SPY
Spdr S&P 500 ETF Trust

ETFs
213
+ 1.14%
$567.81 - $607.81 $121K - $129K
18.9K $11.1M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
17.8K
+ 63.55%
$17.93 - $18.8 $320K - $335K
45.9K $835K
DE
Deere & CO

Industrials
462
+ 2.43%
$389.45 - $466.0 $180K - $215K
19.5K $8.27M
EW
Edwards Lifesciences Corp

Healthcare
132
+ 0.39%
$64.54 - $75.92 $8.52K - $10K
34.1K $2.53M
AX
Axos Financial, Inc.

Financial Services
1.31K
+ 4.79%
$59.93 - $86.6 $78.6K - $114K
28.7K $2M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
1.64K
+ 8.33%
$60.17 - $75.64 $98.4K - $124K
21.3K $1.51M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.23K
+ 39.67%
$46.33 - $48.6 $289K - $303K
21.9K $1.02M
SMPL
Simply Good Foods CO

Consumer Defensive
2.81K
+ 8.37%
$32.46 - $40.01 $91.1K - $112K
36.4K $1.42M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.21K
+ 1.74%
$176.42 - $186.91 $390K - $414K
130K $23.1M
DGII
Digi International Inc

Technology
3.09K
+ 6.22%
$27.66 - $33.88 $85.6K - $105K
52.8K $1.6M
NET
Cloudflare, Inc.

Technology
400
+ 6.25%
$78.11 - $117.56 $31.2K - $47K
6.8K $731K
PEP
Pepsico Inc

Consumer Defensive
1.89K
+ 37.44%
$151.29 - $176.1 $285K - $332K
6.93K $1.05M
VRSK
Verisk Analytics, Inc.

Industrials
500
+ 6.85%
$262.86 - $294.75 $131K - $147K
7.8K $2.15M
RLI
Rli Corp

Financial Services
645
+ 7.58%
$151.91 - $180.89 $98K - $117K
9.15K $1.51M
TROW
Price T Rowe Group Inc

Financial Services
1.1K
+ 7.19%
$106.48 - $124.69 $117K - $137K
16.4K $1.85M
IPAR
Inter Parfums Inc

Consumer Defensive
1.1K
+ 6.16%
$118.08 - $139.92 $130K - $154K
18.9K $2.49M
IAU
Ishares Gold Trust

ETFs
4.34K
+ 1.82%
$48.37 - $52.65 $210K - $229K
243K $12M
TBBK
Bancorp, Inc.

Financial Services
3.88K
+ 9.0%
$47.01 - $60.36 $183K - $234K
47K $2.48M
CRWD
Crowd Strike Holdings, Inc.

Technology
190
+ 12.68%
$275.15 - $388.2 $52.3K - $73.8K
1.69K $577K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.49K
+ 25.45%
$50.14 - $52.56 $175K - $183K
17.2K $864K
FSS
Federal Signal Corp

Industrials
1.76K
+ 8.04%
$81.56 - $99.7 $143K - $175K
23.6K $2.18M
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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