Van Hulzen Asset Management, LLC New Holdings in Q4 2024

Van Hulzen Asset Management, LLC

  • $1.32 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SLB
Schlumberger Limited

Energy
336K
New
$36.83 - $45.59 $12.4M - $15.3M
336K $12.9M
NDAQ
Nasdaq, Inc.

Financial Services
85.7K
New
$70.87 - $83.05 $6.07M - $7.12M
85.7K $6.63M
IR
Ingersoll Rand Inc.

Industrials
68.5K
New
$90.46 - $105.35 $6.19M - $7.21M
68.5K $6.19M
RIO
Rio Tinto PLC

Basic Materials
26.1K
New
$58.59 - $71.15 $1.53M - $1.85M
26.1K $1.53M
MWA
Mueller Water Products, Inc.

Industrials
64.5K
New
$21.37 - $25.97 $1.38M - $1.67M
64.5K $1.45M
MMSI
Merit Medical Systems Inc

Healthcare
14.8K
New
$93.76 - $105.52 $1.39M - $1.56M
14.8K $1.43M
BLKB
Blackbaud Inc

Technology
18.9K
New
$73.8 - $87.47 $1.39M - $1.65M
18.9K $1.4M
SXI
Standex International Corp

Industrials
7.44K
New
$172.48 - $211.52 $1.28M - $1.57M
7.44K $1.39M
BRC
Brady Corp

Industrials
18.3K
New
$69.64 - $76.81 $1.27M - $1.4M
18.3K $1.35M
YOU
Clear Secure, Inc.

Technology
50.7K
New
$25.61 - $38.45 $1.3M - $1.95M
50.7K $1.35M
SHW
Sherwin Williams CO

Basic Materials
3.29K
New
$338.75 - $399.71 $1.11M - $1.31M
3.29K $1.12M
STRL
Sterling Construction CO Inc

Industrials
4.6K
New
$142.94 - $199.03 $658K - $916K
4.6K $775K
MLI
Mueller Industries Inc

Industrials
9.27K
New
$71.2 - $95.34 $660K - $884K
9.27K $735K
AYI
Acuity Brands Inc

Industrials
2.5K
New
$292.13 - $333.45 $730K - $833K
2.5K $729K
BMI
Badger Meter Inc

Technology
3.37K
New
$199.06 - $237.67 $670K - $800K
3.37K $713K
PHM
Pultegroup Inc

Consumer Cyclical
6.22K
New
$108.86 - $149.04 $677K - $927K
6.22K $677K
HPE
Hewlett Packard Enterprise CO

Technology
31K
New
$19.31 - $23.95 $598K - $742K
31K $661K
PLTR
Palantir Technologies Inc.

Technology
4.79K
New
$36.46 - $82.38 $174K - $394K
4.79K $361K
MSTR
Microstrategy Inc

Technology
900
New
$162.69 - $473.83 $146K - $426K
900 $260K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.38K
New
$53.94 - $58.15 $236K - $254K
4.38K $246K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.45K
New
$100.16 - $100.7 $245K - $247K
2.45K $245K
XLK
Technology Sector Spdr

ETFs
999
New
$220.26 - $241.44 $220K - $241K
999 $232K
IWM
Ishares Russell 2000 ETF

ETFs
1K
New
$216.13 - $242.4 $217K - $243K
1K $221K
CRM
Salesforce, Inc.

Technology
656
New
$270.87 - $367.87 $178K - $241K
656 $219K
EMR
Emerson Electric CO

Industrials
1.67K
New
$108.13 - $134.33 $180K - $224K
1.67K $206K
AXP
American Express CO

Financial Services
670
New
$267.35 - $305.57 $179K - $205K
670 $198K
ENB
Enbridge Inc

Energy
4.61K
New
$40.4 - $43.92 $186K - $202K
4.61K $195K
STZ
Constellation Brands, Inc.

Consumer Defensive
880
New
$219.66 - $257.62 $193K - $227K
880 $194K
MA
Mastercard Inc

Financial Services
367
New
$491.3 - $536.15 $180K - $197K
367 $193K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.18K
New
$55.73 - $66.16 $177K - $210K
3.18K $191K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.68K
New
$40.15 - $42.9 $188K - $201K
4.68K $188K
KHC
Kraft Heinz CO

Consumer Defensive
6.03K
New
$30.1 - $36.02 $182K - $217K
6.03K $185K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.17K
New
$22.01 - $66.82 $180K - $546K
8.17K $185K
PLD
Prologis, Inc.

Real Estate
1.7K
New
$101.4 - $126.96 $173K - $216K
1.7K $180K
JPIE
J P Morgan Exchange Traded Fd
3.89K
New
$45.59 - $46.25 $178K - $180K
3.89K $177K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.35K
New
$75.1 - $82.99 $176K - $195K
2.35K $177K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
8.5K
New
$20.38 - $21.75 $173K - $185K
8.5K $175K
EPD
Enterprise Products Partners L.P.

Energy
5.57K
New
$28.66 - $34.43 $160K - $192K
5.57K $174K
IWF
Ishares Russell 1000 Gr ETF

ETFs
428
New
$370.24 - $418.94 $158K - $179K
428 $171K
LEN
Lennar Corp

Consumer Cyclical
1.26K
New
$136.2 - $188.96 $171K - $238K
1.26K $171K
PNW
Pinnacle West Capital Corp

Utilities
2K
New
$84.03 - $94.52 $168K - $189K
2K $169K
ISRG
Intuitive Surgical Inc

Healthcare
325
New
$471.27 - $550.62 $153K - $179K
325 $169K
NTR
Nutrien Ltd.

Basic Materials
3.75K
New
$44.04 - $50.78 $165K - $190K
3.75K $167K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.96K
New
N/A
1.96K $167K
PFIS
Peoples Financial Services Corp.

Financial Services
3.24K
New
$44.73 - $58.76 $145K - $190K
3.24K $165K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
6.85K
New
$23.63 - $26.47 $162K - $181K
6.85K $162K
CPRT
Copart Inc

Consumer Cyclical
2.8K
New
$51.36 - $63.8 $144K - $179K
2.8K $160K
CORP
Pimco Investment Grade Corp Bd

ETFs
1.66K
New
$95.1 - $99.41 $157K - $165K
1.66K $157K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.37K
New
$64.62 - $71.43 $153K - $170K
2.37K $153K
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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