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
DHC
Diversified Healthcare Trust

Real Estate
15
New
$2.17 - $4.13 $32.6 - $61.9
15 $0
Proshares Tr
3.13K
New
N/A
3.13K $0
FE
Firstenergy Corp

Utilities
9
New
$39.14 - $44.52 $352 - $401
9 $0
FIS
Fidelity National Information Services, Inc.

Technology
9
New
$80.14 - $90.95 $721 - $819
9 $0
DOV
Dover Corp

Industrials
1
New
$184.72 - $206.51 $185 - $207
1 $0
PCT
Pure Cycle Technologies, Inc.

Industrials
63
New
$8.81 - $14.3 $555 - $901
63 $0
SEM
Select Medical Holdings Corp

Healthcare
46
New
$18.26 - $40.2 $840 - $1.85K
46 $0
Ea Series Trust
250
New
N/A
250 $0
FTS
Fortis Inc.

Utilities
24
New
$41.04 - $45.81 $985 - $1.1K
24 $0
Fortuna Mng Corp
2.02K
New
N/A
2.02K $0
PBR
Petrobras Petroleo Brasileiro Sa

Energy
60
New
$12.61 - $15.33 $757 - $920
60 $0
Core Laboratories Inc
38
New
N/A
38 $0
Corpay Inc
17
New
N/A
17 $0
Phinia Inc
47
New
N/A
47 $0
Skillz Inc
53
New
N/A
53 $0
Siriusxm Holdings Inc
200
New
N/A
200 $0
SIG
Signet Jewelers LTD

Consumer Cyclical
10
New
$79.42 - $104.13 $794 - $1.04K
10 $0
BSRR
Sierra Bancorp

Financial Services
1
New
$27.32 - $34.59 $27.3 - $34.6
1 $0
SHG
Shinhan Financial Group CO LTD

Financial Services
16
New
N/A
16 $0
FLLV
Franklin Templeton ETF Tr
2.77K
New
N/A
2.77K $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
18
New
$25.74 - $53.78 $463 - $968
18 $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3
New
$20.55 - $23.26 $61.7 - $69.8
3 $0
RC
Ready Capital Corp

Real Estate
55
New
$6.71 - $7.57 $369 - $416
55 $0
EXTR
Extreme Networks Inc

Technology
51
New
$14.22 - $18.52 $725 - $945
51 $0
EXR
Extra Space Storage Inc.

Real Estate
1
New
$142.35 - $178.32 $142 - $178
1 $0
Entrepreneurshares Series Tr
1.5K
New
N/A
1.5K $0
EQR
Equity Residential

Real Estate
4
New
$69.12 - $77.48 $276 - $310
4 $0
RYAAY
Ryanair Holdings PLC

Industrials
5
New
$42.1 - $47.3 $211 - $237
5 $0
Rlj Lodging Tr
1.6K
New
N/A
1.6K $0
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
27
New
$27.67 - $31.93 $747 - $862
27 $0
Everus Constr Group
80
New
N/A
80 $0
RCI
Rogers Communications Inc

Communication Services
5
New
$30.36 - $39.38 $152 - $197
5 $0
E
Eni Spa

Energy
30
New
$26.32 - $31.82 $790 - $955
30 $0
Rb Global Inc
600
New
N/A
600 $0
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6
New
$26.63 - $30.23 $160 - $181
6 $0
QS
Quantum Scape Corp

Consumer Cyclical
100
New
$4.73 - $6.5 $473 - $650
100 $0
FBND
Fidelity Merrimack Str Tr Tota

ETFs
0
New
$44.87 - $46.86 $0 - $0
0 $0
SATS
Echo Star Corp

Technology
43
New
$21.52 - $27.17 $925 - $1.17K
43 $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
2
New
$33.93 - $38.37 $67.9 - $76.7
2 $0
Grayscale Ethereum Mini Tr E
17.5K
New
N/A
17.5K $0
FNDA
Schwab Fundamental U S Small C

ETFs
10
New
$29.26 - $59.11 $293 - $591
10 $0
FNDX
Schwab Fundamental U S Large C

ETFs
18
New
$23.49 - $71.77 $423 - $1.29K
18 $0
FNDF
Schwab Fundamental Intl Large

ETFs
6
New
$32.92 - $37.15 $198 - $223
6 $0
FNDC
Schwab Fundamental Intl Small

ETFs
4
New
$33.92 - $38.03 $136 - $152
4 $0
FNDE
Schwab Fundamental Emerging Mk

ETFs
7
New
$28.89 - $33.95 $202 - $238
7 $0
ROKU
Roku, Inc

Communication Services
5
New
$64.08 - $84.12 $320 - $421
5 $0
Brookfield Corp
48
New
N/A
48 $0
Gsk PLC
805
New
N/A
805 $0
OGE
Oge Energy Corp.

Utilities
16
New
$39.65 - $44.08 $634 - $705
16 $0
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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