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
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
4.79K
New
$12.94 - $14.1 $61.9K - $67.5K
4.79K $61K
VLO
Valero Energy Corp

Energy
495
New
$118.59 - $144.02 $58.7K - $71.3K
495 $60K
IIM
Invesco Value Municipal Income Trust

Financial Services
5K
New
$11.71 - $12.93 $58.6K - $64.7K
5K $59K
PEG
Public Service Enterprise Group Inc

Utilities
700
New
$81.87 - $94.51 $57.3K - $66.2K
700 $59K
XLI
Industrial Sector Spdr

ETFs
455
New
$131.76 - $143.99 $60K - $65.5K
455 $59K
VO
Vanguard Mid Cap ETF

ETFs
225
New
$261.5 - $284.63 $58.8K - $64K
225 $59K
MELI
Mercadolibre Inc

Consumer Cyclical
35
New
$1666.0 - $2117.3 $58.3K - $74.1K
35 $59K
SKYY
First Trust Cloud Computing Et

ETFs
500
New
$99.98 - $130.46 $50K - $65.2K
500 $59K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
3.83K
New
$15.0 - $17.55 $57.4K - $67.1K
3.83K $58K
PFL
Pimco Income Strategy Fund

Financial Services
7K
New
$8.27 - $8.77 $57.9K - $61.4K
7K $58K
SPOT
Spotify Technology S.A.

Communication Services
130
New
$362.95 - $502.38 $47.2K - $65.3K
130 $58K
PSA
Public Storage

Real Estate
191
New
$289.33 - $360.21 $55.3K - $68.8K
191 $57K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.35K
New
$42.79 - $44.9 $57.7K - $60.6K
1.35K $57K
CCL
Carnival Corp

Consumer Cyclical
2.3K
New
$17.34 - $26.8 $39.9K - $61.7K
2.3K $57K
ROK
Rockwell Automation, Inc

Industrials
200
New
$264.65 - $302.92 $52.9K - $60.6K
200 $57K
GLDM
World Gold Trust

ETFs
1.07K
New
$50.76 - $55.23 $54.2K - $58.9K
1.07K $55K
AMT
American Tower Corp

Real Estate
305
New
$179.4 - $232.01 $54.7K - $70.8K
305 $55K
TT
Trane Technologies PLC

Industrials
150
New
$369.35 - $419.14 $55.4K - $62.9K
150 $55K
IYW
Ishares Dj Us Tech ETF

ETFs
351
New
$148.14 - $166.23 $52K - $58.3K
351 $55K
ENSG
Ensign Group, Inc

Healthcare
418
New
$132.78 - $156.91 $55.5K - $65.6K
418 $55K
ITOT
Ishares Core S&P Total U.S. St

ETFs
432
New
$124.26 - $134.12 $53.7K - $57.9K
432 $55K
XLY
Select Sector Spdr Consumer Di

ETFs
244
New
$194.8 - $239.43 $47.5K - $58.4K
244 $54K
MCO
Moodys Corp

Financial Services
113
New
$454.04 - $500.88 $51.3K - $56.6K
113 $53K
UTHR
United Therapeutics Corp

Healthcare
150
New
$348.66 - $410.0 $52.3K - $61.5K
150 $52K
RMBS
Rambus Inc

Technology
1K
New
$40.13 - $59.14 $40.1K - $59.1K
1K $52K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
1K
New
N/A
1K $52K
BMRC
Bank Of Marin Bancorp

Financial Services
2.16K
New
$19.26 - $26.57 $41.5K - $57.3K
2.16K $51K
HCA
Hca Healthcare, Inc.

Healthcare
170
New
$297.52 - $415.61 $50.6K - $70.7K
170 $51K
AEM
Agnico Eagle Mines LTD

Basic Materials
664
New
$75.99 - $88.85 $50.5K - $59K
664 $51K
VEEV
Veeva Systems Inc

Healthcare
240
New
$201.81 - $250.45 $48.4K - $60.1K
240 $50K
IT
Gartner Inc

Technology
100
New
$481.22 - $551.8 $48.1K - $55.2K
100 $48K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.29K
New
$20.98 - $21.19 $48K - $48.5K
2.29K $48K
BSCU
Invesco Exc Self Ind Tr

ETFs
2.97K
New
$16.32 - $16.99 $48.4K - $50.4K
2.97K $48K
CI
Cigna Corp

Healthcare
176
New
$265.59 - $358.58 $46.7K - $63.1K
176 $48K
PHO
Invesco Exchange Traded Fd Tr

ETFs
732
New
$65.79 - $72.14 $48.2K - $52.8K
732 $48K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
2.35K
New
$20.35 - $21.68 $47.8K - $50.9K
2.35K $48K
DGRO
Ishares Core Dividend Growth E

ETFs
793
New
$60.73 - $64.94 $48.2K - $51.5K
793 $48K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
3.91K
New
N/A
3.91K $48K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.93K
New
$24.82 - $25.48 $48K - $49.2K
1.93K $48K
TMO
Thermo Fisher Scientific Inc.

Healthcare
93
New
$501.29 - $612.85 $46.6K - $57K
93 $48K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
627
New
$75.65 - $83.47 $47.4K - $52.3K
627 $47K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
40
New
$1146.59 - $1270.6 $45.9K - $50.8K
40 $47K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.97K
New
$23.88 - $24.32 $47.1K - $47.9K
1.97K $47K
EIX
Edison International

Utilities
597
New
$77.93 - $88.36 $46.5K - $52.8K
597 $47K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
8.28K
New
$5.64 - $5.93 $46.7K - $49.1K
8.28K $47K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.1K
New
$41.09 - $45.94 $45.2K - $50.5K
1.1K $46K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
3.51K
New
$13.12 - $13.68 $46.1K - $48K
3.51K $46K
CCI
Crown Castle International Corp

Real Estate
512
New
$89.78 - $119.11 $46K - $61K
512 $46K
AGI
Alamos Gold Inc

Basic Materials
2.5K
New
$17.54 - $21.38 $43.9K - $53.5K
2.5K $46K
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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