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
IBDV
Ishares Tr

Technology
2.08K
New
$21.24 - $22.15 $44.1K - $46K
2.08K $44K
XLF
Financial Sector Spdr

ETFs
929
New
$44.89 - $51.34 $41.7K - $47.7K
929 $44K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.18K
New
$20.28 - $21.2 $44.1K - $46.1K
2.18K $44K
AEE
Ameren Corp

Utilities
499
New
$85.81 - $94.98 $42.8K - $47.4K
499 $44K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.82K
New
$24.5 - $25.72 $44.5K - $46.8K
1.82K $44K
DOW
Dow Inc.

Basic Materials
1.11K
New
$39.1 - $55.34 $43.4K - $61.4K
1.11K $44K
LAMR
Lamar Advertising CO

Real Estate
357
New
$121.37 - $138.11 $43.3K - $49.3K
357 $43K
JRS
Nuveen Real Estate Income Fund

Financial Services
5K
New
$8.09 - $9.64 $40.5K - $48.2K
5K $43K
ITA
Ishares Tr

ETFs
295
New
$144.31 - $157.31 $42.6K - $46.4K
295 $42K
IRM
Iron Mountain Inc

Real Estate
400
New
$101.62 - $128.14 $40.6K - $51.3K
400 $42K
APH
Amphenol Corp

Technology
600
New
$62.07 - $75.35 $37.2K - $45.2K
600 $41K
DDOG
Datadog, Inc.

Technology
287
New
$113.98 - $168.65 $32.7K - $48.4K
287 $41K
SIZE
Ishares Msci Usa Size Factor E

ETFs
277
New
$146.95 - $158.89 $40.7K - $44K
277 $41K
TREX
Trex CO Inc

Industrials
600
New
$62.94 - $79.88 $37.8K - $47.9K
600 $41K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.51K
New
$27.54 - $83.04 $41.6K - $126K
1.51K $41K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
3.57K
New
$11.44 - $13.22 $40.8K - $47.1K
3.57K $41K
COLB
Columbia Banking System, Inc.

Financial Services
1.51K
New
$25.29 - $32.01 $38.2K - $48.3K
1.51K $40K
IXN
Ishares Global Information Tec

ETFs
478
New
$80.67 - $87.84 $38.6K - $42K
478 $40K
DEO
Diageo PLC

Consumer Defensive
320
New
$118.0 - $139.88 $37.8K - $44.8K
320 $40K
WSM
Williams Sonoma Inc

Consumer Cyclical
216
New
$129.13 - $198.21 $27.9K - $42.8K
216 $39K
RWO
Spdr Dow Jones Global Real Est

ETFs
912
New
$42.41 - $47.31 $38.7K - $43.1K
912 $39K
NCA
Nuveen California Municipal Value Fund

Financial Services
4.63K
New
$8.37 - $9.19 $38.8K - $42.6K
4.63K $39K
CBOE
Cboe Global Markets, Inc.

Financial Services
202
New
$191.61 - $217.84 $38.7K - $44K
202 $39K
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
New
$4100.99 - $5300.34 $32.8K - $42.4K
8 $39K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.22K
New
$17.65 - $18.18 $39.2K - $40.4K
2.22K $39K
SJM
J M Smucker CO

Consumer Defensive
350
New
$106.92 - $121.75 $37.4K - $42.6K
350 $38K
SPYG
Spdr Portfolio

ETFs
436
New
$81.74 - $91.38 $35.6K - $39.8K
436 $38K
EWC
Ishares Msci Canada ETF

ETFs
950
New
$39.64 - $43.28 $37.7K - $41.1K
950 $38K
XLU
Utilities Sector Spdr

ETFs
507
New
$74.89 - $82.93 $38K - $42K
507 $38K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.82K
New
$9.71 - $15.34 $27.3K - $43.2K
2.82K $37K
PCG
Pg&E Corp

Utilities
1.87K
New
$19.2 - $21.63 $35.9K - $40.4K
1.87K $37K
IBB
Ishares Biotechnology ETF

ETFs
285
New
$131.21 - $148.85 $37.4K - $42.4K
285 $37K
PHYS
Sprott Physical Gold Trust

Financial Services
1.8K
New
$19.66 - $21.66 $35.4K - $39K
1.8K $36K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
722
New
$51.09 - $55.27 $36.9K - $39.9K
722 $36K
BST
Black Rock Science & Technology Trust

Financial Services
1K
New
$34.86 - $38.04 $34.9K - $38K
1K $36K
MU
Micron Technology Inc

Technology
434
New
$84.16 - $113.41 $36.5K - $49.2K
434 $36K
EME
Emcor Group, Inc.

Industrials
80
New
$427.96 - $526.95 $34.2K - $42.2K
80 $36K
SSBI
Summit State Bank Com Stk

Financial Services
4.81K
New
$6.14 - $8.21 $29.6K - $39.5K
4.81K $36K
PPG
Ppg Industries Inc

Basic Materials
300
New
$119.09 - $131.37 $35.7K - $39.4K
300 $35K
LHX
L3 Harris Technologies, Inc.

Industrials
169
New
$208.94 - $264.22 $35.3K - $44.7K
169 $35K
NSC
Norfolk Southern Corp

Industrials
150
New
$230.6 - $277.0 $34.6K - $41.6K
150 $35K
IDEV
Ishares Core Msci Intl Develop

ETFs
550
New
$64.18 - $70.42 $35.3K - $38.7K
550 $35K
UBS
Ubs Group Ag

Financial Services
1.18K
New
$29.78 - $33.08 $35.3K - $39.2K
1.18K $35K
LECO
Lincoln Electric Holdings Inc

Industrials
185
New
$187.47 - $219.94 $34.7K - $40.7K
185 $34K
SNA
Snap On Inc

Industrials
102
New
$285.44 - $371.35 $29.1K - $37.9K
102 $34K
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
3K
New
$11.28 - $12.35 $33.8K - $37.1K
3K $34K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
1.76K
New
$18.65 - $21.2 $32.7K - $37.2K
1.76K $34K
UUUU
Energy Fuels Inc

Energy
6.8K
New
$5.11 - $7.29 $34.7K - $49.6K
6.8K $34K
MGM
Mgm Resorts International

Consumer Cyclical
1K
New
$33.44 - $41.99 $33.4K - $42K
1K $34K
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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