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
D
Dominion Energy, Inc

Utilities
485
New
$52.63 - $60.92 $25.5K - $29.5K
485 $26K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
344
New
$75.22 - $82.17 $25.9K - $28.3K
344 $26K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.3K
New
$19.42 - $19.76 $25.2K - $25.7K
1.3K $25K
AB
Alliancebernstein Holding L.P.

Financial Services
700
New
$34.59 - $38.68 $24.2K - $27.1K
700 $25K
CNHI
Cnh Industrial N.V.

Industrials
2.45K
New
N/A
2.45K $25K
HNW
Pioneer Diversified High Income Fund, Inc.

Financial Services
2.18K
New
$11.71 - $12.47 $25.6K - $27.2K
2.18K $25K
WMB
Williams Companies, Inc.

Energy
474
New
$46.37 - $59.74 $22K - $28.3K
474 $25K
TM
Toyota Motor Corp

Consumer Cyclical
133
New
$169.2 - $199.52 $22.5K - $26.5K
133 $25K
HWM
Howmet Aerospace Inc.

Industrials
231
New
$99.72 - $120.09 $23K - $27.7K
231 $25K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
2.51K
New
$9.7 - $10.62 $24.3K - $26.6K
2.51K $24K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
648
New
$38.37 - $42.82 $24.9K - $27.7K
648 $24K
JBBB
Janus Detroit Str Tr Henderson

ETFs
500
New
$48.59 - $49.45 $24.3K - $24.7K
500 $24K
IJS
Ishares S&P Smallcap 600 Value

ETFs
229
New
$104.59 - $118.05 $24K - $27K
229 $24K
TRMB
Trimble Inc.

Technology
330
New
$60.21 - $75.4 $19.9K - $24.9K
330 $23K
VBK
Vanguard Small Cap Growth ETF

ETFs
85
New
$264.18 - $304.19 $22.5K - $25.9K
85 $23K
DD
Du Pont De Nemours, Inc.

Basic Materials
310
New
$75.95 - $88.05 $23.5K - $27.3K
310 $23K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
1K
New
$22.12 - $24.37 $22.1K - $24.4K
1K $23K
WDFC
Wd 40 CO

Basic Materials
98
New
$242.06 - $290.11 $23.7K - $28.4K
98 $23K
EXP
Eagle Materials Inc

Basic Materials
94
New
$246.48 - $315.29 $23.2K - $29.6K
94 $23K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
943
New
$23.18 - $23.74 $21.9K - $22.4K
943 $22K
SPG
Simon Property Group Inc

Real Estate
130
New
$167.23 - $183.84 $21.7K - $23.9K
130 $22K
RDNT
Rad Net, Inc.

Healthcare
329
New
$64.99 - $86.38 $21.4K - $28.4K
329 $22K
GS
Goldman Sachs Group Inc

Financial Services
40
New
$486.1 - $608.57 $19.4K - $24.3K
40 $22K
VITL
Vital Farms, Inc.

Consumer Defensive
600
New
$28.13 - $40.91 $16.9K - $24.5K
600 $22K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
942
New
$23.22 - $23.84 $21.9K - $22.5K
942 $22K
ENVX
Enovix Corp

Industrials
2K
New
$8.03 - $12.81 $16.1K - $25.6K
2K $21K
MRVL
Marvell Technology, Inc.

Technology
195
New
$70.31 - $124.78 $13.7K - $24.3K
195 $21K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
877
New
$24.94 - $26.14 $21.9K - $22.9K
877 $21K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
2K
New
$10.56 - $11.31 $21.1K - $22.6K
2K $21K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
935
New
$23.03 - $23.33 $21.5K - $21.8K
935 $21K
SRLN
Ssga Active Trust

ETFs
500
New
$41.48 - $42.08 $20.7K - $21K
500 $20K
NDSN
Nordson Corp

Industrials
100
New
$208.83 - $264.36 $20.9K - $26.4K
100 $20K
MPC
Marathon Petroleum Corp

Energy
148
New
$131.65 - $174.84 $19.5K - $25.9K
148 $20K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
815
New
$25.0 - $25.11 $20.4K - $20.5K
815 $20K
PGF
Invesco Exchange Traded Fd Tr

ETFs
1.4K
New
$14.4 - $15.83 $20.1K - $22.1K
1.4K $20K
PCYG
Park City Group Inc

Technology
2K
New
N/A
2K $20K
IDXX
Idexx Laboratories Inc

Healthcare
49
New
$406.92 - $495.42 $19.9K - $24.3K
49 $20K
NVMI
Nova Ltd.

Technology
100
New
$172.39 - $221.56 $17.2K - $22.2K
100 $19K
JOBY
Joby Aviation, Inc.

Industrials
2.4K
New
$4.8 - $9.16 $11.5K - $22K
2.4K $19K
IHF
Ishares Tr

ETFs
415
New
$47.41 - $56.83 $19.7K - $23.6K
415 $19K
RGLD
Royal Gold Inc

Basic Materials
150
New
$131.05 - $154.26 $19.7K - $23.1K
150 $19K
BSX
Boston Scientific Corp

Healthcare
223
New
$83.62 - $91.5 $18.6K - $20.4K
223 $19K
ARCC
Ares Capital Corp

Financial Services
900
New
$20.74 - $22.27 $18.7K - $20K
900 $19K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
717
New
$27.8 - $29.05 $19.9K - $20.8K
717 $19K
HLI
Houlihan Lokey, Inc.

Financial Services
107
New
$158.81 - $190.49 $17K - $20.4K
107 $18K
AOA
Ishares Tr Core Aggressive All

ETFs
245
New
$76.61 - $79.88 $18.8K - $19.6K
245 $18K
PEAK
Healthpeak Properties, Inc.

Real Estate
1K
New
N/A
1K $18K
TSN
Tyson Foods, Inc.

Consumer Defensive
321
New
$57.14 - $64.54 $18.3K - $20.7K
321 $18K
NMAI
Nuveen Multi Asset Income Fund

ETFs
1.55K
New
$11.86 - $13.16 $18.4K - $20.4K
1.55K $18K
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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