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
IWR
Ishares Russell Mid Cap ETF

ETFs
208
New
$87.25 - $95.52 $18.1K - $19.9K
208 $18K
GLW
Corning Inc

Technology
390
New
$44.11 - $49.76 $17.2K - $19.4K
390 $18K
DVN
Devon Energy Corp

Energy
552
New
$30.52 - $42.96 $16.8K - $23.7K
552 $18K
VOT
Vanguard Mid Cap Growth Index

ETFs
71
New
$241.48 - $274.89 $17.1K - $19.5K
71 $18K
MPWR
Monolithic Power Systems Inc

Technology
32
New
$560.06 - $942.58 $17.9K - $30.2K
32 $18K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
330
New
$55.86 - $60.21 $18.4K - $19.9K
330 $18K
IWN
Ishares Russell2000 Val ETF

ETFs
104
New
$162.69 - $181.35 $16.9K - $18.9K
104 $17K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
465
New
$37.86 - $39.07 $17.6K - $18.2K
465 $17K
CHKP
Check Point Software Technologies LTD

Technology
93
New
$170.18 - $209.01 $15.8K - $19.4K
93 $17K
URI
United Rentals, Inc.

Industrials
25
New
$704.44 - $880.32 $17.6K - $22K
25 $17K
DVYA
Ishares Asia/Pacific Divid 30

ETFs
500
New
$35.33 - $39.3 $17.7K - $19.7K
500 $17K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
250
New
$67.29 - $73.38 $16.8K - $18.3K
250 $16K
KIO
Kkr Income Opportunities Fund

Financial Services
1.2K
New
$13.03 - $15.04 $15.6K - $18K
1.2K $16K
EQIX
Equinix Inc

Real Estate
17
New
$865.69 - $985.0 $14.7K - $16.7K
17 $16K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.58K
New
$7.33 - $12.37 $11.6K - $19.5K
1.58K $16K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
382
New
$44.04 - $49.49 $16.8K - $18.9K
382 $16K
SNFCA
Security National Financial Corp

Financial Services
1.41K
New
$9.12 - $13.42 $12.8K - $18.9K
1.41K $16K
SG
Sweetgreen, Inc.

Consumer Cyclical
500
New
$31.7 - $43.97 $15.9K - $22K
500 $16K
NUE
Nucor Corp

Basic Materials
141
New
$115.78 - $167.74 $16.3K - $23.7K
141 $16K
CTAS
Cintas Corp

Industrials
92
New
$182.7 - $226.47 $16.8K - $20.8K
92 $16K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
1.8K
New
$9.1 - $9.51 $16.4K - $17.1K
1.8K $16K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
900
New
$18.18 - $19.49 $16.4K - $17.5K
900 $16K
XLP
Consumer Staples Sector Spdr

ETFs
215
New
N/A
215 $16K
VTRS
Viatris Inc

Healthcare
1.29K
New
$11.32 - $13.37 $14.6K - $17.2K
1.29K $16K
MBLY
Mobileye Global Inc.
800
New
$12.07 - $20.07 $9.66K - $16.1K
800 $15K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
834
New
$18.41 - $40.87 $15.4K - $34.1K
834 $15K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.92K
New
$7.83 - $8.16 $15K - $15.7K
1.92K $15K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
632
New
$24.19 - $24.63 $15.3K - $15.6K
632 $15K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
606
New
$22.72 - $28.29 $13.8K - $17.1K
606 $15K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.24K
New
$12.12 - $13.1 $15K - $16.2K
1.24K $15K
VHT
Vanguard Health Care ETF

ETFs
61
New
$250.81 - $283.3 $15.3K - $17.3K
61 $15K
LYV
Live Nation Entertainment, Inc.

Communication Services
110
New
$109.06 - $140.54 $12K - $15.5K
110 $14K
DXC
Dxc Technology CO

Technology
715
New
$19.59 - $22.83 $14K - $16.3K
715 $14K
INTF
Ishares Tr

ETFs
499
New
$28.54 - $31.26 $14.2K - $15.6K
499 $14K
ABR
Arbor Realty Trust Inc

Real Estate
1.02K
New
$13.66 - $15.64 $13.9K - $15.9K
1.02K $14K
IWD
Ishares Russell 1000 Val ETF

ETFs
81
New
$183.23 - $199.79 $14.8K - $16.2K
81 $14K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
142
New
$104.52 - $115.08 $14.8K - $16.3K
142 $14K
XLC
Select Sector Spdr Tr Communic

ETFs
151
New
$89.66 - $102.16 $13.5K - $15.4K
151 $14K
HYLB
Xtrackers Usd High Yield Corp

ETFs
392
New
$35.95 - $36.76 $14.1K - $14.4K
392 $14K
OLED
Universal Display Corp Pa

Technology
100
New
$146.2 - $213.81 $14.6K - $21.4K
100 $14K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
635
New
$23.25 - $23.37 $14.8K - $14.8K
635 $14K
COF
Capital One Financial Corp

Financial Services
76
New
$145.19 - $192.01 $11K - $14.6K
76 $13K
GGG
Graco Inc

Industrials
163
New
$81.45 - $92.29 $13.3K - $15K
163 $13K
PBP
Invesco Exchange Traded Fd Tr

ETFs
577
New
$22.51 - $23.75 $13K - $13.7K
577 $13K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
1.29K
New
$10.65 - $11.42 $13.8K - $14.8K
1.29K $13K
KIM
Kimco Realty Corp

Real Estate
567
New
$22.75 - $25.78 $12.9K - $14.6K
567 $13K
EXPE
Expedia Group, Inc.

Consumer Cyclical
69
New
$146.47 - $191.01 $10.1K - $13.2K
69 $12K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
100
New
$104.54 - $137.94 $10.5K - $13.8K
100 $12K
TOST
Toast, Inc.

Technology
340
New
$27.43 - $43.54 $9.33K - $14.8K
340 $12K
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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