Van Hulzen Asset Management, LLC Reduced Holdings in Q4 2024

Van Hulzen Asset Management, LLC

  • $1.32 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
-106K
- 76.53%
$168.67 - $193.65 $17.8M - $20.5M
32.4K $5.49M
MRK
Merck & Co., Inc.

Healthcare
-138K
- 73.91%
$96.31 - $114.76 $13.3M - $15.8M
48.7K $4.84M
Fidelity Wise Origin Bitcoin
-7.38K
- 2.77%
N/A
259K $0
KMI
Kinder Morgan, Inc.

Energy
-615K
- 94.47%
$22.59 - $28.54 $13.9M - $17.6M
36K $986K
AON
Aon PLC

Financial Services
-38.1K
- 97.74%
$344.14 - $393.31 $13.1M - $15M
881 $316K
LMT
Lockheed Martin Corp

Industrials
-10.4K
- 80.95%
$479.66 - $614.62 $5M - $6.41M
2.45K $1.19M
NTRS
Northern Trust Corp

Financial Services
-57.5K
- 63.52%
$88.4 - $111.16 $5.08M - $6.39M
33K $3.38M
NVDA
Nvidia Corp

Technology
-54.5K
- 24.77%
$117.0 - $148.88 $6.37M - $8.11M
165K $22.2M
AAPL
Apple Inc.

Technology
-46.9K
- 10.21%
$221.69 - $259.02 $10.4M - $12.1M
412K $103M
ADBE
Adobe Inc.

Technology
-3.17K
- 18.19%
$437.39 - $552.96 $1.39M - $1.75M
14.3K $6.34M
DFS
Discover Financial Services

Financial Services
-16.8K
- 90.43%
$136.3 - $182.67 $2.29M - $3.07M
1.78K $307K
O
Realty Income Corp

Real Estate
-25.5K
- 62.35%
$51.76 - $64.71 $1.32M - $1.65M
15.4K $823K
CME
Cme Group Inc.

Financial Services
-8.8K
- 84.02%
$221.17 - $246.02 $1.95M - $2.16M
1.67K $388K
Grayscale Ethereum Trust ETF
-2.55K
- 3.02%
N/A
81.8K $0
BRP
Brp Group, Inc.

Financial Services
-24.9K
- 31.58%
N/A
53.9K $2.16M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
-99.4K
- 99.6%
$14.29 - $18.76 $1.42M - $1.86M
400 $7K
ADUS
Addus Home Care Corp

Healthcare
-9.26K
- 29.45%
$118.27 - $133.01 $1.09M - $1.23M
22.2K $2.78M
F&G Annuities & Life Inc
-30K
- 98.56%
N/A
438 $0
HAE
Haemonetics Corp

Healthcare
-13.7K
- 98.66%
$71.16 - $93.38 $975K - $1.28M
186 $14K
ABC
Amerisourcebergen Corp

Healthcare
-13
- 0.05%
N/A
26.9K $4.99M
PCRX
Pacira Bio Sciences, Inc.

Healthcare
-71K
- 99.79%
$15.3 - $20.33 $1.09M - $1.44M
150 $2K
Wells Fargo CO New
-17
- 2.31%
N/A
720 $0
AMD
Advanced Micro Devices Inc

Technology
-3.84K
- 37.79%
$118.88 - $172.8 $456K - $663K
6.32K $763K
HLNE
Hamilton Lane Inc

Financial Services
-4.21K
- 33.69%
$147.78 - $201.62 $622K - $848K
8.28K $1.23M
BAC
Bank Of America Corp

Financial Services
-22.7K
- 71.84%
$39.22 - $47.77 $891K - $1.09M
8.9K $391K
AMGN
Amgen Inc

Healthcare
-198
- 1.65%
$258.78 - $328.31 $51.2K - $65K
11.8K $3.07M
AWR
American States Water CO

Utilities
-7.01K
- 16.6%
$77.72 - $87.27 $545K - $612K
35.2K $2.74M
Ge Healthcare Technologies I
-563
- 6.92%
N/A
7.57K $0
MTCH
Match Group, Inc.

Communication Services
-19.3K
- 92.07%
$30.29 - $38.64 $584K - $745K
1.66K $54K
ETSY
Etsy Inc

Consumer Cyclical
-12.8K
- 89.57%
$47.48 - $61.61 $605K - $786K
1.48K $78K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-3.5K
- 41.18%
$123.8 - $167.8 $433K - $587K
5K $629K
AIT
Applied Industrial Technologies Inc

Industrials
-3.68K
- 25.74%
$220.05 - $280.49 $809K - $1.03M
10.6K $2.54M
Ge Vernova Inc
-222
- 11.18%
N/A
1.76K $0
GD
General Dynamics Corp

Industrials
-45
- 0.36%
$260.28 - $314.03 $11.7K - $14.1K
12.4K $3.26M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-555
- 0.71%
$55.45 - $61.08 $30.8K - $33.9K
77.3K $4.29M
DHI
Horton D R Inc

Consumer Cyclical
-1K
- 16.65%
$137.24 - $194.56 $137K - $195K
5.01K $699K
HD
Home Depot, Inc.

Consumer Cyclical
-550
- 4.71%
$385.02 - $431.37 $212K - $237K
11.1K $4.33M
VIG
Vanguard Dividend Appreciation

ETFs
-676
- 4.29%
N/A
15.1K $2.75M
ENPH
Enphase Energy, Inc.

Technology
-3.05K
- 83.63%
$59.52 - $111.18 $182K - $339K
597 $41K
VTV
Vanguard Value ETF

ETFs
-1.96K
- 81.85%
$168.32 - $181.87 $329K - $356K
434 $73K
PFE
Pfizer Inc

Healthcare
-9.24K
- 28.03%
$24.8 - $30.19 $229K - $279K
23.7K $629K
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.77K
- 69.12%
$80.13 - $83.77 $302K - $316K
1.68K $135K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.21K
- 5.78%
$106.56 - $113.11 $129K - $137K
19.7K $2.11M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.36K
- 54.61%
$57.29 - $63.1 $193K - $212K
2.8K $160K
NEP
Nextera Energy Partners, LP

Utilities
-6.97K
- 66.57%
$15.87 - $26.96 $111K - $188K
3.5K $62K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-8.38K
- 15.04%
$22.39 - $23.45 $188K - $196K
47.3K $1.09M
TKR
Timken CO

Industrials
-1.8K
- 30.13%
$70.76 - $87.24 $127K - $157K
4.17K $297K
F
Ford Motor CO

Consumer Cyclical
-16.4K
- 36.29%
$9.69 - $11.4 $158K - $186K
28.7K $284K
ICE
Intercontinental Exchange, Inc.

Financial Services
-55
- 0.41%
$148.29 - $166.93 $8.16K - $9.18K
13.5K $2.01M
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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