Van Hulzen Asset Management, LLC Portfolio Holdings
Van Hulzen Asset Management, LLC
- $1.32 Billion
- Q4 2024
Van Hulzen Asset Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.32 Billion distributed in 1202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $103M, Microsoft Corp with a value of $59.4M, Alphabet Inc. with a value of $43.7M, International Business Machines Corp with a value of $38.6M, and Abb Vie Inc. with a value of $30.1M.
Examining the 13F form we can see an decrease of $62.6M in the current position value, from $1.38B to 1.32B.
Below you can find more details about Van Hulzen Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.32 Billion
Technology: $335 Million
ETFs: $230 Million
Industrials: $129 Million
Healthcare: $127 Million
Financial Services: $124 Million
Consumer Cyclical: $122 Million
Consumer Defensive: $76.2 Million
Communication Services: $75.9 Million
Other: $97.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,202
- Current Value $1.32 Billion
- Prior Value $1.38 Billion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 847 stocks
- Additional Purchases 151 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks