Van Hulzen Asset Management, LLC Q1 2021 Filing

Filed May 12, 2021

Portfolio Value

$626.2B

Holdings

261

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (261 positions)

StockValue
CQPCHENIERE ENERGY PARTNERS LP
$811.0M
BABOEING CO
$807.0M
EEMISHARES TR
$754.0M
AMDADVANCED MICRO DEVICES INC
$746.0M
MBBISHARES TR
$727.0M
BMYBRISTOL-MYERS SQUIBB CO
$724.0M
HDVISHARES TR
$723.0M
BKBANK NEW YORK MELLON CORP
$722.0M
ADBEADOBE SYSTEMS INCORPORATED
$718.0M
SBUXSTARBUCKS CORP
$710.0M
LITELUMENTUM HLDGS INC
$709.0M
XYZSQUARE INC
$685.0M
XIFRNEXTERA ENERGY PARTNERS LP
$676.0M
VOOVANGUARD INDEX FDS
$674.0M
SUSCISHARES TR
$664.0M
PNCPNC FINL SVCS GROUP INC
$651.0M
EMBISHARES TR
$640.0M
NDQINVESCO QQQ TR
$640.0M
SCHASCHWAB STRATEGIC TR
$628.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$626.0M
APH1EURAPHRIA INC
$595.0M
NIONIO INC
$594.0M
DBLDOUBLELINE OPPORTUNISTIC CR
$587.0M
BACBK OF AMERICA CORP
$564.0M
DSIISHARES TR
$561.0M
CVSCVS HEALTH CORP
$552.0M
SHOPSHOPIFY INC
$540.0M
QLYSQUALYS INC
$539.0M
IDV*ISHARES TR
$534.0M
FITBFIFTH THIRD BANCORP
$528.0M
AQLTISHARES TR
$525.0M
MRCYMERCURY SYS INC
$524.0M
VYMVANGUARD WHITEHALL FDS
$522.0M
FIRSTCASH INC
$521.0M
IVWISHARES TR
$519.0M
AZEKAZEK CO INC
$514.0M
ACWVISHARES INC
$508.0M
BB4AXOS FINANCIAL INC
$506.0M
BCSFBAIN CAP SPECIALTY FIN INC
$503.0M
MRTNMARTEN TRANS LTD
$501.0M
LHCGUSDLHC GROUP INC
$501.0M
ABTABBOTT LABS
$494.0M
CPNGCOUPANG INC
$494.0M
CSWCSW INDUSTRIALS INC
$493.0M
CFGCITIZENS FINANCIAL GROUP INC
$492.0M
SYYSYSCO CORP
$486.0M
GOOGALPHABET INC
$484.0M
TMOTHERMO FISHER SCIENTIFIC INC
$483.0M
VTIVANGUARD INDEX FDS
$476.0M
HLIHOULIHAN LOKEY INC
$472.0M
PFFISHARES TR
$469.0M
ESGDISHARES TR
$467.0M
SLPSIMULATIONS PLUS INC
$465.0M
AQLTISHARES TR
$461.0M
WMTWALMART INC
$458.0M
BABAALIBABA GROUP HLDG LTD
$457.0M
CARRCARRIER GLOBAL CORPORATION
$454.0M
NETCLOUDFLARE INC
$446.0M
JAZZJAZZ PHARMACEUTICALS PLC
$437.0M
ESSESSEX PPTY TR INC
$432.0M
JPSTJ P MORGAN EXCHANGE-TRADED F
$427.0M
VPUVANGUARD WORLD FDS
$426.0M
RG6ROGERS CORP
$421.0M
MANTECH INTERNATIONAL CORP
$398.0M
VNQVANGUARD INDEX FDS
$398.0M
CMCSACOMCAST CORP NEW
$394.0M
TTDTHE TRADE DESK INC
$391.0M
PNRPENTAIR PLC
$390.0M
CMICUMMINS INC
$390.0M
BRK-BBERKSHIRE HATHAWAY INC DEL
$386.0M
ENVUSDENVESTNET INC
$386.0M
PLUSEPLUS INC
$385.0M
ABGAMERISOURCEBERGEN CORP
$384.0M
XNCMXNUVEEN CALIFORNIA AMT QLT MU
$382.0M
LMTLOCKHEED MARTIN CORP
$379.0M
FNVFRANCO NEV CORP
$371.0M
XSOEWISDOMTREE TR
$368.0M
NMI1EURKIRKLAND LAKE GOLD LTD
$364.0M
DCHAMERICAN AXLE & MFG HLDGS IN
$363.0M
PRFINVESCO EXCHANGE TRADED FD T
$354.0M
MAMASTERCARD INCORPORATED
$349.0M
GDOTGREEN DOT CORP
$347.0M
SLVISHARES SILVER TR
$346.0M
SOSOUTHERN CO
$345.0M
USXFISHARES TR
$345.0M
NBBNUVEEN TAXABLE MUNICPAL INM
$342.0M
ITCIEURINTRA CELLULAR THERAPIES INC
$333.0M
MCDMCDONALDS CORP
$327.0M
BANXSTONECASTLE FINL CORP
$327.0M
2JEFOCUS FINL PARTNERS INC
$319.0M
WPMWHEATON PRECIOUS METALS CORP
$318.0M
SHWSHERWIN WILLIAMS CO
$314.0M
APOGAPOGEE ENTERPRISES INC
$313.0M
SPDWSPDR INDEX SHS FDS
$312.0M
DIRTT ENVIRONMENTAL SOLUTION
$309.0M
GOLDGOLDMINING INC
$304.0M
SUSAISHARES TR
$298.0M
IBMINTERNATIONAL BUSINESS MACHS
$296.0M
IHIISHARES TR
$295.0M
HCQAMN HEALTHCARE SVCS INC
$292.0M
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