Van Hulzen Asset Management, LLC Q2 2021 Filing

Filed August 6, 2021

Portfolio Value

$666.9B

Holdings

272

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (272 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
294,904$40.4B6.06%
2
AGGISHARES TR
226,719$26.1B3.92%
3
TSLATESLA INC
31,181$21.2B3.18%
4
KMBKIMBERLY-CLARK CORP
126,670$16.9B2.54%
5
LQDISHARES TR
110,011$14.8B2.22%
6
BACVERIZON COMMUNICATIONS INC
261,396$14.6B2.20%
7
ICEINTERCONTINENTAL EXCHANGE IN
121,074$14.4B2.16%
8
CSCOCISCO SYS INC
266,099$14.1B2.11%
9
XLKSELECT SECTOR SPDR TR
90,307$13.3B2.00%
10
ESGUISHARES TR
133,673$13.2B1.97%
11
VLUEISHARES TR
124,204$13.0B1.96%
12
MSFTMICROSOFT CORP
47,558$12.9B1.93%
13
ABBVABBVIE INC
111,672$12.6B1.89%
14
AQLTISHARES TR
470,473$12.5B1.88%
15
JNJJOHNSON & JOHNSON
73,100$12.0B1.81%
16
EFVISHARES TR
232,374$12.0B1.80%
17
MMM3M CO
58,125$11.5B1.73%
18
DGDOLLAR GEN CORP NEW
52,585$11.4B1.71%
19
IGSBISHARES TR
203,122$11.1B1.67%
20
MOALTRIA GROUP INC
221,547$10.6B1.58%
21
IVVISHARES TR
23,766$10.2B1.53%
22
QUALISHARES TR
76,384$10.1B1.52%
23
EBAEBAY INC.
138,165$9.7B1.45%
24
PYPLPAYPAL HLDGS INC
32,012$9.3B1.40%
25
IGIBISHARES TR
153,256$9.3B1.39%
26
AMZNAMAZON COM INC
2,555$8.8B1.32%
27
WMTWALMART INC
62,202$8.8B1.32%
28
ESGEISHARES INC
185,109$8.4B1.25%
29
GEGENERAL ELECTRIC CO
616,310$8.3B1.24%
30
GILDGILEAD SCIENCES INC
115,773$8.0B1.20%
31
MRKMERCK & CO. INC
96,614$7.5B1.13%
32
NEMNEWMONT CORP
113,650$7.2B1.08%
33
MTUMISHARES TR
41,257$7.2B1.07%
34
QCOMQUALCOMM INC
49,595$7.1B1.06%
35
CVXCHEVRON CORP NEW
66,370$7.0B1.04%
36
GOOGLALPHABET INC
2,708$6.6B0.99%
37
DDOMINION ENERGY INC
86,800$6.4B0.96%
38
METAFACEBOOK INC
18,022$6.3B0.94%
39
TRVCCITIGROUP INC
85,492$6.0B0.91%
40
BRK/BBERKSHIRE HATHAWAY INC DEL
20,334$5.7B0.85%
41
EFGISHARES TR
52,674$5.7B0.85%
42
COMTISHARES U S ETF TR
148,100$5.1B0.77%
43
SPYSPDR S&P 500 ETF TR
11,846$5.1B0.76%
44
DECKDECKERS OUTDOOR CORP
11,716$4.5B0.67%
45
USMVISHARES TR
61,018$4.5B0.67%
46
AMGNAMGEN INC
17,929$4.4B0.66%
47
COSTCOSTCO WHSL CORP NEW
11,027$4.4B0.65%
48
NEARISHARES U S ETF TR
84,014$4.2B0.63%
49
BHPBHP GROUP LTD
56,900$4.1B0.62%
50
DOWDOW INC
60,500$3.8B0.57%
51
LRCXEURLAM RESEARCH CORP
5,685$3.7B0.55%
52
CHGGCHEGG INC
43,000$3.6B0.54%
53
SIZEISHARES TR
26,751$3.5B0.52%
54
IJRISHARES TR
29,966$3.4B0.51%
55
NVONOVO-NORDISK A S
38,050$3.2B0.48%
56
NVDANVIDIA CORPORATION
3,937$3.1B0.47%
57
SHYISHARES TR
35,647$3.1B0.46%
58
STLDSTEEL DYNAMICS INC
48,251$2.9B0.43%
59
STZCONSTELLATION BRANDS INC
11,840$2.8B0.42%
60
ILMNILLUMINA INC
5,530$2.6B0.39%
61
DHRDANAHER CORPORATION
8,678$2.3B0.35%
62
VIGVANGUARD SPECIALIZED FUNDS
15,009$2.3B0.35%
63
TLTISHARES TR
15,429$2.2B0.33%
64
NTRSNORTHERN TR CORP
17,567$2.0B0.30%
65
PGPROCTER AND GAMBLE CO
14,776$2.0B0.30%
66
WFC 7.5 PERP LWELLS FARGO CO NEW
1,275$1.9B0.29%
67
INTCINTEL CORP
34,513$1.9B0.29%
68
BILSPDR SER TR
20,513$1.9B0.28%
69
ETNEATON CORP PLC
11,802$1.7B0.26%
70
GQ9SPDR GOLD TR
10,393$1.7B0.26%
71
DISDISNEY WALT CO
9,557$1.7B0.25%
72
DOCUDOCUSIGN INC
5,982$1.7B0.25%
73
JPMJPMORGAN CHASE & CO
10,609$1.6B0.25%
74
IRINGERSOLL RAND INC
31,331$1.5B0.23%
75
UNHUNITEDHEALTH GROUP INC
3,713$1.5B0.22%
76
NACNUVEEN CA QUALTY MUN INCOME
92,888$1.5B0.22%
77
VVISA INC
6,119$1.4B0.21%
78
AWCAMERICAN WTR WKS CO INC NEW
9,234$1.4B0.21%
79
ROPROPER TECHNOLOGIES INC
2,981$1.4B0.21%
80
WCNWASTE CONNECTIONS INC
11,150$1.3B0.20%
81
AWRAMER STATES WTR CO
16,055$1.3B0.19%
82
TIPISHARES TR
9,443$1.2B0.18%
83
PFEPFIZER INC
28,950$1.1B0.17%
84
KOCOCA COLA CO
20,958$1.1B0.17%
85
IIPRINNOVATIVE INDL PPTYS INC
5,876$1.1B0.17%
86
DYHTARGET CORP
4,487$1.1B0.16%
87
XOMEXXON MOBIL CORP
16,755$1.1B0.16%
88
AMDADVANCED MICRO DEVICES INC
11,124$1.0B0.16%
89
CRBNISHARES TR
6,279$1.0B0.16%
90
CEF/USPROTT PHYSICAL GOLD & SILVE
55,535$1.0B0.16%
91
MPTMEDICAL PPTYS TRUST INC
49,035$986.0M0.15%
92
BMYBRISTOL-MYERS SQUIBB CO
14,156$946.0M0.14%
93
HDHOME DEPOT INC
2,814$897.0M0.13%
94
YUMYUM BRANDS INC
7,613$876.0M0.13%
95
EUSBISHARES TR
17,588$874.0M0.13%
96
PEPPEPSICO INC
5,860$868.0M0.13%
97
WMWASTE MGMT INC DEL
6,138$860.0M0.13%
98
CQPCHENIERE ENERGY PARTNERS LP
19,118$847.0M0.13%
99
ADBEADOBE SYSTEMS INCORPORATED
1,422$833.0M0.12%
100
BNTXBIONTECH SE
3,712$831.0M0.12%
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