Van Hulzen Asset Management, LLC Q2 2022 Filing

Filed August 4, 2022

Portfolio Value

$837.0B

Holdings

295

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (295 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
319,467$43.7B5.22%
2
MSFTMICROSOFT CORP
115,153$29.6B3.53%
3
JNJJOHNSON & JOHNSON
152,889$27.1B3.24%
4
ABBVABBVIE INC
175,519$26.9B3.21%
5
BACVERIZON COMMUNICATIONS INC
492,063$25.0B2.98%
6
AGGISHARES TR
224,950$22.9B2.73%
7
QCOMQUALCOMM INC
177,153$22.6B2.70%
8
KMBKIMBERLY-CLARK CORP
130,082$17.6B2.10%
9
CSCOCISCO SYS INC
411,959$17.6B2.10%
10
IBMINTERNATIONAL BUSINESS MACHS
120,018$16.9B2.02%
11
TSLATESLA INC
24,992$16.8B2.01%
12
MRKMERCK & CO INC
176,377$16.1B1.92%
13
ESGUISHARES TR
184,228$15.5B1.85%
14
DDOMINION ENERGY INC
188,006$15.0B1.79%
15
MCDMCDONALDS CORP
59,978$14.8B1.77%
16
MMM3M CO
110,236$14.3B1.70%
17
CMCSACOMCAST CORP NEW
325,245$12.8B1.52%
18
ETNEATON CORP PLC
96,111$12.1B1.45%
19
DYHTARGET CORP
55,232$11.2B1.34%
20
LQDISHARES TR
98,596$10.8B1.30%
21
QUALISHARES TR
93,398$10.4B1.25%
22
WMTWALMART INC
81,709$9.9B1.19%
23
TIPISHARES TR
84,601$9.6B1.15%
24
METAMETA PLATFORMS INC
59,488$9.6B1.15%
25
XOMEXXON MOBIL CORP
111,924$9.6B1.15%
26
IVVISHARES TR
25,152$9.5B1.14%
27
KMIKINDER MORGAN INC DEL
567,016$9.5B1.14%
28
EFVISHARES TR
208,555$9.1B1.08%
29
GOOGLALPHABET INC
4,044$8.8B1.05%
30
USBUS BANCORP DEL
189,648$8.7B1.04%
31
IGSBISHARES TR
168,638$8.5B1.02%
32
WBAWALGREENS BOOTS ALLIANCE INC
221,780$8.4B1.00%
33
AVGOBROADCOM INC
15,500$7.5B0.90%
34
4I1PHILIP MORRIS INTL INC
74,638$7.4B0.88%
35
DOWDOW INC
141,411$7.3B0.87%
36
IGIBISHARES TR
142,825$7.3B0.87%
37
BRK/BBERKSHIRE HATHAWAY INC DEL
25,977$7.1B0.85%
38
EMREMERSON ELEC CO
86,900$6.9B0.83%
39
ORCLORACLE CORP
97,820$6.8B0.82%
40
USMVISHARES TR
96,481$6.8B0.81%
41
VLUEISHARES TR
73,462$6.7B0.79%
42
MTUMISHARES TR
48,445$6.6B0.79%
43
NEARISHARES U S ETF TR
133,891$6.6B0.79%
44
MPTMEDICAL PPTYS TRUST INC
372,898$5.7B0.68%
45
GQ9SPDR GOLD TR
33,190$5.6B0.67%
46
COSTCOSTCO WHSL CORP NEW
11,495$5.5B0.66%
47
SPYSPDR S&P 500 ETF TR
13,939$5.3B0.63%
48
TLHISHARES TR
42,885$5.2B0.62%
49
AQLTISHARES TR
201,918$4.8B0.58%
50
RFREGIONS FINANCIAL CORP NEW
251,700$4.7B0.56%
51
CLXCLOROX CO DEL
32,333$4.6B0.54%
52
JPMJPMORGAN CHASE & CO
40,275$4.5B0.54%
53
EFGISHARES TR
56,197$4.5B0.54%
54
ADBEADOBE SYSTEMS INCORPORATED
11,406$4.2B0.50%
55
NVONOVO-NORDISK A S
36,600$4.1B0.49%
56
HDVISHARES TR
39,753$4.0B0.48%
57
IAU*ISHARES GOLD TR
116,294$4.0B0.48%
58
AMZNAMAZON COM INC
37,215$4.0B0.47%
59
SIZEISHARES TR
35,328$3.9B0.46%
60
BRK-BBERKSHIRE HATHAWAY INC DEL
9$3.7B0.44%
61
CBCHUBB LIMITED
18,540$3.6B0.44%
62
SOSOUTHERN CO
50,815$3.6B0.43%
63
CVXCHEVRON CORP NEW
24,392$3.5B0.42%
64
EWEDWARDS LIFESCIENCES CORP
36,780$3.5B0.42%
65
EEMVISHARES INC
61,861$3.4B0.41%
66
NVDANVIDIA CORPORATION
20,337$3.1B0.37%
67
HDHOME DEPOT INC
11,039$3.0B0.36%
68
DECKDECKERS OUTDOOR CORP
11,216$2.9B0.34%
69
COMTISHARES U S ETF TR
67,227$2.8B0.33%
70
CSXCSX CORP
93,000$2.7B0.32%
71
GDGENERAL DYNAMICS CORP
11,747$2.6B0.31%
72
STLDSTEEL DYNAMICS INC
38,953$2.6B0.31%
73
DHRDANAHER CORPORATION
10,129$2.6B0.31%
74
LRCXEURLAM RESEARCH CORP
5,784$2.5B0.29%
75
ESGEISHARES INC
75,969$2.5B0.29%
76
AMGNAMGEN INC
10,083$2.5B0.29%
77
RTXRAYTHEON TECHNOLOGIES CORP
24,828$2.4B0.29%
78
KOCOCA COLA CO
37,721$2.4B0.28%
79
IJSISHARES TR
25,477$2.3B0.27%
80
TXNTEXAS INSTRS INC
14,755$2.3B0.27%
81
STZCONSTELLATION BRANDS INC
9,113$2.1B0.25%
82
PGPROCTER AND GAMBLE CO
14,680$2.1B0.25%
83
VIGVANGUARD SPECIALIZED FUNDS
14,385$2.1B0.25%
84
PYPLPAYPAL HLDGS INC
29,554$2.1B0.25%
85
GEGENERAL ELECTRIC CO
31,606$2.0B0.24%
86
UNHUNITEDHEALTH GROUP INC
3,910$2.0B0.24%
87
DRIDARDEN RESTAURANTS INC
17,590$2.0B0.24%
88
NTRSNORTHERN TR CORP
18,299$1.8B0.21%
89
PRUPRUDENTIAL FINL INC
18,282$1.7B0.21%
90
EUSBISHARES TR
38,001$1.7B0.20%
91
VRTXVERTEX PHARMACEUTICALS INC
5,700$1.6B0.19%
92
AWCAMERICAN WTR WKS CO INC NEW
10,349$1.5B0.18%
93
WFC 7.5 PERP LWELLS FARGO CO NEW
1,262$1.5B0.18%
94
BACBK OF AMERICA CORP
49,096$1.5B0.18%
95
NFLXNETFLIX INC
8,669$1.5B0.18%
96
SHYISHARES TR
17,795$1.5B0.18%
97
ROPROPER TECHNOLOGIES INC
3,698$1.5B0.17%
98
WCNWASTE CONNECTIONS INC
11,572$1.4B0.17%
99
MOALTRIA GROUP INC
33,716$1.4B0.17%
100
TLTISHARES TR
12,219$1.4B0.17%
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