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
101
ICEINTERCONTINENTAL EXCHANGE IN
14,899$1.4B0.17%
102
IRINGERSOLL RAND INC
33,018$1.4B0.17%
103
CRMSALESFORCE INC
8,184$1.4B0.16%
104
AWRAMER STATES WTR CO
16,206$1.3B0.16%
105
INTCINTEL CORP
34,645$1.3B0.15%
106
MAMASTERCARD INCORPORATED
4,107$1.3B0.15%
107
PFEPFIZER INC
24,062$1.3B0.15%
108
7HPHP INC
36,723$1.2B0.14%
109
VVISA INC
6,064$1.2B0.14%
110
NACNUVEEN CA QUALTY MUN INCOME
89,363$1.1B0.13%
111
ILMNILLUMINA INC
5,748$1.1B0.13%
112
ICVTISHARES TR
15,084$1.0B0.12%
113
FIVEFIVE BELOW INC
8,486$963.0M0.12%
114
WECWEC ENERGY GROUP INC
9,534$960.0M0.11%
115
DISDISNEY WALT CO
9,791$924.0M0.11%
116
XYLXYLEM INC
11,800$923.0M0.11%
117
CEF/USPROTT PHYSICAL GOLD & SILVE
54,654$919.0M0.11%
118
JAZZJAZZ PHARMACEUTICALS PLC
5,667$884.0M0.11%
119
PEPPEPSICO INC
5,307$884.0M0.11%
120
XIFRNEXTERA ENERGY PARTNERS LP
11,890$882.0M0.11%
121
NDQINVESCO QQQ TR
3,107$871.0M0.10%
122
ETSYETSY INC
11,824$866.0M0.10%
123
DOCUDOCUSIGN INC
14,872$853.0M0.10%
124
YUMYUM BRANDS INC
7,500$851.0M0.10%
125
JPSTJ P MORGAN EXCHANGE TRADED F
16,832$843.0M0.10%
126
CARRCARRIER GLOBAL CORPORATION
23,300$831.0M0.10%
127
LITELUMENTUM HLDGS INC
10,377$824.0M0.10%
128
OTISOTIS WORLDWIDE CORP
11,650$823.0M0.10%
129
WMWASTE MGMT INC DEL
5,244$802.0M0.10%
130
CVSCVS HEALTH CORP
8,531$790.0M0.09%
131
XSOEWISDOMTREE TR
27,501$789.0M0.09%
132
CHGGCHEGG INC
42,000$789.0M0.09%
133
CQPCHENIERE ENERGY PARTNERS LP
17,218$773.0M0.09%
134
PCRXPACIRA BIOSCIENCES INC
12,827$748.0M0.09%
135
BIPBROOKFIELD INFRAST PARTNERS
19,500$745.0M0.09%
136
MUBISHARES TR
6,911$735.0M0.09%
137
EMBISHARES TR
8,414$718.0M0.09%
138
CRBNISHARES TR
5,156$705.0M0.08%
139
AMDADVANCED MICRO DEVICES INC
9,018$690.0M0.08%
140
SLVISHARES SILVER TR
36,856$687.0M0.08%
141
ENPHENPHASE ENERGY INC
3,469$677.0M0.08%
142
ADUSADDUS HOMECARE CORP
8,105$675.0M0.08%
143
MRTNMARTEN TRANS LTD
39,964$672.0M0.08%
144
OREALTY INCOME CORP
9,712$663.0M0.08%
145
DFCFDIMENSIONAL ETF TRUST
15,122$660.0M0.08%
146
IIPRINNOVATIVE INDL PPTYS INC
5,907$649.0M0.08%
147
CSWCSW INDUSTRIALS INC
6,187$637.0M0.08%
148
COPCONOCOPHILLIPS
7,096$637.0M0.08%
149
IJRISHARES TR
6,689$618.0M0.07%
150
BKBANK NEW YORK MELLON CORP
14,802$617.0M0.07%
151
BNTXBIONTECH SE
4,001$597.0M0.07%
152
VYMVANGUARD WHITEHALL FDS
5,841$594.0M0.07%
153
FCFSFIRSTCASH HOLDINGS INC
8,533$593.0M0.07%
154
VOOVANGUARD INDEX FDS
1,668$579.0M0.07%
155
BMYBRISTOL-MYERS SQUIBB CO
7,246$558.0M0.07%
156
BABOEING CO
4,028$551.0M0.07%
157
PSXPHILLIPS 66
6,715$551.0M0.07%
158
INTUINTUIT
1,413$545.0M0.07%
159
VEAVANGUARD TAX-MANAGED INTL FD
13,301$543.0M0.06%
160
AEPAMERICAN ELEC PWR CO INC
5,651$542.0M0.06%
161
GOOGALPHABET INC
247$540.0M0.06%
162
UPSTUPSTART HLDGS INC
16,758$530.0M0.06%
163
LMTLOCKHEED MARTIN CORP
1,232$530.0M0.06%
164
TXRHTEXAS ROADHOUSE INC
7,060$517.0M0.06%
165
LMATLEMAITRE VASCULAR INC
11,149$508.0M0.06%
166
PFFISHARES TR
15,073$496.0M0.06%
167
PNCPNC FINL SVCS GROUP INC
3,128$494.0M0.06%
168
IVWISHARES TR
8,113$490.0M0.06%
169
FT2FIRST HORIZON CORPORATION
21,900$479.0M0.06%
170
QLYSQUALYS INC
3,777$476.0M0.06%
171
IDV*ISHARES TR
17,480$475.0M0.06%
172
TMOTHERMO FISHER SCIENTIFIC INC
865$470.0M0.06%
173
DGDOLLAR GEN CORP NEW
1,865$458.0M0.05%
174
VPUVANGUARD WORLD FDS
2,991$456.0M0.05%
175
GILDGILEAD SCIENCES INC
7,340$454.0M0.05%
176
GSGOLDMAN SACHS GROUP INC
1,519$451.0M0.05%
177
IUSGISHARES TR
5,373$450.0M0.05%
178
FFORD MTR CO DEL
40,172$447.0M0.05%
179
SBUXSTARBUCKS CORP
5,816$444.0M0.05%
180
NEMNEWMONT CORP
7,414$442.0M0.05%
181
CMICUMMINS INC
2,233$432.0M0.05%
182
UUPINVESCO DB US DLR INDEX TR
15,000$419.0M0.05%
183
ACWVISHARES INC
4,421$418.0M0.05%
184
SH1USDPROSHARES TR
25,200$416.0M0.05%
185
ESSESSEX PPTY TR INC
1,590$416.0M0.05%
186
NWBINORTHWEST BANCSHARES INC MD
31,900$408.0M0.05%
187
ITTITT INC
5,900$397.0M0.05%
188
FQIDIGITAL RLTY TR INC
3,011$391.0M0.05%
189
MRCYMERCURY SYS INC
6,027$388.0M0.05%
190
FITBFIFTH THIRD BANCORP
11,400$383.0M0.05%
191
FNVFRANCO NEV CORP
2,895$381.0M0.05%
192
PRGSPROGRESS SOFTWARE CORP
8,383$380.0M0.05%
193
ETBEATON VANCE TAX MNGED BUY WR
24,940$375.0M0.04%
194
ABTABBOTT LABS
3,445$374.0M0.04%
195
SYYSYSCO CORP
4,397$372.0M0.04%
196
HBANHUNTINGTON BANCSHARES INC
30,393$366.0M0.04%
197
ITCIEURINTRA-CELLULAR THERAPIES INC
6,400$365.0M0.04%
198
AQLTISHARES TR
3,062$360.0M0.04%
199
USXFISHARES TR
12,005$359.0M0.04%
200
PRFINVESCO EXCHANGE TRADED FD T
2,417$358.0M0.04%
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