Van Hulzen Asset Management, LLC Q2 2023 Filing

Filed August 3, 2023

Portfolio Value

$1.2T

Holdings

301

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (301 positions)

#StockSharesValue% PortfolioType
101
BSRRSIERRA BANCORP
20,000$339.0M0.03%
102
HBANHUNTINGTON BANCSHARES INC
31,423$339.0M0.03%
103
BACBANK AMERICA CORP
11,806$339.0M0.03%
104
DFSEURDISCOVER FINL SVCS
2,882$337.0M0.03%
105
BMYBRISTOL-MYERS SQUIBB CO
5,240$335.0M0.03%
106
MAMASTERCARD INCORPORATED
853$335.0M0.03%
107
UPSUNITED PARCEL SERVICE INC
1,866$334.0M0.03%
108
HCAHCA HEALTHCARE INC
1,098$333.0M0.03%
109
NBBNUVEEN TAXABLE MUNICPAL INM
21,131$332.0M0.03%
110
SPGIS&P GLOBAL INC
826$331.0M0.03%
111
PRFINVESCO EXCHANGE TRADED FD T
2,025$331.0M0.03%
112
AQLTISHARES TR
2,890$327.0M0.03%
113
GEGENERAL ELECTRIC CO
2,961$325.0M0.03%
114
MOALTRIA GROUP INC
7,145$324.0M0.03%
115
NWBINORTHWEST BANCSHARES INC MD
29,500$313.0M0.03%
116
SYYSYSCO CORP
4,212$313.0M0.03%
117
GEHCGE HEALTHCARE TECHNOLOGIES I
3,821$310.0M0.03%
118
MEARISHARES U S ETF TR
6,200$309.0M0.03%
119
FLOTISHARES TR
6,055$308.0M0.03%
120
ESGDISHARES TR
4,180$305.0M0.03%
121
FVDFIRST TR VALUE LINE DIVID IN
7,607$305.0M0.03%
122
VEUVANGUARD INTL EQUITY INDEX F
5,579$304.0M0.03%
123
SPDWSPDR INDEX SHS FDS
9,230$300.0M0.03%
124
NETCLOUDFLARE INC
4,516$295.0M0.03%
125
AORISHARES TR
5,725$295.0M0.03%
126
VCITVANGUARD SCOTTSDALE FDS
3,629$287.0M0.02%
127
SCHGSCHWAB STRATEGIC TR
3,824$287.0M0.02%
128
TLTISHARES TR
2,748$283.0M0.02%
129
TROWPRICE T ROWE GROUP INC
2,514$282.0M0.02%
130
UBERUBER TECHNOLOGIES INC
6,530$282.0M0.02%
131
JEPIJ P MORGAN EXCHANGE TRADED F
5,104$282.0M0.02%
132
HRHEALTHCARE RLTY TR
14,885$281.0M0.02%
133
VUGVANGUARD INDEX FDS
987$279.0M0.02%
134
CMECME GROUP INC
1,500$278.0M0.02%
135
FANGDIAMONDBACK ENERGY INC
2,107$277.0M0.02%
136
MDTMEDTRONIC PLC
3,103$273.0M0.02%
137
XNCMXNUVEEN CALIFORNIA AMT QLT MU
23,642$273.0M0.02%
138
INDAISHARES TR
6,225$272.0M0.02%
139
PPLPPL CORP
10,179$269.0M0.02%
140
SUSCISHARES TR
11,758$267.0M0.02%
141
FT2FIRST HORIZON CORPORATION
23,600$266.0M0.02%
142
ARCCARES CAPITAL CORP
13,965$262.0M0.02%
143
NNNNNN REIT INC
6,088$261.0M0.02%
144
WPCWP CAREY INC
3,849$260.0M0.02%
145
VTVVANGUARD INDEX FDS
1,780$253.0M0.02%
146
TAT&T INC
15,667$250.0M0.02%
147
BNDVANGUARD BD INDEX FDS
3,403$247.0M0.02%
148
SHOPSHOPIFY INC
3,765$243.0M0.02%
149
USFRWISDOMTREE TR
4,821$243.0M0.02%
150
MUBISHARES TR
2,280$243.0M0.02%
151
WMBWILLIAMS COS INC
7,409$242.0M0.02%
152
BROSDUTCH BROS INC
8,480$241.0M0.02%
153
SYKSTRYKER CORPORATION
777$237.0M0.02%
154
SUSAISHARES TR
2,517$236.0M0.02%
155
DSIISHARES TR
2,804$236.0M0.02%
156
AMATAPPLIED MATLS INC
1,629$235.0M0.02%
157
WELLWELLTOWER INC
2,900$235.0M0.02%
158
XLESELECT SECTOR SPDR TR
2,871$233.0M0.02%
159
XLKSELECT SECTOR SPDR TR
1,343$233.0M0.02%
160
NKENIKE INC
2,102$232.0M0.02%
161
SPTMSPDR SER TR
4,214$229.0M0.02%
162
CBCHUBB LIMITED
1,167$225.0M0.02%
163
SUSBISHARES TR
9,267$222.0M0.02%
164
SYLDCAMBRIA ETF TR
3,637$222.0M0.02%
165
ALSALLSTATE CORP
2,009$219.0M0.02%
166
ETENERGY TRANSFER L P
17,120$217.0M0.02%
167
LULULULULEMON ATHLETICA INC
568$215.0M0.02%
168
CHDCHURCH & DWIGHT CO INC
2,140$214.0M0.02%
169
KEYSKEYSIGHT TECHNOLOGIES INC
1,274$213.0M0.02%
170
ITWILLINOIS TOOL WKS INC
843$211.0M0.02%
171
BEPBROOKFIELD RENEWABLE PARTNER
7,086$209.0M0.02%
172
AGREURAVANGRID INC
5,403$204.0M0.02%
173
IRINGERSOLL RAND INC
3,072$201.0M0.02%
174
DCHAMERICAN AXLE & MFG HLDGS IN
22,240$184.0M0.02%
175
SWSSMITH & WESSON BRANDS INC
13,332$174.0M0.01%
176
NMZNUVEEN MUN HIGH INCOME OPPOR
15,657$165.0M0.01%
177
BCSFBAIN CAP SPECIALTY FIN INC
10,275$139.0M0.01%
178
FSCOFS CREDIT OPPORTUNITIES CORP
27,451$130.0M0.01%
179
XEXGXEATON VANCE TAX-MANAGED GLOB
14,555$115.0M0.01%
180
VLYVALLEY NATL BANCORP
11,800$91.0M0.01%
181
XERSXERIS BIOPHARMA HOLDINGS INC
18,026$47.0M0.00%
182
LEVGQTHE LION ELECTRIC COMPANY
11,500$21.0M0.00%
183
AAPLAPPLE INC
508,812$98K0.00%
184
MSFTMICROSOFT CORP
149,326$50K0.00%
185
GOOGLALPHABET INC
282,031$33K0.00%
186
CMCSACOMCAST CORP NEW
724,362$30K0.00%
187
MCDMCDONALDS CORP
103,370$30K0.00%
188
HSYHERSHEY CO
116,882$29K0.00%
189
CSCOCISCO SYS INC
536,373$27K0.00%
190
JNJJOHNSON & JOHNSON
166,471$27K0.00%
191
ABBVABBVIE INC
201,147$27K0.00%
192
AJGGALLAGHER ARTHUR J & CO
121,212$26K0.00%
193
FTNTFORTINET INC
301,408$22K0.00%
194
MRKMERCK & CO INC
193,588$22K0.00%
195
ETNEATON CORP PLC
101,636$20K0.00%
196
TSLATESLA INC
72,663$19K0.00%
197
QUALISHARES TR
134,472$18K0.00%
198
COSTCOSTCO WHSL CORP NEW
32,342$17K0.00%
199
PEOEXELON CORP
437,278$17K0.00%
200
XOMEXXON MOBIL CORP
165,145$17K0.00%
PreviousPage 2 of 4Next