Van Hulzen Asset Management, LLC Q2 2024 Filing

Filed August 7, 2024

Portfolio Value

$1.5T

Holdings

302

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (302 positions)

#StockSharesValue% PortfolioType
1
YUMYUM BRANDS INC
7,500$993.0M0.07%
2
VVVANGUARD INDEX FDS
3,904$974.0M0.07%
3
OTISOTIS WORLDWIDE CORP
10,000$963.0M0.06%
4
ETSYETSY INC
16,072$948.0M0.06%
5
SLVISHARES SILVER TR
35,388$940.0M0.06%
6
TOLTOLL BROTHERS INC
8,000$921.0M0.06%
7
FITBFIFTH THIRD BANCORP
24,910$909.0M0.06%
8
IUSGISHARES TR
7,065$901.0M0.06%
9
WFC 7.5 PERP LWELLS FARGO CO NEW
737$876.0M0.06%
10
HDVISHARES TR
8,030$873.0M0.06%
11
PEPPEPSICO INC
5,121$845.0M0.06%
12
GILDGILEAD SCIENCES INC
12,119$831.0M0.06%
13
CQPCHENIERE ENERGY PARTNERS LP
16,718$821.0M0.06%
14
ENPHENPHASE ENERGY INC
7,948$792.0M0.05%
15
PFEPFIZER INC
28,206$789.0M0.05%
16
CMICUMMINS INC
2,826$783.0M0.05%
17
ITTITT INC
5,900$762.0M0.05%
18
HWKNHAWKINS INC
8,168$743.0M0.05%
19
VTIVANGUARD INDEX FDS
2,704$723.0M0.05%
20
USXFISHARES TR
15,448$720.0M0.05%
21
TRVTRAVELERS COMPANIES INC
3,495$711.0M0.05%
22
NACNUVEEN CA QUALTY MUN INCOME
60,923$702.0M0.05%
23
USBUS BANCORP DEL
17,685$702.0M0.05%
24
FFORD MTR CO DEL
55,377$694.0M0.05%
25
IVWISHARES TR
7,251$671.0M0.05%
26
USIGISHARES TR
13,012$653.0M0.04%
27
NETCLOUDFLARE INC
7,655$634.0M0.04%
28
VOOVANGUARD INDEX FDS
1,261$631.0M0.04%
29
MDTMEDTRONIC PLC
7,945$625.0M0.04%
30
TTDTHE TRADE DESK INC
6,310$616.0M0.04%
31
BABOEING CO
3,352$610.0M0.04%
32
MTCHMATCH GROUP INC NEW
19,952$606.0M0.04%
33
CATCATERPILLAR INC
1,803$601.0M0.04%
34
DFCFDIMENSIONAL ETF TRUST
14,414$599.0M0.04%
35
ALSALLSTATE CORP
3,696$590.0M0.04%
36
VYMVANGUARD WHITEHALL FDS
4,949$587.0M0.04%
37
SUSCISHARES TR
25,636$582.0M0.04%
38
GEHCGE HEALTHCARE TECHNOLOGIES I
7,424$578.0M0.04%
39
OREALTY INCOME CORP
10,932$577.0M0.04%
40
INTUINTUIT
863$567.0M0.04%
41
UBERUBER TECHNOLOGIES INC
7,603$553.0M0.04%
42
PNCPNC FINL SVCS GROUP INC
3,486$542.0M0.04%
43
EAGGISHARES TR
11,477$535.0M0.04%
44
SCHDSCHWAB STRATEGIC TR
6,873$534.0M0.04%
45
NFLXNETFLIX INC
789$532.0M0.04%
46
SOSOUTHERN CO
6,864$532.0M0.04%
47
BROSDUTCH BROS INC
12,370$512.0M0.03%
48
BACBANK AMERICA CORP
12,729$506.0M0.03%
49
MRVLMARVELL TECHNOLOGY INC
7,176$502.0M0.03%
50
FT2FIRST HORIZON CORPORATION
31,200$492.0M0.03%
51
BACVERIZON COMMUNICATIONS INC
11,511$475.0M0.03%
52
INDAISHARES TR
8,289$462.0M0.03%
53
VFCV F CORP
33,920$458.0M0.03%
54
ACWVISHARES INC
4,308$451.0M0.03%
55
CRWDCROWDSTRIKE HLDGS INC
1,168$448.0M0.03%
56
TKRTIMKEN CO
5,434$435.0M0.03%
57
ESSESSEX PPTY TR INC
1,590$433.0M0.03%
58
KMBKIMBERLY-CLARK CORP
3,027$418.0M0.03%
59
WELLWELLTOWER INC
3,940$411.0M0.03%
60
ELVELEVANCE HEALTH INC
730$396.0M0.03%
61
HONHONEYWELL INTL INC
1,848$395.0M0.03%
62
PFFISHARES TR
12,493$394.0M0.03%
63
VPUVANGUARD WORLD FD
2,657$393.0M0.03%
64
VTVVANGUARD INDEX FDS
2,427$389.0M0.03%
65
GEVGE VERNOVA INC
2,262$388.0M0.03%
66
PRFINVESCO EXCHANGE TRADED FD T
10,226$388.0M0.03%
67
SCHGSCHWAB STRATEGIC TR
3,754$379.0M0.03%
68
DSIISHARES TR
3,644$378.0M0.03%
69
4I1PHILIP MORRIS INTL INC
3,697$375.0M0.03%
70
SNOWSNOWFLAKE INC
2,730$369.0M0.02%
71
INTCINTEL CORP
11,883$368.0M0.02%
72
CVSCVS HEALTH CORP
6,231$368.0M0.02%
73
DYHTARGET CORP
2,479$367.0M0.02%
74
ITCIEURINTRA-CELLULAR THERAPIES INC
5,300$363.0M0.02%
75
VEUVANGUARD INTL EQUITY INDEX F
6,170$362.0M0.02%
76
ESGVVANGUARD WORLD FD
3,700$357.0M0.02%
77
BMYBRISTOL-MYERS SQUIBB CO
8,480$352.0M0.02%
78
XIFRNEXTERA ENERGY PARTNERS LP
12,703$351.0M0.02%
79
EEMISHARES TR
8,180$348.0M0.02%
80
IDV*ISHARES TR
12,503$346.0M0.02%
81
DONSPDR DOW JONES INDL AVERAGE
881$345.0M0.02%
82
UDMYUDEMY INC
40,000$345.0M0.02%
83
IBITISHARES BITCOIN TR
10,023$342.0M0.02%
84
HBANHUNTINGTON BANCSHARES INC
25,873$341.0M0.02%
85
FIXDFIRST TR EXCHNG TRADED FD VI
7,897$340.0M0.02%
86
AMATAPPLIED MATLS INC
1,429$337.0M0.02%
87
VCITVANGUARD SCOTTSDALE FDS
4,207$336.0M0.02%
88
CBCHUBB LIMITED
1,318$336.0M0.02%
89
7HPHP INC
9,565$335.0M0.02%
90
VUGVANGUARD INDEX FDS
887$332.0M0.02%
91
PYPLPAYPAL HLDGS INC
5,670$329.0M0.02%
92
XNCMXNUVEEN CALIFORNIA AMT QLT MU
26,096$326.0M0.02%
93
SYKSTRYKER CORPORATION
956$325.0M0.02%
94
DALDELTA AIR LINES INC DEL
6,800$323.0M0.02%
95
AORISHARES TR
5,562$313.0M0.02%
96
GEGE AEROSPACE
1,918$305.0M0.02%
97
SH1USDPROSHARES TR
26,383$301.0M0.02%
98
DELLDELL TECHNOLOGIES INC
2,135$294.0M0.02%
99
WTTRSELECT WATER SOLUTIONS INC
27,500$294.0M0.02%
100
SDYSPDR SER TR
2,294$292.0M0.02%
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