Van Hulzen Asset Management, LLC Q3 2019 Filing

Filed October 30, 2019

Portfolio Value

$473.2B

Holdings

262

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (262 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
130,688$29.3B6.19%
2
JNJJOHNSON & JOHNSON
107,695$13.9B2.94%
3
CSCOCISCO SYS INC
256,789$12.7B2.68%
4
ABBVABBVIE INC
145,607$11.0B2.33%
5
LYBLYONDELLBASELL INDUSTRIES N
121,791$10.9B2.30%
6
MOALTRIA GROUP INC
262,053$10.7B2.27%
7
IBMINTERNATIONAL BUSINESS MACHS
71,649$10.4B2.20%
8
CVSCVS HEALTH CORP
161,836$10.2B2.16%
9
MPCMARATHON PETE CORP
160,578$9.8B2.06%
10
XOMEXXON MOBIL CORP
130,676$9.2B1.95%
11
KELKELLOGG CO
140,438$9.0B1.91%
12
OMCOMNICOM GROUP INC
115,316$9.0B1.91%
13
ETNEATON CORP PLC
107,989$9.0B1.90%
14
BACVERIZON COMMUNICATIONS INC
148,289$9.0B1.89%
15
NTRSNORTHERN TR CORP
93,763$8.8B1.85%
16
CLCOLGATE PALMOLIVE CO
118,421$8.7B1.84%
17
USBUS BANCORP DEL
154,774$8.6B1.81%
18
BILSPDR SERIES TRUST
91,460$8.4B1.77%
19
MDTMEDTRONIC PLC
71,186$7.7B1.63%
20
GRMNGARMIN LTD
89,401$7.6B1.60%
21
MMM3M CO
44,674$7.3B1.55%
22
PFEPFIZER INC
194,132$7.0B1.47%
23
METAFACEBOOK INC
38,325$6.8B1.44%
24
FISVFISERV INC
65,000$6.7B1.42%
25
PPLPPL CORP
212,748$6.7B1.42%
26
TDTORONTO DOMINION BK ONT
111,049$6.5B1.37%
27
DDOMINION ENERGY INC
75,605$6.1B1.29%
28
BRK/BBERKSHIRE HATHAWAY INC DEL
28,987$6.0B1.27%
29
KOCOCA COLA CO
106,686$5.8B1.23%
30
AMZNAMAZON COM INC
3,221$5.6B1.18%
31
MSFTMICROSOFT CORP
38,099$5.3B1.12%
32
NEMNEWMONT GOLDCORP CORPORATION
132,700$5.0B1.06%
33
IVVISHARES TR
15,928$4.8B1.00%
34
DECKDECKERS OUTDOOR CORP
30,792$4.5B0.96%
35
JPMJPMORGAN CHASE & CO
34,837$4.1B0.87%
36
VWOVANGUARD INTL EQUITY INDEX F
100,076$4.0B0.85%
37
GOOGLALPHABET INC
3,261$4.0B0.84%
38
VGKVANGUARD INTL EQUITY INDEX F
73,617$3.9B0.83%
39
CVXCHEVRON CORP NEW
30,342$3.6B0.76%
40
COSTCOSTCO WHSL CORP NEW
11,644$3.4B0.71%
41
DISDISNEY WALT CO
25,047$3.3B0.69%
42
PGPROCTER & GAMBLE CO
24,939$3.1B0.66%
43
WFC 7.5 PERP LWELLS FARGO CO NEW
1,998$3.0B0.64%
44
SPYSPDR S&P 500 ETF TR
10,186$3.0B0.64%
45
HDHOME DEPOT INC
12,996$3.0B0.64%
46
IWMISHARES TR
19,650$3.0B0.63%
47
VIGVANGUARD GROUP
19,685$2.4B0.50%
48
AMGNAMGEN INC
11,853$2.3B0.48%
49
EZUISHARES INC
56,135$2.2B0.46%
50
IAUUSDISHARES GOLD TRUST
149,083$2.1B0.44%
51
NVONOVO-NORDISK A S
38,550$2.0B0.42%
52
VVISA INC
11,561$2.0B0.42%
53
IEVISHARES TR
43,201$1.9B0.39%
54
TSLATESLA INC
7,727$1.9B0.39%
55
EPPISHARES INC
41,006$1.8B0.39%
56
PEPPEPSICO INC
13,067$1.8B0.38%
57
DHRDANAHER CORPORATION
12,108$1.7B0.37%
58
LRCXEURLAM RESEARCH CORP
7,293$1.7B0.36%
59
AQLTISHARES TR
62,491$1.6B0.35%
60
CHGGCHEGG INC
54,000$1.6B0.34%
61
MINTPIMCO ETF TR
15,517$1.6B0.33%
62
MTUMISHARES TR
13,231$1.6B0.33%
63
AWRAMERICAN STS WTR CO
17,304$1.6B0.33%
64
MRKMERCK & CO INC
18,038$1.5B0.32%
65
TXRHTEXAS ROADHOUSE INC
28,861$1.5B0.32%
66
NACNUVEEN CA QUALTY MUN INCOME
98,041$1.5B0.31%
67
IFFINTERNATIONAL FLAVORS&FRAGRA
11,879$1.5B0.31%
68
TAT&T INC
38,029$1.4B0.30%
69
INTCINTEL CORP
27,740$1.4B0.30%
70
XYZSQUARE INC
22,636$1.4B0.30%
71
STZCONSTELLATION BRANDS INC
6,422$1.3B0.28%
72
ABGAMERISOURCEBERGEN CORP
16,097$1.3B0.28%
73
DBLDOUBLELINE OPPORTUNISTIC CR
63,872$1.3B0.28%
74
UNHUNITEDHEALTH GROUP INC
5,986$1.3B0.27%
75
YUMYUM BRANDS INC
11,113$1.3B0.27%
76
MNSTMONSTER BEVERAGE CORP NEW
21,411$1.2B0.26%
77
ZBRAZEBRA TECHNOLOGIES CORP
6,014$1.2B0.26%
78
ANETEURARISTA NETWORKS INC
4,824$1.2B0.24%
79
PATTERN ENERGY GROUP INC
42,375$1.1B0.24%
80
SOSOUTHERN CO
18,411$1.1B0.24%
81
BABOEING CO
2,902$1.1B0.23%
82
IEMGISHARES INC
21,827$1.1B0.23%
83
WMTWALMART INC
8,991$1.1B0.23%
84
NSCNORFOLK SOUTHERN CORP
5,800$1.0B0.22%
85
ACWIISHARES TR
14,118$1.0B0.22%
86
NEARISHARES US ETF TR
19,690$991.0M0.21%
87
IWFISHARES TR
6,206$991.0M0.21%
88
OREALTY INCOME CORP
12,850$985.0M0.21%
89
FTVFORTIVE CORP
14,065$964.0M0.20%
90
METMETLIFE INC
20,405$962.0M0.20%
91
CQPCHENIERE ENERGY PARTNERS LP
20,918$951.0M0.20%
92
AWCAMERICAN WTR WKS CO INC NEW
7,285$905.0M0.19%
93
MPTMEDICAL PPTYS TRUST INC
45,800$896.0M0.19%
94
ACWVISHARES INC
9,284$880.0M0.19%
95
VOOVANGUARD INDEX FDS
3,054$833.0M0.18%
96
VTIVANGUARD INDEX FDS
5,472$826.0M0.17%
97
KMBKIMBERLY CLARK CORP
5,743$816.0M0.17%
98
IWDISHARES TR
6,123$785.0M0.17%
99
PBVPRESTIGE CONSMR HEALTHCARE I
22,452$779.0M0.16%
100
ITOTISHARES TR
11,465$769.0M0.16%
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