Van Hulzen Asset Management, LLC Q4 2019 Filing

Filed February 12, 2020

Portfolio Value

$516.3B

Holdings

277

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (277 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
120,596$35.4B6.86%
2
JNJJOHNSON & JOHNSON
101,037$14.7B2.85%
3
CSCOCISCO SYS INC
273,833$13.1B2.54%
4
MOALTRIA GROUP INC
243,954$12.2B2.36%
5
ABBVABBVIE INC
135,506$12.0B2.32%
6
KOCOCA COLA CO
202,083$11.2B2.17%
7
NTRSNORTHERN TR CORP
100,670$10.7B2.07%
8
LYBLYONDELLBASELL INDUSTRIES N
111,685$10.6B2.04%
9
ETNEATON CORP PLC
100,238$9.5B1.84%
10
IBMINTERNATIONAL BUSINESS MACHS
69,867$9.4B1.81%
11
BACVERIZON COMMUNICATIONS INC
150,584$9.2B1.79%
12
OMCOMNICOM GROUP INC
109,436$8.9B1.72%
13
XOMEXXON MOBIL CORP
125,955$8.8B1.70%
14
PFEPFIZER INC
224,113$8.8B1.70%
15
BILSPDR SERIES TRUST
95,884$8.8B1.70%
16
USBUS BANCORP DEL
142,130$8.4B1.63%
17
MMM3M CO
46,317$8.2B1.58%
18
CLCOLGATE PALMOLIVE CO
114,659$7.9B1.53%
19
PPLPPL CORP
213,375$7.7B1.48%
20
IVVISHARES TR
23,661$7.6B1.48%
21
NEMNEWMONT GOLDCORP CORPORATION
164,250$7.1B1.38%
22
METAFACEBOOK INC
34,607$7.1B1.38%
23
FISVFISERV INC
61,400$7.1B1.38%
24
AMZNAMAZON COM INC
3,675$6.8B1.32%
25
MDTMEDTRONIC PLC
59,206$6.7B1.30%
26
SBUXSTARBUCKS CORP
73,569$6.5B1.25%
27
BRK/BBERKSHIRE HATHAWAY INC DEL
28,049$6.4B1.23%
28
VGKVANGUARD INTL EQUITY INDEX F
106,242$6.2B1.21%
29
DDOMINION ENERGY INC
74,200$6.1B1.19%
30
TDTORONTO DOMINION BK ONT
108,225$6.1B1.18%
31
MSFTMICROSOFT CORP
37,947$6.0B1.16%
32
SLBSCHLUMBERGER LTD
147,684$5.9B1.15%
33
SPYSPDR S&P 500 ETF TR
17,349$5.6B1.08%
34
GILDGILEAD SCIENCES INC
84,246$5.5B1.06%
35
VWOVANGUARD INTL EQUITY INDEX F
116,975$5.2B1.01%
36
TLTISHARES TR
34,688$4.7B0.91%
37
GOOGLALPHABET INC
3,356$4.5B0.87%
38
AMGNAMGEN INC
18,080$4.4B0.84%
39
DECKDECKERS OUTDOOR CORP
23,762$4.0B0.78%
40
TWTRUSDTWITTER INC
124,863$4.0B0.78%
41
CVXCHEVRON CORP NEW
31,116$3.8B0.73%
42
IWMISHARES TR
21,507$3.6B0.69%
43
COSTCOSTCO WHSL CORP NEW
11,525$3.4B0.66%
44
TSLATESLA INC
7,823$3.3B0.63%
45
MPCMARATHON PETE CORP
51,996$3.1B0.61%
46
EWJISHARES INC
52,140$3.1B0.60%
47
WFC 7.5 PERP LWELLS FARGO CO NEW
2,017$2.9B0.57%
48
PGPROCTER & GAMBLE CO
22,620$2.8B0.55%
49
IAUUSDISHARES GOLD TRUST
188,779$2.7B0.53%
50
AQLTISHARES TR
100,731$2.6B0.51%
51
STTSTATE STR CORP
31,812$2.5B0.49%
52
VIGVANGUARD GROUP
20,048$2.5B0.48%
53
ABGAMERISOURCEBERGEN CORP
29,347$2.5B0.48%
54
INTCINTEL CORP
41,123$2.5B0.48%
55
EZUISHARES INC
55,915$2.3B0.45%
56
TXRHTEXAS ROADHOUSE INC
39,945$2.3B0.44%
57
VVISA INC
11,894$2.2B0.43%
58
NVONOVO-NORDISK A S
38,550$2.2B0.43%
59
EPPISHARES INC
46,940$2.2B0.42%
60
WFCWELLS FARGO CO NEW
39,062$2.1B0.41%
61
LRCXEURLAM RESEARCH CORP
7,093$2.1B0.40%
62
CHGGCHEGG INC
54,000$2.0B0.40%
63
IEVISHARES TR
41,832$2.0B0.38%
64
DISDISNEY WALT CO
13,145$1.9B0.37%
65
IEMGISHARES INC
35,043$1.9B0.36%
66
PEPPEPSICO INC
13,259$1.8B0.35%
67
JPMJPMORGAN CHASE & CO
12,784$1.8B0.35%
68
ICEINTERCONTINENTAL EXCHANGE IN
18,887$1.7B0.34%
69
UNHUNITEDHEALTH GROUP INC
5,876$1.7B0.33%
70
AWRAMERICAN STS WTR CO
19,709$1.7B0.33%
71
MRKMERCK & CO INC
18,311$1.7B0.32%
72
JAZZJAZZ PHARMACEUTICALS PLC
10,460$1.6B0.30%
73
MTUMISHARES TR
12,421$1.6B0.30%
74
TAT&T INC
39,510$1.5B0.30%
75
ZBRAZEBRA TECHNOLOGIES CORP
5,939$1.5B0.29%
76
NACNUVEEN CA QUALTY MUN INCOME
95,853$1.4B0.28%
77
NEARISHARES US ETF TR
28,146$1.4B0.27%
78
DBLDOUBLELINE OPPORTUNISTIC CR
66,722$1.4B0.27%
79
HDHOME DEPOT INC
5,665$1.2B0.24%
80
SHYISHARES TR
14,594$1.2B0.24%
81
MNSTMONSTER BEVERAGE CORP NEW
19,346$1.2B0.24%
82
STZCONSTELLATION BRANDS INC
6,428$1.2B0.24%
83
ITOTISHARES TR
16,364$1.2B0.23%
84
NSCNORFOLK SOUTHERN CORP
6,042$1.2B0.23%
85
YUMYUM BRANDS INC
11,355$1.1B0.22%
86
IWFISHARES TR
6,380$1.1B0.22%
87
PRFINVESCO EXCHANGE TRADED FD T
8,213$1.0B0.20%
88
PATTERN ENERGY GROUP INC
38,675$1.0B0.20%
89
CVSCVS HEALTH CORP
13,234$983.0M0.19%
90
MINTPIMCO ETF TR
9,361$951.0M0.18%
91
AWCAMERICAN WTR WKS CO INC NEW
7,670$942.0M0.18%
92
AQLTISHARES TR
14,373$938.0M0.18%
93
ACWVISHARES INC
9,478$908.0M0.18%
94
IGIBISHARES TR
15,645$907.0M0.18%
95
VTIVANGUARD INDEX FDS
5,486$898.0M0.17%
96
MPTMEDICAL PPTYS TRUST INC
42,300$893.0M0.17%
97
TRVCCITIGROUP INC
10,862$868.0M0.17%
98
IWDISHARES TR
6,151$839.0M0.16%
99
MBBISHARES TR
7,657$827.0M0.16%
100
OREALTY INCOME CORP
11,200$825.0M0.16%
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