VH
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Van Hulzen Asset Management, LLC13F | |
| Van Hulzen Asset Management, LLC | |
| Last update 2025-05-14 | 312 Stocks (8 new) |
| Value $1.10 Bil | Turnover 7 % |
Van Hulzen Asset Management, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 353,028 | 78,418.1 | -14.35% | 7.150 | -1.08% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
MSFT | Microsoft Corp | 107,336 | 40,293.0 | -23.83% | 3.680 | -1.03% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
CSCO | Cisco Systems Inc | 511,193 | 31,545.7 | +17.05% | 2.880 | +0.42% | 0.010 | +19.24% | +17.03% | 269,081.9 | Hardware | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 113,886 | 28,318.9 | -35.20% | 2.580 | -0.99% | 0.010 | +21.23% | +30.73% | 263,567.6 | Software | |
AJG | Arthur J. Gallagher & Co | 79,117 | 27,314.4 | -19.30% | 2.490 | -0.39% | 0.030 | -6.54% | +10.18% | 79,770.8 | Insurance | |
GOOGL | Alphabet Inc | 163,493 | 25,282.6 | -29.16% | 2.310 | -0.93% | 0.000 | +14.81% | -4.59% | 2,192,674.9 | Interactive Media | |
MCD | McDonald's Corp | 77,463 | 24,197.3 | -25.08% | 2.210 | -0.55% | 0.010 | -2.67% | +4.64% | 214,445.5 | Restaurants | |
TSLA | Tesla Inc | 87,229 | 22,606.3 | +17.45% | 2.060 | +0.31% | 0.000 | +24.26% | -22.37% | 1,009,802.0 | Vehicles & Parts | |
QUAL | iShares MSCI USA Quality Factor ETF | 127,378 | 21,767.6 | -1.78% | 1.990 | -0.03% | 0.040 | +12.73% | +3.71% | 53,264.3 | ||
ADP | Automatic Data Processing Inc | 65,498 | 20,011.5 | -15.92% | 1.830 | -0.27% | 0.020 | +1.54% | +4.46% | 122,852.5 | Software |
Van Hulzen Asset Management, LLC's Historical Top Holdings Breakdowns
Van Hulzen Asset Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ABBV | AbbVie Inc | 2025-03-31 | Reduce Reduce | -1.64% | 169.2 ($194.4) 216.66 | $192.45 | -1.00% | Reduce -74.74% | 42,778 | -126,596 | |
BDX | Becton Dickinson & Co | 2025-03-31 | Add Add | +1.32% | 222.79 ($232.01) 249.08 | $175.97 | -24.15% | Add 17014.21% | 63,836 | 63,463 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.08% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -14.35% | 353,028 | -59,167 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -1.03% | 375.39 ($407.71) 447.2 | $503.32 | 23.45% | Reduce -23.83% | 107,336 | -33,584 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | Reduce Reduce | -0.99% | 217.4 ($244.61) 264.74 | $283.59 | 15.94% | Reduce -35.2% | 113,886 | -61,869 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.93% | 154.33 ($181.36) 206.38 | $180.19 | -0.65% | Reduce -29.16% | 163,493 | -67,297 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | Add Add | +0.79% | 48.08 ($51.4) 53.73 | $54.83 | 6.67% | Add 8360.39% | 180,291 | 178,160 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -0.72% | 306.92 ($338.38) 362.71 | $347.93 | 2.82% | Reduce -58.82% | 21,886 | -31,264 | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2025-03-31 | Reduce Reduce | -0.65% | 196.12 ($213.69) 229.48 | $236.25 | 10.56% | Reduce -79.25% | 11,273 | -43,058 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -0.61% | 461.52 ($511.2) 548.18 | $304.10 | -40.51% | Reduce -74.19% | 5,750 | -16,531 |
Van Hulzen Asset Management, LLC Total Holding History ($B)
Van Hulzen Asset Management, LLC's Asset Allocation
Van Hulzen Asset Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Van Hulzen Asset Management, LLC's Hypothetical Growth since 2025-03-31
Van Hulzen Asset Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Van Hulzen Asset Management, LLC's Holdings Heat Map
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Van Hulzen Asset Management, LLC's Holdings Bubble Chart
Van Hulzen Asset Management, LLC News
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