VH
| |
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 | +15.85% | -15.96% | 3,135,776.7 | Hardware | |
MSFT | Microsoft Corp | 107,336 | 40,293.0 | -23.83% | 3.680 | -1.03% | 0.000 | +39.34% | +18.54% | 3,699,325.7 | Software | |
CSCO | Cisco Systems Inc | 511,193 | 31,545.7 | +17.05% | 2.880 | +0.42% | 0.010 | +27.45% | +18.72% | 272,962.7 | Hardware | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 113,886 | 28,318.9 | -35.20% | 2.580 | -0.99% | 0.010 | +30.40% | +34.82% | 271,820.6 | Software | |
AJG | Arthur J. Gallagher & Co | 79,117 | 27,314.4 | -19.30% | 2.490 | -0.39% | 0.030 | +1.88% | +11.79% | 80,930.7 | Insurance | |
GOOGL | Alphabet Inc | 163,493 | 25,282.6 | -29.16% | 2.310 | -0.93% | 0.000 | +20.62% | -6.39% | 2,149,506.1 | Interactive Media | |
MCD | McDonald's Corp | 77,463 | 24,197.3 | -25.08% | 2.210 | -0.55% | 0.010 | -1.57% | +2.42% | 209,883.6 | Restaurants | |
TSLA | Tesla Inc | 87,229 | 22,606.3 | +17.45% | 2.060 | +0.31% | 0.000 | +26.00% | -27.21% | 946,767.9 | Vehicles & Parts | |
QUAL | iShares MSCI USA Quality Factor ETF | 127,378 | 21,767.6 | -1.78% | 1.990 | -0.03% | 0.040 | +18.77% | +3.10% | 53,188.9 | ||
ADP | Automatic Data Processing Inc | 65,498 | 20,011.5 | -15.92% | 1.830 | -0.27% | 0.020 | +10.21% | +6.44% | 125,186.6 | 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 | $187.63 | -3.48% | Reduce -74.74% | 42,778 | -126,596 | |
BDX | Becton Dickinson & Co | 2025-03-31 | Add Add | +1.32% | 222.79 ($232.01) 249.08 | $172.95 | -25.46% | Add 17014.21% | 63,836 | 63,463 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.08% | 209.68 ($231.67) 247.1 | $209.95 | -9.38% | Reduce -14.35% | 353,028 | -59,167 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -1.03% | 375.39 ($407.71) 447.2 | $497.72 | 22.08% | 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 | $292.47 | 19.57% | Reduce -35.2% | 113,886 | -61,869 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.93% | 154.33 ($181.36) 206.38 | $176.79 | -2.52% | 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 | $54.60 | 6.23% | Add 8360.39% | 180,291 | 178,160 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -0.72% | 306.92 ($338.38) 362.71 | $356.64 | 5.40% | 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 | $238.57 | 11.64% | Reduce -79.25% | 11,273 | -43,058 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -0.61% | 461.52 ($511.2) 548.18 | $303.71 | -40.59% | Reduce -74.19% | 5,750 | -16,531 |
Van Hulzen Asset Management, LLC Total Holding History ($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 |
|---|---|---|---|---|
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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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