VH

Van Hulzen Asset Management, LLC

13F
Van Hulzen Asset Management, LLC
Last update 2025-05-14 312 Stocks (8 new)
Value $1.10 Bil Turnover 7 %
Countries:
Van Hulzen Asset Management, L... Top Holdings of 2025-03-31 View Full List
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 View Full List
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)

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Van Hulzen Asset Management, LLC's Asset Allocation

To

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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