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:
Top Holdings: AAPL(7.15%)MSFT(3.68%)CSCO(2.88%)IBM(2.58%)AJG(2.49%)
Summary Stock Picks Current Portfolio
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
-14.78%
-19.69%
2,996,574.8
Hardware
MSFT 		Microsoft Corp
107,336
40,293.0
-23.83%
3.680
-1.03%
0.000
+16.84%
+11.38%
3,476,052.1
Software
CSCO 		Cisco Systems Inc
511,193
31,545.7
+17.05%
2.880
+0.42%
0.010
+1.71%
+10.63%
255,895.1
Hardware
IBM 		International Business Machines Corp
113,886
28,318.9
-35.20%
2.580
-0.99%
0.010
+6.88%
+23.02%
248,018.8
Software
AJG 		Arthur J. Gallagher & Co
79,117
27,314.4
-19.30%
2.490
-0.39%
0.030
-3.54%
+15.81%
84,011.0
Insurance
GOOGL 		Alphabet Inc
163,493
25,282.6
-29.16%
2.310
-0.93%
0.000
-2.67%
-11.04%
2,049,920.9
Interactive Media
MCD 		McDonald's Corp
77,463
24,197.3
-25.08%
2.210
-0.55%
0.010
+1.07%
+7.81%
220,930.8
Restaurants
TSLA 		Tesla Inc
87,229
22,606.3
+17.45%
2.060
+0.31%
0.000
+2.01%
-29.50%
917,006.2
Vehicles & Parts
QUAL 		iShares MSCI USA Quality Factor ETF
127,378
21,767.6
-1.78%
1.990
-0.03%
0.040
+0.23%
+0.83%
51,670.1
 
ADP 		Automatic Data Processing Inc
65,498
20,011.5
-15.92%
1.830
-0.27%
0.020
+5.65%
+12.04%
132,424.2
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 Inc2025-03-31Reduce
-1.64%
●
169.2 ($194.4) 216.66
$187.47
-3.56%
Reduce -74.74%
42,778
-126,596
BDX 		Becton Dickinson & Co2025-03-31Add
+1.32%
●
222.79 ($232.01) 249.08
$171.03
-26.28%
Add 17014.21%
63,836
63,463
AAPL 		Apple Inc2025-03-31Reduce
-1.08%
●
209.68 ($231.67) 247.1
$200.63
-13.40%
Reduce -14.35%
353,028
-59,167
MSFT 		Microsoft Corp2025-03-31Reduce
-1.03%
●
375.39 ($407.71) 447.2
$467.68
14.71%
Reduce -23.83%
107,336
-33,584
IBM 		International Business Machines Corp2025-03-31Reduce
-0.99%
●
217.4 ($244.61) 264.74
$266.86
9.10%
Reduce -35.2%
113,886
-61,869
GOOGL 		Alphabet Inc2025-03-31Reduce
-0.93%
●
154.33 ($181.36) 206.38
$168.21
-7.25%
Reduce -29.16%
163,493
-67,297
DYNF 		iShares U.S. Equity Factor Rotation Active ETF2025-03-31Add
+0.79%
●
48.08 ($51.4) 53.73
$52.17
1.50%
Add 8360.39%
180,291
178,160
V 		Visa Inc2025-03-31Reduce
-0.72%
●
306.92 ($338.38) 362.71
$366.77
8.39%
Reduce -58.82%
21,886
-31,264
MTUM 		iShares MSCI USA Momentum Factor ETF2025-03-31Reduce
-0.65%
●
196.12 ($213.69) 229.48
$231.41
8.29%
Reduce -79.25%
11,273
-43,058
UNH 		UnitedHealth Group Inc2025-03-31Reduce
-0.61%
●
461.52 ($511.2) 548.18
$295.84
-42.13%
Reduce -74.19%
5,750
-16,531

Van Hulzen Asset Management, LLC Total Holding History ($B)

To

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

Top Ranked Articles

  • 1

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

Size field:

Van Hulzen Asset Management, LLC's Holdings Bubble Chart

Van Hulzen Asset Management, LLC News

  • 1

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