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CIK: 0001600145
Total reported value
$1.4B
$1.4B
319 檔
20.3%
According to the latest 13F quarterly dataset, Van Hulzen Asset Management, LLC managed an equity portfolio of $1.4B at the end of Q3 2024, spanning 319 distinct U.S. exchange-listed positions.
During Q3 2024, Van Hulzen Asset Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 319 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.75% | -0.12% | -15.35% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.36% | -0.54% | -17.30% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 2.98% | +0.17% | -28.68% | |
| 4 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 2.82% | — | -46.64% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.74% | +0.49% | -18.57% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.38% | +0.07% | -19.08% | |
| 7 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.23% | -0.35% | -15.42% | |
| 8 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.96% | -0.20% | -18.23% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.15% | -8.27% | |
| 10 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.92% | — | -11.01% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.78% | -0.10% | -12.62% | |
| 12 | ETN | Eaton Corporation plc | Stock-Industrials | 1.70% | +0.12% | -20.64% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 1.69% | +0.31% | -9.83% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.65% | -0.01% | -2.82% | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 1.55% | — | -14.23% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.53% | — | -10.96% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.52% | -0.01% | -18.44% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 1.52% | -0.02% | -19.41% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.40% | -1.31% | -2.00% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.38% | -6.40% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -0.42% | -14.40% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.27% | -0.01% | -16.31% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.23% | -27.59% | |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.07% | -0.96% | +9.64% | |
| 25 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.04% | — | -30.15% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | +0.14% | -26.08% | |
| 27 | EXC | Exelon CORP | Stock-Utilities | 1.02% | -0.10% | -20.92% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.35% | -1.10% | |
| 29 | AON | Aon plc | Stock-Financials | 0.98% | — | -18.07% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.93% | +0.15% | -15.83% | |
| 31 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.92% | — | -10.88% | |
| 32 | SHEL | Shell Plc-adr | Stock-Energy | 0.89% | -0.24% | +0.01% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.44% | +645.66% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.86% | -0.20% | -1.25% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.85% | -0.01% | -17.00% | |
| 36 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.84% | -0.01% | -12.19% | |
| 37 | ROP | Roper Technologies Inc | Stock-Tech | 0.83% | -0.12% | -29.10% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.83% | -0.24% | -0.40% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.08% | -30.40% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | +0.09% | -0.05% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.77% | +0.14% | -0.65% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.74% | +0.12% | -20.39% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.04% | -1.48% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.65% | -0.19% | -12.84% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.65% | -0.04% | +234.79% | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.62% | — | +0.02% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.61% | -0.02% | +5.19% | |
| 48 | NTRS | Northern Trust CORP | Stock-Financials | 0.59% | -0.15% | +0.73% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.58% | -0.16% | -0.95% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.58% | -0.03% | -25.29% |
According to official SEC Form 13F filings, Van Hulzen Asset Management, LLC reported a total U.S. public equity portfolio value of $1.4B across 319 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IBM) accounted for 20.3% of total reported equity market value during Q3 2024.
During Q3 2024, Van Hulzen Asset Management, LLC's top holdings by market value included AAPL (7.8%)、MSFT (4.4%)、IBM (3.0%). The largest single position, AAPL, represented 7.8% of total portfolio value.
In Q3 2024, Van Hulzen Asset Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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