HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
523,450 | -11,580 | $100,780 |
| AAPL | 523,450 | -11,580 | $100,780 |
| BEST BUY INC |
960,000 | +219,392 | $75,149 |
| BBY | 960,000 | +219,392 | $75,149 |
| MICROSOFT CORP |
187,697 | -663 | $70,582 |
| MSFT | 187,697 | -663 | $70,582 |
| ALPHABET INC |
319,734 | -9,854 | $44,664 |
| GOOGL | 319,734 | -9,854 | $44,664 |
| MCDONALDS CORP |
115,314 | +851 | $34,192 |
| MCD | 115,314 | +851 | $34,192 |
| ABBVIE INC |
196,329 | -4,534 | $30,425 |
| ABBV | 196,329 | -4,534 | $30,425 |
| JOHNSON & JOHNSON |
173,310 | -1,498 | $27,165 |
| JNJ | 173,310 | -1,498 | $27,165 |
| EATON CORP PLC |
102,168 | -873 | $24,604 |
| ETN | 102,168 | -873 | $24,604 |
| CISCO SYS INC |
485,684 | -1,202 | $24,537 |
| CSCO | 485,684 | -1,202 | $24,537 |
| INTERNATIONAL BUSINESS MACHS |
142,910 | -36 | $23,373 |
| IBM | 142,910 | -36 | $23,373 |
| MERCK & CO INC |
209,462 | -426 | $22,836 |
| MRK | 209,462 | -426 | $22,836 |
| AMAZON COM INC |
149,042 | +13,114 | $22,645 |
| AMZN | 149,042 | +13,114 | $22,645 |
| GALLAGHER ARTHUR J & CO |
99,689 | -23,993 | $22,418 |
| AJG | 99,689 | -23,993 | $22,418 |
| COSTCO WHSL CORP NEW |
32,168 | -193 | $21,233 |
| COST | 32,168 | -193 | $21,233 |
| VISA INC |
77,677 | -9,709 | $20,223 |
| V | 77,677 | -9,709 | $20,223 |
| BROADCOM INC |
17,779 | -1,301 | $19,846 |
| AVGO | 17,779 | -1,301 | $19,846 |
| COMCAST CORP NEW |
444,835 | -2,522 | $19,506 |
| CMCSA | 444,835 | -2,522 | $19,506 |
| TESLA INC |
77,974 | +628 | $19,375 |
| TSLA | 77,974 | +628 | $19,375 |
| ISHARES TR (QUAL) |
130,879 | +9,550 | $19,257 |
| QUAL | 130,879 | +9,550 | $19,257 |
| DANAHER CORPORATION |
83,026 | +1,939 | $19,207 |
| DHR | 83,026 | +1,939 | $19,207 |
| WASTE MGMT INC DEL |
105,625 | -353 | $18,917 |
| WM | 105,625 | -353 | $18,917 |
| AUTOMATIC DATA PROCESSING IN |
80,804 | +1,602 | $18,825 |
| ADP | 80,804 | +1,602 | $18,825 |
| HERSHEY CO |
100,329 | -23,045 | $18,705 |
| HSY | 100,329 | -23,045 | $18,705 |
| EXXON MOBIL CORP |
173,348 | +6,688 | $17,331 |
| XOM | 173,348 | +6,688 | $17,331 |
| COCA COLA CO |
281,506 | -2,715 | $16,589 |
| KO | 281,506 | -2,715 | $16,589 |
| EXELON CORP |
440,518 | -7,980 | $15,815 |
| EXC | 440,518 | -7,980 | $15,815 |
| ISHARES TR (IVV) |
32,414 | -19 | $15,482 |
| IVV | 32,414 | -19 | $15,482 |
| ISHARES TR (ESGU) |
144,150 | -3,050 | $15,124 |
| ESGU | 144,150 | -3,050 | $15,124 |
| ADOBE INC |
25,343 | +4,325 | $15,120 |
| ADBE | 25,343 | +4,325 | $15,120 |
| META PLATFORMS INC |
42,351 | -5,448 | $14,991 |
| META | 42,351 | -5,448 | $14,991 |
| ROPER TECHNOLOGIES INC |
26,928 | -357 | $14,680 |
| ROP | 26,928 | -357 | $14,680 |
| MONDELEZ INTL INC |
182,264 | +1,783 | $13,201 |
| MDLZ | 182,264 | +1,783 | $13,201 |
| DISNEY WALT CO |
145,019 | -2,594 | $13,094 |
| DIS | 145,019 | -2,594 | $13,094 |
| PROGRESSIVE CORP |
81,088 | -25,600 | $12,916 |
| PGR | 81,088 | -25,600 | $12,916 |
| SHELL PLC |
195,761 | UNCH | $12,881 |
| SHEL | 195,761 | UNCH | $12,881 |
| UNITEDHEALTH GROUP INC |
24,382 | +3,135 | $12,837 |
| UNH | 24,382 | +3,135 | $12,837 |
| LOWES COS INC |
57,154 | +3,381 | $12,720 |
| LOW | 57,154 | +3,381 | $12,720 |
| KINDER MORGAN INC DEL |
716,508 | -5,123 | $12,639 |
| KMI | 716,508 | -5,123 | $12,639 |
| ORACLE CORP |
118,478 | +41,087 | $12,491 |
| ORCL | 118,478 | +41,087 | $12,491 |
| PIONEER NAT RES CO |
54,761 | -9,715 | $12,315 |
| PXD | 54,761 | -9,715 | $12,315 |
| JPMORGAN CHASE & CO |
71,211 | +23,001 | $12,113 |
| JPM | 71,211 | +23,001 | $12,113 |
| QUALCOMM INC |
82,902 | +334 | $11,990 |
| QCOM | 82,902 | +334 | $11,990 |
| ISHARES TR (SHY) |
138,368 | +4,715 | $11,352 |
| SHY | 138,368 | +4,715 | $11,352 |
| ISHARES GOLD TR (IAU) |
272,985 | -218 | $10,655 |
| IAU | 272,985 | -218 | $10,655 |
| DEERE & CO |
26,263 | +4,270 | $10,502 |
| DE | 26,263 | +4,270 | $10,502 |
| ISHARES TR (AGG) |
104,695 | -6,973 | $10,391 |
| AGG | 104,695 | -6,973 | $10,391 |
| NVIDIA CORPORATION |
20,710 | +3,556 | $10,256 |
| NVDA | 20,710 | +3,556 | $10,256 |
| LOCKHEED MARTIN CORP |
22,593 | -166 | $10,240 |
| LMT | 22,593 | -166 | $10,240 |
 BERKSHIRE HATHAWAY INC DEL |
$9,788 | ||
| BRK.B | 15,273 | -231 | $5,447 |
| BRK.A | 8 | UNCH | $4,341 |
| SPDR S&P 500 ETF TR (SPY) |
19,380 | -1,855 | $9,211 |
| SPY | 19,380 | -1,855 | $9,211 |
See Full List: All Stocks Held By Van Hulzen Asset Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Van Hulzen Asset Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $1,420,576 At 09/30/2023: $1,300,104 Van Hulzen Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Van Hulzen Asset Management LLC 13F filings. Link to 13F filings: SEC filings |
