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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Van Hulzen Asset Management, LLC INSTITUTION : Van Hulzen Asset Management, LLC
Van Hulzen Asset Management, LLC Portfolio (reported on 2021-02-16)
Company (links to holding history) Ticker Value On
2020-12-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 44,132,000 332,593 6.68%
ISHARES TR    (CORE US AGGBD ET) AGG 22,434,000 189,813 3.39%
TESLA INC    (COM) TSLA 22,147,000 31,384 3.35%
JOHNSON & JOHNSON    (COM) JNJ 20,184,000 128,247 3.05%
ISHARES TR    (US TREAS BD ETF) GOVT 15,495,000 568,827 2.34%
VERIZON COMMUNICATIONS INC    (COM) VZ 14,714,000 250,451 2.22%
ISHARES TR    (ISHS 1-5YR INVS) CSJ 14,317,000 259,502 2.16%
PAYPAL HLDGS INC    (COM) PYPL 13,795,000 58,902 2.09%
MICROSOFT CORP    (COM) MSFT 13,126,000 59,013 1.98%
ISHARES TR    (CORE S&P500 ETF) IVV 12,522,000 33,357 1.89%
ABBVIE INC    (COM) ABBV 12,173,000 113,606 1.84%
ISHARES TR    (IBOXX INV CP ETF) LQD 11,836,000 85,684 1.79%
CISCO SYS INC    (COM) CSCO 11,732,000 262,165 1.77%
AMAZON COM INC    (COM) AMZN 11,666,000 3,582 1.76%
ISHARES TR    (ESG AWR MSCI USA) 10,869,000 126,339 1.64%
ISHARES TR    (MSCI USA QLT FCT) QUAL 10,675,000 91,863 1.61%
ISHARES TR    (ISHS 5-10YR INVT) CIU 10,168,000 164,557 1.54%
3M CO    (COM) MMM 10,114,000 57,862 1.53%
CLOROX CO DEL    (COM) CLX 9,836,000 48,714 1.49%
KIMBERLY-CLARK CORP    (COM) KMB 9,560,000 70,902 1.44%
ISHARES INC    (ESG AWR MSCI EM) 9,462,000 225,401 1.43%
ALTRIA GROUP INC    (COM) MO 9,184,000 224,005 1.39%
COGNIZANT TECHNOLOGY SOLUTIO    (CL A) CTSH 9,122,000 111,314 1.38%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 9,078,000 78,740 1.37%
AMERISOURCEBERGEN CORP    (COM) ABC 8,317,000 85,074 1.26%
ISHARES TR    (MSCI USA VALUE) VLUE 8,190,000 94,233 1.24%
GENERAL ELECTRIC CO    (COM) GE 7,356,000 681,097 1.11%
EBAY INC.    (COM) EBAY 7,124,000 141,765 1.07%
ORACLE CORP    (COM) ORCL 7,030,000 108,680 1.06%
ISHARES TR    (MSCI USA MIN VOL) USMV 6,984,000 102,890 1.05%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 6,937,000 18,554 1.05%
GILEAD SCIENCES INC    (COM) GILD 6,614,000 113,522 1.00%
WASTE MGMT INC DEL    (COM) WMI 6,593,000 55,909 0.99%
BK OF AMERICA CORP    (COM) BAC 6,409,000 211,450 0.97%
DECKERS OUTDOOR CORP    (COM) DECK 6,342,000 22,116 0.96%
ISHARES INC    (CORE MSCI EMKT) IEMG 6,324,000 101,940 0.95%
DOMINION ENERGY INC    (COM) D 5,941,000 79,006 0.90%
ALPHABET INC    (CAP STK CL A) GOOGL 5,752,000 3,282 0.87%
CHEVRON CORP NEW    (COM) CVX 5,730,000 67,850 0.86%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 5,335,000 88,559 0.80%
AMGEN INC    (COM) AMGN 5,136,000 22,340 0.77%
COSTCO WHSL CORP NEW    (COM) COST 5,079,000 13,480 0.76%
ISHARES TR    (1 3 YR TREAS BD) SHY 5,003,000 57,918 0.75%
STEEL DYNAMICS INC    (COM) STLD 4,996,000 135,494 0.75%
FACEBOOK INC    (CL A) FB 4,959,000 18,156 0.75%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 4,741,000 20,445 0.71%
SPDR SER TR    (SPDR BLOOMBERG) 4,672,000 51,047 0.70%
ISHARES TR    (EAFE GRWTH ETF) EFG 4,535,000 44,937 0.68%
BHP GROUP LTD    (SPONSORED ADS) BHP 4,502,000 68,904 0.68%
BARRICK GOLD CORP    (COM) ABX 4,337,000 190,400 0.65%
CHEGG INC    (COM) CHGG 4,155,000 46,000 0.62%
BEST BUY INC    (COM) BBY 3,902,000 39,100 0.59%
ISHARES TR    (RUSSELL 2000 ETF) IWM 3,674,000 18,738 0.55%
TARGET CORP    (COM) TGT 3,471,000 19,665 0.52%
CONSTELLATION BRANDS INC    (CL A) STZ 3,424,000 15,629 0.51%
ISHARES GOLD TRUST    (ISHARES) IAU 3,343,000 184,389 0.50%
ISHARES INC    (MSCI JPN ETF NEW) 3,167,000 46,870 0.47%
LAM RESEARCH CORP    (COM) LRCX 3,048,000 6,453 0.46%
ISHARES TR    (MSCI USA SZE FT) SIZE 2,894,000 26,031 0.43%
STARBUCKS CORP    (COM) SBUX 2,820,000 26,357 0.42%
NOVO-NORDISK A S    (ADR) NVO 2,658,000 38,050 0.40%
ISHARES TR    (MSCI USA MMENTM) 2,605,000 16,151 0.39%
ISHARES TR    (20 YR TR BD ETF) TLT 2,575,000 16,326 0.39%
QUALCOMM INC    (COM) QCOM 2,258,000 14,820 0.34%
SPDR GOLD TR    (GOLD SHS) GLD 2,242,000 12,569 0.33%
PFIZER INC    (COM) PFE 2,215,000 60,184 0.33%
DISNEY WALT CO    (COM) DIS 2,144,000 11,831 0.32%
PROCTER AND GAMBLE CO    (COM) PG 2,129,000 15,301 0.32%
DANAHER CORPORATION    (COM) DHR 2,015,000 9,072 0.30%
VISA INC    (COM CL A) V 1,945,000 8,892 0.29%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 1,945,000 13,774 0.29%
INTEL CORP    (COM) INTC 1,939,000 38,923 0.29%
WEC ENERGY GROUP INC    (COM) 1,936,000 21,040 0.29%
NORTHERN TR CORP    (COM) NTRS 1,779,000 19,099 0.26%
MERCK & CO. INC    (COM) MRK 1,633,000 19,969 0.24%
WALMART INC    (COM) WMT 1,609,000 11,162 0.24%
ILLUMINA INC    (COM) ILMN 1,598,000 4,318 0.24%
EATON CORP PLC    (SHS) ETN 1,579,000 13,140 0.23%
ROPER TECHNOLOGIES INC    (COM) ROP 1,513,000 3,510 0.22%
UNITEDHEALTH GROUP INC    (COM) UNH 1,420,000 4,049 0.21%
COCA COLA CO    (COM) KO 1,401,000 25,546 0.21%
AMER STATES WTR CO    (COM) AWR 1,390,000 17,483 0.21%
INNOVATIVE INDL PPTYS INC    (COM) 1,345,000 7,343 0.20%
JPMORGAN CHASE & CO    (COM) JPM 1,333,000 10,488 0.20%
WELLS FARGO CO NEW    (PERP PFD CNV A) WFC/PL 1,300,000 857 0.19%
AT&T INC    (COM) T 1,275,000 44,324 0.19%
PEPSICO INC    (COM) PEP 1,216,000 8,201 0.18%
ALPHABET INC    (CAP STK CL C) GOOG 1,179,000 673 0.17%
EXXON MOBIL CORP    (COM) XOM 1,073,000 26,029 0.16%
SPROTT PHYSICAL GOLD & SILVE    (TR UNIT) 1,072,000 55,403 0.16%
HOME DEPOT INC    (COM) HD 1,028,000 3,872 0.15%
MEDICAL PPTYS TRUST INC    (COM) MPW 1,013,000 46,475 0.15%
ISHARES TR    (ESG AWR US AGRGT) 1,004,000 17,755 0.15%
NUVEEN CA QUALTY MUN INCOME    (COM) NAC 1,004,000 66,222 0.15%
BOEING CO    (COM) BA 992,000 4,635 0.15%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 938,000 15,120 0.14%
ISHARES TR    (U.S. MED DVC ETF) IHI 934,000 2,855 0.14%
ADVANCED MICRO DEVICES INC    (COM) AMD 847,000 9,240 0.12%
YUM BRANDS INC    (COM) YUM 826,000 7,613 0.12%
ISHARES TR    (MSCI LW CRB TG) CRBN 825,000 5,543 0.12%
ISHARES TR    (MSCI KLD400 SOC) DSI 815,000 11,394 0.12%
COMCAST CORP NEW    (CL A) CMCSA 811,000 15,479 0.12%
FIVE BELOW INC    (COM) FIVE 806,000 4,606 0.12%
CLOUDFLARE INC    (CL A COM) 758,000 9,980 0.11%
NIO INC    (SPON ADS) 738,000 15,150 0.11%
ACTIVISION BLIZZARD INC    (COM) ATVI 724,000 7,800 0.10%
NEWMONT CORP    (COM) NEM 710,000 11,850 0.10%
CHENIERE ENERGY PARTNERS LP    (COM UNIT) CQP 702,000 19,918 0.10%
ADOBE SYSTEMS INCORPORATED    (COM) ADBE 701,000 1,401 0.10%
NVIDIA CORPORATION    (COM) NVDA 692,000 1,325 0.10%
ISHARES TR    (CORE HIGH DV ETF) HDV 668,000 7,617 0.10%
QUALYS INC    (COM) QLYS 657,000 5,395 0.09%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 654,000 1,904 0.09%
SQUARE INC    (CL A) 651,000 2,993 0.09%
BANK NEW YORK MELLON CORP    (COM) BK 648,000 15,272 0.09%
ISHARES TR    (CORE MSCI EAFE) IEFA 646,000 9,346 0.09%
ETSY INC    (COM) ETSY 639,000 3,594 0.09%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 639,000 5,859 0.09%
ISHARES TR    (ESG AWRE USD ETF) 636,000 22,440 0.09%
GW PHARMACEUTICALS PLC    (ADS) GWPH 634,000 5,490 0.09%
BIOTELEMETRY INC    (COM) BEAT 631,000 8,751 0.09%
NEXTERA ENERGY PARTNERS LP    (COM UNIT PART IN) NEP 618,000 9,210 0.09%
FLIR SYS INC    (COM) FLIR 613,000 13,995 0.09%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 588,000 1,263 0.08%
DOUBLELINE OPPORTUNISTIC CR    (COM) DBL 584,000 29,722 0.08%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 582,000 6,540 0.08%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 581,000 2,497 0.08%
T-MOBILE US INC    (COM) TMUS 560,000 4,153 0.08%
PNC FINL SVCS GROUP INC    (COM) PNC 559,000 3,750 0.08%
TJX COS INC NEW    (COM) TJX 557,000 8,156 0.08%
SHOPIFY INC    (CL A) 549,000 485 0.08%
REALTY INCOME CORP    (COM) O 547,000 8,800 0.08%
FIRSTCASH INC    (COM) 544,000 7,761 0.08%
ANTHEM INC    (COM) ANTM 539,000 1,680 0.08%
LUMENTUM HLDGS INC    (COM) 525,000 5,542 0.07%
BROADCOM INC    (COM) 524,000 1,197 0.07%
MORGAN STANLEY    (COM NEW) MS 515,000 7,508 0.07%
PETMED EXPRESS INC    (COM) PETS 514,000 16,018 0.07%
ISHARES INC    (MSCI GBL MIN VOL) ACWV 514,000 5,302 0.07%
CVS HEALTH CORP    (COM) CVS 501,000 7,338 0.07%
ISHARES TR    (MBS ETF) MBB 493,000 4,481 0.07%
THE TRADE DESK INC    (COM CL A) 489,000 610 0.07%
ISHARES TR    (INTL SEL DIV ETF) IDV 487,000 16,542 0.07%
ISHARES TR    (MSCI EMG MKT ETF) EEM 486,000 9,410 0.07%
ISHARES TR    (S&P 500 GRWT ETF) IVW 484,000 7,576 0.07%
ISHARES TR    (PFD AND INCM SEC) PFF 484,000 12,559 0.07%
ISHARES TR    (RUS 1000 GRW ETF) IWF 483,000 2,005 0.07%
CARNIVAL CORP    (UNIT 99/99/9999) CCL 479,000 22,127 0.07%
NIKE INC    (CL B) NKE 475,000 3,357 0.07%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 472,000 2,423 0.07%
SYSCO CORP    (COM) SYY 467,000 6,283 0.07%
SALESFORCE COM INC    (COM) CRM 465,000 2,089 0.07%
ISHARES TR    (SELECT DIVID ETF) DVY 456,000 4,740 0.06%
ABBOTT LABS    (COM) ABT 451,000 4,120 0.06%
SMITH & WESSON BRANDS INC    (COM) 445,000 25,044 0.06%
CARRIER GLOBAL CORPORATION    (COM) 443,000 11,750 0.06%
KIRKLAND LAKE GOLD LTD    (COM) 434,000 10,528 0.06%
AMERICAN WTR WKS CO INC NEW    (COM) AWK 433,000 2,823 0.06%
PROSHARES TR    (SHORT S&P 500 NE) 432,000 24,050 0.06%
JAZZ PHARMACEUTICALS PLC    (SHS USD) JAZZ 432,000 2,617 0.06%
ISHARES INC    (MSCI PAC JP ETF) EPP 430,000 8,973 0.06%
ENVESTNET INC    (COM) ENV 430,000 5,229 0.06%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 426,000 4,653 0.06%
NETFLIX INC    (COM) NFLX 420,000 776 0.06%
CIGNA CORP NEW    (COM) 419,000 2,013 0.06%
CITIZENS FINL GROUP INC    (COM) CFG 417,000 11,650 0.06%
DIGITAL RLTY TR INC    (COM) DLR 415,000 2,976 0.06%
FIFTH THIRD BANCORP    (COM) FITB 414,000 15,020 0.06%
HONEYWELL INTL INC    (COM) HON 413,000 1,943 0.06%
TEXAS INSTRS INC    (COM) TXN 413,000 2,515 0.06%
VANGUARD WORLD FDS    (UTILITIES ETF) VPU 411,000 2,996 0.06%
ISHARES SILVER TR    (ISHARES) SLV 410,000 16,679 0.06%
GOLDMAN SACHS GROUP INC    (COM) GS 407,000 1,543 0.06%
GREEN DOT CORP    (CL A) GDOT 403,000 7,227 0.06%
GOLDMINING INC    (COM) 401,000 184,000 0.06%
PRESTIGE CONSMR HEALTHCARE I    (COM) PBH 400,000 11,476 0.06%
LOCKHEED MARTIN CORP    (COM) LMT 393,000 1,107 0.05%
NUVEEN CALIFORNIA AMT QLT MU    (COM) NKX 390,000 24,750 0.05%
MCDONALDS CORP    (COM) MCD 389,000 1,815 0.05%
AXOS FINANCIAL INC    (COM) 387,000 10,320 0.05%
SOUTHERN CO    (COM) SO 371,000 6,034 0.05%
ESSEX PPTY TR INC    (COM) ESS 369,000 1,555 0.05%
MARTEN TRANS LTD    (COM) MRTN 365,000 21,211 0.05%
FRANCO NEV CORP    (COM) FNNVF 363,000 2,895 0.05%
AMERIPRISE FINL INC    (COM) AMP 363,000 1,867 0.05%
NUVEEN TAXABLE MUNICPAL INM    (COM) NBB 360,000 15,156 0.05%
MASTERCARD INCORPORATED    (CL A) MA 359,000 1,007 0.05%
FIDELITY NATL INFORMATION SV    (COM) FIS 355,000 2,510 0.05%
INTRA CELLULAR THERAPIES INC    (COM) ITCI 350,000 11,000 0.05%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 348,000 1 0.05%
INVESCO EXCHANGE TRADED FD T    (FTSE RAFI 1000) 345,000 2,586 0.05%
ALLSTATE CORP    (COM) ALL 342,000 3,108 0.05%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 341,000 10,103 0.05%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 337,000 2,677 0.05%
CUMMINS INC    (COM) CMI 335,000 1,475 0.05%
SPDR SER TR    (PORTFOLI S&P1500) TMW 333,000 7,221 0.05%
CENTENE CORP DEL    (COM) CNC 332,000 5,534 0.05%
ECOLAB INC    (COM) ECL 331,000 1,528 0.05%
EPLUS INC    (COM) PLUS 329,000 3,740 0.04%
PENTAIR PLC    (SHS) PNR 325,000 6,118 0.04%
1 2 Next >Full Portfolio View
Total Value As 2020-12-31: 660,000,000 SEC FILING
* Portfolios do not reflect changes after reporting
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