• 13F History

Van Hulzen Asset Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$1.37B
Signature - Title
Jaimie Palmer - Compliance Consultant
Location
El Dorado Hills, CA
Summary
This page shows a list of all the recent 13F filings made by Van Hulzen Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Van Hulzen Asset Management, LLC reported 1157 stock holdings with total value $1.37B as of Q4 2024. Top holdings included AAPL, MSFT, GOOGL, IBM, and ABBV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,157 $1.37B +$143M -$174M -$31M AAPL, MSFT, GOOGL, IBM, ABBV 13F-HR 2/10/2025, 03:01 PM
Q3 2024 319 $1.38B +$63.6M -$268M -$204M AAPL, MSFT, IBM, BBY, GOOGL 13F-HR 11/12/2024, 09:30 AM
Q2 2024 302 $1.49B +$127M -$158M -$30.9M AAPL, MSFT, BBY, GOOGL, IBM 13F-HR 8/7/2024, 12:58 PM
Q1 2024 319 $1.51B +$99M -$118M -$18.7M AAPL, MSFT, BBY, GOOGL, ABBV 13F-HR 5/6/2024, 12:43 PM
Q4 2023 309 $1.42B +$79.4M -$70.3M +$9.07M AAPL, BBY, MSFT, GOOGL, MCD 13F-HR 2/7/2024, 12:27 PM
Q3 2023 322 $1.3B +$250M -$82.8M +$168M AAPL, MSFT, BBY, GOOGL, MCD 13F-HR 11/7/2023, 12:28 PM
Q2 2023 300 $1.17B +$231M -$116M +$115M AAPL, MSFT, GOOGL, MCD, CMCSA 13F-HR 8/3/2023, 02:06 PM
Q1 2023 299 $1.06B +$282M -$78.4M +$204M AAPL, MSFT, ABBV, MCD, CSCO 13F-HR 4/28/2023, 12:59 PM
Q4 2022 280 $866M +$120M -$107M +$13.1M AAPL, MSFT, ABBV, JNJ, MCD 13F-HR 2/13/2023, 03:13 PM
Q3 2022 282 $810M +$148M -$48.5M +$99.7M AAPL, MSFT, AGG, TSLA, ABBV 13F-HR 11/8/2022, 09:19 AM
Q2 2022 294 $826M +$209M -$134M +$75.3M AAPL, MSFT, JNJ, ABBV, VZ 13F-HR 8/4/2022, 10:17 AM
Q1 2022 308 $943M +$138M -$62.1M +$76M AAPL, MSFT, ABBV, AGG, TSLA 13F-HR 5/19/2022, 06:16 PM
Q4 2021 304 $914M +$246M -$50.9M +$195M AAPL, MSFT, TSLA, CSCO, ABBV 13F-HR 2/4/2022, 11:07 AM
Q3 2021 281 $672M +$48.4M -$33M +$15.4M AAPL, AGG, TSLA, LQD, CSCO 13F-HR 11/12/2021, 11:02 AM
Q2 2021 272 $667M +$75.1M -$66.4M +$8.72M AAPL, AGG, TSLA, KMB, LQD 13F-HR 8/6/2021, 10:58 AM
Q1 2021 261 $626M +$104M -$160M -$56.1M AAPL, AGG, TSLA, VZ, CSCO 13F-HR 5/12/2021, 11:45 AM
Q4 2020 292 $659M +$89.9M -$142M -$52.2M AAPL, AGG, TSLA, JNJ, GOVT 13F-HR 2/16/2021, 12:21 PM
Q3 2020 261 $664M +$159M -$155M +$3.61M AAPL, AGG, JNJ, AMZN, IVV 13F-HR 11/3/2020, 08:31 AM
Q2 2020 259 $665M +$222M -$72.3M +$149M NET, AAPL, AGG, JNJ, MSFT 13F-HR 8/11/2020, 10:58 AM
Q1 2020 246 $464M +$151M -$68.1M +$82.6M AAPL, JNJ, CSCO, MSFT, IVV 13F-HR 5/14/2020, 10:36 AM
Q4 2019 277 $516M +$81.1M -$57.2M +$23.9M AAPL, JNJ, CSCO, MO, ABBV 13F-HR 2/12/2020, 01:14 PM
Q3 2019 262 $473M +$54.7M -$37.9M +$16.8M AAPL, JNJ, CSCO, ABBV, LYB 13F-HR 10/30/2019, 10:29 AM
Q2 2019 260 $457M +$122M -$33M +$89.3M AAPL, JNJ, HD, KMB, LYB 13F-HR 8/8/2019, 04:42 PM
Q1 2019 235 $371M +$76.8M -$65M +$11.9M AAPL, JNJ, DIS, HD, KMB 13F-HR 5/1/2019, 11:43 AM
Q4 2018 216 $344M +$85.8M -$37.6M +$48.3M AAPL, JNJ, MRK, DIS, SPY 13F-HR 2/12/2019, 10:23 AM
Q3 2018 225 $375M +$65.8M -$36.1M +$29.6M AAPL, JNJ, MRK, DIS, BIL 13F-HR 11/14/2018, 11:49 AM
Q2 2018 196 $336M +$66M -$21.3M +$44.6M AAPL, IBM, BIL, JNJ, MRK 13F-HR 8/7/2018, 12:14 PM
Q1 2018 203 $326M +$94.7M -$37.3M +$57.5M AAPL, IBM, MRK, XOM, BIL 13F-HR 5/7/2018, 07:50 PM
Q4 2017 218 $327M +$66.2M -$32.6M +$33.6M AAPL, IBM, XOM, COST, SCHO 13F-HR 2/12/2018, 03:23 PM
Q3 2017 180 $296M +$88.2M -$34.3M +$53.9M AAPL, XOM, COST, SCHO, IGSB 13F-HR 11/9/2017, 09:55 AM
Q2 2017 140 $252M +$57.2M -$16.8M +$40.4M AAPL, META, WMT, GEXXXX, TIP 13F-HR 8/14/2017, 03:40 PM
Q1 2017 126 $218M +$47M -$23.3M +$23.7M AAPL, META, GEXXXX, TIP, WMT 13F-HR 5/12/2017, 07:38 PM
Q4 2016 127 $214M +$63.3M -$13.4M +$49.9M AAPL, XOM, GEXXXX, TIP, NBB Restatement 2/7/2017, 08:48 AM
Q3 2016 157 $184M +$46.4M -$12.1M +$34.3M AAPL, GEXXXX, XOM, SLV, META 13F-HR 11/3/2016, 05:16 PM
Q2 2016 143 $175M +$23.9M -$19.6M +$4.3M AAPL, GEXXXX, XOM, NBB, META 13F-HR 8/11/2016, 10:45 AM
Q1 2016 143 $176M +$36.1M -$21.4M +$14.7M AAPL, XOM, GEXXXX, NBB, SO Restatement 4/27/2016, 03:44 PM
Q4 2015 145 $161M +$21.4M -$13.5M +$7.9M AAPL, XOM, GEXXXX, AIG, RMD 13F-HR 2/12/2016, 12:58 PM
Q3 2015 144 $154M +$27M -$17.2M +$9.75M AAPL, XOM, GEXXXX, MSFT, AIG 13F-HR 10/21/2015, 11:34 AM
Q2 2015 147 $185M +$40.9M -$12.4M +$28.5M AAPL, GEXXXX, CVX, NBB, AIG Restatement 8/13/2015, 12:54 PM
Q1 2015 136 $163M +$55.5M -$10.8M +$44.8M AAPL, GEXXXX, CVX, AIG, XOM 13F-HR 4/30/2015, 09:14 AM
Q4 2014 121 $144M +$67.6M -$14.5M +$53.2M AAPL, TGT, GEXXXX, AIG, XOM 13F-HR 2/11/2015, 09:31 AM
Q3 2014 59 $98.1M +$16.3M -$12.5M +$3.71M AAPL, XOM, GEXXXX, AIG, INTC Restatement 11/14/2014, 01:09 PM
Q2 2014 64 $116M +$44.2M -$6.16M +$38M AAPL, INTC, XOM, AIG, GEXXXX Restatement 8/25/2014, 04:49 PM
Q1 2014 83 $98.9M +$21.3M -$9.18M +$12.1M INTC, MSFT, EBAY, OXY, ESVXXXX 13F-HR 5/13/2014, 11:14 AM
Q4 2013 100 $116M AAPL, CSCO, INTC, AIG, MSFT 13F-HR 2/13/2014, 05:22 PM