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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Van Hulzen Asset Management, LLC

Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0001600145-24-000012

Total Value
$1.4M
Positions
319
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (319)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL459,091$106,9637.75%
2MICROSOFT CORPMSFT139,903$60,1954.36%
3INTERNATIONAL BUSINESS MACHSINTR186,435$41,2172.98%
4BEST BUY INCBBY377,600$39,0062.82%
5ALPHABET INCGOOG228,529$37,9002.74%
6ABBVIE INCABBV166,400$32,8612.38%
7MCDONALDS CORPMCD101,246$30,8302.23%
8GALLAGHER ARTHUR J & CO36357610996,147$27,0531.96%
9NVIDIA CORPORATIONNVDA219,907$26,7051.93%
10HERSHEY COHSY138,197$26,5031.92%
11JOHNSON & JOHNSONJNJ151,593$24,5671.78%
12EATON CORP PLCETN70,910$23,5021.70%
13CISCO SYS INCCSCO437,550$23,2861.69%
14ISHARES TR46432F339127,473$22,8561.65%
15AUTOMATIC DATA PROCESSING INADP77,109$21,3381.55%
16MERCK & CO INCMRK186,608$21,1911.53%
17ORACLE CORPORCL-PD123,363$21,0211.52%
18DANAHER CORPORATION23585110275,584$21,0141.52%
19TESLA INCTSLA73,717$19,2871.40%
20ISHARES TR46428720030,780$17,7551.29%
21EXXON MOBIL CORPXOM150,809$17,6771.28%
22COCA COLA COKO243,522$17,5001.27%
23AMAZON COM INCAMZN88,498$16,4901.19%
24FIDELITY WISE ORIGIN BITCOINFBTC266,750$14,8131.07%
25KINDER MORGAN INC DELEP-PC650,991$14,3801.04%
26VISA INCV52,113$14,3281.04%
27EXELON CORPEXC347,439$14,0881.02%
28META PLATFORMS INCMETA24,191$13,8481.00%
29AON PLCAON38,982$13,4870.98%
30UNITEDHEALTH GROUP INCUNH21,897$12,8030.93%
31MONDELEZ INTL INC609207105172,403$12,7010.92%
32SHELL PLCRYDAF185,777$12,2520.89%
33BROADCOM INCAVGO69,197$11,9360.86%
34ISHARES GOLD TRIAU238,828$11,8700.86%
35DISNEY WALT CO254687106122,035$11,7380.85%
36ISHARES TR46435G42591,591$11,5570.84%
37ROPER TECHNOLOGIES INCROP20,606$11,4660.83%
38ISHARES TR464287226112,614$11,4040.83%
39COSTCO WHSL CORP NEW22160K10512,107$10,7330.78%
40SPDR S&P 500 ETF TRSPY18,671$10,7130.78%
41ISHARES TR46432F39652,387$10,6220.77%
42QUALCOMM INCQCOM60,240$10,2440.74%
43JPMORGAN CHASE & CO.VYLD46,587$9,8230.71%
44ADOBE INCADBE17,435$9,0270.65%
45TJX COS INC NEW87254010976,005$8,9340.65%
46NOVO-NORDISK A SNONOF71,901$8,5610.62%
47ISHARES TR464288877146,668$8,4380.61%
48NORTHERN TR CORPNTRSO90,438$8,1420.59%
49ISHARES TR46429B69787,668$8,0050.58%
50ISHARES TR46428745796,106$7,9910.58%
51DEERE & CODE19,046$7,9490.58%
52SPDR GOLD TRGLD31,070$7,5520.55%
53ISHARES TR46428888569,977$7,5330.55%
54LOCKHEED MARTIN CORPLMT12,878$7,5280.55%
55S&P GLOBAL INCSPGI13,449$6,9480.50%
56BLACKROCK ETF TRUST IIBLK124,873$6,6840.48%
57ISHARES TR46434V860129,392$6,5470.47%
58ISHARES TR46428743265,860$6,4610.47%
59BERKSHIRE HATHAWAY INC DELBRK-A13,253$6,1000.44%
60CENCORA INCCOR26,939$6,0630.44%
61ISHARES TR46428710121,612$5,9810.43%
62HONEYWELL INTL INC43851610626,997$5,5810.40%
63LULULEMON ATHLETICA INCLULU20,496$5,5620.40%
64BERKSHIRE HATHAWAY INC DELBRK-A8$5,5290.40%
65ISHARES INC46434G76477,897$4,7600.34%
66HOME DEPOT INCHD11,670$4,7290.34%
67LAM RESEARCH CORPLRCX5,760$4,7010.34%
68GRAYSCALE BITCOIN TR BTCGBTC90,438$4,5670.33%
69ISHARES TR46428863883,882$4,5060.33%
70WHEATON PRECIOUS METALS CORPWPM69,465$4,2430.31%
71ADDUS HOMECARE CORPADUS31,432$4,1810.30%
72THE BALDWIN INSURANCE GRP IN05589G10278,753$3,9220.28%
73STARBUCKS CORPSBUX40,149$3,9140.28%
74CHEVRON CORP NEWCVX26,287$3,8710.28%
75AMGEN INCAMGN11,968$3,8560.28%
76GENERAL DYNAMICS CORPGD12,402$3,7480.27%
77RTX CORPORATIONRTX30,007$3,6360.26%
78AMER STATES WTR CO02989910142,229$3,5170.25%
79ABBOTT LABSABLZF30,390$3,4650.25%
80PROGRESS SOFTWARE CORP74331210050,521$3,4040.25%
81ARISTA NETWORKS INCANET8,767$3,3650.24%
82CSX CORPCSX93,000$3,2110.23%
83APPLIED INDL TECHNOLOGIES IN03820C10514,286$3,1880.23%
84ISHARES U S ETF TR46431W50762,104$3,1820.23%
85VANGUARD SPECIALIZED FUNDS92190884415,772$3,1240.23%
86ISHARES TR46428828132,533$3,0440.22%
87QUALYS INCQLYS23,396$3,0050.22%
88STEEL DYNAMICS INCSTLD23,422$2,9530.21%
89ISHARES TR46428858829,393$2,8160.20%
90REALTY INCOME CORPO40,958$2,7960.20%
91ISHARES TR46428780423,793$2,7830.20%
92PROCTER AND GAMBLE CO74271810915,863$2,7470.20%
93AXCELIS TECHNOLOGIES INCACLS25,940$2,7200.20%
94CHENIERE ENERGY INCLNG14,856$2,6720.19%
95DISCOVER FINL SVCS25470910818,577$2,6060.19%
96ISHARES TR46428724220,956$2,3680.17%
97CARRIER GLOBAL CORPORATIONCARR28,753$2,3140.17%
98CME GROUP INCCME10,472$2,3110.17%
99BANCORP INC DELTBBK43,165$2,3090.17%
100INTER PARFUMS INCINTR17,829$2,3080.17%
101INVESCO EXCHANGE TRADED FD TIVZ12,817$2,2960.17%
102MCKESSON CORPMCK4,640$2,2940.17%
103ALPHABET INCGOOG13,476$2,2530.16%
104EDWARDS LIFESCIENCES CORPEW34,000$2,2440.16%
105DECKERS OUTDOOR CORPDECK13,992$2,2310.16%
106GLOBUS MED INCGMED30,869$2,2080.16%
107GIBRALTAR INDS INC37468910731,450$2,1990.16%
108INTERCONTINENTAL EXCHANGE IN45866F10413,572$2,1800.16%
109LEMAITRE VASCULAR INCLMAT22,758$2,1140.15%
110DIAMONDBACK ENERGY INCFANG12,213$2,1060.15%
111HAMILTON LANE INCHLNE12,486$2,1030.15%
112CSW INDUSTRIALS INCCSW5,691$2,0850.15%
113SPS COMM INCSPSC10,691$2,0760.15%
114LOWES COS INC5486611077,574$2,0510.15%
115FEDERAL SIGNAL CORPFSS21,867$2,0440.15%
116UNITED PARCEL SERVICE INCUPS14,874$2,0280.15%
117TEXAS INSTRS INC8825081049,756$2,0150.15%
118FRANKLIN ELEC INCFELE19,013$1,9930.14%
119MARTEN TRANS LTDMRTN112,345$1,9890.14%
120J P MORGAN EXCHANGE TRADED F46641Q33233,339$1,9840.14%
121INVESCO QQQ TRIVZ4,042$1,9730.14%
122ELI LILLY & COLLY2,217$1,9640.14%
123VERISK ANALYTICS INCVRSK7,300$1,9560.14%
124AMERICAN WTR WKS CO INC NEW03042010312,799$1,8720.14%
125GRAYSCALE ETHEREUM TR ETH38963810784,373$1,8470.13%
126WALMART INCWMT22,569$1,8220.13%
127AXOS FINANCIAL INCAX27,345$1,7190.12%
128STRIDE INCLRN20,007$1,7070.12%
129PRICE T ROWE GROUP INCTROW15,300$1,6670.12%
130ADVANCED MICRO DEVICES INCAMD10,154$1,6660.12%
131AIRBNB INCABNB12,997$1,6480.12%
132XYLEM INCXYL12,201$1,6480.12%
133ISHARES TR46434V4648,354$1,6380.12%
134ACADIA PHARMACEUTICALS INCACAD99,781$1,5350.11%
135AZEK CO INC05478C10532,588$1,5250.11%
136VIPER ENERGY INCVNOM33,009$1,4890.11%
137DIGI INTL INC25379810249,734$1,3690.10%
138F&G ANNUITIES & LIFE INCFGSN30,457$1,3620.10%
139FIDELITY NATIONAL FINANCIALFNF21,643$1,3430.10%
140RLI CORPRLI8,505$1,3180.10%
141VANGUARD INDEX FDS9229086374,989$1,3140.10%
142TOLL BROTHERS INCTOL8,500$1,3130.10%
143J & J SNACK FOODS CORPJJSF7,608$1,3100.09%
144ISHARES TR46429B26755,694$1,3060.09%
145SPDR SER TR78468R66313,977$1,2830.09%
146CACTUS INCWHD21,191$1,2640.09%
147BANK AMERICA CORP06050510431,620$1,2550.09%
148ACUSHNET HLDGS CORPGOLF19,618$1,2510.09%
149COMMERCIAL METALS COCMC21,772$1,1970.09%
150BANK NEW YORK MELLON CORP06405810016,324$1,1730.08%
151SIMPLY GOOD FOODS COSMPL33,556$1,1670.08%
152D R HORTON INC23331A1096,006$1,1460.08%
153HAEMONETICS CORP MASSHAE13,890$1,1160.08%
154ISHARES TR46436E61924,762$1,0970.08%
155PACIRA BIOSCIENCES INCPCRX71,172$1,0710.08%
156HAWKINS INCHWKN8,379$1,0680.08%
157GRAYSCALE BITCOIN MINI TR BT389930108186,148$1,0480.08%
158YUM BRANDS INCYUM7,500$1,0480.08%
159FIFTH THIRD BANCORPFITBM24,110$1,0330.07%
160GILEAD SCIENCES INCGILD12,132$1,0170.07%
161PHILLIPS 66PSX7,706$1,0130.07%
162ISHARES SILVER TRSLV33,988$9660.07%
163PFIZER INCPFE32,947$9530.07%
164WELLS FARGO CO NEW949746804737$9450.07%
165ISHARES TR4642876717,104$9370.07%
166ISHARES TR46429B6637,835$9220.07%
167CUMMINS INCCMI2,747$8890.06%
168ITT INCITT5,900$8820.06%
169CONOCOPHILLIPSCOP8,205$8640.06%
170ISHARES INC46434G86323,619$8600.06%
171PEPSICO INCPEP5,040$8570.06%
172TRAVELERS COMPANIES INCTRV3,595$8420.06%
173ISHARES TR46435G19334,308$8160.06%
174CHENIERE ENERGY PARTNERS LPLNG16,718$8150.06%
175US BANCORP DELUSB-PS17,748$8120.06%
176WASTE MGMT INC DEL94106L1093,897$8090.06%
177PNC FINL SVCS GROUP INC6934751054,311$7970.06%
178MATCH GROUP INC NEWMTCH20,951$7930.06%
179ETSY INCETSY14,235$7900.06%
180VANGUARD INDEX FDS9229083631,480$7810.06%
181MEDTRONIC PLCMDT8,484$7640.06%
182GE HEALTHCARE TECHNOLOGIES IGEHC8,135$7630.06%
183ISHARES TR46435U54915,703$7630.06%
184BRISTOL-MYERS SQUIBB COCELG-RI14,734$7620.06%
185VANGUARD INDEX FDS9229087692,666$7550.05%
186SNOWFLAKE INCSNOW6,300$7240.05%
187INTUITINTU1,163$7220.05%
188ISHARES TR46428862013,711$7210.05%
189ISHARES TR4642873097,507$7190.05%
190NUVEEN CA QUALTY MUN INCOMENU60,226$7160.05%
191ISHARES TR46436E76714,309$7020.05%
192ALLSTATE CORPALL-PJ3,697$7010.05%
193THE TRADE DESK INC88339J1056,310$6920.05%
194DIMENSIONAL ETF TRUST25434V87215,422$6660.05%
195VANGUARD WHITEHALL FDS9219464065,170$6630.05%
196V F CORPVFC33,220$6630.05%
197ANALOG DEVICES INCADI2,748$6320.05%
198CATERPILLAR INCCAT1,576$6160.04%
199SOUTHERN COSOMN6,770$6110.04%
200TIDEWATER INC NEWTDGMW8,411$6040.04%
201UBER TECHNOLOGIES INCUBER7,432$5590.04%
202NETFLIX INCNFLX751$5330.04%
203VERIZON COMMUNICATIONS INCVZ11,636$5230.04%
204CLOUDFLARE INCNET6,395$5170.04%
205FIRST HORIZON CORPORATIONFHN-PH33,100$5140.04%
206GE VERNOVA INCGEV1,986$5060.04%
207GLOBAL X FDS37954Y48328,047$5060.04%
208TIMKEN COTKR5,974$5040.04%
209WELLTOWER INCWELL3,844$4920.04%
210VANGUARD INDEX FDS9229087361,266$4860.04%
211SCHWAB STRATEGIC TR8085247975,720$4830.03%
212BOEING COBA-PA3,151$4790.03%
213FORD MTR CO34537086045,077$4760.03%
214VANGUARD WORLD FD92204A8762,715$4730.03%
215ISHARES TR46429B5988,089$4730.03%
216ESSEX PPTY TR INC2971781051,590$4700.03%
217HEALTHCARE RLTY TR42226K10525,690$4660.03%
218ISHARES INC4642865254,051$4640.03%
219SUN CMNTYS INC8666741043,420$4620.03%
220SEMPRASREA5,509$4610.03%
221VANGUARD SCOTTSDALE FDS92206C8705,450$4560.03%
222BLACKROCK ETF TRUSTBLK7,019$4400.03%
223PHILIP MORRIS INTL INC7181721093,584$4350.03%
224KIMBERLY-CLARK CORPKMB3,028$4310.03%
225CROWDSTRIKE HLDGS INCCRWD1,498$4200.03%
226GRAYSCALE ETHEREUM MINI TR E38964R104171,520$4190.03%
227VANGUARD INDEX FDS9229087442,391$4170.03%
228COUSINS PPTYS INC22279550214,050$4140.03%
229ENPHASE ENERGY INCENPH3,647$4120.03%
230ISHARES TR46428868712,287$4080.03%
231PAYPAL HLDGS INCPYPL5,220$4070.03%
232WEC ENERGY GROUP INCWEC4,173$4010.03%
233ELEVANCE HEALTH INCELV772$4010.03%
234DUTCH BROS INCBROS12,370$3960.03%
235SCHWAB STRATEGIC TR8085243003,754$3910.03%
236VANGUARD INTL EQUITY INDEX F9220427756,160$3880.03%
237TARGET CORPTGT2,491$3880.03%
238CHUBB LIMITEDCB1,320$3810.03%
239ISHARES TR46428844812,529$3790.03%
240VANGUARD WORLD FD9219107333,700$3760.03%
241GE AEROSPACE3696043011,977$3730.03%
242ZOETIS INCZTS1,905$3720.03%
243INTRA-CELLULAR THERAPIES INC46116X1015,000$3660.03%
244HUNTINGTON BANCSHARES INCHBANP24,581$3610.03%
245CVS HEALTH CORPCVS5,736$3610.03%
246MORGAN STANLEYMS-PQ3,436$3580.03%
247FIRST TR EXCHNG TRADED FD VI33740F8057,897$3570.03%
248NUVEEN CALIFORNIA AMT QLT MUNU25,994$3530.03%
249STRYKER CORPORATIONSYK956$3450.02%
250DELTA AIR LINES INC DELDAL6,800$3450.02%
251HP INCHPQ9,600$3440.02%
252VANGUARD BD INDEX FDS9219378354,582$3440.02%
253INTEL CORPINTC14,315$3360.02%
254FS KKR CAP CORPFSK16,155$3190.02%
255LINDE PLCLIN657$3130.02%
256INNOVATIVE INDL PPTYS INCINHD2,216$2980.02%
257UDEMY INCUDMY40,000$2980.02%
258ISHARES BITCOIN TRUST ETFIBIT8,173$2950.02%
259SCHWAB STRATEGIC TR8085246075,651$2910.02%
260NEXTERA ENERGY PARTNERS LPNEE-PW10,471$2890.02%
261CAMBRIA ETF TR1320612013,990$2890.02%
262ISHARES TR4642885702,651$2880.02%
263ISHARES TR4642898674,808$2850.02%
264ISHARES TR46429B6555,535$2830.02%
265ISHARES TR4642872346,138$2810.02%
266ISHARES TR4642888022,327$2800.02%
267NORTHWEST BANCSHARES INC MDNWBI20,850$2790.02%
268SSGA ACTIVE ETF TR78467V8486,700$2770.02%
269ENERGY TRANSFER L PET-PI17,120$2750.02%
270NETAPP INCNTAP2,200$2720.02%
271HA SUSTAINABLE INFRA CAP INC41068X1007,855$2710.02%
272APPLIED MATLS INC0382221051,329$2690.02%
273SPDR SER TR78464A7631,885$2680.02%
274AT&T INCT-PC12,030$2650.02%
275SPDR DOW JONES INDL AVERAGE78467X109624$2640.02%
276PALO ALTO NETWORKS INCPANW761$2600.02%
277ISHARES TR464287689792$2590.02%
278ISHARES TR4642871681,917$2590.02%
279KB HOMEKBH3,001$2570.02%
280SHOPIFY INCSHOP3,184$2550.02%
281DIMENSIONAL ETF TRUST25434V5915,000$2540.02%
282ISHARES TR46435G1022,966$2480.02%
283NATIONAL STORAGE AFFILIATESNSA-PB5,150$2480.02%
284DELL TECHNOLOGIES INCDELL2,019$2390.02%
285VANGUARD INDEX FDS9229087511,003$2380.02%
286VANGUARD INDEX FDS9229085532,420$2360.02%
287SELECT SECTOR SPDR TR81369Y5062,656$2330.02%
288DUKE ENERGY CORP NEWDUKB1,982$2280.02%
289MCCORMICK & CO INCMKC-V2,718$2240.02%
2903M COMMM1,641$2240.02%
291SPDR INDEX SHS FDS78463X8895,817$2180.02%
292ILLINOIS TOOL WKS INC452308109827$2170.02%
293FREEPORT-MCMORAN INCFCX4,303$2150.02%
294KLA CORPKLAC276$2140.02%
295CHURCH & DWIGHT CO INCCHD2,020$2120.02%
296AUTOZONE INCAZO67$2110.02%
297PROSHARES TR74347B42519,230$2090.02%
298OTIS WORLDWIDE CORPOTIS2,000$2080.02%
299SMITH A O CORPAOS2,309$2070.01%
300ALTRIA GROUP INCMO4,055$2070.01%
301ELDORADO GOLD CORP NEW28490250911,900$2070.01%
302VANECK ETF TRUST92189F1065,200$2070.01%
303COLGATE PALMOLIVE COCL1,985$2060.01%
304NORWEGIAN CRUISE LINE HLDG LNCLH10,001$2050.01%
305NEXTERA ENERGY INCNEE-PW2,392$2020.01%
306KEYSIGHT TECHNOLOGIES INCKEYS1,274$2020.01%
307NUVEEN TAXABLE MUNICPAL INMNU11,596$1930.01%
308NUVEEN MUN HIGH INCOME OPPORNU15,657$1830.01%
309EOS ENERGY ENTERPRISES INCEOSE45,000$1340.01%
310EATON VANCE TAX-MANAGED GLOBETN14,350$1250.01%
311FS CREDIT OPPORTUNITIES CORPFSCO16,617$1060.01%
312TETRA TECHNOLOGIES INC DEL88162F10533,100$1030.01%
313LXP INDUSTRIAL TRUSTLXP-PC10,022$1010.01%
314VALLEY NATL BANCORP91979410710,200$920.01%
315CHEGG INCCHGG41,000$730.01%
316BUMBLE INCBMBL10,300$660.00%
317CHARGEPOINT HOLDINGS INCCHPT40,650$560.00%
318XERIS BIOPHARMA HOLDINGS INCXERS18,026$510.00%
319ORION OFFICE REIT INCONL12,200$490.00%