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  Name: Van Hulzen Asset Management LLC
  City: EL DORADO HILLS
  State: CA
  Zip: 95762
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,421,805,000
  Total Value Change : $121,701,000
  Securities Held Change : 10
   
All Securities Held : 309
  New Positions : 20
  Closed Positions : 14
  Increased Positions : 123
  Unchanged Positions : 48
  Decreased Positions : 118

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Holdings Found : 14     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DVN)1 Year Chart         DVN Devon Energy Corp 311 Closed $50.40 $0 0 0% -253,000 -5,301 0    Independent Oil & Gas
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 317 Closed $34.60 $0 0 0% -286,000 -9,230 0    Closed - End Fund - E...
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 323 Closed $0.00 $0 0 0% -247,000 -2,451 0    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 310 Closed $106.20 $0 0 0% -234,000 -2,280 0    Closed - End Fund - E...
   (SP)1 Year Chart         SP SP Plus Corp 316 Closed $51.66 $0 0 0% -1,623,000 -44,948 0    Consumer Services
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 322 Closed $88.15 $0 0 0% -1,345,000 -17,876 0    Electric Utilities
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 315 Closed $574.99 $0 0 0% -233,000 -461 0    Medical Laboratories ...
   (LEV)1 Year Chart         LEV Lion Electric Co 321 Closed $0.94 $0 0 0% -21,000 -11,500 0    N/A
   (SUSB)1 Year Chart         SUSB Ishares Esg 1 To 5 Year Usd... 314 Closed $0.00 $0 0 0% -220,000 -9,267 0    N/A
   (ATVI)1 Year Chart         ATVI Activision Blizzard Inc 320 Closed $94.42 $0 0 0% -538,000 -5,744 0    Multimedia & Graphics...
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 313 Closed $61.29 $0 0 0% -221,000 -4,214 0    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 319 Closed $57.16 $0 0 0% -4,030,000 -16,164 0    Closed - End Fund - E...
   (DRI)1 Year Chart         DRI Darden Restaurants Inc 312 Closed $151.15 $0 0 0% -2,996,000 -20,922 0    Restaurants
   (MKC)1 Year Chart         MKC McCormick & Co Inc 318 Closed $74.55 $0 0 0% -204,000 -2,700 0    Processed & Packaged ...
      14 Records Found
  1    
Page 1 of 1
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