Van Hulzen Asset Management, LLC Diversified Active

CIK: 0001600145 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 13, 2014

Total Value ($000): $98,891 (100.0% shares, 0.0% debt)

Holdings (83)

INTC INTEL CORP 4.4%
Value ($000) $4,369 Shares 169,241 Est. Cost $17.98 Unrealized +3.9%
MSFT MICROSOFT CORP 3.7%
Value ($000) $3,645 Shares 88,929 Est. Cost $30.02 Unrealized +4.1%
EBAY EBAY INC 3.5%
Value ($000) $3,473 Shares 62,878 Est. Cost $20.67 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP DEL 3.4%
Value ($000) $3,324 Shares 34,884 Est. Cost $62.47 Unrealized 0.0%
ENSCO PLC 3.3%
Value ($000) $3,261 Shares 61,794 Est. Cost $55.54 Unrealized
GENERAL ELECTRIC CO 3.2%
Value ($000) $3,188 Shares 123,120 Est. Cost $26.51 Unrealized
MEAD JOHNSON NUTRITION CO 3.1%
Value ($000) $3,056 Shares 36,758 Est. Cost $83.74 Unrealized
WMT WAL-MART STORES INC 3.0%
Value ($000) $2,996 Shares 39,202 Est. Cost $20.31 Unrealized -2.0%
SPY SPDR S&P 500 ETF TR 3.0%
Value ($000) $2,960 Shares 15,829 Est. Cost $184.69 Unrealized
SYY SYSCO CORP 2.9%
Value ($000) $2,864 Shares 79,263 Est. Cost $24.38 Unrealized +7.1%
CVX CHEVRON CORP NEW 2.7%
Value ($000) $2,636 Shares 22,170 Est. Cost $72.49 Unrealized -2.9%
MPT MEDICAL PPTYS TRUST 2.4%
Value ($000) $2,371 Shares 185,370 Est. Cost $12.22 Unrealized
SO SOUTHERN CO 2.4%
Value ($000) $2,359 Shares 53,684 Est. Cost $25.27 Unrealized 0.0%
TORTOISE MLP FD INC 2.3%
Value ($000) $2,231 Shares 83,522 Est. Cost $27.28 Unrealized
F FORD MTR CO DEL 2.2%
Value ($000) $2,218 Shares 142,163 Est. Cost $8.85 Unrealized -5.4%
DECK DECKERS OUTDOOR CORP 2.2%
Value ($000) $2,184 Shares 27,393 Est. Cost $12.39 Unrealized +6.8%
QCOM QUALCOMM INC 2.1%
Value ($000) $2,072 Shares 26,278 Est. Cost $50.70 Unrealized +6.6%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $1,912 Shares 19,569 Est. Cost $55.94 Unrealized +3.8%
CSCO CISCO SYS INC 1.8%
Value ($000) $1,825 Shares 81,441 Est. Cost $15.20 Unrealized +0.6%
TSLA TESLA MTRS INC 1.8%
Value ($000) $1,803 Shares 8,650 Est. Cost $10.21 Unrealized +31.2%
CHRW C H ROBINSON WORLDWIDE 1.8%
Value ($000) $1,760 Shares 33,598 Est. Cost $44.08 Unrealized -6.7%
WMB WILLIAMS COS INC DEL 1.7%
Value ($000) $1,708 Shares 42,091 Est. Cost $19.10 Unrealized +9.6%
KO COCA COLA CO 1.7%
Value ($000) $1,668 Shares 43,137 Est. Cost $26.90 Unrealized -1.3%
WFC WELLS FARGO & CO NEW 1.6%
Value ($000) $1,622 Shares 32,607 Est. Cost $30.76 Unrealized +8.6%
AETNA INC NEW 1.5%
Value ($000) $1,514 Shares 20,191 Est. Cost $68.59 Unrealized
SYK STRYKER CORP 1.5%
Value ($000) $1,454 Shares 17,850 Est. Cost $63.06 Unrealized +9.5%
SOUTHWESTERN ENERGY CO 1.5%
Value ($000) $1,452 Shares 31,550 Est. Cost $39.34 Unrealized
MEDTRONIC INC 1.4%
Value ($000) $1,423 Shares 23,131 Est. Cost $58.92 Unrealized
EMR EMERSON ELEC CO 1.3%
Value ($000) $1,266 Shares 18,954 Est. Cost $48.14 Unrealized -0.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 1.2%
Value ($000) $1,199 Shares 22,686 Est. Cost $40.10 Unrealized
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $1,113 Shares 13,815 Est. Cost $58.01 Unrealized -2.6%
CQP CHENIERE ENERGY PARTNERS LP 1.1%
Value ($000) $1,077 Shares 35,890 Est. Cost $28.74 Unrealized
GOOGLE INC 1.1%
Value ($000) $1,070 Shares 960 Est. Cost $1120.45 Unrealized
CHICAGO BRIDGE & IRON CO N V 1.1%
Value ($000) $1,068 Shares 12,252 Est. Cost $83.12 Unrealized
VANGUARD NAT RES LLC 1.1%
Value ($000) $1,066 Shares 35,812 Est. Cost $29.55 Unrealized
WELLS FARGO & CO NEW 1.0%
Value ($000) $1,031 Shares 879 Est. Cost $1111.18 Unrealized
UNITED TECHNOLOGIES CORP 1.0%
Value ($000) $1,018 Shares 8,709 Est. Cost $113.83 Unrealized
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $984 Shares 10,108 Est. Cost $64.17 Unrealized 0.0%
DEM WISDOMTREE 1.0%
Value ($000) $964 Shares 19,647 Est. Cost $51.01 Unrealized
DE DEERE & CO 1.0%
Value ($000) $941 Shares 10,359 Est. Cost $70.10 Unrealized 0.0%
ELLINGTON FINANCIAL LLC 0.9%
Value ($000) $924 Shares 38,800 Est. Cost $22.72 Unrealized
JNJ JOHNSON & JOHNSON 0.8%
Value ($000) $834 Shares 8,486 Est. Cost $65.82 Unrealized +1.2%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $768 Shares 3,990 Est. Cost $106.40 Unrealized +2.7%
LORILLARD INC 0.8%
Value ($000) $765 Shares 14,155 Est. Cost $54.04 Unrealized
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $735 Shares 4,500 Est. Cost $113.36 Unrealized 0.0%
JOHNSON CTLS INC 0.7%
Value ($000) $729 Shares 15,396 Est. Cost $51.07 Unrealized
CRESTWOOD MIDSTREAM PARTNERS 0.7%
Value ($000) $673 Shares 29,870 Est. Cost $24.75 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $672 Shares 6,859 Est. Cost $70.01 Unrealized +0.4%
FAMILY DLR STORES INC 0.7%
Value ($000) $671 Shares 11,566 Est. Cost $64.98 Unrealized
META FACEBOOK INC 0.6%
Value ($000) $616 Shares 10,230 Est. Cost $49.86 Unrealized +26.2%
HUM HUMANA INC 0.6%
Value ($000) $609 Shares 5,400 Est. Cost $94.71 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.6%
Value ($000) $608 Shares 10,500 Est. Cost $44.38 Unrealized -4.9%
PPL PPL CORP 0.6%
Value ($000) $564 Shares 17,012 Est. Cost $16.37 Unrealized +4.3%
GT ADVANCED TECHNOLOGIES 0.6%
Value ($000) $546 Shares 32,000 Est. Cost $8.71 Unrealized
WESTERN ASSET MTG CAP CORP 0.5%
Value ($000) $526 Shares 33,643 Est. Cost $14.94 Unrealized
O REALTY INCOME CORP 0.5%
Value ($000) $519 Shares 12,703 Est. Cost $21.68 Unrealized +4.7%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $485 Shares 5,922 Est. Cost $47.83 Unrealized -6.5%
PFE PFIZER INC 0.4%
Value ($000) $423 Shares 13,168 Est. Cost $17.62 Unrealized +3.3%
MO ALTRIA GROUP INC 0.4%
Value ($000) $416 Shares 11,103 Est. Cost $17.15 Unrealized -0.1%
HEALTHCARE TR AMER INC 0.4%
Value ($000) $410 Shares 36,000 Est. Cost $9.98 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $409 Shares 7,879 Est. Cost $34.16 Unrealized +5.2%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $386 Shares 8,115 Est. Cost $26.40 Unrealized -2.0%
DEO DIAGEO P L C 0.4%
Value ($000) $385 Shares 3,088 Est. Cost $132.45 Unrealized
AGG ISHARES 0.4%
Value ($000) $364 Shares 3,375 Est. Cost $106.37 Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $358 Shares 2,400 Est. Cost $96.50 Unrealized +5.0%
PATTERN ENERGY GROUP INC 0.3%
Value ($000) $328 Shares 12,100 Est. Cost $30.33 Unrealized
MARKET VECTORS ETF TR 0.3%
Value ($000) $303 Shares 5,581 Est. Cost $54.57 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.3%
Value ($000) $281 Shares 4,833 Est. Cost $47.19 Unrealized +17.0%
IVV ISHARES 0.3%
Value ($000) $272 Shares 1,448 Est. Cost $185.77 Unrealized
INFY INFOSYS LTD 0.3%
Value ($000) $271 Shares 5,000 Est. Cost $56.60 Unrealized
EPP ISHARES 0.3%
Value ($000) $267 Shares 5,561 Est. Cost $46.86 Unrealized
HCP INC 0.3%
Value ($000) $262 Shares 6,744 Est. Cost $36.33 Unrealized
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $250 Shares 3,206 Est. Cost $75.17 Unrealized
INVESTORS REAL ESTATE TR 0.3%
Value ($000) $249 Shares 27,700 Est. Cost $8.59 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 0.3%
Value ($000) $249 Shares 7,534 Est. Cost $28.47 Unrealized 0.0%
V VISA INC 0.2%
Value ($000) $243 Shares 1,127 Est. Cost $46.29 Unrealized +10.4%
WISCONSIN ENERGY CORP 0.2%
Value ($000) $234 Shares 5,034 Est. Cost $41.28 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $222 Shares 3,660 Est. Cost $39.63 Unrealized +6.2%
DRYSHIPS INC 0.2%
Value ($000) $209 Shares 64,700 Est. Cost $4.37 Unrealized
T AT&T INC 0.2%
Value ($000) $202 Shares 5,747 Est. Cost $11.17 Unrealized -2.9%
PHM PULTE GROUP INC 0.2%
Value ($000) $192 Shares 10,000 Est. Cost $17.01 Unrealized 0.0%
VRINGO INC 0.2%
Value ($000) $164 Shares 47,200 Est. Cost $2.96 Unrealized
FRONTIER COMMUNICATIONS 0.2%
Value ($000) $153 Shares 26,778 Est. Cost $4.65 Unrealized