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Van Hulzen Asset Management, LLC Buys Vertex Pharmaceuticals Inc, Microsoft Corp, AbbVie Inc, ...

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El Dorado Hills, CA, based Investment company Van Hulzen Asset Management, LLC (Current Portfolio) buys Vertex Pharmaceuticals Inc, Microsoft Corp, AbbVie Inc, eBay Inc, Cisco Systems Inc, sells Dollar General Corp, Johnson & Johnson, Tesla Inc, Citigroup Inc, Newmont Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Van Hulzen Asset Management, LLC. As of 2021Q4, Van Hulzen Asset Management, LLC owns 304 stocks with a total value of $915 million. These are the details of the buys and sells.

  • New Purchases: VRTX, EBAY, DRI, EW, CSX, CRM, GD, RTX, CTSH, WFCPL.PFD, XYL, CARR, ELS, OTIS, WEC, BIP, TXRH, ITT, GOLD, COP, PSX, OKTA, KFY, MEAR, LNG, FIGS, BND, ONL, DBC, IWM, FCX, SPTM, CHD, CAT, VEU, KIND, SPIP, WBA, ET, CB, UNP, M, DHI, AMAT, BTG, AGI,

  • Added Positions: MSFT, ABBV, CSCO, ICE, VZ, FB, ORCL, BAC, MMM, JPM, ADBE, TIP, CVX, DE, MO, AMZN, D, MRK, GILD, GE, GLD, CLX, BRK.A, KMB, V, GOOGL, NEAR, LQD, WMT, USMV, LRCX, TXN, BNTX, IAU, SPY, CMCSA, MRNA, QCOM, MA, KMI, AAPL, DOCU, EFV, ADUS, PYPL, AZEK, IJR, PCRX, ETSY, MTUM, NVDA, ESGU, EUSB, COST, ETN, ILMN, MRTN, ROP, AWK, FIVE, QLYS, LITE, CSWI, EFG, USIG, T, AWR, AMGN, CVS, DHR, F, FELE, HELE, HD, INTC, LMT, MANT, FIZZ, PAAS, PRGS, SWKS, STLD, UPS, UNH, LMAT, JAZZ, VFF, PNR, TLRY, TLRY, IR, FOCS, ORGN, HDV, JPST, SH, SIZE, ABC, FCFS, FHN, WELL, IBM, NWBI, SGEN, SO, NAC, FNV, BEP, KL, FSK, NEP, SQ, BCSF, CRBN, DMXF, ESGD, ESML, FLOT, IUSG, PFF, VTV,

  • Reduced Positions: DG, JNJ, TSLA, C, NEM, DOW, GOVT, BHP, AGG, BBY, ESGE, COMT, BMY, IGIB, AMD, SHY, VNQ, SYY, TGT, BGS, XLK, VLUE, SUSB, STZ, LHCG, DECK, QUAL, MBB, ACWV, VTI, DBL, XSOE, SBUX, NVO, HAIN, ROCK, XOM, AXL, PNC, WPC, BIL, MRCY, MCD, DVY, EEM, EMB, BA, VYM, IEFA, BRK.B, SLV, TLT, UUP, VIG, AX, NET, O, RCL, PG, CQP, PFE, JRI, CEF, BANX, CFG, WM, PEP, VPU, YUM, EXG, WCN, COIN, VCIT, ABT, KO, SUSA, SPSM, SPDW, NBB, DLR, FITB, KOR, KOR, DSL, DSI, SHOP, TTD, IIPR, AOR,

  • Sold Out: NFLX, TSM, NIO, ROG, IRM, PBH, PRG, SHW, SPOT, TROW, TJX, VEA, AEPPZ, USB, ATVI, REGN, BKNG, K, APH, ALL, ENBL, JQC, UROY, KD,


For the details of Van Hulzen Asset Management, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/van+hulzen+asset+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Van Hulzen Asset Management, LLC

  1. Apple Inc (AAPL) - 297,803 shares, 5.78% of the total portfolio. Shares added by 1.11%

  2. Microsoft Corp (MSFT) - 87,971 shares, 3.23% of the total portfolio. Shares added by 86.54%

  3. Tesla Inc (TSLA) - 24,703 shares, 2.85% of the total portfolio. Shares reduced by 20.9%

  4. Cisco Systems Inc (CSCO) - 398,263 shares, 2.76% of the total portfolio. Shares added by 48.34%

  5. AbbVie Inc (ABBV) - 184,903 shares, 2.74% of the total portfolio. Shares added by 64.92%

New Purchase: Vertex Pharmaceuticals Inc (VRTX)

Van Hulzen Asset Management, LLC initiated holding in Vertex Pharmaceuticals Inc. The purchase prices were between $177.01 and $223.45, with an estimated average price of $194.99. The stock is now traded at around $242.980000. The impact to a portfolio due to this purchase was 1.68%. The holding were 69,901 shares as of 2021-12-31.

New Purchase: eBay Inc (EBAY)

Van Hulzen Asset Management, LLC initiated holding in eBay Inc. The purchase prices were between $63.71 and $80.59, with an estimated average price of $71.31. The stock is now traded at around $59.820000. The impact to a portfolio due to this purchase was 0.94%. The holding were 129,167 shares as of 2021-12-31.

New Purchase: Darden Restaurants Inc (DRI)

Van Hulzen Asset Management, LLC initiated holding in Darden Restaurants Inc. The purchase prices were between $136.66 and $157.34, with an estimated average price of $147.72. The stock is now traded at around $137.730000. The impact to a portfolio due to this purchase was 0.86%. The holding were 52,100 shares as of 2021-12-31.

New Purchase: Edwards Lifesciences Corp (EW)

Van Hulzen Asset Management, LLC initiated holding in Edwards Lifesciences Corp. The purchase prices were between $106.37 and $130.68, with an estimated average price of $116.86. The stock is now traded at around $112.320000. The impact to a portfolio due to this purchase was 0.52%. The holding were 36,700 shares as of 2021-12-31.

New Purchase: CSX Corp (CSX)

Van Hulzen Asset Management, LLC initiated holding in CSX Corp. The purchase prices were between $30.51 and $37.6, with an estimated average price of $35.38. The stock is now traded at around $34.345000. The impact to a portfolio due to this purchase was 0.38%. The holding were 93,000 shares as of 2021-12-31.

New Purchase: Salesforce.com Inc (CRM)

Van Hulzen Asset Management, LLC initiated holding in Salesforce.com Inc. The purchase prices were between $247.21 and $309.96, with an estimated average price of $280.77. The stock is now traded at around $220.080000. The impact to a portfolio due to this purchase was 0.34%. The holding were 12,270 shares as of 2021-12-31.

Added: Microsoft Corp (MSFT)

Van Hulzen Asset Management, LLC added to a holding in Microsoft Corp by 86.54%. The purchase prices were between $283.11 and $343.11, with an estimated average price of $325.12. The stock is now traded at around $307.480000. The impact to a portfolio due to this purchase was 1.5%. The holding were 87,971 shares as of 2021-12-31.

Added: AbbVie Inc (ABBV)

Van Hulzen Asset Management, LLC added to a holding in AbbVie Inc by 64.92%. The purchase prices were between $107.43 and $135.93, with an estimated average price of $118.5. The stock is now traded at around $141.020000. The impact to a portfolio due to this purchase was 1.08%. The holding were 184,903 shares as of 2021-12-31.

Added: Cisco Systems Inc (CSCO)

Van Hulzen Asset Management, LLC added to a holding in Cisco Systems Inc by 48.34%. The purchase prices were between $53.25 and $63.96, with an estimated average price of $57.22. The stock is now traded at around $55.290000. The impact to a portfolio due to this purchase was 0.9%. The holding were 398,263 shares as of 2021-12-31.

Added: Intercontinental Exchange Inc (ICE)

Van Hulzen Asset Management, LLC added to a holding in Intercontinental Exchange Inc by 49.44%. The purchase prices were between $114.7 and $138.81, with an estimated average price of $132.79. The stock is now traded at around $129.970000. The impact to a portfolio due to this purchase was 0.9%. The holding were 182,203 shares as of 2021-12-31.

Added: Meta Platforms Inc (FB)

Van Hulzen Asset Management, LLC added to a holding in Meta Platforms Inc by 118.71%. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is now traded at around $239.948100. The impact to a portfolio due to this purchase was 0.8%. The holding were 39,878 shares as of 2021-12-31.

Added: Verizon Communications Inc (VZ)

Van Hulzen Asset Management, LLC added to a holding in Verizon Communications Inc by 52.47%. The purchase prices were between $49.77 and $54.53, with an estimated average price of $52.14. The stock is now traded at around $53.375400. The impact to a portfolio due to this purchase was 0.8%. The holding were 407,884 shares as of 2021-12-31.

Sold Out: Netflix Inc (NFLX)

Van Hulzen Asset Management, LLC sold out a holding in Netflix Inc. The sale prices were between $586.73 and $691.69, with an estimated average price of $639.23.

Sold Out: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Van Hulzen Asset Management, LLC sold out a holding in Taiwan Semiconductor Manufacturing Co Ltd. The sale prices were between $109.02 and $124.75, with an estimated average price of $117.32.

Sold Out: NIO Inc (NIO)

Van Hulzen Asset Management, LLC sold out a holding in NIO Inc. The sale prices were between $28.16 and $43.2, with an estimated average price of $36.74.

Sold Out: Rogers Corp (ROG)

Van Hulzen Asset Management, LLC sold out a holding in Rogers Corp. The sale prices were between $182.32 and $273.38, with an estimated average price of $244.94.

Sold Out: Iron Mountain Inc (IRM)

Van Hulzen Asset Management, LLC sold out a holding in Iron Mountain Inc. The sale prices were between $42.63 and $52.77, with an estimated average price of $47.38.

Sold Out: Prestige Consumer Healthcare Inc (PBH)

Van Hulzen Asset Management, LLC sold out a holding in Prestige Consumer Healthcare Inc. The sale prices were between $55.92 and $63.3, with an estimated average price of $59.47.



Here is the complete portfolio of Van Hulzen Asset Management, LLC. Also check out:

1. Van Hulzen Asset Management, LLC's Undervalued Stocks

2. Van Hulzen Asset Management, LLC's Top Growth Companies, and

3. Van Hulzen Asset Management, LLC's High Yield stocks

4. Stocks that Van Hulzen Asset Management, LLC keeps buyingThis article first appeared on GuruFocus.