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| Happy Holidays!! thanks for using AUM13F!! |
| van Hulzen Asset Management LLC
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| CRD # | 116632 |
| SEC # | 801-61884 |
| CIK # | 0001600145 |
| AUM | $1.9 B (2025-05-20) |
| Employees | 23 (65% Investors, 0% Brokers) |
| Phone | 916-608-4284 |
| Address | 4370 Town Center Blvd El Dorado Hills, CA 95762 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001600145 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 78.0 | ||
| Microsoft Corp | 54.1 | ||
| Cisco Systems Inc | 36.1 | ||
| International Business Machines Corp | 33.3 | ||
| Alphabet Inc | 30.1 | ||
| Broadcom Inc | 27.8 | ||
| Tesla Motors Inc | 26.9 | ||
| Gallagher Arthur J & Co | 26.6 | ||
| Fidelity Wise Origin Bitcoin Fund | 24.4 | ||
| McDonalds Corp | 24.1 | ||
| Facebook Inc | 22.2 | ||
| Automatic Data Processing Inc | 21.7 | ||
| Danaher Corp /DE/ | 19.7 | ||
| Johnson & Johnson | 19.4 | ||
| Eaton Corp Ltd | 19.1 | ||
| Nvidia Corp | 18.4 | ||
| Amazon Com Inc | 18.4 | ||
| Procter & Gamble Co | 15.6 | ||
| Lam Research Corp | 15.5 | ||
| Coca Cola Co | 14.7 | ||
| Exxon Mobil Corp | 14.7 | ||
| Costco Wholesale Corp /NEW | 14.3 | ||
| J P Morgan Chase & Co | 13.5 | ||
| Royal Dutch Shell PLC | 12.9 | ||
| iShares Comex Gold Trust | 12.4 | ||
| Exelon Corp | 11.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,053 | 420.4 |
| (b) Individuals (high net worth individuals) | 227 | 978.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 298.3 |
| (g) Pension and profit sharing plans | 16 | 22.0 |
| (h) Charitable organizations | 42 | 42.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 41 | 97.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,701 | 1,859.9 |
| By Discretionary | ||
| Discretionary | 2,681 | 1,849.3 |
| Non-Discretionary | 20 | 10.6 |
| Total | 2,701 | 1,859.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.9 | |
| United States Persons | 1,853.0 | |
| Total | 2,701 | 1,859.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001600145] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
van Hulzen Asset Management LLC
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|
CA | 1.9 |
|
MW Investment Strategy
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|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kiley Juergens Wealth Management LLC
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|
WA | 1.9 |
|
Heitman Real Estate Securities LLC
✚
|
IL | 1.9 |
|
Boston Family Office LLC
✚
|
MA | 1.9 |
|
Suncoast Equity Management LLC
✚
|
FL | 1.9 |
|
Avity Investment Management Inc
✚
|
CT | 1.9 |
|
Albion Management Group
✚
|
UT | 1.9 |
|
Rather & Kittrell Inc
✚
|
TN | 1.9 |
|
Private Wealth Asset Management LLC
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|
NE | 1.8 |
|
Balis Enterprises LLC
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|
1.8 | |
|
Traynor Capital Management Inc
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|
PA | 1.8 |