Van Hulzen Asset Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Van Hulzen Asset Management, LLC reported 1,153 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 7.6% of the portfolio, followed by Microsoft (MSFT, 4.3%) and Alphabet Class A (GOOGL, 3.2%). Compared with Q3 2024, it opened 838 new positions, sold out of 3, added to 150 and reduced 118. The biggest buy was Procter & Gamble (PG, shares +658%) and the biggest sale an exit from Best Buy (BBY).
- Most Recent 13F
- Q2 2026
- Location
- EL DORADO HILLS, CA
- CIK
- 0001600145
- Portfolio Value
- $1.4B (Q4 2024)
- SEC Filing
- 0001600145-25-000001 ↗ filed Feb 10, 2025
Holdings Value
Holdings 1,153 stocks · $1.4B
| AAPL Apple Inc. | 7.55% | 412,195 | $103.2M | Reduce -10.2% |
| MSFT Microsoft Corp. | 4.35% | 140,920 | $59.4M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 3.20% | 230,790 | $43.7M | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.83% | 175,755 | $38.6M | Reduce -5.7% |
| ABBV Abbvie Inc. | 2.20% | 169,374 | $30.1M | Add +1.8% |
| TSLA Tesla Inc. | 2.19% | 74,271 | $30.0M | Add +0.8% |
| MCD McDonald's Corp. | 2.19% | 103,389 | $30.0M | Add +2.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.04% | 98,039 | $27.8M | Add +2.0% |
| CSCO Cisco Systems Inc. | 1.89% | 436,739 | $25.9M | Reduce -0.2% |
| ETN Eaton Corp. PLC | 1.72% | 70,929 | $23.5M | Add +0.0% |
| QUAL iShares MSCI USA Quality Fac | 1.69% | 129,686 | $23.1M | Add +1.7% |
| ADP Automatic Data Processing | 1.67% | 77,895 | $22.8M | Add +1.0% |
| NVDA Nvidia Corp. | 1.63% | 165,436 | $22.2M | Reduce -24.8% |
| JNJ Johnson & Johnson | 1.62% | 153,400 | $22.2M | Add +1.2% |
| FBTC Fidelity Wise Origin Bitcoin | 1.55% | 259,367 | $21.2M | Reduce -2.8% |
| ORCL Oracle Corp. | 1.51% | 123,764 | $20.6M | Add +0.3% |
| AVGO Broadcom Inc. | 1.49% | 88,032 | $20.4M | Add +27.2% |
| PG The Procter & Gamble Co. | 1.48% | 120,258 | $20.2M | Add +658.1% |
| AMZN Amazon.com Inc. | 1.43% | 89,378 | $19.6M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 1.36% | 31,535 | $18.6M | Add +2.5% |
| DHR Danaher Corp. | 1.28% | 76,493 | $17.6M | Add +1.2% |
| XOM Exxon Mobil Corp. | 1.23% | 156,854 | $16.9M | Add +4.0% |
| V Visa Inc. Class A | 1.23% | 53,150 | $16.8M | Add +2.0% |
| KO The Coca-Cola Co. | 1.12% | 245,650 | $15.3M | Add +0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.02% | 125,676 | $14.0M | Add +3.0% |
| META Meta Platforms Inc. Class A | 1.01% | 23,633 | $13.8M | Reduce -2.3% |
| EXC Exelon Corp. | 0.97% | 353,571 | $13.3M | Add +1.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.94% | 336,426 | $12.9M | New |
| IAU iShares Gold Trust | 0.88% | 243,168 | $12.0M | Add +1.8% |
| SHEL Shell PLC-ADR | 0.87% | 189,310 | $11.9M | Add +1.9% |
| ESGU iShares ESG Aware MSCI USA | 0.84% | 89,357 | $11.5M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 0.84% | 47,752 | $11.4M | Add +2.5% |
| UNH Unitedhealth Group Inc. | 0.82% | 22,281 | $11.3M | Add +1.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.82% | 54,331 | $11.2M | Add +3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 18,884 | $11.1M | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 0.81% | 114,205 | $11.1M | Add +1.4% |
| COST Costco Wholesale Corp. | 0.80% | 11,968 | $11.0M | Reduce -1.1% |
| ROP Roper Technologies Inc. | 0.79% | 20,857 | $10.8M | Add +1.2% |
| HON Honeywell International Inc. | 0.78% | 47,378 | $10.7M | Add +75.5% |
| MDLZ Mondelez International Inc. Class A | 0.77% | 176,805 | $10.6M | Add +2.5% |
| CB Chubb Ltd. | 0.73% | 35,940 | $9.9M | Add +2622.7% |
| QCOM Qualcomm Inc. | 0.69% | 61,415 | $9.4M | Add +1.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.68% | 77,207 | $9.3M | Add +1.6% |
| DE Deere & Co. | 0.60% | 19,508 | $8.3M | Add +2.4% |
| LULU Lululemon Athletica Inc. | 0.59% | 20,961 | $8.0M | Add +2.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.58% | 90,011 | $8.0M | Add +2.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.58% | 152,954 | $8.0M | Add +22.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.58% | 96,537 | $7.9M | Add +0.5% |
| EFV iShares MSCI Eafe Value ETF | 0.57% | 149,386 | $7.8M | Add +1.9% |
| GLD SPDR Gold Shares | 0.56% | 31,428 | $7.6M | Add +1.1% |
| TFLO iShares Treasury Floating Ra | 0.54% | 146,067 | $7.4M | Add +12.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.50% | 70,992 | $6.9M | Add +1.4% |
| SPGI S&P Global Inc. | 0.50% | 13,749 | $6.8M | Add +2.2% |
| NDAQ Nasdaq Inc. | 0.48% | 85,708 | $6.6M | New |
| ADBE Adobe Inc. | 0.46% | 14,264 | $6.3M | Reduce -18.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.46% | 85,278 | $6.3M | Reduce -5.7% |
| OEF iShares S&P 100 ETF | 0.46% | 21,675 | $6.3M | Add +0.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.45% | 72,257 | $6.2M | Add +0.5% |
| IR Ingersoll-Rand Inc. | 0.45% | 68,461 | $6.2M | New |
| COR Cencora Inc. | 0.44% | 26,926 | $6.0M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 13,252 | $6.0M | Reduce -0.0% |
| TLT iShares 20+ Year Treasury BD | 0.43% | 67,322 | $5.9M | Add +2.2% |
| HSY The Hershey Co. | 0.40% | 32,429 | $5.5M | Reduce -76.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.40% | 8 | $5.4M | No change |
| MRK Merck & Co. Inc. | 0.35% | 48,678 | $4.8M | Reduce -73.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.34% | 89,725 | $4.6M | Add +7.0% |
| HD Home Depot Inc. | 0.32% | 11,120 | $4.3M | Reduce -4.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.31% | 77,342 | $4.3M | Reduce -0.7% |
| QLYS Qualys Inc. | 0.30% | 29,611 | $4.2M | Add +26.6% |
| ABT Abbott Laboratories | 0.30% | 36,625 | $4.1M | Add +20.5% |
| LRCX Lam Research Corp. | 0.30% | 57,190 | $4.1M | Reduce -0.7% |
| WPM Wheaton Precious Metals Corp. | 0.30% | 73,094 | $4.1M | Add +5.2% |
| ANET Arista Networks Inc. | 0.28% | 34,802 | $3.8M | Reduce -0.8% |
| SBUX Starbucks Corp. | 0.28% | 41,955 | $3.8M | Add +4.5% |
| CVX Chevron Corp. | 0.28% | 26,191 | $3.8M | Reduce -0.4% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.28% | 74,605 | $3.8M | Add +20.1% |
| PRGS Progress Software Corp. | 0.25% | 53,355 | $3.5M | Add +5.6% |
| RTX RTX Corp. | 0.25% | 30,005 | $3.5M | Reduce -0.0% |
| LNG Cheniere Energy Inc. | 0.25% | 15,792 | $3.4M | Add +6.3% |
| NTRS Northern Trust Corp. | 0.25% | 32,988 | $3.4M | Reduce -63.5% |
| GD General Dynamics Corp. | 0.24% | 12,357 | $3.3M | Reduce -0.4% |
| EMB iShares JP Morgan Usd Emergi | 0.23% | 34,661 | $3.1M | Add +6.5% |
| AMGN Amgen Inc. | 0.22% | 11,770 | $3.1M | Reduce -1.6% |
| CSX CSX Corp. | 0.22% | 93,000 | $3.0M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 15,096 | $3.0M | Reduce -4.3% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 24,644 | $2.8M | Add +3.6% |
| DECK Deckers Outdoor Corp. | 0.21% | 13,842 | $2.8M | Reduce -1.1% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 15,987 | $2.8M | Add +24.7% |
| ADUS Addus Homecare Corp. | 0.20% | 22,174 | $2.8M | Reduce -29.4% |
| MBB iShares MBS ETF | 0.20% | 30,003 | $2.8M | Add +2.1% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.20% | 35,218 | $2.7M | Reduce -16.6% |
| STLD Steel Dynamics Inc. | 0.20% | 23,568 | $2.7M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.19% | 13,696 | $2.6M | Add +1.6% |
| GMED Globus Medical Inc. Class A | 0.19% | 30,869 | $2.6M | No change |
| MCK McKesson Corp. | 0.19% | 4,475 | $2.6M | Reduce -3.6% |
| AIT Applied Industrial Tech Inc. | 0.19% | 10,609 | $2.5M | Reduce -25.7% |
| EW Edwards Lifesciences Corp. | 0.18% | 34,132 | $2.5M | Add +0.4% |
| IPAR Interparfums Inc. | 0.18% | 18,928 | $2.5M | Add +6.2% |
| TBBK The Bancorp Inc. | 0.18% | 47,048 | $2.5M | Add +9.0% |
| ETHE Grayscale Ethereum Staking E | 0.17% | 81,823 | $2.3M | Reduce -3.0% |
Options reported separately and not counted above: TJX calls ($411K), MSFT calls ($379K), V calls ($348K), AAPL calls ($326K), TXN calls ($244K), HSY calls ($17K).
Other holdings (4): bonds, preferreds, convertibles and warrants · $955K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 720 | $860K | Reduce -2.3% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 37 | $45K | New |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | 1,600 | $39K | New |
| LXP INDUSTRIAL TRUST (LXP 6.5 PERP C) | PFD CONV SER C | 200 | $10K | New |
Lines left out (1) · $21 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| FBND Fidelity Total Bond ETF | TOTAL BD ETF | 0 | $21 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.4B.
Portfolio Sells Q3 2024 → Q4 2024
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −2.83 |
| HSY The Hershey Co. | Reduce -76.5% | 0.40% | −1.52 |
| MRK Merck & Co. Inc. | Reduce -73.9% | 0.35% | −1.18 |
| KMI Kinder Morgan Inc. | Reduce -94.5% | 0.07% | −0.97 |
| AON Aon PLC Class A | Reduce -97.7% | 0.02% | −0.95 |
| LMT Lockheed Martin Corp. | Reduce -81.0% | 0.09% | −0.46 |
| NTRS Northern Trust Corp. | Reduce -63.5% | 0.25% | −0.34 |
| NVDA Nvidia Corp. | Reduce -24.8% | 1.63% | −0.31 |
| AAPL Apple Inc. | Reduce -10.2% | 7.55% | −0.20 |
| ACLS Axcelis Technologies Inc. | Sold out | 0.00% | −0.20 |
| ADBE Adobe Inc. | Reduce -18.2% | 0.46% | −0.19 |
| DFS Discover Financial Services | Reduce -90.4% | 0.02% | −0.17 |
| IBM Intl Business Machines Corp. | Reduce -5.7% | 2.83% | −0.16 |
| O Realty Income Corp. | Reduce -62.4% | 0.06% | −0.14 |
| CME Cme Group Inc. | Reduce -84.0% | 0.03% | −0.14 |
| BWIN Baldwin Insurance Group Inc./ | Reduce -31.6% | 0.15% | −0.13 |
| ACAD Acadia Pharmaceuticals Inc. | Reduce -99.6% | 0.00% | −0.11 |
| ADUS Addus Homecare Corp. | Reduce -29.4% | 0.20% | −0.10 |
| FG F&G Annuities & Life Inc. | Reduce -98.6% | 0.00% | −0.10 |
| HAE Haemonetics Corp. | Reduce -98.7% | 0.00% | −0.08 |
| PCRX Pacira Biosciences Inc. | Reduce -99.8% | 0.00% | −0.08 |
| AMD Advanced Micro Devices | Reduce -37.8% | 0.06% | −0.06 |
| HLNE Hamilton Lane Inc. Class A | Reduce -33.7% | 0.09% | −0.06 |
| BAC Bank of America Corp. | Reduce -71.8% | 0.03% | −0.06 |
| AMGN Amgen Inc. | Reduce -1.6% | 0.22% | −0.05 |
| AWR American States Water Co. | Reduce -16.6% | 0.20% | −0.05 |
| MTCH Match Group Inc. | Reduce -92.1% | 0.00% | −0.05 |
| ETSY Etsy Inc. | Reduce -89.6% | 0.01% | −0.05 |
| TOL Toll Brothers Inc. | Reduce -41.2% | 0.05% | −0.05 |
| AIT Applied Industrial Tech Inc. | Reduce -25.7% | 0.19% | −0.05 |
| LRCX Lam Research Corp. | Reduce -0.7% | 0.30% | −0.04 |
| GD General Dynamics Corp. | Reduce -0.4% | 0.24% | −0.03 |
| DHI D.R. Horton Inc. | Reduce -16.6% | 0.05% | −0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -0.7% | 0.31% | −0.03 |
| ENPH Enphase Energy Inc. | Reduce -83.6% | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -4.7% | 0.32% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -81.8% | 0.01% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -69.1% | 0.01% | −0.02 |
| PFE Pfizer Inc. | Reduce -28.0% | 0.05% | −0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -5.8% | 0.15% | −0.02 |
| XIFR XPLR Infrastructure LP | Reduce -66.6% | 0.00% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -54.6% | 0.01% | −0.02 |
| GOVT iShares US Treasury Bond ETF | Reduce -15.0% | 0.08% | −0.02 |
| EGO Eldorado Gold Corp. | Sold out | 0.00% | −0.01 |
| TKR Timken Co. | Reduce -30.1% | 0.02% | −0.01 |
| F Ford Motor Co. | Reduce -36.3% | 0.02% | −0.01 |
| GEHC GE Healthcare Technology | Reduce -6.9% | 0.04% | −0.01 |
| IIPR Innovative Industrial Proper | Reduce -2.1% | 0.01% | −0.01 |
| CVS CVS Health Corp. | Reduce -19.1% | 0.02% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -0.4% | 0.15% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| PG The Procter & Gamble Co. | Add +658.1% | 1.48% | +1.28 |
| SLB SLB Ltd. | New | 0.94% | +0.94 |
| TSLA Tesla Inc. | Add +0.8% | 2.19% | +0.80 |
| CB Chubb Ltd. | Add +2622.7% | 0.73% | +0.70 |
| AVGO Broadcom Inc. | Add +27.2% | 1.49% | +0.63 |
| NDAQ Nasdaq Inc. | New | 0.48% | +0.48 |
| IR Ingersoll-Rand Inc. | New | 0.45% | +0.45 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 3.20% | +0.45 |
| HON Honeywell International Inc. | Add +75.5% | 0.78% | +0.38 |
| AMZN Amazon.com Inc. | Add +1.0% | 1.43% | +0.24 |
| V Visa Inc. Class A | Add +2.0% | 1.23% | +0.19 |
| LULU Lululemon Athletica Inc. | Add +2.3% | 0.59% | +0.18 |
| DIS The Walt Disney Co. | Add +3.0% | 1.02% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +2.5% | 0.84% | +0.13 |
| ADP Automatic Data Processing | Add +1.0% | 1.67% | +0.12 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.11% | +0.11 |
| MWA Mueller Water Products Inc. Class A | New | 0.11% | +0.11 |
| MMSI Merit Medical Systems Inc. | New | 0.10% | +0.10 |
| BLKB Blackbaud Inc. | New | 0.10% | +0.10 |
| SXI Standex International Corp. | New | 0.10% | +0.10 |
| BRC Brady Corporation Class A | New | 0.10% | +0.10 |
| YOU Clear Secure Inc. Class A | New | 0.10% | +0.10 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +22.5% | 0.58% | +0.10 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.09% | +0.09 |
| QLYS Qualys Inc. | Add +26.6% | 0.30% | +0.09 |
| HWKN Hawkins Inc. | Add +117.2% | 0.16% | +0.09 |
| SHW The Sherwin-Williams Co. | New | 0.08% | +0.08 |
| AJG Arthur J Gallagher & Co. | Add +2.0% | 2.04% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +2.5% | 1.36% | +0.07 |
| TFLO iShares Treasury Floating Ra | Add +12.9% | 0.54% | +0.07 |
| TDW Tidewater Inc. | Add +211.3% | 0.10% | +0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +61.8% | 0.15% | +0.06 |
| STRL Sterling Infrastructure Inc. | New | 0.06% | +0.06 |
| LNG Cheniere Energy Inc. | Add +6.3% | 0.25% | +0.05 |
| MLI Mueller Industries Inc. | New | 0.05% | +0.05 |
| AYI Acuity Inc. | New | 0.05% | +0.05 |
| MTUM iShares MSCI USA Momentum Fa | Add +3.7% | 0.82% | +0.05 |
| BMI Badger Meter Inc. | New | 0.05% | +0.05 |
| ABT Abbott Laboratories | Add +20.5% | 0.30% | +0.05 |
| PHM Pultegroup Inc. | New | 0.05% | +0.05 |
| HPE Hewlett Packard Enterprise | New | 0.05% | +0.05 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +20.1% | 0.28% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +24.7% | 0.20% | +0.04 |
| BTC Grayscale Bitcoin Mini ETF | Add +0.3% | 0.11% | +0.04 |
| LRN Stride Inc. | Add +4.8% | 0.16% | +0.04 |
| TJX TJX Companies Inc. | Add +1.6% | 0.68% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +1.7% | 1.69% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.1% | 0.81% | +0.03 |
| VFC VF Corp. | Add +54.0% | 0.08% | +0.03 |
| DE Deere & Co. | Add +2.4% | 0.60% | +0.03 |
Options Activity Q3 2024 → Q4 2024
| TJX TJX Companies Inc. | call | New | 3,400 | $411K |
| MSFT Microsoft Corp. | call | New | 900 | $379K |
| V Visa Inc. Class A | call | New | 1,100 | $348K |
| AAPL Apple Inc. | call | New | 1,300 | $326K |
| TXN Texas Instruments Inc. | call | New | 1,300 | $244K |
| HSY The Hershey Co. | call | New | 100 | $17K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2024 → Q4 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -2.3% | 720 | $860K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | New | 37 | $45K |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | New | 1,600 | $39K |
| LXP INDUSTRIAL TRUST (LXP 6.5 PERP C) | PFD CONV SER C | New | 200 | $10K |
| FBND Fidelity Total Bond ETF | TOTAL BD ETF | New | 0 | $21 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 386 | $1.4B | AAPL, GOOGL, AVGO, MSFT, ADM |
| Q1 2026 | 360 | $1.3B | AAPL, GOOGL, MSFT, ADM, AVGO |
| Q4 2025 | 336 | $1.4B | AAPL, GOOGL, MSFT, TSLA, AVGO |
| Q3 2025 | 332 | $1.3B | AAPL, MSFT, GOOGL, TSLA, AVGO |
| Q2 2025 | 321 | $1.2B | AAPL, MSFT, CSCO, IBM, GOOGL |
| Q1 2025 | 311 | $1.1B | AAPL, MSFT, CSCO, IBM, AJG |
| Q4 2024 | 1,153 | $1.4B | AAPL, MSFT, GOOGL, IBM, ABBV |
| Q3 2024 | 318 | $1.4B | AAPL, MSFT, IBM, BBY, GOOGL |
| Q2 2024 | 301 | $1.5B | AAPL, MSFT, BBY, GOOGL, IBM |
| Q1 2024 | 319 | $1.5B | AAPL, MSFT, BBY, GOOGL, ABBV |