UI
| |
Ulland Investment Advisors, LLC13F | |
| Ulland Investment Advisors, LLC | |
| Last update 2025-04-15 | 224 Stocks (17 new) |
| Value $119.00 Mil | Turnover 9 % |
Ulland Investment Advisors, LL... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 75,887 | 8,230.0 | -27.70% | 6.910 | -2.49% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
AXON | Axon Enterprise Inc | 14,939 | 7,860.0 | -31.69% | 6.600 | -2.63% | 0.020 | +22.24% | +18.66% | 54,901.9 | Aerospace & Defense | |
META | Meta Platforms Inc | 12,609 | 7,270.0 | -8.97% | 6.100 | -0.46% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
GOOG | Alphabet Inc | 45,258 | 7,070.0 | -14.42% | 5.930 | -0.93% | 0.000 | +21.57% | +0.80% | 2,318,801.9 | Interactive Media | |
QQQ | INVESCO QQQ Trust | 13,199 | 6,190.0 | -28.79% | 5.190 | -1.74% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
UNH | UnitedHealth Group Inc | 9,356 | 4,900.0 | -25.06% | 4.110 | -1.01% | 0.000 | -31.16% | -41.52% | 265,347.7 | Healthcare Plans | |
JEPI | JPMorgan Equity Premium Income ETF | 77,833 | 4,450.0 | +14,585.47% | 3.730 | +3.70% | 0.010 | +8.30% | +3.93% | 41,325.8 | ||
SKY | Champion Homes Inc | 46,645 | 4,420.0 | -11.34% | 3.710 | -0.34% | 0.080 | -19.61% | -24.64% | 3,803.0 | Homebuilding & Construction | |
AMZN | Amazon.com Inc | 23,158 | 4,410.0 | -25.90% | 3.700 | -1.13% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
WFCpL.PFD | Wells Fargo & Co | 3,400 | 4,080.0 | -65.96% | 3.420 | -5.01% | - | +2.07% | +2.40% | 0 | Banks |
Ulland Investment Advisors, LLC's Historical Top Holdings Breakdowns
Ulland Investment Advisors, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WFCpL.PFD | Wells Fargo & Co | 2025-03-31 | Reduce Reduce | -5.01% | 1180.21 ($1205.85) 1236.25 | $1,185.00 | -1.73% | Reduce -65.96% | 3,400 | -6,587 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Add Add | +3.70% | 56.17 ($58.26) 59.71 | $57.23 | -1.77% | Add 14585.47% | 77,833 | 77,303 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -3.28% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Reduce -58.51% | 14,542 | -20,505 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | Add Add | +3.26% | 51.45 ($55.7) 58.51 | $54.93 | -1.38% | Add 6225.29% | 76,283 | 75,077 | |
AXON | Axon Enterprise Inc | 2025-03-31 | Reduce Reduce | -2.63% | 496.65 ($585.29) 710.01 | $705.22 | 20.49% | Reduce -31.69% | 14,939 | -6,931 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -2.49% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Reduce -27.7% | 75,887 | -29,080 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -1.74% | 468.34 ($508.07) 539.52 | $563.81 | 10.97% | Reduce -28.79% | 13,199 | -5,337 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -1.13% | 190.26 ($217) 242.06 | $228.29 | 5.20% | Reduce -25.9% | 23,158 | -8,095 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -1.01% | 461.52 ($511.2) 548.18 | $292.51 | -42.78% | Reduce -25.06% | 9,356 | -3,129 | |
VRT | Vertiv Holdings Co | 2025-03-31 | Reduce Reduce | -0.97% | 72.2 ($106.44) 153.49 | $130.19 | 22.31% | Reduce -22.99% | 45,109 | -13,466 |
Ulland Investment Advisors, LLC Total Holding History ($B)
Ulland Investment Advisors, LLC's Asset Allocation
Ulland Investment Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Ulland Investment Advisors, LLC's Hypothetical Growth since 2025-03-31
Ulland Investment Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ulland Investment Advisors, LLC's Holdings Heat Map
Size field:
Ulland Investment Advisors, LLC's Holdings Bubble Chart
Ulland Investment Advisors, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers