Ulland Investment Advisors, LLC
Q1 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
225
- Value ($000)
$120
- Date Filed04/15/2025
- Form type13F-HR
- CIK0001911497
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVidia Corporation | STOCK | 67066G104 | $8.22K | 7 % | 75,887 | ||
AXON Axon Enterprise, Inc. | STOCK | 05464C101 | $7.86K | 7 % | 14,939 | ||
META Meta Platforms, Inc. | STOCK | 30303M102 | $7.27K | 6 % | 12,609 | ||
GOOG Alphabet, Inc. | STOCK | 02079K107 | $7.07K | 6 % | 45,258 | ||
NDQ Invesco QQQ Trust ETF | ETF | 46090E103 | $6.19K | 5 % | 13,199 | ||
UNH UnitedHealth Group, Inc. | STOCK | 91324P102 | $4.90K | 4 % | 9,356 | ||
JEPI JPMorgan Equity Premium Income ETF | ETF | 46641Q332 | $4.45K | 4 % | 77,833 | ||
SKY Skyline Champion Corporation | STOCK | 830830105 | $4.42K | 4 % | 46,645 | ||
AMZN Amazon.com, Inc. | STOCK | 023135106 | $4.41K | 4 % | 23,158 | ||
WFC 7.5 PERP L Wells Fargo Capital 7.50 | CONVERTIBLE PREFERRED | 949746804 | $4.08K | 3 % | 3,400 |
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