Ulland Investment Advisors, LLC
Q2 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
213
- Value ($000)
$131
- Date Filed07/24/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVidia Corporation | STOCK | 67066G104 | $11.33K | 9 % | 71,702 | ||
AXON Axon Enterprise, Inc. | STOCK | 05464C101 | $8.93K | 7 % | 10,791 | ||
META Meta Platforms, Inc. | STOCK | 30303M102 | $8.58K | 7 % | 11,627 | ||
WFC 7.5 PERP L Wells Fargo Capital 7.50 | CONVERTIBLE PREFERRED | 949746804 | $8.47K | 7 % | 7,212 | ||
GOOG Alphabet, Inc. | STOCK | 02079K107 | $7.88K | 6 % | 44,442 | ||
NDQ Invesco QQQ Trust ETF | ETF | 46090E103 | $5.88K | 5 % | 10,661 | ||
VRT Vertiv Holdings, Co. | STOCK | 92537N108 | $5.42K | 4 % | 42,170 | ||
JEPI JPMorgan Equity Premium Income ETF | ETF | 46641Q332 | $5.33K | 4 % | 93,734 | ||
AMZN Amazon.com, Inc. | STOCK | 023135106 | $5.00K | 4 % | 22,813 | ||
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | ETF | 46654Q203 | $4.97K | 4 % | 91,372 |
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