Ulland Investment Advisors, LLC

Q3 2025 13F Holdings

  • Location
    minneapolis, MN
  • Num holdings

    228

  • Value ($000)

    $133

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001911497
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVidia Corporation

STOCK
$12.80K
10 %

68,630

G
GOOG

Alphabet, Inc.

STOCK
$10.46K
8 %

42,962

M
META

Meta Platforms, Inc.

STOCK
$8.51K
6 %

11,585

A
AXON

Axon Enterprise, Inc.

STOCK
$7.65K
6 %

10,658

V
VRT

Vertiv Holdings, Co.

STOCK
$6.40K
5 %

42,430

N
NDQ

Invesco QQQ Trust ETF

ETF
$6.37K
5 %

10,610

J
JEPI

J.P. Morgan Equity Premium Income ETF

ETF
$5.20K
4 %

91,138

A
AMZN

Amazon.com, Inc.

STOCK
$5.10K
4 %

23,233

J
JEPQ

J.P. Morgan Nasdaq Equity Premium Income ETF

ETF
$5.05K
4 %

87,738

G
GOOGL

Alphabet, Inc.

STOCK
$4.74K
4 %

19,491

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 228