Ulland Investment Advisors, LLC Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$119.6M

Holdings

225

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (225 positions)

StockValue
NVDANVidia Corporation
$8.2M
AXONAxon Enterprise, Inc.
$7.9M
METAMeta Platforms, Inc.
$7.3M
GOOGAlphabet, Inc.
$7.1M
NDQInvesco QQQ Trust ETF
$6.2M
UNHUnitedHealth Group, Inc.
$4.9M
JEPIJPMorgan Equity Premium Income ETF
$4.4M
SKYSkyline Champion Corporation
$4.4M
AMZNAmazon.com, Inc.
$4.4M
WFC 7.5 PERP LWells Fargo Capital 7.50
$4.1M
JEPQJPMorgan Nasdaq Equity Premium Income ETF
$4.0M
VVisa, Inc.
$3.3M
VRTVertiv Holdings, Co.
$3.3M
AAPLApple, Inc.
$3.2M
BRK-BBerkshire Hathaway Inc.
$3.2M
GOOGLAlphabet, Inc.
$3.1M
SPYSPDR S&P 500 ETF
$2.7M
SCHMSchwab U.S. Mid-Cap ETF
$2.5M
LOWLowe's Companies, Inc.
$2.3M
MSFTMicrosoft Corporation
$2.2M
JOYTJ.P. Morgan U.S. Tech Leaders ETF
$1.5M
BSXBoston Scientific Group
$1.5M
SMMDiShares Russell 2500 ETF
$1.3M
ICEIntercontinental Exchange, Inc.
$1.2M
AKXANSYS, Inc.
$1.2M
SCHXSchwab U.S. Large-Cap ETF
$1.2M
BRK/BBerkshire Hathaway Inc.
$1.1M
IGViShares Expanded Tech-Software Sector ETF
$1.0M
CVLTCommvault Systems, Inc.
$962K
AMLPAlerian MLP ETF
$810K
IUSGiShares Core S&P U.S. Growth ETF
$804K
QYLDGlobal X NASDAQ 100 Covered Call ETF
$753K
XOMExxon Mobil Corporation
$739K
LNTHLantheus Holdings, Inc.
$699K
COSTCostco Wholesale Corporation
$659K
DSIiShares MSCI KLD 400 Social ETF
$641K
VOOVanguard S&P 500 ETF
$620K
MSTR 8 PERPMicrostrategy, Inc. 8.00
$502K
PSIInvesco Dynamic Semiconductors ETF
$485K
INTUIntuit, Inc.
$471K
XLEEnergy Select Sector SPDR Fund
$461K
JUSTGoldman Sachs JUST U.S. Large Cap Equity ETF
$455K
SUSAiShares MSCI USA ESG Select ETF
$446K
CRWDCrowdStrike Holdings, Inc.
$338K
PGProcter & Gamble Corporation
$308K
LHLaboratory Corporation of America Holdings
$298K
ECLEcolab, Inc.
$287K
RTXRaytheon Technologies
$284K
ETEnergy Transfer LP
$260K
IWRiShares Russell Mid-Cap ETF
$257K
IWFiShares Russell 1000 Growth ETF
$257K
AMKRAmkor Technology, Inc.
$256K
BDXBecton, Dickinson and Company
$252K
JNJJohnson & Johnson
$250K
TTTrane Technologies, Plc
$243K
ISRGIntuitive Surgical, Inc.
$234K
VNOMUSDViper Energy Partners, LP
$226K
4I1Philip Morris International, Inc.
$225K
MPLXMplx, LP
$214K
SCHDSchwab US Dividend ETF
$211K
HELOJ.P. Morgan Hedged Equity Laddered Overlay ETF
$201K
VICIVICI Properties, Inc.
$193K
KRPKimbell Royalty Partners, LP
$182K
RSPInvesco S&P 500 Equal Weight ETF
$178K
AVGOBroadcom, Inc.
$177K
SCHWCharles Schwab Corporation
$176K
CATCaterpillar, Inc.
$170K
UMHUMH Properties, Inc.
$169K
SCCOSouthern Copper Corporation
$167K
LLYEli Lilly and Company
$165K
XYZBlock, Inc.
$149K
ADBEAdobe Systems, Inc.
$137K
CARRCarrier Global Corporation
$132K
HCAHCA Healthcare, Inc.
$124K
PGRThe Progressive Corporation
$120K
CVXChevron Corporation
$120K
SYKStryker Corporation
$119K
VMDViemed Healthcare, Inc.
$113K
OTISOtis Worldwide Corporation
$111K
VTVVanguard Value Index Fund ETF
$110K
GSGoldman Sachs Group, Inc.
$109K
GPIXGoldman Sachs S&P 500 Core Premium Income ETF
$107K
WFCWells Fargo & Company
$103K
URAGlobal X Uranium ETF
$103K
VBVanguard Small Cap ETF
$101K
XLVHealth Care Select Sector SPDR Fund
$98K
BKNGBooking Holdings Inc.
$97K
JPMJ.P. Morgan Chase & Co.
$94K
MRKMerck & Co., Inc.
$88K
MMM3M Company
$86K
RIORio Tinto Group
$84K
CRMSalesforce.com, Inc.
$83K
VTIVanguard Total Stock Market ETF
$82K
EEFTEuronet Worldwide, Inc.
$75K
GNRCGenerac Holdings Inc.
$74K
BAC 7.25 PERP LBank of America 7.25
$73K
IOTSamsara Inc.
$72K
NSCNorfolk Southern Corporation
$71K
QFLRInnovator Nasdaq-100 Managed Floor ETF
$68K
PEPPepsico, Inc.
$64K
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