Ulland Investment Advisors, LLC Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$131.0M

Holdings

213

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (213 positions)

StockValue
LOUPInnovator Deepwater Frontier Tech ETF
$63K
AIQGlobal X Artificial Intelligence & Technology ETF
$63K
JPMJ.P. Morgan Chase & Co.
$61K
PEPPepsico, Inc.
$57K
WMTWalmart, Inc.
$57K
USBU.S. Bancorp
$56K
TSLATesla Motors, Inc.
$56K
APGAPi Group Corporation
$51K
HONHoneywell International, Inc.
$49K
EWEdwards Life Sciences
$48K
DGIIDigi International, Inc.
$47K
EEFTEuronet Worldwide, Inc.
$46K
MAMastercard Incorporated
$46K
CSRCenterspace
$44K
MOAltria Group, Inc.
$44K
PANWPalo Alto Networks, Inc.
$43K
VPUVanguard Utilities ETF
$43K
GBTCGrayscale Bitcoin Trust
$42K
WPMWheaton Precious Metals Corporation
$42K
FQIDigital Realty Trust, Inc.
$40K
VUGVanguard Growth ETF
$39K
VYMVanguard High Dividend Yield ETF
$37K
IVViShares Core S&P 500 ETF
$34K
ETREntergy Corporation
$33K
SMCISuper Micro Computer, Inc.
$33K
ITWIllinois Tool Works Inc.
$33K
LGLVSPDR SSGA US Large Cap Low Volatility ETF
$33K
CNPCenterPoint Energy, Inc.
$33K
KLACKLA Corporation
$32K
SNPSSynopsys, Inc.
$32K
ORCLOracle Corporation
$31K
SAPSAP SE
$30K
DGROiShares Core Dividend Growth ETF
$28K
EMREmerson Electric Company
$27K
NOWServiceNow, Inc.
$27K
NEENextEra Energy, Inc.
$27K
SJMJ.M. Smucker Company
$25K
IJSiShares S&P Small Cap 600 Value ETF
$25K
TSEMTower Semiconductor Ltd.
$25K
BTCCGrayscale Funds Trust Grayscale ETF
$25K
HDThe Home Depot, Inc.
$25K
DDOGDatadog, Inc.
$22K
SHELRoyal Dutch Shell, Plc
$21K
APDAir Products & Chemicals, Inc.
$21K
CEGConstellation Energy Corporation
$21K
CVSCVS Health Corporation
$21K
MPVBarings Participation Investors
$20K
LRCXLam Research Corporation
$19K
XYLDGlobal X S&P 500 Covered Call ETF
$19K
SBUXStarbucks Corporation
$18K
VICRVicor Corporation
$18K
DELLDell Technologies, Inc.
$18K
VYMIVanguard International High Dividend Yield ETF
$18K
MPWRMonolithic Power Systems, Inc.
$18K
VEAVanguard FTSE Developed Markets ETF
$18K
DYHTarget Corporation
$17K
BPBP, Plc
$17K
VSSVanguard FTSE All-World Ex-US Small-Cap Index ETF
$17K
VWOVanguard FTSE Emerging Markets ETF
$17K
MCIBarings Corporate Investors
$16K
ASMLASML Holding N.V.
$16K
DDDuPont de Nemours, Inc.
$15K
MPCMarathon Petroleum Corporation
$15K
HIGHSimplify Enhanced Income ETF
$15K
XLIIndustrial Select Sector SPDR Fund
$15K
SPLVInvesco S&P 500 Low Volatility ETF
$15K
VNQVanguard Real Estate ETF
$15K
SEBSeaboard Corporation
$14K
ENBEnbridge, Inc.
$13K
ACNAccenture, PLC
$12K
CDWCDW Corporation
$11K
IWMiShares Russell 2000 ETF
$11K
SOLVSolventum Corporation
$11K
CBChubb Limited
$10K
PEOExelon Corporation
$9K
SLYGSPDR S&P 600 Small Cap Growth ETF
$8K
BUYieldmax MSTR Option Income Strategy ETF
$8K
SWKStanley Black & Decker, Inc.
$7K
MORTVanEck Mortgage REIT Income ETF
$6K
BXSLBlackstone Secured Lending Fund
$6K
AIC3.ai, Inc.
$6K
RMEResmed, Inc.
$6K
DOWDow, Inc.
$6K
YBTCRoundhill Bitcoin Covered Call Strategy ETF
$6K
AEPAmerican Electric Power Company, Inc.
$5K
BTCGrayscale Bitcoin Mini Trust ETF
$5K
AWCAmerican Water Works Company, Inc.
$5K
PTCTPTC Therapeutics, Inc.
$5K
COPConocoPhillips
$4K
FASTFastenal Corporation
$4K
DALDelta Air Lines, Inc.
$4K
CAMTCamtek, Ltd.
$3K
XOPSPDR S&P Oil & Gas Exploration & Production ETF
$3K
NFLXNetflix, Inc.
$3K
BMYBristol Myers Squibb Company
$3K
NKENike, Inc.
$3K
GEGeneral Electric Company
$3K
GRMNGarmin, Ltd.
$3K
VECOVeeco Instruments, Inc.
$3K
GEVGE Vernova, LLC
$2K
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