Ulland Investment Advisors, LLC Purchases in Q2 2025

Ulland Investment Advisors, LLC

  • $131 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Wells Fargo Capital 7.50
3.81K
+ 112.12%
N/A
7.21K $8.47M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
15.1K
+ 19.78%
$45.88 - $54.4 $692K - $821K
91.4K $4.97M
JEPI
J P Morgan Exchange Traded Fd

ETFs
15.9K
+ 20.43%
$51.14 - $57.0 $813K - $906K
93.7K $5.33M
Goldman Sachs S&P 500 Core Premium Income ETF
10.7K
+ 464.35%
N/A
13K $647K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
27.2K
+ 59.96%
$14.97 - $16.79 $407K - $456K
72.5K $1.21M
UMH
Umh Properties, Inc.

Real Estate
19.9K
+ 220.57%
$16.36 - $18.82 $325K - $374K
28.9K $485K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.96K
+ 1947.37%
$100.35 - $100.71 $297K - $298K
3.11K $313K
RYLD
Global X Fds Russell 2000 Cove

ETFs
14K
New
$13.37 - $15.25 $187K - $214K
14K $209K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.51K
+ 22.53%
$45.07 - $52.57 $158K - $185K
19.1K $933K
AMKR
Amkor Technology, Inc.

Technology
3.58K
+ 25.25%
$14.88 - $21.18 $53.3K - $75.8K
17.8K $373K
VMD
Viemed Healthcare, Inc.

Healthcare
14.6K
+ 93.8%
$6.32 - $7.37 $92.2K - $108K
30.2K $208K
SYM
Symbotic Inc.

Financial Services
700
+ 45.9%
$17.5 - $38.85 $12.3K - $27.2K
2.23K $86K
MRVL
Marvell Technology, Inc.

Technology
600
+ 150.0%
$49.38 - $79.97 $29.6K - $48K
1K $77K
GNRC
Generac Holdings Inc.

Industrials
180
+ 30.98%
$101.92 - $143.21 $18.3K - $25.8K
761 $109K
KLAC
Kla Corp

Technology
36
New
$576.53 - $902.94 $20.8K - $32.5K
36 $32K
TAP
Molson Coors Beverage CO

Consumer Defensive
800
+ 90.4%
$47.24 - $62.46 $37.8K - $50K
1.69K $81K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
139
+ 289.58%
$157.93 - $175.89 $22K - $24.4K
187 $33K
Grayscale Funds Trust Grayscale ETF
701
New
N/A
701 $25K
HIGH
Simplify Exchange Traded Fds E
636
New
N/A
636 $15K
SCCO
Southern Copper Corp

Basic Materials
12
+ 0.67%
$75.63 - $104.64 $908 - $1.26K
1.8K $182K
SEB
Seaboard Corp

Industrials
5
New
$2459.69 - $2911.09 $12.3K - $14.6K
5 $14K
APG
A Pi Group Corp

Industrials
440
+ 41.51%
$32.2 - $51.23 $14.2K - $22.5K
1.5K $51K
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 2.94%
$221.86 - $362.89 $1.11K - $1.81K
175 $56K
ORCL
Oracle Corp

Technology
1
+ 0.71%
$122.82 - $218.63 $123 - $219
141 $31K
Yieldmax Mstr Option Income Strategy ETF
354
New
N/A
354 $8K
SWK
Stanley Black & Decker, Inc.

Industrials
97
New
$55.86 - $76.98 $5.42K - $7.47K
97 $7K
Roundhill Bitcoin Covered Call Strategy ETF
139
New
N/A
139 $6K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
601
New
$9.19 - $10.76 $5.52K - $6.47K
601 $6K
PTCT
Ptc Therapeutics, Inc.

Healthcare
100
New
$36.19 - $52.13 $3.62K - $5.21K
100 $5K
Neur Axis, Inc.
1K
New
N/A
1K $2K
VICI
Vici Properties Inc.

Real Estate
50
+ 0.85%
$29.41 - $32.97 $1.47K - $1.65K
5.97K $194K
SJM
J M Smucker CO

Consumer Defensive
2
+ 0.79%
$94.41 - $118.52 $189 - $237
256 $25K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38
+ 0.5%
$24.32 - $27.87 $924 - $1.06K
7.58K $201K
Activity Summary
Buys All Purchases 34 New Holdings 11 Increased Positions 23 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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