Ulland Investment Advisors, LLC Purchases in Q3 2024

Ulland Investment Advisors, LLC

  • $137 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Super Micro Computer, Inc.
5K
New
N/A
5K $2.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
807
+ 28.41%
$517.38 - $573.86 $418K - $463K
3.65K $2.09M
CVLT
Commvault Systems Inc

Technology
893
+ 16.07%
$119.99 - $155.51 $107K - $139K
6.45K $992K
LNTH
Lantheus Holdings, Inc.

Healthcare
374
+ 4.45%
$77.7 - $123.62 $29.1K - $46.2K
8.78K $964K
YOU
Clear Secure, Inc.

Technology
6.31K
+ 318.69%
$18.66 - $33.15 $118K - $209K
8.29K $275K
QQQ
Invesco Qqq Trust, Series 1

ETFs
102
+ 0.56%
$434.77 - $502.96 $44.3K - $51.3K
18.2K $8.88M
ANSS
Ansys Inc

Technology
559
+ 78.73%
$296.54 - $331.25 $166K - $185K
1.27K $404K
AMKR
Amkor Technology, Inc.

Technology
2.68K
New
$28.09 - $44.68 $75.3K - $120K
2.68K $82K
SQ
Block, Inc.

Technology
1.11K
New
$57.21 - $72.07 $63.5K - $80K
1.11K $75K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
333
New
$147.95 - $191.05 $49.3K - $63.6K
333 $58K
JNJ
Johnson & Johnson

Healthcare
150
+ 11.06%
$145.48 - $167.38 $21.8K - $25.1K
1.51K $244K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 3.26%
$801.83 - $917.05 $17.6K - $20.2K
697 $618K
AMD
Advanced Micro Devices Inc

Technology
253
+ 84.33%
$128.67 - $183.96 $32.6K - $46.5K
553 $91K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
60
+ 0.87%
$116.79 - $133.54 $7.01K - $8.01K
6.92K $913K
CI
Cigna Corp

Healthcare
100
+ 2500.0%
$319.12 - $367.1 $31.9K - $36.7K
104 $36K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10
+ 1.01%
$475.2 - $527.7 $4.75K - $5.28K
1K $528K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
840
+ 8.49%
$44.66 - $49.15 $37.5K - $41.3K
10.7K $506K
AVGO
Broadcom Inc.

Technology
439
+ 1291.18%
$136.27 - $1745.86 $59.8K - $766K
473 $82K
SCCO
Southern Copper Corp

Basic Materials
9
+ 0.37%
$94.1 - $120.43 $847 - $1.08K
2.43K $281K
UMH
Umh Properties, Inc.

Real Estate
1K
New
$16.04 - $20.43 $16K - $20.4K
1K $20K
Lam Research Corporation
20
New
N/A
20 $16K
VB
Vanguard Small Cap ETF

ETFs
10
+ 2.35%
$214.77 - $237.72 $2.15K - $2.38K
435 $103K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
90
+ 900.0%
$100.3 - $100.74 $9.03K - $9.07K
100 $10K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
90
New
$85.03 - $94.56 $7.65K - $8.51K
90 $8K
PHX
Phx Minerals Inc.

Energy
1K
New
$3.11 - $3.46 $3.11K - $3.46K
1K $3K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10
+ 4.26%
$117.9 - $128.2 $1.18K - $1.28K
245 $31K
SJM
J M Smucker CO

Consumer Defensive
2
+ 0.81%
$109.12 - $122.4 $218 - $245
249 $30K
Grayscale Bitcoin Mini Trust ETF
500
New
N/A
500 $3K
AMPL
Amplitude, Inc.

Technology
50
New
$7.72 - $9.05 $386 - $453
50 $0
Activity Summary
Buys All Purchases 30 New Holdings 11 Increased Positions 19 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ulland Investment Advisors, LLC Portfolio

Follow Ulland Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ulland Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ulland Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email