Ulland Investment Advisors, LLC Reduced Holdings in Q2 2025

Ulland Investment Advisors, LLC

  • $131 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-1.92K
- 20.47%
$274.35 - $599.47 $525K - $1.15M
7.44K $2.32M
SKY
Skyline Champion Corp

Consumer Cyclical
-126
- 0.27%
$60.33 - $94.94 $7.6K - $12K
46.5K $2.91M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.73K
- 35.7%
$496.48 - $617.85 $859K - $1.07M
3.12K $1.93M
V
Visa Inc.

Financial Services
-1.93K
- 20.51%
$308.27 - $373.31 $595K - $720K
7.48K $2.66M
LOW
Lowes Companies Inc

Consumer Cyclical
-949
- 9.46%
$210.83 - $235.28 $200K - $223K
9.08K $2.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.54K
- 19.23%
$416.06 - $551.64 $1.06M - $1.4M
10.7K $5.88M
LNTH
Lantheus Holdings, Inc.

Healthcare
-2.21K
- 30.89%
$73.86 - $108.74 $163K - $241K
4.95K $405K
AAPL
Apple Inc.

Technology
-78
- 0.54%
$172.42 - $223.89 $13.4K - $17.5K
14.5K $2.97M
PSI
Invesco Exchange Traded Fd Tr

ETFs
-5.22K
- 51.01%
$39.29 - $60.31 $205K - $315K
5.01K $300K
XOM
Exxon Mobil Corp

Energy
-539
- 8.67%
$99.93 - $119.04 $53.9K - $64.2K
5.68K $612K
XLE
Energy Sector Spdr

ETFs
-580
- 11.76%
$76.44 - $94.13 $44.3K - $54.6K
4.35K $369K
ICE
Intercontinental Exchange, Inc.

Financial Services
-910
- 13.15%
$151.62 - $183.47 $138K - $167K
6.01K $1.1M
BSX
Boston Scientific Corp

Healthcare
-1.63K
- 11.13%
$89.7 - $107.41 $146K - $175K
13K $1.39M
J.P. Morgan Hedged Equity Laddered Overlay ETF
-1.3K
- 38.58%
N/A
2.07K $130K
ISRG
Intuitive Surgical Inc

Healthcare
-173
- 36.58%
$451.58 - $565.94 $78.1K - $97.9K
300 $163K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-8.44K
- 8.97%
$22.92 - $28.05 $194K - $237K
85.7K $2.41M
JPM
Jpmorgan Chase & CO

Financial Services
-175
- 45.57%
$210.28 - $289.91 $36.8K - $50.7K
209 $61K
Super Micro Computer, Inc.
-1.13K
- 62.33%
N/A
680 $33K
EEFT
Euronet Worldwide, Inc.

Technology
-246
- 35.04%
$87.44 - $112.74 $21.5K - $27.7K
456 $46K
CAT
Caterpillar Inc

Industrials
-100
- 19.42%
$273.94 - $388.21 $27.4K - $38.8K
415 $161K
Microstrategy, Inc. 8.00
-1.9K
- 31.8%
N/A
4.08K $493K
Laboratory Corporation Of America Holdings
-175
- 13.66%
N/A
1.11K $290K
DLR
Digital Realty Trust, Inc.

Real Estate
-100
- 30.3%
$136.11 - $177.69 $13.6K - $17.8K
230 $40K
DGII
Digi International Inc

Technology
-600
- 30.69%
$23.13 - $34.92 $13.9K - $21K
1.36K $47K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-1.66K
- 8.21%
$54.81 - $67.78 $90.7K - $112K
18.5K $1.25M
FAST
Fastenal CO

Industrials
-14
- 12.28%
$40.65 - $83.16 $569 - $1.16K
100 $4K
VECO
Veeco Instruments Inc

Technology
-268
- 67.0%
$17.35 - $21.81 $4.65K - $5.85K
132 $3K
SNPS
Synopsys Inc

Technology
-23
- 26.74%
$380.9 - $517.66 $8.76K - $11.9K
63 $32K
CVS
Cvs Health Corp

Healthcare
-50
- 13.85%
$60.04 - $70.18 $3K - $3.51K
311 $21K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-22
- 46.81%
$101.91 - $134.83 $2.24K - $2.97K
25 $3K
TSEM
Tower Semiconductor LTD

Technology
-200
- 25.41%
$29.65 - $43.8 $5.93K - $8.76K
587 $25K
ADBE
Adobe Inc.

Technology
-5
- 1.4%
$340.0 - $420.68 $1.7K - $2.1K
352 $136K
DELL
Dell Technologies Inc.

Technology
-39
- 20.63%
$71.63 - $125.98 $2.79K - $4.91K
150 $18K
PANW
Palo Alto Networks Inc

Technology
-10
- 4.55%
$152.44 - $204.64 $1.52K - $2.05K
210 $43K
SCHW
Schwab Charles Corp

Financial Services
-210
- 9.35%
$69.06 - $91.24 $14.5K - $19.2K
2.04K $186K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 9.52%
$4164.15 - $5789.24 $8.33K - $11.6K
19 $110K
SQ
Block, Inc.

Technology
-242
- 8.8%
N/A
2.51K $170K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.57%
$908.13 - $1056.85 $3.63K - $4.23K
693 $686K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-61
- 5.06%
$456.74 - $568.03 $27.9K - $34.6K
1.15K $650K
URA
Global X Uranium ETF

ETFs
-900
- 20.11%
$20.26 - $38.81 $18.2K - $34.9K
3.58K $139K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.52K
- 6.75%
$19.6 - $24.44 $69K - $86K
48.6K $1.19M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-8
- 1.13%
$320.42 - $424.58 $2.56K - $3.4K
703 $298K
ANSS
Ansys Inc

Technology
-208
- 5.63%
$284.19 - $351.22 $59.1K - $73.1K
3.48K $1.22M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-250
- 3.99%
$91.62 - $116.16 $22.9K - $29K
6.01K $698K
CVLT
Commvault Systems Inc

Technology
-148
- 2.43%
$139.35 - $190.99 $20.6K - $28.3K
5.95K $1.04M
AVGO
Broadcom Inc.

Technology
-135
- 12.77%
$146.29 - $275.65 $19.7K - $37.2K
922 $254K
INTU
Intuit Inc

Technology
-10
- 1.3%
$544.07 - $787.63 $5.44K - $7.88K
757 $596K
CRWD
Crowd Strike Holdings, Inc.

Technology
-12
- 1.25%
$321.63 - $509.31 $3.86K - $6.11K
948 $483K
IGV
Ishares Expanded Tech Software

ETFs
-132
- 1.14%
$80.15 - $109.5 $10.6K - $14.5K
11.5K $1.26M
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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