Ulland Investment Advisors, LLC Reduced Holdings in Q1 2025

Ulland Investment Advisors, LLC

  • $120 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Wells Fargo Capital 7.50
-6.59K
- 65.96%
N/A
3.4K $4.08M
NVDA
Nvidia Corp

Technology
-29.1K
- 27.7%
$106.98 - $149.43 $3.11M - $4.35M
75.9K $8.23M
AAPL
Apple Inc.

Technology
-20.5K
- 58.51%
$209.68 - $247.1 $4.3M - $5.07M
14.5K $3.23M
AXON
Axon Enterprise, Inc.

Industrials
-6.93K
- 31.69%
$496.65 - $710.01 $3.44M - $4.92M
14.9K $7.86M
VRT
Vertiv Holdings CO

Industrials
-13.5K
- 22.99%
N/A
45.1K $3.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.34K
- 28.79%
$468.34 - $539.52 $2.5M - $2.88M
13.2K $6.19M
GOOG
Alphabet Inc.

Communication Services
-7.63K
- 14.42%
$156.06 - $207.71 $1.19M - $1.58M
45.3K $7.07M
AMZN
Amazon Com Inc

Consumer Cyclical
-8.1K
- 25.9%
$190.26 - $242.06 $1.54M - $1.96M
23.2K $4.41M
GOOGL
Alphabet Inc.

Communication Services
-4.83K
- 19.45%
$154.33 - $206.19 $746K - $996K
20K $3.1M
UNH
Unitedhealth Group Inc

Healthcare
-3.13K
- 25.06%
$461.52 - $548.18 $1.44M - $1.72M
9.36K $4.9M
META
Meta Platforms, Inc.

Communication Services
-1.24K
- 8.97%
$576.36 - $736.67 $716K - $915K
12.6K $7.27M
V
Visa Inc.

Financial Services
-3.64K
- 27.9%
$306.92 - $362.71 $1.12M - $1.32M
9.41K $3.3M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-8.5K
- 59.77%
$78.45 - $87.45 $667K - $743K
5.72K $455K
MSFT
Microsoft Corp

Technology
-904
- 13.41%
$375.39 - $447.2 $339K - $404K
5.84K $2.19M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-5K
- 56.31%
$113.22 - $126.36 $566K - $632K
3.88K $446K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-8.32K
- 44.87%
$47.68 - $64.98 $397K - $541K
10.2K $485K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-6.64K
- 24.76%
$61.55 - $71.27 $408K - $473K
20.2K $1.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
-533
- 9.91%
$551.42 - $612.93 $294K - $327K
4.85K $2.71M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-9.81K
- 9.43%
$25.58 - $29.24 $251K - $287K
94.2K $2.47M
SKY
Skyline Champion Corp

Consumer Cyclical
-5.97K
- 11.34%
$85.72 - $108.14 $511K - $645K
46.6K $4.42M
ECL
Ecolab Inc.

Basic Materials
-1K
- 46.86%
$229.72 - $269.82 $230K - $270K
1.13K $287K
LOW
Lowes Companies Inc

Consumer Cyclical
-227
- 2.21%
$222.66 - $268.42 $50.5K - $60.9K
10K $2.34M
ISRG
Intuitive Surgical Inc

Healthcare
-265
- 35.91%
$476.63 - $610.45 $126K - $162K
473 $234K
IGV
Ishares Expanded Tech Software

ETFs
-70
- 0.6%
$88.3 - $107.83 $6.18K - $7.55K
11.6K $1.03M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-410
- 6.09%
$126.86 - $146.45 $52K - $60K
6.33K $804K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.61K
- 3.0%
$21.75 - $24.28 $35.1K - $39.2K
52.1K $1.15M
LNTH
Lantheus Holdings, Inc.

Healthcare
-1.66K
- 18.82%
$78.23 - $110.01 $130K - $183K
7.16K $699K
CAT
Caterpillar Inc

Industrials
-200
- 27.97%
$326.75 - $407.63 $65.4K - $81.5K
515 $170K
Super Micro Computer, Inc.
-2.67K
- 59.62%
N/A
1.81K $62K
DGII
Digi International Inc

Technology
-1.85K
- 48.62%
$27.83 - $35.68 $51.5K - $66K
1.96K $54K
AAP
Advance Auto Parts Inc

Consumer Cyclical
-1.2K
- 92.31%
$33.63 - $49.79 $40.4K - $59.7K
100 $4K
CVS
Cvs Health Corp

Healthcare
-1.44K
- 79.9%
$44.22 - $68.64 $63.5K - $98.5K
361 $24K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-700
- 77.78%
$68.32 - $75.06 $47.8K - $52.5K
200 $15K
DLR
Digital Realty Trust, Inc.

Real Estate
-200
- 37.74%
$142.1 - $183.56 $28.4K - $36.7K
330 $47K
VMD
Viemed Healthcare, Inc.

Healthcare
-4K
- 20.45%
$7.2 - $8.43 $28.8K - $33.7K
15.6K $113K
VPU
Vanguard Utilities ETF

ETFs
-258
- 51.29%
$161.24 - $173.33 $41.6K - $44.7K
245 $42K
GNRC
Generac Holdings Inc.

Industrials
-150
- 20.52%
$126.65 - $164.06 $19K - $24.6K
581 $74K
TAP
Molson Coors Beverage CO

Consumer Defensive
-725
- 45.03%
$52.44 - $62.91 $38K - $45.6K
885 $54K
URA
Global X Uranium ETF

ETFs
-650
- 12.68%
$22.92 - $30.98 $14.9K - $20.1K
4.48K $103K
TSEM
Tower Semiconductor LTD

Technology
-400
- 33.7%
$35.43 - $54.74 $14.2K - $21.9K
787 $28K
AMD
Advanced Micro Devices Inc

Technology
-100
- 18.08%
$96.63 - $129.55 $9.66K - $13K
453 $47K
EEFT
Euronet Worldwide, Inc.

Technology
-192
- 21.48%
$94.42 - $110.06 $18.1K - $21.1K
702 $75K
MPV
Barings Participation Investors

Financial Services
-1K
- 50.0%
$15.2 - $17.63 $15.2K - $17.6K
1K $18K
XOM
Exxon Mobil Corp

Energy
-800
- 11.41%
$105.44 - $118.93 $84.4K - $95.1K
6.21K $739K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-175
- 94.59%
$80.53 - $147.57 $14.1K - $25.8K
10 $1K
CVLT
Commvault Systems Inc

Technology
-369
- 5.7%
$146.82 - $187.9 $54.2K - $69.3K
6.1K $962K
Laboratory Corporation Of America Holdings
-77
- 5.67%
N/A
1.28K $298K
EA
Electronic Arts Inc.

Communication Services
-80
- 19.61%
$116.53 - $146.29 $9.32K - $11.7K
328 $47K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-100
- 39.68%
$100.34 - $100.68 $10K - $10.1K
152 $15K
Activity Summary
Buys All Purchases 43 New Holdings 18 Increased Positions 25 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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