Ulland Investment Advisors, LLC Sells in Q3 2024

Ulland Investment Advisors, LLC

  • $137 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Wells Fargo Capital 7.50
-8.74K
- 82.95%
N/A
1.8K $2.3M
GOOG
Alphabet Inc.

Communication Services
-727
- 1.38%
$149.54 - $192.66 $109K - $140K
51.8K $8.66M
IGV
Ishares Expanded Tech Software

ETFs
-11.2K
- 49.94%
$77.94 - $89.37 $873K - $1M
11.2K $1M
GOOGL
Alphabet Inc.

Communication Services
-70
- 0.28%
$148.65 - $191.18 $10.4K - $13.4K
24.8K $4.12M
SCHW
Schwab Charles Corp

Financial Services
-4.97K
- 69.55%
$61.74 - $76.08 $307K - $378K
2.18K $141K
NVDA
Nvidia Corp

Technology
-1.14K
- 1.03%
$98.91 - $134.91 $112K - $153K
109K $13.3M
EEFT
Euronet Worldwide, Inc.

Technology
-3.24K
- 78.35%
$92.68 - $108.63 $300K - $351K
894 $89K
PSI
Invesco Exchange Traded Fd Tr

ETFs
-3.45K
- 14.17%
$49.13 - $66.72 $169K - $230K
20.9K $1.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-288
- 0.94%
$161.02 - $200.0 $46.4K - $57.6K
30.4K $5.67M
DGII
Digi International Inc

Technology
-10.4K
- 63.63%
$22.44 - $29.62 $233K - $308K
5.94K $164K
CRWD
Crowd Strike Holdings, Inc.

Technology
-181
- 15.39%
$217.89 - $392.15 $39.4K - $71K
995 $279K
J.P. Morgan U.S. Tech Leaders ETF
-1.5K
- 7.18%
N/A
19.4K $1.33M
XLE
Energy Sector Spdr

ETFs
-865
- 14.38%
$84.35 - $93.39 $73K - $80.8K
5.15K $452K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.18K
- 98.99%
$77.02 - $85.06 $90.9K - $100K
12 $1K
EA
Electronic Arts Inc.

Communication Services
-647
- 49.09%
$137.32 - $151.82 $88.8K - $98.2K
671 $96K
AAP
Advance Auto Parts Inc

Consumer Cyclical
-633
- 31.14%
$38.53 - $64.44 $24.4K - $40.8K
1.4K $55K
TGT
Target Corp

Consumer Defensive
-500
- 74.07%
$133.47 - $159.25 $66.7K - $79.6K
175 $27K
CRM
Salesforce, Inc.

Technology
-250
- 44.72%
$238.42 - $276.53 $59.6K - $69.1K
309 $85K
VPU
Vanguard Utilities ETF

ETFs
-445
- 46.94%
$146.64 - $174.54 $65.3K - $77.7K
503 $88K
XOM
Exxon Mobil Corp

Energy
-538
- 7.1%
$109.72 - $119.0 $59K - $64K
7.04K $825K
VMD
Viemed Healthcare, Inc.

Healthcare
-7.83K
- 23.56%
$6.3 - $7.6 $49.3K - $59.5K
25.4K $186K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-110
- 13.02%
$332.02 - $382.76 $36.5K - $42.1K
735 $276K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.85K
- 24.67%
$16.42 - $18.12 $30.4K - $33.5K
5.65K $102K
CVS
Cvs Health Corp

Healthcare
-560
- 23.77%
$55.81 - $63.18 $31.3K - $35.4K
1.8K $113K
ADBE
Adobe Inc.

Technology
-41
- 45.05%
$508.13 - $586.55 $20.8K - $24K
50 $26K
NOW
Service Now, Inc.

Technology
-30
- 53.57%
$730.87 - $937.36 $21.9K - $28.1K
26 $23K
DLR
Digital Realty Trust, Inc.

Real Estate
-148
- 21.83%
$144.47 - $162.98 $21.4K - $24.1K
530 $86K
GNRC
Generac Holdings Inc.

Industrials
-342
- 24.53%
$133.16 - $159.78 $45.5K - $54.6K
1.05K $167K
LLY
Eli Lilly & CO

Healthcare
-14
- 6.54%
$772.14 - $960.02 $10.8K - $13.4K
200 $177K
MRK
Merck & Co., Inc.

Healthcare
-34
- 3.34%
$111.15 - $128.97 $3.78K - $4.38K
983 $112K
TSEM
Tower Semiconductor LTD

Technology
-540
- 22.04%
$36.25 - $44.27 $19.6K - $23.9K
1.91K $85K
BXSL
Blackstone Secured Lending Fund

Financial Services
-300
- 60.0%
$28.75 - $31.59 $8.63K - $9.48K
200 $6K
Laboratory Corporation Of America Holdings
-165
- 10.76%
N/A
1.37K $306K
ET
Energy Transfer LP

Energy
-143
- 1.01%
$15.43 - $16.44 $2.21K - $2.35K
14K $225K
TAP
Molson Coors Beverage CO

Consumer Defensive
-225
- 12.26%
$49.94 - $57.52 $11.2K - $12.9K
1.61K $93K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-5
- 7.69%
$151.63 - $169.74 $758 - $849
60 $10K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.06K
- 5.3%
$61.11 - $67.85 $64.6K - $71.7K
18.9K $1.28M
HD
Home Depot, Inc.

Consumer Cyclical
-10
- 12.66%
$333.64 - $405.2 $3.34K - $4.05K
69 $28K
TT
Trane Technologies PLC

Industrials
-10
- 1.37%
$314.21 - $388.71 $3.14K - $3.89K
720 $280K
ICE
Intercontinental Exchange, Inc.

Financial Services
-638
- 10.58%
$136.93 - $162.81 $87.4K - $104K
5.39K $866K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-1.23K
- 4.42%
$61.71 - $68.15 $75.7K - $83.6K
26.6K $1.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.41K
- 4.06%
$75.47 - $83.18 $107K - $118K
33.4K $2.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-90
- 4.43%
$405.19 - $478.57 $36.5K - $43.1K
1.94K $894K
V
Visa Inc.

Financial Services
-166
- 1.26%
$253.74 - $291.56 $42.1K - $48.4K
13K $3.58M
LOW
Lowes Companies Inc

Consumer Cyclical
-340
- 3.25%
$213.3 - $270.78 $72.5K - $92.1K
10.1K $2.74M
META
Meta Platforms, Inc.

Communication Services
-738
- 5.2%
$453.41 - $572.44 $335K - $422K
13.5K $7.7M
UNH
Unitedhealth Group Inc

Healthcare
-483
- 3.77%
$488.01 - $604.18 $236K - $292K
12.3K $7.21M
VRT
Vertiv Holdings CO

Industrials
-597
- 1.01%
$86.66 - $86.66 $51.7K - $51.7K
58.3K $5.8M
AAPL
Apple Inc.

Technology
-332
- 0.94%
$207.23 - $234.82 $68.8K - $78K
35.1K $8.17M
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