Ulland Investment Advisors, LLC Portfolio Holdings
Ulland Investment Advisors, LLC
- $120 Million
- Q1 2025
Ulland Investment Advisors, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $120 Million distributed in 225 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.23M, Axon Enterprise, Inc. with a value of $7.86M, Meta Platforms, Inc. with a value of $7.27M, Alphabet Inc. with a value of $7.07M, and Invesco Qqq Trust, Series 1 with a value of $6.19M.
Examining the 13F form we can see an decrease of $37.2M in the current position value, from $157M to 120M.
Below you can find more details about Ulland Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$120 Million
ETFs: $30.6 Million
Technology: $18 Million
Communication Services: $17.5 Million
Industrials: $12.5 Million
Consumer Cyclical: $11.4 Million
Financial Services: $9.59 Million
Healthcare: $8.5 Million
Energy: $1.6 Million
Other: $2.66 Million