Ulland Investment Advisors, LLC Portfolio Holdings
Ulland Investment Advisors, LLC
- $137 Million
- Q3 2024
Ulland Investment Advisors, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $137 Million distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $13.3M, Invesco Qqq Trust, Series 1 with a value of $8.88M, Axon Enterprise, Inc. with a value of $8.72M, Alphabet Inc. with a value of $8.66M, and Apple Inc. with a value of $8.17M.
Examining the 13F form we can see an decrease of $7.23M in the current position value, from $144M to 137M.
Below you can find more details about Ulland Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$137 Million
Technology: $27.9 Million
ETFs: $26.6 Million
Communication Services: $20.6 Million
Industrials: $16.2 Million
Consumer Cyclical: $13.6 Million
Healthcare: $11.3 Million
Financial Services: $8.74 Million
Energy: $1.84 Million
Other: $2.95 Million