Ulland Investment Advisors, LLC 13F Holdings
CIK 0001911497
As of Sep 30, 2025, Ulland Investment Advisors, LLC reported 228 positions worth
CIK 0001911497
As of Sep 30, 2025, Ulland Investment Advisors, LLC reported 228 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 68,630 | 2.8K | 9.65% |
| ALPHABET INC | GOOG | Equity | 42,962 | 0.5K | 7.88% |
| META PLATFORMS INC | META | Communication Services | 11,585 | $8.5K | 6.41% |
| AXON ENTERPRISE INC | AXON | Industrials | 10,658 | $7.6K | 5.76% |
| VERTIV HOLDINGS CO | VRT | Industrials | 42,430 | $6.4K | 4.82% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 10,610 | $6.4K | 4.80% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 91,138 | $5.2K | 3.92% |
| AMAZON.COM INC | AMZN | Equity | 23,233 | $5.1K | 3.84% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | — | 87,738 | $5.0K | 3.80% |
| ALPHABET INC | GOOGL | Equity | 19,491 | $4.7K | 3.57% |
| APPLE INC | AAPL | Technology | 14,646 | $3.7K | 2.81% |
| CHAMPION HOMES INC | SKY | Consumer Cyclical | 46,674 | $3.6K | 2.68% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 4 | $3.0K | 2.27% |
| MICROSOFT CORP | MSFT | Technology | 5,189 | $2.7K | 2.02% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 7,531 | $2.6K | 1.96% |
| VISA INC-CLASS A SHARES | V | Financial Services | 7,528 | $2.6K | 1.94% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 84,974 | $2.5K | 1.90% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 9,022 | $2.3K | 1.71% |
| J P MORGAN EXCHANGE TRADED F | JTEK | — | 22,373 | $2.1K | 1.55% |
| SPDR S&P 500 ETF TRUST | SPY | — | 2,881 | .9K | 1.45% |
| ISHARES RUSSELL 2500 ETF | SMMD | — | 18,080 | .3K | 1.00% |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | IGV | — | 11,480 | .3K | 0.99% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 48,313 | .3K | 0.96% |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 12,974 | .3K | 0.95% |
| GLOBAL X NASDAQ 100 COVERED CALL ETF | QYLD | — | 72,929 | .2K | 0.93% |