Ulland Investment Advisors, LLC Purchases in Q1 2025

Ulland Investment Advisors, LLC

  • $120 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
77.3K
+ 14585.47%
$56.17 - $59.71 $4.34M - $4.62M
77.8K $4.45M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
75.1K
+ 6225.29%
$51.45 - $58.51 $3.86M - $4.39M
76.3K $3.95M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
39.7K
+ 701.77%
$16.57 - $18.85 $657K - $747K
45.3K $753K
Microstrategy, Inc. 8.00
5.98K
New
N/A
5.98K $502K
ANSS
Ansys Inc

Technology
1.06K
+ 40.11%
$316.56 - $360.36 $335K - $381K
3.69K $1.17M
ICE
Intercontinental Exchange, Inc.

Financial Services
395
+ 6.05%
$142.8 - $176.36 $56.4K - $69.7K
6.92K $1.19M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.51K
+ 20861.11%
$27.01 - $28.54 $203K - $214K
7.55K $211K
J.P. Morgan Hedged Equity Laddered Overlay ETF
3.37K
New
N/A
3.37K $201K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.03K
New
$169.43 - $182.84 $174K - $187K
1.03K $178K
Goldman Sachs S&P 500 Core Premium Income ETF
2.3K
New
N/A
2.3K $107K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
668
+ 4.48%
$48.65 - $53.06 $32.5K - $35.4K
15.6K $810K
AMKR
Amkor Technology, Inc.

Technology
6.99K
+ 97.22%
$18.06 - $26.73 $126K - $187K
14.2K $256K
JPM
Jpmorgan Chase & CO

Financial Services
175
+ 83.73%
$225.19 - $279.95 $39.4K - $49K
384 $94K
Roundhill Ether Covered Call Strategy ETF
1.6K
New
N/A
1.6K $42K
SYM
Symbotic Inc.

Financial Services
1.53K
New
$20.16 - $33.5 $30.7K - $51.1K
1.53K $31K
VICI
Vici Properties Inc.

Real Estate
200
+ 3.5%
$28.21 - $32.68 $5.64K - $6.54K
5.92K $193K
SCHW
Schwab Charles Corp

Financial Services
145
+ 6.9%
$71.24 - $83.64 $10.3K - $12.1K
2.25K $176K
XYLD
Global X Fds S&P 500 Covered C

ETFs
500
New
$39.02 - $42.89 $19.5K - $21.4K
500 $20K
Bank Of America 7.25
14
+ 31.11%
N/A
59 $73K
CRWD
Crowd Strike Holdings, Inc.

Technology
15
+ 1.59%
$308.86 - $455.36 $4.63K - $6.83K
960 $338K
ALCC
Alt C Acquisition Corp.

Financial Services
500
New
N/A
500 $11K
Nebius Group N.V.
1K
+ 66.67%
N/A
2.5K $53K
IAUM
I Shares Gold Trust Micro

ETFs
275
New
$26.29 - $31.17 $7.23K - $8.57K
275 $9K
INTC
Intel Corp

Technology
400
New
$19.1 - $27.39 $7.64K - $11K
400 $9K
ORCL
Oracle Corp

Technology
60
+ 75.0%
$139.81 - $186.47 $8.39K - $11.2K
140 $20K
SCCO
Southern Copper Corp

Basic Materials
9
+ 0.51%
$85.92 - $101.48 $773 - $913
1.79K $167K
Atlas Lithium Corporation
1K
New
N/A
1K $5K
SJM
J M Smucker CO

Consumer Defensive
3
+ 1.2%
$100.41 - $118.41 $301 - $355
254 $30K
Astera Labs, Inc.
10
New
N/A
10 $1K
GME
Game Stop Corp.

Consumer Cyclical
5
New
$21.73 - $33.37 $109 - $167
5 $0
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
5
New
$25.2 - $68.74 $126 - $344
5 $0
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
9
New
$47.25 - $67.02 $425 - $603
9 $0
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1
New
$28.45 - $41.08 $28.5 - $41.1
1 $0
FFND
Northern Lts Fd Tr Ii Future F

ETFs
10
New
$24.66 - $27.25 $247 - $273
10 $0
PANW
Palo Alto Networks Inc

Technology
10
+ 4.76%
$167.82 - $208.28 $1.68K - $2.08K
220 $38K
SOFI
So Fi Technologies, Inc.

Financial Services
5
New
$11.18 - $18.03 $55.9 - $90.2
5 $0
MRVL
Marvell Technology, Inc.

Technology
150
+ 60.0%
$61.57 - $126.06 $9.24K - $18.9K
400 $25K
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 30.77%
$222.15 - $428.22 $8.89K - $17.1K
170 $44K
ADBE
Adobe Inc.

Technology
19
+ 5.62%
$377.84 - $464.11 $7.18K - $8.82K
357 $137K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 0.92%
$507.05 - $563.67 $5.58K - $6.2K
1.21K $620K
SQ
Block, Inc.

Technology
615
+ 28.81%
$54.04 - $92.95 $33.2K - $57.2K
2.75K $149K
J.P. Morgan U.S. Tech Leaders ETF
1.86K
+ 8.83%
N/A
22.9K $1.54M
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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