Ulland Investment Advisors, LLC Incresed Positions 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
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
UMH
Umh Properties, Inc.

Real Estate
5.11K
+ 130.4%
$17.49 - $19.0 $89.3K - $97K
9.02K $169K
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
SCHW
Schwab Charles Corp

Financial Services
145
+ 6.9%
$71.24 - $83.64 $10.3K - $12.1K
2.25K $176K
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
Nebius Group N.V.
1K
+ 66.67%
N/A
2.5K $53K
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
SJM
J M Smucker CO

Consumer Defensive
3
+ 1.2%
$100.41 - $118.41 $301 - $355
254 $30K
PANW
Palo Alto Networks Inc

Technology
10
+ 4.76%
$167.82 - $208.28 $1.68K - $2.08K
220 $38K
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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