Ulland Investment Advisors, LLC Incresed Positions in Q4 2025

Ulland Investment Advisors, LLC

  • $125 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
3.39K
+ 54.13%
$145.59 - $162.64 $494K - $552K
9.66K $1.57M
ALVO
Alvotech

Healthcare
61.3K
+ 544.44%
$4.83 - $8.95 $296K - $548K
72.5K $372K
GNRC
Generac Holdings Inc.

Industrials
1.99K
+ 261.37%
$151.21 - $195.77 $301K - $389K
2.75K $375K
UMH
Umh Properties, Inc.

Real Estate
6.9K
+ 11.62%
$14.12 - $15.29 $97.4K - $106K
66.3K $1.05M
SUN
Sunoco LP

Energy
3K
+ 150.0%
$48.93 - $54.5 $147K - $164K
5K $262K
VMD
Viemed Healthcare, Inc.

Healthcare
12.4K
+ 16.96%
$6.26 - $7.0 $77.6K - $86.8K
85.5K $635K
Pro Shares Nasdaq 100 High Income ETF
2.8K
+ 800.0%
N/A
3.15K $140K
EPD
Enterprise Products Partners L.P.

Energy
3.8K
+ 118.75%
$30.19 - $32.26 $115K - $123K
7K $224K
MPLX
Mplx LP

Energy
2K
+ 66.67%
$47.8 - $53.21 $95.6K - $106K
5K $267K
Goldman Sachs S&P 500 Core Premium Income ETF
1.75K
+ 11.8%
N/A
16.6K $875K
SQ
Block, Inc.

Technology
1.84K
+ 38.28%
N/A
6.63K $431K
PAA
Plains All American Pipeline LP

Energy
4K
+ 66.67%
$15.85 - $17.04 $63.4K - $68.2K
10K $180K
PANW
Palo Alto Networks Inc

Technology
300
+ 44.25%
$204.77 - $221.38 $61.4K - $66.4K
978 $180K
MRVL
Marvell Technology, Inc.

Technology
450
+ 37.5%
$81.05 - $93.74 $36.5K - $42.2K
1.65K $140K
HON
Honeywell International Inc

Industrials
110
+ 52.38%
$194.07 - $220.67 $21.3K - $24.3K
320 $62K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
273
+ 1.79%
$44.68 - $47.47 $12.2K - $13K
15.5K $731K
SCCO
Southern Copper Corp

Basic Materials
1
+ 0.17%
$122.64 - $141.68 $123 - $142
604 $87K
J.P. Morgan Hedged Equity Laddered Overlay ETF
50
+ 2.11%
N/A
2.42K $161K
RYLD
Global X Fds Russell 2000 Cove

ETFs
300
+ 3.75%
$14.94 - $15.49 $4.48K - $4.65K
8.3K $127K
NEE
Nextera Energy Inc

Utilities
50
+ 12.69%
$78.18 - $86.03 $3.91K - $4.3K
444 $36K
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 1.46%
$185.12 - $192.11 $2.78K - $2.88K
1.04K $199K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
25
+ 13.37%
$171.48 - $177.68 $4.29K - $4.44K
212 $37K
VICI
Vici Properties Inc.

Real Estate
925
+ 17.87%
$29.52 - $32.91 $27.3K - $30.4K
6.1K $172K
XLE
Energy Sector Spdr

ETFs
4.28K
+ 100.0%
$85.22 - $92.02 $364K - $393K
8.55K $382K
XLK
Technology Sector Spdr

ETFs
17
+ 100.0%
$278.39 - $304.13 $4.73K - $5.17K
34 $5K
DLR
Digital Realty Trust, Inc.

Real Estate
20
+ 8.89%
$158.11 - $179.28 $3.16K - $3.59K
245 $38K
SJM
J M Smucker CO

Consumer Defensive
2
+ 0.77%
$101.21 - $110.3 $202 - $221
261 $26K
NOW
Service Now, Inc.

Technology
104
+ 400.0%
$835.79 - $946.29 $86.9K - $98.4K
130 $20K
NFLX
Netflix Inc

Communication Services
126
+ 900.0%
$110.29 - $1241.35 $13.9K - $156K
140 $13K
AXON
Axon Enterprise, Inc.

Industrials
637
+ 5.98%
$554.37 - $759.44 $353K - $484K
11.3K $6.42M
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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