Ulland Investment Advisors, LLC Incresed Positions in Q3 2025

Ulland Investment Advisors, LLC

  • $133 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
2.17K
+ 3441.27%
$387.78 - $645.35 $841K - $1.4M
2.23K $1.1M
VRT
Vertiv Holdings CO

Industrials
260
+ 0.62%
N/A
42.4K $6.4M
AAPL
Apple Inc.

Technology
182
+ 1.26%
$202.38 - $256.87 $36.8K - $46.8K
14.6K $3.73M
SKY
Skyline Champion Corp

Consumer Cyclical
155
+ 0.33%
$60.9 - $78.84 $9.44K - $12.2K
46.7K $3.56M
UMH
Umh Properties, Inc.

Real Estate
30.5K
+ 105.31%
$14.69 - $17.34 $447K - $528K
59.4K $882K
VMD
Viemed Healthcare, Inc.

Healthcare
42.9K
+ 142.4%
$5.93 - $7.44 $255K - $319K
73.1K $496K
UNH
Unitedhealth Group Inc

Healthcare
90
+ 1.21%
$237.77 - $353.61 $21.4K - $31.8K
7.53K $2.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
268
+ 23.41%
$567.77 - $614.76 $152K - $165K
1.41K $865K
SQ
Block, Inc.

Technology
2.29K
+ 91.11%
N/A
4.79K $346K
J.P. Morgan U.S. Tech Leaders ETF
45
+ 0.2%
N/A
22.4K $2.06M
AMKR
Amkor Technology, Inc.

Technology
500
+ 2.82%
$21.14 - $29.58 $10.6K - $14.8K
18.3K $519K
Goldman Sachs S&P 500 Core Premium Income ETF
1.85K
+ 14.25%
N/A
14.8K $775K
AMZN
Amazon Com Inc

Consumer Cyclical
420
+ 1.84%
$211.65 - $238.24 $88.9K - $100K
23.2K $5.1M
PANW
Palo Alto Networks Inc

Technology
468
+ 222.86%
$167.06 - $208.19 $78.2K - $97.4K
678 $138K
AVGO
Broadcom Inc.

Technology
93
+ 10.09%
$264.74 - $369.57 $24.6K - $34.4K
1.02K $335K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
188
+ 56.46%
$224.68 - $282.71 $42.2K - $53.1K
521 $146K
IGV
Ishares Expanded Tech Software

ETFs
5
+ 0.04%
$105.96 - $117.79 $530 - $589
11.5K $1.32M
RTX
Raytheon Technologies Corp

Industrials
85
+ 3.96%
$144.19 - $167.33 $12.3K - $14.2K
2.23K $373K
Grayscale Funds Trust Grayscale ETF
2K
+ 285.16%
N/A
2.7K $84K
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 42.86%
$293.94 - $444.72 $22K - $33.4K
250 $111K
IVV
Ishares Core S&P 500 ETF

ETFs
48
+ 87.27%
$620.67 - $670.08 $29.8K - $32.2K
103 $69K
VB
Vanguard Small Cap ETF

ETFs
100
+ 21.98%
$237.58 - $259.17 $23.8K - $25.9K
555 $141K
JPM
Jpmorgan Chase & CO

Financial Services
87
+ 41.63%
$282.78 - $316.06 $24.6K - $27.5K
296 $93K
KLAC
Kla Corp

Technology
22
+ 61.11%
$843.9 - $1078.6 $18.6K - $23.7K
58 $63K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
469
+ 0.65%
$16.46 - $17.1 $7.72K - $8.02K
72.9K $1.24M
J.P. Morgan Hedged Equity Laddered Overlay ETF
300
+ 14.49%
N/A
2.37K $154K
MRVL
Marvell Technology, Inc.

Technology
200
+ 20.0%
$62.31 - $84.07 $12.5K - $16.8K
1.2K $101K
SCHW
Schwab Charles Corp

Financial Services
131
+ 6.44%
$91.03 - $98.69 $11.9K - $12.9K
2.17K $207K
VEA
Vanguard Ftse Developed Market

ETFs
242
+ 75.63%
$56.02 - $60.3 $13.6K - $14.6K
562 $34K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
225
+ 112.5%
$72.01 - $74.44 $16.2K - $16.7K
425 $31K
NFLX
Netflix Inc

Communication Services
12
+ 600.0%
$1147.87 - $1297.18 $13.8K - $15.6K
14 $17K
VTI
Vanguard Total Stock Market Et

ETFs
17
+ 5.7%
$303.93 - $329.86 $5.17K - $5.61K
315 $103K
Roundhill Ether Covered Call Strategy ETF
61
+ 1.05%
N/A
5.87K $157K
Roundhill Bitcoin Covered Call Strategy ETF
250
+ 179.86%
N/A
389 $17K
ORCL
Oracle Corp

Technology
5
+ 3.55%
$218.96 - $328.33 $1.09K - $1.64K
146 $41K
MA
Mastercard Inc

Financial Services
16
+ 19.51%
$550.18 - $598.96 $8.8K - $9.58K
98 $56K
USB
Us Bancorp \De\

Financial Services
113
+ 9.1%
$43.94 - $50.41 $4.97K - $5.7K
1.36K $65K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
131
+ 39.1%
$49.43 - $54.52 $6.48K - $7.14K
466 $25K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
74
+ 0.98%
$26.38 - $27.95 $1.95K - $2.07K
7.66K $209K
BP
Bp PLC

Energy
164
+ 28.52%
$30.25 - $35.69 $4.96K - $5.85K
739 $25K
ACN
Accenture PLC

Technology
33
+ 82.5%
$232.56 - $304.78 $7.67K - $10.1K
73 $18K
ADBE
Adobe Inc.

Technology
46
+ 13.07%
$333.65 - $392.1 $15.3K - $18K
398 $140K
SJM
J M Smucker CO

Consumer Defensive
3
+ 1.17%
$102.24 - $113.2 $307 - $340
259 $28K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10
+ 3.64%
$132.9 - $142.03 $1.33K - $1.42K
285 $40K
LLY
Eli Lilly & CO

Healthcare
7
+ 3.5%
$625.65 - $812.69 $4.38K - $5.69K
207 $158K
TGT
Target Corp

Consumer Defensive
32
+ 18.29%
$86.56 - $107.43 $2.77K - $3.44K
207 $19K
Yieldmax Mstr Option Income Strategy ETF
303
+ 85.59%
N/A
657 $9K
CRWD
Crowd Strike Holdings, Inc.

Technology
32
+ 3.38%
$412.46 - $514.1 $13.2K - $16.5K
980 $481K
OTIS
Otis Worldwide Corp

Industrials
42
+ 3.92%
$84.93 - $101.07 $3.57K - $4.24K
1.11K $102K
Activity Summary
Buys All Purchases 87 New Holdings 31 Increased Positions 56 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ulland Investment Advisors, LLC Portfolio

Follow Ulland Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ulland Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ulland Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email