Ulland Investment Advisors, LLC Incresed Positions in Q4 2024

Ulland Investment Advisors, LLC

  • $157 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Wells Fargo Capital 7.50
8.19K
+ 456.07%
N/A
9.99K $11.9M
AXON
Axon Enterprise, Inc.

Industrials
52
+ 0.24%
$399.22 - $689.78 $20.8K - $35.9K
21.9K $13M
GOOG
Alphabet Inc.

Communication Services
1.11K
+ 2.15%
$163.08 - $198.16 $182K - $221K
52.9K $10.1M
AMZN
Amazon Com Inc

Consumer Cyclical
809
+ 2.66%
$180.88 - $232.93 $146K - $188K
31.3K $6.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.73K
+ 47.45%
$567.81 - $607.81 $983K - $1.05M
5.38K $3.15M
VRT
Vertiv Holdings CO

Industrials
258
+ 0.44%
N/A
58.6K $6.66M
QQQ
Invesco Qqq Trust, Series 1

ETFs
333
+ 1.83%
$481.22 - $538.17 $160K - $179K
18.5K $9.48M
V
Visa Inc.

Financial Services
41
+ 0.32%
$273.87 - $320.91 $11.2K - $13.2K
13.1K $4.12M
ANSS
Ansys Inc

Technology
1.37K
+ 107.64%
$313.05 - $361.45 $428K - $494K
2.64K $889K
META
Meta Platforms, Inc.

Communication Services
397
+ 2.95%
$554.08 - $632.68 $220K - $251K
13.9K $8.11M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.19K
+ 39.03%
$46.48 - $51.32 $195K - $215K
14.9K $718K
IGV
Ishares Expanded Tech Software

ETFs
445
+ 3.96%
$87.5 - $110.17 $38.9K - $49K
11.7K $1.17M
AVGO
Broadcom Inc.

Technology
584
+ 123.47%
$159.67 - $250.0 $93.2K - $146K
1.06K $245K
MSFT
Microsoft Corp

Technology
473
+ 7.55%
$406.35 - $454.46 $192K - $215K
6.74K $2.84M
ADBE
Adobe Inc.

Technology
288
+ 576.0%
$437.39 - $552.96 $126K - $159K
338 $150K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
195
+ 19.5%
$521.84 - $558.82 $102K - $109K
1.2K $644K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
70.6K
+ 211.44%
$27.54 - $83.04 $1.94M - $5.86M
104K $2.88M
SQ
Block, Inc.

Technology
1.03K
+ 92.34%
$65.06 - $98.92 $66.7K - $101K
2.14K $181K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.14K
+ 21.08%
$148.29 - $166.93 $168K - $190K
6.53K $972K
AMKR
Amkor Technology, Inc.

Technology
4.51K
+ 168.28%
$25.13 - $31.61 $113K - $143K
7.19K $185K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
174
+ 8.96%
$442.29 - $483.08 $77K - $84.1K
2.12K $959K
UMH
Umh Properties, Inc.

Real Estate
2.92K
+ 291.5%
$18.21 - $19.85 $53.1K - $57.9K
3.92K $74K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
245
+ 0.92%
$66.67 - $74.08 $16.3K - $18.1K
26.8K $1.82M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
152
+ 152.0%
$100.16 - $100.7 $15.2K - $15.3K
252 $25K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
200
+ 28.57%
$69.58 - $74.87 $13.9K - $15K
900 $63K
XLI
Industrial Sector Spdr

ETFs
75
+ 300.0%
$131.76 - $143.99 $9.88K - $10.8K
100 $13K
VB
Vanguard Small Cap ETF

ETFs
20
+ 4.6%
$233.76 - $261.58 $4.68K - $5.23K
455 $109K
PHX
Phx Minerals Inc.

Energy
1K
+ 100.0%
$3.34 - $4.03 $3.34K - $4.03K
2K $8K
ORCL
Oracle Corp

Technology
34
+ 73.91%
$165.41 - $192.43 $5.62K - $6.54K
80 $13K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
30
+ 12.24%
$126.68 - $134.74 $3.8K - $4.04K
275 $35K
ETR
Entergy Corp

Utilities
200
+ 100.0%
$73.19 - $156.4 $14.6K - $31.3K
400 $30K
PANW
Palo Alto Networks Inc

Technology
105
+ 100.0%
$181.96 - $405.9 $19.1K - $42.6K
210 $38K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24
+ 200.0%
$26.93 - $84.95 $646 - $2.04K
36 $1K
SJM
J M Smucker CO

Consumer Defensive
2
+ 0.8%
$106.92 - $121.75 $214 - $244
251 $28K
Lam Research Corporation
180
+ 900.0%
N/A
200 $14K
XLE
Energy Sector Spdr

ETFs
55
+ 1.07%
$83.32 - $97.27 $4.58K - $5.35K
5.21K $446K
CVLT
Commvault Systems Inc

Technology
20
+ 0.31%
$132.26 - $177.6 $2.65K - $3.55K
6.47K $976K
SCHX
Schwab Strategic Tr Us Large C

ETFs
34.9K
+ 184.55%
$22.4 - $68.28 $781K - $2.38M
53.7K $1.25M
LNTH
Lantheus Holdings, Inc.

Healthcare
40
+ 0.46%
$76.22 - $116.71 $3.05K - $4.67K
8.82K $789K
LOW
Lowes Companies Inc

Consumer Cyclical
123
+ 1.21%
$244.52 - $284.07 $30.1K - $34.9K
10.3K $2.53M
SKY
Skyline Champion Corp

Consumer Cyclical
171
+ 0.33%
$88.1 - $108.92 $15.1K - $18.6K
52.6K $4.64M
UNH
Unitedhealth Group Inc

Healthcare
153
+ 1.24%
$485.52 - $625.25 $74.3K - $95.7K
12.5K $6.32M
Activity Summary
Buys All Purchases 58 New Holdings 15 Increased Positions 43 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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