77 is the total number of securities Ulrich Consultants & Investment Group, LLC has owned. The longest Ulrich Consultants & Investment Group, LLC has owned a single stock is 5 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| VOO | VANGUARD INDEX FDS | 5 | 5 | 3.47% | 14.82% | 26.12% | Q2 2022 | Q2 2023 | 5 |
| SPY | SPDR S&P 500 ETF TR | 5 | 5 | 1.09% | 3.97% | 6.45% | Q2 2022 | Q2 2023 | 5 |
| FSK | FS KKR CAP CORP | 5 | 5 | 1.85% | 3.40% | 6.22% | Q2 2022 | Q2 2023 | 5 |
| DSI | ISHARES TR | 5 | 5 | 0.98% | 3.07% | 5.05% | Q2 2022 | Q2 2023 | 5 |
| EFA | ISHARES TR | 5 | 5 | 0.86% | 2.92% | 4.67% | Q2 2022 | Q2 2023 | 5 |
| DIVO | AMPLIFY ETF TR | 5 | 5 | 0.80% | 2.41% | 3.49% | Q2 2022 | Q2 2023 | 5 |
| EQAL | INVESCO EXCH TRADED FD... | 5 | 5 | 0.74% | 2.09% | 3.09% | Q2 2022 | Q2 2023 | 5 |
| HCA | HCA HEALTHCARE INC | 5 | 5 | 0.44% | 1.98% | 3.53% | Q2 2022 | Q2 2023 | 5 |
| VTV | VANGUARD INDEX FDS | 5 | 5 | 0.62% | 1.63% | 2.44% | Q2 2022 | Q2 2023 | 5 |
| MSFT | MICROSOFT CORP | 5 | 5 | 0.62% | 1.51% | 2.40% | Q2 2022 | Q2 2023 | 5 |
| IVW | ISHARES TR | 5 | 5 | 0.43% | 1.34% | 2.23% | Q2 2022 | Q2 2023 | 5 |
| ESGD | ISHARES TR | 5 | 5 | 0.38% | 1.33% | 2.14% | Q2 2022 | Q2 2023 | 5 |
| AAPL | APPLE INC | 5 | 5 | 0.54% | 1.17% | 2.14% | Q2 2022 | Q2 2023 | 5 |
| XLE | SELECT SECTOR SPDR TR | 5 | 5 | 0.18% | 0.70% | 1.07% | Q2 2022 | Q2 2023 | 5 |
| XOM | EXXON MOBIL CORP | 5 | 5 | 0.15% | 0.55% | 0.84% | Q2 2022 | Q2 2023 | 5 |
| ARCC | ARES CAPITAL CORP | 5 | 5 | 0.30% | 0.54% | 0.71% | Q2 2022 | Q2 2023 | 5 |
| IBB | ISHARES TR | 5 | 5 | 0.15% | 0.42% | 0.62% | Q2 2022 | Q2 2023 | 5 |
| EPD | ENTERPRISE PRODS PARTN... | 5 | 5 | 0.12% | 0.41% | 0.65% | Q2 2022 | Q2 2023 | 5 |
| KMI | KINDER MORGAN INC DEL | 5 | 5 | 0.11% | 0.33% | 0.49% | Q2 2022 | Q2 2023 | 5 |
| GBDC | GOLUB CAP BDC INC | 4 | 4 | 5.35% | 14.53% | 23.15% | Q2 2022 | Q1 2023 | 4 |
| VONG | VANGUARD SCOTTSDALE FDS | 3 | 3 | 20.40% | 23.87% | 29.49% | Q4 2022 | Q2 2023 | 3 |
| IBTD | ISHARES TR | 3 | 3 | 0.52% | 0.56% | 0.61% | Q4 2022 | Q2 2023 | 3 |
| PIMCO ACCESS INCOME FUND | 2 | 2 | 5.60% | 6.74% | 7.89% | Q2 2022 | Q3 2022 | 2 | |
| COM | DIREXION SHS ETF TR | 2 | 2 | 4.46% | 5.26% | 6.05% | Q2 2022 | Q3 2022 | 2 |
| XLP | SELECT SECTOR SPDR TR | 2 | 2 | 4.21% | 4.86% | 5.52% | Q2 2022 | Q3 2022 | 2 |
| IEP | ICAHN ENTERPRISES LP | 2 | 2 | 3.71% | 4.61% | 5.52% | Q2 2022 | Q3 2022 | 2 |
| XLY | SELECT SECTOR SPDR TR | 2 | 2 | 3.15% | 3.85% | 4.55% | Q2 2022 | Q3 2022 | 2 |
| IHI | ISHARES TR | 2 | 2 | 3.18% | 3.68% | 4.19% | Q2 2022 | Q3 2022 | 2 |
| TAN | INVESCO EXCH TRADED FD... | 2 | 2 | 2.37% | 2.95% | 3.52% | Q2 2022 | Q3 2022 | 2 |
| PDI | PIMCO DYNAMIC INCOME FD | 2 | 2 | 2.29% | 2.62% | 2.95% | Q2 2022 | Q3 2022 | 2 |
| RIO | RIO TINTO PLC | 2 | 2 | 1.80% | 2.05% | 2.31% | Q2 2022 | Q3 2022 | 2 |
| PBW | INVESCO EXCHANGE TRADE... | 2 | 2 | 1.43% | 1.74% | 2.05% | Q2 2022 | Q3 2022 | 2 |
| NUE | NUCOR CORP | 2 | 2 | 1.14% | 1.41% | 1.68% | Q2 2022 | Q3 2022 | 2 |
| ARCB | ARCBEST CORP | 2 | 2 | 1.14% | 1.40% | 1.65% | Q2 2022 | Q3 2022 | 2 |
| AMD | ADVANCED MICRO DEVICES... | 2 | 2 | 1.20% | 1.30% | 1.40% | Q2 2022 | Q3 2022 | 2 |
| WSC | WILLSCOT MOBIL MINI HL... | 2 | 2 | 0.91% | 1.25% | 1.59% | Q2 2022 | Q3 2022 | 2 |
| NVDA | NVIDIA CORPORATION | 2 | 2 | 1.12% | 1.21% | 1.30% | Q2 2022 | Q3 2022 | 2 |
| IT | GARTNER INC | 2 | 2 | 0.88% | 1.14% | 1.40% | Q2 2022 | Q3 2022 | 2 |
| TSM | TAIWAN SEMICONDUCTOR M... | 2 | 2 | 1.02% | 1.11% | 1.20% | Q2 2022 | Q3 2022 | 2 |
| MU | MICRON TECHNOLOGY INC | 2 | 2 | 0.95% | 1.05% | 1.15% | Q2 2022 | Q3 2022 | 2 |
| HACK | ETF MANAGERS TR | 2 | 2 | 0.88% | 1.04% | 1.20% | Q2 2022 | Q3 2022 | 2 |
| PWR | QUANTA SVCS INC | 2 | 2 | 0.79% | 0.99% | 1.20% | Q2 2022 | Q3 2022 | 2 |
| GLW | CORNING INC | 2 | 2 | 0.80% | 0.93% | 1.07% | Q2 2022 | Q3 2022 | 2 |
| CRWD | CROWDSTRIKE HLDGS INC | 2 | 2 | 0.77% | 0.92% | 1.07% | Q2 2022 | Q3 2022 | 2 |
| HD | HOME DEPOT INC | 2 | 2 | 0.75% | 0.88% | 1.02% | Q2 2022 | Q3 2022 | 2 |
| BAH | BOOZ ALLEN HAMILTON HL... | 2 | 2 | 0.68% | 0.85% | 1.01% | Q2 2022 | Q3 2022 | 2 |
| PHM | PULTE GROUP INC | 2 | 2 | 0.73% | 0.83% | 0.94% | Q2 2022 | Q3 2022 | 2 |
| CMI | CUMMINS INC | 2 | 2 | 0.59% | 0.75% | 0.91% | Q2 2022 | Q3 2022 | 2 |
| GS | GOLDMAN SACHS GROUP INC | 2 | 2 | 0.62% | 0.74% | 0.85% | Q2 2022 | Q3 2022 | 2 |
| T | AT&T INC | 2 | 2 | 0.55% | 0.58% | 0.61% | Q2 2022 | Q3 2022 | 2 |
| PANW | PALO ALTO NETWORKS INC | 2 | 2 | 0.46% | 0.55% | 0.64% | Q2 2022 | Q3 2022 | 2 |
| SBUX | STARBUCKS CORP | 2 | 2 | 0.47% | 0.49% | 0.52% | Q1 2023 | Q2 2023 | 2 |
| RSP | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.43% | 0.44% | 0.45% | Q4 2022 | Q1 2023 | 2 |
| GLOBAL X FDS | 2 | 2 | 0.24% | 0.31% | 0.38% | Q2 2022 | Q3 2022 | 2 | |
| VO | VANGUARD INDEX FDS | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2022 | Q3 2022 | 2 |
| SCHO | SCHWAB STRATEGIC TR | 1 | 1 | 8.80% | 8.80% | 8.80% | Q2 2022 | Q2 2022 | 1 |
| IEIH | ISHARES U S ETF TR | 1 | 1 | 3.52% | 3.52% | 3.52% | Q2 2022 | Q2 2022 | 1 |
| CLOU | GLOBAL X FDS | 1 | 1 | 2.92% | 2.92% | 2.92% | Q2 2022 | Q2 2022 | 1 |
| AVGO | BROADCOM INC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2022 | Q2 2022 | 1 |
| SHY | ISHARES TR | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2022 | Q2 2022 | 1 |
| SAIA | SAIA INC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2022 | Q2 2022 | 1 |
| WCLD | WISDOMTREE TR | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2022 | Q2 2022 | 1 |
| IFF | INTERNATIONAL FLAVORS&... | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2023 | Q2 2023 | 1 |
| FINX | GLOBAL X FDS | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2022 | Q2 2022 | 1 |
| IDNA | ISHARES TR | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2022 | Q2 2022 | 1 |
| VGSH | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2022 | Q2 2022 | 1 |
| EDOC | GLOBAL X FDS | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2022 | Q2 2022 | 1 |
| ACM | AECOM | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2022 | Q2 2022 | 1 |
| SWKS | SKYWORKS SOLUTIONS INC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2022 | Q2 2022 | 1 |
| ARKF | ARK ETF TR | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2022 | Q2 2022 | 1 |
| ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
| AMZN | AMAZON COM INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
| AMX | AMERICA MOVIL SAB DE CV | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2022 | Q2 2022 | 1 |
| ASML | ASML HOLDING N V | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
| ZBRA | ZEBRA TECHNOLOGIES COR... | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
| APTV | APTIV PLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
| AIMC | ALTRA INDL MOTION CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Download | |||||||||
The securities at the top of the list , including VANGUARD INDEX FDS, SPDR S&P 500 ETF TR, and FS KKR CAP CORP, are the highest-conviction holdings of Ulrich Consultants & Investment Group, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Ulrich Consultants & Investment Group, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Ulrich Consultants & Investment Group, LLC owns currently or has owned in the past.