| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UnitedHealth Group, Inc. | 11 | Q2 2024 | 8.6% |
| Invesco QQQ Trust ETF | 11 | Q2 2024 | 7.5% |
| Alphabet, Inc. | 11 | Q2 2024 | 7.2% |
| Apple, Inc. | 11 | Q2 2024 | 7.3% |
| Axon Enterprise, Inc. | 11 | Q2 2024 | 6.1% |
| Amazon.com, Inc. | 11 | Q2 2024 | 4.6% |
| Meta Platforms, Inc. | 11 | Q2 2024 | 5.5% |
| Skyline Champion Corporation | 11 | Q2 2024 | 5.0% |
| Wells Fargo Capital 7.50 | 11 | Q2 2024 | 10.0% |
| Alphabet, Inc. | 11 | Q2 2024 | 3.7% |
View Ulland Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| N-PX | 2024-07-16 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-25 |
View Ulland Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.