Ulland Investment Advisors, LLC - Q1 2023 holdings

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$85.1 Thousand is the total value of Ulland Investment Advisors, LLC's 213 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 11.4% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
UNH SellUnitedHealth Group, Inc.stock$6,352
-12.2%
13,441
-1.5%
7.46%
-13.6%
AAPL  Apple, Inc.stock$6,059
+26.9%
36,7420.0%7.12%
+24.8%
GOOG SellAlphabet, Inc.stock$5,241
+15.1%
50,395
-1.8%
6.16%
+13.2%
AXON SellAxon Enterprise, Inc.stock$5,151
+32.2%
22,907
-2.4%
6.05%
+30.1%
QQQ SellInvesco QQQ Trustetf$5,035
+16.9%
15,689
-3.0%
5.92%
+14.9%
SKY SellSkyline Champion Corporationstock$4,276
+33.0%
56,840
-8.9%
5.02%
+30.8%
V SellVisa, Inc.stock$3,209
+4.6%
14,234
-3.6%
3.77%
+2.9%
AMZN SellAmazon.com, Inc.stock$3,124
+21.1%
30,247
-1.5%
3.67%
+19.1%
FB SellMeta Platforms, Inc.stock$2,898
+60.0%
13,672
-9.1%
3.40%
+57.3%
CHK SellChesapeake Energy Corporationstock$2,797
-23.2%
36,778
-4.7%
3.29%
-24.5%
GOOGL SellAlphabet, Inc.stock$2,710
+17.0%
26,126
-0.5%
3.18%
+15.0%
LOW SellLowe's Companies, Inc.stock$2,704
-10.3%
13,521
-10.7%
3.18%
-11.8%
SCHM SellSchwab U.S. Mid-Cap ETFetf$2,368
-4.5%
34,900
-7.6%
2.78%
-6.0%
EEFT SellEuronet Worldwide, Inc.stock$2,169
+15.5%
19,384
-2.6%
2.55%
+13.6%
BRKA  Berkshire Hathaway Inc.stock$1,862
-0.7%
40.0%2.19%
-2.3%
RRC SellRange Resources Corporationstock$1,679
-19.9%
63,435
-24.3%
1.97%
-21.3%
IUSG SelliShares Core S&P U.S. Growth ETFetf$1,360
-23.9%
15,315
-30.1%
1.60%
-25.2%
PTH SellInvesco DWA Healthcare Momentum ETFetf$1,235
-24.6%
11,005
-17.4%
1.45%
-25.9%
SCHX SellSchwab U.S. Large Cap ETFetf$1,185
-3.4%
24,493
-9.9%
1.39%
-5.0%
SPY SellSPDR S&P 500 ETFetf$1,139
-1.7%
2,781
-8.2%
1.34%
-3.4%
ICE SellIntercontinental Exchange, Inc.stock$1,121
-3.4%
10,745
-5.1%
1.32%
-5.0%
DSI  iShares MSCI KLD 400 Social ETFetf$1,112
+8.6%
14,2600.0%1.31%
+6.8%
DGII BuyDigi International, Inc.stock$957
+560.0%
28,418
+615.8%
1.12%
+550.3%
XLE SellEnergy Select Sector SPDR Fundetf$929
-20.5%
11,220
-16.0%
1.09%
-21.8%
DVN SellDevon Energy Corporationstock$923
-48.4%
18,247
-37.3%
1.08%
-49.3%
JUST  Goldman Sachs JUST U.S. Large Cap Equity ETFetf$834
+6.1%
14,2200.0%0.98%
+4.4%
BSX SellBoston Scientific Groupstock$813
-2.4%
16,251
-9.7%
0.96%
-4.0%
SUSA  iShares MSCI USA ESG Select ETFetf$779
+6.6%
8,8800.0%0.92%
+4.8%
PFE SellPfizer, Inc.stock$649
-27.6%
15,907
-9.1%
0.76%
-28.8%
BRKB  Berkshire Hathaway Inc.stock$5830.0%1,8880.0%0.68%
-1.7%
EA SellElectronic Arts, Inc.stock$530
-20.2%
4,403
-19.0%
0.62%
-21.4%
LOWC  SPDR MSCI ACWI Low Carbon Target ETFetf$523
+7.8%
18,5200.0%0.62%
+6.0%
MSFT SellMicrosoft Corporationstock$520
+13.0%
1,802
-6.1%
0.61%
+11.1%
INTU SellIntuit, Inc.stock$489
+8.7%
1,096
-5.1%
0.58%
+6.9%
CLF SellCleveland Cliffs, Inc.stock$488
-5.4%
26,604
-16.9%
0.57%
-7.1%
LH SellLaboratory Corporation of America Holdingsstock$487
-42.1%
2,123
-40.5%
0.57%
-43.1%
STEM SellStem, Inc.stock$465
-61.8%
81,995
-39.8%
0.55%
-62.4%
KRBN SellKraneShares Global Carbon ETFetf$435
-28.1%
10,965
-33.9%
0.51%
-29.3%
ACES SellALPS Clean Energy ETFetf$417
-12.8%
8,965
-14.7%
0.49%
-14.2%
ECL  Ecolab, Inc.stock$357
+13.7%
2,1590.0%0.42%
+12.0%
WFCPRL BuyWells Fargo Capital 7.50convertible preferred$339
+81.3%
288
+82.3%
0.40%
+78.5%
SCHD BuySchwab US Dividend ETFetf$331
+28.3%
4,527
+32.6%
0.39%
+26.3%
VOO SellVanguard S&P 500 ETFetf$326
-13.1%
867
-18.7%
0.38%
-14.5%
COST  Costco Wholesale Corporationstock$296
+8.8%
5950.0%0.35%
+7.1%
JNJ  Johnson & Johnsonstock$279
-12.3%
1,7990.0%0.33%
-13.7%
BDX  Becton, Dickinson and Companystock$272
-2.9%
1,1000.0%0.32%
-4.5%
PG  Procter & Gamble Corporationstock$268
-2.2%
1,8050.0%0.32%
-3.7%
MMM  3M Companystock$235
-12.6%
2,2390.0%0.28%
-14.0%
IWR  iShares Russell Mid-Cap ETFetf$231
+3.6%
3,3000.0%0.27%
+1.9%
XLV  Health Care Select Sector SPDR Fundetf$227
-4.6%
1,7500.0%0.27%
-6.0%
LGLV BuySPDR SSGA US Large Cap Low Volatility ETFetf$227
+0.9%
1,663
+0.3%
0.27%
-0.7%
AAP SellAdvance Auto Parts, Inc.stock$223
-20.1%
1,830
-3.7%
0.26%
-21.3%
ISRG SellIntuitive Surgical, Inc.stock$216
-4.8%
846
-1.2%
0.25%
-6.3%
RTX  Raytheon Technologiesstock$210
-2.8%
2,1440.0%0.25%
-4.3%
ICLN SelliShares Global Clean Energyetf$191
-17.7%
9,666
-17.4%
0.22%
-19.1%
BACPRL  Bank of America 7.25convertible preferred$186
+1.1%
1590.0%0.22%
-0.5%
CAT  Caterpillar, Inc.stock$164
-4.1%
7150.0%0.19%
-5.4%
PM  Philip Morris International, Inc.stock$158
-3.7%
1,6220.0%0.19%
-5.1%
TT  Trane Technologies, Plcstock$147
+9.7%
8000.0%0.17%
+8.1%
TGT  Target Corporationstock$141
+11.0%
8500.0%0.17%
+9.2%
SCHW BuyCharles Schwab Corporationstock$132
+1785.7%
2,522
+2975.6%
0.16%
+1837.5%
HCA  HCA Healthcare, Inc.stock$123
+9.8%
4670.0%0.14%
+8.2%
PSI  Invesco Dynamic Semiconductors ETFetf$119
+24.0%
9600.0%0.14%
+21.7%
CVX  Chevron Corporationstock$117
-9.3%
7180.0%0.14%
-11.0%
MSOS BuyAdvisorShares Pure US Cannabis ETFetf$115
-17.9%
20,175
+0.4%
0.14%
-19.2%
MS SellMorgan Stanleystock$106
-1.9%
1,208
-5.3%
0.12%
-3.1%
MRK  Merck & Co., Inc.stock$105
-3.7%
9830.0%0.12%
-5.4%
GNRC SellGenerac Holdings Inc.stock$103
+1.0%
952
-6.4%
0.12%
-0.8%
CARR  Carrier Global Corporationstock$98
+11.4%
2,1440.0%0.12%
+9.5%
VTI  Vanguard Total Stock Market ETFetf$97
+6.6%
4750.0%0.11%
+4.6%
TSLA  Tesla Motors, Inc.stock$92
+70.4%
4420.0%0.11%
+66.2%
SYK  Stryker Corporationstock$91
+16.7%
3200.0%0.11%
+15.1%
OTIS  Otis Worldwide Corporationstock$90
+7.1%
1,0710.0%0.11%
+6.0%
CVS BuyCVS Health Corporationstock$83
+822.2%
1,111
+1000.0%
0.10%
+790.9%
VPU  Vanguard Utilities ETFetf$83
-3.5%
5630.0%0.10%
-4.9%
DIS  The Walt Disney Companystock$83
+15.3%
8320.0%0.10%
+14.0%
PEP  Pepsico, Inc.stock$78
+1.3%
4280.0%0.09%0.0%
PGR  The Progressive Corporationstock$76
+10.1%
5300.0%0.09%
+8.5%
VB  Vanguard Small Cap ETFetf$73
+2.8%
3850.0%0.09%
+1.2%
LLY  Eli Lilly and Companystock$69
-5.5%
2000.0%0.08%
-6.9%
PDBC BuyInvesco Optimum Yield Diversified Commodity Strategy ETFetf$68
+15.3%
4,815
+20.4%
0.08%
+12.7%
EW  Edwards Life Sciencesstock$65
+12.1%
7800.0%0.08%
+10.1%
GS  Goldman Sachs Group, Inc.stock$65
-5.8%
2000.0%0.08%
-7.3%
NSC  Norfolk Southern Corporationstock$64
-13.5%
3000.0%0.08%
-14.8%
USB  U.S. Bancorpstock$61
-17.6%
1,6920.0%0.07%
-18.2%
IGV  iShares Expanded Tech-Software Sector ETFetf$61
+19.6%
2000.0%0.07%
+18.0%
SOI NewSolaris Oilfield Infrastructure, Inc.stock$58–6,840
+100.0%
0.07%–
HON SellHoneywell International, Inc.stock$57
-79.7%
300
-77.1%
0.07%
-80.1%
BKNG  Booking Holdings Inc.stock$56
+33.3%
210.0%0.07%
+32.0%
CNP  CenterPoint Energy, Inc.stock$56
-1.8%
1,9000.0%0.07%
-2.9%
XOP SellSPDR S&P Oil & Gas Exploration & Production ETFetf$54
-55.0%
425
-52.0%
0.06%
-55.9%
WFC  Wells Fargo & Companystock$54
-8.5%
1,4350.0%0.06%
-11.3%
FIS SellFidelity National Information Services, Inc.stock$49
-92.9%
908
-91.1%
0.06%
-93.0%
AMGN  Amgen, Inc.stock$48
-9.4%
2000.0%0.06%
-11.1%
XOM  Exxon Mobil Corporationstock$470.0%4280.0%0.06%
-1.8%
JPM  JP Morgan Chase & Co.stock$46
-2.1%
3500.0%0.05%
-3.6%
XEL  Xcel Energy, Inc.stock$45
-4.3%
6700.0%0.05%
-5.4%
IYZ  iShares U.S. Telecommunications ETFetf$44
+4.8%
1,8900.0%0.05%
+4.0%
XLI  Industrial Select Sector SPDR Fundetf$43
+2.4%
4250.0%0.05%
+2.0%
INFL  Horizon Kinetics Inflation Beneficiaries ETFetf$420.0%1,3500.0%0.05%
-2.0%
IR  Ingersoll Rand, Inc.stock$41
+10.8%
7050.0%0.05%
+9.1%
MO  Altria Group, Inc.stock$41
-2.4%
9120.0%0.05%
-4.0%
T  AT&T, Inc.stock$39
+5.4%
2,0170.0%0.05%
+4.5%
BJK  VanEck Vectors Gaming ETFetf$39
+14.7%
8700.0%0.05%
+12.2%
BUG  Global X Cybersecurityetf$39
+11.4%
1,6660.0%0.05%
+9.5%
ORCL  Oracle Corporationstock$38
+15.2%
4040.0%0.04%
+15.4%
SJM BuyJ.M. Smucker Companystock$370.0%237
+0.9%
0.04%
-2.3%
RGLD NewRoyal Gold, Inc.stock$32–245
+100.0%
0.04%–
WEC  WEC Energy Group, Inc.stock$310.0%3310.0%0.04%
-2.7%
NEE  NextEra Energy, Inc.stock$30
-9.1%
3940.0%0.04%
-10.3%
MA  Mastercard Incorporatedstock$30
+3.4%
820.0%0.04%0.0%
BMY  Bristol Myers Squibb Companystock$30
-3.2%
4350.0%0.04%
-5.4%
BABA  Alibaba Group Holding Limitedadr$29
+16.0%
2850.0%0.03%
+13.3%
WMT  Walmart, Inc.stock$29
+3.6%
1950.0%0.03%
+3.0%
MPV  Barings Participation Investorscef$28
+3.7%
2,2090.0%0.03%
+3.1%
ALLE  Allegion, Plcstock$280.0%2660.0%0.03%0.0%
SCHA SellSchwab U.S. Small Cap ETFetf$25
-21.9%
600
-25.0%
0.03%
-23.7%
SNA  Snap-on Incorporatedstock$25
+8.7%
1000.0%0.03%
+7.4%
ABBV  AbbVie, Inc.stock$240.0%1500.0%0.03%
-3.4%
DBC SellInvesco DB Commodity Index Tracking Fundetf$24
-51.0%
1,000
-50.0%
0.03%
-52.5%
CSCO  Cisco Systems, Inc.stock$24
+14.3%
4500.0%0.03%
+12.0%
WPM  Wheaton Precious Metals Corporationstock$23
+27.8%
4700.0%0.03%
+22.7%
IJS  iShares S&P Small Cap 600 Value ETFetf$230.0%2500.0%0.03%0.0%
HD SellThe Home Depot, Inc.stock$23
-53.1%
79
-48.7%
0.03%
-54.2%
APG  APi Group Corporationstock$22
+15.8%
1,0000.0%0.03%
+13.0%
ETR  Entergy Corporationstock$22
-4.3%
2000.0%0.03%
-3.7%
VYM  Vanguard High Dividend Yield ETFetf$220.0%2050.0%0.03%0.0%
BP  BP, Plcadr$22
+10.0%
5750.0%0.03%
+8.3%
APD  Air Products & Chemicals, Inc.stock$22
-4.3%
750.0%0.03%
-3.7%
VUG  Vanguard Growth ETFetf$21
+16.7%
850.0%0.02%
+13.6%
SBUX  Starbucks Corporationstock$21
+5.0%
2000.0%0.02%
+4.2%
EMN  Eastman Chemical Companystock$21
+5.0%
2500.0%0.02%
+4.2%
BA  Boeing Companystock$20
+11.1%
960.0%0.02%
+9.1%
ADBE  Adobe Systems, Inc.stock$19
+11.8%
500.0%0.02%
+10.0%
EMR  Emerson Electric Companystock$18
-10.0%
2050.0%0.02%
-12.5%
VICR  Vicor Corporationstock$18
-14.3%
3860.0%0.02%
-16.0%
TMO  Thermo Fisher Scientific, Inc.stock$170.0%300.0%0.02%0.0%
DUK  Duke Energy Corporationstock$17
-5.6%
1720.0%0.02%
-9.1%
 Royal Dutch Shell, Plcadr$170.0%3000.0%0.02%0.0%
MCI  Barings Corporate Investorscef$160.0%1,1650.0%0.02%0.0%
DD  DuPont de Nemours, Inc.stock$16
+6.7%
2250.0%0.02%
+5.6%
NVDA  NVidia Corporationstock$15
+87.5%
530.0%0.02%
+80.0%
VSS  Vanguard FTSE All-World Ex-US Small-Cap Index ETFetf$14
+7.7%
1250.0%0.02%0.0%
VYMI  Vanguard International High Dividend Yield ETFetf$14
+7.7%
2200.0%0.02%0.0%
VEA  Vanguard FTSE Developed Markets ETFetf$14
+7.7%
3200.0%0.02%0.0%
VWO SellVanguard FTSE Emerging Markets ETFetf$13
-7.1%
325
-12.2%
0.02%
-11.8%
VNQ SellVanguard Real Estate ETFetf$12
-40.0%
150
-37.5%
0.01%
-41.7%
BBY  Best Buy Co., Inc.stock$120.0%1500.0%0.01%0.0%
CDW  CDW Corporationstock$12
+9.1%
630.0%0.01%
+7.7%
VMW  VMware, Inc.stock$120.0%990.0%0.01%0.0%
MPC  Marathon Petroleum Corporationstock$12
+20.0%
900.0%0.01%
+16.7%
DOW  Dow, Inc.stock$12
+9.1%
2250.0%0.01%
+7.7%
ENB  Enbridge, Inc.stock$11
-8.3%
2950.0%0.01%
-7.1%
ACN  Accenture, PLCstock$110.0%400.0%0.01%0.0%
ALB  Albemarle Corporationstock$10
+11.1%
430.0%0.01%
+9.1%
INTC  Intel Corporationstock$10
+25.0%
2980.0%0.01%
+20.0%
WBA  Walgreens Boots Alliance, Inc.stock$10
-9.1%
3000.0%0.01%
-7.7%
 ProShares Bitcoin Strategy ETFetf$9
+80.0%
5000.0%0.01%
+83.3%
CHTR  Charter Communications, Inc.stock$9
+12.5%
250.0%0.01%
+10.0%
GIS  General Mills, Inc.stock$9
+12.5%
1000.0%0.01%
+10.0%
DELL  Dell Technologies, Inc.stock$90.0%2280.0%0.01%0.0%
IWM  iShares Russell 2000 ETFetf$90.0%500.0%0.01%0.0%
MELI  MercadoLibre, Inc.stock$8
+60.0%
60.0%0.01%
+50.0%
MOS  Mosaic Companystock$80.0%1850.0%0.01%
-10.0%
EXC  Exelon Corporationstock$8
-11.1%
2000.0%0.01%
-18.2%
VFH SellVanguard Financials ETFetf$8
-87.7%
100
-87.3%
0.01%
-88.5%
RGEN  Repligen Corporationstock$70.0%410.0%0.01%0.0%
CB  Chubb Limitedstock$7
-12.5%
350.0%0.01%
-20.0%
F  Ford Motor Companystock$70.0%5770.0%0.01%0.0%
 Warner Bros. Discovery, Inc.stock$7
+40.0%
4870.0%0.01%
+33.3%
AEP  American Electric Power Company, Inc.stock$60.0%640.0%0.01%0.0%
FAST  Fastenal Corporationstock$6
+20.0%
1140.0%0.01%
+16.7%
 Embecta Corporationstock$60.0%2200.0%0.01%0.0%
NKE  Nike, Inc.stock$50.0%430.0%0.01%0.0%
AWK  American Water Works Company, Inc.stock$50.0%350.0%0.01%0.0%
BKI  Black Knight, Inc.stock$5
-16.7%
950.0%0.01%
-14.3%
KBE  SPDR S&P Bank ETFetf$5
-16.7%
1240.0%0.01%
-14.3%
RMD  Resmed, Inc.stock$50.0%250.0%0.01%0.0%
 Constellation Energy Corporationstock$5
-16.7%
660.0%0.01%
-14.3%
RPV  Invesco S&P 500 Pure Value ETFetf$40.0%510.0%0.01%0.0%
COP  ConocoPhillipsstock$4
-20.0%
400.0%0.01%
-16.7%
KO  The Coca-Cola Companystock$40.0%600.0%0.01%0.0%
AWR  American States Water Companystock$30.0%310.0%0.00%0.0%
CPE  Callon Petroleum Companystock$3
-25.0%
980.0%0.00%
-20.0%
BLOK  Amplify Transformational Data Sharing ETFetf$3
+50.0%
1500.0%0.00%
+100.0%
VAW  Vanguard Materials ETFetf$30.0%150.0%0.00%0.0%
COIN  Coinbase Global, Inc.stock$2
+100.0%
300.0%0.00%
+100.0%
ASML  ASML Holding N.V.adr$20.0%30.0%0.00%0.0%
OGN  Organon & Companystock$20.0%720.0%0.00%0.0%
AUTL  Autolus Therapeuticsadr$20.0%1,0000.0%0.00%0.0%
PII  Polaris, Inc.stock$10.0%130.0%0.00%0.0%
OCUL  Ocular Therapeutix, Inc.stock$10.0%2500.0%0.00%0.0%
 Rivian Automotive, Inc.stock$10.0%360.0%0.00%0.0%
NFLX  Netflix, Inc.stock$10.0%20.0%0.00%0.0%
CRM  Salesforce.com, Inc.stock$10.0%60.0%0.00%0.0%
 General Electric Companystock$10.0%130.0%0.00%0.0%
EYPT  EyePoint Pharmaceuticals, Inc.stock$1
-50.0%
5000.0%0.00%
-50.0%
WTRG  Essential Utilities, Inc.stock$10.0%300.0%0.00%0.0%
 Disc Medicine, Inc.stock$10.0%340.0%0.00%0.0%
BAC  Bank of America Corporatoinstock$10.0%200.0%0.00%0.0%
 ADS-TEC Energy, PLC Warrants (Exp. 12/22/26)stock$10.0%3,1090.0%0.00%0.0%
GRMN  Garmin, Ltd.stock$10.0%130.0%0.00%0.0%
VTRS  Viatris Inc.stock$0–80.0%0.00%–
REAL  The RealReal, Inc.stock$0–1720.0%0.00%–
SellAlgoma Steel Group, Inc.stock$0
-100.0%
0
-100.0%
0.00%
-100.0%
AMC  AMC Entertainment Holdings, Inc.stock$0–20.0%0.00%–
NewGE HealthCare Technologies, Inc.stock$0–4
+100.0%
0.00%–
 Cellebrite Warrants (Exp. 8/30/26)stock$0–160.0%0.00%–
GME  GameStop Corporationstock$0–160.0%0.00%–
FNDE ExitSchwab Fundamental Emerging Markets Large Company Index ETFetf$0–-6
-100.0%
0.00%–
GMTX ExitGemini Therapeutics, Inc.stock$0–0
+100.0%
0.00%–
NIO ExitNIO, Inc.adr$0–-10
-100.0%
0.00%–
 Appreciate Holdings, Inc. Warrants (Exp. 11/29/2027)stock$0–5000.0%0.00%–
BYND  Beyond Meat, Inc.stock$0–80.0%0.00%–
SONY  Sony Group Corporationadr$0–20.0%0.00%–
GGZ  Gabelli Global Small & Mid Capcef$0–200.0%0.00%–
XLF ExitFinancial Select Sector SPDR Fundetf$0–-50
-100.0%
-0.00%–
GOL ExitGol Linhas Aereas Inteligentes S.A.adr$0–-1,150
-100.0%
-0.00%–
OXY ExitOccidental Petroleum Corporationstock$0–-150
-100.0%
-0.01%–
KMI ExitKinder Morgan, Inc.stock$0–-1,200
-100.0%
-0.03%–
SLYG ExitSPDR S&P 600 Small Cap Growth ETFetf$0–-300
-100.0%
-0.03%–
MDT ExitMedtronic, Plcstock$0–-300
-100.0%
-0.03%–
PYPL ExitPayPal Holdings, Inc.stock$0–-400
-100.0%
-0.03%–
SIVB ExitSVB Financial Groupstock$0–-134
-100.0%
-0.04%–
ExitKraneShares European Carbon ETFetf$0–-2,000
-100.0%
-0.07%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-04-17
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
UnitedHealth Group, Inc.8Q3 20238.6%
Invesco QQQ Trust ETF8Q3 20237.1%
Apple, Inc.8Q3 20237.3%
Alphabet, Inc.8Q3 20237.2%
Axon Enterprise, Inc.8Q3 20236.1%
Amazon.com, Inc.8Q3 20234.6%
Skyline Champion Corporation8Q3 20235.0%
Wells Fargo Capital 7.508Q3 202310.0%
Meta Platforms, Inc.8Q3 20234.6%
Lowe's Companies, Inc.8Q3 20233.6%

View Ulland Investment Advisors, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-25
13F-HR2024-01-16
13F-HR2023-10-23
13F-HR2023-07-20
13F-HR2023-04-17
13F-HR2023-01-31
13F-HR2022-10-12
13F-HR2022-07-25
13F-HR2022-05-09
13F-HR2022-02-16

View Ulland Investment Advisors, LLC's complete filings history.

All filings

View complete filings history.

Export Ulland Investment Advisors, LLC's holdings

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