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Ulland Investment Advisors

Latest statistics and disclosures from Ulland Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, GOOG, META, QQQ, VRT, and represent 30.35% of Ulland Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: STIP, CRWD, XYZ, SLV, GLD, MIR, ROCQ, AMKR, RGLD, NRP.
Started 13 new stock positions in DTE, SPCX, CECO, DOUG, RGLD, TEM, RSPA, GDXJ, GDX, ERock. LMND, DTM, STIP.
Reduced shares in these 10 stocks: JEPQ, GOOG, VMD, NVDA, AXON, IUSG, META, Exxon Mobil Corp, QQQ, SCHM.
Sold out of its positions in ADBE, FTGC, ITOT, RDDT, SAP, SGVT.
Ulland Investment Advisors was a net buyer of stock by $8.1M.
Ulland Investment Advisors has $142M in assets under management (AUM), dropping by 4.96%.
Central Index Key (CIK): 0001911497

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Portfolio Holdings for Ulland Investment Advisors

Ulland Investment Advisors holds 234 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVidia Corporation Stock (NVDA)	8.3	$12M		51k	228.38	View chart
Alphabet Stock (GOOG)	7.3	$11M		31k	340.74	View chart
Meta Platforms Stock (META)	5.4	$7.6M		11k	725.19	View chart
Invesco QQQ Trust ETF Etf (QQQ)	4.9	$7.0M		9.5k	739.71	View chart
Vertiv Holdings Stock (VRT)	4.5	$6.3M		26k	241.32	View chart
Amazon.com Stock (AMZN)	3.8	$5.3M		22k	249.15	View chart
J.P. Morgan Nasdaq Equity Premium Income ETF Etf (JEPQ)	3.7	$5.3M	-3%	86k	61.26	View chart
J.P. Morgan Equity Premium Income ETF Etf (JEPI)	3.6	$5.2M		92k	56.22	View chart
Axon Enterprise Stock (AXON)	3.3	$4.6M	-2%	11k	422.53	View chart
iShares 0-5 Year TIPS Bond ETF Etf (STIP)	3.1	$4.4M	NEW	44k	99.70	View chart
Alphabet Stock (GOOGL)	3.1	$4.4M		13k	344.11	View chart
Apple Stock (AAPL)	3.0	$4.2M		13k	333.02	View chart
Skyline Champion Corporation Stock (SKY)	2.7	$3.8M		45k	85.70	View chart
Microsoft Corporation Stock (MSFT)	1.9	$2.8M		5.4k	512.95	View chart
Schwab U.S. Mid-Cap ETF Etf (SCHM)	1.9	$2.7M		78k	34.02	View chart
Visa Stock (V)	1.8	$2.5M		7.0k	359.37	View chart
UnitedHealth Group Stock (UNH)	1.5	$2.1M		5.8k	367.01	View chart
J.P. Morgan U.S. Tech Leaders ETF Etf (JTEK)	1.5	$2.1M		20k	105.17	View chart
Marvell Technology Stock (MRVL)	1.4	$2.0M	+5%	7.5k	264.16	View chart
Spdr S&p 500 Etf Etf (SPY)	1.3	$1.9M		2.5k	762.48	View chart
Global X NASDAQ 100 Covered Call ETF Etf (QYLD)	1.1	$1.6M	+2%	86k	18.55	View chart
Lowe's Companies Stock (LOW)	1.1	$1.5M		8.1k	184.26	View chart
Berkshire Hathaway Stock (BRK.A)	1.1	$1.5M		2.00	747000.00	View chart
Block Stock (XYZ)	1.0	$1.4M	+55%	20k	73.52	View chart
iShares Russell 2500 ETF Etf (SMMD)	1.0	$1.4M	-3%	17k	85.52	View chart
Intercontinental Exchange Stock (ICE)	1.0	$1.4M	-2%	9.1k	151.98	View chart
Schwab U.S. Large-Cap ETF Etf (SCHX)	0.9	$1.3M	-2%	42k	29.99	View chart
UMH Properties Reit (UMH)	0.9	$1.2M	+4%	80k	15.40	View chart
CrowdStrike Holdings Stock (CRWD)	0.8	$1.2M	+330%	4.5k	264.76	View chart
Goldman Sachs S&P 500 Core Premium Income ETF Etf (GPIX)	0.8	$1.2M	+10%	21k	55.82	View chart
iShares Expanded Tech-Software Sector ETF Etf (IGV)	0.7	$1.0M		9.7k	106.44	View chart
Berkshire Hathaway Stock (BRK.B)	0.7	$1.0M	+3%	2.1k	497.81	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.7	$1.0M		1.4k	701.12	View chart
iShares Core S&P U.S. Growth ETF Etf (IUSG)	0.7	$970k	-7%	5.0k	193.81	View chart
Synopsys Stock (SNPS)	0.6	$902k	+4%	2.1k	435.12	View chart
Boston Scientific Group Stock (BSX)	0.6	$900k	+8%	21k	43.66	View chart
Alerian MLP ETF Etf (AMLP)	0.6	$844k		16k	51.84	View chart
Natural Resource Partners Stock (NRP)	0.5	$761k	+27%	7.0k	108.71	View chart
Exxon Mobil Corporation Stock	0.5	$682k	-8%	4.2k	162.65	View chart
Alvotech Stock (ALVO)	0.5	$667k	+5%	115k	5.80	View chart
Western Midstream Partners Stock (WES)	0.5	$666k	+2%	15k	44.40	View chart
Generac Holdings Stock (GNRC)	0.5	$650k	+19%	3.1k	207.01	View chart
Amkor Technology Stock (AMKR)	0.4	$624k	+83%	12k	52.35	View chart
Invesco Dynamic Semiconductors ETF Etf (PSI)	0.4	$591k		3.9k	152.44	View chart
Costco Wholesale Corporation Stock (COST)	0.4	$562k		617.00	910.86	View chart
iShares MSCI KLD 400 Social ETF Etf (DSI)	0.4	$545k	-3%	3.7k	146.11	View chart
Mirion Technologies Stock (MIR)	0.4	$534k	+155%	38k	14.11	View chart
iShares Silver Trust Etf (SLV)	0.4	$523k	+1271%	9.6k	54.48	View chart
Sunoco Stock (SUN)	0.4	$510k	+8%	7.0k	72.86	View chart
SPDR Gold Trust Index Etf (GLD)	0.4	$508k	+1060%	1.3k	380.52	View chart
Intuit Stock (INTU)	0.4	$502k	+3%	1.8k	275.67	View chart
Energy Transfer Stock (ET)	0.3	$494k		25k	19.76	View chart
Energy Select Sector SPDR Fund Etf (XLE)	0.3	$478k	-2%	7.8k	61.52	View chart
Dorchester Minerals Stock (DMLP)	0.3	$477k	+6%	17k	28.06	View chart
Goldman Sachs JUST U.S. Large Cap Equity ETF Etf (JUST)	0.3	$433k	-3%	4.0k	109.07	View chart
Palo Alto Networks Stock (PANW)	0.3	$430k		1.1k	397.05	View chart
Black Stone Minerals Stock (BSM)	0.3	$430k	+26%	30k	14.33	View chart
Mplx Stock (MPLX)	0.3	$422k		7.5k	56.27	View chart
Raytheon Technologies Stock (RTX)	0.3	$414k		2.2k	185.73	View chart
Lantheus Holdings Stock (LNTH)	0.3	$406k	-2%	4.1k	99.63	View chart
Enterprise Products Partners Stock (EPD)	0.3	$392k	+3%	11k	35.64	View chart
iShares MSCI USA ESG Select ETF Etf (SUSA)	0.3	$378k	-6%	2.4k	155.56	View chart
Caterpillar Stock (CAT)	0.3	$377k		465.00	810.75	View chart
Johnson & Johnson Stock (JNJ)	0.3	$376k	-4%	1.4k	264.79	View chart
USA Compression Partners Stock (USAC)	0.3	$373k	+15%	15k	24.87	View chart
Ecolab Stock (ECL)	0.3	$363k		1.3k	274.79	View chart
Broadcom Stock (AVGO)	0.3	$359k		1.0k	350.93	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.2	$328k	-2%	2.6k	125.19	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	0.2	$323k		3.0k	106.78	View chart
Laboratory Corporation of America Holdings Stock (LH)	0.2	$321k		1.0k	307.77	View chart
JPMorgan Nasdaq Equity Premium Yield ETF Etf (ROCQ)	0.2	$318k	+5525%	5.6k	56.53	View chart
Microstrategy, Inc. 8.00 Convertible Preferred (STRK)	0.2	$293k		4.0k	74.18	View chart
Plains All American Pipeline Stock (PAA)	0.2	$285k	+4%	12k	23.75	View chart
Philip Morris International Stock (PM)	0.2	$250k		1.3k	190.55	View chart
Eli Lilly and Company Stock (LLY)	0.2	$231k		200.00	1155.00	View chart
Kimberly-Clark Corporation Stock (KMB)	0.2	$217k	+22%	2.2k	97.53	View chart
Taiwan Semiconductor Manufacturing Company Adr (TSM)	0.1	$213k		466.00	457.08	View chart
Royal Gold Stock (RGLD)	0.1	$206k	NEW	874.00	235.70	View chart
Charles Schwab Corporation Stock (SCHW)	0.1	$189k		1.9k	97.62	View chart
Goldman Sachs Group Stock (GS)	0.1	$180k		200.00	900.00	View chart
Procter & Gamble Corporation Stock (PG)	0.1	$171k		1.2k	144.92	View chart
Global X Russell 2000 Covered Call ETF Etf (RYLD)	0.1	$167k		11k	15.46	View chart
Datadog Stock (DDOG)	0.1	$164k		600.00	273.33	View chart
VanEck Gold Miners ETF Etf (GDX)	0.1	$163k	NEW	1.9k	88.01	View chart
J.P. Morgan Hedged Equity Laddered Overlay ETF Etf (HELO)	0.1	$160k	-2%	2.3k	69.26	View chart
Vanguard Small Cap ETF Etf (VB)	0.1	$158k		555.00	284.68	View chart
Global X Cybersecurity Etf (BUG)	0.1	$156k		3.4k	46.22	View chart
ProShares Nasdaq-100 High Income ETF Etf (IQQQ)	0.1	$154k		3.2k	48.89	View chart
HCA Healthcare Stock (HCA)	0.1	$154k		360.00	427.78	View chart
Viemed Healthcare Stock (VMD)	0.1	$144k	-44%	16k	9.07	View chart
Innovator Deepwater Frontier Tech ETF Etf (LOUP)	0.1	$143k	+32%	1.6k	88.54	View chart
Chevron Corporation Stock (CVX)	0.1	$143k		700.00	204.29	View chart
Global X Uranium ETF Etf (URA)	0.1	$142k		3.6k	39.73	View chart
Merck & Co Stock (MRK)	0.1	$139k		957.00	145.25	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.1	$138k		665.00	207.52	View chart
VanEck Junior Gold Miners ETF Etf (GDXJ)	0.1	$137k	NEW	1.2k	114.17	View chart
Vanguard Value Index Fund ETF Etf (VTV)	0.1	$135k		626.00	215.66	View chart
VICI Properties Reit (VICI)	0.1	$133k	-4%	5.8k	23.03	View chart
Intuitive Surgical Stock (ISRG)	0.1	$122k		300.00	406.67	View chart
Carrier Global Corporation Stock (CARR)	0.1	$119k		2.2k	54.86	View chart
JPMorgan Equity Premium Yield ETF Etf (ROCY)	0.1	$118k	+613%	2.1k	55.14	View chart
Coupang Stock (CPNG)	0.1	$116k	+132%	8.4k	13.85	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$113k		301.00	375.42	View chart
Health Care Select Sector SPDR Fund Etf (XLV)	0.1	$113k		670.00	168.66	View chart
Vicor Corporation Stock (VICR)	0.1	$112k		386.00	290.16	View chart
Wells Fargo & Company Stock (WFC)	0.1	$110k		1.4k	80.29	View chart
Southern Copper Corporation Stock (SCCO)	0.1	$104k		511.00	203.52	View chart
CECO Environmental Corporation Stock (CECO)	0.1	$99k	NEW	1.4k	69.47	View chart
Walmart Stock (WMT)	0.1	$98k		943.00	103.92	View chart
3M Company Stock (MMM)	0.1	$96k		585.00	164.10	View chart
Global X Artificial Intelligence & Technology ETF Etf (AIQ)	0.1	$94k		1.5k	64.83	View chart
Norfolk Southern Corporation Stock (NSC)	0.1	$93k		300.00	310.00	View chart
Innovator Nasdaq-100 Managed Floor ETF Etf (QFLR)	0.1	$90k		2.5k	36.00	View chart
Progressive Corporation Stock (PGR)	0.1	$88k		425.00	207.06	View chart
J.P. Morgan Chase & Co. Stock (JPM)	0.1	$84k		253.00	332.02	View chart
Dell Technologies Stock (DELL)	0.1	$81k		150.00	540.00	View chart
Booking Holdings Stock (BKNG)	0.1	$77k		475.00	162.11	View chart
DTE Energy Company Stock (DTE)	0.0	$71k	NEW	585.00	121.37	View chart
Wells Fargo Capital 7.50 Convertible Preferred (WFC.PL)	0.0	$69k	-11%	64.00	1078.12	View chart
Cameco Corporation Stock (CCJ)	0.0	$69k		800.00	86.25	View chart
U.S. Bancorp Stock (USB)	0.0	$69k	-12%	1.2k	58.08	View chart
Lam Research Corporation Stock (LRCX)	0.0	$66k		200.00	330.00	View chart
Target Corporation Stock (TGT)	0.0	$66k		422.00	156.40	View chart
Wheaton Precious Metals Corporation Stock (WPM)	0.0	$60k	-4%	450.00	133.33	View chart
Otis Worldwide Corporation Stock (OTIS)	0.0	$59k	-11%	921.00	64.06	View chart
APi Group Corporation Stock (APG)	0.0	$58k		1.5k	38.67	View chart
Vanguard Dividend Appreciation Index Fund ETF Etf (VIG)	0.0	$56k		240.00	233.33	View chart
Mastercard Incorporated Stock (MA)	0.0	$54k		98.00	551.02	View chart
Edwards Life Sciences Stock (EW)	0.0	$53k		615.00	86.18	View chart
Stryker Corporation Stock (SYK)	0.0	$50k	-18%	180.00	277.78	View chart
Altria Group Stock (MO)	0.0	$49k		732.00	66.94	View chart
Vanguard Growth ETF Etf (VUG)	0.0	$49k		540.00	90.74	View chart
Salesforce.com Stock (CRM)	0.0	$48k		209.00	229.67	View chart
Pepsico Stock (PEP)	0.0	$46k	-15%	363.00	126.72	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.0	$46k		295.00	155.93	View chart
Digital Realty Trust Reit (DLR)	0.0	$43k		245.00	175.51	View chart
Vanguard Utilities ETF Etf (VPU)	0.0	$42k		245.00	171.43	View chart
Tempus AI Stock (TEM)	0.0	$41k	NEW	500.00	82.00	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.0	$40k		562.00	71.17	View chart
Entergy Corporation Stock (ETR)	0.0	$40k		400.00	100.00	View chart
DT Midstream Stock (DTM)	0.0	$39k	NEW	326.00	119.63	View chart
Vanguard Mid-Cap Index Fund ETF Etf (VO)	0.0	$39k		496.00	78.63	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.0	$38k		50.00	760.00	View chart
SPDR SSGA US Large Cap Low Volatility ETF Etf (LGLV)	0.0	$37k		212.00	174.53	View chart
Marathon Petroleum Corporation Stock (MPC)	0.0	$36k		90.00	400.00	View chart
NextEra Energy Stock (NEE)	0.0	$34k		444.00	76.58	View chart
Illinois Tool Works Stock (ITW)	0.0	$34k		132.00	257.58	View chart
Monolithic Power Systems Stock (MPWR)	0.0	$34k		25.00	1360.00	View chart
Grayscale Funds Trust Grayscale ETF Etf (BTCC)	0.0	$34k	+25%	2.5k	13.60	View chart
iShares Core Dividend Growth ETF Etf (DGRO)	0.0	$33k		440.00	75.00	View chart
ProShares Russell 2000 High Income ETF Etf (ITWO)	0.0	$32k		750.00	42.67	View chart
Emerson Electric Company Stock (EMR)	0.0	$32k		205.00	156.10	View chart
iShares S&P Small Cap 600 Value ETF Etf (IJS)	0.0	$32k		250.00	128.00	View chart
J.M. Smucker Company Stock (SJM)	0.0	$32k		269.00	118.96	View chart
Tesla Motors Stock (TSLA)	0.0	$30k		85.00	352.94	View chart
FedEx Corporation Stock (FDX)	0.0	$29k		100.00	290.00	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.0	$28k		466.00	60.09	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$27k		40.00	675.00	View chart
Bitwise 10 Crypto Index Fund Stock (BITW)	0.0	$27k		500.00	54.00	View chart
Honeywell International Stock (HON)	0.0	$27k		127.00	212.60	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$27k		975.00	27.69	View chart
Cisco Systems Stock (CSCO)	0.0	$25k		231.00	108.23	View chart
Samsara Stock (IOT)	0.0	$24k		630.00	38.10	View chart
Constellation Energy Corporation Stock (CEG)	0.0	$23k		91.00	252.75	View chart
Vanguard International High Dividend Yield ETF Etf (VYMI)	0.0	$22k		220.00	100.00	View chart
CenterPoint Energy Stock (CNP)	0.0	$22k		603.00	36.48	View chart
Air Products & Chemicals Stock (APD)	0.0	$21k		75.00	280.00	View chart
Honeywell Aerospace Stock (HONA)	0.0	$20k		127.00	157.48	View chart
Vanguard FTSE All-World Ex-US Small-Cap Index ETF Etf (VSS)	0.0	$19k		125.00	152.00	View chart
Industrial Select Sector SPDR Fund Etf (XLI)	0.0	$17k		100.00	170.00	View chart
Walt Disney Company Stock (DIS)	0.0	$16k		150.00	106.67	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	0.0	$16k	-47%	225.00	71.11	View chart
Vanguard Real Estate ETF Etf (VNQ)	0.0	$15k		170.00	88.24	View chart
iShares Russell 2000 ETF Etf (IWM)	0.0	$14k		50.00	280.00	View chart
Qnity Electronics Stock (Q)	0.0	$14k		112.00	125.00	View chart
Blackstone Stock (BX)	0.0	$14k		124.00	112.90	View chart
Enbridge Stock (ENB)	0.0	$14k		295.00	47.46	View chart
Barings Corporate Investors Cef (MCI)	0.0	$13k		735.00	17.69	View chart
PNC Financial Services Group Stock (PNC)	0.0	$13k		57.00	228.07	View chart
Solventum Corporation Stock (SOLV)	0.0	$13k		146.00	89.04	View chart
Global X S&P 500 Covered Call ETF Etf (XYLD)	0.0	$12k		300.00	40.00	View chart
USA Rare Earth Stock (USAR)	0.0	$12k	+65%	887.00	13.53	View chart
Coursera Stock (COUR)	0.0	$11k	+800%	2.3k	4.89	View chart
Barings Participation Investors Cef (MPV)	0.0	$11k		700.00	15.71	View chart
Chubb Stock (CB)	0.0	$11k		35.00	314.29	View chart
Netflix Stock (NFLX)	0.0	$10k		140.00	71.43	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	0.0	$10k		90.00	111.11	View chart
DuPont de Nemours Stock (DD)	0.0	$10k		75.00	133.33	View chart
Zeta Global Holdings Corporation Stock (ZETA)	0.0	$9.0k		300.00	30.00	View chart
Stanley Black & Decker Stock (SWK)	0.0	$9.0k		97.00	92.78	View chart
nVent Electric Stock (NVT)	0.0	$8.0k		53.00	150.94	View chart
Exelon Corporation Stock (EXC)	0.0	$8.0k		200.00	40.00	View chart
CDW Corporation Stock (CDW)	0.0	$8.0k		63.00	126.98	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.0	$7.0k		34.00	205.88	View chart
Lifecore Biomedical Stock (LFCR)	0.0	$7.0k	+100%	1.0k	7.00	View chart
NeurAxis Stock (NRXS)	0.0	$7.0k		1.0k	7.00	View chart
BP Adr (BP)	0.0	$7.0k		164.00	42.68	View chart
Dow Stock (DOW)	0.0	$6.0k		225.00	26.67	View chart
Camtek Stock (CAMT)	0.0	$6.0k		37.00	162.16	View chart
Accenture Stock (ACN)	0.0	$6.0k		33.00	181.82	View chart
Resmed Stock (RMD)	0.0	$6.0k		25.00	240.00	View chart
American Electric Power Company Stock (AEP)	0.0	$6.0k		50.00	120.00	View chart
Fidelity High Dividend ETF Etf (FDVV)	0.0	$6.0k		100.00	60.00	View chart
REX Drone ETF Etf (DRNZ)	0.0	$6.0k		300.00	20.00	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.0	$5.0k		65.00	76.92	View chart
Home Depot Stock (HD)	0.0	$5.0k	-72%	19.00	263.16	View chart
Lemonade Stock (LMND)	0.0	$5.0k	NEW	100.00	50.00	View chart
Janus Henderson AAA CLO ETF Etf (JAAA)	0.0	$5.0k		100.00	50.00	View chart
FedEx Freight Holding Company Stock (FDXF)	0.0	$5.0k		50.00	100.00	View chart
Bristol Myers Squibb Company Stock (BMY)	0.0	$4.0k		60.00	66.67	View chart
APA Corporation Stock (APA)	0.0	$4.0k		102.00	39.22	View chart
Vanguard Russell 2000 Index Fund ETF Etf (VTWO)	0.0	$4.0k		40.00	100.00	View chart
SPDR S&P Oil & Gas Exploration & Production ETF Etf (XOP)	0.0	$4.0k		25.00	160.00	View chart
JP Morgan International Value ETF Etf (JIVE)	0.0	$4.0k		40.00	100.00	View chart
Garmin Stock (GRMN)	0.0	$4.0k		13.00	307.69	View chart
Invesco Optimum Yield Diversified Commodity Strategy ETF Etf (PDBC)	0.0	$4.0k		213.00	18.78	View chart
C3.ai Stock (AI)	0.0	$3.0k		260.00	11.54	View chart
ERock Stock	0.0	$3.0k	NEW	244.00	12.30	View chart
Freedom 100 Emerging Markets ETF Etf (FRDM)	0.0	$3.0k		40.00	75.00	View chart
Douglas Elliman Stock (DOUG)	0.0	$3.0k	NEW	2.0k	1.50	View chart
Solstice Advanced Materials Stock (SOLS)	0.0	$2.0k		35.00	57.14	View chart
Coca-Cola Company Stock (KO)	0.0	$2.0k		20.00	100.00	View chart
Invesco S&P 500 Equal Weight Income Advantage ETF Etf (RSPA)	0.0	$2.0k	NEW	40.00	50.00	View chart
Space Exploration Technologies Corporation Stock (SPCX)	0.0	$2.0k	NEW	14.00	142.86	View chart
Schwab US Dividend ETF Etf (SCHD)	0.0	$1.0k		36.00	27.78	View chart
CVS Health Corporation Stock (CVS)	0.0	$1.0k		11.00	90.91	View chart
Nike Stock (NKE)	0.0	$1.0k		40.00	25.00	View chart
Alibaba Group Holding Adr (BABA)	0.0	$1.0k		10.00	100.00	View chart
LegalZoom.com Stock (LZ)	0.0	$1.0k		250.00	4.00	View chart
Amplitude Stock (AMPL)	0.0	$1.0k		50.00	20.00	View chart
ERShares Private-Public Crossover ETF Etf (XOVR)	0.0	$1.0k	-50%	50.00	20.00	View chart
Vanguard Total International Stock ETF Etf (VXUS)	0.0	$0		2.00	0.00	View chart
Gabelli Global Small & Mid Cap Cef (GGZ)	0.0	$0		20.00	0.00	View chart
Dole Stock (DOLE)	0.0	$0		30.00	0.00	View chart

Past Filings by Ulland Investment Advisors

SEC 13F filings are viewable for Ulland Investment Advisors going back to 2021

Ulland Investment Advisors 2026 Q3 filed Oct. 13, 2026
Ulland Investment Advisors 2026 Q2 filed July 16, 2026
Ulland Investment Advisors 2026 Q1 filed April 27, 2026
Ulland Investment Advisors 2025 Q4 filed Jan. 8, 2026
Ulland Investment Advisors 2025 Q3 filed Nov. 13, 2025
Ulland Investment Advisors 2025 Q2 filed July 24, 2025
Ulland Investment Advisors 2025 Q1 filed April 15, 2025
Ulland Investment Advisors 2024 Q4 filed Jan. 16, 2025
Ulland Investment Advisors 2024 Q3 filed Oct. 15, 2024
Ulland Investment Advisors 2024 Q2 filed July 16, 2024
Ulland Investment Advisors 2024 Q1 filed April 25, 2024
Ulland Investment Advisors 2023 Q4 filed Jan. 16, 2024
Ulland Investment Advisors 2023 Q3 filed Oct. 23, 2023
Ulland Investment Advisors 2023 Q2 filed July 20, 2023
Ulland Investment Advisors 2023 Q1 filed April 17, 2023
Ulland Investment Advisors 2022 Q4 filed Jan. 31, 2023

View all past filings

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