Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Ulland Investment Advisors

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

Top 5 stock holdings are GOOG, NVDA, VRT, QQQ, AXON, and represent 32.07% of Ulland Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, NRP, DMLP, USAC, MIR, BSX, QYLD, INTU, IWF, JEPQ.
Started 24 new stock positions in NRP, CPNG, COUR, Exxon Mobil Corp, FRDM, DIS, GLD, MIR, SGVT, DD. USAR, XOVR, ROCY, DRNZ, FDVV, JIVE, USAC, ROCQ, HON, SLV, BITW, FDXF, JAAA, HONA.
Reduced shares in these 10 stocks: BRK.A, , VMD, QQQ, CVLT, NVDA, DSI, VRT, SUSA, JUST.
Sold out of its positions in ASTL, CSR, CVLT, COP, Dupont De Nemours, XOM, GBTC, BTC, Honeywell International, SHEL.
Ulland Investment Advisors was a net seller of stock by $-251k.
Ulland Investment Advisors has $136M in assets under management (AUM), dropping by 16.26%.
Central Index Key (CIK): 0001911497

Tip: Access up to 7 years of quarterly data

Positions held by Ulland Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Ulland Investment Advisors

Ulland Investment Advisors holds 227 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Stock (GOOG)	8.1	$11M		31k	353.32	View chart
NVidia Corporation Stock (NVDA)	7.7	$10M	-2%	52k	200.08	View chart
Vertiv Holdings Stock (VRT)	6.5	$8.8M	-2%	26k	334.84	View chart
Invesco QQQ Trust ETF Etf (QQQ)	5.2	$7.0M	-4%	9.5k	736.36	View chart
Axon Enterprise Stock (AXON)	4.6	$6.3M		11k	560.61	View chart
Meta Platforms Stock (META)	4.4	$6.0M		11k	563.25	View chart
J.P. Morgan Nasdaq Equity Premium Income ETF Etf (JEPQ)	4.1	$5.5M	+4%	89k	61.46	View chart
J.P. Morgan Equity Premium Income ETF Etf (JEPI)	3.8	$5.2M	+4%	92k	56.48	View chart
Amazon.com Stock (AMZN)	3.8	$5.1M		22k	238.34	View chart
Alphabet Stock (GOOGL)	3.4	$4.6M		13k	357.38	View chart
Skyline Champion Corporation Stock (SKY)	2.9	$4.0M	+2%	45k	88.11	View chart
Apple Stock (AAPL)	2.7	$3.7M		13k	289.39	View chart
Schwab U.S. Mid-Cap ETF Etf (SCHM)	2.2	$2.9M		80k	36.87	View chart
UnitedHealth Group Stock (UNH)	1.8	$2.5M		5.9k	415.60	View chart
Visa Stock (V)	1.8	$2.4M		7.1k	343.07	View chart
J.P. Morgan U.S. Tech Leaders ETF Etf (JTEK)	1.7	$2.3M		21k	111.54	View chart
Marvell Technology Stock (MRVL)	1.6	$2.1M	-4%	7.1k	297.94	View chart
Microsoft Corporation Stock (MSFT)	1.5	$2.0M	+6%	5.3k	372.97	View chart
Spdr S&p 500 Etf Etf (SPY)	1.4	$1.9M	-2%	2.5k	746.60	View chart
Lowe's Companies Stock (LOW)	1.3	$1.8M	-3%	8.1k	220.54	View chart
iShares Russell 2500 ETF Etf (SMMD)	1.2	$1.6M		17k	91.64	View chart
Global X NASDAQ 100 Covered Call ETF Etf (QYLD)	1.1	$1.5M	+19%	84k	18.43	View chart
Berkshire Hathaway Stock (BRK.A)	1.1	$1.5M	-50%	2.00	749000.00	View chart
Schwab U.S. Large-Cap ETF Etf (SCHX)	0.9	$1.3M	-3%	43k	29.43	View chart
Intercontinental Exchange Stock (ICE)	0.8	$1.2M		9.4k	123.08	View chart
UMH Properties Reit (UMH)	0.8	$1.2M	+14%	76k	15.14	View chart
Goldman Sachs S&P 500 Core Premium Income ETF Etf (GPIX)	0.8	$1.1M	+12%	19k	55.55	View chart
iShares Core S&P U.S. Growth ETF Etf (IUSG)	0.7	$1.0M	-9%	5.4k	188.13	View chart
Berkshire Hathaway Stock (BRK.B)	0.7	$992k		2.0k	500.50	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.7	$975k		1.4k	686.62	View chart
Block Stock (XYZ)	0.7	$957k	+26%	13k	75.99	View chart
iShares Expanded Tech-Software Sector ETF Etf (IGV)	0.7	$888k	-4%	9.8k	90.59	View chart
Synopsys Stock (SNPS)	0.7	$883k		2.0k	445.96	View chart
Alerian MLP ETF Etf (AMLP)	0.6	$854k	+7%	17k	51.82	View chart
Boston Scientific Group Stock (BSX)	0.6	$808k	+46%	19k	42.67	View chart
CrowdStrike Holdings Stock (CRWD)	0.6	$805k		1.1k	763.03	View chart
Generac Holdings Stock (GNRC)	0.6	$769k	-4%	2.6k	292.95	View chart
Invesco Dynamic Semiconductors ETF Etf (PSI)	0.5	$728k		3.9k	187.77	View chart
Western Midstream Partners Stock (WES)	0.5	$641k	+22%	15k	43.75	View chart
Exxon Mobil Corporation Stock	0.5	$623k	NEW	4.6k	136.65	View chart
Costco Wholesale Corporation Stock (COST)	0.4	$577k		617.00	935.17	View chart
Amkor Technology Stock (AMKR)	0.4	$561k	-10%	6.5k	86.24	View chart
iShares MSCI KLD 400 Social ETF Etf (DSI)	0.4	$552k	-29%	3.9k	142.45	View chart
Natural Resource Partners Stock (NRP)	0.4	$534k	NEW	5.5k	97.09	View chart
Caterpillar Stock (CAT)	0.4	$495k	+32%	465.00	1064.52	View chart
Energy Transfer Stock (ET)	0.4	$478k	+28%	25k	19.12	View chart
Lantheus Holdings Stock (LNTH)	0.3	$463k	-3%	4.2k	110.90	View chart
Intuit Stock (INTU)	0.3	$458k	+117%	1.8k	260.82	View chart
Goldman Sachs JUST U.S. Large Cap Equity ETF Etf (JUST)	0.3	$440k	-27%	4.1k	106.80	View chart
Sunoco Stock (SUN)	0.3	$435k	+29%	6.5k	67.44	View chart
Raytheon Technologies Stock (RTX)	0.3	$423k		2.2k	189.77	View chart
Energy Select Sector SPDR Fund Etf (XLE)	0.3	$423k		8.0k	53.07	View chart
Mplx Stock (MPLX)	0.3	$422k		7.5k	56.27	View chart
Alvotech Stock (ALVO)	0.3	$404k	+11%	110k	3.69	View chart
Dorchester Minerals Stock (DMLP)	0.3	$404k	+1180%	16k	25.25	View chart
iShares MSCI USA ESG Select ETF Etf (SUSA)	0.3	$402k	-32%	2.6k	154.32	View chart
Enterprise Products Partners Stock (EPD)	0.3	$390k	+51%	11k	36.79	View chart
Broadcom Stock (AVGO)	0.3	$386k	+4%	1.0k	377.32	View chart
Johnson & Johnson Stock (JNJ)	0.3	$376k		1.5k	253.88	View chart
Palo Alto Networks Stock (PANW)	0.3	$369k		1.1k	340.72	View chart
Ecolab Stock (ECL)	0.3	$368k	+16%	1.3k	278.58	View chart
USA Compression Partners Stock (USAC)	0.3	$343k	NEW	13k	26.38	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	0.2	$334k		3.0k	110.41	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.2	$333k	+281%	2.7k	124.25	View chart
Black Stone Minerals Stock (BSM)	0.2	$331k	+18%	24k	13.97	View chart
Viemed Healthcare Stock (VMD)	0.2	$325k	-53%	29k	11.39	View chart
Laboratory Corporation of America Holdings Stock (LH)	0.2	$292k		1.0k	279.96	View chart
Mirion Technologies Stock (MIR)	0.2	$266k	NEW	15k	17.96	View chart
Plains All American Pipeline Stock (PAA)	0.2	$256k	+15%	12k	22.26	View chart
Eli Lilly and Company Stock (LLY)	0.2	$240k		200.00	1200.00	View chart
Philip Morris International Stock (PM)	0.2	$237k		1.3k	180.64	View chart
Microstrategy, Inc. 8.00 Convertible Preferred (STRK)	0.2	$232k	-3%	4.0k	58.73	View chart
Taiwan Semiconductor Manufacturing Company Adr (TSM)	0.2	$223k		466.00	478.54	View chart
Goldman Sachs Group Stock (GS)	0.1	$202k		200.00	1010.00	View chart
Kimberly-Clark Corporation Stock (KMB)	0.1	$199k		1.8k	109.94	View chart
Charles Schwab Corporation Stock (SCHW)	0.1	$179k		1.9k	92.46	View chart
Procter & Gamble Corporation Stock (PG)	0.1	$173k		1.2k	146.61	View chart
Global X Russell 2000 Covered Call ETF Etf (RYLD)	0.1	$173k	+30%	11k	16.02	View chart
Vanguard Small Cap ETF Etf (VB)	0.1	$168k		555.00	302.70	View chart
VICI Properties Reit (VICI)	0.1	$161k		6.1k	26.61	View chart
ProShares Nasdaq-100 High Income ETF Etf (IQQQ)	0.1	$160k		3.2k	50.79	View chart
J.P. Morgan Hedged Equity Laddered Overlay ETF Etf (HELO)	0.1	$160k	-2%	2.4k	67.51	View chart
Carrier Global Corporation Stock (CARR)	0.1	$159k		2.2k	73.31	View chart
Global X Uranium ETF Etf (URA)	0.1	$156k		3.6k	43.65	View chart
Datadog Stock (DDOG)	0.1	$156k	-29%	600.00	260.00	View chart
Vicor Corporation Stock (VICR)	0.1	$147k		386.00	380.83	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.1	$141k	-32%	665.00	212.03	View chart
HCA Healthcare Stock (HCA)	0.1	$140k		360.00	388.89	View chart
Vanguard Value Index Fund ETF Etf (VTV)	0.1	$136k		626.00	217.25	View chart
Global X Cybersecurity Etf (BUG)	0.1	$129k	-6%	3.4k	38.22	View chart
Merck & Co Stock (MRK)	0.1	$123k		957.00	128.53	View chart
Innovator Deepwater Frontier Tech ETF Etf (LOUP)	0.1	$120k	+21%	1.2k	98.77	View chart
Intuitive Surgical Stock (ISRG)	0.1	$119k		300.00	396.67	View chart
Chevron Corporation Stock (CVX)	0.1	$116k		700.00	165.71	View chart
Wells Fargo & Company Stock (WFC)	0.1	$113k		1.4k	82.48	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$111k		301.00	368.77	View chart
Walmart Stock (WMT)	0.1	$107k	+61%	943.00	113.47	View chart
Health Care Select Sector SPDR Fund Etf (XLV)	0.1	$106k		670.00	158.21	View chart
3M Company Stock (MMM)	0.1	$95k		585.00	162.39	View chart
Global X Artificial Intelligence & Technology ETF Etf (AIQ)	0.1	$95k		1.5k	65.52	View chart
Norfolk Southern Corporation Stock (NSC)	0.1	$94k		300.00	313.33	View chart
Progressive Corporation Stock (PGR)	0.1	$93k		425.00	218.82	View chart
Innovator Nasdaq-100 Managed Floor ETF Etf (QFLR)	0.1	$91k		2.5k	36.40	View chart
Southern Copper Corporation Stock (SCCO)	0.1	$88k		507.00	173.57	View chart
Lam Research Corporation Stock (LRCX)	0.1	$87k		200.00	435.00	View chart
Booking Holdings Stock (BKNG)	0.1	$85k	+2400%	475.00	178.95	View chart
Wells Fargo Capital 7.50 Convertible Preferred (WFC.PL)	0.1	$83k	-29%	72.00	1152.78	View chart
J.P. Morgan Chase & Co. Stock (JPM)	0.1	$83k		253.00	328.06	View chart
U.S. Bancorp Stock (USB)	0.1	$82k		1.4k	60.52	View chart
Cameco Corporation Stock (CCJ)	0.1	$81k		800.00	101.25	View chart
Otis Worldwide Corporation Stock (OTIS)	0.1	$75k	-5%	1.0k	71.91	View chart
Stryker Corporation Stock (SYK)	0.1	$69k		220.00	313.64	View chart
Dell Technologies Stock (DELL)	0.0	$65k		150.00	433.33	View chart
APi Group Corporation Stock (APG)	0.0	$64k		1.5k	42.67	View chart
Coupang Stock (CPNG)	0.0	$63k	NEW	3.6k	17.50	View chart
Pepsico Stock (PEP)	0.0	$58k		428.00	135.51	View chart
Vanguard Dividend Appreciation Index Fund ETF Etf (VIG)	0.0	$57k		240.00	237.50	View chart
Edwards Life Sciences Stock (EW)	0.0	$56k		615.00	91.06	View chart
Target Corporation Stock (TGT)	0.0	$55k		422.00	130.33	View chart
Altria Group Stock (MO)	0.0	$53k		732.00	72.40	View chart
Wheaton Precious Metals Corporation Stock (WPM)	0.0	$53k		470.00	112.77	View chart
Mastercard Incorporated Stock (MA)	0.0	$50k		98.00	510.20	View chart
Vanguard Utilities ETF Etf (VPU)	0.0	$48k		245.00	195.92	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.0	$47k	+3%	295.00	159.32	View chart
Vanguard Growth ETF Etf (VUG)	0.0	$47k	+500%	540.00	87.04	View chart
Entergy Corporation Stock (ETR)	0.0	$46k		400.00	115.00	View chart
Digital Realty Trust Reit (DLR)	0.0	$44k		245.00	179.59	View chart
SPDR Gold Trust Index Etf (GLD)	0.0	$42k	NEW	115.00	365.22	View chart
Vanguard Mid-Cap Index Fund ETF Etf (VO)	0.0	$40k	+300%	496.00	80.65	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.0	$40k		562.00	71.17	View chart
Schwab Government Money Market ETF Etf (SGVT)	0.0	$40k	NEW	400.00	100.00	View chart
NextEra Energy Stock (NEE)	0.0	$39k		444.00	87.84	View chart
SPDR SSGA US Large Cap Low Volatility ETF Etf (LGLV)	0.0	$38k		212.00	179.25	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.0	$37k	-48%	50.00	740.00	View chart
iShares Silver Trust Etf (SLV)	0.0	$37k	NEW	700.00	52.86	View chart
Illinois Tool Works Stock (ITW)	0.0	$36k		132.00	272.73	View chart
Tesla Motors Stock (TSLA)	0.0	$36k		85.00	423.53	View chart
ProShares Russell 2000 High Income ETF Etf (ITWO)	0.0	$35k		750.00	46.67	View chart
Monolithic Power Systems Stock (MPWR)	0.0	$35k		25.00	1400.00	View chart
iShares S&P Small Cap 600 Value ETF Etf (IJS)	0.0	$34k		250.00	136.00	View chart
iShares Core Dividend Growth ETF Etf (DGRO)	0.0	$33k		440.00	75.00	View chart
Salesforce.com Stock (CRM)	0.0	$33k	-7%	209.00	157.89	View chart
Invesco S&P 500 Low Volatility ETF Etf (SPLV)	0.0	$32k		425.00	75.29	View chart
FedEx Corporation Stock (FDX)	0.0	$31k		100.00	310.00	View chart
J.M. Smucker Company Stock (SJM)	0.0	$30k		267.00	112.36	View chart
Emerson Electric Company Stock (EMR)	0.0	$29k		205.00	141.46	View chart
Honeywell Aerospace Stock (HONA)	0.0	$28k	NEW	127.00	220.47	View chart
Honeywell International Stock (HON)	0.0	$28k	NEW	127.00	220.47	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.0	$28k		466.00	60.09	View chart
Cisco Systems Stock (CSCO)	0.0	$27k		231.00	116.88	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$27k		975.00	27.69	View chart
CenterPoint Energy Stock (CNP)	0.0	$27k		603.00	44.78	View chart
Grayscale Funds Trust Grayscale ETF Etf (BTCC)	0.0	$25k	-4%	2.0k	12.50	View chart
Home Depot Stock (HD)	0.0	$24k		69.00	347.83	View chart
Adobe Systems Stock (ADBE)	0.0	$24k	-37%	118.00	203.39	View chart
Constellation Energy Corporation Stock (CEG)	0.0	$23k	+37%	91.00	252.75	View chart
Marathon Petroleum Corporation Stock (MPC)	0.0	$23k		90.00	255.56	View chart
Vanguard International High Dividend Yield ETF Etf (VYMI)	0.0	$22k		220.00	100.00	View chart
Air Products & Chemicals Stock (APD)	0.0	$22k		75.00	293.33	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$20k		40.00	500.00	View chart
Samsara Stock (IOT)	0.0	$20k	-44%	630.00	31.75	View chart
Industrial Select Sector SPDR Fund Etf (XLI)	0.0	$19k		100.00	190.00	View chart
Vanguard FTSE All-World Ex-US Small-Cap Index ETF Etf (VSS)	0.0	$19k		125.00	152.00	View chart
Bitwise 10 Crypto Index Fund Stock (BITW)	0.0	$19k	NEW	500.00	38.00	View chart
Qnity Electronics Stock (Q)	0.0	$18k		112.00	160.71	View chart
Enbridge Stock (ENB)	0.0	$16k		295.00	54.24	View chart
Vanguard Real Estate ETF Etf (VNQ)	0.0	$16k		170.00	94.12	View chart
JPMorgan Equity Premium Yield ETF Etf (ROCY)	0.0	$16k	NEW	300.00	53.33	View chart
Sap Se Adr (SAP)	0.0	$15k		100.00	150.00	View chart
iShares Russell 2000 ETF Etf (IWM)	0.0	$15k		50.00	300.00	View chart
Blackstone Stock (BX)	0.0	$15k		124.00	120.97	View chart
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)	0.0	$14k		85.00	164.71	View chart
PNC Financial Services Group Stock (PNC)	0.0	$14k		57.00	245.61	View chart
Walt Disney Company Stock (DIS)	0.0	$14k	NEW	150.00	93.33	View chart
Barings Corporate Investors Cef (MCI)	0.0	$13k		735.00	17.69	View chart
Barings Participation Investors Cef (MPV)	0.0	$12k		700.00	17.14	View chart
USA Rare Earth Stock (USAR)	0.0	$12k	NEW	537.00	22.35	View chart
Global X S&P 500 Covered Call ETF Etf (XYLD)	0.0	$12k		300.00	40.00	View chart
Chubb Stock (CB)	0.0	$12k		35.00	342.86	View chart
Solventum Corporation Stock (SOLV)	0.0	$11k		146.00	75.34	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	0.0	$11k		90.00	122.22	View chart
Netflix Stock (NFLX)	0.0	$10k		140.00	71.43	View chart
DuPont de Nemours Stock (DD)	0.0	$10k	NEW	75.00	133.33	View chart
Exelon Corporation Stock (EXC)	0.0	$9.0k		200.00	45.00	View chart
Stanley Black & Decker Stock (SWK)	0.0	$9.0k		97.00	92.78	View chart
nVent Electric Stock (NVT)	0.0	$9.0k		53.00	169.81	View chart
CDW Corporation Stock (CDW)	0.0	$9.0k		63.00	142.86	View chart
FedEx Freight Holding Company Stock (FDXF)	0.0	$8.0k	NEW	50.00	160.00	View chart
American Electric Power Company Stock (AEP)	0.0	$7.0k		50.00	140.00	View chart
NeurAxis Stock (NRXS)	0.0	$7.0k		1.0k	7.00	View chart
Reddit Stock (RDDT)	0.0	$7.0k		41.00	170.73	View chart
REX Drone ETF Etf (DRNZ)	0.0	$7.0k	NEW	300.00	23.33	View chart
Dow Stock (DOW)	0.0	$6.0k		225.00	26.67	View chart
BP Adr (BP)	0.0	$6.0k	-77%	164.00	36.59	View chart
Camtek Stock (CAMT)	0.0	$6.0k		37.00	162.16	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.0	$6.0k		34.00	176.47	View chart
Fidelity High Dividend ETF Etf (FDVV)	0.0	$6.0k	NEW	100.00	60.00	View chart
Zeta Global Holdings Corporation Stock (ZETA)	0.0	$6.0k		300.00	20.00	View chart
JPMorgan Nasdaq Equity Premium Yield ETF Etf (ROCQ)	0.0	$6.0k	NEW	100.00	60.00	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.0	$5.0k		65.00	76.92	View chart
Resmed Stock (RMD)	0.0	$5.0k		25.00	200.00	View chart
Vanguard Russell 2000 Index Fund ETF Etf (VTWO)	0.0	$5.0k	+5%	40.00	125.00	View chart
Janus Henderson AAA CLO ETF Etf (JAAA)	0.0	$5.0k	NEW	100.00	50.00	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	NEW	40.00	100.00	View chart
Accenture Stock (ACN)	0.0	$4.0k	-37%	33.00	121.21	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.0	$4.0k		130.00	30.77	View chart
APA Corporation Stock (APA)	0.0	$3.0k		102.00	29.41	View chart
Solstice Advanced Materials Stock (SOLS)	0.0	$3.0k		35.00	85.71	View chart
Bristol Myers Squibb Company Stock (BMY)	0.0	$3.0k		60.00	50.00	View chart
Lifecore Biomedical Stock (LFCR)	0.0	$3.0k		500.00	6.00	View chart
Freedom 100 Emerging Markets ETF Etf (FRDM)	0.0	$3.0k	NEW	40.00	75.00	View chart
Garmin Stock (GRMN)	0.0	$3.0k		13.00	230.77	View chart
Invesco Optimum Yield Diversified Commodity Strategy ETF Etf (PDBC)	0.0	$3.0k		213.00	14.08	View chart
Coca-Cola Company Stock (KO)	0.0	$2.0k		20.00	100.00	View chart
Nike Stock (NKE)	0.0	$2.0k		40.00	50.00	View chart
LegalZoom.com Stock (LZ)	0.0	$2.0k	+66%	250.00	8.00	View chart
ERShares Private-Public Crossover ETF Etf (XOVR)	0.0	$2.0k	NEW	100.00	20.00	View chart
C3.ai Stock (AI)	0.0	$2.0k		260.00	7.69	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
Alibaba Group Holding Adr (BABA)	0.0	$1.0k		10.00	100.00	View chart
Coursera Stock (COUR)	0.0	$1.0k	NEW	250.00	4.00	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
Amplitude Stock (AMPL)	0.0	$0		50.00	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 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
Ulland Investment Advisors 2022 Q3 filed Oct. 12, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z