Ulland Investment Advisors, LLC
Q3 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
228
- Value ($000)
$133
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001911497
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVidia Corporation | STOCK | 67066G104 | $12.80 K | 10 % | 68,630 | ||
GOOG Alphabet, Inc. | STOCK | 02079K107 | $10.46 K | 8 % | 42,962 | ||
META Meta Platforms, Inc. | STOCK | 30303M102 | $8.51 K | 6 % | 11,585 | ||
AXON Axon Enterprise, Inc. | STOCK | 05464C101 | $7.65 K | 6 % | 10,658 | ||
VRT Vertiv Holdings, Co. | STOCK | 92537N108 | $6.40 K | 5 % | 42,430 | ||
NDQ Invesco QQQ Trust ETF | ETF | 46090E103 | $6.37 K | 5 % | 10,610 | ||
JEPI J.P. Morgan Equity Premium Income ETF | ETF | 46641Q332 | $5.20 K | 4 % | 91,138 | ||
AMZN Amazon.com, Inc. | STOCK | 023135106 | $5.10 K | 4 % | 23,233 | ||
JEPQ J.P. Morgan Nasdaq Equity Premium Income ETF | ETF | 46654Q203 | $5.05 K | 4 % | 87,738 | ||
GOOGL Alphabet, Inc. | STOCK | 02079K305 | $4.74 K | 4 % | 19,491 |
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