Ulland Investment Advisors, LLC

Q4 2024 13F Holdings

  • Location
    minneapolis, MN
  • Num holdings

    212

  • Value ($000)

    $157

  • Date Filed
    01/16/2025
  • Form type
    13F-HR
  • CIK
    0001911497
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVidia Corporation

STOCK
67066G104
$14.10K
9 %

104,967

AXON
AXON

Axon Enterprise, Inc.

STOCK
05464C101
$13.00K
8 %

21,870

WFC 7.5 PERP L
WFC 7.5 PERP L

Wells Fargo Capital 7.50

CONVERTIBLE PREFERRED
949746804
$11.93K
8 %

9,987

GOOG
GOOG

Alphabet, Inc.

STOCK
02079K107
$10.07K
6 %

52,883

NDQ
NDQ

Invesco QQQ Trust ETF

ETF
46090E103
$9.48K
6 %

18,536

AAPL
AAPL

Apple, Inc.

STOCK
037833100
$8.78K
6 %

35,047

META
META

Meta Platforms, Inc.

STOCK
30303M102
$8.11K
5 %

13,851

AMZN
AMZN

Amazon.com, Inc.

STOCK
023135106
$6.86K
4 %

31,253

VRT
VRT

Vertiv Holdings, Co.

STOCK
92537N108
$6.66K
4 %

58,575

UNH
UNH

UnitedHealth Group, Inc.

STOCK
91324P102
$6.32K
4 %

12,485

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