Ulland Investment Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| Alphabet Inc. | $10.2K | 8.2% |
| NVIDIA Corp | $10.1K | 8.1% |
| Meta Platforms Inc | $7.2K | 5.8% |
| Axon Enterprise Inc | $6.4K | 5.1% |
| Invesco QQQ Trust ETF | $6.3K | 5.0% |
| Vertiv Holdings Co | $5.8K | 4.6% |
| J.P. Morgan Equity Premium Income ETF | $5.1K | 4.1% |
| Amazon.com Inc | $5.0K | 4.0% |
| J.P. Morgan Nasdaq Equity Premium Income ETF | $5.0K | 4.0% |
| Alphabet Inc. | $4.1K | 3.3% |
| CHAMPION HOMES INC | $3.7K | 3.0% |
| Apple Inc. | $3.6K | 2.9% |
| Berkshire Hathaway Inc. | $3.0K | 2.4% |
| Visa Inc | $2.5K | 2.0% |
| Schwab U.S. Mid-Cap ETF | $2.4K | 1.9% |
| MICROSOFT CORP | $2.4K | 1.9% |
| UNITEDHEALTH GROUP INC | $2.1K | 1.7% |
| LOWES COMPANIES INC | $2.0K | 1.6% |
| J.P. Morgan U.S. Tech Leaders ETF | $2.0K | 1.6% |
| SPDR S&P 500 ETF | $1.8K | 1.5% |
| Intercontinental Exchange, Inc. | $1.6K | 1.3% |
| iShares Russell 2500 ETF | $1.3K | 1.0% |
| Global X NASDAQ 100 Covered Call ETF | $1.3K | 1.0% |
| Schwab U.S. Large-Cap ETF | $1.2K | 1.0% |
| BOSTON SCIENTIFIC CORP | $1.2K | 1.0% |
| iShares Expanded Tech-Software Sector ETF | $1.2K | 0.9% |
| UMH PROPERTIES, INC. | $1.1K | 0.8% |
| Warren E. Buffett | $1.0K | 0.8% |
| SYNOPSYS INC | $1.0K | 0.8% |
| iShares Core S&P U.S. Growth ETF | $999 | 0.8% |
| Vanguard S&P 500 ETF | $877 | 0.7% |
| Goldman Sachs S&P 500 Core Premium Income ETF | $875 | 0.7% |
| Alerian MLP ETF | $731 | 0.6% |
| Commvault Systems Inc | $714 | 0.6% |
| iShares MSCI KLD 400 Social ETF | $709 | 0.6% |
| VIEMED HEALTHCARE, INC.VMD | $635 | 0.5% |
| EXXON MOBIL CORP | $592 | 0.5% |
| Amkor Technology Inc | $561 | 0.4% |
| Goldman Sachs JUST U.S. Large Cap Equity ETF | $553 | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $549 | 0.4% |
| iShares MSCI USA ESG Select ETF | $537 | 0.4% |
| INTUIT INC. | $531 | 0.4% |
| Block, Inc. | $431 | 0.3% |
| CrowdStrike Holdings, Inc. | $429 | 0.3% |
| RTX Corp | $409 | 0.3% |
| Energy Select Sector SPDR Fund | $382 | 0.3% |
| GENERAC HOLDINGS INC. | $375 | 0.3% |
| Alvotech | $372 | 0.3% |
| Broadcom Inc. | $343 | 0.3% |
| iShares Russell 1000 Growth ETF | $333 | 0.3% |