The Analysis of Ulland Investment Advisors, LLC's Holdings & P&L


Currently, Ulland Investment Advisors, LLC holds 213 types of securities in its portfolio with a total value $116.6K. In the most recent quarter, they have increased their positions in N/A (+5.8K shares, valued at $570.6689143627782), WES (+12.0K shares, valued at $493.99999999999994), BSM (+20.0K shares, valued at $302); decreased their positions in VRT (-8.8K shares, valued at $2.2K), N/A (-1.3K shares, valued at $383.8118293306081), AMKR (-6.9K shares, valued at $312.2307692307692); initiated new positions in WES (+12.0K shares, valued at $494), BSM (+20.0K shares, valued at $302), DMLP (+1.3K shares, valued at $34).


1M P&L
+170.0K+0.16%
3M P&L
+3.2M+3.17%
HY P&L
+5.7M+5.78%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A30.3K
32.3%
2Semiconductors9.5K
10.1%
3Electrical Equipment & Parts6.8K
7.2%

Top Industries by Stock Count

1N/A67 stocks
34.7%
2Software - Infrastructure8 stocks
4.1%
3Software - Application7 stocks
3.6%
Stock Holdings
NVDA
NVidia Corporation
-1.71%
Shares53.2K
Event2026-03-31
Filed2026-04-27
Alphabet, Inc.
Alphabet, Inc.
-4.10%
Shares31.3K
Event2026-03-31
Filed2026-04-27
VRT
Vertiv Holdings, Co.
-24.63%
Shares27.0K
Event2026-03-31
Filed2026-04-27
META
Meta Platforms, Inc.
-1.14%
Shares10.8K
Event2026-03-31
Filed2026-04-27
Invesco QQQ Trust ETF
Invesco QQQ Trust ETF
-2.63%
Shares10.0K
Event2026-03-31
Filed2026-04-27
JEPI
J.P. Morgan Equity Premium Income ETF
-1.35%
Shares88.3K
Event2026-03-31
Filed2026-04-27
AXON
Axon Enterprise, Inc.
0.81%
Shares11.4K
Event2026-03-31
Filed2026-04-27
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
-0.64%
Shares85.9K
Event2026-03-31
Filed2026-04-27
AMZN
Amazon.com, Inc.
-1.54%
Shares21.5K
Event2026-03-31
Filed2026-04-27
Alphabet, Inc.
Alphabet, Inc.
-1.39%
Shares13.0K
Event2026-03-31
Filed2026-04-27
AAPL
Apple, Inc.
-2.03%
Shares13.0K
Event2026-03-31
Filed2026-04-27
SKY
Skyline Champion Corporation
0.97%
Shares44.2K
Event2026-03-31
Filed2026-04-27
BRK.A
Berkshire Hathaway Inc.
0.00%
Shares4
Event2026-03-31
Filed2026-04-27
SCHM
Schwab U.S. Mid-Cap ETF
-0.59%
Shares79.9K
Event2026-03-31
Filed2026-04-27
V
Visa, Inc.
-1.09%
Shares7.2K
Event2026-03-31
Filed2026-04-27
LOW
Lowe's Companies, Inc.
-1.04%
Shares8.4K
Event2026-03-31
Filed2026-04-27
MSFT
Microsoft Corporation
1.51%
Shares5.0K
Event2026-03-31
Filed2026-04-27
SPY
SPDR S&P 500 ETF
-3.91%
Shares2.6K
Event2026-03-31
Filed2026-04-27
JTEK
J.P. Morgan U.S. Tech Leaders ETF
-5.72%
Shares20.8K
Event2026-03-31
Filed2026-04-27
UNH
UnitedHealth Group, Inc.
-6.13%
Shares6.0K
Event2026-03-31
Filed2026-04-27
ICE
Intercontinental Exchange, Inc.
-1.55%
Shares9.5K
Event2026-03-31
Filed2026-04-27
SMMD
iShares Russell 2500 ETF
-0.47%
Shares17.3K
Event2026-03-31
Filed2026-04-27
QYLD
Global X NASDAQ 100 Covered Call ETF
-1.13%
Shares70.0K
Event2026-03-31
Filed2026-04-27
SCHX
Schwab U.S. Large-Cap ETF
-2.11%
Shares44.5K
Event2026-03-31
Filed2026-04-27
Berkshire Hathaway Inc.
Berkshire Hathaway Inc.
-2.30%
Shares2.0K
Event2026-03-31
Filed2026-04-27
UMH
UMH Properties, Inc.
-0.08%
Shares66.2K
Event2026-03-31
Filed2026-04-27
IUSG
iShares Core S&P U.S. Growth ETF
-0.34%
Shares5.9K
Event2026-03-31
Filed2026-04-27
GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
2.99%
Shares17.1K
Event2026-03-31
Filed2026-04-27
Vanguard S&P 500 ETF
Vanguard S&P 500 ETF
0.86%
Shares1.4K
Event2026-03-31
Filed2026-04-27
IGV
iShares Expanded Tech-Software Sector ETF
-5.49%
Shares10.3K
Event2026-03-31
Filed2026-04-27
BSX
Boston Scientific Group
1.06%
Shares12.9K
Event2026-03-31
Filed2026-04-27
Alerian MLP ETF
Alerian MLP ETF
-1.61%
Shares15.3K
Event2026-03-31
Filed2026-04-27
XOM
Exxon Mobil Corporation
-5.51%
Shares4.6K
Event2026-03-31
Filed2026-04-27
SNPS
Synopsys, Inc.
-10.15%
Shares2.0K
Event2026-03-31
Filed2026-04-27
Marvell Technology, Inc.
Marvell Technology, Inc.
349.39%
Shares7.4K
Event2026-03-31
Filed2026-04-27
DSI
iShares MSCI KLD 400 Social ETF
0.00%
Shares5.5K
Event2026-03-31
Filed2026-04-27
COST
Costco Wholesale Corporation
-3.14%
Shares617
Event2026-03-31
Filed2026-04-27
XYZ
Block, Inc.
49.86%
Shares9.9K
Event2026-03-31
Filed2026-04-27
VMD
Viemed Healthcare, Inc.
-27.62%
Shares61.9K
Event2026-03-31
Filed2026-04-27
GNRC
Generac Holdings Inc.
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-27
JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-27
SUSA
iShares MSCI USA ESG Select ETF
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-27
XLE
Energy Select Sector SPDR Fund
-5.03%
Shares8.1K
Event2026-03-31
Filed2026-04-27
WES
Western Midstream Partners, LP
New
Shares12.0K
Event2026-03-31
Filed2026-04-27
RTX
Raytheon Technologies
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-27
MPLX
Mplx, LP
50.00%
Shares7.5K
Event2026-03-31
Filed2026-04-27
CRWD
CrowdStrike Holdings, Inc.
15.17%
Shares1.1K
Event2026-03-31
Filed2026-04-27
ET
Energy Transfer LP
21.88%
Shares19.5K
Event2026-03-31
Filed2026-04-27
PSI
Invesco Dynamic Semiconductors ETF
-1.71%
Shares3.9K
Event2026-03-31
Filed2026-04-27
JNJ
Johnson & Johnson
-1.66%
Shares1.5K
Event2026-03-31
Filed2026-04-27
INTU
Intuit, Inc.
0.62%
Shares806
Event2026-03-31
Filed2026-04-27
ALVO
Alvotech
35.31%
Shares98.1K
Event2026-03-31
Filed2026-04-27
AMKR
Amkor Technology, Inc.
-48.77%
Shares7.3K
Event2026-03-31
Filed2026-04-27
LNTH
Lantheus Holdings, Inc.
-10.03%
Shares4.3K
Event2026-03-31
Filed2026-04-27
SUN
Sunoco L.P.
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-27
CVLT
Commvault Systems, Inc.
-27.18%
Shares4.1K
Event2026-03-31
Filed2026-04-27
Broadcom, Inc.
Broadcom, Inc.
-1.01%
Shares980
Event2026-03-31
Filed2026-04-27
BSM
Black Stone Minerals, L.P.
New
Shares20.0K
Event2026-03-31
Filed2026-04-27
ECL
Ecolab, Inc.
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
IWF
iShares Russell 1000 Growth ETF
0.00%
Shares703
Event2026-03-31
Filed2026-04-27
IWR
iShares Russell Mid-Cap ETF
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-27
STRK
Microstrategy, Inc. 8.00
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-27
LH
Laboratory Corporation of America Holdings
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-27
EPD
Enterprise Products Partners L.P.
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-27
CAT
Caterpillar, Inc.
-15.66%
Shares350
Event2026-03-31
Filed2026-04-27
PAA
Plains All American Pipeline, L.P.
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-27
PM
Philip Morris International, Inc.
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-27
Invesco S&P 500 Equal Weight ETF
Invesco S&P 500 Equal Weight ETF
-5.77%
Shares980
Event2026-03-31
Filed2026-04-27
LLY
Eli Lilly and Company
0.00%
Shares200
Event2026-03-31
Filed2026-04-27
SCHW
Charles Schwab Corporation
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-27
KMB
Kimberly-Clark Corporation
15.67%
Shares1.8K
Event2026-03-31
Filed2026-04-27
PANW
Palo Alto Networks, Inc.
10.74%
Shares1.1K
Event2026-03-31
Filed2026-04-27
URA
Global X Uranium ETF
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-27
HCA
HCA Healthcare, Inc.
0.00%
Shares360
Event2026-03-31
Filed2026-04-27
PG
Procter & Gamble Corporation
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-27
GS
Goldman Sachs Group, Inc.
0.00%
Shares200
Event2026-03-31
Filed2026-04-27
VICI
VICI Properties, Inc.
-0.82%
Shares6.0K
Event2026-03-31
Filed2026-04-27
TSM
Taiwan Semiconductor Manufacturing Company Limited
-6.05%
Shares466
Event2026-03-31
Filed2026-04-27
HELO
J.P. Morgan Hedged Equity Laddered Overlay ETF
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-27
VB
Vanguard Small Cap ETF
0.00%
Shares555
Event2026-03-31
Filed2026-04-27
CVX
Chevron Corporation
-2.51%
Shares700
Event2026-03-31
Filed2026-04-27
ISRG
Intuitive Surgical, Inc.
0.00%
Shares300
Event2026-03-31
Filed2026-04-27
IQQQ
ProShares Nasdaq-100 High Income ETF
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-27
RYLD
Global X Russell 2000 Covered Call ETF
0.00%
Shares8.3K
Event2026-03-31
Filed2026-04-27
VTV
Vanguard Value Index Fund ETF
0.00%
Shares626
Event2026-03-31
Filed2026-04-27
CARR
Carrier Global Corporation
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-27
WFC-PL
Wells Fargo Capital 7.50
0.00%
Shares102
Event2026-03-31
Filed2026-04-27
Merck & Co., Inc.
Merck & Co., Inc.
0.00%
Shares957
Event2026-03-31
Filed2026-04-27
WFC
Wells Fargo & Company
-4.53%
Shares1.4K
Event2026-03-31
Filed2026-04-27
DDOG
Datadog, Inc.
415.15%
Shares850
Event2026-03-31
Filed2026-04-27
XLV
Health Care Select Sector SPDR Fund
0.00%
Shares670
Event2026-03-31
Filed2026-04-27
VTI
Vanguard Total Stock Market ETF
0.00%
Shares298
Event2026-03-31
Filed2026-04-27
BUG
Global X Cybersecurity
13.21%
Shares3.6K
Event2026-03-31
Filed2026-04-27
SCCO
Southern Copper Corporation
-16.72%
Shares503
Event2026-03-31
Filed2026-04-27
CCJ
Cameco Corporation
0.00%
Shares800
Event2026-03-31
Filed2026-04-27
NSC
Norfolk Southern Corporation
0.00%
Shares300
Event2026-03-31
Filed2026-04-27
MMM
3M Company
0.00%
Shares585
Event2026-03-31
Filed2026-04-27
OTIS
Otis Worldwide Corporation
-0.45%
Shares1.1K
Event2026-03-31
Filed2026-04-27
PGR
The Progressive Corporation
0.00%
Shares425
Event2026-03-31
Filed2026-04-27
QFLR
Innovator Nasdaq-100 Managed Floor ETF
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-27
BKNG
Booking Holdings Inc.
0.00%
Shares19
Event2026-03-31
Filed2026-04-27
JPM
J.P. Morgan Chase & Co.
-1.94%
Shares253
Event2026-03-31
Filed2026-04-27
WMT
Walmart, Inc.
0.00%
Shares585
Event2026-03-31
Filed2026-04-27
SYK
Stryker Corporation
-31.25%
Shares220
Event2026-03-31
Filed2026-04-27
USB
U.S. Bancorp
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-27
LOUP
Innovator Deepwater Frontier Tech ETF
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-27
AIQ
Global X Artificial Intelligence & Technology ETF
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-27
PEP
Pepsico, Inc.
0.00%
Shares428
Event2026-03-31
Filed2026-04-27
IVV
iShares Core S&P 500 ETF
0.00%
Shares98
Event2026-03-31
Filed2026-04-27
WPM
Wheaton Precious Metals Corporation
0.00%
Shares470
Event2026-03-31
Filed2026-04-27
VICR
Vicor Corporation
0.00%
Shares386
Event2026-03-31
Filed2026-04-27
APG
APi Group Corporation
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-27
HON
Honeywell International, Inc.
-20.63%
Shares254
Event2026-03-31
Filed2026-04-27
VIG
Vanguard Dividend Appreciation Index Fund ETF
0.00%
Shares240
Event2026-03-31
Filed2026-04-27
TGT
Target Corporation
181.33%
Shares422
Event2026-03-31
Filed2026-04-27
MA
Mastercard Incorporated
0.00%
Shares98
Event2026-03-31
Filed2026-04-27
EW
Edwards Life Sciences
0.00%
Shares615
Event2026-03-31
Filed2026-04-27
VPU
Vanguard Utilities ETF
0.00%
Shares245
Event2026-03-31
Filed2026-04-27
MO
Altria Group, Inc.
-1.35%
Shares732
Event2026-03-31
Filed2026-04-27
ADBE
Adobe Systems, Inc.
-19.23%
Shares189
Event2026-03-31
Filed2026-04-27
ETR
Entergy Corporation
0.00%
Shares400
Event2026-03-31
Filed2026-04-27
DLR
Digital Realty Trust, Inc.
0.00%
Shares245
Event2026-03-31
Filed2026-04-27
Lam Research Corporation
Lam Research Corporation
0.00%
Shares200
Event2026-03-31
Filed2026-04-27
CRM
Salesforce.com, Inc.
0.00%
Shares227
Event2026-03-31
Filed2026-04-27
VYM
Vanguard High Dividend Yield ETF
0.00%
Shares285
Event2026-03-31
Filed2026-04-27
NEE
NextEra Energy, Inc.
0.00%
Shares444
Event2026-03-31
Filed2026-04-27
VUG
Vanguard Growth ETF
0.00%
Shares90
Event2026-03-31
Filed2026-04-27
LGLV
SPDR SSGA US Large Cap Low Volatility ETF
0.00%
Shares212
Event2026-03-31
Filed2026-04-27
FDX
FedEx Corporation
0.00%
Shares100
Event2026-03-31
Filed2026-04-27
VO
Vanguard Mid-Cap Index Fund ETF
0.00%
Shares124
Event2026-03-31
Filed2026-04-27
IOT
Samsara Inc.
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
VEA
Vanguard FTSE Developed Markets ETF
0.00%
Shares562
Event2026-03-31
Filed2026-04-27
BP
BP, Plc
0.00%
Shares739
Event2026-03-31
Filed2026-04-27
ITW
Illinois Tool Works Inc.
0.00%
Shares132
Event2026-03-31
Filed2026-04-27
DMLP
Dorchester Minerals, L.P.
New
Shares1.3K
Event2026-03-31
Filed2026-04-27
BTCC
Grayscale Funds Trust Grayscale ETF
-22.22%
Shares2.1K
Event2026-03-31
Filed2026-04-27
TSLA
Tesla Motors, Inc.
-58.54%
Shares85
Event2026-03-31
Filed2026-04-27
Invesco S&P 500 Low Volatility ETF
Invesco S&P 500 Low Volatility ETF
0.00%
Shares425
Event2026-03-31
Filed2026-04-27
DGRO
iShares Core Dividend Growth ETF
0.00%
Shares440
Event2026-03-31
Filed2026-04-27
ITWO
ProShares Russell 2000 High Income ETF
7.14%
Shares750
Event2026-03-31
Filed2026-04-27
IJS
iShares S&P Small Cap 600 Value ETF
0.00%
Shares250
Event2026-03-31
Filed2026-04-27
CSR
Centerspace
-31.88%
Shares500
Event2026-03-31
Filed2026-04-27
SHEL
Royal Dutch Shell, Plc
0.00%
Shares300
Event2026-03-31
Filed2026-04-27
EMR
Emerson Electric Company
0.00%
Shares205
Event2026-03-31
Filed2026-04-27
MPWR
Monolithic Power Systems, Inc.
0.00%
Shares25
Event2026-03-31
Filed2026-04-27
CNP
CenterPoint Energy, Inc.
-33.00%
Shares603
Event2026-03-31
Filed2026-04-27
GBTC
Grayscale Bitcoin Trust
0.00%
Shares500
Event2026-03-31
Filed2026-04-27
SJM
J.M. Smucker Company
1.15%
Shares264
Event2026-03-31
Filed2026-04-27
DELL
Dell Technologies, Inc.
0.00%
Shares150
Event2026-03-31
Filed2026-04-27
VWO
Vanguard FTSE Emerging Markets ETF
0.00%
Shares466
Event2026-03-31
Filed2026-04-27
SCHF
Schwab International Equity ETF
0.52%
Shares971
Event2026-03-31
Filed2026-04-27
HD
The Home Depot, Inc.
0.00%
Shares69
Event2026-03-31
Filed2026-04-27
APD
Air Products & Chemicals, Inc.
0.00%
Shares75
Event2026-03-31
Filed2026-04-27
MPC
Marathon Petroleum Corporation
0.00%
Shares90
Event2026-03-31
Filed2026-04-27
VYMI
Vanguard International High Dividend Yield ETF
0.00%
Shares220
Event2026-03-31
Filed2026-04-27
TMO
Thermo Fisher Scientific, Inc.
0.00%
Shares40
Event2026-03-31
Filed2026-04-27
VSS
Vanguard FTSE All-World Ex-US Small-Cap Index ETF
0.00%
Shares125
Event2026-03-31
Filed2026-04-27
CEG
Constellation Energy Corporation
0.00%
Shares66
Event2026-03-31
Filed2026-04-27
CSCO
Cisco Systems, Inc.
0.00%
Shares231
Event2026-03-31
Filed2026-04-27
SAP
SAP SE
0.00%
Shares100
Event2026-03-31
Filed2026-04-27
ENB
Enbridge, Inc.
0.00%
Shares295
Event2026-03-31
Filed2026-04-27
XLI
Industrial Select Sector SPDR Fund
0.00%
Shares100
Event2026-03-31
Filed2026-04-27
VNQ
Vanguard Real Estate ETF
0.00%
Shares170
Event2026-03-31
Filed2026-04-27
Blackstone Inc.
Blackstone Inc.
0.00%
Shares124
Event2026-03-31
Filed2026-04-27
NFLX
Netflix, Inc.
0.00%
Shares140
Event2026-03-31
Filed2026-04-27
MCI
Barings Corporate Investors
0.00%
Shares735
Event2026-03-31
Filed2026-04-27
Qnity Electronics, Inc.
Qnity Electronics, Inc.
New
Shares112
Event2026-03-31
Filed2026-04-27
IWM
iShares Russell 2000 ETF
0.00%
Shares50
Event2026-03-31
Filed2026-04-27
ITOT
iShares Core S&P Total U.S. Stock Market ETF
0.00%
Shares85
Event2026-03-31
Filed2026-04-27
XYLD
Global X S&P 500 Covered Call ETF
-40.00%
Shares300
Event2026-03-31
Filed2026-04-27
PNC
The PNC Financial Services Group, Inc.
0.00%
Shares57
Event2026-03-31
Filed2026-04-27
MPV
Barings Participation Investors
0.00%
Shares700
Event2026-03-31
Filed2026-04-27
CB
Chubb Limited
0.00%
Shares35
Event2026-03-31
Filed2026-04-27
Accenture, PLC
Accenture, PLC
-27.40%
Shares53
Event2026-03-31
Filed2026-04-27
DuPont de Nemours, Inc.
DuPont de Nemours, Inc.
0.00%
Shares225
Event2026-03-31
Filed2026-04-27
EXC
Exelon Corporation
0.00%
Shares200
Event2026-03-31
Filed2026-04-27
SOLV
Solventum Corporation
0.00%
Shares146
Event2026-03-31
Filed2026-04-27
DOW
Dow, Inc.
0.00%
Shares225
Event2026-03-31
Filed2026-04-27
SLYG
SPDR S&P 600 Small Cap Growth ETF
0.00%
Shares90
Event2026-03-31
Filed2026-04-27
CDW
CDW Corporation
0.00%
Shares63
Event2026-03-31
Filed2026-04-27
Stanley Black & Decker, Inc.
Stanley Black & Decker, Inc.
0.00%
Shares97
Event2026-03-31
Filed2026-04-27
AEP
American Electric Power Company, Inc.
0.00%
Shares50
Event2026-03-31
Filed2026-04-27
NRXS
NeurAxis, Inc.
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-27
NVT
nVent Electric, PLC
0.00%
Shares53
Event2026-03-31
Filed2026-04-27
RMD
Resmed, Inc.
0.00%
Shares25
Event2026-03-31
Filed2026-04-27
RDDT
Reddit, Inc.
0.00%
Shares41
Event2026-03-31
Filed2026-04-27
CAMT
Camtek, Ltd.
0.00%
Shares37
Event2026-03-31
Filed2026-04-27
XLK
The Technology Select Sector SPDR ETF
0.00%
Shares34
Event2026-03-31
Filed2026-04-27
ZETA
Zeta Global Holdings Corporation
0.00%
Shares300
Event2026-03-31
Filed2026-04-27
COP
ConocoPhillips
0.00%
Shares40
Event2026-03-31
Filed2026-04-27
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
0.00%
Shares25
Event2026-03-31
Filed2026-04-27
VTWO
Vanguard Russell 2000 Index Fund ETF
2.70%
Shares38
Event2026-03-31
Filed2026-04-27
ASTL
Algoma Steel Group, Inc.
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-27
APA Corporation
APA Corporation
0.00%
Shares102
Event2026-03-31
Filed2026-04-27
FTGC
First Trust Global Tactical Commodity Strategy Fund
0.00%
Shares130
Event2026-03-31
Filed2026-04-27
BMY
Bristol Myers Squibb Company
0.00%
Shares60
Event2026-03-31
Filed2026-04-27
IJH
iShares Core S&P Mid-Cap ETF
0.00%
Shares65
Event2026-03-31
Filed2026-04-27
PDBC
Invesco Optimum Yield Diversified Commodity Strategy ETF
0.00%
Shares213
Event2026-03-31
Filed2026-04-27
GRMN
Garmin, Ltd.
0.00%
Shares13
Event2026-03-31
Filed2026-04-27
Grayscale Bitcoin Mini Trust ETF
Grayscale Bitcoin Mini Trust ETF
0.00%
Shares100
Event2026-03-31
Filed2026-04-27
Solstice Advanced Materials, Inc.
Solstice Advanced Materials, Inc.
New
Shares35
Event2026-03-31
Filed2026-04-27
KO
The Coca-Cola Company
0.00%
Shares20
Event2026-03-31
Filed2026-04-27
LFCR
Lifecore Biomedical, Inc.
0.00%
Shares500
Event2026-03-31
Filed2026-04-27
NKE
Nike, Inc.
0.00%
Shares40
Event2026-03-31
Filed2026-04-27
AI
C3.ai, Inc.
0.00%
Shares260
Event2026-03-31
Filed2026-04-27
CVS
CVS Health Corporation
0.00%
Shares11
Event2026-03-31
Filed2026-04-27
SCHD
Schwab US Dividend ETF
0.00%
Shares36
Event2026-03-31
Filed2026-04-27
LZ
LegalZoom.com, Inc.
0.00%
Shares150
Event2026-03-31
Filed2026-04-27
BABA
Alibaba Group Holding Limited
0.00%
Shares10
Event2026-03-31
Filed2026-04-27
DOLE
Dole, PLC
0.00%
Shares30
Event2026-03-31
Filed2026-04-27
VXUS
Vanguard Total International Stock ETF
New
Shares2
Event2026-03-31
Filed2026-04-27
AMPL
Amplitude, Inc.
0.00%
Shares50
Event2026-03-31
Filed2026-04-27
GGZ
Gabelli Global Small & Mid Cap
0.00%
Shares20
Event2026-03-31
Filed2026-04-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Ulland Investment Advisors, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo