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Home > Institutional Investor > Ulland Investment Advisors, Llc > Profile

Instuitional Investor - Ulland Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Ulland Investment Advisors, Llc
Portfolio Value $156,829
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 104,967 $14,096 8.98%
2.
Axon Enterprise Inc.
 AXON 21,870 $12,998 8.28%
3.
Wells Fargo & Company
 WFC 9,987 $11,928 7.6%
4.
Alphabet Inc.
 GOOGL 52,883 $10,071 6.42%
5.
Invesco Qqq Trust Etf - ETF
 18,536 $9,476 6.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)