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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 $99,236
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Trust Etf
 18,176 $7,443 7.5%
2.
Alphabet Inc.
 GOOG 50,184 $7,072 7.12%
3.
Unitedhealth Group Inc
 UNH 13,249 $6,975 7.02%
4.
Apple Inc.
 AAPL 35,289 $6,794 6.84%
5.
Axon Enterprise Inc.
 AXON 22,066 $5,700 5.74%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)