Ulland Investment Advisors, LLC Top Holdings and 13F Report (2024) → Top 5 AI Stocks to Buy for 2024 (From Market Moving Trends) (Ad) About Ulland Investment Advisors, LLCInvestment ActivityUlland Investment Advisors, LLC has $125.27 thousand in total holdings as of March 31, 2024.Ulland Investment Advisors, LLC owns shares of 234 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 14.39% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Ulland Investment Advisors, LLC has purchased 211 new stocks and bought additional shares in 36 stocks.Ulland Investment Advisors, LLC sold shares of 39 stocks and completely divested from 41 stocks this quarter.Largest Holdings NVIDIA $9,786Invesco QQQ $8,084Alphabet $7,816Axon Enterprise $6,932Meta Platforms $6,855 Largest New Holdings this Quarter Super Micro Computer $4,042 HoldingJ.P. Morgan U.S. Tech Leaders ETF $1,371 HoldingiShares Russell 1000 Growth ETF $285 HoldingCrowdStrike $220 HoldingCommvault Systems $180 Holding Largest Purchases this Quarter Vertiv 51,162 shares (about $4.18K)Super Micro Computer 4,002 shares (about $4.04K)iShares Expanded Tech-Software Sector ETF 25,356 shares (about $2.16K)J.P. Morgan U.S. Tech Leaders ETF 20,726 shares (about $1.37K)Invesco Semiconductors ETF 22,339 shares (about $1.26K) Largest Sales this Quarter Charles Schwab 6,110 shares (about $442.25)Euronet Worldwide 2,692 shares (about $295.71)Energy Select Sector SPDR Fund 2,940 shares (about $277.63)Digi International 5,653 shares (about $180.42)Electronic Arts 1,302 shares (about $172.55) Sector Allocation Over TimeMap of 500 Largest Holdings ofUlland Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$9,786$1,169 ▲13.6%10,8317.8%Computer and TechnologyQQQInvesco QQQ$8,084$14 ▲0.2%18,2076.5%FinanceGOOGAlphabet$7,816$175 ▲2.3%51,3306.2%Computer and TechnologyAXONAxon Enterprise$6,932$28 ▲0.4%22,1555.5%Industrial ProductsMETAMeta Platforms$6,855$22 ▲0.3%14,1185.5%Computer and TechnologyUNHUnitedHealth Group$6,434$120 ▼-1.8%13,0065.1%MedicalAAPLApple$6,073$22 ▲0.4%35,4174.8%Computer and TechnologyAMZNAmazon.com$5,520$114 ▲2.1%30,6044.4%Retail/WholesaleVRTVertiv$4,665$4,178 ▲858.6%57,1213.7%Computer and TechnologySKYSkyline Champion$4,504$53 ▼-1.2%52,9843.6%ConstructionSMCISuper Micro Computer$4,042$4,042 ▲New Holding4,0023.2%Computer and TechnologyGOOGLAlphabet$3,768$38 ▼-1.0%24,9633.0%Computer and TechnologyVVisa$3,707$13 ▼-0.3%13,2823.0%Business ServicesSCHMSchwab U.S. Mid-Cap ETF$2,856$99 ▼-3.3%35,0772.3%ETFLOWLowe's Companies$2,825$43 ▼-1.5%11,0922.3%Retail/WholesaleMSFTMicrosoft$2,572$790 ▲44.3%6,1132.1%Computer and TechnologyBRK.ABerkshire Hathaway$2,5380.0%42.0%FinanceIGViShares Expanded Tech-Software Sector ETF$2,179$2,162 ▲12,678.0%25,5561.7%ETFSMMDiShares Russell 2500 ETF$1,888$42 ▲2.3%28,7771.5%ETFSPYSPDR S&P 500 ETF Trust$1,496$8 ▼-0.6%2,8601.2%FinanceDSIiShares MSCI KLD 400 Social ETF$1,4380.0%14,2601.1%ETFPSIInvesco Semiconductors ETF$1,413$1,260 ▲825.8%25,0441.1%ETFJ.P. Morgan U.S. Tech Leaders ETF$1,371$1,371 ▲New Holding20,7261.1%ETFSCHXSchwab US Large-Cap ETF$1,282$51 ▼-3.8%20,6571.0%ETFWFC.PLWells Fargo & Co. Pfd. Series L$1,099$310 ▲39.3%9010.9%FinanceBSXBoston Scientific$1,092$8 ▼-0.7%15,9390.9%MedicalJUSTGoldman Sachs JUST U.S. Large Cap Equity ETF$1,0670.0%14,2200.9%ETFDGIIDigi International$981$180 ▼-15.5%30,7370.8%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$9690.0%8,8800.8%ETFICEIntercontinental Exchange$873$36 ▼-3.9%6,3520.7%FinanceBRK.BBerkshire Hathaway$853$8 ▲1.0%2,0280.7%FinanceIUSGiShares Core S&P U.S. Growth ETF$808$106 ▼-11.6%6,8910.6%ManufacturingPXDPioneer Natural Resources$807$25 ▼-3.0%3,0750.6%Oils/EnergyINTUIntuit$577$58 ▲11.2%8870.5%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$568$278 ▼-32.8%6,0150.5%ETFEEFTEuronet Worldwide$550$296 ▼-35.0%5,0070.4%FinanceNZACSPDR MSCI ACWI Climate Paris Aligned ETF$5450.0%16,1200.4%ETFSCHWCharles Schwab$526$442 ▼-45.7%7,2670.4%FinanceECLEcolab$4930.0%2,1340.4%Basic MaterialsCOSTCostco Wholesale$489$31 ▲6.9%6680.4%Retail/WholesaleVOOVanguard S&P 500 ETF$469$5 ▲1.1%9750.4%ETFAMLPAlerian MLP ETF$459$53 ▲13.2%9,6750.4%ETFLHLaboratory Co. of America$391$20 ▼-4.8%1,7900.3%MedicalISRGIntuitive Surgical$2950.0%7380.2%MedicalPGProcter & Gamble$2930.0%1,8050.2%Consumer StaplesIWFiShares Russell 1000 Growth ETF$285$285 ▲New Holding8450.2%ETFEAElectronic Arts$275$173 ▼-38.6%2,0750.2%Consumer DiscretionaryBDXBecton, Dickinson and Company$2720.0%1,1000.2%MedicalSNOWSnowflake$264$17 ▼-6.0%1,6310.2%Computer and TechnologyCATCaterpillar$2620.0%7150.2%Industrial ProductsIWRiShares Russell Mid-Cap ETF$257$20 ▼-7.3%3,0600.2%ETFJNJJohnson & Johnson$246$39 ▼-13.6%1,5540.2%MedicalTTTrane Technologies$2400.0%8000.2%Business ServicesBSMBlack Stone Minerals$2350.0%14,7000.2%Oils/EnergyLNTHLantheus$224$88 ▲64.9%3,6020.2%MedicalETEnergy Transfer$222$2 ▲1.0%14,1430.2%Oils/EnergyCRWDCrowdStrike$220$220 ▲New Holding6860.2%Computer and TechnologyVMDViemed Healthcare$212$17 ▲8.6%22,4500.2%MedicalGNRCGenerac$2110.0%1,6700.2%Computer and TechnologyRTXRTX$2090.0%2,1440.2%AerospaceKRPKimbell Royalty Partners$2020.0%13,0000.2%Oils/EnergyCRMSalesforce$199$197 ▲10,933.3%6620.2%Computer and TechnologyViper Energy Partners, LP$1920.0%5,0000.2%StockBank of America 7.25$192$82 ▼-30.0%1610.2%Convertible PreferredCVLTCommvault Systems$180$180 ▲New Holding1,7780.1%Computer and TechnologyAAPAdvance Auto Parts$170$1 ▼-0.3%2,0030.1%Retail/WholesaleLLYEli Lilly and Company$166$11 ▲7.0%2140.1%MedicalMPLXMplx$1660.0%4,0000.1%Oils/EnergyHCAHCA Healthcare$147$9 ▼-5.8%4400.1%MedicalLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$146$2 ▼-1.1%9380.1%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$141$82 ▲137.9%7,8500.1%ManufacturingFISFidelity National Information Services$1390.0%1,8700.1%Business ServicesSCCOSouthern Copper$1380.0%1,3000.1%Basic MaterialsRIORio Tinto Group$1340.0%2,1000.1%Basic MaterialsVPUVanguard Utilities ETF$1340.0%9380.1%ETFMRKMerck & Co., Inc.$134$4 ▲3.5%1,0170.1%MedicalPMPhilip Morris International$130$10 ▼-6.9%1,4170.1%Consumer StaplesCVSCVS Health$1280.0%1,6060.1%Retail/WholesaleCARRCarrier Global$121$3 ▼-2.8%2,0840.1%Computer and TechnologyTGTTarget$1200.0%6750.1%Retail/WholesaleAMDAdvanced Micro Devices$118$59 ▲98.5%6550.1%Computer and TechnologySYKStryker$1150.0%3200.1%MedicalCVXChevron$1130.0%7180.1%Oils/EnergyXLVHealth Care Select Sector SPDR Fund$1110.0%7500.1%ETFPGRProgressive$1100.0%5300.1%FinanceKMBKimberly-Clark$109$109 ▲New Holding8390.1%Consumer StaplesSTEMStem$108$12 ▼-9.9%49,4500.1%Computer and TechnologyOTISOtis Worldwide$1060.0%1,0710.1%ConstructionVBVanguard Small-Cap ETF$97$1 ▲1.2%4250.1%ETFSCHDSchwab US Dividend Equity ETF$96$32 ▼-24.9%1,1950.1%ETFDLRDigital Realty Trust$96$96 ▲New Holding6650.1%FinanceVTIVanguard Total Stock Market ETF$870.0%3350.1%ETFGSThe Goldman Sachs Group$840.0%2000.1%FinanceWFCWells Fargo & Company$830.0%1,4350.1%FinanceTSEMTower Semiconductor$82$5 ▲6.5%2,4500.1%Computer and TechnologyNSCNorfolk Southern$760.0%3000.1%TransportationBKNGBooking$760.0%210.1%Retail/WholesaleEWEdwards Lifesciences$750.0%7800.1%MedicalPEPPepsiCo$750.0%4280.1%Consumer StaplesIOTSamsara$75$19 ▲33.6%1,9900.1%Computer and TechnologyShowing largest 100 holdings. 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