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Ulland Investment Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the Ulland Investment Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Ulland Investment Advisors LLC. In the Ulland Investment Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Ulland Investment Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Ulland Investment Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
UnitedHealth Group Inc. 13,875 -902 $7,127
     UNH13,875-902$7,127
Invesco QQQ Trust 21,256 -442 $5,958
     QQQ21,256-442$5,958
Alphabet Inc. 2,631 -228 $5,755
     GOOG2,631-228$5,755
Apple Inc. 38,169 -2,760 $5,218
     AAPL38,169-2,760$5,218
Amazon.com Inc. 32,900 +31,174 $3,494
     AMZN32,900+31,174$3,494
Euronet Worldwide Inc. 32,103 UNCH $3,229
     EEFT32,103UNCH$3,229
Skyline Champion Corporation 65,695 -8,000 $3,115
     SKY65,695-8,000$3,115
Lowe s Companies Inc. 17,606 -100 $3,075
     LOW17,606-100$3,075
Alphabet Inc. 1,408 UNCH $3,068
     GOOGL1,408UNCH$3,068
Visa Inc. 15,249 -75 $3,002
     V15,249-75$3,002
Wells Fargo Capital 7.50      $2,922
     WFC.PRL2,358-3,470$2,866
     WFC1,435UNCH$56
Meta Platforms Inc. 17,995 -382 $2,902
     FB17,995-382$2,902
Schwab U.S. Mid Cap ETF (SCHM) 44,592 -930 $2,797
     SCHM44,592-930$2,797
SVB Financial Group 6,602 -1,251 $2,608
     SIVB6,602-1,251$2,608
iShares Core S&P U.S. Growth ETF (IUSG) 29,980 -5,082 $2,509
     IUSG29,980-5,082$2,509
Axon Enterprise Inc. 25,336 -1,500 $2,361
     AXON25,336-1,500$2,361
Berkshire Hathaway Inc.      $2,163
     BRK.A4UNCH$1,636
     BRK.B1,930UNCH$527
Fidelity National Information Services Inc. 20,486 -353 $1,878
     FIS20,486-353$1,878
Invesco Dynamic Semiconductors ETF (PSI) 18,080 -8,305 $1,764
     PSI18,080-8,305$1,764
Intercontinental Exchange Inc. (ICE) 18,464 -8,214 $1,736
     ICE18,464-8,214$1,736
Invesco DWA Healthcare Momentum ETF (PTH) 14,602 -1,496 $1,676
     PTH14,602-1,496$1,676
Schwab U.S. Large Cap ETF (SCHX) 37,306 -10,206 $1,666
     SCHX37,306-10,206$1,666
SPDR S&P 500 ETF (SPY) 3,832 -273 $1,446
     SPY3,832-273$1,446
KraneShares Global Carbon ETF (KRBN) 29,170 -450 $1,436
     KRBN29,170-450$1,436
Chesapeake Energy Corporation 15,588 +15,588 $1,264
     CHK15,588+15,588$1,264
Electronic Arts Inc. 8,591 -127 $1,045
     EA8,591-127$1,045
iShares MSCI KLD 400 Social ETF (DSI) 14,260 UNCH $1,025
     DSI14,260UNCH$1,025
Laboratory Corporation of America Holdings 4,180 -1,635 $980
     LH4,180-1,635$980
Energy Select Sector SPDR Fund (XLE) 13,320 -4,355 $953
     XLE13,320-4,355$953
iShares MSCI USA ESG Select ETF (SUSA) 10,655 UNCH $860
     SUSA10,655UNCH$860
Cleveland Cliffs Inc. 51,854 -1,300 $797
     CLF51,854-1,300$797
Global X Cybersecurity 31,464 -8,240 $787
     BUG31,464-8,240$787
Pfizer Inc. 14,770 -4,000 $774
     PFE14,770-4,000$774
Boston Scientific Group 20,639 -10,435 $769
     BSX20,639-10,435$769
Goldman Sachs JUST U.S. Large Cap Equity ETF (JUST) 14,220 UNCH $767
     JUST14,220UNCH$767
Devon Energy Corporation 13,229 +13,229 $729
     DVN13,229+13,229$729
Range Resources Corporation 28,880 +28,880 $715
     RRC28,880+28,880$715
Advance Auto Parts Inc. 3,980 -32 $689
     AAP3,980-32$689
Intuit Inc. 1,760 -873 $678
     INTU1,760-873$678
Stem Inc. 90,230 +645 $646
     STEM90,230+645$646
SPDR MSCI ACWI Low Carbon Target ETF (LOWC) 21,020 +15,765 $549
     LOWC21,020+15,765$549
Microsoft Corporation 1,999 UNCH $513
     MSFT1,999UNCH$513
Intuitive Surgical Inc. 1,926 -520 $387
     ISRG1,926-520$387
Vanguard S&P 500 ETF (VOO) 1,004 +20 $348
     VOO1,004+20$348
Ecolab Inc. 2,259 +25 $347
     ECL2,259+25$347
iShares Russell Mid Cap ETF (IWR) 5,300 UNCH $343
     IWR5,300UNCH$343
Morgan Stanley 4,475 -1,500 $340
     MS4,475-1,500$340
Digi International Inc. 13,385 -300 $324
     DGII13,385-300$324
Johnson & Johnson 1,799 UNCH $319
     JNJ1,799UNCH$319
3M Company 2,239 UNCH $290
     MMM2,239UNCH$290

See Full List: All Stocks Held By Ulland Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ulland Investment Advisors LLC

Size ($ in 1000's)
At 06/30/2022: $97,651
At 03/31/2022: $133,363

Ulland Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ulland Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

Ulland Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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