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James RG Skjong

@Ulland Investment Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$156.829MTotal holdings212
Assets growth rate14.79%Assets growth rate (2-Q avg)4.88%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ulland Investment Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 212 positions.

Assets under management

The assets under management (AUM) of Ulland Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 156.829M in assets, with a quarterly growth rate of 14.79% and a 2-quarter average growth rate of 4.88%. The portfolio is managed by James RG Skjong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -3.89%
8.99%
$14.096M
104,967 shares@ $134.29 avg price
AAPLApple, Inc.
Recent Activity
Decreased -0.02%
5.6%
$8.777M
35,047 shares@ $250.44 avg price
BSXBoston Scientific Group
Recent Activity
Decreased -2.63%
0.89%
$1.386M
15,519 shares@ $89.31 avg price
PSIInvesco Dynamic Semiconductors Etf
Recent Activity
Decreased -11.12%
0.69%
$1.074M
18,551 shares@ $57.9 avg price
IUSGIshares Core S&p U.s. Growth Etf
Recent Activity
Decreased -2.67%
0.6%
$939,000
6,736 shares@ $139.41 avg price
XOMExxon Mobil Corporation
Recent Activity
Decreased -0.31%
0.49%
$754,000
7,014 shares@ $107.5 avg price
INTUIntuit, Inc.
Recent Activity
Decreased -13.52%
0.31%
$482,000
767 shares@ $628.43 avg price
CRWDCrowdstrike Holdings, Inc.
Recent Activity
Decreased -5.02%
0.21%
$323,000
945 shares@ $341.8 avg price
LHLaboratory Corporation Of America Holdings
Recent Activity
Decreased -0.73%
0.2%
$311,000
1,358 shares@ $229.02 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Decreased -3.26%
0.19%
$286,000
711 shares@ $402.26 avg price