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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
AXONAxon Enterprise, Inc.
Recent Activity
Increased 0.24%
8.29%
$12.998M
21,870 shares@ $594.34 avg price
9497⤦Wells Fargo Capital 7.50
Recent Activity
Increased 456.07%
7.61%
$11.928M
9,987 shares@ $1194.36 avg price
GOOGAlphabet, Inc.
Recent Activity
Increased 2.15%
6.43%
$10.071M
52,883 shares@ $190.44 avg price
QQQInvesco Qqq Trust Etf
Recent Activity
Increased 1.83%
6.05%
$9.476M
18,536 shares@ $511.23 avg price
METAMeta Platforms, Inc.
Recent Activity
Increased 2.96%
5.18%
$8.11M
13,851 shares@ $585.52 avg price
AMZNAmazon.com, Inc.
Recent Activity
Increased 2.66%
4.38%
$6.857M
31,253 shares@ $219.41 avg price
VRTVertiv Holdings, Co.
Recent Activity
Increased 0.45%
4.25%
$6.655M
58,575 shares@ $113.62 avg price
UNHUnitedhealth Group, Inc.
Recent Activity
Increased 1.25%
4.03%
$6.316M
12,485 shares@ $505.89 avg price
SKYSkyline Champion Corporation
Recent Activity
Increased 0.33%
2.96%
$4.635M
52,610 shares@ $88.11 avg price
VVisa, Inc.
Recent Activity
Increased 0.32%
2.63%
$4.124M
13,050 shares@ $316.02 avg price