James RG Skjong

@Ulland Investment Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$156.829M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DGROIshares Core Dividend Growth Etf Recent Activity New Position	0.02%	$27,000 440 shares@ $61.37 avg price	New Position
DALDelta Air Lines, Inc. Recent Activity New Position	0.01%	$5,000 80 shares@ $62.5 avg price	New Position
BTCGrayscale Bitcoin Mini Trust Etf Recent Activity New Position	0.01%	$4,000 100 shares@ $40.0 avg price	New Position
SMRNuscale Power Corporation Recent Activity New Position	0.01%	$4,000 200 shares@ $20.0 avg price	New Position
BIOABioage Labs, Inc. Recent Activity New Position	0%	$0 20 shares@ $0.0 avg price	New Position