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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
ORCLOracle Corporation
Recent Activity
Increased 73.92%
0.01%
$13,000
80 shares@ $162.5 avg price
PHXPhx Minerals Inc.
Recent Activity
Increased 100%
0.01%
$8,000
2,000 shares@ $4.0 avg price
SCHDSchwab Us Dividend Etf
Recent Activity
Increased 200%
0.01%
$1,000
36 shares@ $27.78 avg price