Top 50 Ulland Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVidia Corporation | 7.96% | 53.2K | $9.3M | -1.71%(-927) | $47.56(+374.86%) | 2026-03-31 | |
| GOOG | Alphabet, Inc. | 7.7% | 31.3K | $9.0M | -4.10%(-1.34K) | $140.43(+184.15%) | 2026-03-31 | |
| VRT | Vertiv Holdings, Co. | 5.81% | 27.0K | $6.8M | -24.63%(-8.83K) | $63.85(+479.51%) | 2026-03-31 | |
| META | Meta Platforms, Inc. | 5.3% | 10.8K | $6.2M | -1.14%(-125) | $344.19(+79.16%) | 2026-03-31 | |
| QQQ | Invesco QQQ Trust ETF | 4.94% | 10.0K | $5.8M | -2.63%(-269) | $377.83(+89.16%) | 2026-03-31 | |
| JEPI | J.P. Morgan Equity Premium Income ETF | 4.29% | 88.3K | $5.0M | -1.35%(-1.21K) | $57.25(-2.30%) | 2026-03-31 | |
| AXON | Axon Enterprise, Inc. | 4.15% | 11.4K | $4.8M | +0.81%(+92) | $196.54(+91.73%) | 2026-03-31 | |
| JEPQ | J.P. Morgan Nasdaq Equity Premium Income ETF | 4.09% | 85.9K | $4.8M | -0.64%(-555) | $53.94(+11.03%) | 2026-03-31 | |
| AMZN | Amazon.com, Inc. | 3.85% | 21.5K | $4.5M | -1.54%(-336) | $166.68(+62.07%) | 2026-03-31 | |
| GOOGL | Alphabet, Inc. | 3.2% | 13.0K | $3.7M | -1.39%(-183) | $139.28(+189.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.90% | +72.38% |
| Top 20 Holdings Unweighted | +16.33% | +57.45% |
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