0001085146-22-003818.txt : 20221108 0001085146-22-003818.hdr.sgml : 20221108 20221107205028 ACCESSION NUMBER: 0001085146-22-003818 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221108 DATE AS OF CHANGE: 20221107 EFFECTIVENESS DATE: 20221108 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ulrich Consultants & Investment Group, LLC CENTRAL INDEX KEY: 0001878849 IRS NUMBER: 854345180 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21360 FILM NUMBER: 221366937 BUSINESS ADDRESS: STREET 1: 1805 RIO GRANDE BLVD. NW, SUITE 1 CITY: ALBUQUERQUE STATE: NM ZIP: 87104 BUSINESS PHONE: 5052249100 MAIL ADDRESS: STREET 1: 1805 RIO GRANDE BLVD. NW, SUITE 1 CITY: ALBUQUERQUE STATE: NM ZIP: 87104 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001878849 XXXXXXXX 09-30-2022 09-30-2022 false Ulrich Consultants & Investment Group, LLC

1805 RIO GRANDE BLVD. NW, SUITE 1 ALBUQUERQUE NM 87104

13F COMBINATION REPORT 028-21360 0001018331 028-05788 NATIXIS ADVISORS, L.P. N Rebecca A. Crowder 505-224-9100 /s/Rebecca A. Crowder Albuquerque NM 11-07-2022 0 51 129672 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 1815 28648 SH SOLE 28648 0 0 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 1390 43423 SH SOLE 43423 0 0 APPLE INC COM 037833100 2771 20052 SH SOLE 20052 0 0 ARCBEST CORP COM 03937C105 2144 29481 SH SOLE 29481 0 0 ARES CAPITAL CORP COM 04010L103 513 30409 SH SOLE 30409 0 0 AT&T INC COM 00206R102 719 46858 SH SOLE 46858 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1309 14174 SH SOLE 14174 0 0 CORNING INC COM 219350105 1385 47717 SH SOLE 47717 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 1393 8450 SH SOLE 8450 0 0 CUMMINS INC COM 231021106 1182 5807 SH SOLE 5807 0 0 DIREXION SHS ETF TR AUSPCE CMD STG 25460E307 7840 263000 SH SOLE 263000 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 223 9360 SH SOLE 9360 0 0 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 1561 35996 SH SOLE 35996 0 0 EXXON MOBIL CORP COM 30231G102 284 3250 SH SOLE 3250 0 0 FS KKR CAP CORP COM 302635206 8069 476044 SH SOLE 476044 0 0 GARTNER INC COM 366651107 1820 6576 SH SOLE 6576 0 0 GLOBAL X FDS GBL X BLOCKCHAIN 37954Y160 491 83610 SH SOLE 83610 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 1104 3767 SH SOLE 3767 0 0 GOLUB CAP BDC INC COM 38173M102 9453 762965 SH SOLE 762965 0 0 HCA HEALTHCARE INC COM 40412C101 885 4813 SH SOLE 4813 0 0 HOME DEPOT INC COM 437076102 1320 4783 SH SOLE 4783 0 0 ICAHN ENTERPRISES LP DEPOSITARY UNIT 451100101 7158 144104 SH SOLE 144104 0 0 INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 1272 34425 SH SOLE 34425 0 0 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 4567 62039 SH SOLE 62039 0 0 INVESCO EXCHANGE TRADED FD T WILDERHIL CLAN 46137V134 2662 55254 SH SOLE 55254 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 647 11530 SH SOLE 11530 0 0 ISHARES TR ISHARES BIOTECH 464287556 266 2272 SH SOLE 2272 0 0 ISHARES TR MSCI EAFE ETF 464287465 1412 25204 SH SOLE 25204 0 0 ISHARES TR MSCI KLD400 SOC 464288570 1662 24810 SH SOLE 24810 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 758 13106 SH SOLE 13106 0 0 ISHARES TR U.S. MED DVC ETF 464288810 5428 115045 SH SOLE 115045 0 0 KINDER MORGAN INC DEL COM 49456B101 196 11773 SH SOLE 11773 0 0 MICRON TECHNOLOGY INC COM 595112103 1496 29864 SH SOLE 29864 0 0 MICROSOFT CORP COM 594918104 3112 13360 SH SOLE 13360 0 0 NUCOR CORP COM 670346105 2174 20324 SH SOLE 20324 0 0 NVIDIA CORPORATION COM 67066G104 1683 13862 SH SOLE 13862 0 0 PALO ALTO NETWORKS INC COM 697435105 830 5067 SH SOLE 5067 0 0 PIMCO ACCESS INCOME FUND SHS BENFIN INT 72203T100 10235 645750 SH SOLE 645750 0 0 PIMCO DYNAMIC INCOME FD SHS 72201Y101 3820 197135 SH SOLE 197135 0 0 PULTE GROUP INC COM 745867101 1216 32422 SH SOLE 32422 0 0 QUANTA SVCS INC COM 74762E102 1553 12193 SH SOLE 12193 0 0 RIO TINTO PLC SPONSORED ADR 767204100 2997 54431 SH SOLE 54431 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 333 4620 SH SOLE 4620 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 5897 41397 SH SOLE 41397 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 7153 107188 SH SOLE 107188 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2106 5897 SH SOLE 5897 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1559 22737 SH SOLE 22737 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 261 1389 SH SOLE 1389 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6430 19587 SH SOLE 19587 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1054 8536 SH SOLE 8536 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 2064 51171 SH SOLE 51171 0 0