Mount Yale Investment Advisors, LLC Portfolio Holdings
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
Mount Yale Investment Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 671 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $54.7M, Microsoft Corp with a value of $39M, Spdr Gold Trust with a value of $32.8M, Apple Inc. with a value of $30.5M, and Nvidia Corp with a value of $29.6M.
Examining the 13F form we can see an increase of $163M in the current position value, from $1.21B to 1.38B.
Below you can find more details about Mount Yale Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.38 Billion
ETFs: $636 Million
Technology: $202 Million
Financial Services: $145 Million
Healthcare: $68.4 Million
Consumer Cyclical: $66.3 Million
Industrials: $51.8 Million
Communication Services: $49.4 Million
Energy: $40.3 Million
Other: $98.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 671
- Current Value $1.38 Billion
- Prior Value $1.21 Billion
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 191 stocks
- Additional Purchases 317 stocks
- Sold out of 0 stocks
- Reduced holdings in 162 stocks