Mount Yale Investment Advisors, LLC Purchases and Sells in Q2 2025

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025

Top Buys

Incresed Positions

251 operations
Stock Shares change Price Range Shares Held Trade History
227
+ 0.55%
$354.56 - $497.45 $80.5K - $113K
41.8K $20.8M
7.67K
+ 10.62%
$167.32 - $223.3 $1.28M - $1.71M
79.9K $17.5M
5
+ 0.02%
$146.29 - $275.65 $731 - $1.38K
30.7K $8.47M
14.4K
+ 106.54%
$149.23 - $184.95 $2.15M - $2.67M
27.9K $5.09M
15.3K
+ 23.36%
$40.51 - $71.03 $620K - $1.09M
80.9K $5.68M
741
+ 1.7%
$179.73 - $253.23 $133K - $188K
44.4K $11.2M
View all

New Holdings

985 operations
Stock Shares change Price Range Shares Held Trade History
752K
New
$33.6 - $40.23 $25.3M - $30.2M
752K $30.2M
409K
New
N/A
409K $20.6M
2.73K
New
$430.72 - $497.52 $1.18M - $1.36M
2.73K $1.23M
34.1K
New
$27.6 - $34.51 $941K - $1.18M
34.1K $1.17M
22.4K
New
$50.09 - $51.09 $1.12M - $1.14M
22.4K $1.14M
2.92K
New
$170.96 - $322.76 $499K - $942K
2.92K $942K
View all

Top Sells

Reduced Positions

243 operations
Stock Shares change Price Range Shares Held Trade History
-537K
- 39.72%
$45.11 - $52.34 $24.2M - $28.1M
816K $42.7M
-239K
- 40.02%
$71.83 - $95.32 $17.2M - $22.8M
359K $34.2M
-2.88K
- 13.18%
$274.35 - $599.47 $789K - $1.72M
18.9K $5.91M
-33.7K
- 61.59%
$44.12 - $59.6 $1.48M - $2.01M
21K $971K
-899
- 3.51%
$483.48 - $539.8 $435K - $485K
24.7K $12M
-5.52K
- 24.87%
$133.73 - $168.51 $738K - $930K
16.7K $2.39M
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
INVESCO QQQ TR
500
New
N/A
500 $0
Activity Summary
Buys All Purchases 1236 New Holdings 985 Increased Positions 251 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email