Mount Yale Investment Advisors, LLC Purchases in Q2 2025

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
752K
New
$33.6 - $40.23 $25.3M - $30.2M
752K $30.2M
STLG
Ishares Factors Us Growth Styl

ETFs
409K
New
N/A
409K $20.6M
MSFT
Microsoft Corp

Technology
227
+ 0.55%
$354.56 - $497.45 $80.5K - $113K
41.8K $20.8M
AMZN
Amazon Com Inc

Consumer Cyclical
7.67K
+ 10.62%
$167.32 - $223.3 $1.28M - $1.71M
79.9K $17.5M
AVGO
Broadcom Inc.

Technology
5
+ 0.02%
$146.29 - $275.65 $731 - $1.38K
30.7K $8.47M
PM
Philip Morris International Inc.

Consumer Defensive
14.4K
+ 106.54%
$149.23 - $184.95 $2.15M - $2.67M
27.9K $5.09M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
15.3K
+ 23.36%
$40.51 - $71.03 $620K - $1.09M
80.9K $5.68M
XLK
Technology Sector Spdr

ETFs
741
+ 1.7%
$179.73 - $253.23 $133K - $188K
44.4K $11.2M
DIS
Walt Disney CO

Communication Services
8.16K
+ 16.95%
$81.72 - $124.01 $667K - $1.01M
56.3K $6.98M
EFV
Msci Eafe Value ETF

ETFs
29.6K
+ 49.83%
$52.4 - $64.65 $1.55M - $1.91M
88.9K $5.64M
JPM
Jpmorgan Chase & CO

Financial Services
1.23K
+ 3.57%
$210.28 - $289.91 $259K - $357K
35.8K $10.4M
GOOG
Alphabet Inc.

Communication Services
1.6K
+ 2.17%
$146.58 - $180.01 $235K - $288K
75.4K $13.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.79K
+ 17.48%
$416.06 - $551.64 $746K - $989K
12K $6.64M
SAP
Sap Se

Technology
3.5K
+ 23.52%
$237.53 - $309.8 $831K - $1.08M
18.4K $5.59M
VST
Vistra Corp.

Utilities
2.95K
+ 22.49%
$98.07 - $195.04 $289K - $575K
16K $3.11M
IEMG
Ishares Inc

ETFs
26.7K
+ 74.71%
N/A
62.4K $3.35M
TSLA
Tesla, Inc.

Consumer Cyclical
1.72K
+ 13.88%
$221.86 - $362.89 $381K - $623K
14.1K $4.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.1K
+ 10.83%
$51.16 - $62.02 $671K - $813K
134K $8.32M
DPZ
Dominos Pizza Inc

Consumer Cyclical
2.73K
New
$430.72 - $497.52 $1.18M - $1.36M
2.73K $1.23M
INTF
Ishares Tr

ETFs
34.1K
New
$27.6 - $34.51 $941K - $1.18M
34.1K $1.17M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
22.4K
New
$50.09 - $51.09 $1.12M - $1.14M
22.4K $1.14M
OEF
Ishares S&P 100 ETF

ETFs
3.91K
+ 79.84%
N/A
8.82K $2.35M
CEG
Constellation Energy Corp

Utilities
2.92K
New
$170.96 - $322.76 $499K - $942K
2.92K $942K
PRF
Invesco Exchange Traded Fd Tr

ETFs
22K
New
$35.77 - $42.27 $787K - $929K
22K $929K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
19.4K
+ 16.93%
$45.12 - $46.23 $875K - $896K
134K $6.19M
NOC
Northrop Grumman Corp

Industrials
1.99K
+ 28.95%
$456.3 - $540.39 $907K - $1.07M
8.85K $4.43M
GS
Goldman Sachs Group Inc

Financial Services
74
+ 1.39%
$462.22 - $707.75 $34.2K - $52.4K
5.39K $3.81M
WFC
Wells Fargo & Company

Financial Services
7.81K
+ 23.53%
$60.98 - $80.12 $476K - $626K
41K $3.29M
FTNT
Fortinet, Inc.

Technology
7.89K
New
$84.71 - $108.69 $668K - $857K
7.89K $833K
AFL
Aflac Inc

Financial Services
8.03K
+ 166.31%
$99.77 - $112.45 $801K - $903K
12.9K $1.36M
AMAT
Applied Materials Inc

Technology
295
+ 1.46%
$126.95 - $183.52 $37.5K - $54.1K
20.5K $3.75M
IVE
Ishares S&P 500 Value ETF

ETFs
3.56K
+ 16.84%
$168.34 - $195.42 $599K - $695K
24.7K $4.82M
NXPI
Nxp Semiconductors N.V.

Technology
1.02K
+ 5.32%
$153.5 - $218.72 $157K - $224K
20.3K $4.43M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.75K
+ 79.84%
$97.29 - $105.63 $754K - $819K
17.5K $1.77M
RBLX
Roblox Corp

Communication Services
7.23K
New
$51.22 - $105.59 $370K - $763K
7.23K $760K
WM
Waste Management Inc

Industrials
3.21K
+ 138.33%
$216.47 - $242.1 $695K - $778K
5.53K $1.27M
URI
United Rentals, Inc.

Industrials
561
+ 25.27%
$551.94 - $753.4 $310K - $423K
2.78K $2.1M
ISRG
Intuitive Surgical Inc

Healthcare
1.23K
+ 218.68%
$451.58 - $565.94 $555K - $696K
1.79K $973K
DE
Deere & CO

Industrials
1.21K
+ 63.89%
$412.99 - $531.48 $500K - $643K
3.1K $1.58M
DHI
Horton D R Inc

Consumer Cyclical
5.33K
New
$115.1 - $129.63 $614K - $691K
5.33K $687K
CAH
Cardinal Health Inc

Healthcare
4.08K
New
$125.0 - $168.0 $510K - $685K
4.08K $685K
NTES
Net Ease, Inc.

Communication Services
4.95K
New
$91.37 - $134.58 $452K - $666K
4.95K $665K
SHOP
Shopify Inc.

Technology
5.15K
+ 175.05%
$76.89 - $115.35 $396K - $594K
8.09K $933K
IWF
Ishares Russell 1000 Gr ETF

ETFs
770
+ 16.45%
$320.42 - $424.58 $247K - $327K
5.45K $2.31M
COF
Capital One Financial Corp

Financial Services
2.92K
New
$150.57 - $212.76 $439K - $620K
2.92K $620K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.4K
+ 2.8%
$43.53 - $54.46 $105K - $131K
88.1K $4.8M
SNOW
Snowflake Inc.

Technology
2.77K
New
$130.53 - $223.77 $361K - $619K
2.77K $618K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.9K
New
$102.02 - $103.5 $601K - $610K
5.9K $606K
CPNG
Coupang, Inc.

Consumer Cyclical
2.5K
+ 3.79%
$19.76 - $30.81 $49.4K - $77K
68.5K $2.05M
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
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