Mount Yale Investment Advisors, LLC Purchases in Q3 2024

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
147K
+ 432.04%
$56.04 - $62.99 $8.27M - $9.29M
182K $11.1M
CRM
Salesforce, Inc.

Technology
18.2K
New
$238.42 - $276.53 $4.34M - $5.03M
18.2K $4.98M
PPG
Ppg Industries Inc

Basic Materials
36.2K
New
$118.32 - $134.55 $4.28M - $4.87M
36.2K $4.8M
NKE
Nike, Inc.

Consumer Cyclical
50K
+ 558.81%
$71.09 - $89.44 $3.56M - $4.47M
59K $5.21M
PARA
Paramount Global

Communication Services
426K
New
$9.98 - $11.95 $4.25M - $5.09M
426K $4.52M
HON
Honeywell International Inc

Industrials
21.6K
+ 461.64%
$196.73 - $220.21 $4.24M - $4.75M
26.2K $5.42M
MRK
Merck & Co., Inc.

Healthcare
40K
+ 189.28%
$111.15 - $128.97 $4.44M - $5.16M
61.1K $6.94M
AVGO
Broadcom Inc.

Technology
36.5K
+ 1554.92%
$136.27 - $1745.86 $4.98M - $63.8M
38.9K $6.71M
EFV
Msci Eafe Value ETF

ETFs
45.9K
+ 113.05%
$51.72 - $57.96 $2.38M - $2.66M
86.6K $4.98M
SE
Sea LTD

Consumer Cyclical
24.6K
New
$59.94 - $94.83 $1.47M - $2.33M
24.6K $2.32M
SPOT
Spotify Technology S.A.

Communication Services
636
+ 3.53%
$290.16 - $384.01 $185K - $244K
18.6K $6.87M
DOW
Dow Inc.

Basic Materials
22.2K
New
$50.15 - $55.41 $1.11M - $1.23M
22.2K $1.21M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4.45K
New
$233.4 - $302.36 $1.04M - $1.34M
4.45K $1.21M
GFL
Gfl Environmental Inc.

Industrials
28.1K
+ 101.64%
$37.64 - $43.49 $1.06M - $1.22M
55.8K $2.23M
JPIE
J P Morgan Exchange Traded Fd
17.5K
+ 6.55%
$45.17 - $46.39 $789K - $811K
284K $13.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
17K
+ 12.71%
$44.83 - $47.42 $762K - $806K
151K $7.1M
XLK
Technology Sector Spdr

ETFs
4.71K
+ 9.24%
$197.34 - $237.68 $929K - $1.12M
55.7K $12.6M
CW
Curtiss Wright Corp

Industrials
2.89K
New
$265.18 - $332.22 $766K - $959K
2.89K $948K
ORCL
Oracle Corp

Technology
3.38K
+ 27.54%
$125.9 - $170.35 $425K - $575K
15.6K $2.66M
AES
Aes Corp

Utilities
10.4K
+ 4.0%
$16.18 - $20.07 $169K - $210K
272K $5.45M
HALO
Halozyme Therapeutics, Inc.

Healthcare
15K
New
$51.3 - $64.42 $768K - $965K
15K $856K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.46K
+ 72.73%
$210.25 - $231.86 $727K - $802K
8.22K $1.83M
USFD
Us Foods Holding Corp.

Consumer Defensive
11.4K
+ 94.75%
$50.06 - $62.82 $572K - $718K
23.5K $1.45M
TSLA
Tesla, Inc.

Consumer Cyclical
567
+ 5.84%
$191.76 - $263.26 $109K - $149K
10.3K $2.69M
NVS
Novartis Ag

Healthcare
5.05K
+ 29.52%
$106.13 - $120.89 $536K - $611K
22.2K $2.55M
MCD
Mcdonalds Corp

Consumer Cyclical
1.82K
+ 52.39%
$245.82 - $304.51 $447K - $554K
5.29K $1.61M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.1K
New
$41.9 - $48.26 $590K - $680K
14.1K $674K
AON
Aon PLC

Financial Services
234
+ 2.11%
$293.16 - $351.06 $68.6K - $82.1K
11.3K $3.92M
ONTO
Onto Innovation Inc.

Technology
3.25K
+ 183.02%
$158.45 - $238.04 $514K - $772K
5.02K $1.04M
VGT
Vanguard Information Technolog

ETFs
1.03K
New
$514.43 - $606.85 $528K - $623K
1.03K $602K
SYY
Sysco Corp

Consumer Defensive
7.67K
New
$69.16 - $78.98 $531K - $606K
7.67K $599K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
6.49K
+ 9.36%
$39.47 - $49.4 $256K - $320K
75.8K $3.6M
EQIX
Equinix Inc

Real Estate
567
New
$749.0 - $890.01 $425K - $505K
567 $503K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.87K
New
$149.02 - $167.67 $428K - $482K
2.87K $481K
CPNG
Coupang, Inc.

Consumer Cyclical
8.54K
+ 11.74%
$19.79 - $24.92 $169K - $213K
81.3K $2M
ADP
Automatic Data Processing Inc

Industrials
599
+ 8.16%
$233.44 - $279.45 $140K - $167K
7.94K $2.2M
RDVY
First Trust Rising Dividend Ac

ETFs
3.18K
+ 5.9%
$53.68 - $59.24 $171K - $188K
57.1K $3.38M
ETN
Eaton Corp PLC

Industrials
1.15K
+ 63.42%
$272.52 - $333.02 $312K - $382K
2.95K $978K
CUBE
Cube Smart

Real Estate
3.76K
+ 15.54%
$43.74 - $54.55 $165K - $205K
28K $1.51M
PTC
Ptc Inc.

Technology
2.2K
+ 126.3%
$164.85 - $187.32 $363K - $413K
3.95K $713K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.3K
+ 6.38%
$138.82 - $162.76 $181K - $212K
21.7K $3.54M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.53K
+ 98.72%
$71.9 - $79.86 $326K - $362K
9.13K $725K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.78K
New
$48.06 - $49.39 $374K - $384K
7.78K $383K
VLO
Valero Energy Corp

Energy
3.6K
+ 75.99%
$132.81 - $163.48 $478K - $588K
8.33K $1.13M
LOW
Lowes Companies Inc

Consumer Cyclical
610
+ 14.37%
$213.3 - $270.78 $130K - $165K
4.86K $1.31M
EMR
Emerson Electric CO

Industrials
3.39K
New
$98.19 - $118.87 $332K - $402K
3.39K $370K
IWM
Ishares Russell 2000 ETF

ETFs
140
+ 0.75%
$200.87 - $224.6 $28.1K - $31.4K
18.7K $4.13M
DGRO
Ishares Core Dividend Growth E

ETFs
1.45K
+ 2.7%
$57.47 - $62.76 $83.2K - $90.9K
55.2K $3.46M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.38K
+ 71.28%
$96.25 - $101.98 $325K - $345K
8.12K $822K
Activity Summary
Buys All Purchases 201 New Holdings 69 Increased Positions 132 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 5 Puts 1
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