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
SLGN
Silgan Holdings Inc

Consumer Cyclical
740
New
$45.48 - $56.15 $33.7K - $41.6K
740 $40K
SKYW
Skywest Inc

Industrials
391
New
$79.41 - $103.84 $31K - $40.6K
391 $40K
WULF
Terawulf Inc.

Financial Services
9.36K
New
$2.24 - $4.53 $21K - $42.4K
9.36K $40K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
362
New
$97.18 - $113.06 $35.2K - $40.9K
362 $40K
AXS
Axis Capital Holdings LTD

Financial Services
393
New
$87.23 - $106.93 $34.3K - $42K
393 $40K
EIG
Employers Holdings, Inc.

Financial Services
837
New
$46.08 - $51.35 $38.6K - $43K
837 $39K
FR
First Industrial Realty Trust Inc

Real Estate
831
New
$43.07 - $54.05 $35.8K - $44.9K
831 $39K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
836
New
$45.92 - $50.78 $38.4K - $42.5K
836 $39K
IWS
Ishares Russell Midcap Value E

ETFs
300
New
$110.58 - $132.14 $33.2K - $39.6K
300 $39K
MRTN
Marten Transport LTD

Industrials
3.03K
New
$12.69 - $13.95 $38.5K - $42.3K
3.03K $39K
OPCH
Option Care Health, Inc.

Healthcare
1.23K
New
$30.69 - $34.95 $37.7K - $43K
1.23K $39K
POWI
Power Integrations Inc

Technology
715
New
$42.13 - $59.01 $30.1K - $42.2K
715 $39K
TECK
Teck Resources LTD

Basic Materials
175
+ 2.17%
$29.05 - $41.48 $5.08K - $7.26K
8.26K $333K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$22.27 - $29.21 $22.3 - $29.2
9.41K $274K
GLW
Corning Inc

Technology
730
New
$39.07 - $52.59 $28.5K - $38.4K
730 $38K
D
Dominion Energy, Inc

Utilities
690
New
$49.66 - $58.0 $34.3K - $40K
690 $38K
PNFP
Pinnacle Financial Partners Inc

Financial Services
346
New
$87.19 - $111.51 $30.2K - $38.6K
346 $38K
RELX
Relx PLC

Communication Services
708
New
$45.31 - $55.66 $32.1K - $39.4K
708 $38K
WTW
Willis Towers Watson PLC

Financial Services
126
New
$295.96 - $337.43 $37.3K - $42.5K
126 $38K
EXR
Extra Space Storage Inc.

Real Estate
253
New
$126.61 - $152.99 $32K - $38.7K
253 $37K
GTY
Getty Realty Corp

Real Estate
1.36K
New
$27.38 - $30.93 $37.2K - $42K
1.36K $37K
PATK
Patrick Industries Inc

Consumer Cyclical
56
+ 1.37%
$74.33 - $93.03 $4.16K - $5.21K
4.13K $381K
QLD
Proshares Ultra Qqq

ETFs
322
New
$69.34 - $117.71 $22.3K - $37.9K
322 $37K
O
Realty Income Corp

Real Estate
687
+ 11.25%
$52.27 - $58.52 $35.9K - $40.2K
6.8K $391K
ROST
Ross Stores, Inc.

Consumer Cyclical
296
New
$126.62 - $154.26 $37.5K - $45.7K
296 $37K
VICI
Vici Properties Inc.

Real Estate
1.15K
New
$29.41 - $32.97 $33.9K - $38K
1.15K $37K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
113
New
$224.32 - $326.09 $25.3K - $36.8K
113 $36K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.33K
New
$12.25 - $15.47 $28.6K - $36.1K
2.33K $36K
FCPT
Four Corners Property Trust, Inc.

Real Estate
1.36K
New
$26.06 - $28.7 $35.5K - $39.1K
1.36K $36K
HYG
Ishares Tr

ETFs
454
New
$75.75 - $80.65 $34.4K - $36.6K
454 $36K
PAR
Par Technology Corp

Technology
74
+ 1.88%
$50.87 - $69.82 $3.76K - $5.17K
4K $277K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
546
New
$60.03 - $72.0 $32.8K - $39.3K
546 $36K
SNDR
Schneider National, Inc.

Industrials
1.53K
New
$21.06 - $24.75 $32.1K - $37.8K
1.53K $36K
TENB
Tenable Holdings, Inc.

Technology
1.09K
New
$30.45 - $35.17 $33.2K - $38.3K
1.09K $36K
CNI
Canadian National Railway CO

Industrials
74
+ 1.73%
$92.66 - $108.13 $6.86K - $8K
4.36K $453K
ADM
Archer Daniels Midland CO

Consumer Defensive
681
New
$41.79 - $54.16 $28.5K - $36.9K
681 $35K
ACA
Arcosa, Inc.

Industrials
56
+ 1.8%
$70.66 - $90.53 $3.96K - $5.07K
3.17K $274K
ARES
Ares Management Corp

Financial Services
203
New
$118.04 - $175.83 $24K - $35.7K
203 $35K
BE
Bloom Energy Corp

Industrials
1.5K
New
$16.32 - $23.92 $24.5K - $35.9K
1.5K $35K
ETSY
Etsy Inc

Consumer Cyclical
705
New
$40.8 - $63.88 $28.8K - $45K
705 $35K
FAF
First American Financial Corp

Financial Services
577
New
$54.11 - $67.0 $31.2K - $38.7K
577 $35K
HSY
Hershey CO

Consumer Defensive
215
New
$151.29 - $173.13 $32.5K - $37.2K
215 $35K
IDXX
Idexx Laboratories Inc

Healthcare
67
New
$361.04 - $536.34 $24.2K - $35.9K
67 $35K
IWY
Ishares Tr Russell 200 Growth

ETFs
143
New
$187.5 - $246.51 $26.8K - $35.3K
143 $35K
KEY
Keycorp

Financial Services
2.04K
New
$13.23 - $17.42 $27K - $35.6K
2.04K $35K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
1.54K
New
$10.88 - $23.17 $16.8K - $35.7K
1.54K $35K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
349
New
$90.85 - $102.31 $31.7K - $35.7K
349 $35K
ZBRA
Zebra Technologies Corp

Technology
32
+ 3.35%
$213.54 - $309.26 $6.83K - $9.9K
986 $304K
FN
Fabrinet

Technology
119
New
$171.03 - $298.93 $20.4K - $35.6K
119 $35K
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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