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
A
Agilent Technologies, Inc.

Healthcare
281
+ 15.25%
$99.29 - $120.52 $27.9K - $33.9K
2.12K $250K
CSGP
Costar Group, Inc.

Real Estate
447
New
$72.62 - $83.22 $32.5K - $37.2K
447 $35K
DVN
Devon Energy Corp

Energy
1.08K
New
$26.8 - $37.92 $28.9K - $40.9K
1.08K $34K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
453
New
$57.46 - $75.58 $26K - $34.2K
453 $34K
HIG
Hartford Financial Services Group, Inc.

Financial Services
274
New
$109.83 - $131.67 $30.1K - $36.1K
274 $34K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.81K
New
N/A
1.81K $34K
IP
International Paper CO

Consumer Cyclical
740
New
$43.89 - $54.46 $32.5K - $40.3K
740 $34K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
229
New
$113.67 - $150.4 $26K - $34.4K
229 $34K
TRU
Trans Union

Industrials
387
New
$69.26 - $91.89 $26.8K - $35.6K
387 $34K
VTR
Ventas, Inc.

Real Estate
553
New
$62.45 - $70.08 $34.5K - $38.8K
553 $34K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
504
New
$58.52 - $71.7 $29.5K - $36.1K
504 $34K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
74
New
$328.01 - $475.68 $24.3K - $35.2K
74 $34K
WRB
Berkley W R Corp

Financial Services
460
New
$64.28 - $75.17 $29.6K - $34.6K
460 $33K
MYRG
Myr Group Inc.

Industrials
185
New
$101.85 - $182.61 $18.8K - $33.8K
185 $33K
BTU
Peabody Energy Corp

Energy
2.53K
New
$10.31 - $15.28 $26.1K - $38.6K
2.53K $33K
RF
Regions Financial Corp

Financial Services
1.41K
New
$18.34 - $23.52 $25.8K - $33.1K
1.41K $33K
VRNT
Verint Systems Inc

Technology
1.04K
New
N/A
1.04K $33K
VRSK
Verisk Analytics, Inc.

Industrials
109
New
$277.03 - $321.33 $30.2K - $35K
109 $33K
MTN
Vail Resorts Inc

Consumer Cyclical
212
New
$131.42 - $164.64 $27.9K - $34.9K
212 $33K
WYNN
Wynn Resorts LTD

Consumer Cyclical
357
New
$66.1 - $97.75 $23.6K - $34.9K
357 $33K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
499
New
N/A
499 $32K
POWL
Powell Industries Inc

Industrials
156
New
$159.38 - $211.34 $24.9K - $33K
156 $32K
REX
Rex American Resources Corp

Basic Materials
675
New
$34.99 - $49.53 $23.6K - $33.4K
675 $32K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
388
New
$60.61 - $87.72 $23.5K - $34K
388 $32K
COLM
Columbia Sportswear CO

Consumer Cyclical
509
New
$59.62 - $77.36 $30.3K - $39.4K
509 $31K
CVLT
Commvault Systems Inc

Technology
31
+ 2.01%
$139.35 - $190.99 $4.32K - $5.92K
1.57K $273K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
234
+ 5.54%
$167.22 - $212.42 $39.1K - $49.7K
4.46K $882K
EQT
Eqt Corp

Energy
541
New
$46.11 - $60.44 $24.9K - $32.7K
541 $31K
ES
Eversource Energy

Utilities
489
New
$54.25 - $65.89 $26.5K - $32.2K
489 $31K
HUM
Humana Inc

Healthcare
130
New
$224.93 - $295.04 $29.2K - $38.4K
130 $31K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
814
New
$32.61 - $38.62 $26.5K - $31.4K
814 $31K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
1.02K
New
$28.23 - $38.37 $28.7K - $38.9K
1.02K $31K
FXI
Ishares Tr

ETFs
850
New
$29.59 - $37.41 $25.2K - $31.8K
850 $31K
TD
Toronto Dominion Bank

Financial Services
431
New
$55.71 - $73.45 $24K - $31.7K
431 $31K
AGYS
Agilysys Inc

Technology
263
New
$65.76 - $118.19 $17.3K - $31.1K
263 $30K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
347
New
$73.02 - $90.22 $25.3K - $31.3K
347 $30K
SUI
Sun Communities Inc

Real Estate
238
New
$114.62 - $132.25 $27.3K - $31.5K
238 $30K
SNV
Synovus Financial Corp

Financial Services
595
New
$38.27 - $51.75 $22.8K - $30.8K
595 $30K
UPWK
Upwork, Inc

Industrials
2.23K
New
$11.8 - $17.5 $26.3K - $39.1K
2.23K $30K
BPMC
Blueprint Medicines Corp

Healthcare
231
New
$79.22 - $128.4 $18.3K - $29.7K
231 $29K
EXC
Exelon Corp

Utilities
674
New
$42.2 - $47.37 $28.4K - $31.9K
674 $29K
BUG
Global X Fds Cybersecurity ETF

ETFs
801
New
$29.9 - $37.1 $23.9K - $29.7K
801 $29K
ICLN
Ishares

ETFs
2.26K
New
$10.56 - $13.31 $23.8K - $30K
2.26K $29K
FNDF
Schwab Fundamental Intl Large

ETFs
728
New
$32.25 - $40.02 $23.5K - $29.1K
728 $29K
VKTX
Viking Therapeutics, Inc.

Healthcare
1.11K
New
$19.98 - $29.49 $22.2K - $32.7K
1.11K $29K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
336
New
$72.61 - $88.75 $24.4K - $29.8K
336 $29K
AWK
American Water Works Company, Inc.

Utilities
205
New
$133.82 - $151.96 $27.4K - $31.2K
205 $28K
CSGS
Csg Systems International Inc

Technology
440
New
$56.51 - $66.33 $24.9K - $29.2K
440 $28K
DRI
Darden Restaurants Inc

Consumer Cyclical
133
New
$186.58 - $225.78 $24.8K - $30K
133 $28K
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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