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
FNF
Fidelity National Financial, Inc.

Financial Services
516
New
$53.62 - $66.59 $27.7K - $34.4K
516 $28K
GPC
Genuine Parts CO

Consumer Cyclical
145
+ 2.91%
$105.54 - $129.09 $15.3K - $18.7K
5.14K $622K
IJK
Ishares S&P Midcap 400 Growth

ETFs
318
New
$73.7 - $90.98 $23.4K - $28.9K
318 $28K
NDSN
Nordson Corp

Industrials
48
+ 3.46%
$167.51 - $223.5 $8.04K - $10.7K
1.44K $307K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
598
New
$28.15 - $47.93 $16.8K - $28.7K
598 $28K
SYK
Stryker Corp

Healthcare
71
New
$337.37 - $395.63 $24K - $28.1K
71 $28K
CSWI
Csw Industrials, Inc.

Industrials
95
New
$254.34 - $336.43 $24.2K - $32K
95 $27K
CBT
Cabot Corp

Basic Materials
369
New
$72.47 - $84.35 $26.7K - $31.1K
369 $27K
FLO
Flowers Foods Inc

Consumer Defensive
1.73K
New
$15.86 - $19.21 $27.5K - $33.3K
1.73K $27K
LI
Li Auto Inc.

Consumer Cyclical
1K
New
$19.79 - $30.15 $19.8K - $30.2K
1K $27K
SJM
J M Smucker CO

Consumer Defensive
283
New
$94.41 - $118.52 $26.7K - $33.5K
283 $27K
ALLE
Allegion PLC

Industrials
20
+ 1.13%
$118.52 - $145.64 $2.37K - $2.91K
1.79K $258K
WFRD
Weatherford International PLC

Energy
545
New
$39.17 - $54.26 $21.3K - $29.6K
545 $27K
ESI
Element Solutions Inc

Basic Materials
1.15K
New
$17.5 - $22.96 $20.2K - $26.5K
1.15K $26K
FMC
Fmc Corp

Basic Materials
641
New
$33.98 - $44.06 $21.8K - $28.2K
641 $26K
FIVE
Five Below, Inc

Consumer Cyclical
200
New
$55.75 - $131.18 $11.2K - $26.2K
200 $26K
HPQ
Hp Inc

Technology
1.09K
New
$21.88 - $29.32 $23.9K - $32.1K
1.09K $26K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
275
New
$81.46 - $94.63 $22.4K - $26K
275 $26K
IIIV
I3 Verticals, Inc.

Technology
960
New
$22.76 - $27.48 $21.8K - $26.4K
960 $26K
JNPR
Juniper Networks Inc

Technology
108
+ 1.86%
$33.93 - $39.93 $3.66K - $4.31K
5.9K $235K
L
Loews Corp

Financial Services
293
New
$80.89 - $92.09 $23.7K - $27K
293 $26K
MKC
Mccormick & CO Inc

Consumer Defensive
356
New
$71.11 - $82.25 $25.3K - $29.3K
356 $26K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
61
New
$376.48 - $440.65 $23K - $26.9K
61 $26K
WERN
Werner Enterprises Inc

Industrials
973
New
$24.66 - $30.08 $24K - $29.3K
973 $26K
ZM
Zoom Video Communications, Inc.

Technology
344
New
$66.7 - $84.62 $22.9K - $29.1K
344 $26K
CPK
Chesapeake Utilities Corp

Utilities
213
New
$116.0 - $135.5 $24.7K - $28.9K
213 $25K
EVF
Eaton Vance Senior Income Trust

Financial Services
4.48K
New
$5.15 - $5.81 $23.1K - $26K
4.48K $25K
LNTH
Lantheus Holdings, Inc.

Healthcare
317
New
$73.86 - $108.74 $23.4K - $34.5K
317 $25K
MPLX
Mplx LP

Energy
500
New
$46.68 - $53.89 $23.3K - $26.9K
500 $25K
BIIB
Biogen Inc.

Healthcare
200
New
$113.38 - $135.49 $22.7K - $27.1K
200 $25K
DOW
Dow Inc.

Basic Materials
948
New
$25.81 - $34.89 $24.5K - $33.1K
948 $25K
ALC
Alcon Inc

Healthcare
287
New
$82.88 - $98.3 $23.8K - $28.2K
287 $25K
CSL
Carlisle Companies Inc

Industrials
66
New
$317.1 - $408.5 $20.9K - $27K
66 $24K
YOU
Clear Secure, Inc.

Technology
874
New
$23.96 - $27.76 $20.9K - $24.3K
874 $24K
DG
Dollar General Corp

Consumer Defensive
217
New
$86.02 - $114.95 $18.7K - $24.9K
217 $24K
IBP
Installed Building Products, Inc.

Consumer Cyclical
134
New
$153.99 - $182.0 $20.6K - $24.4K
134 $24K
IDU
Ishares Tr U S Utils ETF

ETFs
236
New
$93.98 - $106.11 $22.2K - $25K
236 $24K
MAA
Mid America Apartment Communities Inc.

Real Estate
167
New
$145.91 - $168.0 $24.4K - $28.1K
167 $24K
PCG
Pg&E Corp

Utilities
1.76K
New
$13.55 - $17.87 $23.8K - $31.4K
1.76K $24K
PAYC
Paycom Software, Inc.

Technology
35
+ 2.78%
$193.07 - $265.71 $6.76K - $9.3K
1.3K $299K
PAYO
Payoneer Global Inc.

Technology
3.53K
New
$5.9 - $7.55 $20.8K - $26.7K
3.53K $24K
LUV
Southwest Airlines CO

Industrials
764
New
$24.04 - $34.36 $18.4K - $26.3K
764 $24K
TPL
Texas Pacific Land Corp

Energy
23
New
$1036.28 - $1430.55 $23.8K - $32.9K
23 $24K
WEN
Wendy'S CO

Consumer Cyclical
2.17K
New
$11.11 - $14.72 $24.1K - $31.9K
2.17K $24K
MNST
Monster Beverage Corp

Consumer Defensive
13
+ 0.23%
$55.01 - $64.24 $715 - $835
5.56K $348K
ADC
Agree Realty Corp

Real Estate
328
New
$70.68 - $79.12 $23.2K - $26K
328 $23K
DKNG
Draft Kings Inc.

Consumer Cyclical
546
New
$31.67 - $42.89 $17.3K - $23.4K
546 $23K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
510
New
$43.65 - $45.44 $22.3K - $23.2K
510 $23K
IGRO
Ishares Tr International Divid

ETFs
296
New
$66.32 - $80.17 $19.6K - $23.7K
296 $23K
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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