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
K
Kellogg CO

Consumer Defensive
294
New
$77.85 - $82.88 $22.9K - $24.4K
294 $23K
WHR
Whirlpool Corp

Consumer Cyclical
229
New
$75.71 - $101.42 $17.3K - $23.2K
229 $23K
DD
Du Pont De Nemours, Inc.

Basic Materials
341
New
$55.13 - $75.25 $18.8K - $25.7K
341 $23K
BURL
Burlington Stores, Inc.

Consumer Cyclical
144
+ 7.49%
$215.78 - $270.12 $31.1K - $38.9K
2.07K $480K
EQR
Equity Residential

Real Estate
329
New
$61.82 - $71.72 $20.3K - $23.6K
329 $22K
EXAS
Exact Sciences Corp

Healthcare
425
New
$40.31 - $58.08 $17.1K - $24.7K
425 $22K
HUN
Huntsman Corp

Basic Materials
2.2K
New
$10.28 - $15.52 $22.6K - $34.1K
2.2K $22K
ICE
Intercontinental Exchange, Inc.

Financial Services
20
+ 1.21%
$151.62 - $183.47 $3.03K - $3.67K
1.67K $306K
MVBF
Mvb Financial Corp

Financial Services
1K
New
$15.72 - $22.53 $15.7K - $22.5K
1K $22K
RGEN
Repligen Corp

Healthcare
179
New
$108.89 - $145.23 $19.5K - $26K
179 $22K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
2.53K
New
$6.26 - $9.51 $15.8K - $24.1K
2.53K $21K
CWEN
Clearway Energy, Inc.

Utilities
682
New
$26.74 - $32.22 $18.2K - $22K
682 $21K
CMC
Commercial Metals CO

Basic Materials
108
+ 2.0%
$39.2 - $50.67 $4.23K - $5.47K
5.51K $269K
SUB
Ishares Short Term National Mu

ETFs
203
New
$104.77 - $106.34 $21.3K - $21.6K
203 $21K
ITUB
Itau Unibanco Holding S.A.

Financial Services
332
+ 2.3%
$5.24 - $6.81 $1.74K - $2.26K
14.8K $100K
WPC
W. P. Carey Inc.

Real Estate
348
New
$56.12 - $64.53 $19.5K - $22.5K
348 $21K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
313
New
$60.29 - $71.77 $18.9K - $22.5K
313 $21K
LOGI
Logitech International S.A.

Technology
68
+ 2.56%
$65.57 - $90.16 $4.46K - $6.13K
2.72K $245K
PKI
Perkinelmer Inc

Healthcare
178
New
N/A
178 $21K
DTE
Dte Energy CO

Utilities
152
New
$127.39 - $139.49 $19.4K - $21.2K
152 $20K
DOCU
Docusign, Inc.

Technology
269
New
$70.35 - $93.84 $18.9K - $25.2K
269 $20K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
2.33K
New
$7.19 - $8.75 $16.8K - $20.4K
2.33K $20K
EXPE
Expedia Group, Inc.

Consumer Cyclical
124
New
$136.63 - $176.62 $16.9K - $21.9K
124 $20K
EUSB
Ishares Tr Esg Advanced Total

Technology
468
New
$42.54 - $43.56 $19.9K - $20.4K
468 $20K
TGTX
Tg Therapeutics, Inc.

Healthcare
570
New
$33.37 - $45.51 $19K - $25.9K
570 $20K
PCVX
Vaxcyte, Inc.

Healthcare
639
New
$28.04 - $37.2 $17.9K - $23.8K
639 $20K
IT
Gartner Inc

Technology
49
New
$377.5 - $449.52 $18.5K - $22K
49 $19K
JBHT
Hunt J B Transport Services Inc

Industrials
138
New
$124.73 - $152.78 $17.2K - $21.1K
138 $19K
IVT
Inven Trust Properties Corp.

Real Estate
721
New
$25.97 - $29.73 $18.7K - $21.4K
721 $19K
NGD
New Gold Inc.

Basic Materials
3.94K
New
$2.98 - $4.95 $11.8K - $19.5K
3.94K $19K
PDFS
Pdf Solutions Inc

Technology
928
New
$16.41 - $21.44 $15.2K - $19.9K
928 $19K
RGLD
Royal Gold Inc

Basic Materials
112
New
$155.48 - $186.71 $17.4K - $20.9K
112 $19K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
278
New
$55.54 - $69.09 $15.4K - $19.2K
278 $19K
VECO
Veeco Instruments Inc

Technology
940
New
$17.35 - $21.81 $16.3K - $20.5K
940 $19K
DHR
Danaher Corp

Healthcare
98
New
$174.64 - $205.16 $17.1K - $20.1K
98 $19K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
1.2K
New
$9.99 - $16.97 $12K - $20.4K
1.2K $18K
EVRG
Evergy, Inc.

Utilities
275
New
$64.06 - $69.64 $17.6K - $19.2K
275 $18K
GPN
Global Payments Inc

Industrials
229
New
$67.47 - $99.6 $15.5K - $22.8K
229 $18K
WSO
Watsco Inc

Industrials
41
New
$421.84 - $520.66 $17.3K - $21.3K
41 $18K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
228
New
$67.03 - $80.35 $15.3K - $18.3K
228 $18K
CI
Cigna Corp

Healthcare
53
New
$301.89 - $340.04 $16K - $18K
53 $17K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
1.05K
New
$11.68 - $19.18 $12.2K - $20K
1.05K $17K
IAS
Integral Ad Science Holding Corp.

Communication Services
2.07K
New
$6.38 - $8.33 $13.2K - $17.3K
2.07K $17K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
271
New
$52.22 - $73.66 $14.2K - $20K
271 $17K
PCAR
Paccar Inc

Industrials
185
New
$86.4 - $99.09 $16K - $18.3K
185 $17K
SAND
Sandstorm Gold LTD

Basic Materials
1.83K
New
$6.82 - $9.53 $12.5K - $17.5K
1.83K $17K
SONY
Sony Group Corp

Technology
660
New
$21.24 - $26.88 $14K - $17.7K
660 $17K
UCTT
Ultra Clean Holdings, Inc.

Technology
793
New
$17.84 - $22.81 $14.1K - $18.1K
793 $17K
KD
Kyndryl Holdings, Inc.

Technology
427
New
$27.77 - $41.96 $11.9K - $17.9K
427 $17K
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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