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
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.3K
New
$10.8 - $16.92 $14K - $21.9K
1.3K $17K
GFI
Gold Fields LTD

Basic Materials
692
New
$19.94 - $25.71 $13.8K - $17.8K
692 $16K
MP
Mp Materials Corp.

Basic Materials
494
New
$18.77 - $37.74 $9.27K - $18.6K
494 $16K
PII
Polaris Inc.

Consumer Cyclical
407
New
$31.97 - $42.61 $13K - $17.3K
407 $16K
SRLN
Ssga Active Trust

ETFs
255
+ 2.48%
$39.47 - $41.59 $10.1K - $10.6K
10.5K $438K
TWLO
Twilio Inc

Communication Services
132
New
$81.34 - $124.36 $10.7K - $16.4K
132 $16K
VIRT
Virtu Financial, Inc.

Financial Services
363
New
$32.82 - $44.79 $11.9K - $16.3K
363 $16K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
192
New
$70.44 - $86.87 $13.5K - $16.7K
192 $16K
ALV
Autoliv Inc

Consumer Cyclical
135
New
$76.77 - $113.1 $10.4K - $15.3K
135 $15K
AVB
Avalonbay Communities Inc

Real Estate
78
New
$187.23 - $215.61 $14.6K - $16.8K
78 $15K
DTM
Dt Midstream, Inc.

Energy
144
New
$87.23 - $109.91 $12.6K - $15.8K
144 $15K
STLD
Steel Dynamics Inc

Basic Materials
157
New
N/A
157 $15K
TOL
Toll Brothers, Inc.

Consumer Cyclical
136
New
$90.5 - $114.3 $12.3K - $15.5K
136 $15K
VBK
Vanguard Small Cap Growth ETF

ETFs
55
New
$219.76 - $276.94 $12.1K - $15.2K
55 $15K
CMS
Cms Energy Corp

Utilities
216
New
$68.57 - $75.51 $14.8K - $16.3K
216 $14K
EWBC
East West Bancorp Inc

Financial Services
143
New
$71.03 - $101.75 $10.2K - $14.6K
143 $14K
FHN
First Horizon Corp

Financial Services
693
New
$16.21 - $21.2 $11.2K - $14.7K
693 $14K
KIM
Kimco Realty Corp

Real Estate
711
New
$18.7 - $21.69 $13.3K - $15.4K
711 $14K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
1.21K
New
N/A
1.21K $14K
PFBC
Preferred Bank

Financial Services
58
+ 1.73%
$75.32 - $87.67 $4.37K - $5.08K
3.42K $295K
TXT
Textron Inc

Industrials
184
New
$60.72 - $80.34 $11.2K - $14.8K
184 $14K
VFC
V F Corp

Consumer Cyclical
1.27K
New
$9.74 - $16.39 $12.4K - $20.8K
1.27K $14K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
158
New
$90.21 - $112.66 $14.3K - $17.8K
158 $14K
CRSP
Crispr Therapeutics Ag

Healthcare
300
New
$31.27 - $48.64 $9.38K - $14.6K
300 $14K
GM
General Motors CO

Consumer Cyclical
294
New
$42.48 - $50.46 $12.5K - $14.8K
294 $14K
LNT
Alliant Energy Corp

Utilities
229
New
$58.79 - $64.85 $13.5K - $14.9K
229 $13K
AMOT
Allied Motion Technologies Inc

Technology
500
New
N/A
500 $13K
AEE
Ameren Corp

Utilities
142
New
$94.23 - $101.68 $13.4K - $14.4K
142 $13K
CE
Celanese Corp

Basic Materials
244
New
$37.49 - $59.36 $9.15K - $14.5K
244 $13K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
250
New
$46.92 - $55.01 $11.7K - $13.8K
250 $13K
INVH
Invitation Homes Inc.

Real Estate
420
New
$30.53 - $35.47 $12.8K - $14.9K
420 $13K
OKTA
Okta, Inc.

Technology
137
New
$91.24 - $127.3 $12.5K - $17.4K
137 $13K
ODFL
Old Dominion Freight Line, Inc.

Industrials
195
+ 3.43%
$146.74 - $176.07 $28.6K - $34.3K
5.88K $954K
UGI
Ugi Corp

Utilities
369
New
$30.18 - $36.59 $11.1K - $13.5K
369 $13K
IEF
Ishares Barclays

ETFs
142
New
$93.15 - $96.56 $13.2K - $13.7K
142 $13K
PATH
Ui Path, Inc.

Technology
1.05K
New
$9.79 - $13.31 $10.3K - $14K
1.05K $13K
AFRM
Affirm Holdings, Inc.

Technology
182
New
$35.75 - $69.14 $6.51K - $12.6K
182 $12K
CBOE
Cboe Global Markets, Inc.

Financial Services
9
+ 0.67%
$205.81 - $234.23 $1.85K - $2.11K
1.35K $315K
CELC
Celcuity Inc.

Healthcare
904
New
$8.21 - $13.35 $7.42K - $12.1K
904 $12K
EPD
Enterprise Products Partners L.P.

Energy
396
New
$28.95 - $34.22 $11.5K - $13.6K
396 $12K
FDS
Factset Research Systems Inc

Financial Services
27
New
$398.85 - $473.32 $10.8K - $12.8K
27 $12K
PODD
Insulet Corp

Healthcare
39
New
$238.57 - $327.47 $9.3K - $12.8K
39 $12K
AOK
Ishares Tr Core Conservative A

ETFs
332
New
$36.09 - $39.07 $12K - $13K
332 $12K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
925
New
$10.79 - $14.14 $9.98K - $13.1K
925 $12K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
161
New
$77.74 - $78.78 $12.5K - $12.7K
161 $12K
WAT
Waters Corp

Healthcare
99
+ 8.79%
$307.71 - $366.67 $30.5K - $36.3K
1.23K $427K
ESTA
Establishment Labs Holdings Inc.

Healthcare
64
+ 1.26%
$27.31 - $42.71 $1.75K - $2.73K
5.13K $218K
IVZ
Invesco Ltd.

Financial Services
788
New
$12.14 - $15.77 $9.57K - $12.4K
788 $12K
BVN
Buenaventura Mining CO Inc

Basic Materials
777
New
$12.94 - $16.96 $10.1K - $13.2K
777 $12K
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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