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
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.06%
$166.82 - $194.23 $167 - $194
1.56K $302K
LBRDK
Liberty Broadband Corp

Communication Services
129
New
$73.65 - $101.29 $9.5K - $13.1K
129 $12K
WHD
Cactus, Inc.

Energy
265
New
$35.05 - $47.38 $9.29K - $12.6K
265 $11K
CYTK
Cytokinetics Inc

Healthcare
337
New
$29.84 - $42.92 $10.1K - $14.5K
337 $11K
DUOL
Duolingo, Inc.

Technology
29
New
$292.88 - $540.68 $8.49K - $15.7K
29 $11K
HLN
Haleon PLC

Healthcare
1.13K
New
$9.27 - $11.41 $10.5K - $12.9K
1.13K $11K
SU
Suncor Energy Inc

Energy
300
New
$31.54 - $41.04 $9.46K - $12.3K
300 $11K
VXF
Vanguard Extended Market ETF

ETFs
62
New
$150.43 - $192.71 $9.33K - $11.9K
62 $11K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
450
New
$20.6 - $29.93 $9.27K - $13.5K
450 $10K
AIG
American International Group, Inc.

Financial Services
125
New
$77.56 - $87.72 $9.7K - $11K
125 $10K
GL
Globe Life Inc.

Financial Services
88
New
$113.29 - $133.09 $9.97K - $11.7K
88 $10K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
316
New
$29.44 - $33.91 $9.3K - $10.7K
316 $10K
HUBS
Hubspot Inc

Technology
18
New
$487.07 - $672.24 $8.77K - $12.1K
18 $10K
JPIB
Jpmorgan International Bond Op

ETFs
213
New
$47.18 - $48.62 $10K - $10.4K
213 $10K
PZZA
Papa Johns International Inc

Consumer Cyclical
215
New
$30.45 - $51.79 $6.55K - $11.1K
215 $10K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
452
New
$19.1 - $23.83 $8.63K - $10.8K
452 $10K
WDC
Western Digital Corp

Technology
163
New
$30.54 - $63.99 $4.98K - $10.4K
163 $10K
BAX
Baxter International Inc

Healthcare
358
New
$27.8 - $34.02 $9.95K - $12.2K
358 $10K
AAP
Advance Auto Parts Inc

Consumer Cyclical
200
New
$30.31 - $53.25 $6.06K - $10.7K
200 $9K
BANR
Banner Corp

Financial Services
107
+ 1.93%
$56.51 - $65.42 $6.05K - $7K
5.64K $361K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
172
New
$54.08 - $68.32 $9.3K - $11.8K
172 $9K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
200
New
$44.68 - $45.96 $8.94K - $9.19K
200 $9K
FCX
Freeport Mcmoran Inc

Basic Materials
213
New
$29.15 - $44.46 $6.21K - $9.47K
213 $9K
HPE
Hewlett Packard Enterprise CO

Technology
473
New
$12.51 - $20.45 $5.92K - $9.67K
473 $9K
IR
Ingersoll Rand Inc.

Industrials
110
New
$66.75 - $84.94 $7.34K - $9.34K
110 $9K
NTNX
Nutanix, Inc.

Technology
127
New
$58.17 - $83.07 $7.39K - $10.5K
127 $9K
ORI
Old Republic International Corp

Financial Services
247
New
$35.25 - $39.79 $8.71K - $9.83K
247 $9K
PR
Permian Resources Corporation

Energy
686
New
$10.36 - $14.93 $7.11K - $10.2K
686 $9K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
63
New
$139.81 - $165.8 $8.81K - $10.4K
63 $9K
SWK
Stanley Black & Decker, Inc.

Industrials
138
New
$55.86 - $76.98 $7.71K - $10.6K
138 $9K
TOST
Toast, Inc.

Technology
208
New
$30.03 - $45.23 $6.25K - $9.41K
208 $9K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
187
New
$48.13 - $49.85 $9K - $9.32K
187 $9K
WPM
Wheaton Precious Metals Corp.

Basic Materials
109
New
$70.56 - $92.75 $7.69K - $10.1K
109 $9K
CLF
Cleveland Cliffs Inc.

Basic Materials
1.22K
New
$5.83 - $8.88 $7.1K - $10.8K
1.22K $9K
AMGN
Amgen Inc

Healthcare
113
+ 15.19%
$262.28 - $309.85 $29.6K - $35K
857 $239K
ANSS
Ansys Inc

Technology
25
New
$284.19 - $351.22 $7.1K - $8.78K
25 $8K
KMX
Carmax Inc

Consumer Cyclical
133
New
$62.27 - $82.77 $8.28K - $11K
133 $8K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
333
New
$18.53 - $24.21 $6.17K - $8.06K
333 $8K
KHC
Kraft Heinz CO

Consumer Defensive
348
New
$25.61 - $30.81 $8.91K - $10.7K
348 $8K
LPX
Louisiana Pacific Corp

Industrials
97
New
$81.16 - $95.48 $7.87K - $9.26K
97 $8K
LUMN
Lumen Technologies, Inc.

Communication Services
2K
New
$3.07 - $4.51 $6.14K - $9.02K
2K $8K
PNW
Pinnacle West Capital Corp

Utilities
92
New
$88.3 - $95.43 $8.12K - $8.78K
92 $8K
RCII
Rent A Center Inc De

Industrials
333
New
N/A
333 $8K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
472
New
$17.1 - $63.66 $8.07K - $30K
472 $8K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
890
New
$8.72 - $10.05 $7.76K - $8.94K
890 $8K
AGNC
Agnc Investment Corp.

Real Estate
870
New
$8.12 - $9.49 $7.06K - $8.26K
870 $7K
BBY
Best Buy CO Inc

Consumer Cyclical
111
New
$56.17 - $75.73 $6.23K - $8.41K
111 $7K
BXP
Boston Properties Inc

Real Estate
107
New
$56.86 - $74.12 $6.08K - $7.93K
107 $7K
CUZ
Cousins Properties Inc

Real Estate
243
New
$25.15 - $30.53 $6.11K - $7.42K
243 $7K
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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