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
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
847
New
$8.39 - $9.19 $7.11K - $7.78K
847 $7K
EXLS
Exl Service Holdings, Inc.

Technology
167
New
$41.85 - $48.48 $6.99K - $8.1K
167 $7K
FCNCA
First Citizens Bancshares Inc

Financial Services
4
New
$1561.69 - $1966.55 $6.25K - $7.87K
4 $7K
SKYY
First Trust Cloud Computing Et

ETFs
60
New
$89.46 - $121.64 $5.37K - $7.3K
60 $7K
HOMB
Home Bancshares Inc

Financial Services
185
+ 1.96%
$25.05 - $29.62 $4.63K - $5.48K
9.61K $273K
JLL
Jones Lang Lasalle Inc

Real Estate
29
New
$204.57 - $256.96 $5.93K - $7.45K
29 $7K
NUVL
Nuvalent, Inc.

Healthcare
100
New
$59.32 - $79.68 $5.93K - $7.97K
100 $7K
OC
Owens Corning

Industrials
58
New
$126.32 - $147.75 $7.33K - $8.57K
58 $7K
RRX
Regal Rexnord Corp

Industrials
55
New
$94.06 - $147.0 $5.17K - $8.09K
55 $7K
SCCO
Southern Copper Corp

Basic Materials
70
New
$75.63 - $104.64 $5.29K - $7.32K
70 $7K
TW
Tradeweb Markets Inc.

Financial Services
50
New
$125.37 - $149.02 $6.27K - $7.45K
50 $7K
TG
Tredegar Corp

Industrials
891
New
$6.61 - $8.83 $5.89K - $7.87K
891 $7K
VSAT
Viasat Inc

Technology
533
New
$7.7 - $14.6 $4.1K - $7.78K
533 $7K
RNR
Renaissancere Holdings LTD

Financial Services
32
New
$220.37 - $253.95 $7.05K - $8.13K
32 $7K
VB
Vanguard Small Cap ETF

ETFs
32
New
$193.73 - $237.37 $6.2K - $7.6K
32 $7K
ABCL
Ab Cellera Biologics Inc.

Healthcare
1.91K
New
$1.93 - $3.8 $3.68K - $7.24K
1.91K $6K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
1.14K
New
$5.17 - $5.91 $5.9K - $6.74K
1.14K $6K
AFG
American Financial Group Inc

Financial Services
50
New
$116.9 - $132.12 $5.85K - $6.61K
50 $6K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
59
New
$107.83 - $119.94 $6.36K - $7.08K
59 $6K
CARR
Carrier Global Corp

Industrials
84
New
$55.55 - $75.83 $4.67K - $6.37K
84 $6K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
655
New
$9.32 - $10.35 $6.1K - $6.78K
655 $6K
CRGY
Crescent Energy CO

Energy
777
New
$7.29 - $11.18 $5.66K - $8.69K
777 $6K
PKG
Packaging Corp Of America

Consumer Cyclical
36
New
$175.97 - $201.36 $6.33K - $7.25K
36 $6K
PCH
Potlatchdeltic Corp

Real Estate
177
New
$37.16 - $44.86 $6.58K - $7.94K
177 $6K
QRVO
Qorvo, Inc.

Technology
78
New
$50.81 - $84.91 $3.96K - $6.62K
78 $6K
TDG
Trans Digm Group Inc

Industrials
4
New
$1231.75 - $1520.64 $4.93K - $6.08K
4 $6K
UEC
Uranium Energy Corp

Energy
920
New
$4.0 - $7.05 $3.68K - $6.49K
920 $6K
VGIT
Vanguard Intermediate Term Tre

ETFs
105
New
$58.63 - $59.9 $6.16K - $6.29K
105 $6K
VNO
Vornado Realty Trust

Real Estate
158
New
$31.74 - $41.27 $5.01K - $6.52K
158 $6K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
500
New
$9.22 - $12.79 $4.61K - $6.4K
500 $6K
EWA
Ishares Msci Australia ETF

ETFs
249
New
$20.82 - $26.71 $5.18K - $6.65K
249 $6K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.05%
$233.83 - $276.34 $234 - $276
1.86K $497K
MDT
Medtronic PLC

Healthcare
551
+ 3.6%
$80.68 - $88.86 $44.5K - $49K
15.8K $1.38M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
119
New
$45.07 - $52.57 $5.36K - $6.26K
119 $5K
AMH
American Homes 4 Rent

Real Estate
151
New
$32.8 - $39.31 $4.95K - $5.94K
151 $5K
AME
Ametek Inc

Industrials
29
New
$151.41 - $182.75 $4.39K - $5.3K
29 $5K
CF
Cf Industries Holdings, Inc.

Basic Materials
59
New
$68.47 - $102.48 $4.04K - $6.05K
59 $5K
CPT
Camden Property Trust

Real Estate
53
New
$106.53 - $122.8 $5.65K - $6.51K
53 $5K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
50
New
$105.72 - $1416.0 $5.29K - $70.8K
50 $5K
ELS
Equity Lifestyle Properties Inc

Real Estate
90
New
$61.46 - $68.02 $5.53K - $6.12K
90 $5K
FSLR
First Solar, Inc.

Technology
35
New
$120.38 - $192.98 $4.21K - $6.75K
35 $5K
GMAB
Genmab A/S

Healthcare
280
New
$17.98 - $23.09 $5.03K - $6.47K
280 $5K
PBW
Invesco Exchange Traded Fd Tr

ETFs
260
New
$13.42 - $20.22 $3.49K - $5.26K
260 $5K
IGF
Ishares Global Infrastructure

ETFs
98
New
$50.55 - $59.83 $4.95K - $5.86K
98 $5K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
103
New
$40.95 - $57.85 $4.22K - $5.96K
103 $5K
LYV
Live Nation Entertainment, Inc.

Communication Services
38
New
$118.81 - $151.28 $4.51K - $5.75K
38 $5K
NTRS
Northern Trust Corp

Financial Services
46
New
$84.45 - $126.79 $3.88K - $5.83K
46 $5K
PSA
Public Storage

Real Estate
19
New
$266.31 - $309.77 $5.06K - $5.89K
19 $5K
REG
Regency Centers Corp

Real Estate
80
New
$65.48 - $74.74 $5.24K - $5.98K
80 $5K
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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