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
RWO
Spdr Dow Jones Global Real Est

ETFs
131
New
$38.85 - $45.0 $5.09K - $5.9K
131 $5K
S
Sentinel One, Inc.

Technology
249
+ 2.0%
$16.17 - $20.34 $4.03K - $5.06K
12.7K $231K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
149
+ 2.06%
$28.96 - $32.46 $4.32K - $4.84K
7.38K $235K
TM
Toyota Motor Corp

Consumer Cyclical
30
New
$158.63 - $195.39 $4.76K - $5.86K
30 $5K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
388
New
$10.67 - $15.71 $4.14K - $6.1K
388 $5K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
500
New
$10.59 - $11.48 $5.3K - $5.74K
500 $5K
G
Genpact LTD

Technology
134
New
$40.65 - $50.56 $5.45K - $6.78K
134 $5K
CNHI
Cnh Industrial N.V.

Industrials
492
New
N/A
492 $5K
EWP
Ishares Inc Msci Spain ETF

ETFs
122
New
$34.15 - $44.03 $4.17K - $5.37K
122 $5K
KNSL
Kinsale Capital Group, Inc.

Financial Services
13
+ 1.79%
$419.99 - $501.97 $5.46K - $6.53K
738 $357K
SCHP
Schwab Strategic Us Tips ETF

ETFs
220
New
$26.18 - $26.93 $5.76K - $5.92K
220 $5K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
41
New
$99.46 - $129.39 $4.08K - $5.3K
41 $4K
ATO
Atmos Energy Corp

Utilities
27
New
$145.06 - $162.66 $3.92K - $4.39K
27 $4K
COLB
Columbia Banking System, Inc.

Financial Services
176
New
$20.71 - $25.63 $3.64K - $4.51K
176 $4K
EQH
Equitable Holdings, Inc.

Financial Services
74
New
$43.98 - $56.1 $3.25K - $4.15K
74 $4K
ESAB
Esab Corp

Industrials
34
New
$104.48 - $130.25 $3.55K - $4.43K
34 $4K
BOTZ
Global X Fds

ETFs
135
New
$24.51 - $32.65 $3.31K - $4.41K
135 $4K
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
62
New
$59.06 - $65.21 $3.66K - $4.04K
62 $4K
FXE
Invesco Currency Shares Euro Trust

ETFs
42
New
$99.56 - $108.79 $4.18K - $4.57K
42 $4K
EWJ
Ishares Msci Japan ETF

ETFs
56
New
$61.32 - $75.28 $3.43K - $4.22K
56 $4K
LNC
Lincoln National Corp

Financial Services
131
New
$28.95 - $37.27 $3.79K - $4.88K
131 $4K
NOV
Nov Inc.

Energy
329
New
$11.11 - $15.41 $3.66K - $5.07K
329 $4K
OXY
Occidental Petroleum Corp

Energy
107
New
$36.11 - $49.33 $3.86K - $5.28K
107 $4K
OMI
Owens & Minor Inc

Healthcare
485
New
$6.35 - $9.16 $3.08K - $4.44K
485 $4K
ROLL
Rbc Bearings Inc

Industrials
20
New
N/A
20 $4K
SAIC
Science Applications International Corp

Technology
36
New
$100.22 - $123.41 $3.61K - $4.44K
36 $4K
UNM
Unum Group

Financial Services
52
New
$70.48 - $82.91 $3.66K - $4.31K
52 $4K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
177
New
$23.19 - $25.35 $4.1K - $4.49K
177 $4K
VTRS
Viatris Inc

Healthcare
513
New
$7.26 - $9.12 $3.72K - $4.68K
513 $4K
WBS
Webster Financial Corp

Financial Services
82
New
$41.76 - $54.91 $3.42K - $4.5K
82 $4K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
100
New
$41.37 - $53.28 $4.14K - $5.33K
100 $4K
ARKG
Ark Genomic Revolution ETF (De

ETFs
150
New
$18.34 - $24.56 $2.75K - $3.68K
150 $3K
ACHR
Archer Aviation Inc.

Industrials
287
New
$6.2 - $13.3 $1.78K - $3.82K
287 $3K
BANC
Banc Of California, Inc.

Financial Services
258
New
$12.06 - $14.62 $3.11K - $3.77K
258 $3K
CG
Carlyle Group Inc.

Financial Services
65
New
$34.78 - $51.4 $2.26K - $3.34K
65 $3K
CMA
Comerica Inc

Financial Services
53
New
$50.42 - $59.65 $2.67K - $3.16K
53 $3K
CYRX
Cryoport, Inc.

Industrials
519
New
$4.95 - $7.46 $2.57K - $3.87K
519 $3K
FDX
Fedex Corp

Industrials
14
New
$198.07 - $245.17 $2.77K - $3.43K
14 $3K
GME
Game Stop Corp.

Consumer Cyclical
129
New
$21.1 - $35.01 $2.72K - $4.52K
129 $3K
GGG
Graco Inc

Industrials
39
New
$74.02 - $87.26 $2.89K - $3.4K
39 $3K
DVY
Ishares Tr

ETFs
30
New
$118.37 - $134.86 $3.55K - $4.05K
30 $3K
IBB
Ishares Biotechnology ETF

ETFs
24
New
$112.02 - $129.0 $2.69K - $3.1K
24 $3K
IYJ
Ishares Tr

ETFs
24
New
$115.07 - $142.31 $2.76K - $3.42K
24 $3K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
61
New
$50.1 - $51.02 $3.06K - $3.11K
61 $3K
EWS
Ishares Inc Msci Singapore ETF

ETFs
134
New
$20.22 - $26.35 $2.71K - $3.53K
134 $3K
EWI
Ishares Inc Msci Italy ETF

ETFs
63
New
$36.6 - $48.32 $2.31K - $3.04K
63 $3K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
70
New
$42.95 - $53.21 $3.01K - $3.72K
70 $3K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
81
New
$35.3 - $37.51 $2.86K - $3.04K
81 $3K
LFUS
Littelfuse Inc

Technology
17
New
$149.72 - $227.31 $2.55K - $3.86K
17 $3K
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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