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
MPW
Medical Properties Trust Inc

Real Estate
703
New
$4.31 - $5.91 $3.03K - $4.15K
703 $3K
NI
Nisource Inc.

Utilities
76
New
$37.11 - $40.64 $2.82K - $3.09K
76 $3K
REXR
Rexford Industrial Realty, Inc.

Real Estate
109
New
$31.57 - $39.41 $3.44K - $4.3K
109 $3K
SWKS
Skyworks Solutions, Inc.

Technology
44
New
$49.2 - $74.95 $2.16K - $3.3K
44 $3K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.67K
+ 2.61%
$12.23 - $15.46 $20.5K - $25.9K
65.9K $995K
TDF
Templeton Dragon Fund Inc

Financial Services
317
New
$8.21 - $10.09 $2.6K - $3.2K
317 $3K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
66
New
$45.2 - $46.6 $2.98K - $3.08K
66 $3K
ZG
Zillow Group, Inc.

Communication Services
55
New
$59.44 - $70.64 $3.27K - $3.89K
55 $3K
FTI
Technip Fmc PLC

Energy
93
New
$23.18 - $35.33 $2.16K - $3.29K
93 $3K
ON
On Semiconductor Corp

Technology
73
New
$31.95 - $54.21 $2.33K - $3.96K
73 $3K
AA
Alcoa Corp

Basic Materials
86
New
$22.57 - $30.84 $1.94K - $2.65K
86 $2K
APA
Apa Corp

Energy
115
New
$14.03 - $21.24 $1.61K - $2.44K
115 $2K
AZEK
Azek CO Inc.

Industrials
44
New
$43.39 - $54.86 $1.91K - $2.41K
44 $2K
BCE
Bce Inc

Communication Services
117
New
$20.87 - $22.95 $2.44K - $2.69K
117 $2K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
257
New
$6.88 - $12.61 $1.77K - $3.24K
257 $2K
CAG
Conagra Brands Inc.

Consumer Defensive
109
New
$20.4 - $26.78 $2.22K - $2.92K
109 $2K
DNLI
Denali Therapeutics Inc.

Healthcare
201
New
$11.47 - $16.65 $2.31K - $3.35K
201 $2K
WTRG
Essential Utilities, Inc.

Utilities
71
New
$36.92 - $41.39 $2.62K - $2.94K
71 $2K
FSS
Federal Signal Corp

Industrials
28
New
$69.23 - $106.42 $1.94K - $2.98K
28 $2K
FHB
First Hawaiian, Inc.

Financial Services
102
New
$21.14 - $24.96 $2.16K - $2.55K
102 $2K
CLOU
Global X Fds Cloud Computing E

ETFs
110
New
$18.31 - $23.55 $2.01K - $2.59K
110 $2K
HIW
Highwoods Properties, Inc.

Real Estate
89
New
$25.31 - $31.85 $2.25K - $2.83K
89 $2K
HST
Host Hotels & Resorts, Inc.

Real Estate
135
New
$12.7 - $16.07 $1.71K - $2.17K
135 $2K
EWK
Ishares Inc Msci Belgium ETF

ETFs
110
New
$18.27 - $22.45 $2.01K - $2.47K
110 $2K
EWL
Ishares Inc Msci Switzerlnd

ETFs
37
New
$47.04 - $56.27 $1.74K - $2.08K
37 $2K
EWW
Ishares Inc Msci Mexico ETF

ETFs
43
New
N/A
43 $2K
EWH
Ishares Msci Hong Kong ETF

ETFs
138
New
$15.2 - $20.06 $2.1K - $2.77K
138 $2K
EWZS
Ishares Msci Brazil Small Cap

ETFs
226
New
$9.92 - $13.26 $2.24K - $3K
226 $2K
MIR
Mirion Technologies, Inc.

Industrials
100
New
$12.7 - $21.71 $1.27K - $2.17K
100 $2K
OLN
Olin Corp

Basic Materials
100
New
$17.96 - $24.7 $1.8K - $2.47K
100 $2K
PPL
Ppl Corp

Utilities
1.42K
+ 6.79%
$33.45 - $36.5 $47.6K - $51.9K
22.4K $758K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
96
New
$19.41 - $28.74 $1.86K - $2.76K
96 $2K
URE
Proshares Ultra Real Estate

ETFs
32
New
$50.99 - $66.16 $1.63K - $2.12K
32 $2K
RCI
Rogers Communications Inc

Communication Services
69
New
$23.54 - $29.66 $1.62K - $2.05K
69 $2K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
34
New
$60.21 - $75.37 $2.05K - $2.56K
34 $2K
XPO
Xpo Logistics, Inc.

Industrials
19
New
$91.46 - $128.1 $1.74K - $2.43K
19 $2K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
82
New
$19.5 - $30.4 $1.6K - $2.49K
82 $2K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
79
New
$28.49 - $33.82 $2.25K - $2.67K
79 $2K
PNR
Pentair PLC

Industrials
25
New
$76.17 - $103.58 $1.9K - $2.59K
25 $2K
SSYS
Stratasys Ltd.

Technology
200
New
$8.72 - $11.47 $1.74K - $2.29K
200 $2K
EWG
Ishares Msci Germany ETF

ETFs
70
New
$33.22 - $42.57 $2.33K - $2.98K
70 $2K
YUM
Yum Brands Inc

Consumer Cyclical
158
+ 6.68%
$138.36 - $161.45 $21.9K - $25.5K
2.52K $374K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
122
New
$15.5 - $20.28 $1.89K - $2.47K
122 $2K
ARKQ
Ark Autonomous Technology & Ro

ETFs
12
New
$58.8 - $89.17 $706 - $1.07K
12 $1K
AIKI
A Ikido Pharma Inc.

Healthcare
352
New
N/A
352 $1K
ALK
Alaska Air Group, Inc.

Industrials
27
New
$41.01 - $54.88 $1.11K - $1.48K
27 $1K
AAL
American Airlines Group Inc.

Industrials
138
New
N/A
138 $1K
AR
Antero Resources Corp

Energy
36
New
$31.92 - $43.78 $1.15K - $1.58K
36 $1K
BNS
Bank Of Nova Scotia

Financial Services
22
New
$44.56 - $55.27 $980 - $1.22K
22 $1K
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
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email