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
LHX
L3 Harris Technologies, Inc.

Industrials
2.32K
New
$200.21 - $256.99 $464K - $596K
2.32K $581K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.69K
New
N/A
6.69K $574K
IWM
Ishares Russell 2000 ETF

ETFs
1.06K
+ 5.17%
$174.82 - $215.79 $185K - $229K
21.6K $4.66M
RDVY
First Trust Rising Dividend Ac

ETFs
4.85K
+ 8.0%
$51.6 - $62.74 $250K - $304K
65.5K $4.11M
FLEX
Flex Ltd.

Technology
133
+ 0.42%
$26.68 - $50.09 $3.55K - $6.66K
31.7K $1.58M
KT
Kt Corp

Communication Services
23.5K
+ 147.53%
$16.71 - $20.78 $392K - $488K
39.4K $818K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 1.67%
$4164.15 - $5789.24 $29.1K - $40.5K
426 $2.47M
NET
Cloudflare, Inc.

Technology
1.64K
+ 67.18%
$97.08 - $195.83 $160K - $322K
4.09K $801K
MCHP
Microchip Technology Inc

Technology
5.09K
+ 73.69%
$35.34 - $71.6 $180K - $365K
12K $844K
PINS
Pinterest, Inc.

Communication Services
12.9K
+ 180.5%
$24.21 - $35.95 $313K - $464K
20.1K $719K
ETR
Entergy Corp

Utilities
5.81K
New
$79.01 - $86.61 $459K - $503K
5.81K $483K
ING
Ing Groep Nv

Financial Services
18.8K
+ 66.49%
$16.62 - $21.98 $312K - $413K
47K $1.03M
FICO
Fair Isaac Corp

Technology
258
New
$1503.62 - $2206.01 $388K - $569K
258 $471K
MLM
Martin Marietta Materials Inc

Basic Materials
843
New
$452.51 - $568.19 $381K - $479K
843 $462K
COIN
Coinbase Global, Inc.

Technology
119
+ 5.05%
$151.47 - $375.07 $18K - $44.6K
2.48K $868K
FAST
Fastenal CO

Industrials
18.6K
+ 198.94%
$40.65 - $83.16 $756K - $1.55M
27.9K $1.17M
OUNZ
Van Eck Merk Gold Trust

ETFs
13.9K
New
$28.68 - $33.09 $400K - $461K
13.9K $444K
ERIC
Ericsson Lm Telephone CO

Technology
46.5K
+ 78.32%
$6.77 - $8.86 $315K - $412K
106K $897K
PLTR
Palantir Technologies Inc.

Technology
3.09K
New
$74.01 - $144.25 $229K - $446K
3.09K $421K
JHX
James Hardie Industries PLC

Basic Materials
15.6K
New
$20.27 - $27.59 $317K - $431K
15.6K $419K
GLD
Spdr Gold Trust

ETFs
186
+ 0.86%
$273.71 - $316.29 $50.9K - $58.8K
21.7K $6.62M
VLUE
Ishares Msci Usa Value Factor

ETFs
3.67K
New
$93.5 - $113.21 $343K - $416K
3.67K $415K
MNDY
Monday.Com Ltd.

Technology
95
+ 1.81%
$217.77 - $314.48 $20.7K - $29.9K
5.34K $1.68M
DAL
Delta Air Lines, Inc.

Industrials
3.69K
+ 9.53%
$35.88 - $52.99 $133K - $196K
42.4K $2.09M
SMTC
Semtech Corp

Technology
8.73K
New
$24.34 - $45.62 $212K - $398K
8.73K $394K
KLAC
Kla Corp

Technology
31
+ 1.86%
$576.53 - $902.94 $17.9K - $28K
1.7K $1.52M
NKE
Nike, Inc.

Consumer Cyclical
807
+ 1.85%
$53.27 - $72.04 $43K - $58.1K
44.4K $3.16M
WING
Wingstop Inc.

Consumer Cyclical
1.12K
New
$210.24 - $381.46 $235K - $427K
1.12K $376K
CWST
Casella Waste Systems Inc

Industrials
3.25K
New
$103.78 - $120.37 $338K - $392K
3.25K $375K
HUBB
Hubbell Inc

Industrials
757
+ 121.31%
$315.94 - $408.41 $239K - $309K
1.38K $564K
MBB
Ishares Tr

ETFs
3.76K
+ 18.28%
$91.41 - $94.22 $344K - $354K
24.3K $2.28M
NEM
Newmont Corp

Basic Materials
5.99K
New
$44.18 - $59.46 $265K - $356K
5.99K $348K
AVAV
Aero Vironment Inc

Industrials
1.2K
New
$111.65 - $284.95 $134K - $341K
1.2K $341K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.17K
+ 2.77%
$41.45 - $54.46 $48.5K - $63.7K
43.4K $2.26M
NU
Nu Holdings Ltd.

Financial Services
420
+ 0.46%
$9.6 - $13.72 $4.03K - $5.76K
92.7K $1.27M
UBER
Uber Technologies, Inc

Technology
185
+ 1.28%
$64.62 - $93.3 $12K - $17.3K
14.7K $1.37M
CTRE
Care Trust Reit, Inc.

Real Estate
10.2K
New
$26.65 - $30.69 $271K - $312K
10.2K $311K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.68K
+ 39.65%
$63.54 - $68.5 $298K - $321K
16.5K $1.11M
RS
Reliance Steel & Aluminum CO

Basic Materials
976
New
$262.08 - $316.81 $256K - $309K
976 $306K
HEI
Heico Corp

Industrials
925
New
$236.44 - $328.0 $219K - $303K
925 $303K
T
At&T Inc.

Communication Services
9.93K
+ 42.64%
$26.33 - $28.94 $261K - $287K
33.2K $960K
EFA
Ishares Tr Msci Eafe ETF

ETFs
5
+ 0.01%
$72.96 - $90.39 $365 - $452
38.9K $3.48M
EOG
Eog Resources Inc

Energy
3.08K
+ 37.85%
$104.61 - $129.97 $322K - $400K
11.2K $1.34M
AXP
American Express CO

Financial Services
270
+ 6.49%
$231.39 - $318.98 $62.5K - $86.1K
4.43K $1.41M
TGT
Target Corp

Consumer Defensive
4.67K
+ 16.0%
$88.76 - $105.77 $415K - $494K
33.9K $3.34M
ZTS
Zoetis Inc.

Healthcare
2.11K
+ 47.46%
$144.41 - $170.3 $304K - $359K
6.54K $1.02M
LPLA
Lpl Financial Holdings Inc.

Financial Services
382
+ 12.85%
$283.31 - $388.96 $108K - $149K
3.36K $1.26M
AMD
Advanced Micro Devices Inc

Technology
2.01K
New
$78.21 - $143.81 $157K - $288K
2.01K $284K
UMBF
Umb Financial Corp

Financial Services
2.68K
New
$86.4 - $107.99 $232K - $290K
2.68K $282K
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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