Mount Yale Investment Advisors, LLC Purchases in Q1 2025

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DDOG
Datadog, Inc.

Technology
3.95K
New
$98.68 - $151.89 $390K - $600K
3.95K $392K
MA
Mastercard Inc

Financial Services
537
+ 12.8%
$504.67 - $576.31 $271K - $309K
4.73K $2.59M
WFC
Wells Fargo & Company

Financial Services
4.64K
+ 16.25%
$66.78 - $81.42 $310K - $378K
33.2K $2.38M
FLEX
Flex Ltd.

Technology
13.7K
+ 77.18%
$32.92 - $44.46 $452K - $611K
31.5K $1.04M
KGC
Kinross Gold Corp

Basic Materials
18.5K
+ 49.23%
$9.69 - $12.61 $179K - $233K
56.1K $707K
EQNR
Equinor Asa

Energy
12.4K
+ 119.78%
$22.37 - $26.45 $276K - $327K
22.7K $599K
OKE
Oneok Inc

Energy
3.51K
New
$89.57 - $109.85 $314K - $385K
3.51K $347K
IAU
Ishares Gold Trust

ETFs
4.69K
+ 75.33%
$49.74 - $58.96 $233K - $277K
10.9K $644K
EOG
Eog Resources Inc

Energy
2.29K
+ 39.29%
$120.54 - $138.05 $276K - $316K
8.13K $1.04M
SNY
Sanofi

Healthcare
2.45K
+ 9.88%
$48.15 - $59.42 $118K - $146K
27.3K $1.51M
MELI
Mercadolibre Inc

Consumer Cyclical
38
+ 3.95%
$1739.0 - $2260.0 $66.1K - $85.9K
999 $1.95M
NVS
Novartis Ag

Healthcare
58
+ 0.27%
$97.14 - $115.57 $5.63K - $6.7K
21.2K $2.36M
DLTR
Dollar Tree, Inc.

Consumer Defensive
4.04K
New
$61.92 - $76.95 $250K - $311K
4.04K $303K
WMB
Williams Companies, Inc.

Energy
2.72K
+ 11.41%
$54.02 - $61.09 $147K - $166K
26.5K $1.58M
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.48K
New
$29.82 - $30.1 $283K - $285K
9.48K $285K
DGX
Quest Diagnostics Inc

Healthcare
2.04K
New
N/A
2.04K $279K
NET
Cloudflare, Inc.

Technology
2.45K
New
$110.71 - $176.5 $271K - $432K
2.45K $275K
KEX
Kirby Corp

Industrials
2.7K
New
$95.1 - $112.81 $257K - $305K
2.7K $272K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
101
+ 21.0%
$1187.71 - $1432.58 $120K - $145K
582 $833K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.89K
+ 8.91%
$168.16 - $186.21 $486K - $539K
35.4K $6.04M
GPC
Genuine Parts CO

Consumer Cyclical
2.12K
+ 74.11%
$115.91 - $129.02 $246K - $274K
4.99K $594K
BA
Boeing CO

Industrials
1.67K
+ 43.06%
$148.15 - $186.25 $248K - $312K
5.56K $947K
ONON
On Holding Ag

Consumer Cyclical
5.7K
New
$43.92 - $63.62 $250K - $362K
5.7K $250K
CVLT
Commvault Systems Inc

Technology
1.54K
New
$146.82 - $187.9 $226K - $289K
1.54K $242K
SIG
Signet Jewelers LTD

Consumer Cyclical
4.1K
New
$46.42 - $78.03 $190K - $320K
4.1K $238K
DUK
Duke Energy Corp

Utilities
498
+ 4.16%
$105.87 - $121.97 $52.7K - $60.7K
12.5K $1.52M
PPL
Ppl Corp

Utilities
4.73K
+ 29.12%
$31.68 - $36.11 $150K - $171K
21K $756K
WM
Waste Management Inc

Industrials
781
+ 50.68%
$200.54 - $233.78 $157K - $183K
2.32K $537K
S
Sentinel One, Inc.

Technology
12.4K
New
$18.17 - $24.97 $226K - $311K
12.4K $226K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
866
New
$246.3 - $299.62 $213K - $259K
866 $226K
LOGI
Logitech International S.A.

Technology
2.66K
New
$81.64 - $105.06 $217K - $279K
2.66K $224K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.78K
+ 19.16%
$56.51 - $62.98 $157K - $175K
17.3K $1.06M
KRYS
Krystal Biotech, Inc.

Healthcare
1.24K
New
$142.64 - $194.44 $177K - $241K
1.24K $223K
PINS
Pinterest, Inc.

Communication Services
7.16K
New
$29.79 - $40.0 $213K - $286K
7.16K $221K
TYL
Tyler Technologies Inc

Technology
380
New
$553.41 - $646.74 $210K - $246K
380 $220K
TROX
Tronox Holdings PLC

Basic Materials
30.9K
New
$6.82 - $10.37 $211K - $321K
30.9K $217K
BDX
Becton Dickinson & CO

Healthcare
911
+ 30.01%
$222.79 - $249.08 $203K - $227K
3.95K $904K
THG
Hanover Insurance Group, Inc.

Financial Services
1.24K
New
$147.13 - $174.61 $182K - $217K
1.24K $215K
URI
United Rentals, Inc.

Industrials
550
+ 32.93%
$594.17 - $789.56 $327K - $434K
2.22K $1.39M
SR
Spire Inc

Utilities
2.75K
New
$65.62 - $78.25 $181K - $216K
2.75K $215K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
469
+ 2.82%
$73.71 - $87.55 $34.6K - $41.1K
17.1K $1.49M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
15.3K
New
$9.49 - $14.83 $146K - $227K
15.3K $208K
ESTA
Establishment Labs Holdings Inc.

Healthcare
5.06K
New
$28.51 - $47.28 $144K - $239K
5.06K $206K
BCS
Barclays PLC

Financial Services
3.13K
+ 4.14%
$12.69 - $16.25 $39.7K - $50.8K
78.7K $1.21M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.01K
New
$96.18 - $109.82 $193K - $221K
2.01K $205K
SIBN
Si Bone, Inc.

Healthcare
14.6K
New
$13.72 - $18.44 $200K - $269K
14.6K $204K
LMT
Lockheed Martin Corp

Industrials
617
+ 34.03%
$423.19 - $506.29 $261K - $312K
2.43K $1.09M
CTAS
Cintas Corp

Industrials
457
+ 9.65%
$182.09 - $208.14 $83.2K - $95.1K
5.19K $1.07M
CNI
Canadian National Railway CO

Industrials
2K
+ 87.13%
$95.46 - $106.79 $191K - $213K
4.29K $418K
Activity Summary
Buys All Purchases 239 New Holdings 41 Increased Positions 198 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 3 Puts 0
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