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
TECH
Bio Techne Corp

Healthcare
24
New
$46.66 - $58.38 $1.12K - $1.4K
24 $1K
BRX
Brixmor Property Group Inc.

Real Estate
60
New
N/A
60 $1K
CBSH
Commerce Bancshares Inc

Financial Services
27
New
$55.42 - $65.63 $1.5K - $1.77K
27 $1K
DASH
Door Dash, Inc.

Communication Services
5
New
$163.16 - $246.51 $816 - $1.23K
5 $1K
EPR
Epr Properties

Real Estate
25
New
$43.53 - $59.11 $1.09K - $1.48K
25 $1K
ET
Energy Transfer LP

Energy
100
New
$15.65 - $18.93 $1.57K - $1.89K
100 $1K
EXPD
Expeditors International Of Washington Inc

Industrials
15
New
$102.84 - $122.24 $1.54K - $1.83K
15 $1K
FNB
Fnb Corp

Financial Services
128
New
$11.48 - $14.58 $1.47K - $1.87K
128 $1K
URA
Global X Uranium ETF

ETFs
26
New
$20.26 - $38.81 $527 - $1.01K
26 $1K
HSBC
Hsbc Holdings PLC

Financial Services
26
New
$46.68 - $61.09 $1.21K - $1.59K
26 $1K
ILMN
Illumina, Inc.

Healthcare
19
New
$70.3 - $95.41 $1.34K - $1.81K
19 $1K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8
New
$171.4 - $227.1 $1.37K - $1.82K
8 $1K
THD
Ishares Inc Msci Thailand ETF

ETFs
33
New
$45.37 - $57.05 $1.5K - $1.88K
33 $1K
ECH
Ishares Inc Mcsi Chile ETF

ETFs
42
New
$26.5 - $33.24 $1.11K - $1.4K
42 $1K
EWD
Ishares Inc Msci Sweden ETF

ETFs
33
New
$37.07 - $46.35 $1.22K - $1.53K
33 $1K
LQD
Ishares Iboxx $ Investment Gra

ETFs
18
New
$105.23 - $109.61 $1.89K - $1.97K
18 $1K
ICF
Ishares Tr

ETFs
127
+ 0.77%
$54.56 - $62.47 $6.93K - $7.93K
16.7K $1.02M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13
New
$116.93 - $119.39 $1.52K - $1.55K
13 $1K
MCHI
Ishares Msci China ETF

ETFs
34
New
$45.22 - $55.86 $1.54K - $1.9K
34 $1K
KRC
Kilroy Realty Corp

Real Estate
49
New
$28.32 - $35.95 $1.39K - $1.76K
49 $1K
LAMR
Lamar Advertising CO

Real Estate
16
New
$102.35 - $121.67 $1.64K - $1.95K
16 $1K
LBRDA
Liberty Broadband Corp

Communication Services
18
New
$72.28 - $100.2 $1.3K - $1.8K
18 $1K
MIDD
Middleby Corp

Industrials
9
New
$124.01 - $154.76 $1.12K - $1.39K
9 $1K
MITK
Mitek Systems Inc

Technology
131
New
$7.11 - $10.34 $931 - $1.35K
131 $1K
MRNA
Moderna, Inc.

Healthcare
44
New
$23.65 - $28.54 $1.04K - $1.26K
44 $1K
MHK
Mohawk Industries Inc

Consumer Cyclical
10
New
$97.99 - $117.15 $980 - $1.17K
10 $1K
NSSC
Napco Security Technologies, Inc

Industrials
66
New
$19.82 - $29.82 $1.31K - $1.97K
66 $1K
NRZ
New Residential Investment Corp.

Real Estate
205
New
N/A
205 $1K
PK
Park Hotels & Resorts Inc.

Real Estate
131
New
$8.85 - $11.18 $1.16K - $1.46K
131 $1K
PPC
Pilgrims Pride Corp

Consumer Defensive
26
New
$44.55 - $56.26 $1.16K - $1.46K
26 $1K
PDD
Pinduoduo Inc.

Consumer Cyclical
13
New
$88.35 - $122.19 $1.15K - $1.59K
13 $1K
RLI
Rli Corp

Financial Services
21
New
$71.27 - $80.82 $1.5K - $1.7K
21 $1K
RIOT
Riot Blockchain, Inc.

Technology
170
New
$6.29 - $11.3 $1.07K - $1.92K
170 $1K
SD
Sandridge Energy Inc

Energy
139
New
$9.07 - $12.08 $1.26K - $1.68K
139 $1K
SNY
Sanofi

Healthcare
4.06K
+ 14.89%
$47.62 - $55.44 $193K - $225K
31.3K $1.51M
SMG
Scotts Miracle Gro CO

Basic Materials
26
New
$48.21 - $66.48 $1.25K - $1.73K
26 $1K
SHLS
Shoals Technologies Group, Inc.

Technology
391
New
$3.05 - $6.11 $1.19K - $2.39K
391 $1K
SKYT
Sky Water Technology, Inc

Technology
120
New
$5.85 - $10.45 $702 - $1.25K
120 $1K
SOUN
Soundhound Ai, Inc.

Technology
100
New
$7.18 - $11.76 $718 - $1.18K
100 $1K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
167
New
$8.21 - $12.77 $1.37K - $2.13K
167 $1K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
117
New
$13.71 - $15.46 $1.6K - $1.81K
117 $1K
CPER
United States Copper Index Fun

ETFs
48
New
$25.72 - $31.7 $1.23K - $1.52K
48 $1K
U
Unity Software Inc.

Technology
50
New
$16.75 - $26.24 $838 - $1.31K
50 $1K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
10
New
$79.91 - $109.54 $799 - $1.1K
10 $1K
WAL
Western Alliance Bancorporation

Financial Services
21
New
$61.0 - $79.94 $1.28K - $1.68K
21 $1K
ZVIA
Zevia Pbc

Consumer Defensive
400
New
$2.02 - $3.64 $808 - $1.46K
400 $1K
STLA
Stellantis N.V.

Consumer Cyclical
146
New
$8.53 - $11.27 $1.25K - $1.65K
146 $1K
ABSI
Absci Corp

Healthcare
100
New
$2.24 - $3.22 $224 - $322
100 $0
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
4
New
$47.97 - $54.0 $192 - $216
4 $0
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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