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
OUSM
Alps ETF Tr Oshares U S Small

ETFs
9
New
$37.73 - $43.54 $340 - $392
9 $0
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
20
New
$16.85 - $21.87 $337 - $437
20 $0
ACAD
Acadia Pharmaceuticals Inc

Healthcare
16
New
$14.1 - $22.95 $226 - $367
16 $0
Aeye Inc
2.74K
New
N/A
2.74K $0
Agenus Inc
3.62K
New
N/A
3.62K $0
ALB
Albemarle Corp

Basic Materials
3
New
$50.76 - $72.25 $152 - $217
3 $0
ACI
Albertsons Companies, Inc.

Consumer Defensive
20
New
$19.94 - $22.91 $399 - $458
20 $0
AQN
Algonquin Power & Utilities Corp.

Utilities
142
New
$4.56 - $6.22 $648 - $883
142 $0
ALGN
Align Technology Inc

Healthcare
5
New
$144.32 - $190.42 $722 - $952
5 $0
Ea Series Trust
268
New
N/A
268 $0
UHALB
Amerco Com Ser N
835
New
N/A
835 $0
Amplify ETF Tr
48
New
N/A
48 $0
Amplify ETF Tr
22
New
N/A
22 $0
Annaly Capital Management In
1.81K
New
N/A
1.81K $0
APLD
Applied Blockchain, Inc.

Financial Services
10
New
$3.53 - $13.86 $35.3 - $139
10 $0
Arista Networks Inc
700
+ 10.24%
N/A
7.54K $0
Arm Holdings PLC
56
New
N/A
56 $0
Astera Labs Inc
2.42K
+ 33.99%
N/A
9.53K $0
ASUR
Asure Software Inc

Technology
30
New
$8.82 - $10.16 $265 - $305
30 $0
Atlanta Braves Hldgs Inc
50
New
N/A
50 $0
Atmus Filtration Technologie
157
+ 1.93%
N/A
8.3K $0
ATOS
Atossa Therapeutics, Inc.

Healthcare
500
New
$0.59 - $1.03 $295 - $515
500 $0
Aurora Cannabis Inc
2
New
N/A
2 $0
BLDP
Ballard Power Systems Inc.

Industrials
46
New
$1.02 - $1.79 $46.9 - $82.3
46 $0
Bank America Corp
8
New
N/A
8 $0
Bgc Group Inc
27.9K
New
N/A
27.9K $0
Bioxcel Therapeutics Inc
1
New
N/A
1 $0
Blackrock ETF Trust Ii
442
New
N/A
442 $0
Blackrock ETF Trust Ii
8.21K
+ 44.83%
N/A
26.5K $0
Blackrock ETF Trust Ii
1.32K
New
N/A
1.32K $0
LCTD
Blackrock ETF World Ex Us Carb
797
New
N/A
797 $0
Blackrock ETF Trust
31.3K
New
N/A
31.3K $0
Blackrock ETF Trust
63.4K
New
N/A
63.4K $0
Blackrock ETF Trust
999
New
N/A
999 $0
Blackrock Inc
148
New
N/A
148 $0
BLNK
Blink Charging Co.

Industrials
133
New
$0.66 - $1.01 $87.8 - $134
133 $0
Boeing CO
85
New
N/A
85 $0
Neuehealth Inc
32
New
N/A
32 $0
Brookfield Asset Managmt LTD
59
New
N/A
59 $0
BFB
Brown Forman Corp Cl B
649
New
N/A
649 $0
BFLY
Butterfly Network, Inc.

Healthcare
40
New
$1.96 - $2.63 $78.4 - $105
40 $0
GVAL
Cambria Global Value ETF
74
New
N/A
74 $0
CPB
Campbell Soup CO

Consumer Defensive
25
New
$30.65 - $39.9 $766 - $998
25 $0
Canopy Growth Corp
12
New
N/A
12 $0
Sila Realty Trust Inc
632
New
N/A
632 $0
SAVA
Cassava Sciences Inc

Healthcare
100
New
$1.19 - $2.24 $119 - $224
100 $0
Cava Group Inc
2.58K
New
N/A
2.58K $0
Celestica Inc
1.64K
New
N/A
1.64K $0
CELH
Celsius Holdings, Inc.

Consumer Defensive
3
New
$33.89 - $46.39 $102 - $139
3 $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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