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
CDAY
Ceridian Hcm Holding Inc.

Technology
5
New
N/A
5 $0
Chain Bridge Bancorp Inc
2.04K
New
N/A
2.04K $0
Chart Inds Inc
127
New
N/A
127 $0
Expand Energy Corporation
26
New
N/A
26 $0
Cineverse Corp
100
New
N/A
100 $0
Coherent Corp
5.88K
New
N/A
5.88K $0
Community West Bancshares Ne
11K
+ 75.61%
N/A
25.5K $0
Core Natural Resources Inc
64
New
N/A
64 $0
Corpay Inc
114
+ 6.0%
N/A
2.02K $0
Ubs Ag
23
New
N/A
23 $0
Curbline Pptys Corp
4
New
N/A
4 $0
Destiny Tech100 Inc
193
New
N/A
193 $0
Digitalbridge Group Inc
13
New
N/A
13 $0
ERX
Direxion Daily Energy Bull 2 X

ETFs
6
New
$42.83 - $66.07 $257 - $396
6 $0
QTUM
ETF Ser Solutions Defiance Qua
22
New
N/A
22 $0
EDIT
Editas Medicine, Inc.

Healthcare
20
New
$0.98 - $2.35 $19.6 - $47
20 $0
EMBC
Embecta Corp.

Healthcare
97
New
$9.28 - $13.3 $900 - $1.29K
97 $0
Vestis Corporation
881
New
N/A
881 $0
Fidelity Covington Trust
15.9K
New
N/A
15.9K $0
FONR
Fonar Corp

Healthcare
41
New
$12.06 - $14.96 $494 - $613
41 $0
FNV
Franco Nevada Corp

Basic Materials
4
New
$143.04 - $178.17 $572 - $713
4 $0
BEN
Franklin Resources Inc

Financial Services
41
New
$16.66 - $23.85 $683 - $978
41 $0
Fuelcell Energy Inc
3
New
N/A
3 $0
Gt Biopharma Inc
46
New
N/A
46 $0
Genprex Inc
50
New
N/A
50 $0
Gsk PLC
3.08K
+ 28.32%
N/A
14K $0
LIT
Global X Fds Global X Lithium

ETFs
10
New
$31.82 - $39.24 $318 - $392
10 $0
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1
New
$162.37 - $200.76 $162 - $201
1 $0
Grayscale Ethereum Mini Tr E
3.26K
New
N/A
3.26K $0
American Healthcare Reit Inc
122
New
N/A
122 $0
Peakstone Realty Trust
2.65K
New
N/A
2.65K $0
Guardian Pharmacy Svcs Inc
8.09K
New
N/A
8.09K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
91
New
N/A
91 $0
HAS
Hasbro, Inc.

Consumer Cyclical
5
New
$50.71 - $73.82 $254 - $369
5 $0
Hewlett Packard Enterprise C
84
New
N/A
84 $0
HII
Huntington Ingalls Industries, Inc.

Industrials
1
New
$183.31 - $241.46 $183 - $241
1 $0
IEP
Icahn Enterprises L.P.

Industrials
63
New
$7.81 - $9.75 $492 - $614
63 $0
Inseego Corp
10
New
N/A
10 $0
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
35
New
$20.16 - $23.26 $706 - $814
35 $0
TLT
Ishares Barclays 20+ Year Trea

ETFs
3
New
$83.97 - $92.85 $252 - $279
3 $0
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
45
New
$14.36 - $19.16 $646 - $862
45 $0
EWU
Ishs Msci Utd Kingdom ETF

ETFs
14
New
$33.19 - $40.78 $465 - $571
14 $0
HYGW
Ishares Tr High Yield Corporat
941
New
N/A
941 $0
Ishares Ethereum Tr
3.38K
+ 7.99%
N/A
45.6K $0
JBL
Jabil Inc

Technology
2
New
$116.88 - $218.1 $234 - $436
2 $0
Jacobs Solutions Inc
45
+ 1.19%
N/A
3.82K $0
JEF
Jefferies Financial Group Inc.

Financial Services
12
New
$41.06 - $56.09 $493 - $673
12 $0
BEKE
Ke Holdings Inc.

Real Estate
8
New
$17.53 - $22.08 $140 - $177
8 $0
BZ
Kanzhun LTD

Industrials
3
New
$13.62 - $19.06 $40.9 - $57.2
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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