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
Strategic Trust
11.4K
New
N/A
11.4K $0
KMPR
Kemper Corp

Financial Services
13
New
$55.12 - $67.26 $717 - $874
13 $0
Klaviyo Inc
2.65K
New
N/A
2.65K $0
Knife River Corp
3.67K
New
N/A
3.67K $0
Labcorp Holdings Inc
206
New
N/A
206 $0
LTRX
Lantronix Inc

Technology
5
New
$1.96 - $3.0 $9.8 - $15
5 $0
Lazard Inc
224
New
N/A
224 $0
LENB
Lennar Corporation Cl B
425
New
N/A
425 $0
DRS
Leonardo Drs, Inc.
350
New
N/A
350 $0
Listed Fds Tr
764
New
N/A
764 $0
LUCD
Lucid Diagnostics Inc.

Healthcare
12
New
$1.09 - $1.65 $13.1 - $19.8
12 $0
MGA
Magna International Inc

Consumer Cyclical
20
New
$30.82 - $38.61 $616 - $772
20 $0
MFC
Manulife Financial Corp

Financial Services
6
New
$26.93 - $32.44 $162 - $195
6 $0
Maplebear Inc
1.17K
New
N/A
1.17K $0
Soluna Holdings Inc
9.22K
New
N/A
9.22K $0
MVIS
Microvision, Inc.

Technology
100
New
N/A
100 $0
NIO
Nio Inc.

Consumer Cyclical
84
New
$3.14 - $4.31 $264 - $362
84 $0
NFG
National Fuel Gas CO

Energy
7
New
$73.0 - $86.01 $511 - $602
7 $0
Natwest Group PLC
3.11K
+ 6.03%
N/A
54.6K $0
Metavia Inc
276
New
N/A
276 $0
NWL
Newell Brands Inc.

Consumer Defensive
106
New
$4.48 - $6.27 $475 - $665
106 $0
NICE
Nice Ltd.

Technology
4
New
$141.3 - $178.32 $565 - $713
4 $0
NOK
Nokia Corp

Technology
106
New
$4.65 - $5.43 $493 - $576
106 $0
NTR
Nutrien Ltd.

Basic Materials
4
New
$46.88 - $62.89 $188 - $252
4 $0
OXYWS
Occidental Pete Corp Wt Exp 08
11
New
N/A
11 $0
Pgim ETF Tr
4K
New
N/A
4K $0
Pacer Fds Tr
3.94K
New
N/A
3.94K $0
PAAS
Pan American Silver Corp

Basic Materials
8
New
$21.49 - $29.35 $172 - $235
8 $0
Pavmed Inc
34
New
N/A
34 $0
PCTY
Paylocity Holding Corp

Technology
1
New
$172.54 - $201.04 $173 - $201
1 $0
PBA
Pembina Pipeline Corp

Energy
10
New
$35.16 - $40.88 $352 - $409
10 $0
PFGC
Performance Food Group CO

Consumer Defensive
9
New
$71.62 - $89.56 $645 - $806
9 $0
Phio Pharmaceuticals Corp
27
New
N/A
27 $0
PLUG
Plug Power Inc

Industrials
100
New
$0.7 - $1.49 $70 - $149
100 $0
Pro Dex Inc Colo
100
New
N/A
100 $0
Rb Global Inc
60
New
N/A
60 $0
RXT
Rackspace Technology, Inc.

Technology
90
New
$1.03 - $1.73 $92.7 - $156
90 $0
Ralliant Corp
1.8K
New
N/A
1.8K $0
Rbb Fund Trust
348K
New
N/A
348K $0
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
77
New
$3.97 - $5.84 $306 - $450
77 $0
RCAT
Red Cat Holdings, Inc.

Technology
98
New
$4.66 - $9.19 $457 - $901
98 $0
RKT
Rocket Companies, Inc.

Financial Services
59
New
$11.11 - $15.4 $655 - $909
59 $0
Roundhill ETF Trust
227
New
N/A
227 $0
Rubrik Inc.
461
New
N/A
461 $0
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
8
New
$69.8 - $85.28 $558 - $682
8 $0
Salarius Pharmaceuticals Inc
61
New
N/A
61 $0
IOT
Samsara Inc.

Technology
5
New
$33.46 - $47.74 $167 - $239
5 $0
HSIC
Henry Schein Inc

Healthcare
5
New
$62.7 - $73.66 $314 - $368
5 $0
SDGR
Schrodinger, Inc.

Healthcare
10
New
$17.97 - $26.69 $180 - $267
10 $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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