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
Series Portfolios Tr
392
New
N/A
392 $0
Series Portfolios Tr
206
New
N/A
206 $0
Sharplink Gaming Inc
176
New
N/A
176 $0
Site Ctrs Corp
2
New
N/A
2 $0
Siriusxm Holdings Inc
12
New
N/A
12 $0
SNN
Smith & Nephew PLC

Healthcare
1
New
$24.97 - $30.63 $25 - $30.6
1 $0
AOS
Smith A O Corp

Industrials
7
New
$59.63 - $70.52 $417 - $494
7 $0
SNAP
Snap Inc

Communication Services
2
New
$7.23 - $9.21 $14.5 - $18.4
2 $0
Sndl Inc
600
New
N/A
600 $0
Soleno Therapeutics Inc
1.34K
New
N/A
1.34K $0
Sphere 3 D Corp New
14
New
N/A
14 $0
Sprott Fds Tr
96
New
N/A
96 $0
Stem Inc
10
New
N/A
10 $0
SYM
Symbotic Inc.

Financial Services
20
New
$17.5 - $38.85 $350 - $777
20 $0
TFSL
Tfs Financial Corp

Financial Services
42
New
$11.62 - $13.54 $488 - $569
42 $0
TAL
Tal Education Group

Consumer Defensive
6
New
$8.73 - $13.71 $52.4 - $82.3
6 $0
Talen Energy Corp
2.06K
+ 31.39%
N/A
8.63K $0
TME
Tencent Music Entertainment Group

Communication Services
16
New
$11.97 - $19.49 $192 - $312
16 $0
UWMC
Uwm Holdings Corp

Financial Services
231
New
$3.94 - $5.79 $910 - $1.34K
231 $0
VGLT
Vanguard Long Term Treasury Et

ETFs
15
New
$53.66 - $58.71 $805 - $881
15 $0
Viper Energy Inc
54
New
N/A
54 $0
VOD
Vodafone Group Public LTD CO

Communication Services
22
New
$8.19 - $10.66 $180 - $235
22 $0
VOYA
Voya Financial, Inc.

Financial Services
4
New
$54.27 - $71.0 $217 - $284
4 $0
WTI
W&T Offshore Inc

Energy
205
New
$1.11 - $2.36 $228 - $484
205 $0
WPP
Wpp PLC

Communication Services
23
New
$32.03 - $40.64 $737 - $935
23 $0
Wk Kellogg CO
25
New
N/A
25 $0
Wells Fargo CO New
13
New
N/A
13 $0
WLK
Westlake Corp

Basic Materials
3
New
$69.83 - $102.01 $209 - $306
3 $0
Amer Sports Inc
130
New
N/A
130 $0
Anglogold Ashanti PLC
11
New
N/A
11 $0
Bbb Foods Inc
2.61K
New
N/A
2.61K $0
Biohaven LTD
1.53K
New
N/A
1.53K $0
Bitdeer Technologies Group
2K
New
N/A
2K $0
CRH.L
Crh PLC

Basic Materials
1.38K
+ 15.7%
N/A
10.2K $0
Flutter Entmt PLC
147
New
N/A
147 $0
Te Connectivity PLC
323
New
N/A
323 $0
Wns Hldgs LTD
105
+ 2.01%
N/A
5.34K $0
Nebius Group N.V.
20.3K
+ 131.8%
N/A
35.6K $0
Brookfield Corp
242
New
N/A
242 $0
Ferguson Enterprises Inc
4.43K
+ 76.99%
N/A
10.2K $0
Ge Healthcare Technologies I
1.01K
New
N/A
1.01K $0
Ge Vernova Inc
279
New
N/A
279 $0
Grayscale Bitcoin Mini Tr Et
2.92K
New
N/A
2.92K $0
Ishares Bitcoin Trust ETF
1.23K
+ 4.16%
N/A
30.8K $0
Sandisk Corp
55
New
N/A
55 $0
Solventum Corp
2.22K
New
N/A
2.22K $0
Super Micro Computer Inc
197
New
N/A
197 $0
Veralto Corp
500
New
N/A
500 $0
Aptiv PLC
4.62K
New
N/A
4.62K $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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