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
Bunge Global Sa
109
New
N/A
109 $0
RIO
Rio Tinto PLC

Basic Materials
278
+ 2.61%
$52.32 - $62.75 $14.5K - $17.4K
10.9K $637K
SHW
Sherwin Williams CO

Basic Materials
23
+ 0.96%
$313.51 - $363.51 $7.21K - $8.36K
2.42K $830K
LADR
Ladder Capital Corp

Real Estate
323
+ 1.85%
$9.86 - $11.4 $3.18K - $3.68K
17.8K $190K
WK
Workiva Inc

Technology
345
+ 8.09%
$61.91 - $77.12 $21.4K - $26.6K
4.61K $315K
ACN
Accenture PLC

Technology
625
+ 4.21%
$279.23 - $323.21 $175K - $202K
15.5K $4.63M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.01K
+ 2.77%
$32.56 - $35.71 $32.9K - $36K
37.4K $1.24M
ROP
Roper Technologies Inc

Industrials
6
+ 1.15%
$519.19 - $590.78 $3.12K - $3.54K
529 $299K
EGP
Eastgroup Properties Inc

Real Estate
29
+ 1.81%
$145.28 - $176.09 $4.21K - $5.11K
1.63K $272K
CHD
Church & Dwight CO Inc

Consumer Defensive
185
+ 8.83%
$91.57 - $110.76 $16.9K - $20.5K
2.28K $219K
MOH
Molina Healthcare, Inc.

Healthcare
236
+ 8.69%
$290.25 - $353.24 $68.5K - $83.4K
2.95K $879K
BKH
Black Hills Corp

Utilities
99
+ 2.04%
$55.66 - $61.75 $5.51K - $6.11K
4.95K $277K
EQNR
Equinor Asa

Energy
424
+ 1.87%
$22.04 - $28.08 $9.34K - $11.9K
23.1K $580K
CNC
Centene Corp

Healthcare
183
+ 3.53%
$53.4 - $64.29 $9.77K - $11.8K
5.37K $291K
ED
Consolidated Edison Inc

Utilities
134
+ 3.72%
$98.05 - $113.3 $13.1K - $15.2K
3.74K $374K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
13
+ 1.5%
$196.72 - $266.32 $2.56K - $3.46K
879 $202K
AES
Aes Corp

Utilities
331
+ 2.27%
$9.63 - $12.55 $3.19K - $4.15K
14.9K $156K
AVNT
Avient Corp

Basic Materials
81
+ 1.12%
$28.93 - $39.01 $2.34K - $3.16K
7.29K $235K
SNA
Snap On Inc

Industrials
58
+ 2.9%
$292.36 - $342.2 $17K - $19.8K
2.06K $639K
ZD
Ziff Davis, Inc.

Communication Services
111
+ 1.89%
$29.53 - $38.63 $3.28K - $4.29K
5.98K $181K
CLX
Clorox CO

Consumer Defensive
113
+ 5.49%
$118.01 - $148.69 $13.3K - $16.8K
2.17K $260K
EIX
Edison International

Utilities
114
+ 1.62%
$48.32 - $59.92 $5.51K - $6.83K
7.14K $368K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
510
+ 4.33%
$21.02 - $26.3 $10.7K - $13.4K
12.3K $258K
KRYS
Krystal Biotech, Inc.

Healthcare
12
+ 0.97%
$123.36 - $181.0 $1.48K - $2.17K
1.25K $171K
GDYN
Grid Dynamics Holdings, Inc.

Technology
298
+ 2.02%
$11.48 - $15.63 $3.42K - $4.66K
15K $173K
FANG
Diamondback Energy, Inc.

Energy
415
+ 8.12%
$119.25 - $161.49 $49.5K - $67K
5.52K $758K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.89K
+ 1355.5%
$87.84 - $1441.89 $693K - $11.4M
8.47K $763K
GLOB
Globant S.A.

Technology
24
+ 0.74%
$87.63 - $140.36 $2.1K - $3.37K
3.25K $295K
TMO
Thermo Fisher Scientific Inc.

Healthcare
62
+ 4.54%
$390.26 - $489.06 $24.2K - $30.3K
1.43K $578K
CTRA
Coterra Energy Inc.

Energy
531
+ 1.07%
$22.6 - $29.07 $12K - $15.4K
50.3K $1.28M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.61K
+ 6.92%
$212.1 - $244.27 $341K - $392K
24.8K $5.42M
MRK
Merck & Co., Inc.

Healthcare
4.42K
+ 7.47%
$73.47 - $87.12 $325K - $385K
63.6K $5.03M
TMUS
T Mobile Us, Inc.

Communication Services
174
+ 1.29%
$220.99 - $268.54 $38.5K - $46.7K
13.7K $3.26M
XOM
Exxon Mobil Corp

Energy
806
+ 1.54%
$99.93 - $119.04 $80.5K - $95.9K
53.1K $5.72M
AAPL
Apple Inc.

Technology
15K
+ 2.19%
$172.42 - $223.89 $2.58M - $3.35M
698K $143M
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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