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
BCS
Barclays PLC

Financial Services
1.43K
+ 1.82%
$12.69 - $18.61 $18.2K - $26.7K
80.1K $1.49M
MRVL
Marvell Technology, Inc.

Technology
3.63K
New
$49.38 - $79.97 $179K - $290K
3.63K $280K
THC
Tenet Healthcare Corp

Healthcare
1.59K
New
$110.41 - $176.0 $175K - $279K
1.59K $279K
LOW
Lowes Companies Inc

Consumer Cyclical
1.62K
+ 22.05%
$210.83 - $235.28 $341K - $381K
8.96K $1.99M
DGRO
Ishares Core Dividend Growth E

ETFs
1.9K
+ 3.61%
$55.22 - $63.94 $105K - $121K
54.5K $3.49M
ONB
Old National Bancorp

Financial Services
12.4K
+ 69.08%
$17.95 - $22.57 $222K - $279K
30.3K $645K
RJF
Raymond James Financial Inc

Financial Services
913
+ 10.48%
$123.65 - $153.88 $113K - $140K
9.62K $1.48M
LITE
Lumentum Holdings Inc.

Technology
2.77K
New
$49.56 - $95.06 $137K - $263K
2.77K $263K
SIMO
Silicon Motion Technology Corp

Technology
3.5K
New
$38.95 - $75.77 $136K - $265K
3.5K $263K
APG
A Pi Group Corp

Industrials
3.07K
+ 44.37%
$32.2 - $51.23 $98.7K - $157K
9.98K $509K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
12.5K
New
$19.55 - $21.78 $245K - $273K
12.5K $260K
SNPS
Synopsys Inc

Technology
507
New
$380.9 - $517.66 $193K - $262K
507 $259K
PI
Impinj Inc

Technology
2.3K
New
$62.54 - $125.05 $144K - $287K
2.3K $255K
FIS
Fidelity National Information Services, Inc.

Technology
2.31K
+ 24.09%
$68.14 - $82.13 $157K - $190K
11.9K $967K
IX
Orix Corp

Financial Services
9.45K
+ 41.03%
$18.25 - $22.52 $172K - $213K
32.5K $731K
RDNT
Rad Net, Inc.

Healthcare
4.4K
New
$47.36 - $61.14 $208K - $269K
4.4K $250K
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.37K
New
$95.65 - $116.49 $226K - $276K
2.37K $246K
ANIP
Ani Pharmaceuticals Inc

Healthcare
3.76K
New
$57.79 - $72.95 $217K - $274K
3.76K $245K
PHR
Phreesia, Inc.

Healthcare
8.64K
New
$23.25 - $28.49 $201K - $246K
8.64K $245K
MMS
Maximus, Inc.

Industrials
3.48K
New
$65.54 - $76.8 $228K - $267K
3.48K $244K
DELL
Dell Technologies Inc.

Technology
232
+ 3.41%
$71.63 - $125.98 $16.6K - $29.2K
7.04K $863K
LYG
Lloyds Banking Group PLC

Financial Services
41.3K
+ 26.63%
$3.32 - $4.29 $137K - $177K
197K $835K
FRME
First Merchants Corp

Financial Services
6.27K
New
$34.13 - $40.19 $214K - $252K
6.27K $240K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.4K
+ 86.27%
$22.54 - $23.17 $235K - $242K
22.5K $517K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
864
New
$179.95 - $278.88 $155K - $241K
864 $240K
IFF
International Flavors & Fragrances Inc

Basic Materials
3.67K
+ 46.1%
$66.85 - $79.33 $246K - $291K
11.6K $856K
GWW
W.W. Grainger, Inc.

Industrials
227
New
$919.93 - $1101.66 $209K - $250K
227 $236K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.6K
New
$78.98 - $90.1 $205K - $234K
2.6K $233K
GE
General Electric CO

Industrials
396
+ 17.62%
$166.81 - $257.39 $66.1K - $102K
2.64K $680K
FORTY
Formula Systems (1985) LTD

Technology
1.74K
New
$83.8 - $127.75 $146K - $222K
1.74K $222K
OMF
One Main Holdings, Inc.

Financial Services
3.91K
New
$40.42 - $57.0 $158K - $223K
3.91K $222K
TREX
Trex CO Inc

Industrials
4.1K
New
$50.52 - $61.77 $207K - $253K
4.1K $222K
BKR
Baker Hughes CO

Energy
5.71K
New
$35.0 - $44.92 $200K - $256K
5.71K $218K
VBTX
Veritex Holdings, Inc.

Financial Services
8.32K
New
$20.77 - $26.15 $173K - $218K
8.32K $217K
NLOK
Norton Life Lock Inc.

Technology
9.65K
New
N/A
9.65K $207K
HWM
Howmet Aerospace Inc.

Industrials
500
+ 25.23%
$112.33 - $186.13 $56.2K - $93.1K
2.48K $461K
SPMD
Spdr Portfolio

ETFs
3.38K
+ 54.89%
$44.89 - $54.38 $152K - $184K
9.54K $518K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.18K
+ 13.02%
$39.43 - $49.34 $85.8K - $107K
18.9K $894K
KB
Kb Financial Group Inc.

Financial Services
2.46K
New
$46.88 - $82.59 $116K - $204K
2.46K $203K
KKR
Kkr & Co. Inc.

Financial Services
1.51K
New
$92.79 - $134.29 $140K - $203K
1.51K $201K
AMP
Ameriprise Financial Inc

Financial Services
57
+ 1.68%
$422.19 - $533.73 $24.1K - $30.4K
3.44K $1.84M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.58K
New
$40.82 - $43.14 $187K - $197K
4.58K $197K
PRCT
Procept Bio Robotics Corp

Healthcare
3.36K
New
$48.82 - $65.05 $164K - $219K
3.36K $193K
MC
Moelis & CO

Financial Services
3.05K
New
$48.86 - $62.99 $149K - $192K
3.05K $190K
MCO
Moodys Corp

Financial Services
377
New
$396.7 - $501.59 $150K - $189K
377 $189K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
627
+ 30.41%
$160.22 - $209.35 $100K - $131K
2.69K $562K
IWV
Ishares Russell 3000 ETF

ETFs
533
New
$281.67 - $351.0 $150K - $187K
533 $187K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.63K
New
$99.37 - $134.05 $162K - $219K
1.63K $184K
SLV
I Shares Silver Trust

ETFs
1.07K
+ 1.32%
$27.08 - $33.74 $28.9K - $36K
81.9K $2.69M
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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