Mount Yale Investment Advisors, LLC Purchases in Q1 2025

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PFF
Ishares Trust Ishares Pfd And

ETFs
6.3K
+ 58.06%
$30.73 - $32.26 $194K - $203K
17.2K $527K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
494
+ 11.88%
$132.75 - $177.12 $65.6K - $87.5K
4.65K $710K
VLO
Valero Energy Corp

Energy
665
+ 6.87%
$121.76 - $142.99 $81K - $95.1K
10.3K $1.37M
DEO
Diageo PLC

Consumer Defensive
2.08K
+ 91.78%
$104.79 - $126.12 $218K - $262K
4.34K $454K
MU
Micron Technology Inc

Technology
1.55K
+ 13.56%
$86.89 - $109.38 $135K - $170K
13K $1.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
475
+ 14.92%
$507.05 - $563.67 $241K - $268K
3.66K $1.88M
INFY
Infosys LTD

Technology
11.2K
+ 89.29%
$18.06 - $22.89 $202K - $256K
23.7K $432K
FCFS
First Cash Holdings, Inc.

Financial Services
843
+ 25.44%
$102.59 - $120.32 $86.5K - $101K
4.16K $500K
TDY
Teledyne Technologies Inc

Technology
207
+ 13.4%
$455.51 - $518.84 $94.3K - $107K
1.75K $871K
TJX
Tjx Companies Inc

Consumer Cyclical
960
+ 5.02%
$112.81 - $126.16 $108K - $121K
20.1K $2.45M
FE
Firstenergy Corp

Utilities
3.07K
+ 22.04%
$37.95 - $43.5 $116K - $133K
17K $686K
GRAB
Grab Holdings LTD

Technology
30.1K
+ 54.36%
$4.12 - $5.34 $124K - $161K
85.6K $387K
COST
Costco Wholesale Corp

Consumer Defensive
84
+ 5.81%
$890.62 - $1076.86 $74.8K - $90.5K
1.53K $1.45M
MPC
Marathon Petroleum Corp

Energy
626
+ 12.64%
$134.72 - $159.03 $84.3K - $99.6K
5.58K $812K
MMSI
Merit Medical Systems Inc

Healthcare
869
+ 27.73%
$95.64 - $110.29 $83.1K - $95.8K
4K $423K
AKAM
Akamai Technologies Inc

Technology
1.3K
+ 16.97%
N/A
8.96K $814K
AJG
Arthur J. Gallagher & Co.

Financial Services
77
+ 5.31%
$275.89 - $345.24 $21.2K - $26.6K
1.53K $527K
BECN
Beacon Roofing Supply Inc

Industrials
560
+ 27.78%
$100.48 - $123.86 $56.3K - $69.4K
2.58K $318K
IFF
International Flavors & Fragrances Inc

Basic Materials
1.91K
+ 31.45%
$76.48 - $87.72 $146K - $167K
7.97K $618K
ED
Consolidated Edison Inc

Utilities
279
+ 8.4%
$88.0 - $110.59 $24.6K - $30.9K
3.6K $398K
SPMD
Spdr Portfolio

ETFs
2.26K
+ 58.17%
$50.21 - $57.73 $114K - $131K
6.16K $314K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.66K
+ 4.33%
$14.13 - $16.72 $37.6K - $44.5K
64.2K $992K
FTLS
First Tr Long/Short Equity ETF

ETFs
1.64K
+ 27.75%
$63.42 - $68.17 $104K - $111K
7.53K $482K
BTI
British American Tobacco P.L.C.

Consumer Defensive
258
+ 1.57%
$35.35 - $42.74 $9.12K - $11K
16.7K $691K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
1.66K
+ 15.69%
$44.87 - $56.71 $74.7K - $94.4K
12.3K $596K
SKM
Sk Telecom CO LTD

Communication Services
4.05K
+ 12.96%
$20.91 - $23.05 $84.7K - $93.4K
35.3K $750K
YUM
Yum Brands Inc

Consumer Cyclical
281
+ 13.48%
$123.25 - $162.53 $34.6K - $45.7K
2.37K $372K
VRT
Vertiv Holdings CO

Industrials
779
+ 7.03%
N/A
11.9K $1.03M
ODFL
Old Dominion Freight Line, Inc.

Industrials
722
+ 14.54%
$161.13 - $209.29 $116K - $151K
5.69K $941K
COIN
Coinbase Global, Inc.

Technology
980
+ 71.12%
$172.23 - $301.3 $169K - $295K
2.36K $406K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.1K
+ 1.1%
$54.25 - $57.64 $114K - $121K
193K $10.6M
ACN
Accenture PLC

Technology
1.85K
+ 14.26%
$300.91 - $398.25 $558K - $738K
14.9K $4.63M
CRWD
Crowd Strike Holdings, Inc.

Technology
10
+ 0.19%
$308.86 - $455.36 $3.09K - $4.55K
5.3K $1.87M
ITRI
Itron, Inc.

Technology
650
+ 24.69%
$92.6 - $110.29 $60.2K - $71.7K
3.28K $343K
RSG
Republic Services, Inc.

Industrials
46
+ 4.15%
$200.09 - $242.16 $9.2K - $11.1K
1.15K $279K
KT
Kt Corp

Communication Services
1.36K
+ 9.36%
$15.57 - $18.63 $21.2K - $25.4K
15.9K $281K
ROP
Roper Technologies Inc

Industrials
35
+ 7.17%
$502.71 - $593.81 $17.6K - $20.8K
523 $308K
PATK
Patrick Industries Inc

Consumer Cyclical
595
+ 17.09%
$82.13 - $97.92 $48.9K - $58.3K
4.08K $344K
ECL
Ecolab Inc.

Basic Materials
137
+ 13.05%
$229.72 - $269.82 $31.5K - $37K
1.19K $300K
FAST
Fastenal CO

Industrials
17
+ 0.18%
$71.11 - $79.98 $1.21K - $1.36K
9.34K $724K
CBOE
Cboe Global Markets, Inc.

Financial Services
63
+ 4.92%
$190.84 - $226.29 $12K - $14.3K
1.34K $303K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.12K
+ 16.55%
$29.34 - $31.31 $62.1K - $66.3K
14.9K $442K
VST
Vistra Corp.

Utilities
2.3K
+ 21.26%
$108.49 - $191.89 $249K - $441K
13.1K $1.54M
GKOS
Glaukos Corp

Healthcare
1.41K
+ 78.15%
$96.6 - $161.22 $136K - $228K
3.22K $317K
TMO
Thermo Fisher Scientific Inc.

Healthcare
149
+ 12.24%
$497.6 - $606.74 $74.1K - $90.4K
1.37K $679K
BKH
Black Hills Corp

Utilities
568
+ 13.26%
$55.74 - $61.86 $31.7K - $35.1K
4.85K $294K
VTV
Vanguard Value ETF

ETFs
239
+ 12.61%
$167.73 - $179.21 $40.1K - $42.8K
2.13K $364K
TRP
Tc Energy Corp

Energy
614
+ 2.97%
$44.29 - $49.27 $27.2K - $30.3K
21.3K $1M
HLMN
Hillman Solutions Corp.

Industrials
7.53K
+ 31.19%
$8.69 - $10.5 $65.4K - $79K
31.7K $278K
Activity Summary
Buys All Purchases 239 New Holdings 41 Increased Positions 198 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 3 Puts 0
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