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
PFE
Pfizer Inc

Healthcare
2.31K
+ 15.94%
$25.01 - $27.13 $57.8K - $62.7K
16.8K $425K
RIO
Rio Tinto PLC

Basic Materials
467
+ 4.58%
$58.19 - $64.29 $27.2K - $30K
10.7K $640K
CL
Colgate Palmolive CO

Consumer Defensive
273
+ 8.28%
$85.68 - $97.5 $23.4K - $26.6K
3.57K $334K
ERIC
Ericsson Lm Telephone CO

Technology
6.36K
+ 12.0%
$7.47 - $8.9 $47.5K - $56.6K
59.4K $460K
LECO
Lincoln Electric Holdings Inc

Industrials
144
+ 5.74%
$180.51 - $216.81 $26K - $31.2K
2.65K $501K
NDSN
Nordson Corp

Industrials
178
+ 14.71%
$200.12 - $224.07 $35.6K - $39.9K
1.39K $279K
EHC
Encompass Health Corp

Healthcare
10
+ 0.35%
$91.05 - $102.2 $911 - $1.02K
2.83K $286K
OMC
Omnicom Group Inc.

Communication Services
507
+ 9.57%
$79.43 - $88.34 $40.3K - $44.8K
5.81K $481K
ISRG
Intuitive Surgical Inc

Healthcare
78
+ 16.12%
$476.63 - $610.45 $37.2K - $47.6K
562 $278K
ITUB
Itau Unibanco Holding S.A.

Financial Services
3.05K
+ 26.72%
$4.87 - $6.28 $14.9K - $19.2K
14.5K $79K
EA
Electronic Arts Inc.

Communication Services
191
+ 4.11%
$116.53 - $146.29 $22.3K - $27.9K
4.83K $698K
CVE
Cenovus Energy Inc.

Energy
3.21K
+ 14.76%
$12.24 - $15.63 $39.3K - $50.2K
25K $347K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
769
+ 6.8%
$22.25 - $23.0 $17.1K - $17.7K
12.1K $277K
IX
Orix Corp

Financial Services
18.7K
+ 426.29%
$20.44 - $107.42 $381K - $2M
23K $480K
AWI
Armstrong World Industries Inc

Industrials
84
+ 5.65%
$136.0 - $154.19 $11.4K - $13K
1.57K $221K
JNPR
Juniper Networks Inc

Technology
380
+ 7.02%
$34.38 - $39.03 $13.1K - $14.8K
5.8K $209K
CTSH
Cognizant Technology Solutions Corp

Technology
94
+ 2.49%
$75.32 - $90.7 $7.08K - $8.53K
3.86K $295K
LADR
Ladder Capital Corp

Real Estate
168
+ 0.97%
$10.81 - $11.87 $1.82K - $1.99K
17.4K $198K
VOE
Vanguard Mid Cap Value Index F

ETFs
76
+ 2.65%
$156.61 - $168.02 $11.9K - $12.8K
2.95K $469K
BAC
Bank Of America Corp

Financial Services
348
+ 7.2%
$39.61 - $47.74 $13.8K - $16.6K
5.18K $216K
HOMB
Home Bancshares Inc

Financial Services
102
+ 1.09%
$27.23 - $31.23 $2.78K - $3.19K
9.43K $266K
PANW
Palo Alto Networks Inc

Technology
167
+ 7.4%
$167.82 - $208.28 $28K - $34.8K
2.42K $413K
ARCB
Arcbest Corp

Industrials
762
+ 33.26%
$70.58 - $101.93 $53.8K - $77.7K
3.05K $215K
Morgan Stanley ETF Trust
93.9K
+ 54.73%
N/A
265K $0
Blackrock ETF Trust
10.7K
+ 2.24%
N/A
490K $0
Lam Research Corp
46.6K
New
N/A
46.6K $0
Blackrock ETF Trust Ii
376
+ 2.1%
N/A
18.3K $0
Talen Energy Corp
2.03K
+ 44.8%
N/A
6.57K $0
Ishares Bitcoin Trust ETF
22.7K
+ 332.66%
N/A
29.5K $0
Linde PLC
2.92K
+ 58.53%
N/A
7.9K $0
Core Scientific Inc New
864
+ 2.88%
N/A
30.9K $0
Tko Group Holdings Inc
1.68K
New
N/A
1.68K $0
Ishares Ethereum Tr
33.8K
+ 401.98%
N/A
42.3K $0
Primo Brands Corporation
10.8K
New
N/A
10.8K $0
Astera Labs Inc
4.17K
+ 141.4%
N/A
7.11K $0
Arista Networks Inc
6.84K
New
N/A
6.84K $0
SPXC
Spx Corp

Industrials
300
+ 12.85%
$128.78 - $154.37 $38.6K - $46.3K
2.64K $339K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
465
+ 4.11%
$25.27 - $28.3 $11.8K - $13.2K
11.8K $305K
VUG
Vanguard Growth ETF

ETFs
85
+ 10.19%
$369.1 - $427.61 $31.4K - $36.3K
919 $340K
SHOP
Shopify Inc.

Technology
239
+ 8.84%
$90.59 - $129.31 $21.7K - $30.9K
2.94K $280K
HTGC
Hercules Capital, Inc.

Financial Services
6.31K
+ 4.28%
$18.01 - $22.0 $114K - $139K
154K $2.96M
PH
Parker Hannifin Corp

Industrials
26
+ 2.63%
$591.65 - $707.05 $15.4K - $18.4K
1.01K $616K
QTWO
Q2 Holdings, Inc.

Technology
595
+ 19.87%
$71.37 - $102.68 $42.5K - $61.1K
3.59K $287K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
825
+ 35.29%
$100.91 - $174.52 $83.3K - $144K
3.16K $339K
DELL
Dell Technologies Inc.

Technology
1.3K
+ 23.47%
$90.34 - $124.66 $117K - $161K
6.81K $620K
RY
Royal Bank Of Canada

Financial Services
193
+ 3.94%
$108.81 - $123.4 $21K - $23.8K
5.09K $574K
NVO
Novo Nordisk A S

Healthcare
7.8K
+ 23.14%
$69.3 - $90.95 $541K - $710K
41.5K $2.88M
SLAB
Silicon Laboratories Inc.

Technology
27
+ 1.49%
$112.57 - $158.7 $3.04K - $4.28K
1.83K $206K
IYY
Ishares Tr

ETFs
7
+ 0.27%
$134.05 - $149.75 $938 - $1.05K
2.57K $348K
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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