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
KGC
Kinross Gold Corp

Basic Materials
783
+ 1.4%
$11.79 - $15.85 $9.23K - $12.4K
56.9K $889K
NEU
Newmarket Corp

Basic Materials
262
New
$519.95 - $690.86 $136K - $181K
262 $181K
PSN
Parsons Corp

Industrials
2.5K
New
$58.88 - $71.77 $147K - $179K
2.5K $179K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.87K
New
$84.41 - $106.28 $158K - $198K
1.87K $177K
PNC
Pnc Financial Services Group, Inc.

Financial Services
954
New
$149.76 - $186.42 $143K - $178K
954 $177K
VITL
Vital Farms, Inc.

Consumer Defensive
4.62K
New
$30.52 - $38.52 $141K - $178K
4.62K $177K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
309
New
$468.22 - $566.51 $145K - $175K
309 $175K
ABCB
Ameris Bancorp

Financial Services
2.68K
New
$50.69 - $64.92 $136K - $174K
2.68K $173K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.93K
+ 96.22%
$86.97 - $102.82 $168K - $199K
3.94K $378K
PAC
Pacific Airport Group

Industrials
752
New
$175.11 - $238.95 $132K - $180K
752 $172K
CSTL
Castle Biosciences Inc

Healthcare
8.36K
New
$15.8 - $21.98 $132K - $184K
8.36K $170K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
13.4K
New
$11.11 - $14.46 $149K - $194K
13.4K $167K
OKE
Oneok Inc

Energy
2.78K
+ 79.3%
$78.71 - $100.37 $219K - $279K
6.29K $513K
DLTR
Dollar Tree, Inc.

Consumer Defensive
702
+ 17.38%
$67.22 - $100.51 $47.2K - $70.6K
4.74K $469K
BK
Bank Of New York Mellon Corp

Financial Services
1.81K
New
$73.31 - $91.62 $133K - $166K
1.81K $165K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
1.71K
New
$89.4 - $99.04 $153K - $170K
1.71K $165K
ENB
Enbridge Inc

Energy
3.64K
New
$41.09 - $47.16 $149K - $171K
3.64K $164K
GHC
Graham Holdings CO

Consumer Defensive
174
New
$876.56 - $1003.53 $153K - $175K
174 $164K
KEYS
Keysight Technologies, Inc.

Technology
710
+ 22.13%
$127.02 - $165.4 $90.2K - $117K
3.92K $642K
NGG
National Grid PLC

Utilities
2.18K
New
$62.74 - $74.79 $137K - $163K
2.18K $162K
CINF
Cincinnati Financial Corp

Financial Services
1.08K
New
$126.6 - $151.6 $137K - $164K
1.08K $161K
HMY
Harmony Gold Mining CO LTD

Basic Materials
11.6K
New
$12.96 - $17.99 $150K - $208K
11.6K $161K
MUSA
Murphy Usa Inc.

Consumer Cyclical
396
New
$388.56 - $520.27 $154K - $206K
396 $161K
BMO
Bank Of Montreal

Financial Services
1.44K
New
$87.54 - $110.63 $126K - $159K
1.44K $158K
PANW
Palo Alto Networks Inc

Technology
372
+ 15.35%
$152.44 - $204.64 $56.7K - $76.1K
2.8K $571K
CBRE
Cbre Group, Inc.

Real Estate
1.12K
New
$113.94 - $140.12 $127K - $157K
1.12K $156K
ENTG
Entegris Inc

Technology
1.95K
New
$62.92 - $86.2 $122K - $168K
1.95K $156K
CLBT
Cellebrite Di Ltd.

Technology
9.8K
New
$15.47 - $20.14 $152K - $197K
9.8K $156K
DCI
Donaldson CO Inc

Industrials
2.24K
New
$59.18 - $71.02 $133K - $159K
2.24K $155K
FAS
Direxion Daily Financial Bull

ETFs
918
New
$105.31 - $168.6 $96.7K - $155K
918 $154K
CRPT
First Tr ETF Fd Viii Skybridge
6.6K
New
$10.82 - $23.21 $71.4K - $153K
6.6K $153K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
2.84K
New
$46.04 - $53.67 $131K - $152K
2.84K $152K
STX
Seagate Technology Holdings PLC

Technology
1.05K
New
$66.54 - $144.33 $70.1K - $152K
1.05K $152K
EWN
Ishares Msci Netherlnds ETF

ETFs
2.74K
New
$41.88 - $54.73 $115K - $150K
2.74K $149K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
524
New
$224.16 - $285.86 $117K - $150K
524 $149K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.28K
New
$91.62 - $116.16 $117K - $149K
1.28K $148K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
333
New
$421.16 - $509.5 $140K - $170K
333 $148K
WELL
Welltower Inc.

Real Estate
965
New
$136.49 - $155.22 $132K - $150K
965 $148K
PLD
Prologis, Inc.

Real Estate
1.38K
New
$89.76 - $112.34 $124K - $155K
1.38K $145K
ETN
Eaton Corp PLC

Industrials
51
+ 3.41%
$246.52 - $356.99 $12.6K - $18.2K
1.55K $551K
MPC
Marathon Petroleum Corp

Energy
181
+ 3.24%
$118.55 - $170.08 $21.5K - $30.8K
5.76K $956K
USXF
Ishares Esg Advanced Msci Usa

Technology
2.67K
New
$41.54 - $53.93 $111K - $144K
2.67K $143K
DGX
Quest Diagnostics Inc

Healthcare
1.05K
+ 51.4%
N/A
3.08K $422K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
756
+ 4.5%
$45.98 - $56.15 $34.8K - $42.4K
17.5K $985K
TRMB
Trimble Inc.

Technology
874
+ 12.04%
$55.12 - $75.98 $48.2K - $66.4K
8.14K $618K
CTAS
Cintas Corp

Industrials
229
+ 4.41%
$190.11 - $227.66 $43.5K - $52.1K
5.42K $1.21M
OTTR
Otter Tail Corp

Utilities
1.82K
New
$74.62 - $81.76 $136K - $149K
1.82K $140K
FLTW
Franklin Templeton ETF Tr

ETFs
2.68K
New
$37.15 - $52.99 $99.4K - $142K
2.68K $139K
HBAN
Huntington Bancshares Inc

Financial Services
3.39K
+ 7.32%
$12.49 - $16.76 $42.4K - $56.9K
49.7K $833K
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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