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
PH
Parker Hannifin Corp

Industrials
66
+ 6.51%
$517.23 - $700.54 $34.1K - $46.2K
1.08K $754K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
442
New
$177.93 - $313.14 $78.6K - $138K
442 $138K
WTM
White Mountains Insurance Group LTD

Financial Services
76
New
$1699.35 - $1901.99 $129K - $145K
76 $136K
FROG
J Frog LTD

Technology
3.1K
New
$27.99 - $44.55 $86.8K - $138K
3.1K $136K
MKL
Markel Corp

Financial Services
68
New
$1678.5 - $1997.36 $114K - $136K
68 $135K
TFC
Truist Financial Corp

Financial Services
3.13K
New
$34.79 - $42.99 $109K - $135K
3.13K $134K
BAP
Credicorp LTD

Financial Services
601
New
$169.89 - $223.9 $102K - $135K
601 $134K
RDY
Dr Reddys Laboratories LTD

Healthcare
8.87K
New
$12.36 - $16.17 $110K - $143K
8.87K $133K
MTB
M&T Bank Corp

Financial Services
687
New
$156.58 - $193.99 $108K - $133K
687 $133K
RGTI
Rigetti Computing, Inc.

Technology
11.3K
New
$7.5 - $14.29 $84.7K - $161K
11.3K $133K
VTI
Vanguard Total Stock Market Et

ETFs
431
New
$243.75 - $303.93 $105K - $131K
431 $130K
CHKP
Check Point Software Technologies LTD

Technology
728
+ 15.39%
$204.26 - $233.47 $149K - $170K
5.46K $1.21M
AER
Aer Cap Holdings N.V.

Industrials
1.11K
New
$88.97 - $117.24 $98.9K - $130K
1.11K $130K
WTS
Watts Water Technologies Inc

Industrials
319
+ 26.32%
$180.4 - $247.22 $57.5K - $78.9K
1.53K $376K
ACIW
Aci Worldwide, Inc.

Technology
2.79K
New
$44.59 - $57.17 $124K - $159K
2.79K $127K
WEC
Wec Energy Group, Inc.

Utilities
1.22K
New
$102.24 - $109.76 $125K - $134K
1.22K $127K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.66K
New
$44.64 - $47.48 $119K - $126K
2.66K $126K
KMB
Kimberly Clark Corp

Consumer Defensive
981
New
$126.84 - $145.22 $124K - $142K
981 $126K
EHC
Encompass Health Corp

Healthcare
526
+ 18.58%
$96.12 - $122.63 $50.6K - $64.5K
3.36K $411K
EMB
Ishares Tr

ETFs
1.2K
+ 19.05%
$86.54 - $92.62 $103K - $111K
7.47K $691K
CCI
Crown Castle International Corp

Real Estate
1.18K
New
$94.83 - $107.06 $112K - $126K
1.18K $121K
MLI
Mueller Industries Inc

Industrials
1.49K
New
$68.45 - $79.6 $102K - $119K
1.49K $118K
UNF
Unifirst Corp

Industrials
631
New
$161.86 - $189.64 $102K - $120K
631 $118K
NDAQ
Nasdaq, Inc.

Financial Services
268
+ 3.88%
$66.4 - $89.42 $17.8K - $24K
7.18K $641K
VONG
Vanguard Russell 1000 Growth E

ETFs
9
+ 0.13%
$82.51 - $109.2 $743 - $983
7.04K $769K
VMC
Vulcan Materials CO

Basic Materials
449
New
$226.49 - $276.01 $102K - $124K
449 $117K
CHWY
Chewy, Inc.

Consumer Cyclical
2.73K
New
$31.21 - $48.21 $85.3K - $132K
2.73K $116K
MPWR
Monolithic Power Systems Inc

Technology
19
+ 2.84%
$455.19 - $737.73 $8.65K - $14K
689 $503K
UNP
Union Pacific Corp

Industrials
502
New
$208.27 - $238.46 $105K - $120K
502 $115K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
186
+ 1.09%
$81.84 - $93.53 $15.2K - $17.4K
17.3K $1.6M
AEP
American Electric Power CO Inc

Utilities
1.09K
New
$98.59 - $109.11 $108K - $119K
1.09K $113K
CHDN
Churchill Downs Inc

Consumer Cyclical
1.12K
New
$87.99 - $111.79 $98.7K - $125K
1.12K $113K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.23K
New
$49.79 - $50.75 $111K - $113K
2.23K $112K
ADMA
Adma Biologics, Inc.

Healthcare
6.1K
New
$17.6 - $24.51 $107K - $149K
6.1K $111K
ALLY
Ally Financial Inc.

Financial Services
2.87K
New
$30.09 - $38.95 $86.4K - $112K
2.87K $111K
GILD
Gilead Sciences, Inc.

Healthcare
1K
New
$96.91 - $113.0 $97K - $113K
1K $110K
DORM
Dorman Products, Inc.

Consumer Cyclical
893
New
$108.29 - $132.03 $96.7K - $118K
893 $109K
SPXC
Spx Corp

Industrials
39
+ 1.48%
$120.66 - $167.68 $4.71K - $6.54K
2.67K $448K
UPS
United Parcel Service Inc

Industrials
1.08K
New
$91.92 - $110.2 $99.6K - $119K
1.08K $109K
PAYX
Paychex Inc

Industrials
746
New
$137.01 - $159.78 $102K - $119K
746 $108K
SMPL
Simply Good Foods CO

Consumer Defensive
3.44K
New
$31.59 - $38.0 $109K - $131K
3.44K $108K
RTX
Raytheon Technologies Corp

Industrials
744
New
$113.75 - $148.48 $84.6K - $110K
744 $108K
XEL
Xcel Energy Inc

Utilities
1.77K
+ 40.57%
$65.65 - $72.39 $116K - $128K
6.12K $416K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
3.38K
New
$28.45 - $33.08 $96.1K - $112K
3.38K $107K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.07K
New
$18.94 - $21.67 $96.1K - $110K
5.07K $107K
PEG
Public Service Enterprise Group Inc

Utilities
1.27K
New
$77.13 - $84.18 $97.6K - $106K
1.27K $106K
EDEN
Ishares Tr Msci Denmark ETF

ETFs
931
New
$93.26 - $122.6 $86.8K - $114K
931 $105K
SM
Sm Energy CO

Energy
4.27K
New
$20.39 - $30.52 $87K - $130K
4.27K $105K
GTES
Gates Industrial Corp PLC

Industrials
4.6K
New
$15.56 - $23.13 $71.5K - $106K
4.6K $105K
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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