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
ITRI
Itron, Inc.

Technology
115
+ 3.5%
$92.04 - $132.78 $10.6K - $15.3K
3.4K $447K
SPG
Simon Property Group Inc

Real Estate
649
New
$140.37 - $171.44 $91.1K - $111K
649 $104K
SF
Stifel Financial Corp

Financial Services
1.01K
New
$76.49 - $103.78 $77.3K - $105K
1.01K $104K
MDB
Mongo Db, Inc.

Technology
499
New
$145.85 - $225.38 $72.8K - $112K
499 $104K
ITW
Illinois Tool Works Inc

Industrials
420
New
$218.41 - $252.43 $91.7K - $106K
420 $103K
DINO
Hf Sinclair Corp

Energy
2.51K
New
$25.91 - $41.85 $65K - $105K
2.51K $102K
NSP
Insperity, Inc.

Industrials
1.71K
New
$58.55 - $89.92 $100K - $154K
1.71K $102K
OTIS
Otis Worldwide Corp

Industrials
1.03K
New
$90.88 - $104.3 $94K - $108K
1.03K $102K
LDOS
Leidos Holdings, Inc.

Technology
166
+ 5.04%
$132.9 - $160.3 $22.1K - $26.6K
3.46K $546K
AUB
Atlantic Union Bankshares Corp

Financial Services
3.25K
New
$23.85 - $32.24 $77.6K - $105K
3.25K $101K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
3.43K
New
$24.57 - $29.72 $84.2K - $102K
3.43K $101K
PHM
Pultegroup Inc

Consumer Cyclical
961
New
$92.02 - $106.54 $88.4K - $102K
961 $101K
F
Ford Motor CO

Consumer Cyclical
9.34K
New
$8.69 - $10.85 $81.1K - $101K
9.34K $101K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
3.48K
New
$25.56 - $33.76 $89K - $118K
3.48K $100K
TTC
Toro CO

Industrials
1.42K
New
$63.51 - $77.8 $90K - $110K
1.42K $100K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
1.37K
New
$56.27 - $73.32 $76.9K - $100K
1.37K $99K
VNT
Vontier Corp

Technology
2.71K
New
$28.04 - $37.3 $75.8K - $101K
2.71K $99K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.08K
New
$74.88 - $91.97 $81K - $99.5K
1.08K $99K
INFY
Infosys LTD

Technology
4.85K
+ 20.46%
$16.14 - $18.75 $78.3K - $91K
28.6K $529K
AEIS
Advanced Energy Industries Inc

Industrials
729
New
$79.03 - $133.84 $57.6K - $97.6K
729 $96K
NBIX
Neurocrine Biosciences Inc

Healthcare
768
New
$87.54 - $128.18 $67.2K - $98.4K
768 $96K
ATKR
Atkore Inc.

Industrials
1.37K
New
$52.02 - $71.15 $71.3K - $97.5K
1.37K $96K
LSTR
Landstar System Inc

Industrials
690
New
$131.55 - $151.93 $90.8K - $105K
690 $95K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
311
New
$267.56 - $340.8 $83.2K - $106K
311 $94K
NTAP
Net App, Inc.

Technology
885
New
$76.1 - $106.55 $67.3K - $94.3K
885 $94K
SRRK
Scholar Rock Holding Corp

Healthcare
2.67K
New
$24.47 - $36.39 $65.2K - $97K
2.67K $94K
KMI
Kinder Morgan, Inc.

Energy
3.21K
New
$25.21 - $29.4 $80.8K - $94.3K
3.21K $94K
BWXT
Bwx Technologies, Inc.

Industrials
646
New
$89.24 - $144.06 $57.6K - $93.1K
646 $93K
CMI
Cummins Inc

Industrials
284
New
$267.12 - $336.65 $75.9K - $95.6K
284 $93K
ITT
Itt Inc.

Industrials
597
New
$112.67 - $157.95 $67.3K - $94.3K
597 $93K
NYT
New York Times CO

Communication Services
1.65K
New
$45.37 - $57.12 $74.7K - $94K
1.65K $92K
DEO
Diageo PLC

Consumer Defensive
1.08K
+ 24.79%
$99.86 - $115.75 $107K - $125K
5.42K $546K
XLE
Energy Sector Spdr

ETFs
2.31K
+ 17.06%
$76.44 - $94.13 $176K - $217K
15.8K $1.34M
BRC
Brady Corp

Industrials
1.35K
New
$64.32 - $76.24 $86.6K - $103K
1.35K $91K
NPO
Enpro Industries, Inc

Industrials
196
+ 10.82%
$137.27 - $193.1 $26.9K - $37.8K
2.01K $384K
LII
Lennox International Inc

Industrials
159
New
$508.76 - $605.77 $80.9K - $96.3K
159 $91K
MSTR
Microstrategy Inc

Technology
227
New
$237.95 - $421.61 $54K - $95.7K
227 $91K
SR
Spire Inc

Utilities
1.45K
+ 52.54%
$71.03 - $79.07 $103K - $114K
4.2K $306K
PEGA
Pegasystems Inc

Technology
1.67K
New
$49.95 - $103.29 $83.3K - $172K
1.67K $90K
BLD
Top Build Corp

Industrials
280
New
$275.93 - $326.59 $77.3K - $91.4K
280 $90K
VO
Vanguard Mid Cap ETF

ETFs
324
New
$228.54 - $279.83 $74K - $90.7K
324 $90K
CSX
Csx Corp

Industrials
2.74K
New
$26.69 - $32.91 $73.1K - $90.1K
2.74K $89K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1.55K
New
N/A
1.55K $89K
MUB
Ishares National Muni Bond ETF

ETFs
908
+ 13.2%
$102.31 - $105.8 $92.9K - $96.1K
7.79K $813K
BRKR
Bruker Corp

Healthcare
2.12K
New
$35.5 - $42.18 $75.1K - $89.2K
2.12K $87K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
442
New
$139.8 - $197.22 $61.8K - $87.2K
442 $87K
FLAU
Franklin Templeton ETF Tr

ETFs
2.84K
New
$24.52 - $31.58 $69.5K - $89.6K
2.84K $87K
BALL
Ball Corp

Consumer Cyclical
1.54K
New
$44.94 - $56.99 $69.1K - $87.6K
1.54K $86K
CHTR
Charter Communications, Inc.

Communication Services
211
New
$321.68 - $427.25 $67.9K - $90.1K
211 $86K
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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