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
SYF
Synchrony Financial

Financial Services
1.28K
New
$43.81 - $66.74 $56.1K - $85.4K
1.28K $85K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
621
New
$106.81 - $136.49 $66.3K - $84.8K
621 $84K
IPAR
Inter Parfums Inc

Consumer Defensive
642
New
$99.7 - $141.48 $64K - $90.8K
642 $84K
MATX
Matson, Inc.

Industrials
761
New
$93.11 - $132.21 $70.9K - $101K
761 $84K
NVR
Nvr Inc

Consumer Cyclical
1
+ 0.19%
$6700.0 - $7410.93 $6.7K - $7.41K
537 $3.97M
ABNB
Airbnb, Inc.

Consumer Cyclical
641
New
$105.69 - $140.64 $67.7K - $90.2K
641 $84K
LANC
Lancaster Colony Corp

Consumer Defensive
480
New
$159.67 - $192.9 $76.6K - $92.6K
480 $82K
IRM
Iron Mountain Inc

Real Estate
791
New
$76.93 - $105.25 $60.9K - $83.3K
791 $81K
LAD
Lithia Motors Inc

Consumer Cyclical
43
+ 2.84%
$271.94 - $339.35 $11.7K - $14.6K
1.56K $525K
ALKS
Alkermes Plc.

Healthcare
2.86K
New
$26.59 - $32.65 $76.1K - $93.4K
2.86K $81K
AJG
Arthur J. Gallagher & Co.

Financial Services
371
+ 24.3%
$310.86 - $348.77 $115K - $129K
1.9K $607K
ZWS
Zurn Water Solutions Corp

Industrials
2.19K
New
$28.5 - $37.54 $62.3K - $82.1K
2.19K $79K
ARCB
Arcbest Corp

Industrials
757
+ 24.8%
$56.73 - $77.01 $42.9K - $58.3K
3.81K $293K
ROKU
Roku, Inc

Communication Services
880
New
$55.1 - $87.89 $48.5K - $77.3K
880 $77K
FISV
Fiserv Inc

Technology
619
+ 15.67%
N/A
4.57K $571K
UL
Unilever PLC

Consumer Defensive
433
+ 1.37%
$57.9 - $65.43 $25.1K - $28.3K
32K $1.96M
CTS
Cts Corp

Technology
1.79K
New
$34.96 - $43.62 $62.6K - $78.1K
1.79K $76K
CLH
Clean Harbors Inc

Industrials
331
New
$182.1 - $233.5 $60.3K - $77.3K
331 $76K
FOXA
Fox Corp

Communication Services
1.36K
New
$47.21 - $57.04 $64.4K - $77.8K
1.36K $76K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.02K
New
$59.98 - $74.92 $61.4K - $76.7K
1.02K $76K
INDA
Ishares Msci India Index Fund

ETFs
1.37K
New
$49.13 - $55.86 $67.1K - $76.3K
1.37K $76K
FE
Firstenergy Corp

Utilities
1.93K
+ 11.4%
$38.31 - $43.17 $74.1K - $83.5K
18.9K $761K
SIBN
Si Bone, Inc.

Healthcare
272
+ 1.87%
$13.05 - $19.71 $3.55K - $5.36K
14.8K $279K
TRP
Tc Energy Corp

Energy
847
+ 3.98%
$44.48 - $51.4 $37.7K - $43.5K
22.1K $1.08M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
914
+ 29.29%
$225.56 - $335.19 $206K - $306K
4.03K $958K
FFIV
F5, Inc.

Technology
253
New
$239.25 - $295.9 $60.5K - $74.9K
253 $74K
PFG
Principal Financial Group Inc

Financial Services
938
New
$69.56 - $86.19 $65.2K - $80.8K
938 $74K
RGA
Reinsurance Group Of America Inc

Financial Services
377
New
$168.32 - $209.71 $63.5K - $79.1K
377 $74K
IAU
Ishares Gold Trust

ETFs
595
+ 5.45%
$56.1 - $64.74 $33.4K - $38.5K
11.5K $718K
ASX
Ase Technology Holding Co., Ltd.

Technology
7.07K
New
$7.42 - $10.65 $52.5K - $75.3K
7.07K $73K
MLTX
Moon Lake Immunotherapeutics

Healthcare
1.57K
New
$32.84 - $51.05 $51.4K - $79.9K
1.57K $73K
QLYS
Qualys, Inc.

Technology
511
New
$115.21 - $142.87 $58.9K - $73K
511 $73K
FTDR
Frontdoor, Inc.

Consumer Cyclical
1.23K
New
$37.35 - $59.68 $45.9K - $73.4K
1.23K $72K
HQY
Healthequity, Inc.

Healthcare
152
+ 4.46%
$76.77 - $113.06 $11.7K - $17.2K
3.56K $373K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.11K
New
$22.43 - $23.23 $69.8K - $72.2K
3.11K $72K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
503
New
$87.64 - $143.29 $44.1K - $72.1K
503 $72K
SOFI
So Fi Technologies, Inc.

Financial Services
3.98K
New
$9.5 - $18.21 $37.8K - $72.4K
3.98K $72K
INTC
Intel Corp

Technology
3.3K
+ 30.37%
$18.13 - $22.69 $59.8K - $74.8K
14.2K $317K
LSCC
Lattice Semiconductor Corp

Technology
1.45K
New
$37.84 - $56.0 $54.9K - $81.3K
1.45K $71K
TCOM
Trip.Com Group LTD

Consumer Cyclical
1.21K
New
$52.21 - $67.1 $63.4K - $81.5K
1.21K $71K
TROW
Price T Rowe Group Inc

Financial Services
726
New
$80.27 - $98.06 $58.3K - $71.2K
726 $70K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
565
New
$110.23 - $131.5 $62.3K - $74.3K
565 $69K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.25K
New
$50.53 - $212.53 $63.1K - $265K
1.25K $69K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.45K
New
$46.39 - $47.84 $67.5K - $69.6K
1.45K $69K
ATEC
Alphatec Holdings, Inc.

Healthcare
4.71K
+ 29.53%
$9.43 - $13.03 $44.4K - $61.3K
20.7K $229K
FIX
Comfort Systems Usa Inc

Industrials
128
New
$296.51 - $536.21 $38K - $68.6K
128 $68K
HES
Hess Corp

Energy
498
New
$126.32 - $161.29 $62.9K - $80.3K
498 $68K
ITB
Ishares Tr

ETFs
737
New
$85.52 - $96.61 $63K - $71.2K
737 $68K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.74K
New
$30.87 - $39.17 $53.8K - $68.2K
1.74K $68K
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
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email