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
POST
Post Holdings, Inc.

Consumer Defensive
624
New
$107.47 - $118.46 $67.1K - $73.9K
624 $68K
PCOR
Procore Technologies, Inc.

Technology
996
New
$56.26 - $72.4 $56K - $72.1K
996 $68K
ARCC
Ares Capital Corp

Financial Services
3.09K
New
$18.91 - $22.43 $58.4K - $69.3K
3.09K $67K
BCPC
Balchem Corp

Basic Materials
425
New
$150.5 - $170.45 $64K - $72.4K
425 $67K
BLDR
Builders First Source, Inc.

Industrials
578
New
$105.63 - $131.12 $61.1K - $75.8K
578 $67K
LNG
Cheniere Energy, Inc.

Energy
277
New
$197.25 - $244.33 $54.6K - $67.7K
277 $67K
PLUS
Eplus Inc

Technology
934
New
$54.77 - $74.09 $51.2K - $69.2K
934 $67K
RVLV
Revolve Group, Inc.

Consumer Cyclical
3.37K
New
$17.07 - $22.57 $57.5K - $76K
3.37K $67K
IXJ
Ishares Global Healthcare ETF

ETFs
772
New
$82.3 - $90.02 $63.5K - $69.5K
772 $66K
MOS
Mosaic CO

Basic Materials
1.81K
New
$22.76 - $36.95 $41.3K - $67K
1.81K $66K
FLS
Flowserve Corp

Industrials
1.23K
New
$39.49 - $53.64 $48.7K - $66.1K
1.23K $64K
HAE
Haemonetics Corp

Healthcare
863
New
$56.04 - $74.77 $48.4K - $64.5K
863 $64K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.11K
New
$47.24 - $58.55 $52.4K - $64.9K
1.11K $64K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
2.11K
New
$28.81 - $34.65 $60.7K - $73K
2.11K $64K
VOT
Vanguard Mid Cap Growth Index

ETFs
228
New
$216.28 - $284.39 $49.3K - $64.8K
228 $64K
AMT
American Tower Corp

Real Estate
293
New
$203.96 - $228.19 $59.8K - $66.9K
293 $64K
CTVA
Corteva, Inc.

Basic Materials
849
New
$55.52 - $74.53 $47.1K - $63.3K
849 $63K
EXP
Eagle Materials Inc

Basic Materials
313
New
$193.68 - $241.95 $60.6K - $75.7K
313 $63K
INCY
Incyte Corp

Healthcare
932
New
$55.17 - $71.22 $51.4K - $66.4K
932 $63K
IQV
Iqvia Holdings Inc.

Healthcare
404
New
$137.0 - $174.37 $55.3K - $70.4K
404 $63K
PSMT
Pricesmart Inc

Consumer Defensive
607
New
$82.12 - $108.35 $49.8K - $65.8K
607 $63K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.11%
$329.49 - $438.4 $329 - $438
920 $403K
AKAM
Akamai Technologies Inc

Technology
691
+ 7.71%
N/A
9.65K $876K
GTLB
Gitlab Inc.

Technology
1.4K
New
$40.52 - $53.43 $56.6K - $74.6K
1.4K $62K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
1.25K
New
$42.56 - $50.32 $53.1K - $62.8K
1.25K $62K
MTDR
Matador Resources CO

Energy
1.73K
+ 27.78%
$36.67 - $52.23 $63.4K - $90.3K
7.95K $379K
MTCH
Match Group, Inc.

Communication Services
2.04K
New
$27.03 - $31.93 $55K - $65K
2.04K $62K
OHI
Omega Healthcare Investors Inc

Real Estate
1.72K
New
$35.55 - $39.05 $61K - $67K
1.72K $62K
ZION
Zions Bancorporation, National Association

Financial Services
1.2K
New
$41.39 - $51.94 $49.6K - $62.3K
1.2K $62K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
494
New
$103.88 - $123.68 $51.3K - $61.1K
494 $61K
NOG
Northern Oil & Gas, Inc.

Energy
2.8K
+ 27.87%
$20.6 - $32.16 $57.7K - $90K
12.8K $364K
DLB
Dolby Laboratories, Inc.

Industrials
808
New
$69.36 - $81.21 $56K - $65.6K
808 $60K
GD
General Dynamics Corp

Industrials
50
+ 2.13%
$247.68 - $291.66 $12.4K - $14.6K
2.4K $700K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
227
New
$201.28 - $266.34 $45.7K - $60.5K
227 $60K
IDYA
Ideaya Biosciences, Inc.

Healthcare
2.89K
New
$14.5 - $22.63 $41.9K - $65.5K
2.89K $60K
NGVT
Ingevity Corp

Basic Materials
1.4K
New
$29.88 - $44.53 $41.9K - $62.4K
1.4K $60K
LECO
Lincoln Electric Holdings Inc

Industrials
56
+ 2.11%
$167.18 - $211.38 $9.36K - $11.8K
2.71K $561K
MSCI
Msci Inc.

Financial Services
105
New
$506.56 - $576.74 $53.2K - $60.6K
105 $60K
SHEL
Shell PLC

Energy
1.31K
+ 11.85%
$59.75 - $73.05 $78.1K - $95.5K
12.3K $868K
CCL
Carnival Corp

Consumer Cyclical
2.13K
New
$16.43 - $28.12 $35K - $59.8K
2.13K $59K
CERT
Certara, Inc.

Healthcare
5.08K
New
$9.05 - $14.47 $46K - $73.5K
5.08K $59K
EXEL
Exelixis, Inc.

Healthcare
1.36K
New
$34.13 - $46.26 $46.3K - $62.8K
1.36K $59K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
113
New
$483.07 - $625.6 $54.6K - $70.7K
113 $59K
WY
Weyerhaeuser CO

Real Estate
2.3K
New
$24.69 - $29.48 $56.8K - $67.8K
2.3K $59K
AMCR
Amcor PLC

Consumer Cyclical
6.51K
New
$8.57 - $9.81 $55.8K - $63.8K
6.51K $59K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
6.1K
New
$9.28 - $10.1 $56.6K - $61.6K
6.1K $58K
BYD
Boyd Gaming Corp

Consumer Cyclical
70
+ 1.64%
$60.8 - $79.02 $4.26K - $5.53K
4.34K $339K
DBX
Dropbox, Inc.

Technology
2.06K
New
$25.42 - $29.7 $52.2K - $61K
2.06K $58K
LKQ
Lkq Corp

Consumer Cyclical
1.58K
New
$36.86 - $43.38 $58.3K - $68.6K
1.58K $58K
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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