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
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
557
New
$86.58 - $104.98 $48.2K - $58.5K
557 $58K
WDAY
Workday, Inc.

Technology
243
New
$210.47 - $274.71 $51.1K - $66.8K
243 $58K
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.22K
New
$45.9 - $47.2 $56K - $57.6K
1.22K $57K
MGRC
Mcgrath Rentcorp

Industrials
494
New
$101.45 - $118.14 $50.1K - $58.4K
494 $57K
MOD
Modine Manufacturing CO

Consumer Cyclical
582
New
$69.3 - $105.57 $40.3K - $61.4K
582 $57K
TTWO
Take Two Interactive Software Inc

Communication Services
237
New
$194.58 - $243.05 $46.1K - $57.6K
237 $57K
AXON
Axon Enterprise, Inc.

Industrials
68
New
$497.13 - $827.94 $33.8K - $56.3K
68 $56K
IGV
Ishares Expanded Tech Software

ETFs
513
New
$80.15 - $109.5 $41.1K - $56.2K
513 $56K
RH
Rh

Consumer Cyclical
297
New
$145.66 - $249.35 $43.3K - $74.1K
297 $56K
SO
Southern CO

Utilities
611
New
$84.91 - $92.56 $51.9K - $56.6K
611 $56K
ALE
Allete Inc

Utilities
876
New
$63.53 - $65.71 $55.7K - $57.6K
876 $56K
APPF
Appfolio Inc

Technology
240
New
$192.02 - $234.65 $46.1K - $56.3K
240 $55K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.16K
New
$46.41 - $47.7 $53.9K - $55.4K
1.16K $55K
PWR
Quanta Services, Inc.

Industrials
146
New
$239.47 - $381.26 $35K - $55.7K
146 $55K
BAC
Bank Of America Corp

Financial Services
567
+ 10.94%
$34.39 - $47.46 $19.5K - $26.9K
5.75K $271K
SHV
Ishares Tr

ETFs
498
New
$110.06 - $110.46 $54.8K - $55K
498 $54K
MAR
Marriott International Inc

Consumer Cyclical
34
+ 2.64%
$211.12 - $274.14 $7.18K - $9.32K
1.32K $361K
QTWO
Q2 Holdings, Inc.

Technology
65
+ 1.81%
$68.72 - $95.27 $4.47K - $6.19K
3.65K $341K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
1.51K
New
$31.06 - $39.3 $46.9K - $59.3K
1.51K $54K
ALL
Allstate Corp

Financial Services
350
+ 11.97%
$180.53 - $212.64 $63.2K - $74.4K
3.28K $659K
BRP
Brp Group, Inc.

Financial Services
1.34K
New
N/A
1.34K $53K
CDW
Cdw Corp

Technology
77
+ 3.55%
$144.49 - $190.68 $11.1K - $14.7K
2.24K $400K
STZ
Constellation Brands, Inc.

Consumer Defensive
329
New
$160.0 - $195.62 $52.6K - $64.4K
329 $53K
EBAY
Ebay Inc

Consumer Cyclical
724
New
$59.52 - $79.36 $43.1K - $57.5K
724 $53K
PKB
Invesco Exchange Traded Fd Tr

ETFs
660
New
$62.05 - $80.65 $41K - $53.2K
660 $53K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
487
New
$90.58 - $109.05 $44.1K - $53.1K
487 $53K
CVS
Cvs Health Corp

Healthcare
778
New
$60.04 - $70.18 $46.7K - $54.6K
778 $53K
USB
Us Bancorp \De\

Financial Services
483
+ 4.59%
$36.4 - $45.76 $17.6K - $22.1K
11K $497K
LEN
Lennar Corp

Consumer Cyclical
477
New
$102.76 - $115.66 $49K - $55.2K
477 $52K
STT
State Street Corp

Financial Services
493
New
$75.33 - $106.34 $37.1K - $52.4K
493 $52K
TRGP
Targa Resources Corp.

Energy
303
New
$157.32 - $205.72 $47.7K - $62.3K
303 $52K
UTHR
United Therapeutics Corp

Healthcare
184
New
$276.47 - $328.4 $50.9K - $60.4K
184 $52K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
519
New
$83.8 - $101.39 $43.5K - $52.6K
519 $52K
WSM
Williams Sonoma Inc

Consumer Cyclical
228
+ 7.88%
$137.62 - $174.44 $31.4K - $39.8K
3.12K $509K
ENSG
Ensign Group, Inc

Healthcare
335
New
$119.93 - $156.36 $40.2K - $52.4K
335 $51K
EPAM
Epam Systems, Inc.

Technology
278
New
N/A
278 $51K
ECL
Ecolab Inc.

Basic Materials
117
+ 9.86%
$225.65 - $270.95 $26.4K - $31.7K
1.3K $351K
MSI
Motorola Solutions, Inc.

Technology
200
+ 10.09%
$394.72 - $440.39 $78.9K - $88.1K
2.18K $917K
PIPR
Piper Sandler Companies

Financial Services
30
+ 2.17%
$210.78 - $281.82 $6.32K - $8.45K
1.41K $391K
PBI
Pitney Bowes Inc

Industrials
4.63K
New
$7.81 - $10.94 $36.2K - $50.7K
4.63K $50K
POR
Portland General Electric CO

Utilities
1.24K
New
$39.96 - $44.75 $49.7K - $55.6K
1.24K $50K
PRU
Prudential Financial Inc

Financial Services
474
New
$95.12 - $112.71 $45.1K - $53.4K
474 $50K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
654
New
$62.73 - $78.42 $41K - $51.3K
654 $50K
RNA
Avidity Biosciences, Inc.

Healthcare
1.73K
New
$24.08 - $36.24 $41.6K - $62.6K
1.73K $49K
SAM
Boston Beer CO Inc

Consumer Defensive
260
New
$187.06 - $249.73 $48.6K - $64.9K
260 $49K
CFLT
Confluent, Inc.

Technology
1.97K
New
$19.44 - $24.93 $38.3K - $49.1K
1.97K $49K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
394
New
$49.95 - $128.54 $19.7K - $50.6K
394 $49K
MTRN
Materion Corp

Basic Materials
624
New
$72.15 - $84.25 $45K - $52.6K
624 $49K
SQ
Block, Inc.

Technology
858
New
N/A
858 $49K
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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