Mount Yale Investment Advisors, LLC Incresed Positions in Q1 2025

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
46.7K
+ 62.86%
$57.21 - $65.8 $2.67M - $3.07M
121K $7.06M
SE
Sea LTD

Consumer Cyclical
8.49K
+ 29.61%
$104.87 - $146.31 $890K - $1.24M
37.2K $4.85M
SBAC
Sba Communications Corp

Real Estate
5.7K
+ 62.63%
$192.76 - $224.91 $1.1M - $1.28M
14.8K $3.26M
SLV
I Shares Silver Trust

ETFs
37.6K
+ 86.87%
$26.93 - $31.32 $1.01M - $1.18M
80.8K $2.5M
GLD
Spdr Gold Trust

ETFs
1.19K
+ 5.85%
$243.19 - $288.14 $290K - $343K
21.5K $6.2M
IVE
Ishares S&P 500 Value ETF

ETFs
6.12K
+ 40.84%
$185.78 - $198.58 $1.14M - $1.22M
21.1K $4.02M
AZN
Astrazeneca PLC

Healthcare
10.4K
+ 23.34%
$65.37 - $77.96 $681K - $812K
55.1K $4.05M
KO
Coca Cola CO

Consumer Defensive
12.2K
+ 83.32%
$60.81 - $72.32 $743K - $883K
26.9K $1.92M
QCOM
Qualcomm Inc

Technology
6.59K
+ 31.49%
$151.94 - $175.86 $1M - $1.16M
27.5K $4.22M
COP
Conocophillips

Energy
8.19K
+ 82.96%
$88.6 - $105.85 $726K - $867K
18.1K $1.9M
CSCO
Cisco Systems, Inc.

Technology
12.9K
+ 92.71%
$58.74 - $64.87 $759K - $838K
26.9K $1.66M
JPIE
J P Morgan Exchange Traded Fd
14.7K
+ 4.79%
$45.46 - $46.18 $667K - $677K
321K $14.8M
BWA
Borgwarner Inc

Consumer Cyclical
34.9K
+ 56.75%
$27.78 - $32.9 $971K - $1.15M
96.5K $2.77M
ELV
Elevance Health, Inc.

Healthcare
1.16K
+ 28.19%
$365.9 - $436.25 $424K - $506K
5.28K $2.29M
NXPI
Nxp Semiconductors N.V.

Technology
5.19K
+ 36.91%
$189.99 - $245.86 $986K - $1.28M
19.2K $3.66M
NRG
Nrg Energy, Inc.

Utilities
7.26K
+ 251.56%
$84.82 - $113.33 $615K - $822K
10.1K $967K
WMT
Walmart Inc.

Consumer Defensive
8.04K
+ 217.21%
$84.5 - $105.05 $679K - $845K
11.7K $1.03M
UHS
Universal Health Services Inc

Healthcare
3.09K
+ 23.47%
$163.99 - $193.27 $507K - $597K
16.3K $3.06M
SCHW
Schwab Charles Corp

Financial Services
6.45K
+ 22.38%
$71.24 - $83.64 $459K - $539K
35.2K $2.76M
PEP
Pepsico Inc

Consumer Defensive
4.39K
+ 27.43%
$142.64 - $156.42 $626K - $687K
20.4K $3.06M
CVX
Chevron Corp

Energy
734
+ 3.42%
$146.71 - $167.97 $108K - $123K
22.2K $3.71M
MDT
Medtronic PLC

Healthcare
5.37K
+ 54.1%
$79.84 - $94.5 $429K - $507K
15.3K $1.37M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
15.5K
+ 73.9%
$30.38 - $34.94 $470K - $541K
36.4K $1.25M
ROK
Rockwell Automation, Inc

Industrials
2.42K
+ 96.83%
$255.29 - $303.75 $617K - $734K
4.91K $1.27M
HALO
Halozyme Therapeutics, Inc.

Healthcare
7.26K
+ 128.03%
$47.74 - $65.16 $347K - $473K
12.9K $825K
MRK
Merck & Co., Inc.

Healthcare
11.1K
+ 23.1%
$83.01 - $101.02 $922K - $1.12M
59.2K $5.31M
HOOD
Robinhood Markets, Inc.

Technology
11.8K
+ 184.47%
$35.63 - $65.28 $419K - $768K
18.1K $755K
XLU
Utilities Sector Spdr

ETFs
6.3K
+ 78.19%
$74.7 - $80.27 $471K - $506K
14.4K $1.12M
FANG
Diamondback Energy, Inc.

Energy
3.16K
+ 162.4%
$139.9 - $180.18 $442K - $570K
5.11K $816K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
3.18K
+ 132.87%
$166.63 - $185.86 $530K - $591K
5.58K $928K
NKE
Nike, Inc.

Consumer Cyclical
13.5K
+ 44.75%
$63.29 - $81.72 $853K - $1.1M
43.6K $2.77M
AMAT
Applied Materials Inc

Technology
5.12K
+ 34.02%
$145.06 - $195.51 $743K - $1M
20.2K $2.93M
LLY
Eli Lilly & CO

Healthcare
295
+ 7.32%
$725.72 - $929.72 $214K - $274K
4.33K $3.57M
UBER
Uber Technologies, Inc

Technology
4.4K
+ 43.66%
$63.17 - $81.49 $278K - $359K
14.5K $1.05M
CME
Cme Group Inc.

Financial Services
270
+ 2.66%
$225.82 - $266.54 $61K - $72K
10.4K $2.76M
UL
Unilever PLC

Consumer Defensive
5.43K
+ 20.76%
$54.72 - $60.29 $297K - $327K
31.6K $1.88M
MA
Mastercard Inc

Financial Services
537
+ 12.8%
$504.67 - $576.31 $271K - $309K
4.73K $2.59M
WFC
Wells Fargo & Company

Financial Services
4.64K
+ 16.25%
$66.78 - $81.42 $310K - $378K
33.2K $2.38M
FLEX
Flex Ltd.

Technology
13.7K
+ 77.18%
$32.92 - $44.46 $452K - $611K
31.5K $1.04M
KGC
Kinross Gold Corp

Basic Materials
18.5K
+ 49.23%
$9.69 - $12.61 $179K - $233K
56.1K $707K
EQNR
Equinor Asa

Energy
12.4K
+ 119.78%
$22.37 - $26.45 $276K - $327K
22.7K $599K
IAU
Ishares Gold Trust

ETFs
4.69K
+ 75.33%
$49.74 - $58.96 $233K - $277K
10.9K $644K
EOG
Eog Resources Inc

Energy
2.29K
+ 39.29%
$120.54 - $138.05 $276K - $316K
8.13K $1.04M
SNY
Sanofi

Healthcare
2.45K
+ 9.88%
$48.15 - $59.42 $118K - $146K
27.3K $1.51M
MELI
Mercadolibre Inc

Consumer Cyclical
38
+ 3.95%
$1739.0 - $2260.0 $66.1K - $85.9K
999 $1.95M
NVS
Novartis Ag

Healthcare
58
+ 0.27%
$97.14 - $115.57 $5.63K - $6.7K
21.2K $2.36M
WMB
Williams Companies, Inc.

Energy
2.72K
+ 11.41%
$54.02 - $61.09 $147K - $166K
26.5K $1.58M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
101
+ 21.0%
$1187.71 - $1432.58 $120K - $145K
582 $833K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.89K
+ 8.91%
$168.16 - $186.21 $486K - $539K
35.4K $6.04M
Activity Summary
Buys All Purchases 239 New Holdings 41 Increased Positions 198 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 3 Puts 0
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