Mount Yale Investment Advisors, LLC Incresed Positions in Q3 2024

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
147K
+ 432.04%
$56.04 - $62.99 $8.27M - $9.29M
182K $11.1M
NKE
Nike, Inc.

Consumer Cyclical
50K
+ 558.81%
$71.09 - $89.44 $3.56M - $4.47M
59K $5.21M
HON
Honeywell International Inc

Industrials
21.6K
+ 461.64%
$196.73 - $220.21 $4.24M - $4.75M
26.2K $5.42M
MRK
Merck & Co., Inc.

Healthcare
40K
+ 189.28%
$111.15 - $128.97 $4.44M - $5.16M
61.1K $6.94M
AVGO
Broadcom Inc.

Technology
36.5K
+ 1554.92%
$136.27 - $1745.86 $4.98M - $63.8M
38.9K $6.71M
EFV
Msci Eafe Value ETF

ETFs
45.9K
+ 113.05%
$51.72 - $57.96 $2.38M - $2.66M
86.6K $4.98M
PGR
Progressive Corp

Financial Services
1.04K
+ 4.52%
$209.46 - $259.24 $218K - $269K
24K $6.1M
SPOT
Spotify Technology S.A.

Communication Services
636
+ 3.53%
$290.16 - $384.01 $185K - $244K
18.6K $6.87M
GFL
Gfl Environmental Inc.

Industrials
28.1K
+ 101.64%
$37.64 - $43.49 $1.06M - $1.22M
55.8K $2.23M
JPIE
J P Morgan Exchange Traded Fd
17.5K
+ 6.55%
$45.17 - $46.39 $789K - $811K
284K $13.2M
XLK
Technology Sector Spdr

ETFs
4.71K
+ 9.24%
$197.34 - $237.68 $929K - $1.12M
55.7K $12.6M
ORCL
Oracle Corp

Technology
3.38K
+ 27.54%
$125.9 - $170.35 $425K - $575K
15.6K $2.66M
AES
Aes Corp

Utilities
10.4K
+ 4.0%
$16.18 - $20.07 $169K - $210K
272K $5.45M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.46K
+ 72.73%
$210.25 - $231.86 $727K - $802K
8.22K $1.83M
USFD
Us Foods Holding Corp.

Consumer Defensive
11.4K
+ 94.75%
$50.06 - $62.82 $572K - $718K
23.5K $1.45M
TSLA
Tesla, Inc.

Consumer Cyclical
567
+ 5.84%
$191.76 - $263.26 $109K - $149K
10.3K $2.69M
NVS
Novartis Ag

Healthcare
5.05K
+ 29.52%
$106.13 - $120.89 $536K - $611K
22.2K $2.55M
MCD
Mcdonalds Corp

Consumer Cyclical
1.82K
+ 52.39%
$245.82 - $304.51 $447K - $554K
5.29K $1.61M
AON
Aon PLC

Financial Services
234
+ 2.11%
$293.16 - $351.06 $68.6K - $82.1K
11.3K $3.92M
ONTO
Onto Innovation Inc.

Technology
3.25K
+ 183.02%
$158.45 - $238.04 $514K - $772K
5.02K $1.04M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
6.49K
+ 9.36%
$39.47 - $49.4 $256K - $320K
75.8K $3.6M
CPNG
Coupang, Inc.

Consumer Cyclical
8.54K
+ 11.74%
$19.79 - $24.92 $169K - $213K
81.3K $2M
ADP
Automatic Data Processing Inc

Industrials
599
+ 8.16%
$233.44 - $279.45 $140K - $167K
7.94K $2.2M
RDVY
First Trust Rising Dividend Ac

ETFs
3.18K
+ 5.9%
$53.68 - $59.24 $171K - $188K
57.1K $3.38M
ETN
Eaton Corp PLC

Industrials
1.15K
+ 63.42%
$272.52 - $333.02 $312K - $382K
2.95K $978K
CUBE
Cube Smart

Real Estate
3.76K
+ 15.54%
$43.74 - $54.55 $165K - $205K
28K $1.51M
PTC
Ptc Inc.

Technology
2.2K
+ 126.3%
$164.85 - $187.32 $363K - $413K
3.95K $713K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.3K
+ 6.38%
$138.82 - $162.76 $181K - $212K
21.7K $3.54M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.53K
+ 98.72%
$71.9 - $79.86 $326K - $362K
9.13K $725K
VLO
Valero Energy Corp

Energy
3.6K
+ 75.99%
$132.81 - $163.48 $478K - $588K
8.33K $1.13M
LOW
Lowes Companies Inc

Consumer Cyclical
610
+ 14.37%
$213.3 - $270.78 $130K - $165K
4.86K $1.31M
IWM
Ishares Russell 2000 ETF

ETFs
140
+ 0.75%
$200.87 - $224.6 $28.1K - $31.4K
18.7K $4.13M
DGRO
Ishares Core Dividend Growth E

ETFs
1.45K
+ 2.7%
$57.47 - $62.76 $83.2K - $90.9K
55.2K $3.46M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.38K
+ 71.28%
$96.25 - $101.98 $325K - $345K
8.12K $822K
HOLX
Hologic Inc

Healthcare
3.39K
+ 39.61%
$73.48 - $83.64 $249K - $284K
11.9K $973K
CME
Cme Group Inc.

Financial Services
398
+ 4.11%
$193.43 - $220.62 $77K - $87.8K
10.1K $2.23M
NRG
Nrg Energy, Inc.

Utilities
2.8K
+ 77.67%
$68.89 - $91.22 $193K - $255K
6.41K $583K
MMM
3 M CO

Industrials
95
+ 1.14%
$99.69 - $139.42 $9.47K - $13.2K
8.46K $1.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
509
+ 102.41%
$475.2 - $527.7 $242K - $269K
1.01K $530K
VRT
Vertiv Holdings CO

Industrials
3.04K
+ 33.13%
$86.66 - $86.66 $263K - $263K
12.2K $1.06M
DKNG
Draft Kings Inc.

Consumer Cyclical
6.22K
+ 42.64%
$29.85 - $41.1 $186K - $256K
20.8K $815K
TECK
Teck Resources LTD

Basic Materials
4.29K
+ 64.43%
$43.48 - $53.4 $186K - $229K
10.9K $571K
DT
Dynatrace, Inc.

Technology
2.79K
+ 23.57%
$40.49 - $53.47 $113K - $149K
14.6K $781K
BLDR
Builders First Source, Inc.

Industrials
610
+ 25.96%
$132.6 - $201.83 $80.9K - $123K
2.96K $573K
EFA
Ishares Tr Msci Eafe ETF

ETFs
479
+ 1.23%
$75.32 - $84.37 $36.1K - $40.4K
39.4K $3.3M
OWL
Blue Owl Capital Inc.

Financial Services
11.5K
+ 88.28%
$15.81 - $19.83 $181K - $227K
24.5K $474K
DHR
Danaher Corp

Healthcare
590
+ 22.34%
$239.25 - $280.76 $141K - $166K
3.23K $898K
IEFA
Ishares Tr

ETFs
273
+ 0.69%
$70.09 - $78.74 $19.1K - $21.5K
39.6K $3.09M
PEP
Pepsico Inc

Consumer Defensive
855
+ 5.3%
$161.9 - $179.3 $138K - $153K
17K $2.89M
Activity Summary
Buys All Purchases 201 New Holdings 69 Increased Positions 132 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 5 Puts 1
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