Mount Yale Investment Advisors, LLC Incresed Positions in Q2 2025

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
227
+ 0.55%
$354.56 - $497.45 $80.5K - $113K
41.8K $20.8M
AMZN
Amazon Com Inc

Consumer Cyclical
7.67K
+ 10.62%
$167.32 - $223.3 $1.28M - $1.71M
79.9K $17.5M
AVGO
Broadcom Inc.

Technology
5
+ 0.02%
$146.29 - $275.65 $731 - $1.38K
30.7K $8.47M
PM
Philip Morris International Inc.

Consumer Defensive
14.4K
+ 106.54%
$149.23 - $184.95 $2.15M - $2.67M
27.9K $5.09M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
15.3K
+ 23.36%
$40.51 - $71.03 $620K - $1.09M
80.9K $5.68M
XLK
Technology Sector Spdr

ETFs
741
+ 1.7%
$179.73 - $253.23 $133K - $188K
44.4K $11.2M
DIS
Walt Disney CO

Communication Services
8.16K
+ 16.95%
$81.72 - $124.01 $667K - $1.01M
56.3K $6.98M
EFV
Msci Eafe Value ETF

ETFs
29.6K
+ 49.83%
$52.4 - $64.65 $1.55M - $1.91M
88.9K $5.64M
SOXX
Ishares Semiconductor ETF

ETFs
3.78K
+ 19.05%
$154.86 - $239.07 $585K - $904K
23.6K $5.64M
JPM
Jpmorgan Chase & CO

Financial Services
1.23K
+ 3.57%
$210.28 - $289.91 $259K - $357K
35.8K $10.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.79K
+ 17.48%
$416.06 - $551.64 $746K - $989K
12K $6.64M
SAP
Sap Se

Technology
3.5K
+ 23.52%
$237.53 - $309.8 $831K - $1.08M
18.4K $5.59M
VST
Vistra Corp.

Utilities
2.95K
+ 22.49%
$98.07 - $195.04 $289K - $575K
16K $3.11M
IEMG
Ishares Inc

ETFs
26.7K
+ 74.71%
N/A
62.4K $3.35M
TSLA
Tesla, Inc.

Consumer Cyclical
1.72K
+ 13.88%
$221.86 - $362.89 $381K - $623K
14.1K $4.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.1K
+ 10.83%
$51.16 - $62.02 $671K - $813K
134K $8.32M
OEF
Ishares S&P 100 ETF

ETFs
3.91K
+ 79.84%
N/A
8.82K $2.35M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
19.4K
+ 16.93%
$45.12 - $46.23 $875K - $896K
134K $6.19M
NOC
Northrop Grumman Corp

Industrials
1.99K
+ 28.95%
$456.3 - $540.39 $907K - $1.07M
8.85K $4.43M
GS
Goldman Sachs Group Inc

Financial Services
74
+ 1.39%
$462.22 - $707.75 $34.2K - $52.4K
5.39K $3.81M
WFC
Wells Fargo & Company

Financial Services
7.81K
+ 23.53%
$60.98 - $80.12 $476K - $626K
41K $3.29M
AMAT
Applied Materials Inc

Technology
295
+ 1.46%
$126.95 - $183.52 $37.5K - $54.1K
20.5K $3.75M
AFL
Aflac Inc

Financial Services
8.03K
+ 166.31%
$99.77 - $112.45 $801K - $903K
12.9K $1.36M
IVE
Ishares S&P 500 Value ETF

ETFs
3.56K
+ 16.84%
$168.34 - $195.42 $599K - $695K
24.7K $4.82M
NXPI
Nxp Semiconductors N.V.

Technology
1.02K
+ 5.32%
$153.5 - $218.72 $157K - $224K
20.3K $4.43M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
7.75K
+ 79.84%
$97.29 - $105.63 $754K - $819K
17.5K $1.77M
WM
Waste Management Inc

Industrials
3.21K
+ 138.33%
$216.47 - $242.1 $695K - $778K
5.53K $1.27M
URI
United Rentals, Inc.

Industrials
561
+ 25.27%
$551.94 - $753.4 $310K - $423K
2.78K $2.1M
ISRG
Intuitive Surgical Inc

Healthcare
1.23K
+ 218.68%
$451.58 - $565.94 $555K - $696K
1.79K $973K
DE
Deere & CO

Industrials
1.21K
+ 63.89%
$412.99 - $531.48 $500K - $643K
3.1K $1.58M
SHOP
Shopify Inc.

Technology
5.15K
+ 175.05%
$76.89 - $115.35 $396K - $594K
8.09K $933K
IWF
Ishares Russell 1000 Gr ETF

ETFs
770
+ 16.45%
$320.42 - $424.58 $247K - $327K
5.45K $2.31M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.4K
+ 2.8%
$43.53 - $54.46 $105K - $131K
88.1K $4.8M
CPNG
Coupang, Inc.

Consumer Cyclical
2.5K
+ 3.79%
$19.76 - $30.81 $49.4K - $77K
68.5K $2.05M
IWM
Ishares Russell 2000 ETF

ETFs
1.06K
+ 5.17%
$174.82 - $215.79 $185K - $229K
21.6K $4.66M
RDVY
First Trust Rising Dividend Ac

ETFs
4.85K
+ 8.0%
$51.6 - $62.74 $250K - $304K
65.5K $4.11M
FLEX
Flex Ltd.

Technology
133
+ 0.42%
$26.68 - $50.09 $3.55K - $6.66K
31.7K $1.58M
KT
Kt Corp

Communication Services
23.5K
+ 147.53%
$16.71 - $20.78 $392K - $488K
39.4K $818K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 1.67%
$4164.15 - $5789.24 $29.1K - $40.5K
426 $2.47M
NET
Cloudflare, Inc.

Technology
1.64K
+ 67.18%
$97.08 - $195.83 $160K - $322K
4.09K $801K
MCHP
Microchip Technology Inc

Technology
5.09K
+ 73.69%
$35.34 - $71.6 $180K - $365K
12K $844K
PINS
Pinterest, Inc.

Communication Services
12.9K
+ 180.5%
$24.21 - $35.95 $313K - $464K
20.1K $719K
SIL
Global X Silver Miners ETF

ETFs
1.69K
+ 3.54%
$33.97 - $49.02 $57.3K - $82.6K
49.3K $2.37M
ING
Ing Groep Nv

Financial Services
18.8K
+ 66.49%
$16.62 - $21.98 $312K - $413K
47K $1.03M
COIN
Coinbase Global, Inc.

Technology
119
+ 5.05%
$151.47 - $375.07 $18K - $44.6K
2.48K $868K
FAST
Fastenal CO

Industrials
18.6K
+ 198.94%
$40.65 - $83.16 $756K - $1.55M
27.9K $1.17M
ERIC
Ericsson Lm Telephone CO

Technology
46.5K
+ 78.32%
$6.77 - $8.86 $315K - $412K
106K $897K
GLD
Spdr Gold Trust

ETFs
186
+ 0.86%
$273.71 - $316.29 $50.9K - $58.8K
21.7K $6.62M
MNDY
Monday.Com Ltd.

Technology
95
+ 1.81%
$217.77 - $314.48 $20.7K - $29.9K
5.34K $1.68M
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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