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
GPC
Genuine Parts CO

Consumer Cyclical
2.12K
+ 74.11%
$115.91 - $129.02 $246K - $274K
4.99K $594K
BA
Boeing CO

Industrials
1.67K
+ 43.06%
$148.15 - $186.25 $248K - $312K
5.56K $947K
DUK
Duke Energy Corp

Utilities
498
+ 4.16%
$105.87 - $121.97 $52.7K - $60.7K
12.5K $1.52M
PPL
Ppl Corp

Utilities
4.73K
+ 29.12%
$31.68 - $36.11 $150K - $171K
21K $756K
WM
Waste Management Inc

Industrials
781
+ 50.68%
$200.54 - $233.78 $157K - $183K
2.32K $537K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.78K
+ 19.16%
$56.51 - $62.98 $157K - $175K
17.3K $1.06M
BDX
Becton Dickinson & CO

Healthcare
911
+ 30.01%
$222.79 - $249.08 $203K - $227K
3.95K $904K
URI
United Rentals, Inc.

Industrials
550
+ 32.93%
$594.17 - $789.56 $327K - $434K
2.22K $1.39M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
469
+ 2.82%
$73.71 - $87.55 $34.6K - $41.1K
17.1K $1.49M
BCS
Barclays PLC

Financial Services
3.13K
+ 4.14%
$12.69 - $16.25 $39.7K - $50.8K
78.7K $1.21M
CTAS
Cintas Corp

Industrials
457
+ 9.65%
$182.09 - $208.14 $83.2K - $95.1K
5.19K $1.07M
CNI
Canadian National Railway CO

Industrials
2K
+ 87.13%
$95.46 - $106.79 $191K - $213K
4.29K $418K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.3K
+ 58.06%
$30.73 - $32.26 $194K - $203K
17.2K $527K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
494
+ 11.88%
$132.75 - $177.12 $65.6K - $87.5K
4.65K $710K
VLO
Valero Energy Corp

Energy
665
+ 6.87%
$121.76 - $142.99 $81K - $95.1K
10.3K $1.37M
DEO
Diageo PLC

Consumer Defensive
2.08K
+ 91.78%
$104.79 - $126.12 $218K - $262K
4.34K $454K
MU
Micron Technology Inc

Technology
1.55K
+ 13.56%
$86.89 - $109.38 $135K - $170K
13K $1.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
475
+ 14.92%
$507.05 - $563.67 $241K - $268K
3.66K $1.88M
INFY
Infosys LTD

Technology
11.2K
+ 89.29%
$18.06 - $22.89 $202K - $256K
23.7K $432K
FCFS
First Cash Holdings, Inc.

Financial Services
843
+ 25.44%
$102.59 - $120.32 $86.5K - $101K
4.16K $500K
TDY
Teledyne Technologies Inc

Technology
207
+ 13.4%
$455.51 - $518.84 $94.3K - $107K
1.75K $871K
TJX
Tjx Companies Inc

Consumer Cyclical
960
+ 5.02%
$112.81 - $126.16 $108K - $121K
20.1K $2.45M
ADP
Automatic Data Processing Inc

Industrials
143
+ 2.02%
$286.85 - $318.64 $41K - $45.6K
7.23K $2.21M
FE
Firstenergy Corp

Utilities
3.07K
+ 22.04%
$37.95 - $43.5 $116K - $133K
17K $686K
GRAB
Grab Holdings LTD

Technology
30.1K
+ 54.36%
$4.12 - $5.34 $124K - $161K
85.6K $387K
COST
Costco Wholesale Corp

Consumer Defensive
84
+ 5.81%
$890.62 - $1076.86 $74.8K - $90.5K
1.53K $1.45M
MPC
Marathon Petroleum Corp

Energy
626
+ 12.64%
$134.72 - $159.03 $84.3K - $99.6K
5.58K $812K
MMSI
Merit Medical Systems Inc

Healthcare
869
+ 27.73%
$95.64 - $110.29 $83.1K - $95.8K
4K $423K
AKAM
Akamai Technologies Inc

Technology
1.3K
+ 16.97%
N/A
8.96K $814K
AJG
Arthur J. Gallagher & Co.

Financial Services
77
+ 5.31%
$275.89 - $345.24 $21.2K - $26.6K
1.53K $527K
BECN
Beacon Roofing Supply Inc

Industrials
560
+ 27.78%
$100.48 - $123.86 $56.3K - $69.4K
2.58K $318K
IFF
International Flavors & Fragrances Inc

Basic Materials
1.91K
+ 31.45%
$76.48 - $87.72 $146K - $167K
7.97K $618K
SPMD
Spdr Portfolio

ETFs
2.26K
+ 58.17%
$50.21 - $57.73 $114K - $131K
6.16K $314K
ED
Consolidated Edison Inc

Utilities
279
+ 8.4%
$88.0 - $110.59 $24.6K - $30.9K
3.6K $398K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.66K
+ 4.33%
$14.13 - $16.72 $37.6K - $44.5K
64.2K $992K
FTLS
First Tr Long/Short Equity ETF

ETFs
1.64K
+ 27.75%
$63.42 - $68.17 $104K - $111K
7.53K $482K
BTI
British American Tobacco P.L.C.

Consumer Defensive
258
+ 1.57%
$35.35 - $42.74 $9.12K - $11K
16.7K $691K
YUM
Yum Brands Inc

Consumer Cyclical
281
+ 13.48%
$123.25 - $162.53 $34.6K - $45.7K
2.37K $372K
SKM
Sk Telecom CO LTD

Communication Services
4.05K
+ 12.96%
$20.91 - $23.05 $84.7K - $93.4K
35.3K $750K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
1.66K
+ 15.69%
$44.87 - $56.71 $74.7K - $94.4K
12.3K $596K
VRT
Vertiv Holdings CO

Industrials
779
+ 7.03%
N/A
11.9K $1.03M
ODFL
Old Dominion Freight Line, Inc.

Industrials
722
+ 14.54%
$161.13 - $209.29 $116K - $151K
5.69K $941K
COIN
Coinbase Global, Inc.

Technology
980
+ 71.12%
$172.23 - $301.3 $169K - $295K
2.36K $406K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.1K
+ 1.1%
$54.25 - $57.64 $114K - $121K
193K $10.6M
ACN
Accenture PLC

Technology
1.85K
+ 14.26%
$300.91 - $398.25 $558K - $738K
14.9K $4.63M
CRWD
Crowd Strike Holdings, Inc.

Technology
10
+ 0.19%
$308.86 - $455.36 $3.09K - $4.55K
5.3K $1.87M
ITRI
Itron, Inc.

Technology
650
+ 24.69%
$92.6 - $110.29 $60.2K - $71.7K
3.28K $343K
RSG
Republic Services, Inc.

Industrials
46
+ 4.15%
$200.09 - $242.16 $9.2K - $11.1K
1.15K $279K
KT
Kt Corp

Communication Services
1.36K
+ 9.36%
$15.57 - $18.63 $21.2K - $25.4K
15.9K $281K
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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