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
DAL
Delta Air Lines, Inc.

Industrials
3.69K
+ 9.53%
$35.88 - $52.99 $133K - $196K
42.4K $2.09M
NKE
Nike, Inc.

Consumer Cyclical
807
+ 1.85%
$53.27 - $72.04 $43K - $58.1K
44.4K $3.16M
KLAC
Kla Corp

Technology
31
+ 1.86%
$576.53 - $902.94 $17.9K - $28K
1.7K $1.52M
HUBB
Hubbell Inc

Industrials
757
+ 121.31%
$315.94 - $408.41 $239K - $309K
1.38K $564K
MBB
Ishares Tr

ETFs
3.76K
+ 18.28%
$91.41 - $94.22 $344K - $354K
24.3K $2.28M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.17K
+ 2.77%
$41.45 - $54.46 $48.5K - $63.7K
43.4K $2.26M
NU
Nu Holdings Ltd.

Financial Services
420
+ 0.46%
$9.6 - $13.72 $4.03K - $5.76K
92.7K $1.27M
UBER
Uber Technologies, Inc

Technology
185
+ 1.28%
$64.62 - $93.3 $12K - $17.3K
14.7K $1.37M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.68K
+ 39.65%
$63.54 - $68.5 $298K - $321K
16.5K $1.11M
T
At&T Inc.

Communication Services
9.93K
+ 42.64%
$26.33 - $28.94 $261K - $287K
33.2K $960K
EOG
Eog Resources Inc

Energy
3.08K
+ 37.85%
$104.61 - $129.97 $322K - $400K
11.2K $1.34M
AXP
American Express CO

Financial Services
270
+ 6.49%
$231.39 - $318.98 $62.5K - $86.1K
4.43K $1.41M
TGT
Target Corp

Consumer Defensive
4.67K
+ 16.0%
$88.76 - $105.77 $415K - $494K
33.9K $3.34M
ZTS
Zoetis Inc.

Healthcare
2.11K
+ 47.46%
$144.41 - $170.3 $304K - $359K
6.54K $1.02M
LPLA
Lpl Financial Holdings Inc.

Financial Services
382
+ 12.85%
$283.31 - $388.96 $108K - $149K
3.36K $1.26M
BCS
Barclays PLC

Financial Services
1.43K
+ 1.82%
$12.69 - $18.61 $18.2K - $26.7K
80.1K $1.49M
LOW
Lowes Companies Inc

Consumer Cyclical
1.62K
+ 22.05%
$210.83 - $235.28 $341K - $381K
8.96K $1.99M
DGRO
Ishares Core Dividend Growth E

ETFs
1.9K
+ 3.61%
$55.22 - $63.94 $105K - $121K
54.5K $3.49M
RJF
Raymond James Financial Inc

Financial Services
913
+ 10.48%
$123.65 - $153.88 $113K - $140K
9.62K $1.48M
ONB
Old National Bancorp

Financial Services
12.4K
+ 69.08%
$17.95 - $22.57 $222K - $279K
30.3K $645K
APG
A Pi Group Corp

Industrials
3.07K
+ 44.37%
$32.2 - $51.23 $98.7K - $157K
9.98K $509K
MS
Morgan Stanley

Financial Services
792
+ 12.77%
$99.83 - $140.86 $79.1K - $112K
6.99K $985K
FIS
Fidelity National Information Services, Inc.

Technology
2.31K
+ 24.09%
$68.14 - $82.13 $157K - $190K
11.9K $967K
IX
Orix Corp

Financial Services
9.45K
+ 41.03%
$18.25 - $22.52 $172K - $213K
32.5K $731K
DELL
Dell Technologies Inc.

Technology
232
+ 3.41%
$71.63 - $125.98 $16.6K - $29.2K
7.04K $863K
LYG
Lloyds Banking Group PLC

Financial Services
41.3K
+ 26.63%
$3.32 - $4.29 $137K - $177K
197K $835K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.4K
+ 86.27%
$22.54 - $23.17 $235K - $242K
22.5K $517K
IFF
International Flavors & Fragrances Inc

Basic Materials
3.67K
+ 46.1%
$66.85 - $79.33 $246K - $291K
11.6K $856K
GE
General Electric CO

Industrials
396
+ 17.62%
$166.81 - $257.39 $66.1K - $102K
2.64K $680K
HWM
Howmet Aerospace Inc.

Industrials
500
+ 25.23%
$112.33 - $186.13 $56.2K - $93.1K
2.48K $461K
SPMD
Spdr Portfolio

ETFs
3.38K
+ 54.89%
$44.89 - $54.38 $152K - $184K
9.54K $518K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.18K
+ 13.02%
$39.43 - $49.34 $85.8K - $107K
18.9K $894K
AMP
Ameriprise Financial Inc

Financial Services
57
+ 1.68%
$422.19 - $533.73 $24.1K - $30.4K
3.44K $1.84M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
627
+ 30.41%
$160.22 - $209.35 $100K - $131K
2.69K $562K
KGC
Kinross Gold Corp

Basic Materials
783
+ 1.4%
$11.79 - $15.85 $9.23K - $12.4K
56.9K $889K
SLV
I Shares Silver Trust

ETFs
1.07K
+ 1.32%
$27.08 - $33.74 $28.9K - $36K
81.9K $2.69M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.93K
+ 96.22%
$86.97 - $102.82 $168K - $199K
3.94K $378K
DLTR
Dollar Tree, Inc.

Consumer Defensive
702
+ 17.38%
$67.22 - $100.51 $47.2K - $70.6K
4.74K $469K
OKE
Oneok Inc

Energy
2.78K
+ 79.3%
$78.71 - $100.37 $219K - $279K
6.29K $513K
KEYS
Keysight Technologies, Inc.

Technology
710
+ 22.13%
$127.02 - $165.4 $90.2K - $117K
3.92K $642K
PANW
Palo Alto Networks Inc

Technology
372
+ 15.35%
$152.44 - $204.64 $56.7K - $76.1K
2.8K $571K
ETN
Eaton Corp PLC

Industrials
51
+ 3.41%
$246.52 - $356.99 $12.6K - $18.2K
1.55K $551K
MPC
Marathon Petroleum Corp

Energy
181
+ 3.24%
$118.55 - $170.08 $21.5K - $30.8K
5.76K $956K
DGX
Quest Diagnostics Inc

Healthcare
1.05K
+ 51.4%
N/A
3.08K $422K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
756
+ 4.5%
$45.98 - $56.15 $34.8K - $42.4K
17.5K $985K
TRMB
Trimble Inc.

Technology
874
+ 12.04%
$55.12 - $75.98 $48.2K - $66.4K
8.14K $618K
CTAS
Cintas Corp

Industrials
229
+ 4.41%
$190.11 - $227.66 $43.5K - $52.1K
5.42K $1.21M
HBAN
Huntington Bancshares Inc

Financial Services
3.39K
+ 7.32%
$12.49 - $16.76 $42.4K - $56.9K
49.7K $833K
PH
Parker Hannifin Corp

Industrials
66
+ 6.51%
$517.23 - $700.54 $34.1K - $46.2K
1.08K $754K
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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