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
CCJ
Cameco Corp

Energy
4.86K
+ 72.0%
$36.9 - $53.72 $179K - $261K
11.6K $554K
DELL
Dell Technologies Inc.

Technology
2.47K
+ 56.87%
$87.89 - $145.97 $217K - $360K
6.8K $806K
BSX
Boston Scientific Corp

Healthcare
1.16K
+ 7.41%
$72.96 - $84.0 $84.6K - $97.4K
16.8K $1.41M
CEG
Constellation Energy Corp

Utilities
151
+ 5.67%
$167.08 - $262.86 $25.2K - $39.7K
2.81K $731K
CPRT
Copart Inc

Consumer Cyclical
4.99K
+ 13.05%
$49.19 - $55.54 $245K - $277K
43.2K $2.26M
CHD
Church & Dwight CO Inc

Consumer Defensive
1.69K
+ 24.43%
$98.01 - $106.59 $165K - $180K
8.59K $898K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
966
+ 2.9%
$147.95 - $191.05 $143K - $185K
34.2K $5.95M
KGC
Kinross Gold Corp

Basic Materials
13.4K
+ 58.75%
$8.02 - $9.84 $108K - $132K
36.2K $339K
CTAS
Cintas Corp

Industrials
3.56K
+ 297.49%
$201.38 - $819.83 $717K - $2.92M
4.76K $979K
FIS
Fidelity National Information Services, Inc.

Technology
631
+ 6.34%
$72.8 - $85.04 $45.9K - $53.7K
10.6K $886K
USB
Us Bancorp \De\

Financial Services
1.59K
+ 17.67%
$39.04 - $47.23 $62.2K - $75.2K
10.6K $484K
CNP
Centerpoint Energy Inc

Utilities
5.07K
+ 33.15%
$25.63 - $30.55 $130K - $155K
20.4K $598K
ZTS
Zoetis Inc.

Healthcare
137
+ 3.14%
$172.58 - $196.48 $23.6K - $26.9K
4.5K $879K
FTV
Fortive Corp

Technology
1.16K
+ 21.48%
$67.01 - $79.2 $77.9K - $92K
6.57K $518K
LEN
Lennar Corp

Consumer Cyclical
19
+ 0.64%
$142.5 - $192.45 $2.71K - $3.66K
2.97K $556K
GDYN
Grid Dynamics Holdings, Inc.

Technology
4.36K
+ 32.48%
$10.29 - $14.6 $44.9K - $63.7K
17.8K $249K
OMC
Omnicom Group Inc.

Communication Services
392
+ 8.06%
$87.69 - $103.9 $34.4K - $40.7K
5.26K $543K
HBAN
Huntington Bancshares Inc

Financial Services
2.24K
+ 4.74%
$12.84 - $15.15 $28.7K - $33.9K
49.5K $727K
BANR
Banner Corp

Financial Services
875
+ 18.36%
$47.37 - $61.4 $41.4K - $53.7K
5.64K $335K
WAT
Waters Corp

Healthcare
9
+ 0.7%
$282.7 - $359.89 $2.54K - $3.24K
1.3K $466K
LPLA
Lpl Financial Holdings Inc.

Financial Services
769
+ 39.4%
$193.0 - $282.1 $148K - $217K
2.72K $633K
AN
Autonation, Inc.

Consumer Cyclical
251
+ 12.23%
$156.14 - $190.72 $39.2K - $47.9K
2.3K $412K
CNC
Centene Corp

Healthcare
167
+ 2.11%
$64.89 - $80.23 $10.8K - $13.4K
8.08K $608K
AVAV
Aero Vironment Inc

Industrials
288
+ 21.02%
$164.14 - $204.5 $47.3K - $58.9K
1.66K $332K
TRV
Travelers Companies, Inc.

Financial Services
141
+ 8.91%
$201.87 - $242.35 $28.5K - $34.2K
1.72K $403K
EVRI
Everi Holdings Inc.

Consumer Cyclical
53
+ 0.31%
$8.13 - $13.19 $431 - $699
16.9K $222K
WK
Workiva Inc

Technology
736
+ 24.96%
$70.26 - $80.48 $51.7K - $59.2K
3.69K $291K
FANG
Diamondback Energy, Inc.

Energy
994
+ 29.12%
$168.46 - $210.94 $167K - $210K
4.41K $759K
TTE
Total Energies Se

Energy
312
+ 1.19%
$68.61 - $68.61 $21.4K - $21.4K
26.6K $1.83M
FCFS
First Cash Holdings, Inc.

Financial Services
366
+ 12.43%
$102.0 - $120.09 $37.3K - $44K
3.31K $380K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
675
+ 13.45%
$64.83 - $72.82 $43.8K - $49.2K
5.69K $410K
VVV
Valvoline Inc

Energy
2.22K
+ 13.97%
$38.64 - $47.6 $85.8K - $106K
18.1K $758K
KKR
Kkr & Co. Inc.

Financial Services
9
+ 0.37%
$104.51 - $133.23 $941 - $1.2K
2.46K $320K
SUM
Summit Materials, Inc.

Basic Materials
1.22K
+ 19.63%
$35.61 - $41.78 $43.6K - $51.1K
7.45K $290K
BX
Blackstone Inc.

Financial Services
7
+ 0.35%
$120.77 - $159.66 $845 - $1.12K
2K $305K
SNA
Snap On Inc

Industrials
9
+ 0.47%
$255.35 - $289.77 $2.3K - $2.61K
1.93K $558K
SJM
J M Smucker CO

Consumer Defensive
151
+ 4.86%
$109.12 - $122.4 $16.5K - $18.5K
3.26K $394K
EMB
Ishares Tr

ETFs
221
+ 3.37%
$87.75 - $93.74 $19.4K - $20.7K
6.77K $633K
HLMN
Hillman Solutions Corp.

Industrials
87
+ 0.31%
$8.66 - $10.66 $753 - $927
28.3K $299K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
315
+ 12.47%
$90.87 - $102.43 $28.6K - $32.3K
2.84K $280K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.79K
+ 97.81%
$128.47 - $280.94 $230K - $502K
3.61K $559K
LADR
Ladder Capital Corp

Real Estate
3.36K
+ 24.24%
$11.1 - $12.36 $37.3K - $41.5K
17.2K $199K
CI
Cigna Corp

Healthcare
42
+ 2.48%
$319.12 - $367.1 $13.4K - $15.4K
1.73K $600K
SHAK
Shake Shack Inc.

Consumer Cyclical
20
+ 0.67%
$78.84 - $109.49 $1.58K - $2.19K
2.99K $308K
VTV
Vanguard Value ETF

ETFs
1
+ 0.04%
$159.75 - $174.57 $160 - $175
2.39K $417K
ARCB
Arcbest Corp

Industrials
280
+ 14.05%
$98.5 - $126.05 $27.6K - $35.3K
2.27K $246K
HPE
Hewlett Packard Enterprise CO

Technology
2.03K
+ 16.05%
$16.1 - $21.44 $32.7K - $43.5K
14.7K $300K
EHC
Encompass Health Corp

Healthcare
15
+ 0.55%
$83.97 - $97.17 $1.26K - $1.46K
2.76K $267K
MGNI
Magnite, Inc.

Communication Services
1.07K
+ 4.61%
$12.37 - $15.84 $13.2K - $16.9K
24.2K $335K
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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