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
CHKP
Check Point Software Technologies LTD

Technology
728
+ 15.39%
$204.26 - $233.47 $149K - $170K
5.46K $1.21M
WTS
Watts Water Technologies Inc

Industrials
319
+ 26.32%
$180.4 - $247.22 $57.5K - $78.9K
1.53K $376K
EHC
Encompass Health Corp

Healthcare
526
+ 18.58%
$96.12 - $122.63 $50.6K - $64.5K
3.36K $411K
EMB
Ishares Tr

ETFs
1.2K
+ 19.05%
$86.54 - $92.62 $103K - $111K
7.47K $691K
NDAQ
Nasdaq, Inc.

Financial Services
268
+ 3.88%
$66.4 - $89.42 $17.8K - $24K
7.18K $641K
VONG
Vanguard Russell 1000 Growth E

ETFs
9
+ 0.13%
$82.51 - $109.2 $743 - $983
7.04K $769K
MPWR
Monolithic Power Systems Inc

Technology
19
+ 2.84%
$455.19 - $737.73 $8.65K - $14K
689 $503K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
186
+ 1.09%
$81.84 - $93.53 $15.2K - $17.4K
17.3K $1.6M
SPXC
Spx Corp

Industrials
39
+ 1.48%
$120.66 - $167.68 $4.71K - $6.54K
2.67K $448K
XEL
Xcel Energy Inc

Utilities
1.77K
+ 40.57%
$65.65 - $72.39 $116K - $128K
6.12K $416K
LDOS
Leidos Holdings, Inc.

Technology
166
+ 5.04%
$132.9 - $160.3 $22.1K - $26.6K
3.46K $546K
HTGC
Hercules Capital, Inc.

Financial Services
13.3K
+ 8.67%
$16.24 - $19.1 $217K - $255K
167K $3.06M
INFY
Infosys LTD

Technology
4.85K
+ 20.46%
$16.14 - $18.75 $78.3K - $91K
28.6K $529K
XLE
Energy Sector Spdr

ETFs
2.31K
+ 17.06%
$76.44 - $94.13 $176K - $217K
15.8K $1.34M
DEO
Diageo PLC

Consumer Defensive
1.08K
+ 24.79%
$99.86 - $115.75 $107K - $125K
5.42K $546K
NPO
Enpro Industries, Inc

Industrials
196
+ 10.82%
$137.27 - $193.1 $26.9K - $37.8K
2.01K $384K
SR
Spire Inc

Utilities
1.45K
+ 52.54%
$71.03 - $79.07 $103K - $114K
4.2K $306K
MUB
Ishares National Muni Bond ETF

ETFs
908
+ 13.2%
$102.31 - $105.8 $92.9K - $96.1K
7.79K $813K
NVR
Nvr Inc

Consumer Cyclical
1
+ 0.19%
$6700.0 - $7410.93 $6.7K - $7.41K
537 $3.97M
LAD
Lithia Motors Inc

Consumer Cyclical
43
+ 2.84%
$271.94 - $339.35 $11.7K - $14.6K
1.56K $525K
AJG
Arthur J. Gallagher & Co.

Financial Services
371
+ 24.3%
$310.86 - $348.77 $115K - $129K
1.9K $607K
ARCB
Arcbest Corp

Industrials
757
+ 24.8%
$56.73 - $77.01 $42.9K - $58.3K
3.81K $293K
UL
Unilever PLC

Consumer Defensive
433
+ 1.37%
$57.9 - $65.43 $25.1K - $28.3K
32K $1.96M
FISV
Fiserv Inc

Technology
619
+ 15.67%
N/A
4.57K $571K
SIBN
Si Bone, Inc.

Healthcare
272
+ 1.87%
$13.05 - $19.71 $3.55K - $5.36K
14.8K $279K
TRP
Tc Energy Corp

Energy
847
+ 3.98%
$44.48 - $51.4 $37.7K - $43.5K
22.1K $1.08M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
914
+ 29.29%
$225.56 - $335.19 $206K - $306K
4.03K $958K
FE
Firstenergy Corp

Utilities
1.93K
+ 11.4%
$38.31 - $43.17 $74.1K - $83.5K
18.9K $761K
IAU
Ishares Gold Trust

ETFs
595
+ 5.45%
$56.1 - $64.74 $33.4K - $38.5K
11.5K $718K
HQY
Healthequity, Inc.

Healthcare
152
+ 4.46%
$76.77 - $113.06 $11.7K - $17.2K
3.56K $373K
INTC
Intel Corp

Technology
3.3K
+ 30.37%
$18.13 - $22.69 $59.8K - $74.8K
14.2K $317K
ATEC
Alphatec Holdings, Inc.

Healthcare
4.71K
+ 29.53%
$9.43 - $13.03 $44.4K - $61.3K
20.7K $229K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.11%
$329.49 - $438.4 $329 - $438
920 $403K
AKAM
Akamai Technologies Inc

Technology
691
+ 7.71%
N/A
9.65K $876K
MTDR
Matador Resources CO

Energy
1.73K
+ 27.78%
$36.67 - $52.23 $63.4K - $90.3K
7.95K $379K
NOG
Northern Oil & Gas, Inc.

Energy
2.8K
+ 27.87%
$20.6 - $32.16 $57.7K - $90K
12.8K $364K
GD
General Dynamics Corp

Industrials
50
+ 2.13%
$247.68 - $291.66 $12.4K - $14.6K
2.4K $700K
SHEL
Shell PLC

Energy
1.31K
+ 11.85%
$59.75 - $73.05 $78.1K - $95.5K
12.3K $868K
LECO
Lincoln Electric Holdings Inc

Industrials
56
+ 2.11%
$167.18 - $211.38 $9.36K - $11.8K
2.71K $561K
BYD
Boyd Gaming Corp

Consumer Cyclical
70
+ 1.64%
$60.8 - $79.02 $4.26K - $5.53K
4.34K $339K
BAC
Bank Of America Corp

Financial Services
567
+ 10.94%
$34.39 - $47.46 $19.5K - $26.9K
5.75K $271K
ALL
Allstate Corp

Financial Services
350
+ 11.97%
$180.53 - $212.64 $63.2K - $74.4K
3.28K $659K
QTWO
Q2 Holdings, Inc.

Technology
65
+ 1.81%
$68.72 - $95.27 $4.47K - $6.19K
3.65K $341K
MAR
Marriott International Inc

Consumer Cyclical
34
+ 2.64%
$211.12 - $274.14 $7.18K - $9.32K
1.32K $361K
USB
Us Bancorp \De\

Financial Services
483
+ 4.59%
$36.4 - $45.76 $17.6K - $22.1K
11K $497K
CDW
Cdw Corp

Technology
77
+ 3.55%
$144.49 - $190.68 $11.1K - $14.7K
2.24K $400K
WSM
Williams Sonoma Inc

Consumer Cyclical
228
+ 7.88%
$137.62 - $174.44 $31.4K - $39.8K
3.12K $509K
ECL
Ecolab Inc.

Basic Materials
117
+ 9.86%
$225.65 - $270.95 $26.4K - $31.7K
1.3K $351K
PIPR
Piper Sandler Companies

Financial Services
30
+ 2.17%
$210.78 - $281.82 $6.32K - $8.45K
1.41K $391K
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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