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
ROP
Roper Technologies Inc

Industrials
35
+ 7.17%
$502.71 - $593.81 $17.6K - $20.8K
523 $308K
PATK
Patrick Industries Inc

Consumer Cyclical
595
+ 17.09%
$82.13 - $97.92 $48.9K - $58.3K
4.08K $344K
ECL
Ecolab Inc.

Basic Materials
137
+ 13.05%
$229.72 - $269.82 $31.5K - $37K
1.19K $300K
FAST
Fastenal CO

Industrials
17
+ 0.18%
$71.11 - $79.98 $1.21K - $1.36K
9.34K $724K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.12K
+ 16.55%
$29.34 - $31.31 $62.1K - $66.3K
14.9K $442K
CBOE
Cboe Global Markets, Inc.

Financial Services
63
+ 4.92%
$190.84 - $226.29 $12K - $14.3K
1.34K $303K
VST
Vistra Corp.

Utilities
2.3K
+ 21.26%
$108.49 - $191.89 $249K - $441K
13.1K $1.54M
GKOS
Glaukos Corp

Healthcare
1.41K
+ 78.15%
$96.6 - $161.22 $136K - $228K
3.22K $317K
TMO
Thermo Fisher Scientific Inc.

Healthcare
149
+ 12.24%
$497.6 - $606.74 $74.1K - $90.4K
1.37K $679K
VTV
Vanguard Value ETF

ETFs
239
+ 12.61%
$167.73 - $179.21 $40.1K - $42.8K
2.13K $364K
TRP
Tc Energy Corp

Energy
614
+ 2.97%
$44.29 - $49.27 $27.2K - $30.3K
21.3K $1M
HLMN
Hillman Solutions Corp.

Industrials
7.53K
+ 31.19%
$8.69 - $10.5 $65.4K - $79K
31.7K $278K
PFE
Pfizer Inc

Healthcare
2.31K
+ 15.94%
$25.01 - $27.13 $57.8K - $62.7K
16.8K $425K
RIO
Rio Tinto PLC

Basic Materials
467
+ 4.58%
$58.19 - $64.29 $27.2K - $30K
10.7K $640K
CL
Colgate Palmolive CO

Consumer Defensive
273
+ 8.28%
$85.68 - $97.5 $23.4K - $26.6K
3.57K $334K
ERIC
Ericsson Lm Telephone CO

Technology
6.36K
+ 12.0%
$7.47 - $8.9 $47.5K - $56.6K
59.4K $460K
LECO
Lincoln Electric Holdings Inc

Industrials
144
+ 5.74%
$180.51 - $216.81 $26K - $31.2K
2.65K $501K
ISRG
Intuitive Surgical Inc

Healthcare
78
+ 16.12%
$476.63 - $610.45 $37.2K - $47.6K
562 $278K
NDSN
Nordson Corp

Industrials
178
+ 14.71%
$200.12 - $224.07 $35.6K - $39.9K
1.39K $279K
EHC
Encompass Health Corp

Healthcare
10
+ 0.35%
$91.05 - $102.2 $911 - $1.02K
2.83K $286K
OMC
Omnicom Group Inc.

Communication Services
507
+ 9.57%
$79.43 - $88.34 $40.3K - $44.8K
5.81K $481K
ITUB
Itau Unibanco Holding S.A.

Financial Services
3.05K
+ 26.72%
$4.87 - $6.28 $14.9K - $19.2K
14.5K $79K
SNA
Snap On Inc

Industrials
71
+ 3.69%
$324.09 - $358.62 $23K - $25.5K
2K $673K
EA
Electronic Arts Inc.

Communication Services
191
+ 4.11%
$116.53 - $146.29 $22.3K - $27.9K
4.83K $698K
CVE
Cenovus Energy Inc.

Energy
3.21K
+ 14.76%
$12.24 - $15.63 $39.3K - $50.2K
25K $347K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
769
+ 6.8%
$22.25 - $23.0 $17.1K - $17.7K
12.1K $277K
IX
Orix Corp

Financial Services
18.7K
+ 426.29%
$20.44 - $107.42 $381K - $2M
23K $480K
AWI
Armstrong World Industries Inc

Industrials
84
+ 5.65%
$136.0 - $154.19 $11.4K - $13K
1.57K $221K
JNPR
Juniper Networks Inc

Technology
380
+ 7.02%
$34.38 - $39.03 $13.1K - $14.8K
5.8K $209K
CTSH
Cognizant Technology Solutions Corp

Technology
94
+ 2.49%
$75.32 - $90.7 $7.08K - $8.53K
3.86K $295K
LADR
Ladder Capital Corp

Real Estate
168
+ 0.97%
$10.81 - $11.87 $1.82K - $1.99K
17.4K $198K
VOE
Vanguard Mid Cap Value Index F

ETFs
76
+ 2.65%
$156.61 - $168.02 $11.9K - $12.8K
2.95K $469K
BAC
Bank Of America Corp

Financial Services
348
+ 7.2%
$39.61 - $47.74 $13.8K - $16.6K
5.18K $216K
PANW
Palo Alto Networks Inc

Technology
167
+ 7.4%
$167.82 - $208.28 $28K - $34.8K
2.42K $413K
HOMB
Home Bancshares Inc

Financial Services
102
+ 1.09%
$27.23 - $31.23 $2.78K - $3.19K
9.43K $266K
ARCB
Arcbest Corp

Industrials
762
+ 33.26%
$70.58 - $101.93 $53.8K - $77.7K
3.05K $215K
Talen Energy Corp
2.03K
+ 44.8%
N/A
6.57K $0
Ishares Bitcoin Trust ETF
22.7K
+ 332.66%
N/A
29.5K $0
Linde PLC
2.92K
+ 58.53%
N/A
7.9K $0
SPXC
Spx Corp

Industrials
300
+ 12.85%
$128.78 - $154.37 $38.6K - $46.3K
2.64K $339K
Core Scientific Inc New
864
+ 2.88%
N/A
30.9K $0
Morgan Stanley ETF Trust
93.9K
+ 54.73%
N/A
265K $0
Blackrock ETF Trust Ii
376
+ 2.1%
N/A
18.3K $0
Astera Labs Inc
4.17K
+ 141.4%
N/A
7.11K $0
Blackrock ETF Trust
10.7K
+ 2.24%
N/A
490K $0
Ishares Ethereum Tr
33.8K
+ 401.98%
N/A
42.3K $0
GPK
Graphic Packaging Holding CO

Consumer Cyclical
465
+ 4.11%
$25.27 - $28.3 $11.8K - $13.2K
11.8K $305K
VUG
Vanguard Growth ETF

ETFs
85
+ 10.19%
$369.1 - $427.61 $31.4K - $36.3K
919 $340K
SHOP
Shopify Inc.

Technology
239
+ 8.84%
$90.59 - $129.31 $21.7K - $30.9K
2.94K $280K
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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