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
MSI
Motorola Solutions, Inc.

Technology
200
+ 10.09%
$394.72 - $440.39 $78.9K - $88.1K
2.18K $917K
CTSH
Cognizant Technology Solutions Corp

Technology
529
+ 13.69%
$66.47 - $81.81 $35.2K - $43.3K
4.39K $342K
MTD
Mettler Toledo International Inc

Healthcare
41
+ 11.08%
$970.15 - $1216.57 $39.8K - $49.9K
411 $482K
PFE
Pfizer Inc

Healthcare
2.65K
+ 15.76%
$21.59 - $24.84 $57.2K - $65.8K
19.5K $471K
TTE
Total Energies Se

Energy
647
+ 4.71%
N/A
14.4K $986K
HMC
Honda Motor CO LTD

Consumer Cyclical
394
+ 2.25%
$25.0 - $30.93 $9.85K - $12.2K
17.9K $515K
IYY
Ishares Tr

ETFs
6
+ 0.23%
$120.9 - $150.87 $725 - $905
2.58K $388K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$22.27 - $29.21 $22.3 - $29.2
9.41K $274K
TECK
Teck Resources LTD

Basic Materials
175
+ 2.17%
$29.05 - $41.48 $5.08K - $7.26K
8.26K $333K
O
Realty Income Corp

Real Estate
687
+ 11.25%
$52.27 - $58.52 $35.9K - $40.2K
6.8K $391K
PAR
Par Technology Corp

Technology
74
+ 1.88%
$50.87 - $69.82 $3.76K - $5.17K
4K $277K
ZBRA
Zebra Technologies Corp

Technology
32
+ 3.35%
$213.54 - $309.26 $6.83K - $9.9K
986 $304K
A
Agilent Technologies, Inc.

Healthcare
281
+ 15.25%
$99.29 - $120.52 $27.9K - $33.9K
2.12K $250K
ACA
Arcosa, Inc.

Industrials
56
+ 1.8%
$70.66 - $90.53 $3.96K - $5.07K
3.17K $274K
CNI
Canadian National Railway CO

Industrials
74
+ 1.73%
$92.66 - $108.13 $6.86K - $8K
4.36K $453K
CVLT
Commvault Systems Inc

Technology
31
+ 2.01%
$139.35 - $190.99 $4.32K - $5.92K
1.57K $273K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
234
+ 5.54%
$167.22 - $212.42 $39.1K - $49.7K
4.46K $882K
NDSN
Nordson Corp

Industrials
48
+ 3.46%
$167.51 - $223.5 $8.04K - $10.7K
1.44K $307K
GPC
Genuine Parts CO

Consumer Cyclical
145
+ 2.91%
$105.54 - $129.09 $15.3K - $18.7K
5.14K $622K
ALLE
Allegion PLC

Industrials
20
+ 1.13%
$118.52 - $145.64 $2.37K - $2.91K
1.79K $258K
JNPR
Juniper Networks Inc

Technology
108
+ 1.86%
$33.93 - $39.93 $3.66K - $4.31K
5.9K $235K
MNST
Monster Beverage Corp

Consumer Defensive
13
+ 0.23%
$55.01 - $64.24 $715 - $835
5.56K $348K
PAYC
Paycom Software, Inc.

Technology
35
+ 2.78%
$193.07 - $265.71 $6.76K - $9.3K
1.3K $299K
BURL
Burlington Stores, Inc.

Consumer Cyclical
144
+ 7.49%
$215.78 - $270.12 $31.1K - $38.9K
2.07K $480K
ICE
Intercontinental Exchange, Inc.

Financial Services
20
+ 1.21%
$151.62 - $183.47 $3.03K - $3.67K
1.67K $306K
LOGI
Logitech International S.A.

Technology
68
+ 2.56%
$65.57 - $90.16 $4.46K - $6.13K
2.72K $245K
CMC
Commercial Metals CO

Basic Materials
108
+ 2.0%
$39.2 - $50.67 $4.23K - $5.47K
5.51K $269K
ITUB
Itau Unibanco Holding S.A.

Financial Services
332
+ 2.3%
$5.24 - $6.81 $1.74K - $2.26K
14.8K $100K
SRLN
Ssga Active Trust

ETFs
255
+ 2.48%
$39.47 - $41.59 $10.1K - $10.6K
10.5K $438K
PFBC
Preferred Bank

Financial Services
58
+ 1.73%
$75.32 - $87.67 $4.37K - $5.08K
3.42K $295K
ODFL
Old Dominion Freight Line, Inc.

Industrials
195
+ 3.43%
$146.74 - $176.07 $28.6K - $34.3K
5.88K $954K
ESTA
Establishment Labs Holdings Inc.

Healthcare
64
+ 1.26%
$27.31 - $42.71 $1.75K - $2.73K
5.13K $218K
WAT
Waters Corp

Healthcare
99
+ 8.79%
$307.71 - $366.67 $30.5K - $36.3K
1.23K $427K
CBOE
Cboe Global Markets, Inc.

Financial Services
9
+ 0.67%
$205.81 - $234.23 $1.85K - $2.11K
1.35K $315K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.06%
$166.82 - $194.23 $167 - $194
1.56K $302K
BANR
Banner Corp

Financial Services
107
+ 1.93%
$56.51 - $65.42 $6.05K - $7K
5.64K $361K
AMGN
Amgen Inc

Healthcare
113
+ 15.19%
$262.28 - $309.85 $29.6K - $35K
857 $239K
HOMB
Home Bancshares Inc

Financial Services
185
+ 1.96%
$25.05 - $29.62 $4.63K - $5.48K
9.61K $273K
STAG
Stag Industrial, Inc.

Real Estate
154
+ 1.67%
$30.08 - $37.02 $4.63K - $5.7K
9.38K $340K
MDT
Medtronic PLC

Healthcare
551
+ 3.6%
$80.68 - $88.86 $44.5K - $49K
15.8K $1.38M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.05%
$233.83 - $276.34 $234 - $276
1.86K $497K
KNSL
Kinsale Capital Group, Inc.

Financial Services
13
+ 1.79%
$419.99 - $501.97 $5.46K - $6.53K
738 $357K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
149
+ 2.06%
$28.96 - $32.46 $4.32K - $4.84K
7.38K $235K
S
Sentinel One, Inc.

Technology
249
+ 2.0%
$16.17 - $20.34 $4.03K - $5.06K
12.7K $231K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.67K
+ 2.61%
$12.23 - $15.46 $20.5K - $25.9K
65.9K $995K
PPL
Ppl Corp

Utilities
1.42K
+ 6.79%
$33.45 - $36.5 $47.6K - $51.9K
22.4K $758K
YUM
Yum Brands Inc

Consumer Cyclical
158
+ 6.68%
$138.36 - $161.45 $21.9K - $25.5K
2.52K $374K
SNY
Sanofi

Healthcare
4.06K
+ 14.89%
$47.62 - $55.44 $193K - $225K
31.3K $1.51M
ICF
Ishares Tr

ETFs
127
+ 0.77%
$54.56 - $62.47 $6.93K - $7.93K
16.7K $1.02M
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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