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
HTGC
Hercules Capital, Inc.

Financial Services
6.31K
+ 4.28%
$18.01 - $22.0 $114K - $139K
154K $2.96M
PH
Parker Hannifin Corp

Industrials
26
+ 2.63%
$591.65 - $707.05 $15.4K - $18.4K
1.01K $616K
QTWO
Q2 Holdings, Inc.

Technology
595
+ 19.87%
$71.37 - $102.68 $42.5K - $61.1K
3.59K $287K
DELL
Dell Technologies Inc.

Technology
1.3K
+ 23.47%
$90.34 - $124.66 $117K - $161K
6.81K $620K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
825
+ 35.29%
$100.91 - $174.52 $83.3K - $144K
3.16K $339K
RY
Royal Bank Of Canada

Financial Services
193
+ 3.94%
$108.81 - $123.4 $21K - $23.8K
5.09K $574K
NVO
Novo Nordisk A S

Healthcare
7.8K
+ 23.14%
$69.3 - $90.95 $541K - $710K
41.5K $2.88M
SLAB
Silicon Laboratories Inc.

Technology
27
+ 1.49%
$112.57 - $158.7 $3.04K - $4.28K
1.83K $206K
IYY
Ishares Tr

ETFs
7
+ 0.27%
$134.05 - $149.75 $938 - $1.05K
2.57K $348K
BURL
Burlington Stores, Inc.

Consumer Cyclical
242
+ 14.4%
$228.41 - $293.71 $55.3K - $71.1K
1.92K $458K
INN
Summit Hotel Properties, Inc.

Real Estate
200
+ 0.98%
$5.4 - $6.84 $1.08K - $1.37K
20.7K $111K
POOL
Pool Corp

Industrials
6
+ 0.44%
$314.92 - $364.31 $1.89K - $2.19K
1.38K $438K
KEYS
Keysight Technologies, Inc.

Technology
13
+ 0.41%
$148.16 - $185.11 $1.93K - $2.41K
3.21K $480K
TRMB
Trimble Inc.

Technology
40
+ 0.55%
$65.52 - $77.49 $2.62K - $3.1K
7.26K $476K
SEE
Sealed Air Corp

Consumer Cyclical
2.6K
+ 11.56%
$28.9 - $35.65 $75.1K - $92.7K
25.1K $725K
ONTO
Onto Innovation Inc.

Technology
564
+ 24.24%
$121.34 - $224.5 $68.4K - $127K
2.89K $350K
FIBK
First Interstate Bancsystem Inc

Financial Services
45
+ 0.44%
$27.77 - $33.5 $1.25K - $1.51K
10.2K $292K
LOW
Lowes Companies Inc

Consumer Cyclical
247
+ 3.48%
$222.66 - $268.42 $55K - $66.3K
7.34K $1.71M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
30
+ 0.33%
$40.03 - $46.81 $1.2K - $1.4K
9.17K $372K
KBR
Kbr, Inc.

Industrials
28
+ 0.56%
$47.88 - $60.47 $1.34K - $1.69K
5.04K $250K
RPM
Rpm International Inc

Basic Materials
20
+ 0.31%
$114.03 - $128.31 $2.28K - $2.57K
6.48K $749K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.03%
$120.24 - $134.3 $240 - $269
6.52K $794K
LAD
Lithia Motors Inc

Consumer Cyclical
79
+ 5.51%
$285.59 - $385.71 $22.6K - $30.5K
1.51K $444K
PIPR
Piper Sandler Companies

Financial Services
4
+ 0.29%
$244.29 - $323.68 $977 - $1.29K
1.38K $341K
BX
Blackstone Inc.

Financial Services
667
+ 13.17%
$136.53 - $186.74 $91.1K - $125K
5.73K $801K
VONG
Vanguard Russell 1000 Growth E

ETFs
10
+ 0.14%
$92.71 - $107.38 $927 - $1.07K
7.04K $652K
ZBRA
Zebra Technologies Corp

Technology
65
+ 7.31%
$271.72 - $421.11 $17.7K - $27.4K
954 $269K
WK
Workiva Inc

Technology
584
+ 15.87%
$75.91 - $114.09 $44.3K - $66.6K
4.26K $323K
SHAK
Shake Shack Inc.

Consumer Cyclical
106
+ 4.79%
$82.77 - $133.38 $8.77K - $14.1K
2.32K $204K
GDYN
Grid Dynamics Holdings, Inc.

Technology
140
+ 0.96%
$15.65 - $24.05 $2.19K - $3.37K
14.7K $230K
ZD
Ziff Davis, Inc.

Communication Services
15
+ 0.26%
$37.58 - $55.5 $564 - $833
5.87K $220K
ADI
Analog Devices Inc

Technology
1
+ 0.01%
$201.56 - $243.82 $202 - $244
11.2K $2.25M
BAH
Booz Allen Hamilton Holding Corp

Industrials
3.58K
+ 17.35%
$102.72 - $143.06 $368K - $512K
24.2K $2.53M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.59K
+ 1.89%
$48.06 - $53.73 $76.6K - $85.6K
85.7K $4.18M
EVR
Evercore Inc.

Financial Services
32
+ 1.76%
$190.28 - $291.27 $6.09K - $9.32K
1.85K $370K
TTD
Trade Desk, Inc.

Technology
4.27K
+ 72.65%
$53.59 - $126.58 $229K - $541K
10.2K $555K
AMP
Ameriprise Financial Inc

Financial Services
14
+ 0.42%
$472.29 - $575.13 $6.61K - $8.05K
3.39K $1.64M
IYW
Ishares Dj Us Tech ETF

ETFs
414
+ 2.86%
$140.44 - $166.79 $58.1K - $69.1K
14.9K $2.09M
ICLR
Icon PLC

Healthcare
97
+ 1.24%
$174.99 - $222.58 $17K - $21.6K
7.93K $1.39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
332
+ 3.35%
$468.34 - $539.52 $155K - $179K
10.3K $4.81M
XLY
Select Sector Spdr Consumer Di

ETFs
540
+ 3.9%
$192.6 - $233.2 $104K - $126K
14.4K $2.83M
SOXX
Ishares Semiconductor ETF

ETFs
834
+ 4.39%
$188.17 - $235.81 $157K - $197K
19.8K $3.73M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
14.8K
+ 2.71%
$53.6 - $58.97 $796K - $876K
562K $30.5M
APP
App Lovin Corp

Technology
1.07K
+ 9.11%
$238.08 - $510.13 $254K - $543K
12.8K $3.38M
TGT
Target Corp

Consumer Defensive
3.38K
+ 13.08%
$103.65 - $142.5 $350K - $481K
29.2K $3.05M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.32K
+ 3.7%
$165.25 - $224.62 $218K - $297K
37K $6.15M
XLK
Technology Sector Spdr

ETFs
134
+ 0.31%
$206.38 - $242.18 $27.7K - $32.5K
43.7K $9.01M
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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