Mount Yale Investment Advisors, LLC Incresed Positions in Q4 2024

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Kenvue Inc
11.6K
+ 50.65%
N/A
34.6K $0
Talen Energy Corp
2.51K
+ 124.11%
N/A
4.54K $0
Crane Company
1
+ 0.02%
N/A
4.93K $0
Corpay Inc
203
+ 11.67%
N/A
1.94K $0
CRH.L
Crh PLC

Basic Materials
58
+ 0.64%
N/A
9.06K $0
Linde PLC
440
+ 9.68%
N/A
4.98K $0
Wns Hldgs LTD
805
+ 18.07%
N/A
5.26K $0
LADR
Ladder Capital Corp

Real Estate
42
+ 0.24%
$10.95 - $11.99 $460 - $504
17.3K $193K
MMSI
Merit Medical Systems Inc

Healthcare
4
+ 0.13%
$93.76 - $105.52 $375 - $422
3.13K $303K
EHC
Encompass Health Corp

Healthcare
57
+ 2.06%
$92.35 - $103.77 $5.26K - $5.91K
2.82K $260K
BKH
Black Hills Corp

Utilities
2
+ 0.05%
$57.6 - $64.66 $115 - $129
4.29K $250K
FIS
Fidelity National Information Services, Inc.

Technology
247
+ 2.33%
$80.14 - $90.95 $19.8K - $22.5K
10.8K $874K
IXC
Ishares Tr Global Energy ETF

ETFs
77
+ 0.78%
$36.95 - $43.06 $2.85K - $3.32K
9.93K $379K
FTV
Fortive Corp

Technology
47
+ 0.72%
$71.16 - $79.68 $3.34K - $3.74K
6.62K $496K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
122
+ 1.5%
$96.64 - $101.23 $11.8K - $12.4K
8.25K $799K
A
Agilent Technologies, Inc.

Healthcare
26
+ 1.35%
$125.69 - $146.56 $3.27K - $3.81K
1.96K $262K
CL
Colgate Palmolive CO

Consumer Defensive
173
+ 5.53%
$90.22 - $102.31 $15.6K - $17.7K
3.3K $299K
ALLE
Allegion PLC

Industrials
15
+ 0.84%
$130.63 - $153.36 $1.96K - $2.3K
1.8K $234K
LDOS
Leidos Holdings, Inc.

Technology
546
+ 10.04%
$143.17 - $201.39 $78.2K - $110K
5.98K $861K
CMC
Commercial Metals CO

Basic Materials
12
+ 0.22%
$49.22 - $63.32 $591 - $760
5.46K $271K
IX
Orix Corp

Financial Services
129
+ 3.04%
$104.38 - $117.09 $13.5K - $15.1K
4.38K $464K
SPXC
Spx Corp

Industrials
4
+ 0.17%
$143.2 - $181.56 $573 - $726
2.34K $339K
ARCB
Arcbest Corp

Industrials
18
+ 0.79%
$93.08 - $121.9 $1.68K - $2.19K
2.29K $213K
FCFS
First Cash Holdings, Inc.

Financial Services
3
+ 0.09%
$100.54 - $114.86 $302 - $345
3.31K $343K
EGP
Eastgroup Properties Inc

Real Estate
6
+ 0.38%
$158.74 - $185.14 $952 - $1.11K
1.61K $257K
DUK
Duke Energy Corp

Utilities
393
+ 3.4%
$105.76 - $120.76 $41.6K - $47.5K
12K $1.29M
RMD
Resmed Inc

Healthcare
32
+ 0.95%
$228.69 - $256.07 $7.32K - $8.19K
3.4K $776K
NDSN
Nordson Corp

Industrials
4
+ 0.33%
$208.83 - $264.36 $835 - $1.06K
1.21K $253K
OMC
Omnicom Group Inc.

Communication Services
44
+ 0.84%
$85.82 - $105.47 $3.78K - $4.64K
5.3K $455K
RIO
Rio Tinto PLC

Basic Materials
200
+ 2.0%
$58.59 - $71.15 $11.7K - $14.2K
10.2K $599K
TECK
Teck Resources LTD

Basic Materials
97
+ 0.89%
$39.99 - $52.38 $3.88K - $5.08K
11K $447K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.21K
+ 5.61%
$75.1 - $82.99 $166K - $183K
41.6K $3.15M
HCA
Hca Healthcare, Inc.

Healthcare
221
+ 7.83%
$297.52 - $415.61 $65.8K - $91.8K
3.04K $913K
ABBV
Abb Vie Inc.

Healthcare
1.51K
+ 5.6%
$164.99 - $203.87 $250K - $309K
28.6K $5.07M
PGR
Progressive Corp

Financial Services
17
+ 0.07%
$239.6 - $268.88 $4.07K - $4.57K
24K $5.76M
MCHP
Microchip Technology Inc

Technology
3.44K
+ 12.74%
$55.51 - $79.05 $191K - $272K
30.4K $1.74M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.93K
+ 4.92%
$55.45 - $61.08 $495K - $545K
191K $10.6M
ELV
Elevance Health, Inc.

Healthcare
105
+ 2.62%
$365.96 - $514.62 $38.4K - $54K
4.12K $1.52M
Activity Summary
Buys All Purchases 263 New Holdings 74 Increased Positions 189 Sells All Sells 260 Reductions 260 Sold out 0 Options Calls 4 Puts 7
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