Mount Yale Investment Advisors, LLC New Holdings in Q2 2025

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
752K
New
$33.6 - $40.23 $25.3M - $30.2M
752K $30.2M
STLG
Ishares Factors Us Growth Styl

ETFs
409K
New
N/A
409K $20.6M
DPZ
Dominos Pizza Inc

Consumer Cyclical
2.73K
New
$430.72 - $497.52 $1.18M - $1.36M
2.73K $1.23M
INTF
Ishares Tr

ETFs
34.1K
New
$27.6 - $34.51 $941K - $1.18M
34.1K $1.17M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
22.4K
New
$50.09 - $51.09 $1.12M - $1.14M
22.4K $1.14M
CEG
Constellation Energy Corp

Utilities
2.92K
New
$170.96 - $322.76 $499K - $942K
2.92K $942K
PRF
Invesco Exchange Traded Fd Tr

ETFs
22K
New
$35.77 - $42.27 $787K - $929K
22K $929K
FTNT
Fortinet, Inc.

Technology
7.89K
New
$84.71 - $108.69 $668K - $857K
7.89K $833K
RBLX
Roblox Corp

Communication Services
7.23K
New
$51.22 - $105.59 $370K - $763K
7.23K $760K
DHI
Horton D R Inc

Consumer Cyclical
5.33K
New
$115.1 - $129.63 $614K - $691K
5.33K $687K
NTES
Net Ease, Inc.

Communication Services
4.95K
New
$91.37 - $134.58 $452K - $666K
4.95K $665K
COF
Capital One Financial Corp

Financial Services
2.92K
New
$150.57 - $212.76 $439K - $620K
2.92K $620K
SNOW
Snowflake Inc.

Technology
2.77K
New
$130.53 - $223.77 $361K - $619K
2.77K $618K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.9K
New
$102.02 - $103.5 $601K - $610K
5.9K $606K
LHX
L3 Harris Technologies, Inc.

Industrials
2.32K
New
$200.21 - $256.99 $464K - $596K
2.32K $581K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.69K
New
N/A
6.69K $574K
ETR
Entergy Corp

Utilities
5.81K
New
$79.01 - $86.61 $459K - $503K
5.81K $483K
FICO
Fair Isaac Corp

Technology
258
New
$1503.62 - $2206.01 $388K - $569K
258 $471K
MLM
Martin Marietta Materials Inc

Basic Materials
843
New
$452.51 - $568.19 $381K - $479K
843 $462K
OUNZ
Van Eck Merk Gold Trust

ETFs
13.9K
New
$28.68 - $33.09 $400K - $461K
13.9K $444K
PLTR
Palantir Technologies Inc.

Technology
3.09K
New
$74.01 - $144.25 $229K - $446K
3.09K $421K
JHX
James Hardie Industries PLC

Basic Materials
15.6K
New
$20.27 - $27.59 $317K - $431K
15.6K $419K
VLUE
Ishares Msci Usa Value Factor

ETFs
3.67K
New
$93.5 - $113.21 $343K - $416K
3.67K $415K
SMTC
Semtech Corp

Technology
8.73K
New
$24.34 - $45.62 $212K - $398K
8.73K $394K
WING
Wingstop Inc.

Consumer Cyclical
1.12K
New
$210.24 - $381.46 $235K - $427K
1.12K $376K
CWST
Casella Waste Systems Inc

Industrials
3.25K
New
$103.78 - $120.37 $338K - $392K
3.25K $375K
NEM
Newmont Corp

Basic Materials
5.99K
New
$44.18 - $59.46 $265K - $356K
5.99K $348K
AVAV
Aero Vironment Inc

Industrials
1.2K
New
$111.65 - $284.95 $134K - $341K
1.2K $341K
CTRE
Care Trust Reit, Inc.

Real Estate
10.2K
New
$26.65 - $30.69 $271K - $312K
10.2K $311K
RS
Reliance Steel & Aluminum CO

Basic Materials
976
New
$262.08 - $316.81 $256K - $309K
976 $306K
HEI
Heico Corp

Industrials
925
New
$236.44 - $328.0 $219K - $303K
925 $303K
AMD
Advanced Micro Devices Inc

Technology
2.01K
New
$78.21 - $143.81 $157K - $288K
2.01K $284K
UMBF
Umb Financial Corp

Financial Services
2.68K
New
$86.4 - $107.99 $232K - $290K
2.68K $282K
MRVL
Marvell Technology, Inc.

Technology
3.63K
New
$49.38 - $79.97 $179K - $290K
3.63K $280K
THC
Tenet Healthcare Corp

Healthcare
1.59K
New
$110.41 - $176.0 $175K - $279K
1.59K $279K
LITE
Lumentum Holdings Inc.

Technology
2.77K
New
$49.56 - $95.06 $137K - $263K
2.77K $263K
SIMO
Silicon Motion Technology Corp

Technology
3.5K
New
$38.95 - $75.77 $136K - $265K
3.5K $263K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
12.5K
New
$19.55 - $21.78 $245K - $273K
12.5K $260K
SNPS
Synopsys Inc

Technology
507
New
$380.9 - $517.66 $193K - $262K
507 $259K
PI
Impinj Inc

Technology
2.3K
New
$62.54 - $125.05 $144K - $287K
2.3K $255K
RDNT
Rad Net, Inc.

Healthcare
4.4K
New
$47.36 - $61.14 $208K - $269K
4.4K $250K
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.37K
New
$95.65 - $116.49 $226K - $276K
2.37K $246K
PHR
Phreesia, Inc.

Healthcare
8.64K
New
$23.25 - $28.49 $201K - $246K
8.64K $245K
ANIP
Ani Pharmaceuticals Inc

Healthcare
3.76K
New
$57.79 - $72.95 $217K - $274K
3.76K $245K
MMS
Maximus, Inc.

Industrials
3.48K
New
$65.54 - $76.8 $228K - $267K
3.48K $244K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
864
New
$179.95 - $278.88 $155K - $241K
864 $240K
FRME
First Merchants Corp

Financial Services
6.27K
New
$34.13 - $40.19 $214K - $252K
6.27K $240K
GWW
W.W. Grainger, Inc.

Industrials
227
New
$919.93 - $1101.66 $209K - $250K
227 $236K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.6K
New
$78.98 - $90.1 $205K - $234K
2.6K $233K
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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