Mount Yale Investment Advisors, LLC New Holdings in Q3 2024

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
18.2K
New
$238.42 - $276.53 $4.34M - $5.03M
18.2K $4.98M
PPG
Ppg Industries Inc

Basic Materials
36.2K
New
$118.32 - $134.55 $4.28M - $4.87M
36.2K $4.8M
PARA
Paramount Global

Communication Services
426K
New
$9.98 - $11.95 $4.25M - $5.09M
426K $4.52M
SE
Sea LTD

Consumer Cyclical
24.6K
New
$59.94 - $94.83 $1.47M - $2.33M
24.6K $2.32M
DOW
Dow Inc.

Basic Materials
22.2K
New
$50.15 - $55.41 $1.11M - $1.23M
22.2K $1.21M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4.45K
New
$233.4 - $302.36 $1.04M - $1.34M
4.45K $1.21M
CW
Curtiss Wright Corp

Industrials
2.89K
New
$265.18 - $332.22 $766K - $959K
2.89K $948K
HALO
Halozyme Therapeutics, Inc.

Healthcare
15K
New
$51.3 - $64.42 $768K - $965K
15K $856K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.1K
New
$41.9 - $48.26 $590K - $680K
14.1K $674K
VGT
Vanguard Information Technolog

ETFs
1.03K
New
$514.43 - $606.85 $528K - $623K
1.03K $602K
EQIX
Equinix Inc

Real Estate
567
New
$749.0 - $890.01 $425K - $505K
567 $503K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.87K
New
$149.02 - $167.67 $428K - $482K
2.87K $481K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.78K
New
$48.06 - $49.39 $374K - $384K
7.78K $383K
EMR
Emerson Electric CO

Industrials
3.39K
New
$98.19 - $118.87 $332K - $402K
3.39K $370K
GLBE
Global E Online Ltd.

Consumer Cyclical
8.41K
New
$31.53 - $38.44 $265K - $323K
8.41K $323K
BRFS
Brf S.A.

Consumer Defensive
72.4K
New
$3.63 - $4.75 $263K - $344K
72.4K $316K
FIBK
First Interstate Bancsystem Inc

Financial Services
10.1K
New
$27.11 - $32.35 $275K - $328K
10.1K $311K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.09K
New
$50.52 - $50.95 $308K - $310K
6.09K $309K
MMSI
Merit Medical Systems Inc

Healthcare
3.13K
New
$84.12 - $100.23 $263K - $314K
3.13K $309K
VDC
Vanguard Consumer Staples ETF

ETFs
1.39K
New
$201.77 - $221.32 $280K - $307K
1.39K $303K
FLR
Fluor Corp

Industrials
6.28K
New
$43.22 - $50.26 $271K - $316K
6.28K $299K
CMC
Commercial Metals CO

Basic Materials
5.45K
New
$48.67 - $60.35 $265K - $329K
5.45K $299K
PHG
Koninklijke Philips Nv

Healthcare
8.91K
New
$25.08 - $32.73 $224K - $292K
8.91K $291K
SIG
Signet Jewelers LTD

Consumer Cyclical
2.8K
New
$72.58 - $103.15 $203K - $289K
2.8K $288K
GDDY
Go Daddy Inc.

Technology
1.84K
New
$141.41 - $167.41 $261K - $309K
1.84K $288K
WLDN
Willdan Group, Inc.

Industrials
6.93K
New
$29.09 - $41.12 $201K - $285K
6.93K $283K
TROX
Tronox Holdings PLC

Basic Materials
19.4K
New
$11.69 - $17.31 $226K - $335K
19.4K $283K
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.77K
New
$48.27 - $49.33 $278K - $285K
5.77K $282K
INFY
Infosys LTD

Technology
12.7K
New
$18.76 - $23.28 $238K - $295K
12.7K $282K
TIMB
Tim S.A.

Communication Services
16.4K
New
$14.05 - $17.31 $231K - $284K
16.4K $282K
JD
Jd.Com, Inc.

Consumer Cyclical
6.97K
New
$24.95 - $40.01 $174K - $279K
6.97K $278K
FROG
J Frog LTD

Technology
9.46K
New
$24.68 - $39.51 $233K - $374K
9.46K $274K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
5.97K
New
$36.06 - $46.59 $215K - $278K
5.97K $270K
VHT
Vanguard Health Care ETF

ETFs
948
New
$261.88 - $288.1 $248K - $273K
948 $267K
BNDX
Vanguard Total International B

ETFs
5.32K
New
$48.42 - $50.35 $258K - $268K
5.32K $267K
INSM
Insmed Inc

Healthcare
3.55K
New
$62.0 - $79.01 $220K - $281K
3.55K $259K
VGSH
Vanguard

ETFs
4.26K
New
$57.74 - $59.13 $246K - $252K
4.26K $251K
KNSL
Kinsale Capital Group, Inc.

Financial Services
536
New
$370.41 - $491.09 $199K - $263K
536 $249K
TRMB
Trimble Inc.

Technology
4K
New
$49.82 - $62.06 $199K - $248K
4K $248K
BYD
Boyd Gaming Corp

Consumer Cyclical
3.8K
New
$53.72 - $65.35 $204K - $248K
3.8K $245K
BNTX
Bio N Tech Se

Healthcare
2.05K
New
$78.36 - $124.66 $161K - $256K
2.05K $243K
LITE
Lumentum Holdings Inc.

Technology
3.74K
New
$40.28 - $64.74 $151K - $242K
3.74K $236K
RDNT
Rad Net, Inc.

Healthcare
3.39K
New
$55.28 - $71.1 $187K - $241K
3.39K $235K
ISRG
Intuitive Surgical Inc

Healthcare
458
New
$416.14 - $494.01 $191K - $226K
458 $225K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.15K
New
$92.63 - $105.69 $199K - $227K
2.15K $224K
PANW
Palo Alto Networks Inc

Technology
656
New
$294.18 - $368.01 $193K - $241K
656 $224K
MUSA
Murphy Usa Inc.

Consumer Cyclical
453
New
$452.85 - $536.35 $205K - $243K
453 $223K
JNPR
Juniper Networks Inc

Technology
5.61K
New
$36.35 - $39.03 $204K - $219K
5.61K $218K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.49K
New
$62.4 - $62.4 $218K - $218K
3.49K $217K
Activity Summary
Buys All Purchases 201 New Holdings 69 Increased Positions 132 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 5 Puts 1
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