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
HPQ
Hp Inc

Technology
1.09K
New
$21.88 - $29.32 $23.9K - $32.1K
1.09K $26K
WERN
Werner Enterprises Inc

Industrials
973
New
$24.66 - $30.08 $24K - $29.3K
973 $26K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
275
New
$81.46 - $94.63 $22.4K - $26K
275 $26K
FIVE
Five Below, Inc

Consumer Cyclical
200
New
$55.75 - $131.18 $11.2K - $26.2K
200 $26K
CPK
Chesapeake Utilities Corp

Utilities
213
New
$116.0 - $135.5 $24.7K - $28.9K
213 $25K
EVF
Eaton Vance Senior Income Trust

Financial Services
4.48K
New
$5.15 - $5.81 $23.1K - $26K
4.48K $25K
BIIB
Biogen Inc.

Healthcare
200
New
$113.38 - $135.49 $22.7K - $27.1K
200 $25K
MPLX
Mplx LP

Energy
500
New
$46.68 - $53.89 $23.3K - $26.9K
500 $25K
DOW
Dow Inc.

Basic Materials
948
New
$25.81 - $34.89 $24.5K - $33.1K
948 $25K
LNTH
Lantheus Holdings, Inc.

Healthcare
317
New
$73.86 - $108.74 $23.4K - $34.5K
317 $25K
CSL
Carlisle Companies Inc

Industrials
66
New
$317.1 - $408.5 $20.9K - $27K
66 $24K
WEN
Wendy'S CO

Consumer Cyclical
2.17K
New
$11.11 - $14.72 $24.1K - $31.9K
2.17K $24K
MAA
Mid America Apartment Communities Inc.

Real Estate
167
New
$145.91 - $168.0 $24.4K - $28.1K
167 $24K
IBP
Installed Building Products, Inc.

Consumer Cyclical
134
New
$153.99 - $182.0 $20.6K - $24.4K
134 $24K
YOU
Clear Secure, Inc.

Technology
874
New
$23.96 - $27.76 $20.9K - $24.3K
874 $24K
PAYO
Payoneer Global Inc.

Technology
3.53K
New
$5.9 - $7.55 $20.8K - $26.7K
3.53K $24K
IDU
Ishares Tr U S Utils ETF

ETFs
236
New
$93.98 - $106.11 $22.2K - $25K
236 $24K
PCG
Pg&E Corp

Utilities
1.76K
New
$13.55 - $17.87 $23.8K - $31.4K
1.76K $24K
TPL
Texas Pacific Land Corp

Energy
23
New
$1036.28 - $1430.55 $23.8K - $32.9K
23 $24K
LUV
Southwest Airlines CO

Industrials
764
New
$24.04 - $34.36 $18.4K - $26.3K
764 $24K
DG
Dollar General Corp

Consumer Defensive
217
New
$86.02 - $114.95 $18.7K - $24.9K
217 $24K
K
Kellogg CO

Consumer Defensive
294
New
$77.85 - $82.88 $22.9K - $24.4K
294 $23K
DKNG
Draft Kings Inc.

Consumer Cyclical
546
New
$31.67 - $42.89 $17.3K - $23.4K
546 $23K
DD
Du Pont De Nemours, Inc.

Basic Materials
341
New
$55.13 - $75.25 $18.8K - $25.7K
341 $23K
IGRO
Ishares Tr International Divid

ETFs
296
New
$66.32 - $80.17 $19.6K - $23.7K
296 $23K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
510
New
$43.65 - $45.44 $22.3K - $23.2K
510 $23K
ADC
Agree Realty Corp

Real Estate
328
New
$70.68 - $79.12 $23.2K - $26K
328 $23K
WHR
Whirlpool Corp

Consumer Cyclical
229
New
$75.71 - $101.42 $17.3K - $23.2K
229 $23K
EQR
Equity Residential

Real Estate
329
New
$61.82 - $71.72 $20.3K - $23.6K
329 $22K
MVBF
Mvb Financial Corp

Financial Services
1K
New
$15.72 - $22.53 $15.7K - $22.5K
1K $22K
EXAS
Exact Sciences Corp

Healthcare
425
New
$40.31 - $58.08 $17.1K - $24.7K
425 $22K
RGEN
Repligen Corp

Healthcare
179
New
$108.89 - $145.23 $19.5K - $26K
179 $22K
ZS
Zscaler, Inc.

Technology
71
New
$174.67 - $315.32 $12.4K - $22.4K
71 $22K
HUN
Huntsman Corp

Basic Materials
2.2K
New
$10.28 - $15.52 $22.6K - $34.1K
2.2K $22K
CWEN
Clearway Energy, Inc.

Utilities
682
New
$26.74 - $32.22 $18.2K - $22K
682 $21K
SUB
Ishares Short Term National Mu

ETFs
203
New
$104.77 - $106.34 $21.3K - $21.6K
203 $21K
WPC
W. P. Carey Inc.

Real Estate
348
New
$56.12 - $64.53 $19.5K - $22.5K
348 $21K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
2.53K
New
$6.26 - $9.51 $15.8K - $24.1K
2.53K $21K
PKI
Perkinelmer Inc

Healthcare
178
New
N/A
178 $21K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
313
New
$60.29 - $71.77 $18.9K - $22.5K
313 $21K
PCVX
Vaxcyte, Inc.

Healthcare
639
New
$28.04 - $37.2 $17.9K - $23.8K
639 $20K
TGTX
Tg Therapeutics, Inc.

Healthcare
570
New
$33.37 - $45.51 $19K - $25.9K
570 $20K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
2.33K
New
$7.19 - $8.75 $16.8K - $20.4K
2.33K $20K
DTE
Dte Energy CO

Utilities
152
New
$127.39 - $139.49 $19.4K - $21.2K
152 $20K
EUSB
Ishares Tr Esg Advanced Total

Technology
468
New
$42.54 - $43.56 $19.9K - $20.4K
468 $20K
DOCU
Docusign, Inc.

Technology
269
New
$70.35 - $93.84 $18.9K - $25.2K
269 $20K
EXPE
Expedia Group, Inc.

Consumer Cyclical
124
New
$136.63 - $176.62 $16.9K - $21.9K
124 $20K
NGD
New Gold Inc.

Basic Materials
3.94K
New
$2.98 - $4.95 $11.8K - $19.5K
3.94K $19K
IT
Gartner Inc

Technology
49
New
$377.5 - $449.52 $18.5K - $22K
49 $19K
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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