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
RGLD
Royal Gold Inc

Basic Materials
112
New
$155.48 - $186.71 $17.4K - $20.9K
112 $19K
IVT
Inven Trust Properties Corp.

Real Estate
721
New
$25.97 - $29.73 $18.7K - $21.4K
721 $19K
DHR
Danaher Corp

Healthcare
98
New
$174.64 - $205.16 $17.1K - $20.1K
98 $19K
VECO
Veeco Instruments Inc

Technology
940
New
$17.35 - $21.81 $16.3K - $20.5K
940 $19K
JBHT
Hunt J B Transport Services Inc

Industrials
138
New
$124.73 - $152.78 $17.2K - $21.1K
138 $19K
PDFS
Pdf Solutions Inc

Technology
928
New
$16.41 - $21.44 $15.2K - $19.9K
928 $19K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
278
New
$55.54 - $69.09 $15.4K - $19.2K
278 $19K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
1.2K
New
$9.99 - $16.97 $12K - $20.4K
1.2K $18K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
228
New
$67.03 - $80.35 $15.3K - $18.3K
228 $18K
WSO
Watsco Inc

Industrials
41
New
$421.84 - $520.66 $17.3K - $21.3K
41 $18K
EVRG
Evergy, Inc.

Utilities
275
New
$64.06 - $69.64 $17.6K - $19.2K
275 $18K
KD
Kyndryl Holdings, Inc.

Technology
427
New
$27.77 - $41.96 $11.9K - $17.9K
427 $17K
IAS
Integral Ad Science Holding Corp.

Communication Services
2.07K
New
$6.38 - $8.33 $13.2K - $17.3K
2.07K $17K
SONY
Sony Group Corp

Technology
660
New
$21.24 - $26.88 $14K - $17.7K
660 $17K
PCAR
Paccar Inc

Industrials
185
New
$86.4 - $99.09 $16K - $18.3K
185 $17K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
1.05K
New
$11.68 - $19.18 $12.2K - $20K
1.05K $17K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.3K
New
$10.8 - $16.92 $14K - $21.9K
1.3K $17K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
271
New
$52.22 - $73.66 $14.2K - $20K
271 $17K
CI
Cigna Corp

Healthcare
53
New
$301.89 - $340.04 $16K - $18K
53 $17K
UCTT
Ultra Clean Holdings, Inc.

Technology
793
New
$17.84 - $22.81 $14.1K - $18.1K
793 $17K
SAND
Sandstorm Gold LTD

Basic Materials
1.83K
New
$6.82 - $9.53 $12.5K - $17.5K
1.83K $17K
GFI
Gold Fields LTD

Basic Materials
692
New
$19.94 - $25.71 $13.8K - $17.8K
692 $16K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
192
New
$70.44 - $86.87 $13.5K - $16.7K
192 $16K
TWLO
Twilio Inc

Communication Services
132
New
$81.34 - $124.36 $10.7K - $16.4K
132 $16K
VIRT
Virtu Financial, Inc.

Financial Services
363
New
$32.82 - $44.79 $11.9K - $16.3K
363 $16K
PII
Polaris Inc.

Consumer Cyclical
407
New
$31.97 - $42.61 $13K - $17.3K
407 $16K
MP
Mp Materials Corp.

Basic Materials
494
New
$18.77 - $37.74 $9.27K - $18.6K
494 $16K
TOL
Toll Brothers, Inc.

Consumer Cyclical
136
New
$90.5 - $114.3 $12.3K - $15.5K
136 $15K
STLD
Steel Dynamics Inc

Basic Materials
157
New
N/A
157 $15K
DTM
Dt Midstream, Inc.

Energy
144
New
$87.23 - $109.91 $12.6K - $15.8K
144 $15K
VBK
Vanguard Small Cap Growth ETF

ETFs
55
New
$219.76 - $276.94 $12.1K - $15.2K
55 $15K
CHK
Chesapeake Energy Corp

Energy
178
New
N/A
178 $15K
ALV
Autoliv Inc

Consumer Cyclical
135
New
$76.77 - $113.1 $10.4K - $15.3K
135 $15K
AVB
Avalonbay Communities Inc

Real Estate
78
New
$187.23 - $215.61 $14.6K - $16.8K
78 $15K
TXT
Textron Inc

Industrials
184
New
$60.72 - $80.34 $11.2K - $14.8K
184 $14K
EWBC
East West Bancorp Inc

Financial Services
143
New
$71.03 - $101.75 $10.2K - $14.6K
143 $14K
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
1.21K
New
N/A
1.21K $14K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
158
New
$90.21 - $112.66 $14.3K - $17.8K
158 $14K
CRSP
Crispr Therapeutics Ag

Healthcare
300
New
$31.27 - $48.64 $9.38K - $14.6K
300 $14K
CMS
Cms Energy Corp

Utilities
216
New
$68.57 - $75.51 $14.8K - $16.3K
216 $14K
GM
General Motors CO

Consumer Cyclical
294
New
$42.48 - $50.46 $12.5K - $14.8K
294 $14K
VFC
V F Corp

Consumer Cyclical
1.27K
New
$9.74 - $16.39 $12.4K - $20.8K
1.27K $14K
FHN
First Horizon Corp

Financial Services
693
New
$16.21 - $21.2 $11.2K - $14.7K
693 $14K
KIM
Kimco Realty Corp

Real Estate
711
New
$18.7 - $21.69 $13.3K - $15.4K
711 $14K
AMOT
Allied Motion Technologies Inc

Technology
500
New
N/A
500 $13K
UGI
Ugi Corp

Utilities
369
New
$30.18 - $36.59 $11.1K - $13.5K
369 $13K
OKTA
Okta, Inc.

Technology
137
New
$91.24 - $127.3 $12.5K - $17.4K
137 $13K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
250
New
$46.92 - $55.01 $11.7K - $13.8K
250 $13K
PATH
Ui Path, Inc.

Technology
1.05K
New
$9.79 - $13.31 $10.3K - $14K
1.05K $13K
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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