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
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
119
New
$45.07 - $52.57 $5.36K - $6.26K
119 $5K
CF
Cf Industries Holdings, Inc.

Basic Materials
59
New
$68.47 - $102.48 $4.04K - $6.05K
59 $5K
CPT
Camden Property Trust

Real Estate
53
New
$106.53 - $122.8 $5.65K - $6.51K
53 $5K
LYV
Live Nation Entertainment, Inc.

Communication Services
38
New
$118.81 - $151.28 $4.51K - $5.75K
38 $5K
ELS
Equity Lifestyle Properties Inc

Real Estate
90
New
$61.46 - $68.02 $5.53K - $6.12K
90 $5K
FSLR
First Solar, Inc.

Technology
35
New
$120.38 - $192.98 $4.21K - $6.75K
35 $5K
AMH
American Homes 4 Rent

Real Estate
151
New
$32.8 - $39.31 $4.95K - $5.94K
151 $5K
RWO
Spdr Dow Jones Global Real Est

ETFs
131
New
$38.85 - $45.0 $5.09K - $5.9K
131 $5K
EWP
Ishares Inc Msci Spain ETF

ETFs
122
New
$34.15 - $44.03 $4.17K - $5.37K
122 $5K
G
Genpact LTD

Technology
134
New
$40.65 - $50.56 $5.45K - $6.78K
134 $5K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
50
New
$105.72 - $1416.0 $5.29K - $70.8K
50 $5K
CNHI
Cnh Industrial N.V.

Industrials
492
New
N/A
492 $5K
PSA
Public Storage

Real Estate
19
New
$266.31 - $309.77 $5.06K - $5.89K
19 $5K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
500
New
$10.59 - $11.48 $5.3K - $5.74K
500 $5K
NTRS
Northern Trust Corp

Financial Services
46
New
$84.45 - $126.79 $3.88K - $5.83K
46 $5K
GMAB
Genmab A/S

Healthcare
280
New
$17.98 - $23.09 $5.03K - $6.47K
280 $5K
OMI
Owens & Minor Inc

Healthcare
485
New
$6.35 - $9.16 $3.08K - $4.44K
485 $4K
UNM
Unum Group

Financial Services
52
New
$70.48 - $82.91 $3.66K - $4.31K
52 $4K
EQH
Equitable Holdings, Inc.

Financial Services
74
New
$43.98 - $56.1 $3.25K - $4.15K
74 $4K
BOTZ
Global X Fds

ETFs
135
New
$24.51 - $32.65 $3.31K - $4.41K
135 $4K
ATO
Atmos Energy Corp

Utilities
27
New
$145.06 - $162.66 $3.92K - $4.39K
27 $4K
ESAB
Esab Corp

Industrials
34
New
$104.48 - $130.25 $3.55K - $4.43K
34 $4K
OXY
Occidental Petroleum Corp

Energy
107
New
$36.11 - $49.33 $3.86K - $5.28K
107 $4K
WBS
Webster Financial Corp

Financial Services
82
New
$41.76 - $54.91 $3.42K - $4.5K
82 $4K
VTRS
Viatris Inc

Healthcare
513
New
$7.26 - $9.12 $3.72K - $4.68K
513 $4K
COLB
Columbia Banking System, Inc.

Financial Services
176
New
$20.71 - $25.63 $3.64K - $4.51K
176 $4K
EWJ
Ishares Msci Japan ETF

ETFs
56
New
$61.32 - $75.28 $3.43K - $4.22K
56 $4K
SAIC
Science Applications International Corp

Technology
36
New
$100.22 - $123.41 $3.61K - $4.44K
36 $4K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
100
New
$41.37 - $53.28 $4.14K - $5.33K
100 $4K
LNC
Lincoln National Corp

Financial Services
131
New
$28.95 - $37.27 $3.79K - $4.88K
131 $4K
FXE
Invesco Currency Shares Euro Trust

ETFs
42
New
$99.56 - $108.79 $4.18K - $4.57K
42 $4K
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
62
New
$59.06 - $65.21 $3.66K - $4.04K
62 $4K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
41
New
$99.46 - $129.39 $4.08K - $5.3K
41 $4K
NOV
Nov Inc.

Energy
329
New
$11.11 - $15.41 $3.66K - $5.07K
329 $4K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
177
New
$23.19 - $25.35 $4.1K - $4.49K
177 $4K
ROLL
Rbc Bearings Inc

Industrials
20
New
N/A
20 $4K
ON
On Semiconductor Corp

Technology
73
New
$31.95 - $54.21 $2.33K - $3.96K
73 $3K
EWI
Ishares Inc Msci Italy ETF

ETFs
63
New
$36.6 - $48.32 $2.31K - $3.04K
63 $3K
CMA
Comerica Inc

Financial Services
53
New
$50.42 - $59.65 $2.67K - $3.16K
53 $3K
EWS
Ishares Inc Msci Singapore ETF

ETFs
134
New
$20.22 - $26.35 $2.71K - $3.53K
134 $3K
GGG
Graco Inc

Industrials
39
New
$74.02 - $87.26 $2.89K - $3.4K
39 $3K
DVY
Ishares Tr

ETFs
30
New
$118.37 - $134.86 $3.55K - $4.05K
30 $3K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
66
New
$45.2 - $46.6 $2.98K - $3.08K
66 $3K
CYRX
Cryoport, Inc.

Industrials
519
New
$4.95 - $7.46 $2.57K - $3.87K
519 $3K
FTI
Technip Fmc PLC

Energy
93
New
$23.18 - $35.33 $2.16K - $3.29K
93 $3K
ZG
Zillow Group, Inc.

Communication Services
55
New
$59.44 - $70.64 $3.27K - $3.89K
55 $3K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
70
New
$42.95 - $53.21 $3.01K - $3.72K
70 $3K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
81
New
$35.3 - $37.51 $2.86K - $3.04K
81 $3K
SWKS
Skyworks Solutions, Inc.

Technology
44
New
$49.2 - $74.95 $2.16K - $3.3K
44 $3K
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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