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
FDX
Fedex Corp

Industrials
14
New
$198.07 - $245.17 $2.77K - $3.43K
14 $3K
ARKG
Ark Genomic Revolution ETF (De

ETFs
150
New
$18.34 - $24.56 $2.75K - $3.68K
150 $3K
ACHR
Archer Aviation Inc.

Industrials
287
New
$6.2 - $13.3 $1.78K - $3.82K
287 $3K
NI
Nisource Inc.

Utilities
76
New
$37.11 - $40.64 $2.82K - $3.09K
76 $3K
REXR
Rexford Industrial Realty, Inc.

Real Estate
109
New
$31.57 - $39.41 $3.44K - $4.3K
109 $3K
CG
Carlyle Group Inc.

Financial Services
65
New
$34.78 - $51.4 $2.26K - $3.34K
65 $3K
IYJ
Ishares Tr

ETFs
24
New
$115.07 - $142.31 $2.76K - $3.42K
24 $3K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
61
New
$50.1 - $51.02 $3.06K - $3.11K
61 $3K
BANC
Banc Of California, Inc.

Financial Services
258
New
$12.06 - $14.62 $3.11K - $3.77K
258 $3K
IBB
Ishares Biotechnology ETF

ETFs
24
New
$112.02 - $129.0 $2.69K - $3.1K
24 $3K
TDF
Templeton Dragon Fund Inc

Financial Services
317
New
$8.21 - $10.09 $2.6K - $3.2K
317 $3K
LFUS
Littelfuse Inc

Technology
17
New
$149.72 - $227.31 $2.55K - $3.86K
17 $3K
GME
Game Stop Corp.

Consumer Cyclical
129
New
$21.1 - $35.01 $2.72K - $4.52K
129 $3K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
34
New
$60.21 - $75.37 $2.05K - $2.56K
34 $2K
APA
Apa Corp

Energy
115
New
$14.03 - $21.24 $1.61K - $2.44K
115 $2K
EWZS
Ishares Msci Brazil Small Cap

ETFs
226
New
$9.92 - $13.26 $2.24K - $3K
226 $2K
EWK
Ishares Inc Msci Belgium ETF

ETFs
110
New
$18.27 - $22.45 $2.01K - $2.47K
110 $2K
CLOU
Global X Fds Cloud Computing E

ETFs
110
New
$18.31 - $23.55 $2.01K - $2.59K
110 $2K
FSS
Federal Signal Corp

Industrials
28
New
$69.23 - $106.42 $1.94K - $2.98K
28 $2K
HIW
Highwoods Properties, Inc.

Real Estate
89
New
$25.31 - $31.85 $2.25K - $2.83K
89 $2K
HST
Host Hotels & Resorts, Inc.

Real Estate
135
New
$12.7 - $16.07 $1.71K - $2.17K
135 $2K
XPO
Xpo Logistics, Inc.

Industrials
19
New
$91.46 - $128.1 $1.74K - $2.43K
19 $2K
AZEK
Azek CO Inc.

Industrials
44
New
$43.39 - $54.86 $1.91K - $2.41K
44 $2K
FHB
First Hawaiian, Inc.

Financial Services
102
New
$21.14 - $24.96 $2.16K - $2.55K
102 $2K
BCE
Bce Inc

Communication Services
117
New
$20.87 - $22.95 $2.44K - $2.69K
117 $2K
EWW
Ishares Inc Msci Mexico ETF

ETFs
43
New
N/A
43 $2K
EWH
Ishares Msci Hong Kong ETF

ETFs
138
New
$15.2 - $20.06 $2.1K - $2.77K
138 $2K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
122
New
$15.5 - $20.28 $1.89K - $2.47K
122 $2K
DNLI
Denali Therapeutics Inc.

Healthcare
201
New
$11.47 - $16.65 $2.31K - $3.35K
201 $2K
RCI
Rogers Communications Inc

Communication Services
69
New
$23.54 - $29.66 $1.62K - $2.05K
69 $2K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
96
New
$19.41 - $28.74 $1.86K - $2.76K
96 $2K
AA
Alcoa Corp

Basic Materials
86
New
$22.57 - $30.84 $1.94K - $2.65K
86 $2K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
79
New
$28.49 - $33.82 $2.25K - $2.67K
79 $2K
URE
Proshares Ultra Real Estate

ETFs
32
New
$50.99 - $66.16 $1.63K - $2.12K
32 $2K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
257
New
$6.88 - $12.61 $1.77K - $3.24K
257 $2K
WTRG
Essential Utilities, Inc.

Utilities
71
New
$36.92 - $41.39 $2.62K - $2.94K
71 $2K
EWG
Ishares Msci Germany ETF

ETFs
70
New
$33.22 - $42.57 $2.33K - $2.98K
70 $2K
SSYS
Stratasys Ltd.

Technology
200
New
$8.72 - $11.47 $1.74K - $2.29K
200 $2K
OLN
Olin Corp

Basic Materials
100
New
$17.96 - $24.7 $1.8K - $2.47K
100 $2K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
82
New
$19.5 - $30.4 $1.6K - $2.49K
82 $2K
PNR
Pentair PLC

Industrials
25
New
$76.17 - $103.58 $1.9K - $2.59K
25 $2K
CAG
Conagra Brands Inc.

Consumer Defensive
109
New
$20.4 - $26.78 $2.22K - $2.92K
109 $2K
EWL
Ishares Inc Msci Switzerlnd

ETFs
37
New
$47.04 - $56.27 $1.74K - $2.08K
37 $2K
MIR
Mirion Technologies, Inc.

Industrials
100
New
$12.7 - $21.71 $1.27K - $2.17K
100 $2K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
40
New
$29.19 - $50.24 $1.17K - $2.01K
40 $2K
TECH
Bio Techne Corp

Healthcare
24
New
$46.66 - $58.38 $1.12K - $1.4K
24 $1K
CPER
United States Copper Index Fun

ETFs
48
New
$25.72 - $31.7 $1.23K - $1.52K
48 $1K
NSSC
Napco Security Technologies, Inc

Industrials
66
New
$19.82 - $29.82 $1.31K - $1.97K
66 $1K
AAL
American Airlines Group Inc.

Industrials
138
New
N/A
138 $1K
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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