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
ALB
Albemarle Corp

Basic Materials
3
New
$50.76 - $72.25 $152 - $217
3 $0
Veralto Corp
500
New
N/A
500 $0
Aptiv PLC
4.62K
New
N/A
4.62K $0
ABSI
Absci Corp

Healthcare
100
New
$2.24 - $3.22 $224 - $322
100 $0
Ea Series Trust
268
New
N/A
268 $0
Amer Sports Inc
130
New
N/A
130 $0
Sphere 3 D Corp New
14
New
N/A
14 $0
Wk Kellogg CO
25
New
N/A
25 $0
Bunge Global Sa
109
New
N/A
109 $0
Annaly Capital Management In
1.81K
New
N/A
1.81K $0
WPP
Wpp PLC

Communication Services
23
New
$32.03 - $40.64 $737 - $935
23 $0
ACI
Albertsons Companies, Inc.

Consumer Defensive
20
New
$19.94 - $22.91 $399 - $458
20 $0
Sandisk Corp
55
New
N/A
55 $0
Amplify ETF Tr
22
New
N/A
22 $0
Arm Holdings PLC
56
New
N/A
56 $0
AQN
Algonquin Power & Utilities Corp.

Utilities
142
New
$4.56 - $6.22 $648 - $883
142 $0
Amplify ETF Tr
48
New
N/A
48 $0
ACAD
Acadia Pharmaceuticals Inc

Healthcare
16
New
$14.1 - $22.95 $226 - $367
16 $0
UHALB
Amerco Com Ser N
835
New
N/A
835 $0
OUSM
Alps ETF Tr Oshares U S Small

ETFs
9
New
$37.73 - $43.54 $340 - $392
9 $0
Flutter Entmt PLC
147
New
N/A
147 $0
Aeye Inc
2.74K
New
N/A
2.74K $0
Agenus Inc
3.62K
New
N/A
3.62K $0
Super Micro Computer Inc
197
New
N/A
197 $0
Te Connectivity PLC
323
New
N/A
323 $0
WLK
Westlake Corp

Basic Materials
3
New
$69.83 - $102.01 $209 - $306
3 $0
Bitdeer Technologies Group
2K
New
N/A
2K $0
ALCC
Alt C Acquisition Corp.

Financial Services
500
New
N/A
500 $0
Biohaven LTD
1.53K
New
N/A
1.53K $0
Solventum Corp
2.22K
New
N/A
2.22K $0
Anglogold Ashanti PLC
11
New
N/A
11 $0
Wells Fargo CO New
13
New
N/A
13 $0
APLD
Applied Blockchain, Inc.

Financial Services
10
New
$3.53 - $13.86 $35.3 - $139
10 $0
Bbb Foods Inc
2.61K
New
N/A
2.61K $0
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
4
New
$47.97 - $54.0 $192 - $216
4 $0
Ge Healthcare Technologies I
1.01K
New
N/A
1.01K $0
Ge Vernova Inc
279
New
N/A
279 $0
Grayscale Bitcoin Mini Tr Et
2.92K
New
N/A
2.92K $0
WTI
W&T Offshore Inc

Energy
205
New
$1.11 - $2.36 $228 - $484
205 $0
Ubs Ag
23
New
N/A
23 $0
Metavia Inc
276
New
N/A
276 $0
NFG
National Fuel Gas CO

Energy
7
New
$73.0 - $86.01 $511 - $602
7 $0
NIO
Nio Inc.

Consumer Cyclical
84
New
$3.14 - $4.31 $264 - $362
84 $0
QTUM
ETF Ser Solutions Defiance Qua
22
New
N/A
22 $0
MVIS
Microvision, Inc.

Technology
100
New
N/A
100 $0
Soluna Holdings Inc
9.22K
New
N/A
9.22K $0
EDIT
Editas Medicine, Inc.

Healthcare
20
New
$0.98 - $2.35 $19.6 - $47
20 $0
EMBC
Embecta Corp.

Healthcare
97
New
$9.28 - $13.3 $900 - $1.29K
97 $0
BFLY
Butterfly Network, Inc.

Healthcare
40
New
$1.96 - $2.63 $78.4 - $105
40 $0
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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