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
Maplebear Inc
1.17K
New
N/A
1.17K $0
MFC
Manulife Financial Corp

Financial Services
6
New
$26.93 - $32.44 $162 - $195
6 $0
MGA
Magna International Inc

Consumer Cyclical
20
New
$30.82 - $38.61 $616 - $772
20 $0
Vestis Corporation
881
New
N/A
881 $0
LUCD
Lucid Diagnostics Inc.

Healthcare
12
New
$1.09 - $1.65 $13.1 - $19.8
12 $0
LDI
Loan Depot, Inc.

Financial Services
200
New
$1.02 - $1.53 $204 - $306
200 $0
Listed Fds Tr
764
New
N/A
764 $0
NWL
Newell Brands Inc.

Consumer Defensive
106
New
$4.48 - $6.27 $475 - $665
106 $0
ERX
Direxion Daily Energy Bull 2 X

ETFs
6
New
$42.83 - $66.07 $257 - $396
6 $0
CROX
Crocs, Inc.

Consumer Cyclical
3
New
$88.67 - $120.26 $266 - $361
3 $0
Curbline Pptys Corp
4
New
N/A
4 $0
PFGC
Performance Food Group CO

Consumer Defensive
9
New
$71.62 - $89.56 $645 - $806
9 $0
PBA
Pembina Pipeline Corp

Energy
10
New
$35.16 - $40.88 $352 - $409
10 $0
PCTY
Paylocity Holding Corp

Technology
1
New
$172.54 - $201.04 $173 - $201
1 $0
Pavmed Inc
34
New
N/A
34 $0
PAAS
Pan American Silver Corp

Basic Materials
8
New
$21.49 - $29.35 $172 - $235
8 $0
Pacer Fds Tr
3.94K
New
N/A
3.94K $0
Pgim ETF Tr
4K
New
N/A
4K $0
Destiny Tech100 Inc
193
New
N/A
193 $0
OXYWS
Occidental Pete Corp Wt Exp 08
11
New
N/A
11 $0
NTR
Nutrien Ltd.

Basic Materials
4
New
$46.88 - $62.89 $188 - $252
4 $0
Digitalbridge Group Inc
13
New
N/A
13 $0
NOK
Nokia Corp

Technology
106
New
$4.65 - $5.43 $493 - $576
106 $0
NICE
Nice Ltd.

Technology
4
New
$141.3 - $178.32 $565 - $713
4 $0
DRS
Leonardo Drs, Inc.
350
New
N/A
350 $0
LENB
Lennar Corporation Cl B
425
New
N/A
425 $0
OSEA
Harbor ETF Tr Harbor Intl Comp
91
New
N/A
91 $0
Fuelcell Energy Inc
3
New
N/A
3 $0
Gt Biopharma Inc
46
New
N/A
46 $0
TLT
Ishares Barclays 20+ Year Trea

ETFs
3
New
$83.97 - $92.85 $252 - $279
3 $0
Genprex Inc
50
New
N/A
50 $0
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
35
New
$20.16 - $23.26 $706 - $814
35 $0
Inseego Corp
10
New
N/A
10 $0
LIT
Global X Fds Global X Lithium

ETFs
10
New
$31.82 - $39.24 $318 - $392
10 $0
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1
New
$162.37 - $200.76 $162 - $201
1 $0
Grayscale Ethereum Mini Tr E
3.26K
New
N/A
3.26K $0
IEP
Icahn Enterprises L.P.

Industrials
63
New
$7.81 - $9.75 $492 - $614
63 $0
American Healthcare Reit Inc
122
New
N/A
122 $0
Peakstone Realty Trust
2.65K
New
N/A
2.65K $0
HII
Huntington Ingalls Industries, Inc.

Industrials
1
New
$183.31 - $241.46 $183 - $241
1 $0
Guardian Pharmacy Svcs Inc
8.09K
New
N/A
8.09K $0
Hewlett Packard Enterprise C
84
New
N/A
84 $0
BEN
Franklin Resources Inc

Financial Services
41
New
$16.66 - $23.85 $683 - $978
41 $0
FNV
Franco Nevada Corp

Basic Materials
4
New
$143.04 - $178.17 $572 - $713
4 $0
Lazard Inc
224
New
N/A
224 $0
LTRX
Lantronix Inc

Technology
5
New
$1.96 - $3.0 $9.8 - $15
5 $0
Labcorp Holdings Inc
206
New
N/A
206 $0
Knife River Corp
3.67K
New
N/A
3.67K $0
Klaviyo Inc
2.65K
New
N/A
2.65K $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
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email