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
KMPR
Kemper Corp

Financial Services
13
New
$55.12 - $67.26 $717 - $874
13 $0
Strategic Trust
11.4K
New
N/A
11.4K $0
BZ
Kanzhun LTD

Industrials
3
New
$13.62 - $19.06 $40.9 - $57.2
3 $0
BEKE
Ke Holdings Inc.

Real Estate
8
New
$17.53 - $22.08 $140 - $177
8 $0
JEF
Jefferies Financial Group Inc.

Financial Services
12
New
$41.06 - $56.09 $493 - $673
12 $0
JBL
Jabil Inc

Technology
2
New
$116.88 - $218.1 $234 - $436
2 $0
Fidelity Covington Trust
15.9K
New
N/A
15.9K $0
HYGW
Ishares Tr High Yield Corporat
941
New
N/A
941 $0
EWU
Ishs Msci Utd Kingdom ETF

ETFs
14
New
$33.19 - $40.78 $465 - $571
14 $0
FONR
Fonar Corp

Healthcare
41
New
$12.06 - $14.96 $494 - $613
41 $0
HAS
Hasbro, Inc.

Consumer Cyclical
5
New
$50.71 - $73.82 $254 - $369
5 $0
PLUG
Plug Power Inc

Industrials
100
New
$0.7 - $1.49 $70 - $149
100 $0
ASUR
Asure Software Inc

Technology
30
New
$8.82 - $10.16 $265 - $305
30 $0
Blackrock Inc
148
New
N/A
148 $0
BLNK
Blink Charging Co.

Industrials
133
New
$0.66 - $1.01 $87.8 - $134
133 $0
TME
Tencent Music Entertainment Group

Communication Services
16
New
$11.97 - $19.49 $192 - $312
16 $0
Boeing CO
85
New
N/A
85 $0
Neuehealth Inc
32
New
N/A
32 $0
TAL
Tal Education Group

Consumer Defensive
6
New
$8.73 - $13.71 $52.4 - $82.3
6 $0
TFSL
Tfs Financial Corp

Financial Services
42
New
$11.62 - $13.54 $488 - $569
42 $0
Brookfield Asset Managmt LTD
59
New
N/A
59 $0
SYM
Symbotic Inc.

Financial Services
20
New
$17.5 - $38.85 $350 - $777
20 $0
BFB
Brown Forman Corp Cl B
649
New
N/A
649 $0
Stem Inc
10
New
N/A
10 $0
Sprott Fds Tr
96
New
N/A
96 $0
SONO
Sonos Inc

Technology
32
New
$7.7 - $11.25 $246 - $360
32 $0
Soleno Therapeutics Inc
1.34K
New
N/A
1.34K $0
Sndl Inc
600
New
N/A
600 $0
SNAP
Snap Inc

Communication Services
2
New
$7.23 - $9.21 $14.5 - $18.4
2 $0
Blackrock ETF Trust
999
New
N/A
999 $0
Blackrock ETF Trust
63.4K
New
N/A
63.4K $0
VOYA
Voya Financial, Inc.

Financial Services
4
New
$54.27 - $71.0 $217 - $284
4 $0
Atlanta Braves Hldgs Inc
50
New
N/A
50 $0
VOD
Vodafone Group Public LTD CO

Communication Services
22
New
$8.19 - $10.66 $180 - $235
22 $0
Viper Energy Inc
54
New
N/A
54 $0
ATOS
Atossa Therapeutics, Inc.

Healthcare
500
New
$0.59 - $1.03 $295 - $515
500 $0
Aurora Cannabis Inc
2
New
N/A
2 $0
VGLT
Vanguard Long Term Treasury Et

ETFs
15
New
$53.66 - $58.71 $805 - $881
15 $0
BLDP
Ballard Power Systems Inc.

Industrials
46
New
$1.02 - $1.79 $46.9 - $82.3
46 $0
Bank America Corp
8
New
N/A
8 $0
UWMC
Uwm Holdings Corp

Financial Services
231
New
$3.94 - $5.79 $910 - $1.34K
231 $0
Bgc Group Inc
27.9K
New
N/A
27.9K $0
Bioxcel Therapeutics Inc
1
New
N/A
1 $0
Blackrock ETF Trust Ii
442
New
N/A
442 $0
Blackrock ETF Trust Ii
1.32K
New
N/A
1.32K $0
LCTD
Blackrock ETF World Ex Us Carb
797
New
N/A
797 $0
Blackrock ETF Trust
31.3K
New
N/A
31.3K $0
AOS
Smith A O Corp

Industrials
7
New
$59.63 - $70.52 $417 - $494
7 $0
SNN
Smith & Nephew PLC

Healthcare
1
New
$24.97 - $30.63 $25 - $30.6
1 $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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