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
OMF
One Main Holdings, Inc.

Financial Services
3.91K
New
$40.42 - $57.0 $158K - $223K
3.91K $222K
FORTY
Formula Systems (1985) LTD

Technology
1.74K
New
$83.8 - $127.75 $146K - $222K
1.74K $222K
TREX
Trex CO Inc

Industrials
4.1K
New
$50.52 - $61.77 $207K - $253K
4.1K $222K
BKR
Baker Hughes CO

Energy
5.71K
New
$35.0 - $44.92 $200K - $256K
5.71K $218K
VBTX
Veritex Holdings, Inc.

Financial Services
8.32K
New
$20.77 - $26.15 $173K - $218K
8.32K $217K
NLOK
Norton Life Lock Inc.

Technology
9.65K
New
N/A
9.65K $207K
KB
Kb Financial Group Inc.

Financial Services
2.46K
New
$46.88 - $82.59 $116K - $204K
2.46K $203K
KKR
Kkr & Co. Inc.

Financial Services
1.51K
New
$92.79 - $134.29 $140K - $203K
1.51K $201K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.58K
New
$40.82 - $43.14 $187K - $197K
4.58K $197K
PRCT
Procept Bio Robotics Corp

Healthcare
3.36K
New
$48.82 - $65.05 $164K - $219K
3.36K $193K
MCO
Moodys Corp

Financial Services
377
New
$396.7 - $501.59 $150K - $189K
377 $189K
IWV
Ishares Russell 3000 ETF

ETFs
533
New
$281.67 - $351.0 $150K - $187K
533 $187K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.63K
New
$99.37 - $134.05 $162K - $219K
1.63K $184K
NEU
Newmarket Corp

Basic Materials
262
New
$519.95 - $690.86 $136K - $181K
262 $181K
PSN
Parsons Corp

Industrials
2.5K
New
$58.88 - $71.77 $147K - $179K
2.5K $179K
VITL
Vital Farms, Inc.

Consumer Defensive
4.62K
New
$30.52 - $38.52 $141K - $178K
4.62K $177K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.87K
New
$84.41 - $106.28 $158K - $198K
1.87K $177K
PNC
Pnc Financial Services Group, Inc.

Financial Services
954
New
$149.76 - $186.42 $143K - $178K
954 $177K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
309
New
$468.22 - $566.51 $145K - $175K
309 $175K
ABCB
Ameris Bancorp

Financial Services
2.68K
New
$50.69 - $64.92 $136K - $174K
2.68K $173K
PRI
Primerica, Inc.

Financial Services
631
New
$244.39 - $290.62 $154K - $183K
631 $172K
PAC
Pacific Airport Group

Industrials
752
New
$175.11 - $238.95 $132K - $180K
752 $172K
CSTL
Castle Biosciences Inc

Healthcare
8.36K
New
$15.8 - $21.98 $132K - $184K
8.36K $170K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
13.4K
New
$11.11 - $14.46 $149K - $194K
13.4K $167K
BK
Bank Of New York Mellon Corp

Financial Services
1.81K
New
$73.31 - $91.62 $133K - $166K
1.81K $165K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
1.71K
New
$89.4 - $99.04 $153K - $170K
1.71K $165K
GHC
Graham Holdings CO

Consumer Defensive
174
New
$876.56 - $1003.53 $153K - $175K
174 $164K
ENB
Enbridge Inc

Energy
3.64K
New
$41.09 - $47.16 $149K - $171K
3.64K $164K
NGG
National Grid PLC

Utilities
2.18K
New
$62.74 - $74.79 $137K - $163K
2.18K $162K
CINF
Cincinnati Financial Corp

Financial Services
1.08K
New
$126.6 - $151.6 $137K - $164K
1.08K $161K
MUSA
Murphy Usa Inc.

Consumer Cyclical
396
New
$388.56 - $520.27 $154K - $206K
396 $161K
HMY
Harmony Gold Mining CO LTD

Basic Materials
11.6K
New
$12.96 - $17.99 $150K - $208K
11.6K $161K
BMO
Bank Of Montreal

Financial Services
1.44K
New
$87.54 - $110.63 $126K - $159K
1.44K $158K
CBRE
Cbre Group, Inc.

Real Estate
1.12K
New
$113.94 - $140.12 $127K - $157K
1.12K $156K
ENTG
Entegris Inc

Technology
1.95K
New
$62.92 - $86.2 $122K - $168K
1.95K $156K
CLBT
Cellebrite Di Ltd.

Technology
9.8K
New
$15.47 - $20.14 $152K - $197K
9.8K $156K
DCI
Donaldson CO Inc

Industrials
2.24K
New
$59.18 - $71.02 $133K - $159K
2.24K $155K
FAS
Direxion Daily Financial Bull

ETFs
918
New
$105.31 - $168.6 $96.7K - $155K
918 $154K
CRPT
First Tr ETF Fd Viii Skybridge
6.6K
New
$10.82 - $23.21 $71.4K - $153K
6.6K $153K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
2.84K
New
$46.04 - $53.67 $131K - $152K
2.84K $152K
STX
Seagate Technology Holdings PLC

Technology
1.05K
New
$66.54 - $144.33 $70.1K - $152K
1.05K $152K
EWN
Ishares Msci Netherlnds ETF

ETFs
2.74K
New
$41.88 - $54.73 $115K - $150K
2.74K $149K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
524
New
$224.16 - $285.86 $117K - $150K
524 $149K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
333
New
$421.16 - $509.5 $140K - $170K
333 $148K
WELL
Welltower Inc.

Real Estate
965
New
$136.49 - $155.22 $132K - $150K
965 $148K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.28K
New
$91.62 - $116.16 $117K - $149K
1.28K $148K
PLD
Prologis, Inc.

Real Estate
1.38K
New
$89.76 - $112.34 $124K - $155K
1.38K $145K
USXF
Ishares Esg Advanced Msci Usa

Technology
2.67K
New
$41.54 - $53.93 $111K - $144K
2.67K $143K
OTTR
Otter Tail Corp

Utilities
1.82K
New
$74.62 - $81.76 $136K - $149K
1.82K $140K
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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