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
FLTW
Franklin Templeton ETF Tr

ETFs
2.68K
New
$37.15 - $52.99 $99.4K - $142K
2.68K $139K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
442
New
$177.93 - $313.14 $78.6K - $138K
442 $138K
FROG
J Frog LTD

Technology
3.1K
New
$27.99 - $44.55 $86.8K - $138K
3.1K $136K
WTM
White Mountains Insurance Group LTD

Financial Services
76
New
$1699.35 - $1901.99 $129K - $145K
76 $136K
MKL
Markel Corp

Financial Services
68
New
$1678.5 - $1997.36 $114K - $136K
68 $135K
BAP
Credicorp LTD

Financial Services
601
New
$169.89 - $223.9 $102K - $135K
601 $134K
TFC
Truist Financial Corp

Financial Services
3.13K
New
$34.79 - $42.99 $109K - $135K
3.13K $134K
MTB
M&T Bank Corp

Financial Services
687
New
$156.58 - $193.99 $108K - $133K
687 $133K
RGTI
Rigetti Computing, Inc.

Technology
11.3K
New
$7.5 - $14.29 $84.7K - $161K
11.3K $133K
RDY
Dr Reddys Laboratories LTD

Healthcare
8.87K
New
$12.36 - $16.17 $110K - $143K
8.87K $133K
VTI
Vanguard Total Stock Market Et

ETFs
431
New
$243.75 - $303.93 $105K - $131K
431 $130K
AER
Aer Cap Holdings N.V.

Industrials
1.11K
New
$88.97 - $117.24 $98.9K - $130K
1.11K $130K
ACIW
Aci Worldwide, Inc.

Technology
2.79K
New
$44.59 - $57.17 $124K - $159K
2.79K $127K
WEC
Wec Energy Group, Inc.

Utilities
1.22K
New
$102.24 - $109.76 $125K - $134K
1.22K $127K
KMB
Kimberly Clark Corp

Consumer Defensive
981
New
$126.84 - $145.22 $124K - $142K
981 $126K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.66K
New
$44.64 - $47.48 $119K - $126K
2.66K $126K
CCI
Crown Castle International Corp

Real Estate
1.18K
New
$94.83 - $107.06 $112K - $126K
1.18K $121K
MLI
Mueller Industries Inc

Industrials
1.49K
New
$68.45 - $79.6 $102K - $119K
1.49K $118K
UNF
Unifirst Corp

Industrials
631
New
$161.86 - $189.64 $102K - $120K
631 $118K
VMC
Vulcan Materials CO

Basic Materials
449
New
$226.49 - $276.01 $102K - $124K
449 $117K
CHWY
Chewy, Inc.

Consumer Cyclical
2.73K
New
$31.21 - $48.21 $85.3K - $132K
2.73K $116K
UNP
Union Pacific Corp

Industrials
502
New
$208.27 - $238.46 $105K - $120K
502 $115K
AEP
American Electric Power CO Inc

Utilities
1.09K
New
$98.59 - $109.11 $108K - $119K
1.09K $113K
CHDN
Churchill Downs Inc

Consumer Cyclical
1.12K
New
$87.99 - $111.79 $98.7K - $125K
1.12K $113K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.23K
New
$49.79 - $50.75 $111K - $113K
2.23K $112K
ADMA
Adma Biologics, Inc.

Healthcare
6.1K
New
$17.6 - $24.51 $107K - $149K
6.1K $111K
ALLY
Ally Financial Inc.

Financial Services
2.87K
New
$30.09 - $38.95 $86.4K - $112K
2.87K $111K
GILD
Gilead Sciences, Inc.

Healthcare
1K
New
$96.91 - $113.0 $97K - $113K
1K $110K
UPS
United Parcel Service Inc

Industrials
1.08K
New
$91.92 - $110.2 $99.6K - $119K
1.08K $109K
DORM
Dorman Products, Inc.

Consumer Cyclical
893
New
$108.29 - $132.03 $96.7K - $118K
893 $109K
SMPL
Simply Good Foods CO

Consumer Defensive
3.44K
New
$31.59 - $38.0 $109K - $131K
3.44K $108K
RTX
Raytheon Technologies Corp

Industrials
744
New
$113.75 - $148.48 $84.6K - $110K
744 $108K
PAYX
Paychex Inc

Industrials
746
New
$137.01 - $159.78 $102K - $119K
746 $108K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
3.38K
New
$28.45 - $33.08 $96.1K - $112K
3.38K $107K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.07K
New
$18.94 - $21.67 $96.1K - $110K
5.07K $107K
PEG
Public Service Enterprise Group Inc

Utilities
1.27K
New
$77.13 - $84.18 $97.6K - $106K
1.27K $106K
GTES
Gates Industrial Corp PLC

Industrials
4.6K
New
$15.56 - $23.13 $71.5K - $106K
4.6K $105K
SM
Sm Energy CO

Energy
4.27K
New
$20.39 - $30.52 $87K - $130K
4.27K $105K
EDEN
Ishares Tr Msci Denmark ETF

ETFs
931
New
$93.26 - $122.6 $86.8K - $114K
931 $105K
SPG
Simon Property Group Inc

Real Estate
649
New
$140.37 - $171.44 $91.1K - $111K
649 $104K
MDB
Mongo Db, Inc.

Technology
499
New
$145.85 - $225.38 $72.8K - $112K
499 $104K
SF
Stifel Financial Corp

Financial Services
1.01K
New
$76.49 - $103.78 $77.3K - $105K
1.01K $104K
ITW
Illinois Tool Works Inc

Industrials
420
New
$218.41 - $252.43 $91.7K - $106K
420 $103K
DINO
Hf Sinclair Corp

Energy
2.51K
New
$25.91 - $41.85 $65K - $105K
2.51K $102K
OTIS
Otis Worldwide Corp

Industrials
1.03K
New
$90.88 - $104.3 $94K - $108K
1.03K $102K
NSP
Insperity, Inc.

Industrials
1.71K
New
$58.55 - $89.92 $100K - $154K
1.71K $102K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
3.43K
New
$24.57 - $29.72 $84.2K - $102K
3.43K $101K
PHM
Pultegroup Inc

Consumer Cyclical
961
New
$92.02 - $106.54 $88.4K - $102K
961 $101K
AUB
Atlantic Union Bankshares Corp

Financial Services
3.25K
New
$23.85 - $32.24 $77.6K - $105K
3.25K $101K
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