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
F
Ford Motor CO

Consumer Cyclical
9.34K
New
$8.69 - $10.85 $81.1K - $101K
9.34K $101K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
3.48K
New
$25.56 - $33.76 $89K - $118K
3.48K $100K
TTC
Toro CO

Industrials
1.42K
New
$63.51 - $77.8 $90K - $110K
1.42K $100K
VNT
Vontier Corp

Technology
2.71K
New
$28.04 - $37.3 $75.8K - $101K
2.71K $99K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
1.37K
New
$56.27 - $73.32 $76.9K - $100K
1.37K $99K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.08K
New
$74.88 - $91.97 $81K - $99.5K
1.08K $99K
AEIS
Advanced Energy Industries Inc

Industrials
729
New
$79.03 - $133.84 $57.6K - $97.6K
729 $96K
ATKR
Atkore Inc.

Industrials
1.37K
New
$52.02 - $71.15 $71.3K - $97.5K
1.37K $96K
NBIX
Neurocrine Biosciences Inc

Healthcare
768
New
$87.54 - $128.18 $67.2K - $98.4K
768 $96K
LSTR
Landstar System Inc

Industrials
690
New
$131.55 - $151.93 $90.8K - $105K
690 $95K
KMI
Kinder Morgan, Inc.

Energy
3.21K
New
$25.21 - $29.4 $80.8K - $94.3K
3.21K $94K
SRRK
Scholar Rock Holding Corp

Healthcare
2.67K
New
$24.47 - $36.39 $65.2K - $97K
2.67K $94K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
311
New
$267.56 - $340.8 $83.2K - $106K
311 $94K
BWXT
Bwx Technologies, Inc.

Industrials
646
New
$89.24 - $144.06 $57.6K - $93.1K
646 $93K
CMI
Cummins Inc

Industrials
284
New
$267.12 - $336.65 $75.9K - $95.6K
284 $93K
ITT
Itt Inc.

Industrials
597
New
$112.67 - $157.95 $67.3K - $94.3K
597 $93K
NYT
New York Times CO

Communication Services
1.65K
New
$45.37 - $57.12 $74.7K - $94K
1.65K $92K
BRC
Brady Corp

Industrials
1.35K
New
$64.32 - $76.24 $86.6K - $103K
1.35K $91K
LII
Lennox International Inc

Industrials
159
New
$508.76 - $605.77 $80.9K - $96.3K
159 $91K
MSTR
Microstrategy Inc

Technology
227
New
$237.95 - $421.61 $54K - $95.7K
227 $91K
BLD
Top Build Corp

Industrials
280
New
$275.93 - $326.59 $77.3K - $91.4K
280 $90K
VO
Vanguard Mid Cap ETF

ETFs
324
New
$228.54 - $279.83 $74K - $90.7K
324 $90K
PEGA
Pegasystems Inc

Technology
1.67K
New
$49.95 - $103.29 $83.3K - $172K
1.67K $90K
CSX
Csx Corp

Industrials
2.74K
New
$26.69 - $32.91 $73.1K - $90.1K
2.74K $89K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1.55K
New
N/A
1.55K $89K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
442
New
$139.8 - $197.22 $61.8K - $87.2K
442 $87K
FLAU
Franklin Templeton ETF Tr

ETFs
2.84K
New
$24.52 - $31.58 $69.5K - $89.6K
2.84K $87K
BRKR
Bruker Corp

Healthcare
2.12K
New
$35.5 - $42.18 $75.1K - $89.2K
2.12K $87K
CHTR
Charter Communications, Inc.

Communication Services
211
New
$321.68 - $427.25 $67.9K - $90.1K
211 $86K
BALL
Ball Corp

Consumer Cyclical
1.54K
New
$44.94 - $56.99 $69.1K - $87.6K
1.54K $86K
SYF
Synchrony Financial

Financial Services
1.28K
New
$43.81 - $66.74 $56.1K - $85.4K
1.28K $85K
MATX
Matson, Inc.

Industrials
761
New
$93.11 - $132.21 $70.9K - $101K
761 $84K
IPAR
Inter Parfums Inc

Consumer Defensive
642
New
$99.7 - $141.48 $64K - $90.8K
642 $84K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
621
New
$106.81 - $136.49 $66.3K - $84.8K
621 $84K
ABNB
Airbnb, Inc.

Consumer Cyclical
641
New
$105.69 - $140.64 $67.7K - $90.2K
641 $84K
LANC
Lancaster Colony Corp

Consumer Defensive
480
New
$159.67 - $192.9 $76.6K - $92.6K
480 $82K
IRM
Iron Mountain Inc

Real Estate
791
New
$76.93 - $105.25 $60.9K - $83.3K
791 $81K
ALKS
Alkermes Plc.

Healthcare
2.86K
New
$26.59 - $32.65 $76.1K - $93.4K
2.86K $81K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.11K
New
$67.83 - $92.33 $75.4K - $103K
1.11K $80K
ZWS
Zurn Water Solutions Corp

Industrials
2.19K
New
$28.5 - $37.54 $62.3K - $82.1K
2.19K $79K
ROKU
Roku, Inc

Communication Services
880
New
$55.1 - $87.89 $48.5K - $77.3K
880 $77K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.02K
New
$59.98 - $74.92 $61.4K - $76.7K
1.02K $76K
FOXA
Fox Corp

Communication Services
1.36K
New
$47.21 - $57.04 $64.4K - $77.8K
1.36K $76K
CLH
Clean Harbors Inc

Industrials
331
New
$182.1 - $233.5 $60.3K - $77.3K
331 $76K
INDA
Ishares Msci India Index Fund

ETFs
1.37K
New
$49.13 - $55.86 $67.1K - $76.3K
1.37K $76K
CTS
Cts Corp

Technology
1.79K
New
$34.96 - $43.62 $62.6K - $78.1K
1.79K $76K
PFG
Principal Financial Group Inc

Financial Services
938
New
$69.56 - $86.19 $65.2K - $80.8K
938 $74K
RGA
Reinsurance Group Of America Inc

Financial Services
377
New
$168.32 - $209.71 $63.5K - $79.1K
377 $74K
FFIV
F5, Inc.

Technology
253
New
$239.25 - $295.9 $60.5K - $74.9K
253 $74K
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