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
ASX
Ase Technology Holding Co., Ltd.

Technology
7.07K
New
$7.42 - $10.65 $52.5K - $75.3K
7.07K $73K
QLYS
Qualys, Inc.

Technology
511
New
$115.21 - $142.87 $58.9K - $73K
511 $73K
MLTX
Moon Lake Immunotherapeutics

Healthcare
1.57K
New
$32.84 - $51.05 $51.4K - $79.9K
1.57K $73K
FTDR
Frontdoor, Inc.

Consumer Cyclical
1.23K
New
$37.35 - $59.68 $45.9K - $73.4K
1.23K $72K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
3.11K
New
$22.43 - $23.23 $69.8K - $72.2K
3.11K $72K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
503
New
$87.64 - $143.29 $44.1K - $72.1K
503 $72K
SOFI
So Fi Technologies, Inc.

Financial Services
3.98K
New
$9.5 - $18.21 $37.8K - $72.4K
3.98K $72K
TCOM
Trip.Com Group LTD

Consumer Cyclical
1.21K
New
$52.21 - $67.1 $63.4K - $81.5K
1.21K $71K
LSCC
Lattice Semiconductor Corp

Technology
1.45K
New
$37.84 - $56.0 $54.9K - $81.3K
1.45K $71K
TROW
Price T Rowe Group Inc

Financial Services
726
New
$80.27 - $98.06 $58.3K - $71.2K
726 $70K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.25K
New
$50.53 - $212.53 $63.1K - $265K
1.25K $69K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
565
New
$110.23 - $131.5 $62.3K - $74.3K
565 $69K
HES
Hess Corp

Energy
498
New
$126.32 - $161.29 $62.9K - $80.3K
498 $68K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.74K
New
$30.87 - $39.17 $53.8K - $68.2K
1.74K $68K
POST
Post Holdings, Inc.

Consumer Defensive
624
New
$107.47 - $118.46 $67.1K - $73.9K
624 $68K
FIX
Comfort Systems Usa Inc

Industrials
128
New
$296.51 - $536.21 $38K - $68.6K
128 $68K
ITB
Ishares Tr

ETFs
737
New
$85.52 - $96.61 $63K - $71.2K
737 $68K
PCOR
Procore Technologies, Inc.

Technology
996
New
$56.26 - $72.4 $56K - $72.1K
996 $68K
PLUS
Eplus Inc

Technology
934
New
$54.77 - $74.09 $51.2K - $69.2K
934 $67K
RVLV
Revolve Group, Inc.

Consumer Cyclical
3.37K
New
$17.07 - $22.57 $57.5K - $76K
3.37K $67K
ARCC
Ares Capital Corp

Financial Services
3.09K
New
$18.91 - $22.43 $58.4K - $69.3K
3.09K $67K
LNG
Cheniere Energy, Inc.

Energy
277
New
$197.25 - $244.33 $54.6K - $67.7K
277 $67K
BLDR
Builders First Source, Inc.

Industrials
578
New
$105.63 - $131.12 $61.1K - $75.8K
578 $67K
BCPC
Balchem Corp

Basic Materials
425
New
$150.5 - $170.45 $64K - $72.4K
425 $67K
IXJ
Ishares Global Healthcare ETF

ETFs
772
New
$82.3 - $90.02 $63.5K - $69.5K
772 $66K
MOS
Mosaic CO

Basic Materials
1.81K
New
$22.76 - $36.95 $41.3K - $67K
1.81K $66K
XYL
Xylem Inc.

Industrials
510
New
$102.86 - $129.5 $52.5K - $66K
510 $65K
AMT
American Tower Corp

Real Estate
293
New
$203.96 - $228.19 $59.8K - $66.9K
293 $64K
HAE
Haemonetics Corp

Healthcare
863
New
$56.04 - $74.77 $48.4K - $64.5K
863 $64K
FLS
Flowserve Corp

Industrials
1.23K
New
$39.49 - $53.64 $48.7K - $66.1K
1.23K $64K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
2.11K
New
$28.81 - $34.65 $60.7K - $73K
2.11K $64K
VOT
Vanguard Mid Cap Growth Index

ETFs
228
New
$216.28 - $284.39 $49.3K - $64.8K
228 $64K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.11K
New
$47.24 - $58.55 $52.4K - $64.9K
1.11K $64K
IQV
Iqvia Holdings Inc.

Healthcare
404
New
$137.0 - $174.37 $55.3K - $70.4K
404 $63K
INCY
Incyte Corp

Healthcare
932
New
$55.17 - $71.22 $51.4K - $66.4K
932 $63K
PSMT
Pricesmart Inc

Consumer Defensive
607
New
$82.12 - $108.35 $49.8K - $65.8K
607 $63K
EXP
Eagle Materials Inc

Basic Materials
313
New
$193.68 - $241.95 $60.6K - $75.7K
313 $63K
CTVA
Corteva, Inc.

Basic Materials
849
New
$55.52 - $74.53 $47.1K - $63.3K
849 $63K
OHI
Omega Healthcare Investors Inc

Real Estate
1.72K
New
$35.55 - $39.05 $61K - $67K
1.72K $62K
MTCH
Match Group, Inc.

Communication Services
2.04K
New
$27.03 - $31.93 $55K - $65K
2.04K $62K
ZION
Zions Bancorporation, National Association

Financial Services
1.2K
New
$41.39 - $51.94 $49.6K - $62.3K
1.2K $62K
GTLB
Gitlab Inc.

Technology
1.4K
New
$40.52 - $53.43 $56.6K - $74.6K
1.4K $62K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
1.25K
New
$42.56 - $50.32 $53.1K - $62.8K
1.25K $62K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
494
New
$103.88 - $123.68 $51.3K - $61.1K
494 $61K
DLB
Dolby Laboratories, Inc.

Industrials
808
New
$69.36 - $81.21 $56K - $65.6K
808 $60K
MSCI
Msci Inc.

Financial Services
105
New
$506.56 - $576.74 $53.2K - $60.6K
105 $60K
NGVT
Ingevity Corp

Basic Materials
1.4K
New
$29.88 - $44.53 $41.9K - $62.4K
1.4K $60K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
227
New
$201.28 - $266.34 $45.7K - $60.5K
227 $60K
IDYA
Ideaya Biosciences, Inc.

Healthcare
2.89K
New
$14.5 - $22.63 $41.9K - $65.5K
2.89K $60K
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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