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
NMIH
Nmi Holdings, Inc.

Financial Services
1.15K
New
$32.79 - $42.24 $37.7K - $48.6K
1.15K $48K
FITB
Fifth Third Bancorp

Financial Services
1.17K
New
$33.32 - $41.51 $39K - $48.6K
1.17K $48K
TMDX
Trans Medics Group, Inc.

Healthcare
360
New
$67.67 - $143.04 $24.4K - $51.5K
360 $48K
LYB
Lyondell Basell Industries N.V.

Basic Materials
815
New
$53.23 - $70.65 $43.4K - $57.6K
815 $47K
VEA
Vanguard Ftse Developed Market

ETFs
837
New
$45.65 - $57.01 $38.2K - $47.7K
837 $47K
CNK
Cinemark Holdings, Inc.

Communication Services
1.56K
New
$24.54 - $33.77 $38.4K - $52.8K
1.56K $47K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
912
New
$50.56 - $59.57 $46.1K - $54.3K
912 $47K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
844
New
N/A
844 $47K
HMN
Horace Mann Educators Corp

Financial Services
1.1K
New
$38.84 - $43.99 $42.7K - $48.4K
1.1K $47K
IESC
Ies Holdings, Inc.

Industrials
157
New
$160.58 - $296.23 $25.2K - $46.5K
157 $46K
SRE
Sempra Energy

Utilities
613
New
$63.78 - $78.91 $39.1K - $48.4K
613 $46K
ALEX
Alexander & Baldwin, Inc.

Real Estate
2.57K
New
$16.0 - $18.38 $41.1K - $47.2K
2.57K $45K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
572
New
$78.57 - $89.09 $44.9K - $51K
572 $45K
EFX
Equifax Inc

Industrials
177
New
$205.5 - $280.54 $36.4K - $49.7K
177 $45K
CCJ
Cameco Corp

Energy
614
New
$36.68 - $74.46 $22.5K - $45.7K
614 $45K
AMED
Amedisys Inc

Healthcare
465
New
$91.31 - $98.39 $42.5K - $45.8K
465 $45K
CNX
Cnx Resources Corp

Energy
1.35K
New
$28.13 - $34.85 $38.1K - $47.2K
1.35K $45K
FHI
Federated Hermes, Inc.

Financial Services
1.03K
New
$35.85 - $44.32 $37.1K - $45.8K
1.03K $45K
UVV
Universal Corp

Consumer Defensive
758
New
$50.84 - $65.39 $38.5K - $49.6K
758 $44K
TPR
Tapestry, Inc.

Consumer Cyclical
511
New
$60.6 - $87.81 $31K - $44.9K
511 $44K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
452
New
$99.1 - $99.49 $44.8K - $45K
452 $44K
CFG
Citizens Financial Group Inc

Financial Services
998
New
$34.27 - $44.75 $34.2K - $44.7K
998 $44K
DLR
Digital Realty Trust, Inc.

Real Estate
255
New
$136.11 - $177.69 $34.7K - $45.3K
255 $44K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.12K
New
$32.0 - $39.87 $35.7K - $44.5K
1.12K $44K
GPI
Group 1 Automotive Inc

Consumer Cyclical
99
New
$372.3 - $448.86 $36.9K - $44.4K
99 $43K
WBD
Warner Bros. Discovery, Inc.

Communication Services
3.83K
New
$7.69 - $11.46 $29.5K - $43.9K
3.83K $43K
BND
Vanguard Bd Index Fd Inc Total

ETFs
597
New
$72.02 - $73.82 $43K - $44.1K
597 $43K
WINA
Winmark Corp

Consumer Cyclical
114
New
$318.43 - $450.34 $36.3K - $51.3K
114 $43K
HAL
Halliburton CO

Energy
2.13K
New
$19.26 - $25.7 $40.9K - $54.6K
2.13K $43K
CM
Canadian Imperial Bank Of Commerce

Financial Services
602
New
$54.6 - $70.83 $32.9K - $42.6K
602 $42K
EL
Estee Lauder Companies Inc

Consumer Defensive
521
New
$50.06 - $80.8 $26.1K - $42.1K
521 $42K
IMCR
Immunocore Holdings PLC

Healthcare
1.34K
New
$24.53 - $38.65 $32.9K - $51.9K
1.34K $42K
VVV
Valvoline Inc

Energy
1.13K
New
$31.48 - $38.2 $35.6K - $43.2K
1.13K $42K
INVA
Innoviva, Inc.

Healthcare
2.12K
New
$17.1 - $21.8 $36.3K - $46.3K
2.12K $42K
EPAC
Enerpac Tool Group Corp

Industrials
1.04K
New
$37.39 - $46.15 $38.8K - $47.9K
1.04K $42K
DV
Double Verify Holdings, Inc.

Technology
2.82K
New
$11.86 - $15.03 $33.5K - $42.4K
2.82K $42K
ALRM
Alarm.Com Holdings, Inc.

Technology
757
New
$49.34 - $60.68 $37.4K - $45.9K
757 $42K
MTG
Mgic Investment Corp

Financial Services
1.49K
New
$22.43 - $28.1 $33.4K - $41.9K
1.49K $41K
TXN
Texas Instruments Inc

Technology
214
New
N/A
214 $41K
VEEV
Veeva Systems Inc

Healthcare
143
New
$209.39 - $289.94 $29.9K - $41.5K
143 $41K
AXS
Axis Capital Holdings LTD

Financial Services
393
New
$87.23 - $106.93 $34.3K - $42K
393 $40K
SKYW
Skywest Inc

Industrials
391
New
$79.41 - $103.84 $31K - $40.6K
391 $40K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
362
New
$97.18 - $113.06 $35.2K - $40.9K
362 $40K
PRGS
Progress Software Corp

Technology
638
New
$54.68 - $64.66 $34.9K - $41.3K
638 $40K
WULF
Terawulf Inc.

Financial Services
9.36K
New
$2.24 - $4.53 $21K - $42.4K
9.36K $40K
LTC
Ltc Properties Inc

Real Estate
1.18K
New
$32.83 - $36.24 $38.7K - $42.7K
1.18K $40K
SLGN
Silgan Holdings Inc

Consumer Cyclical
740
New
$45.48 - $56.15 $33.7K - $41.6K
740 $40K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
836
New
$45.92 - $50.78 $38.4K - $42.5K
836 $39K
IWS
Ishares Russell Midcap Value E

ETFs
300
New
$110.58 - $132.14 $33.2K - $39.6K
300 $39K
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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