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
OPCH
Option Care Health, Inc.

Healthcare
1.23K
New
$30.69 - $34.95 $37.7K - $43K
1.23K $39K
FR
First Industrial Realty Trust Inc

Real Estate
831
New
$43.07 - $54.05 $35.8K - $44.9K
831 $39K
POWI
Power Integrations Inc

Technology
715
New
$42.13 - $59.01 $30.1K - $42.2K
715 $39K
MRTN
Marten Transport LTD

Industrials
3.03K
New
$12.69 - $13.95 $38.5K - $42.3K
3.03K $39K
NUE
Nucor Corp

Basic Materials
304
New
$103.22 - $131.43 $31.4K - $40K
304 $39K
EIG
Employers Holdings, Inc.

Financial Services
837
New
$46.08 - $51.35 $38.6K - $43K
837 $39K
RELX
Relx PLC

Communication Services
708
New
$45.31 - $55.66 $32.1K - $39.4K
708 $38K
WTW
Willis Towers Watson PLC

Financial Services
126
New
$295.96 - $337.43 $37.3K - $42.5K
126 $38K
D
Dominion Energy, Inc

Utilities
690
New
$49.66 - $58.0 $34.3K - $40K
690 $38K
GLW
Corning Inc

Technology
730
New
$39.07 - $52.59 $28.5K - $38.4K
730 $38K
GTY
Getty Realty Corp

Real Estate
1.36K
New
$27.38 - $30.93 $37.2K - $42K
1.36K $37K
ROST
Ross Stores, Inc.

Consumer Cyclical
296
New
$126.62 - $154.26 $37.5K - $45.7K
296 $37K
VICI
Vici Properties Inc.

Real Estate
1.15K
New
$29.41 - $32.97 $33.9K - $38K
1.15K $37K
QLD
Proshares Ultra Qqq

ETFs
322
New
$69.34 - $117.71 $22.3K - $37.9K
322 $37K
EXR
Extra Space Storage Inc.

Real Estate
253
New
$126.61 - $152.99 $32K - $38.7K
253 $37K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
113
New
$224.32 - $326.09 $25.3K - $36.8K
113 $36K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.33K
New
$12.25 - $15.47 $28.6K - $36.1K
2.33K $36K
HYG
Ishares Tr

ETFs
454
New
$75.75 - $80.65 $34.4K - $36.6K
454 $36K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
546
New
$60.03 - $72.0 $32.8K - $39.3K
546 $36K
FCPT
Four Corners Property Trust, Inc.

Real Estate
1.36K
New
$26.06 - $28.7 $35.5K - $39.1K
1.36K $36K
TENB
Tenable Holdings, Inc.

Technology
1.09K
New
$30.45 - $35.17 $33.2K - $38.3K
1.09K $36K
SNDR
Schneider National, Inc.

Industrials
1.53K
New
$21.06 - $24.75 $32.1K - $37.8K
1.53K $36K
BE
Bloom Energy Corp

Industrials
1.5K
New
$16.32 - $23.92 $24.5K - $35.9K
1.5K $35K
IWY
Ishares Tr Russell 200 Growth

ETFs
143
New
$187.5 - $246.51 $26.8K - $35.3K
143 $35K
FN
Fabrinet

Technology
119
New
$171.03 - $298.93 $20.4K - $35.6K
119 $35K
KEY
Keycorp

Financial Services
2.04K
New
$13.23 - $17.42 $27K - $35.6K
2.04K $35K
ETSY
Etsy Inc

Consumer Cyclical
705
New
$40.8 - $63.88 $28.8K - $45K
705 $35K
ADM
Archer Daniels Midland CO

Consumer Defensive
681
New
$41.79 - $54.16 $28.5K - $36.9K
681 $35K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
349
New
$90.85 - $102.31 $31.7K - $35.7K
349 $35K
IDXX
Idexx Laboratories Inc

Healthcare
67
New
$361.04 - $536.34 $24.2K - $35.9K
67 $35K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
1.54K
New
$10.88 - $23.17 $16.8K - $35.7K
1.54K $35K
CSGP
Costar Group, Inc.

Real Estate
447
New
$72.62 - $83.22 $32.5K - $37.2K
447 $35K
ARES
Ares Management Corp

Financial Services
203
New
$118.04 - $175.83 $24K - $35.7K
203 $35K
HSY
Hershey CO

Consumer Defensive
215
New
$151.29 - $173.13 $32.5K - $37.2K
215 $35K
FAF
First American Financial Corp

Financial Services
577
New
$54.11 - $67.0 $31.2K - $38.7K
577 $35K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
453
New
$57.46 - $75.58 $26K - $34.2K
453 $34K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
74
New
$328.01 - $475.68 $24.3K - $35.2K
74 $34K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
229
New
$113.67 - $150.4 $26K - $34.4K
229 $34K
TRU
Trans Union

Industrials
387
New
$69.26 - $91.89 $26.8K - $35.6K
387 $34K
DVN
Devon Energy Corp

Energy
1.08K
New
$26.8 - $37.92 $28.9K - $40.9K
1.08K $34K
IP
International Paper CO

Consumer Cyclical
740
New
$43.89 - $54.46 $32.5K - $40.3K
740 $34K
HIG
Hartford Financial Services Group, Inc.

Financial Services
274
New
$109.83 - $131.67 $30.1K - $36.1K
274 $34K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.81K
New
N/A
1.81K $34K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
504
New
$58.52 - $71.7 $29.5K - $36.1K
504 $34K
JCI
Johnson Controls International PLC

Industrials
322
New
$71.14 - $105.62 $22.9K - $34K
322 $34K
VTR
Ventas, Inc.

Real Estate
553
New
$62.45 - $70.08 $34.5K - $38.8K
553 $34K
WYNN
Wynn Resorts LTD

Consumer Cyclical
357
New
$66.1 - $97.75 $23.6K - $34.9K
357 $33K
VRNT
Verint Systems Inc

Technology
1.04K
New
N/A
1.04K $33K
VRSK
Verisk Analytics, Inc.

Industrials
109
New
$277.03 - $321.33 $30.2K - $35K
109 $33K
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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