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
WRB
Berkley W R Corp

Financial Services
460
New
$64.28 - $75.17 $29.6K - $34.6K
460 $33K
BTU
Peabody Energy Corp

Energy
2.53K
New
$10.31 - $15.28 $26.1K - $38.6K
2.53K $33K
RF
Regions Financial Corp

Financial Services
1.41K
New
$18.34 - $23.52 $25.8K - $33.1K
1.41K $33K
MYRG
Myr Group Inc.

Industrials
185
New
$101.85 - $182.61 $18.8K - $33.8K
185 $33K
MTN
Vail Resorts Inc

Consumer Cyclical
212
New
$131.42 - $164.64 $27.9K - $34.9K
212 $33K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
388
New
$60.61 - $87.72 $23.5K - $34K
388 $32K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
499
New
N/A
499 $32K
POWL
Powell Industries Inc

Industrials
156
New
$159.38 - $211.34 $24.9K - $33K
156 $32K
REX
Rex American Resources Corp

Basic Materials
675
New
$34.99 - $49.53 $23.6K - $33.4K
675 $32K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
1.02K
New
$28.23 - $38.37 $28.7K - $38.9K
1.02K $31K
EQT
Eqt Corp

Energy
541
New
$46.11 - $60.44 $24.9K - $32.7K
541 $31K
TD
Toronto Dominion Bank

Financial Services
431
New
$55.71 - $73.45 $24K - $31.7K
431 $31K
ES
Eversource Energy

Utilities
489
New
$54.25 - $65.89 $26.5K - $32.2K
489 $31K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
814
New
$32.61 - $38.62 $26.5K - $31.4K
814 $31K
HUM
Humana Inc

Healthcare
130
New
$224.93 - $295.04 $29.2K - $38.4K
130 $31K
COLM
Columbia Sportswear CO

Consumer Cyclical
509
New
$59.62 - $77.36 $30.3K - $39.4K
509 $31K
SNV
Synovus Financial Corp

Financial Services
595
New
$38.27 - $51.75 $22.8K - $30.8K
595 $30K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
347
New
$73.02 - $90.22 $25.3K - $31.3K
347 $30K
AGYS
Agilysys Inc

Technology
263
New
$65.76 - $118.19 $17.3K - $31.1K
263 $30K
SUI
Sun Communities Inc

Real Estate
238
New
$114.62 - $132.25 $27.3K - $31.5K
238 $30K
UPWK
Upwork, Inc

Industrials
2.23K
New
$11.8 - $17.5 $26.3K - $39.1K
2.23K $30K
FNDF
Schwab Fundamental Intl Large

ETFs
728
New
$32.25 - $40.02 $23.5K - $29.1K
728 $29K
VKTX
Viking Therapeutics, Inc.

Healthcare
1.11K
New
$19.98 - $29.49 $22.2K - $32.7K
1.11K $29K
BPMC
Blueprint Medicines Corp

Healthcare
231
New
$79.22 - $128.4 $18.3K - $29.7K
231 $29K
EXC
Exelon Corp

Utilities
674
New
$42.2 - $47.37 $28.4K - $31.9K
674 $29K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
336
New
$72.61 - $88.75 $24.4K - $29.8K
336 $29K
BUG
Global X Fds Cybersecurity ETF

ETFs
801
New
$29.9 - $37.1 $23.9K - $29.7K
801 $29K
ICLN
Ishares

ETFs
2.26K
New
$10.56 - $13.31 $23.8K - $30K
2.26K $29K
CSGS
Csg Systems International Inc

Technology
440
New
$56.51 - $66.33 $24.9K - $29.2K
440 $28K
FNF
Fidelity National Financial, Inc.

Financial Services
516
New
$53.62 - $66.59 $27.7K - $34.4K
516 $28K
SYK
Stryker Corp

Healthcare
71
New
$337.37 - $395.63 $24K - $28.1K
71 $28K
IJK
Ishares S&P Midcap 400 Growth

ETFs
318
New
$73.7 - $90.98 $23.4K - $28.9K
318 $28K
AWK
American Water Works Company, Inc.

Utilities
205
New
$133.82 - $151.96 $27.4K - $31.2K
205 $28K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
598
New
$28.15 - $47.93 $16.8K - $28.7K
598 $28K
DRI
Darden Restaurants Inc

Consumer Cyclical
133
New
$186.58 - $225.78 $24.8K - $30K
133 $28K
FLO
Flowers Foods Inc

Consumer Defensive
1.73K
New
$15.86 - $19.21 $27.5K - $33.3K
1.73K $27K
CSWI
Csw Industrials, Inc.

Industrials
95
New
$254.34 - $336.43 $24.2K - $32K
95 $27K
LI
Li Auto Inc.

Consumer Cyclical
1K
New
$19.79 - $30.15 $19.8K - $30.2K
1K $27K
CBT
Cabot Corp

Basic Materials
369
New
$72.47 - $84.35 $26.7K - $31.1K
369 $27K
SJM
J M Smucker CO

Consumer Defensive
283
New
$94.41 - $118.52 $26.7K - $33.5K
283 $27K
WFRD
Weatherford International PLC

Energy
545
New
$39.17 - $54.26 $21.3K - $29.6K
545 $27K
MAS
Masco Corp

Industrials
429
New
$58.73 - $71.06 $25.2K - $30.5K
429 $27K
FMC
Fmc Corp

Basic Materials
641
New
$33.98 - $44.06 $21.8K - $28.2K
641 $26K
MKC
Mccormick & CO Inc

Consumer Defensive
356
New
$71.11 - $82.25 $25.3K - $29.3K
356 $26K
IIIV
I3 Verticals, Inc.

Technology
960
New
$22.76 - $27.48 $21.8K - $26.4K
960 $26K
ZM
Zoom Video Communications, Inc.

Technology
344
New
$66.7 - $84.62 $22.9K - $29.1K
344 $26K
ESI
Element Solutions Inc

Basic Materials
1.15K
New
$17.5 - $22.96 $20.2K - $26.5K
1.15K $26K
L
Loews Corp

Financial Services
293
New
$80.89 - $92.09 $23.7K - $27K
293 $26K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
61
New
$376.48 - $440.65 $23K - $26.9K
61 $26K
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