Mount Yale Investment Advisors, LLC Reduced Holdings in Q2 2025

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-537K
- 39.72%
$45.11 - $52.34 $24.2M - $28.1M
816K $42.7M
SPYG
Spdr Portfolio

ETFs
-239K
- 40.02%
$71.83 - $95.32 $17.2M - $22.8M
359K $34.2M
UNH
Unitedhealth Group Inc

Healthcare
-2.88K
- 13.18%
$274.35 - $599.47 $789K - $1.72M
18.9K $5.91M
BMY
Bristol Myers Squibb CO

Healthcare
-33.7K
- 61.59%
$44.12 - $59.6 $1.48M - $2.01M
21K $971K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-899
- 3.51%
$483.48 - $539.8 $435K - $485K
24.7K $12M
CVX
Chevron Corp

Energy
-5.52K
- 24.87%
$133.73 - $168.51 $738K - $930K
16.7K $2.39M
ABBV
Abb Vie Inc.

Healthcare
-2.95K
- 10.9%
$170.16 - $206.27 $502K - $609K
24.1K $4.48M
MO
Altria Group, Inc.

Consumer Defensive
-19.1K
- 71.48%
$55.56 - $60.91 $1.06M - $1.16M
7.61K $446K
IVV
Ishares Core S&P 500 ETF

ETFs
-7.07K
- 12.72%
$498.8 - $620.9 $3.53M - $4.39M
48.5K $30.1M
SLB
Schlumberger Limited

Energy
-9.45K
- 9.61%
$31.95 - $42.2 $302K - $399K
88.9K $3M
V
Visa Inc.

Financial Services
-3.24K
- 27.16%
$308.27 - $373.31 $999K - $1.21M
8.69K $3.09M
VLO
Valero Energy Corp

Energy
-7.88K
- 76.19%
$104.69 - $141.77 $825K - $1.12M
2.46K $330K
RACE
Ferrari N.V.

Consumer Cyclical
-2.63K
- 50.17%
$397.86 - $499.02 $1.05M - $1.31M
2.61K $1.28M
NRG
Nrg Energy, Inc.

Utilities
-9.99K
- 98.5%
$83.61 - $162.67 $835K - $1.62M
152 $24K
LLY
Eli Lilly & CO

Healthcare
-933
- 21.57%
$713.71 - $898.95 $666K - $839K
3.39K $2.64M
AZN
Astrazeneca PLC

Healthcare
-10.3K
- 18.68%
$64.87 - $75.0 $668K - $772K
44.8K $3.13M
CPRT
Copart Inc

Consumer Cyclical
-11.9K
- 29.98%
$47.72 - $63.84 $570K - $763K
27.9K $1.37M
HCA
Hca Healthcare, Inc.

Healthcare
-2.49K
- 98.69%
$317.61 - $387.52 $790K - $964K
33 $12K
IXN
Ishares Global Information Tec

ETFs
-12.2K
- 74.73%
$65.81 - $92.34 $806K - $1.13M
4.14K $382K
AVY
Avery Dennison Corp

Industrials
-4.77K
- 68.07%
$159.58 - $183.97 $761K - $878K
2.24K $392K
HEFA
Ishares Currency Hedged Msci E

ETFs
-20.4K
- 96.6%
$32.11 - $38.21 $654K - $778K
718 $27K
STE
Steris PLC

Healthcare
-3.36K
- 53.41%
$208.55 - $252.55 $702K - $850K
2.93K $704K
PEP
Pepsico Inc

Consumer Defensive
-2.67K
- 13.06%
$128.02 - $151.37 $341K - $404K
17.7K $2.34M
NVO
Novo Nordisk A S

Healthcare
-9.9K
- 23.85%
$58.08 - $81.05 $575K - $802K
31.6K $2.18M
ELV
Elevance Health, Inc.

Healthcare
-1.11K
- 21.02%
$372.27 - $452.69 $413K - $502K
4.17K $1.62M
NEE
Nextera Energy Inc

Utilities
-7.94K
- 12.14%
$64.11 - $75.0 $509K - $595K
57.4K $3.99M
TDY
Teledyne Technologies Inc

Technology
-1.23K
- 69.92%
$435.54 - $512.31 $534K - $628K
527 $269K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-8.28K
- 63.97%
$47.91 - $70.14 $396K - $580K
4.66K $242K
RMD
Resmed Inc

Healthcare
-2.63K
- 91.54%
$204.54 - $258.0 $538K - $678K
243 $62K
SKM
Sk Telecom CO LTD

Communication Services
-27.7K
- 78.58%
$20.0 - $23.35 $555K - $648K
7.56K $176K
ABT
Abbott Laboratories

Healthcare
-4.35K
- 19.34%
$123.95 - $138.08 $540K - $601K
18.2K $2.47M
PG
Procter & Gamble CO

Consumer Defensive
-141
- 0.32%
$157.66 - $172.39 $22.2K - $24.3K
44.4K $7.08M
KR
Kroger CO

Consumer Defensive
-7.7K
- 83.46%
$64.62 - $74.0 $497K - $570K
1.53K $109K
SAIA
Saia Inc

Industrials
-1.34K
- 98.68%
$236.65 - $374.8 $318K - $503K
18 $4K
TSN
Tyson Foods, Inc.

Consumer Defensive
-943
- 1.79%
$54.33 - $63.56 $51.2K - $59.9K
51.7K $2.89M
XLV
Select Sector Spdr Fund Health

ETFs
-1.63K
- 6.46%
$128.77 - $144.3 $209K - $235K
23.6K $3.18M
GFL
Gfl Environmental Inc.

Industrials
-10.9K
- 25.62%
$42.93 - $51.58 $469K - $563K
31.7K $1.6M
SPSC
Sps Commerce Inc

Technology
-3.44K
- 93.46%
$121.61 - $152.67 $419K - $525K
241 $32K
JNJ
Johnson & Johnson

Healthcare
-1.45K
- 8.43%
$146.36 - $159.82 $212K - $231K
15.7K $2.4M
PEN
Penumbra Inc

Healthcare
-1.58K
- 50.37%
$253.22 - $299.78 $400K - $474K
1.56K $399K
JPIE
J P Morgan Exchange Traded Fd
-10.8K
- 3.36%
$45.12 - $46.32 $487K - $500K
310K $14.4M
GDDY
Go Daddy Inc.

Technology
-2.27K
- 63.15%
$162.11 - $192.36 $368K - $436K
1.32K $238K
HD
Home Depot, Inc.

Consumer Cyclical
-1.12K
- 9.19%
$335.24 - $380.78 $375K - $426K
11K $4.05M
CUBE
Cube Smart

Real Estate
-9.37K
- 41.38%
$35.88 - $43.68 $336K - $409K
13.3K $564K
AON
Aon PLC

Financial Services
-23
- 0.25%
$335.85 - $398.81 $7.72K - $9.17K
9.23K $3.29M
UAL
United Airlines Holdings, Inc.

Industrials
-6.33K
- 63.62%
$56.15 - $84.23 $355K - $533K
3.62K $288K
COP
Conocophillips

Energy
-1.17K
- 6.49%
$82.66 - $106.1 $96.9K - $124K
16.9K $1.52M
DSGX
Descartes Systems Group Inc

Technology
-3.74K
- 56.31%
$94.15 - $116.93 $352K - $438K
2.9K $295K
KO
Coca Cola CO

Consumer Defensive
-4.95K
- 18.42%
$68.37 - $73.9 $338K - $366K
21.9K $1.55M
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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