Mount Yale Investment Advisors, LLC Reduced Holdings in Q1 2025

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-8.78K
- 1.27%
$209.68 - $247.1 $1.84M - $2.17M
683K $152M
IVV
Ishares Core S&P 500 ETF

ETFs
-13.7K
- 19.72%
$554.06 - $615.85 $7.56M - $8.41M
55.6K $31.2M
PGR
Progressive Corp

Financial Services
-22.9K
- 95.3%
$235.61 - $291.22 $5.4M - $6.67M
1.13K $319K
SPYG
Spdr Portfolio

ETFs
-3.72K
- 0.62%
$80.05 - $92.39 $297K - $343K
598K $47.9M
CRM
Salesforce, Inc.

Technology
-12.4K
- 77.72%
$268.36 - $359.95 $3.33M - $4.46M
3.55K $953K
GOOGL
Alphabet Inc.

Communication Services
-2.78K
- 2.46%
$154.33 - $206.19 $429K - $573K
110K $17M
AVGO
Broadcom Inc.

Technology
-5.62K
- 15.48%
$167.43 - $244.7 $942K - $1.38M
30.7K $5.14M
GOOG
Alphabet Inc.

Communication Services
-781
- 1.05%
$156.06 - $207.71 $122K - $162K
73.8K $11.5M
EFV
Msci Eafe Value ETF

ETFs
-55.5K
- 48.36%
$51.88 - $60.73 $2.88M - $3.37M
59.3K $3.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.76K
- 2.38%
$190.26 - $242.06 $335K - $426K
72.2K $13.7M
MSFT
Microsoft Corp

Technology
-805
- 1.9%
$375.39 - $447.2 $302K - $360K
41.5K $15.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-556
- 4.3%
$222.15 - $428.22 $124K - $238K
12.4K $3.21M
DAL
Delta Air Lines, Inc.

Industrials
-20.7K
- 34.79%
$43.6 - $69.06 $901K - $1.43M
38.7K $1.69M
IEFA
Ishares Tr

ETFs
-26.6K
- 44.58%
$69.57 - $78.65 $1.85M - $2.09M
33.1K $2.5M
RJF
Raymond James Financial Inc

Financial Services
-9.98K
- 53.4%
$137.62 - $172.64 $1.37M - $1.72M
8.71K $1.21M
EFG
Msci Eafe Growth ETF

ETFs
-18.8K
- 32.38%
$96.1 - $106.37 $1.8M - $2M
39.2K $3.92M
MCHP
Microchip Technology Inc

Technology
-23.5K
- 77.29%
$48.41 - $64.3 $1.14M - $1.51M
6.91K $334K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-13.9K
- 1.02%
$49.78 - $53.19 $691K - $739K
1.35M $68.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
-7.49K
- 82.78%
$182.82 - $196.21 $1.37M - $1.47M
1.56K $290K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.75K
- 16.2%
$102.49 - $119.96 $795K - $930K
40.1K $4.19M
C
Citigroup Inc

Financial Services
-18.6K
- 28.55%
$67.23 - $84.63 $1.25M - $1.57M
46.4K $3.3M
DGRO
Ishares Core Dividend Growth E

ETFs
-19.1K
- 26.67%
$60.46 - $64.42 $1.16M - $1.23M
52.6K $3.22M
SHW
Sherwin Williams CO

Basic Materials
-3.21K
- 57.25%
$330.16 - $365.55 $1.06M - $1.17M
2.4K $836K
TCBK
Trico Bancshares

Financial Services
-22.8K
- 70.24%
$39.87 - $45.12 $909K - $1.03M
9.65K $385K
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.25K
- 9.18%
$92.45 - $106.69 $485K - $560K
51.9K $4.81M
MNST
Monster Beverage Corp

Consumer Defensive
-18.6K
- 77.05%
$46.16 - $58.58 $859K - $1.09M
5.54K $324K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.21K
- 15.1%
$111.56 - $223.11 $135K - $269K
6.78K $757K
MUB
Ishares National Muni Bond ETF

ETFs
-7.6K
- 52.47%
$104.71 - $107.69 $795K - $818K
6.88K $725K
ORCL
Oracle Corp

Technology
-2.07K
- 10.84%
$139.81 - $186.47 $290K - $386K
17K $2.38M
GLBE
Global E Online Ltd.

Consumer Cyclical
-11.5K
- 56.24%
$35.65 - $62.84 $411K - $725K
8.97K $319K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.84K
- 14.28%
$65.15 - $91.81 $250K - $352K
23K $1.5M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.27K
- 4.75%
$47.25 - $67.02 $155K - $219K
65.5K $3.12M
XLF
Financial Sector Spdr

ETFs
-17.1K
- 14.63%
$47.32 - $52.19 $809K - $892K
99.7K $4.91M
CHD
Church & Dwight CO Inc

Consumer Defensive
-6.42K
- 75.38%
$101.42 - $113.2 $651K - $726K
2.1K $230K
IWP
Ishares Russell Mid Cap Growth

ETFs
-4.87K
- 66.99%
$114.9 - $139.6 $560K - $680K
2.4K $282K
DIS
Walt Disney CO

Communication Services
-80
- 0.17%
$96.87 - $114.0 $7.75K - $9.12K
48.2K $4.75M
PPG
Ppg Industries Inc

Basic Materials
-2.97K
- 10.36%
$107.44 - $124.29 $319K - $369K
25.7K $2.81M
ETN
Eaton Corp PLC

Industrials
-1.51K
- 50.18%
$271.83 - $371.23 $409K - $559K
1.49K $406K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-713
- 18.6%
$283.06 - $421.16 $202K - $300K
3.12K $883K
IXN
Ishares Global Information Tec

ETFs
-5.1K
- 23.75%
$75.73 - $88.4 $387K - $451K
16.4K $1.24M
GS
Goldman Sachs Group Inc

Financial Services
-648
- 10.87%
$524.81 - $672.19 $340K - $436K
5.31K $2.9M
AMGN
Amgen Inc

Healthcare
-2.08K
- 73.67%
$258.59 - $327.36 $538K - $682K
744 $231K
NOW
Service Now, Inc.

Technology
-364
- 44.83%
$783.83 - $1170.39 $285K - $426K
448 $356K
MBB
Ishares Tr

ETFs
-5.96K
- 22.46%
$90.37 - $94.08 $538K - $561K
20.6K $1.93M
UBS
Ubs Group Ag

Financial Services
-16.9K
- 31.08%
$30.28 - $35.78 $512K - $606K
37.5K $1.15M
GE
General Electric CO

Industrials
-3.45K
- 60.59%
$168.59 - $212.13 $582K - $733K
2.25K $449K
NEE
Nextera Energy Inc

Utilities
-5.97K
- 8.37%
$66.96 - $76.16 $400K - $455K
65.4K $4.63M
GDDY
Go Daddy Inc.

Technology
-2.03K
- 36.14%
$172.13 - $214.35 $350K - $436K
3.59K $647K
WTS
Watts Water Technologies Inc

Industrials
-2.28K
- 65.27%
$195.28 - $224.67 $445K - $512K
1.21K $247K
Activity Summary
Buys All Purchases 239 New Holdings 41 Increased Positions 198 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 3 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