Mount Yale Investment Advisors, LLC Reduced Holdings in Q4 2024

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-123K
- 15.15%
$221.69 - $259.02 $27.4M - $32M
692K $173M
CVS
Cvs Health Corp

Healthcare
-87.7K
- 93.68%
$43.78 - $67.46 $3.84M - $5.91M
5.92K $265K
DFS
Discover Financial Services

Financial Services
-39.4K
- 88.56%
$136.3 - $182.67 $5.37M - $7.2M
5.09K $881K
AES
Aes Corp

Utilities
-248K
- 91.23%
$12.44 - $20.24 $3.08M - $5.01M
23.8K $306K
CSCO
Cisco Systems, Inc.

Technology
-97.5K
- 87.49%
$52.45 - $60.02 $5.11M - $5.85M
13.9K $825K
HON
Honeywell International Inc

Industrials
-19.1K
- 72.89%
$202.84 - $236.0 $3.88M - $4.51M
7.11K $1.61M
TCBK
Trico Bancshares

Financial Services
-84K
- 72.14%
$40.66 - $49.62 $3.42M - $4.17M
32.4K $1.42M
NKE
Nike, Inc.

Consumer Cyclical
-28.8K
- 48.9%
$73.36 - $89.13 $2.11M - $2.57M
30.1K $2.28M
BWA
Borgwarner Inc

Consumer Cyclical
-72.7K
- 54.14%
$31.48 - $35.49 $2.29M - $2.58M
61.6K $1.96M
SBAC
Sba Communications Corp

Real Estate
-10.4K
- 53.43%
$198.24 - $249.31 $2.07M - $2.6M
9.1K $1.86M
MRK
Merck & Co., Inc.

Healthcare
-13K
- 21.34%
$96.31 - $114.76 $1.26M - $1.5M
48.1K $4.78M
SHW
Sherwin Williams CO

Basic Materials
-5.01K
- 47.2%
$338.75 - $399.71 $1.7M - $2M
5.61K $1.91M
NVO
Novo Nordisk A S

Healthcare
-6.73K
- 16.63%
$85.0 - $120.04 $572K - $807K
33.7K $2.9M
ICLR
Icon PLC

Healthcare
-4.3K
- 35.43%
$187.22 - $297.57 $805K - $1.28M
7.84K $1.64M
XLY
Select Sector Spdr Consumer Di

ETFs
-10.4K
- 42.97%
$194.8 - $239.43 $2.03M - $2.5M
13.8K $3.11M
CMCSA
Comcast Corp

Communication Services
-28.7K
- 18.64%
$37.39 - $45.14 $1.07M - $1.3M
125K $4.7M
HSY
Hershey CO

Consumer Defensive
-8.33K
- 58.45%
$168.67 - $193.65 $1.4M - $1.61M
5.92K $1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-31.5K
- 20.89%
$45.07 - $47.1 $1.42M - $1.48M
119K $5.39M
PPG
Ppg Industries Inc

Basic Materials
-7.52K
- 20.76%
$119.09 - $131.37 $895K - $988K
28.7K $3.43M
ACN
Accenture PLC

Technology
-3.41K
- 20.76%
$343.9 - $376.86 $1.17M - $1.28M
13K $4.57M
AFL
Aflac Inc

Financial Services
-10.3K
- 67.75%
$100.37 - $115.27 $1.04M - $1.19M
4.91K $507K
XLV
Select Sector Spdr Fund Health

ETFs
-4.71K
- 14.66%
$136.28 - $154.74 $642K - $729K
27.4K $3.78M
TSN
Tyson Foods, Inc.

Consumer Defensive
-17.5K
- 23.0%
$57.14 - $64.54 $1M - $1.13M
58.6K $3.37M
PARA
Paramount Global

Communication Services
-96.9K
- 22.75%
$10.27 - $11.57 $995K - $1.12M
329K $3.43M
NDAQ
Nasdaq, Inc.

Financial Services
-14.8K
- 58.28%
$70.87 - $83.05 $1.05M - $1.23M
10.6K $818K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-22K
- 20.75%
$49.03 - $53.35 $1.08M - $1.17M
84.1K $4.31M
XLF
Financial Sector Spdr

ETFs
-28.1K
- 19.41%
$44.89 - $51.34 $1.26M - $1.44M
117K $5.64M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.92K
- 13.15%
$176.42 - $186.91 $867K - $919K
32.5K $5.78M
AVY
Avery Dennison Corp

Industrials
-3.01K
- 29.89%
$186.26 - $220.48 $561K - $664K
7.07K $1.32M
EFG
Msci Eafe Growth ETF

ETFs
-2.4K
- 3.98%
$96.83 - $106.88 $233K - $257K
57.9K $5.61M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-1.09K
- 5.0%
$128.36 - $186.0 $139K - $202K
20.6K $2.66M
RACE
Ferrari N.V.

Consumer Cyclical
-1.34K
- 19.46%
$422.83 - $490.34 $565K - $655K
5.53K $2.35M
AMD
Advanced Micro Devices Inc

Technology
-4.7K
- 69.35%
$118.88 - $172.8 $558K - $812K
2.08K $250K
AZN
Astrazeneca PLC

Healthcare
-3.16K
- 6.61%
$63.2 - $79.58 $200K - $252K
44.7K $2.93M
PAYC
Paycom Software, Inc.

Technology
-5.1K
- 72.81%
$159.94 - $240.25 $815K - $1.22M
1.9K $390K
WMT
Walmart Inc.

Consumer Defensive
-9.42K
- 71.78%
$79.1 - $95.7 $745K - $901K
3.7K $334K
NU
Nu Holdings Ltd.

Financial Services
-27.3K
- 20.57%
$10.24 - $15.89 $279K - $433K
105K $1.09M
C
Citigroup Inc

Financial Services
-19.5K
- 23.1%
$61.31 - $72.5 $1.2M - $1.42M
65K $4.57M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-15.3K
- 33.16%
$34.74 - $38.36 $531K - $586K
30.8K $1.08M
POOL
Pool Corp

Industrials
-1.68K
- 55.09%
$339.32 - $390.03 $571K - $656K
1.37K $467K
XLI
Industrial Sector Spdr

ETFs
-4.39K
- 17.72%
$131.76 - $143.99 $578K - $632K
20.4K $2.69M
ONTO
Onto Innovation Inc.

Technology
-2.69K
- 53.63%
$158.54 - $225.02 $427K - $606K
2.33K $387K
MU
Micron Technology Inc

Technology
-3.65K
- 24.18%
$84.16 - $113.41 $307K - $414K
11.5K $963K
TTE
Total Energies Se

Energy
-8.78K
- 33.01%
N/A
17.8K $1.22M
HOLX
Hologic Inc

Healthcare
-6.78K
- 56.7%
$70.76 - $83.72 $479K - $567K
5.17K $372K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-9.31K
- 62.12%
$42.57 - $61.09 $396K - $568K
5.67K $271K
MELI
Mercadolibre Inc

Consumer Cyclical
-119
- 11.02%
$1666.0 - $2117.3 $198K - $252K
961 $1.63M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-9.2K
- 70.5%
$62.07 - $66.61 $571K - $613K
3.85K $246K
ADBE
Adobe Inc.

Technology
-723
- 21.23%
$437.39 - $552.96 $316K - $400K
2.68K $1.19M
Activity Summary
Buys All Purchases 263 New Holdings 74 Increased Positions 189 Sells All Sells 260 Reductions 260 Sold out 0 Options Calls 4 Puts 7
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