Mount Yale Investment Advisors, LLC Reduced Holdings in Q3 2024

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-37.7K
- 46.25%
$161.02 - $200.0 $6.08M - $7.55M
43.8K $8.17M
GOOGL
Alphabet Inc.

Communication Services
-33K
- 27.41%
$148.65 - $191.18 $4.9M - $6.3M
87.3K $14.5M
AAPL
Apple Inc.

Technology
-121K
- 12.91%
$207.23 - $234.82 $25M - $28.4M
815K $190M
SHW
Sherwin Williams CO

Basic Materials
-25.6K
- 70.66%
$294.65 - $384.0 $7.53M - $9.82M
10.6K $4.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15.4K
- 51.93%
$405.19 - $478.57 $6.26M - $7.39M
14.3K $6.58M
MSFT
Microsoft Corp

Technology
-9.82K
- 21.26%
$395.15 - $467.56 $3.88M - $4.59M
36.4K $15.6M
JPM
Jpmorgan Chase & CO

Financial Services
-20.7K
- 57.73%
$194.9 - $224.8 $4.03M - $4.65M
15.1K $3.19M
BMY
Bristol Myers Squibb CO

Healthcare
-110K
- 66.78%
$39.66 - $51.75 $4.35M - $5.68M
54.6K $2.83M
UNH
Unitedhealth Group Inc

Healthcare
-7.52K
- 37.04%
$488.01 - $604.18 $3.67M - $4.54M
12.8K $7.47M
GOOG
Alphabet Inc.

Communication Services
-8.38K
- 10.24%
$149.54 - $192.66 $1.25M - $1.61M
73.5K $12.3M
CBOE
Cboe Global Markets, Inc.

Financial Services
-10.4K
- 88.69%
$168.57 - $213.65 $1.75M - $2.21M
1.32K $269K
CVX
Chevron Corp

Energy
-9.44K
- 46.13%
$137.88 - $161.97 $1.3M - $1.53M
11K $1.62M
SHEL
Shell PLC

Energy
-20.7K
- 63.55%
$65.65 - $73.28 $1.36M - $1.51M
11.9K $781K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-12.2K
- 50.29%
$113.41 - $125.62 $1.39M - $1.53M
12.1K $1.52M
URI
United Rentals, Inc.

Industrials
-2.45K
- 58.91%
$627.41 - $814.1 $1.54M - $2M
1.71K $1.39M
NVO
Novo Nordisk A S

Healthcare
-2.14K
- 5.03%
$119.07 - $145.42 $255K - $311K
40.4K $4.81M
C
Citigroup Inc

Financial Services
-17.7K
- 17.34%
$56.11 - $67.61 $995K - $1.2M
84.5K $5.29M
GS
Goldman Sachs Group Inc

Financial Services
-2.75K
- 33.6%
$459.02 - $510.25 $1.26M - $1.4M
5.43K $2.69M
DIS
Walt Disney CO

Communication Services
-8.94K
- 20.44%
$85.6 - $98.61 $765K - $882K
34.8K $3.35M
ASML
Asml Holding Nv

Technology
-388
- 11.94%
$749.82 - $1098.95 $291K - $426K
2.86K $2.38M
XLI
Industrial Sector Spdr

ETFs
-9.87K
- 28.49%
$120.56 - $135.44 $1.19M - $1.34M
24.8K $3.35M
SBUX
Starbucks Corp

Consumer Cyclical
-13.4K
- 58.02%
$72.51 - $98.6 $974K - $1.32M
9.72K $947K
SRLN
Ssga Active Trust

ETFs
-19.4K
- 59.91%
$40.93 - $41.85 $792K - $810K
13K $541K
IEMG
Ishares Inc

ETFs
-13.8K
- 32.59%
$53.64 - $53.64 $740K - $740K
28.6K $1.53M
STE
Steris PLC

Healthcare
-3.84K
- 35.62%
$213.51 - $247.14 $819K - $949K
6.94K $1.68M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-8.93K
- 47.3%
$83.76 - $91.82 $748K - $820K
9.95K $908K
TSN
Tyson Foods, Inc.

Consumer Defensive
-14.9K
- 16.39%
$55.91 - $65.87 $835K - $983K
76.1K $4.53M
RE
Everest Re Group LTD

Financial Services
-1.79K
- 13.19%
N/A
11.8K $4.38M
MCK
Mckesson Corp

Healthcare
-900
- 36.89%
$479.06 - $630.38 $431K - $567K
1.54K $761K
SOXX
Ishares Semiconductor ETF

ETFs
-1.55K
- 8.15%
$199.29 - $265.49 $308K - $410K
17.4K $4.02M
SCHW
Schwab Charles Corp

Financial Services
-5.75K
- 18.91%
$61.74 - $76.08 $355K - $437K
24.6K $1.6M
NFLX
Netflix Inc

Communication Services
-1.1K
- 25.33%
$598.55 - $722.26 $661K - $797K
3.25K $2.31M
ICLR
Icon PLC

Healthcare
-991
- 7.55%
$280.48 - $346.2 $278K - $343K
12.1K $3.49M
COST
Costco Wholesale Corp

Consumer Defensive
-730
- 65.83%
$801.83 - $917.05 $585K - $669K
379 $335K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-5.36K
- 46.09%
$113.45 - $126.18 $608K - $677K
6.27K $791K
TGT
Target Corp

Consumer Defensive
-4.17K
- 42.57%
$133.47 - $159.25 $557K - $664K
5.63K $877K
XLC
Select Sector Spdr Tr Communic

ETFs
-8.38K
- 21.15%
$82.16 - $90.4 $688K - $757K
31.2K $2.82M
MELI
Mercadolibre Inc

Consumer Cyclical
-592
- 35.41%
$1591.44 - $2140.1 $942K - $1.27M
1.08K $2.21M
NXPI
Nxp Semiconductors N.V.

Technology
-1.17K
- 16.69%
$225.14 - $290.78 $263K - $340K
5.83K $1.4M
SWKS
Skyworks Solutions, Inc.

Technology
-1.09K
- 2.36%
$96.22 - $120.68 $104K - $131K
45K $4.44M
ENTG
Entegris Inc

Technology
-2.59K
- 35.74%
$98.09 - $146.48 $254K - $379K
4.65K $523K
CRWD
Crowd Strike Holdings, Inc.

Technology
-69
- 1.62%
$217.89 - $392.15 $15K - $27.1K
4.19K $1.17M
AMD
Advanced Micro Devices Inc

Technology
-2.9K
- 29.97%
$128.67 - $183.96 $373K - $533K
6.77K $1.11M
MU
Micron Technology Inc

Technology
-192
- 1.26%
$86.27 - $136.82 $16.6K - $26.3K
15.1K $1.57M
V
Visa Inc.

Financial Services
-2.17K
- 16.95%
$253.74 - $291.56 $551K - $633K
10.6K $2.93M
WFC
Wells Fargo & Company

Financial Services
-5.69K
- 14.71%
$51.58 - $60.97 $293K - $347K
33K $1.86M
TDG
Trans Digm Group Inc

Industrials
-372
- 54.71%
$1202.03 - $1427.41 $447K - $531K
308 $439K
AVY
Avery Dennison Corp

Industrials
-2.01K
- 16.64%
$202.27 - $224.18 $407K - $451K
10.1K $2.22M
XLF
Financial Sector Spdr

ETFs
-24.8K
- 14.59%
$40.84 - $45.74 $1.01M - $1.13M
145K $6.57M
Activity Summary
Buys All Purchases 201 New Holdings 69 Increased Positions 132 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 5 Puts 1
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