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
CDNS
Cadence Design Systems Inc

Technology
-1.47K
- 97.28%
$231.64 - $323.08 $340K - $474K
41 $12K
ADP
Automatic Data Processing Inc

Industrials
-1.27K
- 17.53%
$276.76 - $326.81 $351K - $414K
5.97K $1.84M
WST
West Pharmaceutical Services Inc

Healthcare
-1.57K
- 98.25%
$190.39 - $227.7 $299K - $358K
28 $6K
ONTO
Onto Innovation Inc.

Technology
-2.85K
- 98.69%
$88.5 - $133.37 $252K - $381K
38 $3K
BDX
Becton Dickinson & CO

Healthcare
-684
- 17.33%
$165.15 - $226.42 $113K - $155K
3.26K $562K
BRO
Brown & Brown, Inc.

Financial Services
-2.21K
- 32.22%
$104.48 - $124.43 $230K - $274K
4.64K $514K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-4.66K
- 33.85%
$66.87 - $79.47 $311K - $370K
9.1K $722K
MA
Mastercard Inc

Financial Services
-703
- 14.86%
$479.92 - $590.74 $337K - $415K
4.03K $2.26M
ATR
Aptargroup, Inc.

Healthcare
-2.24K
- 52.2%
$133.66 - $158.53 $300K - $355K
2.05K $320K
WMB
Williams Companies, Inc.

Energy
-6.3K
- 23.77%
$54.33 - $62.87 $342K - $396K
20.2K $1.27M
NVS
Novartis Ag

Healthcare
-4.24K
- 20.01%
$101.96 - $121.01 $433K - $514K
17K $2.05M
SSB
South State Corp

Financial Services
-3.22K
- 91.63%
$80.59 - $94.67 $259K - $305K
294 $27K
HLI
Houlihan Lokey, Inc.

Financial Services
-2.03K
- 52.95%
$141.59 - $182.75 $287K - $371K
1.8K $324K
FIBK
First Interstate Bancsystem Inc

Financial Services
-10.2K
- 99.99%
$23.86 - $29.01 $243K - $296K
1 $0
EW
Edwards Lifesciences Corp

Healthcare
-4.29K
- 52.97%
$67.07 - $78.22 $287K - $335K
3.81K $297K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-2.08K
- 44.73%
$144.63 - $179.53 $301K - $374K
2.57K $423K
CMCSA
Comcast Corp

Communication Services
-3.62K
- 3.1%
$32.84 - $36.72 $119K - $133K
113K $4.05M
GRAB
Grab Holdings LTD

Technology
-62.3K
- 72.75%
$3.48 - $5.25 $217K - $327K
23.3K $117K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-2.37K
- 9.79%
$99.97 - $129.69 $237K - $308K
21.9K $2.28M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-2.81K
- 36.91%
$103.49 - $133.44 $291K - $375K
4.8K $632K
COST
Costco Wholesale Corp

Consumer Defensive
-323
- 21.11%
$908.13 - $1056.85 $293K - $341K
1.21K $1.19M
MKTX
Marketaxess Holdings Inc

Financial Services
-1.2K
- 54.48%
$203.19 - $231.09 $243K - $277K
1K $223K
LRN
Stride, Inc.

Consumer Defensive
-2.31K
- 50.13%
$124.45 - $160.72 $287K - $371K
2.3K $333K
PSTG
Pure Storage, Inc.

Technology
-6.88K
- 60.49%
$37.18 - $57.58 $256K - $396K
4.49K $258K
OWL
Blue Owl Capital Inc.

Financial Services
-11.8K
- 62.76%
$15.9 - $21.16 $187K - $249K
6.99K $134K
OMC
Omnicom Group Inc.

Communication Services
-2.25K
- 38.8%
$69.22 - $79.77 $156K - $180K
3.55K $255K
MCD
Mcdonalds Corp

Consumer Cyclical
-378
- 6.66%
$285.55 - $321.23 $108K - $121K
5.3K $1.55M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.3K
- 32.65%
$96.84 - $99.46 $223K - $229K
4.74K $470K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.38K
- 26.58%
$85.42 - $94.39 $203K - $224K
6.57K $616K
CASY
Caseys General Stores Inc

Consumer Cyclical
-686
- 40.23%
$415.82 - $510.91 $285K - $350K
1.02K $519K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-14K
- 99.99%
$12.29 - $15.47 $172K - $216K
2 $0
WTFC
Wintrust Financial Corp

Financial Services
-2.18K
- 46.03%
$95.17 - $124.21 $208K - $271K
2.56K $317K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-2.89K
- 98.57%
$57.26 - $78.92 $165K - $228K
42 $2K
ONON
On Holding Ag

Consumer Cyclical
-4.73K
- 83.09%
$37.65 - $60.68 $178K - $287K
963 $50K
BR
Broadridge Financial Solutions, Inc.

Technology
-826
- 95.38%
$217.22 - $246.25 $179K - $203K
40 $9K
APO
Apollo Global Management, Inc.

Financial Services
-1.5K
- 41.84%
$108.68 - $145.07 $163K - $218K
2.09K $296K
DDOG
Datadog, Inc.

Technology
-2.31K
- 58.45%
$87.0 - $134.33 $201K - $310K
1.64K $220K
IBN
Icici Bank LTD

Financial Services
-9.25K
- 14.16%
$30.16 - $34.39 $279K - $318K
56K $1.89M
DXCM
Dexcom Inc

Healthcare
-3.59K
- 45.36%
$59.83 - $87.57 $215K - $314K
4.33K $377K
ADBE
Adobe Inc.

Technology
-430
- 21.19%
$340.0 - $420.68 $146K - $181K
1.6K $618K
EEM
Ishares Msci Emerging Markets

ETFs
-5.56K
- 22.4%
$38.52 - $48.28 $214K - $268K
19.3K $928K
GWRE
Guidewire Software, Inc.

Technology
-1.24K
- 40.25%
$172.73 - $257.37 $215K - $320K
1.85K $434K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.55K
- 26.53%
$29.0 - $30.68 $132K - $140K
12.6K $386K
EA
Electronic Arts Inc.

Communication Services
-1.31K
- 27.0%
$132.53 - $159.7 $173K - $208K
3.53K $563K
UHS
Universal Health Services Inc

Healthcare
-101
- 0.62%
$157.05 - $197.94 $15.9K - $20K
16.2K $2.93M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.53K
- 23.52%
$108.06 - $135.3 $166K - $208K
4.99K $674K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.24K
- 6.19%
$119.13 - $135.03 $148K - $168K
18.8K $2.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.82K
- 7.04%
$90.56 - $109.49 $255K - $309K
37.3K $4.07M
CRM
Salesforce, Inc.

Technology
-487
- 13.71%
$236.26 - $291.15 $115K - $142K
3.07K $835K
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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