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
META
Meta Platforms, Inc.

Communication Services
-466
- 3.55%
$576.36 - $736.67 $269K - $343K
12.7K $7.3M
IWM
Ishares Russell 2000 ETF

ETFs
-17
- 0.08%
$198.1 - $229.79 $3.37K - $3.91K
20.5K $4.09M
IEMG
Ishares Inc

ETFs
-7.99K
- 18.28%
N/A
35.7K $1.92M
GFL
Gfl Environmental Inc.

Industrials
-13K
- 23.41%
$41.72 - $48.8 $544K - $636K
42.6K $2.06M
LDOS
Leidos Holdings, Inc.

Technology
-2.69K
- 44.92%
$126.82 - $161.11 $341K - $433K
3.3K $444K
ADBE
Adobe Inc.

Technology
-654
- 24.38%
$377.84 - $464.11 $247K - $304K
2.03K $778K
GLOB
Globant S.A.

Technology
-469
- 12.68%
$117.72 - $228.73 $55.2K - $107K
3.23K $380K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-509
- 9.81%
$360.07 - $417.26 $183K - $212K
4.68K $1.69M
UAL
United Airlines Holdings, Inc.

Industrials
-1.18K
- 10.6%
$69.05 - $110.52 $81.5K - $130K
9.95K $686K
CMCSA
Comcast Corp

Communication Services
-8.3K
- 6.63%
$33.19 - $38.23 $276K - $317K
117K $4.32M
NTRA
Natera, Inc.

Healthcare
-1.62K
- 24.35%
$132.63 - $177.0 $214K - $286K
5.02K $709K
DFS
Discover Financial Services

Financial Services
-1.88K
- 37.0%
$152.99 - $203.25 $288K - $383K
3.21K $547K
PSTG
Pure Storage, Inc.

Technology
-2.22K
- 16.33%
$44.27 - $72.37 $98.2K - $161K
11.4K $503K
EME
Emcor Group, Inc.

Industrials
-374
- 17.82%
$361.16 - $535.99 $135K - $200K
1.73K $637K
SPSC
Sps Commerce Inc

Technology
-673
- 15.45%
$123.05 - $197.4 $82.8K - $133K
3.68K $488K
SPY
Spdr S&P 500 ETF Trust

ETFs
-301
- 6.25%
$551.42 - $612.93 $166K - $184K
4.52K $2.53M
HD
Home Depot, Inc.

Consumer Cyclical
-56
- 0.46%
$347.25 - $424.87 $19.4K - $23.8K
12.2K $4.46M
NDAQ
Nasdaq, Inc.

Financial Services
-3.68K
- 34.72%
$72.17 - $83.76 $265K - $308K
6.91K $524K
JPM
Jpmorgan Chase & CO

Financial Services
-2K
- 5.46%
$225.19 - $279.95 $450K - $559K
34.6K $8.48M
DE
Deere & CO

Industrials
-869
- 31.45%
$408.57 - $509.27 $355K - $443K
1.89K $888K
TTE
Total Energies Se

Energy
-4.09K
- 22.95%
N/A
13.7K $942K
WST
West Pharmaceutical Services Inc

Healthcare
-342
- 17.62%
$199.11 - $347.87 $68.1K - $119K
1.6K $357K
WIX
Wix.Com Ltd.

Technology
-539
- 14.68%
$163.38 - $246.76 $88.1K - $133K
3.13K $511K
SAIA
Saia Inc

Industrials
-254
- 15.74%
$349.29 - $508.47 $88.7K - $129K
1.36K $475K
NVT
N Vent Electric PLC

Industrials
-1.93K
- 19.21%
$52.42 - $75.4 $101K - $146K
8.13K $426K
AXP
American Express CO

Financial Services
-469
- 10.13%
$255.39 - $325.87 $120K - $153K
4.16K $1.12M
CW
Curtiss Wright Corp

Industrials
-448
- 15.72%
$304.82 - $384.07 $137K - $172K
2.4K $761K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-720
- 19.5%
$308.87 - $383.33 $222K - $276K
2.97K $972K
CPRT
Copart Inc

Consumer Cyclical
-3.4K
- 7.86%
$52.3 - $59.83 $178K - $203K
39.9K $2.26M
DSGX
Descartes Systems Group Inc

Technology
-1.22K
- 15.49%
$96.4 - $122.5 $117K - $149K
6.65K $670K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-13
- 3.01%
$4295.4 - $5141.88 $55.8K - $66.8K
419 $1.93M
WSM
Williams Sonoma Inc

Consumer Cyclical
-666
- 18.71%
$158.1 - $217.71 $105K - $145K
2.89K $457K
OWL
Blue Owl Capital Inc.

Financial Services
-5.87K
- 23.83%
$18.49 - $26.68 $109K - $157K
18.8K $375K
DHIL
Diamond Hill Investment Group Inc

Financial Services
-392
- 3.6%
$142.84 - $156.59 $56K - $61.4K
10.5K $1.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-323
- 1.89%
$47.79 - $59.89 $15.4K - $19.3K
16.8K $843K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.3K
- 41.73%
$81.83 - $82.73 $188K - $190K
3.21K $265K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-308
- 6.79%
$186.55 - $250.04 $57.5K - $77K
4.23K $851K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-387
- 1.97%
$120.29 - $134.6 $46.6K - $52.1K
19.2K $2.35M
PSX
Phillips 66

Energy
-1.74K
- 42.89%
$113.93 - $131.55 $198K - $229K
2.31K $285K
DXCM
Dexcom Inc

Healthcare
-1.26K
- 13.7%
$67.74 - $90.75 $85.1K - $114K
7.92K $540K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-804
- 28.05%
$175.5 - $209.86 $141K - $169K
2.06K $373K
CDNS
Cadence Design Systems Inc

Technology
-325
- 17.73%
$233.96 - $324.52 $76K - $105K
1.51K $383K
SPGI
S&P Global Inc.

Financial Services
-398
- 11.25%
$478.26 - $543.77 $190K - $216K
3.14K $1.6M
INTU
Intuit Inc

Technology
-245
- 25.9%
$555.63 - $630.23 $136K - $154K
701 $430K
XLI
Industrial Sector Spdr

ETFs
-982
- 4.82%
$128.78 - $141.67 $126K - $139K
19.4K $2.52M
FIS
Fidelity National Information Services, Inc.

Technology
-1.25K
- 11.53%
$68.12 - $83.42 $85.1K - $104K
9.58K $715K
CNQ
Canadian Natural Resources LTD

Energy
-5.03K
- 11.23%
$26.72 - $32.74 $134K - $165K
39.7K $1.22M
ASML
Asml Holding Nv

Technology
-50
- 1.26%
$662.63 - $776.99 $33.1K - $38.8K
3.91K $2.59M
TECK
Teck Resources LTD

Basic Materials
-2.96K
- 26.83%
$36.43 - $43.86 $108K - $130K
8.08K $294K
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
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