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
RJF
Raymond James Financial Inc

Financial Services
-9.42K
- 33.5%
$123.0 - $170.1 $1.16M - $1.6M
18.7K $2.9M
AON
Aon PLC

Financial Services
-1.89K
- 16.66%
$344.14 - $393.31 $650K - $743K
9.45K $3.39M
CUBE
Cube Smart

Real Estate
-5.15K
- 18.43%
$41.74 - $53.03 $215K - $273K
22.8K $977K
XOM
Exxon Mobil Corp

Energy
-39
- 0.07%
$105.51 - $125.37 $4.11K - $4.89K
54.1K $5.82M
CPNG
Coupang, Inc.

Consumer Cyclical
-14K
- 17.26%
$21.98 - $26.89 $309K - $378K
67.3K $1.48M
NVS
Novartis Ag

Healthcare
-1.01K
- 4.57%
$96.78 - $117.18 $97.9K - $119K
21.2K $2.06M
IBN
Icici Bank LTD

Financial Services
-15.7K
- 18.9%
$28.69 - $31.9 $451K - $502K
67.5K $2.01M
PEP
Pepsico Inc

Consumer Defensive
-970
- 5.71%
$151.29 - $176.1 $147K - $171K
16K $2.44M
ACGL
Arch Capital Group Ltd.

Financial Services
-628
- 3.18%
$88.71 - $114.86 $55.7K - $72.1K
19.1K $1.76M
FANG
Diamondback Energy, Inc.

Energy
-2.46K
- 55.82%
$153.06 - $199.5 $377K - $491K
1.95K $318K
WFRD
Weatherford International PLC

Energy
-4.59K
- 61.65%
$67.1 - $94.33 $308K - $433K
2.85K $204K
XLP
Consumer Staples Sector Spdr

ETFs
-5.59K
- 21.31%
N/A
20.6K $1.57M
WCN
Waste Connections, Inc.

Industrials
-2.11K
- 26.93%
$171.06 - $193.25 $361K - $408K
5.73K $982K
AKAM
Akamai Technologies Inc

Technology
-4.54K
- 37.23%
N/A
7.66K $695K
SNY
Sanofi

Healthcare
-3.06K
- 10.98%
$45.89 - $57.31 $140K - $175K
24.8K $1.2M
MPWR
Monolithic Power Systems Inc

Technology
-149
- 15.88%
$560.06 - $942.58 $83.4K - $140K
789 $466K
IVW
Ishares S&P 500 Growth ETF

ETFs
-7.33K
- 11.37%
$94.43 - $105.47 $692K - $773K
57.1K $5.8M
SBUX
Starbucks Corp

Consumer Cyclical
-3.33K
- 34.25%
$87.44 - $102.5 $291K - $341K
6.39K $582K
KR
Kroger CO

Consumer Defensive
-7.02K
- 38.43%
$55.21 - $63.3 $388K - $444K
11.3K $687K
VIG
Vanguard Dividend Appreciation

ETFs
-1.92K
- 46.47%
N/A
2.21K $401K
JNJ
Johnson & Johnson

Healthcare
-52
- 0.28%
$143.34 - $165.86 $7.45K - $8.62K
18.4K $2.66M
MET
Metlife Inc

Financial Services
-3.91K
- 27.13%
$78.15 - $88.25 $305K - $345K
10.5K $859K
NRG
Nrg Energy, Inc.

Utilities
-3.52K
- 54.97%
$85.3 - $101.61 $300K - $358K
2.88K $260K
BLDR
Builders First Source, Inc.

Industrials
-1.17K
- 39.46%
$142.93 - $198.25 $167K - $232K
1.79K $256K
MNDY
Monday.Com Ltd.

Technology
-303
- 5.34%
$224.69 - $324.31 $68.1K - $98.3K
5.38K $1.27M
DEO
Diageo PLC

Consumer Defensive
-1.98K
- 46.72%
$118.0 - $139.88 $234K - $278K
2.26K $287K
NSC
Norfolk Southern Corp

Industrials
-160
- 0.8%
$230.6 - $277.0 $36.9K - $44.3K
19.7K $4.63M
ADI
Analog Devices Inc

Technology
-429
- 3.7%
$206.35 - $236.48 $88.5K - $101K
11.2K $2.37M
STE
Steris PLC

Healthcare
-197
- 2.84%
$204.34 - $235.7 $40.3K - $46.4K
6.74K $1.39M
KLAC
Kla Corp

Technology
-13
- 0.69%
$614.46 - $829.55 $7.99K - $10.8K
1.88K $1.18M
SEE
Sealed Air Corp

Consumer Cyclical
-6.09K
- 21.29%
$33.59 - $37.3 $204K - $227K
22.5K $761K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-1.19K
- 41.41%
$242.7 - $295.49 $288K - $351K
1.68K $479K
WMB
Williams Companies, Inc.

Energy
-10.4K
- 30.44%
$46.37 - $59.74 $483K - $622K
23.8K $1.29M
XLB
Select Sector Spdr Fd Material

ETFs
-1.87K
- 21.4%
$83.8 - $97.58 $157K - $183K
6.87K $578K
IFF
International Flavors & Fragrances Inc

Basic Materials
-1.27K
- 17.36%
$83.96 - $106.19 $107K - $135K
6.06K $512K
EQNR
Equinor Asa

Energy
-9.43K
- 47.75%
$21.88 - $27.12 $206K - $256K
10.3K $244K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.37K
- 14.05%
$148.14 - $166.23 $351K - $394K
14.5K $2.31M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-4.08K
- 22.08%
$40.06 - $45.21 $163K - $184K
14.4K $585K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-2.61K
- 13.59%
$74.71 - $79.24 $195K - $207K
16.6K $1.28M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-17.4K
- 20.91%
$16.4 - $17.85 $285K - $310K
65.7K $1.15M
UL
Unilever PLC

Consumer Defensive
-117
- 0.45%
$56.7 - $64.64 $6.63K - $7.56K
26.1K $1.48M
XLU
Utilities Sector Spdr

ETFs
-2.24K
- 21.74%
$74.89 - $82.93 $168K - $186K
8.06K $609K
GD
General Dynamics Corp

Industrials
-392
- 13.84%
$260.28 - $314.03 $102K - $123K
2.44K $643K
CNQ
Canadian Natural Resources LTD

Energy
-3.25K
- 6.76%
$29.51 - $37.6 $95.8K - $122K
44.8K $1.38M
URI
United Rentals, Inc.

Industrials
-42
- 2.45%
$704.44 - $880.32 $29.6K - $37K
1.67K $1.18M
CVE
Cenovus Energy Inc.

Energy
-9.84K
- 31.12%
$14.35 - $18.36 $141K - $181K
21.8K $329K
MOH
Molina Healthcare, Inc.

Healthcare
-112
- 3.61%
$274.73 - $341.91 $30.8K - $38.3K
2.99K $871K
CB
Chubb LTD

Financial Services
-602
- 25.06%
$271.57 - $301.89 $163K - $182K
1.8K $497K
AMGN
Amgen Inc

Healthcare
-61
- 2.11%
$258.78 - $328.31 $15.8K - $20K
2.83K $736K
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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