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
MS
Morgan Stanley

Financial Services
-767
- 11.01%
$111.68 - $141.08 $85.7K - $108K
6.2K $723K
EIX
Edison International

Utilities
-38
- 0.54%
$50.06 - $80.01 $1.9K - $3.04K
7.03K $414K
MGNI
Magnite, Inc.

Communication Services
-2.92K
- 11.52%
$11.41 - $21.17 $33.4K - $61.9K
22.5K $256K
NU
Nu Holdings Ltd.

Financial Services
-13K
- 12.38%
$10.12 - $13.95 $132K - $182K
92.3K $945K
APH
Amphenol Corp

Technology
-603
- 2.22%
$61.62 - $78.55 $37.2K - $47.4K
26.6K $1.74M
BSX
Boston Scientific Corp

Healthcare
-3.03K
- 21.36%
$89.38 - $106.18 $271K - $322K
11.2K $1.13M
ATR
Aptargroup, Inc.

Healthcare
-641
- 12.99%
$141.7 - $159.83 $90.8K - $102K
4.29K $636K
XLV
Select Sector Spdr Fund Health

ETFs
-2.26K
- 8.22%
$137.61 - $149.68 $311K - $338K
25.2K $3.64M
RMD
Resmed Inc

Healthcare
-524
- 15.43%
$219.7 - $257.65 $115K - $135K
2.87K $642K
CAT
Caterpillar Inc

Industrials
-194
- 10.04%
$326.75 - $407.63 $63.4K - $79.1K
1.74K $573K
WTFC
Wintrust Financial Corp

Financial Services
-460
- 8.84%
$107.76 - $136.92 $49.6K - $63K
4.75K $533K
PAYC
Paycom Software, Inc.

Technology
-642
- 33.74%
$199.42 - $225.82 $128K - $145K
1.26K $275K
EMR
Emerson Electric CO

Industrials
-310
- 5.47%
$108.64 - $131.17 $33.7K - $40.7K
5.36K $587K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.74K
- 3.98%
$44.72 - $46.25 $212K - $219K
115K $5.28M
MSI
Motorola Solutions, Inc.

Technology
-141
- 6.64%
$411.73 - $482.1 $58.1K - $68K
1.98K $867K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-830
- 1.2%
$126.11 - $135.06 $105K - $112K
68.1K $8.69M
RACE
Ferrari N.V.

Consumer Cyclical
-289
- 5.23%
$413.73 - $508.15 $120K - $147K
5.24K $2.24M
DT
Dynatrace, Inc.

Technology
-333
- 2.69%
$47.15 - $62.42 $15.7K - $20.8K
12K $567K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.2K
- 14.6%
$95.85 - $99.25 $115K - $119K
7.04K $695K
XLC
Select Sector Spdr Tr Communic

ETFs
-672
- 1.93%
$94.84 - $105.31 $63.7K - $70.8K
34.1K $3.27M
BR
Broadridge Financial Solutions, Inc.

Technology
-498
- 36.51%
$221.46 - $244.83 $110K - $122K
866 $209K
FTV
Fortive Corp

Technology
-1.17K
- 17.66%
$71.82 - $82.98 $84K - $97K
5.45K $398K
ONB
Old National Bancorp

Financial Services
-4K
- 18.26%
$20.11 - $24.45 $80.4K - $97.8K
17.9K $379K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-1.22K
- 29.38%
$65.4 - $79.39 $79.8K - $96.9K
2.93K $218K
USB
Us Bancorp \De\

Financial Services
-624
- 5.6%
$40.92 - $50.9 $25.5K - $31.8K
10.5K $444K
VGT
Vanguard Information Technolog

ETFs
-3
- 0.28%
$542.38 - $646.34 $1.63K - $1.94K
1.08K $588K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-1.58K
- 2.41%
$16.48 - $19.07 $26K - $30.1K
64.1K $1.06M
USFD
Us Foods Holding Corp.

Consumer Defensive
-564
- 2.4%
$63.38 - $72.02 $35.7K - $40.6K
23K $1.5M
RE
Everest Re Group LTD

Financial Services
-226
- 1.82%
N/A
12.2K $4.51M
PM
Philip Morris International Inc.

Consumer Defensive
-5K
- 26.99%
$117.15 - $158.79 $586K - $794K
13.5K $2.15M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.4K
- 13.53%
$87.68 - $94.52 $123K - $132K
8.95K $837K
SYY
Sysco Corp

Consumer Defensive
-799
- 5.94%
$70.0 - $77.13 $55.9K - $61.6K
12.7K $949K
HUBB
Hubbell Inc

Industrials
-55
- 8.1%
$330.91 - $456.86 $18.2K - $25.1K
624 $206K
IXC
Ishares Tr Global Energy ETF

ETFs
-2.7K
- 27.18%
$38.48 - $42.16 $104K - $114K
7.23K $301K
MPWR
Monolithic Power Systems Inc

Technology
-119
- 15.08%
$565.7 - $720.25 $67.3K - $85.7K
670 $388K
CASY
Caseys General Stores Inc

Consumer Cyclical
-359
- 17.39%
$378.71 - $442.54 $136K - $159K
1.71K $740K
AVY
Avery Dennison Corp

Industrials
-59
- 0.83%
$174.58 - $195.91 $10.3K - $11.6K
7.01K $1.25M
GBIL
Goldman Sachs Access Treasury

ETFs
-741
- 12.67%
$99.85 - $100.19 $74K - $74.2K
5.11K $511K
NOG
Northern Oil & Gas, Inc.

Energy
-96
- 0.95%
$26.89 - $42.07 $2.58K - $4.04K
10K $303K
MAR
Marriott International Inc

Consumer Cyclical
-67
- 4.94%
$237.01 - $304.45 $15.9K - $20.4K
1.29K $307K
SSB
South State Corp

Financial Services
-486
- 12.15%
$89.4 - $108.33 $43.4K - $52.6K
3.51K $326K
HBAN
Huntington Bancshares Inc

Financial Services
-782
- 1.66%
$14.28 - $17.39 $11.2K - $13.6K
46.3K $695K
RDVY
First Trust Rising Dividend Ac

ETFs
-563
- 0.92%
$57.22 - $63.39 $32.2K - $35.7K
60.6K $3.55M
ACA
Arcosa, Inc.

Industrials
-25
- 0.8%
$77.12 - $103.53 $1.93K - $2.59K
3.11K $239K
KR
Kroger CO

Consumer Defensive
-2.03K
- 18.04%
$58.36 - $67.72 $118K - $137K
9.22K $624K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-158
- 2.73%
$196.12 - $229.48 $31K - $36.3K
5.63K $1.14M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-997
- 11.58%
$96.27 - $116.36 $96K - $116K
7.61K $885K
GIS
General Mills Inc

Consumer Defensive
-587
- 9.8%
$57.56 - $65.3 $33.8K - $38.3K
5.4K $322K
PEN
Penumbra Inc

Healthcare
-626
- 16.64%
$237.28 - $303.76 $149K - $190K
3.14K $838K
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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