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
CYBR
Cyber Ark Software Ltd.

Technology
-549
- 35.44%
$305.98 - $406.88 $168K - $223K
1K $406K
FTV
Fortive Corp

Technology
-20
- 0.37%
$52.13 - $74.29 $1.04K - $1.49K
5.43K $283K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-432
- 0.67%
$13.77 - $16.67 $5.95K - $7.2K
63.7K $957K
IXC
Ishares Tr Global Energy ETF

ETFs
-2.2K
- 30.39%
$34.69 - $42.32 $76.2K - $93K
5.03K $197K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-416
- 6.14%
$100.44 - $129.37 $41.8K - $53.8K
6.36K $655K
BP
Bp PLC

Energy
-633
- 3.08%
$26.11 - $33.81 $16.5K - $21.4K
19.9K $596K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-1.14K
- 20.41%
$153.22 - $199.8 $174K - $227K
4.44K $831K
ACGL
Arch Capital Group Ltd.

Financial Services
-20
- 0.11%
$84.99 - $96.82 $1.7K - $1.94K
18.2K $1.66M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.64K
- 5.35%
$114.78 - $133.31 $418K - $486K
64.5K $8.59M
NVT
N Vent Electric PLC

Industrials
-3.54K
- 43.54%
$45.2 - $73.35 $160K - $260K
4.59K $336K
DT
Dynatrace, Inc.

Technology
-3.37K
- 28.02%
$41.21 - $55.9 $139K - $189K
8.67K $478K
CME
Cme Group Inc.

Financial Services
-700
- 6.72%
$252.37 - $290.71 $177K - $203K
9.71K $2.68M
MMSI
Merit Medical Systems Inc

Healthcare
-372
- 9.29%
$88.48 - $107.04 $32.9K - $39.8K
3.63K $339K
QCOM
Qualcomm Inc

Technology
-1.47K
- 5.34%
$124.66 - $159.48 $183K - $234K
26K $4.14M
GRMN
Garmin LTD

Technology
-262
- 9.84%
$173.63 - $218.07 $45.5K - $57.1K
2.4K $501K
THG
Hanover Insurance Group, Inc.

Financial Services
-357
- 28.79%
$150.66 - $178.04 $53.8K - $63.6K
883 $149K
WCN
Waste Connections, Inc.

Industrials
-99
- 1.84%
$183.26 - $199.95 $18.1K - $19.8K
5.28K $985K
XLP
Consumer Staples Sector Spdr

ETFs
-845
- 4.18%
N/A
19.4K $1.47M
TSCO
Tractor Supply CO

Consumer Cyclical
-667
- 5.52%
$47.86 - $55.77 $31.9K - $37.2K
11.4K $601K
IEFA
Ishares Tr

ETFs
-3.87K
- 11.69%
$67.83 - $84.09 $262K - $325K
29.2K $2.44M
VTV
Vanguard Value ETF

ETFs
-430
- 20.15%
$153.67 - $176.74 $66.1K - $76K
1.7K $301K
HDB
Hdfc Bank LTD

Financial Services
-1.56K
- 28.01%
$63.78 - $77.48 $99.7K - $121K
4.02K $308K
EMR
Emerson Electric CO

Industrials
-1.39K
- 25.87%
$94.15 - $133.33 $130K - $185K
3.97K $529K
POOL
Pool Corp

Industrials
-66
- 4.79%
$285.0 - $325.66 $18.8K - $21.5K
1.31K $382K
ADSK
Autodesk, Inc.

Technology
-215
- 12.03%
N/A
1.57K $386K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-595
- 18.52%
$82.21 - $83.12 $48.9K - $49.5K
2.62K $216K
AZO
Autozone Inc

Consumer Cyclical
-4
- 1.27%
$3478.38 - $3880.15 $13.9K - $15.5K
312 $1.16M
CSCO
Cisco Systems, Inc.

Technology
-3.61K
- 13.44%
$53.19 - $69.38 $192K - $251K
23.3K $1.61M
GIS
General Mills Inc

Consumer Defensive
-13
- 0.24%
$50.37 - $60.97 $655 - $793
5.39K $279K
RPM
Rpm International Inc

Basic Materials
-32
- 0.49%
$96.97 - $117.58 $3.1K - $3.76K
6.45K $707K
RE
Everest Re Group LTD

Financial Services
-108
- 0.89%
N/A
12.1K $4.47M
SBUX
Starbucks Corp

Consumer Cyclical
-32
- 0.58%
$79.69 - $99.41 $2.55K - $3.18K
5.51K $504K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.31K
- 14.23%
$35.35 - $42.68 $46.1K - $55.7K
7.86K $334K
CL
Colgate Palmolive CO

Consumer Defensive
-310
- 8.68%
$87.57 - $96.0 $27.1K - $29.8K
3.26K $296K
MMM
3 M CO

Industrials
-551
- 6.11%
$126.09 - $154.15 $69.5K - $84.9K
8.47K $1.29M
CB
Chubb LTD

Financial Services
-61
- 4.06%
$274.32 - $302.46 $16.7K - $18.5K
1.44K $418K
WIX
Wix.Com Ltd.

Technology
-128
- 4.09%
$146.5 - $189.61 $18.8K - $24.3K
3.01K $476K
CVE
Cenovus Energy Inc.

Energy
-2.03K
- 8.11%
$10.58 - $14.83 $21.4K - $30.1K
23K $312K
ABC
Amerisourcebergen Corp

Healthcare
-180
- 4.0%
N/A
4.32K $799K
DHIL
Diamond Hill Investment Group Inc

Financial Services
-389
- 3.71%
$125.49 - $145.8 $48.8K - $56.7K
10.1K $1.47M
CNQ
Canadian Natural Resources LTD

Energy
-1.73K
- 4.35%
$25.14 - $34.01 $43.5K - $58.8K
38K $1.19M
SPGI
S&P Global Inc.

Financial Services
-167
- 5.32%
$438.31 - $527.29 $73.2K - $88.1K
2.97K $1.57M
MCK
Mckesson Corp

Healthcare
-179
- 10.25%
$652.83 - $732.78 $117K - $131K
1.57K $1.15M
VZ
Verizon Communications Inc

Communication Services
-252
- 3.63%
$41.67 - $45.62 $10.5K - $11.5K
6.68K $289K
CNP
Centerpoint Energy Inc

Utilities
-972
- 4.64%
$35.5 - $39.05 $34.5K - $38K
20K $734K
KBR
Kbr, Inc.

Industrials
-327
- 6.49%
$46.2 - $56.12 $15.1K - $18.4K
4.71K $225K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-547
- 3.87%
$37.08 - $42.26 $20.3K - $23.1K
13.6K $562K
PGR
Progressive Corp

Financial Services
-14
- 1.24%
$255.27 - $288.74 $3.57K - $4.04K
1.12K $297K
AIT
Applied Industrial Technologies Inc

Industrials
-154
- 7.49%
$206.03 - $243.28 $31.7K - $37.5K
1.9K $442K
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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