Mount Yale Investment Advisors, LLC Reduced Holdings in Q3 2024

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NU
Nu Holdings Ltd.

Financial Services
-18K
- 11.95%
$10.71 - $15.14 $193K - $273K
133K $1.81M
QLYS
Qualys, Inc.

Technology
-391
- 7.06%
$120.88 - $149.14 $47.3K - $58.3K
5.15K $661K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.66K
- 22.66%
$81.31 - $83.29 $135K - $138K
5.67K $471K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-381
- 22.97%
$531.86 - $624.21 $203K - $238K
1.28K $790K
KLAC
Kla Corp

Technology
-38
- 1.97%
$696.17 - $892.35 $26.5K - $33.9K
1.89K $1.46M
EIX
Edison International

Utilities
-3.11K
- 30.52%
$71.19 - $87.72 $221K - $272K
7.07K $615K
EME
Emcor Group, Inc.

Industrials
-696
- 24.65%
$340.22 - $435.6 $237K - $303K
2.13K $916K
VIG
Vanguard Dividend Appreciation

ETFs
-600
- 12.71%
$182.15 - $182.15 $109K - $109K
4.12K $750K
CMCSA
Comcast Corp

Communication Services
-13K
- 7.76%
$37.33 - $41.78 $484K - $542K
154K $6.44M
EQNR
Equinor Asa

Energy
-1.42K
- 6.7%
$24.19 - $29.0 $34.3K - $41.2K
19.7K $500K
CL
Colgate Palmolive CO

Consumer Defensive
-1.21K
- 27.96%
$95.54 - $108.77 $116K - $132K
3.13K $324K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-5.53K
- 23.05%
$38.04 - $45.36 $210K - $251K
18.5K $824K
WMT
Walmart Inc.

Consumer Defensive
-3.95K
- 23.14%
$66.91 - $81.4 $264K - $321K
13.1K $1.06M
MSI
Motorola Solutions, Inc.

Technology
-606
- 21.81%
$385.65 - $450.49 $234K - $273K
2.17K $976K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-53
- 10.37%
$3305.62 - $4268.05 $175K - $226K
458 $1.93M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.16K
- 17.71%
$97.81 - $108.79 $113K - $126K
5.38K $584K
COP
Conocophillips

Energy
-324
- 4.92%
$102.3 - $116.61 $33.1K - $37.8K
6.26K $658K
ADI
Analog Devices Inc

Technology
-497
- 4.11%
$200.56 - $243.33 $99.7K - $121K
11.6K $2.67M
WST
West Pharmaceutical Services Inc

Healthcare
-98
- 4.83%
$277.16 - $333.3 $27.2K - $32.7K
1.93K $579K
QTWO
Q2 Holdings, Inc.

Technology
-2.57K
- 42.42%
$60.19 - $81.55 $155K - $210K
3.49K $278K
XLB
Select Sector Spdr Fd Material

ETFs
-1.78K
- 16.88%
$86.95 - $97.09 $154K - $172K
8.74K $842K
EPAM
Epam Systems, Inc.

Technology
-391
- 10.67%
$185.58 - $185.58 $72.6K - $72.6K
3.27K $607K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.33K
- 5.86%
$162.64 - $179.3 $379K - $417K
37.4K $6.7M
IBN
Icici Bank LTD

Financial Services
-5.66K
- 6.36%
$27.58 - $31.38 $156K - $177K
83.2K $2.48M
RSG
Republic Services, Inc.

Industrials
-425
- 27.12%
$189.34 - $208.21 $80.5K - $88.5K
1.14K $229K
OPCH
Option Care Health, Inc.

Healthcare
-3.58K
- 35.09%
$26.73 - $32.74 $95.7K - $117K
6.63K $207K
XLU
Utilities Sector Spdr

ETFs
-3.01K
- 22.62%
$67.67 - $80.78 $204K - $243K
10.3K $831K
MTDR
Matador Resources CO

Energy
-107
- 1.64%
$47.4 - $65.22 $5.07K - $6.98K
6.44K $318K
COIN
Coinbase Global, Inc.

Technology
-52
- 3.86%
$147.09 - $265.15 $7.65K - $13.8K
1.3K $230K
APH
Amphenol Corp

Technology
-98
- 0.36%
$58.39 - $70.41 $5.72K - $6.9K
27.4K $1.79M
GMED
Globus Medical Inc

Healthcare
-1.5K
- 10.69%
$67.08 - $73.92 $101K - $111K
12.5K $896K
BAC
Bank Of America Corp

Financial Services
-1.6K
- 21.15%
$36.65 - $44.13 $58.6K - $70.5K
5.96K $236K
WIX
Wix.Com Ltd.

Technology
-602
- 13.37%
$147.93 - $171.74 $89.1K - $103K
3.9K $651K
CRL
Charles River Laboratories International, Inc.

Healthcare
-151
- 4.44%
$187.96 - $245.29 $28.4K - $37K
3.25K $640K
UBS
Ubs Group Ag

Financial Services
-4.75K
- 7.58%
$27.97 - $31.42 $133K - $149K
58K $1.79M
CASY
Caseys General Stores Inc

Consumer Cyclical
-123
- 4.95%
$354.52 - $391.16 $43.6K - $48.1K
2.36K $887K
MPC
Marathon Petroleum Corp

Energy
-24
- 0.48%
$158.61 - $180.75 $3.81K - $4.34K
4.98K $810K
MGM
Mgm Resorts International

Consumer Cyclical
-287
- 3.39%
$34.07 - $46.78 $9.78K - $13.4K
8.17K $319K
DE
Deere & CO

Industrials
-337
- 17.49%
$344.84 - $418.0 $116K - $141K
1.59K $663K
ABC
Amerisourcebergen Corp

Healthcare
-293
- 6.06%
N/A
4.54K $841K
ICHR
Ichor Holdings, Ltd.

Technology
-34
- 0.46%
$27.15 - $42.7 $923 - $1.45K
7.42K $236K
WM
Waste Management Inc

Industrials
-195
- 11.07%
$196.96 - $223.45 $38.4K - $43.6K
1.57K $325K
HMC
Honda Motor CO LTD

Consumer Cyclical
-1.32K
- 7.72%
$29.02 - $33.61 $38.2K - $44.2K
15.7K $499K
EA
Electronic Arts Inc.

Communication Services
-498
- 9.33%
$137.32 - $151.82 $68.4K - $75.6K
4.84K $694K
VRSN
Verisign Inc

Technology
-445
- 14.74%
$174.18 - $190.64 $77.5K - $84.8K
2.58K $489K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-90
- 14.45%
$1015.62 - $1159.62 $91.4K - $104K
533 $613K
WMB
Williams Companies, Inc.

Energy
-3.56K
- 9.42%
$41.24 - $46.22 $147K - $164K
34.2K $1.56M
AXP
American Express CO

Financial Services
-802
- 17.92%
$225.92 - $271.17 $181K - $217K
3.67K $996K
EOG
Eog Resources Inc

Energy
-182
- 3.1%
$117.9 - $132.65 $21.5K - $24.1K
5.69K $699K
Activity Summary
Buys All Purchases 201 New Holdings 69 Increased Positions 132 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 5 Puts 1
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