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
PSX
Phillips 66

Energy
-59
- 2.55%
$92.87 - $125.73 $5.48K - $7.42K
2.26K $269K
VRT
Vertiv Holdings CO

Industrials
-146
- 1.23%
N/A
11.7K $1.02M
XLF
Financial Sector Spdr

ETFs
-6.19K
- 6.21%
$43.92 - $52.37 $272K - $324K
93.5K $4.9M
VIG
Vanguard Dividend Appreciation

ETFs
-52
- 2.43%
N/A
2.09K $380K
MET
Metlife Inc

Financial Services
-124
- 1.21%
$68.42 - $82.49 $8.48K - $10.2K
10.1K $812K
TIP
Ishares Tr Tips Bd ETF

ETFs
-42
- 0.99%
$107.93 - $110.97 $4.53K - $4.66K
4.2K $462K
RSG
Republic Services, Inc.

Industrials
-44
- 3.81%
$227.2 - $258.07 $10K - $11.4K
1.11K $273K
XLB
Select Sector Spdr Fd Material

ETFs
-275
- 4.23%
$74.27 - $88.92 $20.4K - $24.5K
6.22K $546K
BA
Boeing CO

Industrials
-1.05K
- 18.95%
$136.59 - $217.51 $144K - $229K
4.51K $943K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-405
- 10.65%
$53.69 - $67.27 $21.7K - $27.2K
3.4K $228K
Cooper Cos Inc
-1.76K
- 29.49%
N/A
4.21K $0
Morgan Stanley ETF Trust
-7.39K
- 2.78%
N/A
258K $0
Canadian Pacific Kansas City
-542
- 2.57%
N/A
20.6K $0
Lam Research Corp
-44.9K
- 96.31%
N/A
1.72K $0
Primo Brands Corporation
-1.95K
- 18.02%
N/A
8.89K $0
Linde PLC
-93
- 1.18%
N/A
7.81K $0
Nuveen Churchill Direct Lend
-21K
- 56.17%
N/A
16.4K $0
Smurfit Westrock PLC
-6.56K
- 88.37%
N/A
863 $0
Atlassian Corporation
-31
- 0.69%
N/A
4.44K $0
HEIA
Heico Crp Cl A
-157
- 3.52%
N/A
4.31K $0
Blackrock ETF Trust
-484K
- 98.74%
N/A
6.16K $0
Kenvue Inc
-15.6K
- 46.69%
N/A
17.9K $0
Crane Company
-973
- 23.78%
N/A
3.12K $0
WMT
Walmart Inc.

Consumer Defensive
-1.19K
- 10.14%
$81.79 - $99.98 $97.4K - $119K
10.6K $1.03M
SYY
Sysco Corp

Consumer Defensive
-92
- 0.73%
$68.0 - $75.91 $6.26K - $6.98K
12.6K $951K
VOE
Vanguard Mid Cap Value Index F

ETFs
-76
- 2.58%
$141.87 - $164.49 $10.8K - $12.5K
2.87K $472K
USFD
Us Foods Holding Corp.

Consumer Defensive
-3.37K
- 14.66%
$60.47 - $79.12 $204K - $267K
19.6K $1.51M
AN
Autonation, Inc.

Consumer Cyclical
-426
- 16.73%
$155.71 - $201.03 $66.3K - $85.6K
2.12K $421K
ESE
Esco Technologies Inc

Technology
-315
- 13.8%
$139.86 - $194.5 $44.1K - $61.3K
1.97K $377K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-7.47K
- 1.33%
$47.46 - $55.3 $354K - $413K
554K $30.5M
XLU
Utilities Sector Spdr

ETFs
-453
- 3.15%
$73.09 - $82.77 $33.1K - $37.5K
13.9K $1.14M
SIG
Signet Jewelers LTD

Consumer Cyclical
-879
- 21.43%
$50.77 - $82.74 $44.6K - $72.7K
3.22K $256K
ORCL
Oracle Corp

Technology
-6.03K
- 35.39%
$122.82 - $218.63 $741K - $1.32M
11K $2.41M
FCFS
First Cash Holdings, Inc.

Financial Services
-223
- 5.36%
$118.0 - $137.63 $26.3K - $30.7K
3.93K $531K
AWI
Armstrong World Industries Inc

Industrials
-9
- 0.57%
$126.1 - $163.12 $1.13K - $1.47K
1.56K $253K
LMT
Lockheed Martin Corp

Industrials
-14
- 0.58%
$430.82 - $486.45 $6.03K - $6.81K
2.42K $1.12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.33K
- 10.12%
$57.41 - $74.81 $134K - $174K
20.7K $1.54M
BX
Blackstone Inc.

Financial Services
-132
- 2.3%
$120.07 - $151.11 $15.8K - $19.9K
5.6K $837K
TTD
Trade Desk, Inc.

Technology
-1.89K
- 18.61%
$45.27 - $79.4 $85.5K - $150K
8.26K $594K
SEE
Sealed Air Corp

Consumer Cyclical
-445
- 1.77%
$23.93 - $32.95 $10.6K - $14.7K
24.7K $764K
VRSN
Verisign Inc

Technology
-132
- 5.56%
$234.49 - $288.8 $31K - $38.1K
2.24K $646K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-39
- 0.3%
$39.89 - $49.46 $1.56K - $1.93K
13.1K $646K
MU
Micron Technology Inc

Technology
-3.37K
- 25.92%
$64.72 - $127.91 $218K - $431K
9.63K $1.19M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-2.35K
- 23.35%
$27.82 - $46.45 $65.4K - $109K
7.72K $358K
BSX
Boston Scientific Corp

Healthcare
-108
- 0.97%
$89.7 - $107.41 $9.69K - $11.6K
11K $1.19M
HON
Honeywell International Inc

Industrials
-271
- 4.58%
$182.86 - $232.88 $49.6K - $63.1K
5.64K $1.31M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.39K
- 16.03%
$122.57 - $173.27 $293K - $414K
12.5K $2.17M
PPG
Ppg Industries Inc

Basic Materials
-287
- 1.12%
$91.66 - $115.04 $26.3K - $33K
25.4K $2.89M
XLI
Industrial Sector Spdr

ETFs
-1.66K
- 8.58%
$116.42 - $147.52 $194K - $245K
17.7K $2.62M
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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