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
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-229
- 1.76%
$22.38 - $23.66 $5.13K - $5.42K
12.8K $300K
AMGN
Amgen Inc

Healthcare
-67
- 2.27%
$309.38 - $337.38 $20.7K - $22.6K
2.89K $930K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-2.5K
- 13.64%
$11.56 - $15.77 $28.8K - $39.3K
15.8K $248K
FUL
Fuller H B CO

Basic Materials
-1
- 0.02%
$75.6 - $86.2 $75.6 - $86.2
4.47K $354K
IX
Orix Corp

Financial Services
-82
- 1.89%
$102.71 - $125.1 $8.42K - $10.3K
4.25K $492K
PFE
Pfizer Inc

Healthcare
-301
- 1.51%
$27.7 - $31.39 $8.34K - $9.45K
19.6K $567K
LAD
Lithia Motors Inc

Consumer Cyclical
-332
- 18.42%
$243.05 - $320.83 $80.7K - $107K
1.47K $466K
ASGN
Asgn Inc

Technology
-13
- 0.45%
$85.15 - $104.07 $1.11K - $1.35K
2.88K $268K
PFBC
Preferred Bank

Financial Services
-28
- 0.83%
$73.0 - $91.26 $2.04K - $2.56K
3.35K $268K
DSGX
Descartes Systems Group Inc

Technology
-356
- 4.32%
$93.79 - $104.9 $33.4K - $37.3K
7.88K $811K
ORAN
Orange

Communication Services
-3.1K
- 8.46%
$10.15 - $12.19 $31.5K - $37.8K
33.6K $385K
VZ
Verizon Communications Inc

Communication Services
-111
- 1.73%
$38.89 - $45.0 $4.32K - $5K
6.29K $282K
EEM
Ishares Msci Emerging Markets

ETFs
-1.43K
- 5.39%
$40.42 - $46.7 $57.8K - $66.7K
25.1K $1.15M
STAG
Stag Industrial, Inc.

Real Estate
-44
- 0.55%
$35.42 - $40.98 $1.56K - $1.8K
7.89K $308K
PAYC
Paycom Software, Inc.

Technology
-987
- 12.36%
$140.16 - $173.86 $138K - $172K
7K $1.17M
EGP
Eastgroup Properties Inc

Real Estate
-13
- 0.81%
$169.51 - $191.71 $2.2K - $2.49K
1.6K $298K
TSCO
Tractor Supply CO

Consumer Cyclical
-79
- 3.45%
$251.95 - $290.93 $19.9K - $23K
2.21K $643K
GD
General Dynamics Corp

Industrials
-23
- 0.81%
$279.51 - $308.09 $6.43K - $7.09K
2.83K $855K
ACGL
Arch Capital Group Ltd.

Financial Services
-1.88K
- 8.71%
$94.47 - $114.25 $178K - $215K
19.7K $2.21M
NPO
Enpro Industries, Inc

Industrials
-27
- 1.46%
$141.73 - $171.51 $3.83K - $4.63K
1.83K $296K
MMS
Maximus, Inc.

Industrials
-10
- 0.27%
$84.08 - $93.17 $841 - $932
3.72K $346K
MA
Mastercard Inc

Financial Services
-383
- 9.28%
$429.6 - $500.99 $165K - $192K
3.75K $1.85M
LYG
Lloyds Banking Group PLC

Financial Services
-14.2K
- 7.43%
$2.73 - $3.17 $38.7K - $44.9K
176K $548K
BKH
Black Hills Corp

Utilities
-4
- 0.09%
$53.42 - $61.53 $214 - $246
4.28K $261K
NDSN
Nordson Corp

Industrials
-39
- 3.13%
$225.0 - $262.63 $8.78K - $10.2K
1.21K $316K
TPL
Texas Pacific Land Corp

Energy
-16
- 5.42%
$724.86 - $952.13 $11.6K - $15.2K
279 $246K
NOC
Northrop Grumman Corp

Industrials
-40
- 7.01%
$423.73 - $533.14 $16.9K - $21.3K
531 $280K
AJG
Arthur J. Gallagher & Co.

Financial Services
-24
- 1.35%
$259.22 - $299.75 $6.22K - $7.19K
1.75K $492K
SPXC
Spx Corp

Industrials
-55
- 2.31%
$139.19 - $164.35 $7.66K - $9.04K
2.33K $371K
MTD
Mettler Toledo International Inc

Healthcare
-6
- 1.47%
$1308.0 - $1521.03 $7.85K - $9.13K
402 $602K
HOMB
Home Bancshares Inc

Financial Services
-76
- 0.67%
$23.43 - $28.83 $1.78K - $2.19K
11.2K $303K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-217
- 7.05%
$150.01 - $182.29 $32.6K - $39.6K
2.86K $520K
A
Agilent Technologies, Inc.

Healthcare
-19
- 0.98%
$125.42 - $148.48 $2.38K - $2.82K
1.93K $286K
IQV
Iqvia Holdings Inc.

Healthcare
-7
- 0.49%
$206.81 - $251.55 $1.45K - $1.76K
1.41K $333K
GLOB
Globant S.A.

Technology
-109
- 3.91%
$176.29 - $207.07 $19.2K - $22.6K
2.68K $531K
ACA
Arcosa, Inc.

Industrials
-12
- 0.38%
$76.27 - $95.27 $915 - $1.14K
3.13K $297K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-144
- 1.24%
$25.27 - $30.5 $3.64K - $4.39K
11.4K $338K
FDS
Factset Research Systems Inc

Financial Services
-107
- 6.46%
$397.04 - $469.48 $42.5K - $50.2K
1.55K $712K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-216
- 1.72%
$19.62 - $23.55 $4.24K - $5.09K
12.4K $287K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
-50
- 0.79%
$41.58 - $49.01 $2.08K - $2.45K
6.27K $306K
HUBB
Hubbell Inc

Industrials
-6
- 0.85%
$355.55 - $428.48 $2.13K - $2.57K
700 $299K
ANET
Arista Networks, Inc.

Technology
-59
- 3.05%
$311.42 - $388.21 $18.4K - $22.9K
1.87K $719K
PM
Philip Morris International Inc.

Consumer Defensive
-3.13K
- 14.89%
$101.25 - $127.45 $317K - $399K
17.9K $2.17M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-104
- 3.5%
$233.02 - $278.99 $24.2K - $29K
2.87K $755K
ALLE
Allegion PLC

Industrials
-58
- 3.16%
$114.67 - $145.7 $6.65K - $8.45K
1.78K $259K
FE
Firstenergy Corp

Utilities
-225
- 2.56%
$38.25 - $44.54 $8.61K - $10K
8.56K $379K
AVNT
Avient Corp

Basic Materials
-133
- 1.74%
$40.85 - $50.82 $5.43K - $6.76K
7.53K $378K
WTS
Watts Water Technologies Inc

Industrials
-209
- 5.63%
$175.53 - $207.88 $36.7K - $43.4K
3.5K $725K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10
- 0.22%
$332.02 - $382.76 $3.32K - $3.83K
4.57K $1.72M
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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