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
RY
Royal Bank Of Canada

Financial Services
-8
- 0.16%
$108.36 - $131.55 $867 - $1.05K
5.09K $668K
CAT
Caterpillar Inc

Industrials
-16
- 0.92%
$273.94 - $388.21 $4.38K - $6.21K
1.72K $668K
UBS
Ubs Group Ag

Financial Services
-579
- 1.54%
$26.12 - $33.82 $15.1K - $19.6K
37K $1.25M
ROK
Rockwell Automation, Inc

Industrials
-784
- 15.97%
$218.97 - $332.17 $172K - $260K
4.13K $1.37M
INTU
Intuit Inc

Technology
-25
- 3.57%
$544.07 - $787.63 $13.6K - $19.7K
676 $532K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-80
- 0.26%
$36.45 - $42.47 $2.92K - $3.4K
30.6K $1.29M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-196
- 6.2%
$89.13 - $167.48 $17.5K - $32.8K
2.97K $450K
VGT
Vanguard Information Technolog

ETFs
-23
- 2.12%
$470.37 - $663.28 $10.8K - $15.3K
1.06K $703K
NTRA
Natera, Inc.

Healthcare
-91
- 1.81%
$132.23 - $171.87 $12K - $15.6K
4.93K $832K
XLY
Select Sector Spdr Consumer Di

ETFs
-750
- 5.21%
$176.34 - $218.59 $132K - $164K
13.6K $2.96M
PARA
Paramount Global

Communication Services
-11.4K
- 3.87%
$10.65 - $12.9 $121K - $147K
283K $3.65M
EME
Emcor Group, Inc.

Industrials
-286
- 16.58%
$342.02 - $534.89 $97.8K - $153K
1.44K $769K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-160
- 2.84%
$180.84 - $240.32 $28.9K - $38.5K
5.47K $1.32M
MGNI
Magnite, Inc.

Communication Services
-4.45K
- 19.83%
$9.0 - $24.12 $40.1K - $107K
18K $434K
SPY
Spdr S&P 500 ETF Trust

ETFs
-98
- 2.17%
$496.48 - $617.85 $48.7K - $60.5K
4.42K $2.73M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-228
- 1.19%
$108.12 - $135.04 $24.7K - $30.8K
19K $2.57M
CW
Curtiss Wright Corp

Industrials
-392
- 16.33%
$283.18 - $488.55 $111K - $192K
2.01K $981K
NSC
Norfolk Southern Corp

Industrials
-436
- 2.24%
$206.34 - $257.46 $90K - $112K
19.1K $4.88M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.59K
- 4.66%
$86.13 - $108.53 $137K - $173K
32.5K $3.53M
NFLX
Netflix Inc

Communication Services
-1.12K
- 25.75%
$855.86 - $1339.13 $954K - $1.49M
3.22K $4.31M
SCHW
Schwab Charles Corp

Financial Services
-1.72K
- 4.87%
$69.06 - $91.24 $119K - $157K
33.5K $3.06M
EFG
Msci Eafe Growth ETF

ETFs
-1.35K
- 3.45%
$89.8 - $112.0 $121K - $151K
37.8K $4.24M
ADI
Analog Devices Inc

Technology
-214
- 1.92%
$164.6 - $238.02 $35.2K - $50.9K
11K $2.61M
IBM
International Business Machines Corp

Technology
-1.81K
- 9.1%
$221.03 - $294.78 $401K - $534K
18.1K $5.34M
BWA
Borgwarner Inc

Consumer Cyclical
-2.4K
- 2.48%
$24.84 - $33.92 $59.5K - $81.2K
94.1K $3.15M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.5K
- 8.67%
$82.96 - $110.1 $373K - $495K
47.4K $5.22M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-35
- 0.1%
$152.42 - $182.82 $5.33K - $6.4K
35.3K $6.46M
C
Citigroup Inc

Financial Services
-2.79K
- 6.01%
$58.13 - $85.12 $162K - $237K
43.6K $3.71M
ASML
Asml Holding Nv

Technology
-56
- 1.43%
$595.37 - $815.24 $33.3K - $45.7K
3.85K $3.09M
MELI
Mercadolibre Inc

Consumer Cyclical
-22
- 2.2%
$1794.73 - $2613.63 $39.5K - $57.5K
977 $2.55M
APP
App Lovin Corp

Technology
-1.24K
- 9.73%
$219.37 - $417.89 $272K - $519K
11.5K $4.03M
SE
Sea LTD

Consumer Cyclical
-2.38K
- 6.4%
$105.57 - $170.4 $251K - $405K
34.8K $5.56M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-12.3K
- 6.41%
$50.08 - $63.14 $618K - $780K
180K $11.4M
APH
Amphenol Corp

Technology
-960
- 3.61%
$59.09 - $98.75 $56.7K - $94.8K
25.6K $2.53M
HOOD
Robinhood Markets, Inc.

Technology
-1.44K
- 7.96%
$34.17 - $93.63 $49.3K - $135K
16.7K $1.56M
CRWD
Crowd Strike Holdings, Inc.

Technology
-7
- 0.13%
$321.63 - $509.31 $2.25K - $3.57K
5.29K $2.69M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-2.43K
- 1.01%
$140.84 - $163.09 $342K - $396K
238K $38.9M
GOOGL
Alphabet Inc.

Communication Services
-3.56K
- 3.23%
$144.7 - $178.6 $514K - $635K
106K $18.8M
META
Meta Platforms, Inc.

Communication Services
-373
- 2.95%
$484.66 - $738.09 $181K - $275K
12.3K $9.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-940
- 2.54%
$141.37 - $228.57 $133K - $215K
36.1K $8.17M
SPOT
Spotify Technology S.A.

Communication Services
-958
- 5.82%
$503.3 - $775.9 $482K - $743K
15.5K $11.9M
NVDA
Nvidia Corp

Technology
-38
- 0.04%
$94.31 - $157.99 $3.58K - $6K
88.4K $14M
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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