Mount Yale Investment Advisors, LLC Reduced Holdings in Q1 2025

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ALLE
Allegion PLC

Industrials
-22
- 1.23%
$123.79 - $135.5 $2.72K - $2.98K
1.77K $231K
EMB
Ishares Tr

ETFs
-101
- 1.58%
$88.64 - $92.03 $8.95K - $9.3K
6.27K $566K
Wns Hldgs LTD
-30
- 0.57%
N/A
5.23K $0
Atmus Filtration Technologie
-131
- 1.58%
N/A
8.14K $0
Nebius Group N.V.
-22.4K
- 59.33%
N/A
15.4K $0
Smurfit Westrock PLC
-837
- 10.13%
N/A
7.42K $0
Liberty Media Corp Del
-212
- 3.26%
N/A
6.29K $0
Gsk PLC
-56
- 0.51%
N/A
10.9K $0
Atlassian Corporation
-2.12K
- 32.16%
N/A
4.47K $0
Corpay Inc
-42
- 2.16%
N/A
1.9K $0
Nuveen Churchill Direct Lend
-1.36K
- 3.52%
N/A
37.4K $0
Crane Company
-841
- 17.05%
N/A
4.09K $0
CRH.L
Crh PLC

Basic Materials
-284
- 3.14%
N/A
8.78K $0
Kenvue Inc
-1.09K
- 3.14%
N/A
33.5K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
-249
- 1.73%
$39.18 - $43.52 $9.76K - $10.8K
14.1K $585K
Cooper Cos Inc
-1.11K
- 15.74%
N/A
5.97K $0
Natwest Group PLC
-11.9K
- 18.75%
N/A
51.5K $0
Ferguson Enterprises Inc
-6.23K
- 51.98%
N/A
5.76K $0
Jacobs Solutions Inc
-41
- 1.08%
N/A
3.77K $0
HEIA
Heico Crp Cl A
-135
- 2.93%
N/A
4.47K $0
TSCO
Tractor Supply CO

Consumer Cyclical
-404
- 3.24%
$51.66 - $57.94 $20.9K - $23.4K
12.1K $665K
ZTS
Zoetis Inc.

Healthcare
-4
- 0.09%
$156.48 - $175.67 $626 - $703
4.44K $730K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-209
- 1.57%
$42.5 - $46.71 $8.88K - $9.76K
13.1K $594K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-14
- 1.89%
$416.48 - $494.72 $5.83K - $6.93K
725 $352K
MNDY
Monday.Com Ltd.

Technology
-136
- 2.53%
$213.0 - $327.92 $29K - $44.6K
5.24K $1.27M
ATEC
Alphatec Holdings, Inc.

Healthcare
-583
- 3.53%
$9.06 - $12.53 $5.28K - $7.3K
15.9K $161K
ESE
Esco Technologies Inc

Technology
-373
- 14.04%
$128.92 - $169.65 $48.1K - $63.3K
2.28K $363K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-525
- 4.95%
$24.39 - $35.22 $12.8K - $18.5K
10.1K $299K
STAG
Stag Industrial, Inc.

Real Estate
-41
- 0.44%
$32.39 - $37.07 $1.33K - $1.52K
9.22K $333K
INTC
Intel Corp

Technology
-362
- 3.23%
$19.1 - $27.39 $6.91K - $9.92K
10.9K $246K
INSM
Insmed Inc

Healthcare
-37
- 1.08%
$65.25 - $83.83 $2.41K - $3.1K
3.4K $259K
MOH
Molina Healthcare, Inc.

Healthcare
-279
- 9.32%
$266.57 - $333.27 $74.4K - $93K
2.72K $894K
EGP
Eastgroup Properties Inc

Real Estate
-2
- 0.12%
$155.63 - $187.46 $311 - $375
1.6K $282K
O
Realty Income Corp

Real Estate
-24
- 0.39%
$51.67 - $58.49 $1.24K - $1.4K
6.11K $354K
AFL
Aflac Inc

Financial Services
-81
- 1.65%
$100.99 - $111.19 $8.18K - $9.01K
4.83K $536K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.75K
- 6.6%
$74.85 - $84.89 $206K - $233K
38.9K $3.18M
STE
Steris PLC

Healthcare
-441
- 6.54%
$202.46 - $232.74 $89.3K - $103K
6.3K $1.43M
IBN
Icici Bank LTD

Financial Services
-2.2K
- 3.25%
$27.55 - $31.67 $60.5K - $69.5K
65.3K $2.06M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-719
- 5.74%
$56.12 - $68.15 $40.4K - $49K
11.8K $801K
SLB
Schlumberger Limited

Energy
-7.4K
- 7.0%
$38.4 - $43.74 $284K - $324K
98.3K $4.11M
BP
Bp PLC

Energy
-813
- 3.81%
$29.93 - $35.31 $24.3K - $28.7K
20.6K $694K
NOC
Northrop Grumman Corp

Industrials
-485
- 6.6%
$433.45 - $513.82 $210K - $249K
6.87K $3.52M
WCN
Waste Connections, Inc.

Industrials
-349
- 6.09%
$169.89 - $195.19 $59.3K - $68.1K
5.38K $1.05M
CNP
Centerpoint Energy Inc

Utilities
-879
- 4.03%
$30.87 - $36.25 $27.1K - $31.9K
21K $759K
XLE
Energy Sector Spdr

ETFs
-210
- 1.53%
$85.7 - $93.96 $18K - $19.7K
13.5K $1.25M
VRSN
Verisign Inc

Technology
-174
- 6.83%
$205.1 - $254.74 $35.7K - $44.3K
2.37K $602K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-63
- 0.03%
$152.57 - $163.66 $9.61K - $10.3K
241K $37.4M
PARA
Paramount Global

Communication Services
-34.4K
- 10.45%
$10.16 - $12.14 $349K - $417K
295K $3.52M
ING
Ing Groep Nv

Financial Services
-1.23K
- 4.17%
$15.51 - $20.74 $19.1K - $25.5K
28.3K $553K
Activity Summary
Buys All Purchases 239 New Holdings 41 Increased Positions 198 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 3 Puts 0
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