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
SHEL
Shell PLC

Energy
-295
- 2.61%
$62.84 - $73.29 $18.5K - $21.6K
11K $808K
PG
Procter & Gamble CO

Consumer Defensive
-129
- 0.29%
$158.56 - $176.26 $20.5K - $22.7K
44.6K $7.59M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-138
- 0.45%
$34.34 - $38.51 $4.74K - $5.31K
30.7K $1.18M
IBM
International Business Machines Corp

Technology
-2.12K
- 9.6%
$217.4 - $264.74 $460K - $560K
19.9K $4.95M
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 0.3%
$279.74 - $321.29 $4.76K - $5.46K
5.68K $1.77M
MO
Altria Group, Inc.

Consumer Defensive
-1.38K
- 4.93%
$50.81 - $60.02 $70.3K - $83.1K
26.7K $1.6M
LYG
Lloyds Banking Group PLC

Financial Services
-4.23K
- 2.65%
$2.58 - $3.9 $10.9K - $16.5K
155K $592K
MMM
3 M CO

Industrials
-7
- 0.08%
$129.7 - $155.12 $908 - $1.09K
9.02K $1.33M
CTRA
Coterra Energy Inc.

Energy
-35
- 0.07%
$25.51 - $29.83 $893 - $1.04K
49.8K $1.44M
ABT
Abbott Laboratories

Healthcare
-2.4K
- 9.65%
$111.1 - $140.22 $267K - $337K
22.5K $2.99M
AZO
Autozone Inc

Consumer Cyclical
-5
- 1.56%
$3193.96 - $3828.11 $16K - $19.1K
316 $1.2M
CHKP
Check Point Software Technologies LTD

Technology
-60
- 1.25%
$179.88 - $231.31 $10.8K - $13.9K
4.73K $1.08M
JNJ
Johnson & Johnson

Healthcare
-1.22K
- 6.62%
$142.06 - $167.7 $173K - $204K
17.2K $2.85M
BMY
Bristol Myers Squibb CO

Healthcare
-487
- 0.88%
$53.9 - $63.11 $26.2K - $30.7K
54.6K $3.33M
AON
Aon PLC

Financial Services
-198
- 2.1%
$348.44 - $409.32 $69K - $81K
9.25K $3.69M
XOM
Exxon Mobil Corp

Energy
-1.79K
- 3.32%
$105.44 - $118.93 $189K - $213K
52.3K $6.22M
TMUS
T Mobile Us, Inc.

Communication Services
-488
- 3.48%
$211.3 - $272.83 $103K - $133K
13.5K $3.61M
ABBV
Abb Vie Inc.

Healthcare
-1.48K
- 5.18%
$169.2 - $216.66 $250K - $320K
27.1K $5.67M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-352
- 1.49%
$208.48 - $244.03 $73.4K - $85.9K
23.2K $5.66M
SPOT
Spotify Technology S.A.

Communication Services
-1.34K
- 7.53%
$457.79 - $648.32 $613K - $869K
16.4K $9.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-235
- 0.91%
$442.66 - $534.52 $104K - $126K
25.6K $13.6M
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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