Mount Yale Investment Advisors, LLC Sells in Q3 2024

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BP
Bp PLC

Energy
-8.7K
- 31.62%
$30.78 - $37.05 $268K - $322K
18.8K $590K
NTRA
Natera, Inc.

Healthcare
-4.94K
- 39.64%
$97.75 - $129.67 $483K - $641K
7.53K $956K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.75K
- 14.0%
$133.16 - $158.73 $366K - $436K
16.9K $2.56M
NVT
N Vent Electric PLC

Industrials
-4.3K
- 29.67%
$60.72 - $81.19 $261K - $349K
10.2K $715K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-10.3K
- 53.1%
$33.49 - $43.24 $347K - $447K
9.14K $343K
TTWO
Take Two Interactive Software Inc

Communication Services
-2.32K
- 36.14%
$135.67 - $161.71 $314K - $375K
4.1K $629K
KEYS
Keysight Technologies, Inc.

Technology
-3.14K
- 53.03%
$119.86 - $158.87 $376K - $499K
2.78K $441K
ACN
Accenture PLC

Technology
-3.88K
- 19.11%
$295.44 - $355.81 $1.14M - $1.38M
16.4K $5.8M
CVS
Cvs Health Corp

Healthcare
-11.7K
- 11.14%
$55.81 - $63.18 $655K - $741K
93.6K $5.88M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.74K
- 8.18%
$84.77 - $97.13 $487K - $558K
64.4K $6.17M
HTGC
Hercules Capital, Inc.

Financial Services
-10.6K
- 7.43%
$17.71 - $21.67 $188K - $230K
132K $2.6M
WFRD
Weatherford International PLC

Energy
-319
- 4.11%
$84.06 - $134.26 $26.8K - $42.8K
7.44K $631K
WCN
Waste Connections, Inc.

Industrials
-1.95K
- 19.91%
$173.92 - $186.5 $339K - $363K
7.84K $1.4M
MPWR
Monolithic Power Systems Inc

Technology
-500
- 34.77%
$757.04 - $947.16 $379K - $474K
938 $867K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-828
- 35.91%
$320.55 - $412.94 $265K - $342K
1.48K $575K
PSX
Phillips 66

Energy
-1.83K
- 27.84%
$125.0 - $147.17 $229K - $270K
4.75K $624K
TJX
Tjx Companies Inc

Consumer Cyclical
-3.88K
- 18.08%
$107.93 - $120.23 $419K - $467K
17.6K $2.07M
XLE
Energy Sector Spdr

ETFs
-2.68K
- 14.71%
$84.35 - $93.39 $226K - $250K
15.5K $1.36M
HCA
Hca Healthcare, Inc.

Healthcare
-1.67K
- 37.19%
$315.12 - $406.43 $526K - $679K
2.82K $1.15M
XLY
Select Sector Spdr Consumer Di

ETFs
-3.93K
- 13.94%
$170.05 - $200.86 $669K - $790K
24.3K $4.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-742
- 6.7%
$434.77 - $502.96 $323K - $373K
10.3K $5.04M
SHV
Ishares Tr

ETFs
-2.37K
- 55.43%
$110.05 - $110.63 $261K - $262K
1.91K $210K
AZN
Astrazeneca PLC

Healthcare
-3.2K
- 6.27%
$76.67 - $87.62 $245K - $280K
47.8K $3.73M
JNJ
Johnson & Johnson

Healthcare
-3.72K
- 16.81%
$145.48 - $167.38 $542K - $623K
18.4K $2.99M
LLY
Eli Lilly & CO

Healthcare
-189
- 4.48%
$772.14 - $960.02 $146K - $181K
4.03K $3.57M
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.46K
- 36.4%
$105.92 - $110.83 $260K - $272K
4.29K $473K
KMX
Carmax Inc

Consumer Cyclical
-4.02K
- 23.55%
$71.21 - $85.78 $286K - $344K
13K $1.01M
CVE
Cenovus Energy Inc.

Energy
-7.52K
- 19.22%
$16.17 - $20.65 $122K - $155K
31.6K $528K
MNST
Monster Beverage Corp

Consumer Defensive
-5.93K
- 18.71%
$45.01 - $52.47 $267K - $311K
25.8K $1.34M
SEE
Sealed Air Corp

Consumer Cyclical
-8.06K
- 21.99%
$32.27 - $38.05 $260K - $307K
28.6K $1.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
-619
- 14.93%
$517.38 - $573.86 $320K - $355K
3.53K $2.02M
TDY
Teledyne Technologies Inc

Technology
-792
- 33.85%
$381.47 - $437.71 $302K - $347K
1.55K $677K
HWM
Howmet Aerospace Inc.

Industrials
-3.61K
- 60.54%
$77.3 - $100.22 $279K - $362K
2.35K $235K
PSTG
Pure Storage, Inc.

Technology
-569
- 4.01%
$45.73 - $67.71 $26K - $38.5K
13.6K $683K
GE
General Electric CO

Industrials
-1.68K
- 55.09%
$156.66 - $189.66 $264K - $319K
1.37K $258K
XLP
Consumer Staples Sector Spdr

ETFs
-2.71K
- 9.36%
$76.04 - $76.04 $206K - $206K
26.2K $1.99M
CNQ
Canadian Natural Resources LTD

Energy
-2.56K
- 5.06%
$31.97 - $37.41 $81.7K - $95.7K
48K $1.59M
KT
Kt Corp

Communication Services
-17K
- 42.37%
$13.14 - $15.8 $223K - $268K
23.1K $354K
FISV
Fiserv Inc

Technology
-1.51K
- 27.07%
N/A
4.08K $510K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-34
- 1.87%
$109.03 - $210.9 $3.71K - $7.17K
1.78K $194K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.44K
- 24.83%
$89.91 - $101.33 $220K - $247K
7.39K $725K
ZBRA
Zebra Technologies Corp

Technology
-753
- 45.28%
$306.21 - $371.02 $231K - $279K
910 $336K
MDT
Medtronic PLC

Healthcare
-3.11K
- 31.03%
$76.84 - $91.03 $239K - $283K
6.91K $621K
ADBE
Adobe Inc.

Technology
-68
- 1.96%
$508.13 - $586.55 $34.6K - $39.9K
3.41K $1.76M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-3.36K
- 20.46%
$56.29 - $62.74 $189K - $211K
13K $818K
EFG
Msci Eafe Growth ETF

ETFs
-4.64K
- 7.14%
$96.84 - $108.77 $449K - $505K
60.3K $6.49M
CSCO
Cisco Systems, Inc.

Technology
-16.4K
- 12.81%
$44.74 - $53.22 $733K - $872K
111K $5.93M
ROP
Roper Technologies Inc

Industrials
-244
- 32.8%
$515.25 - $576.55 $126K - $141K
500 $278K
RJF
Raymond James Financial Inc

Financial Services
-801
- 2.77%
$106.39 - $125.13 $85.2K - $100K
28.1K $3.44M
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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