Mount Yale Investment Advisors, LLC Sells in Q2 2025

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
-59
- 2.55%
$92.87 - $125.73 $5.48K - $7.42K
2.26K $269K
VRT
Vertiv Holdings CO

Industrials
-146
- 1.23%
N/A
11.7K $1.02M
XLF
Financial Sector Spdr

ETFs
-6.19K
- 6.21%
$43.92 - $52.37 $272K - $324K
93.5K $4.9M
VIG
Vanguard Dividend Appreciation

ETFs
-52
- 2.43%
N/A
2.09K $380K
MET
Metlife Inc

Financial Services
-124
- 1.21%
$68.42 - $82.49 $8.48K - $10.2K
10.1K $812K
TIP
Ishares Tr Tips Bd ETF

ETFs
-42
- 0.99%
$107.93 - $110.97 $4.53K - $4.66K
4.2K $462K
RSG
Republic Services, Inc.

Industrials
-44
- 3.81%
$227.2 - $258.07 $10K - $11.4K
1.11K $273K
XLB
Select Sector Spdr Fd Material

ETFs
-275
- 4.23%
$74.27 - $88.92 $20.4K - $24.5K
6.22K $546K
BA
Boeing CO

Industrials
-1.05K
- 18.95%
$136.59 - $217.51 $144K - $229K
4.51K $943K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-405
- 10.65%
$53.69 - $67.27 $21.7K - $27.2K
3.4K $228K
Cooper Cos Inc
-1.76K
- 29.49%
N/A
4.21K $0
Morgan Stanley ETF Trust
-7.39K
- 2.78%
N/A
258K $0
Canadian Pacific Kansas City
-542
- 2.57%
N/A
20.6K $0
Lam Research Corp
-44.9K
- 96.31%
N/A
1.72K $0
Primo Brands Corporation
-1.95K
- 18.02%
N/A
8.89K $0
Linde PLC
-93
- 1.18%
N/A
7.81K $0
Nuveen Churchill Direct Lend
-21K
- 56.17%
N/A
16.4K $0
Smurfit Westrock PLC
-6.56K
- 88.37%
N/A
863 $0
Atlassian Corporation
-31
- 0.69%
N/A
4.44K $0
HEIA
Heico Crp Cl A
-157
- 3.52%
N/A
4.31K $0
Blackrock ETF Trust
-484K
- 98.74%
N/A
6.16K $0
Kenvue Inc
-15.6K
- 46.69%
N/A
17.9K $0
Crane Company
-973
- 23.78%
N/A
3.12K $0
WMT
Walmart Inc.

Consumer Defensive
-1.19K
- 10.14%
$81.79 - $99.98 $97.4K - $119K
10.6K $1.03M
SYY
Sysco Corp

Consumer Defensive
-92
- 0.73%
$68.0 - $75.91 $6.26K - $6.98K
12.6K $951K
VOE
Vanguard Mid Cap Value Index F

ETFs
-76
- 2.58%
$141.87 - $164.49 $10.8K - $12.5K
2.87K $472K
USFD
Us Foods Holding Corp.

Consumer Defensive
-3.37K
- 14.66%
$60.47 - $79.12 $204K - $267K
19.6K $1.51M
AN
Autonation, Inc.

Consumer Cyclical
-426
- 16.73%
$155.71 - $201.03 $66.3K - $85.6K
2.12K $421K
ESE
Esco Technologies Inc

Technology
-315
- 13.8%
$139.86 - $194.5 $44.1K - $61.3K
1.97K $377K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-7.47K
- 1.33%
$47.46 - $55.3 $354K - $413K
554K $30.5M
XLU
Utilities Sector Spdr

ETFs
-453
- 3.15%
$73.09 - $82.77 $33.1K - $37.5K
13.9K $1.14M
SIG
Signet Jewelers LTD

Consumer Cyclical
-879
- 21.43%
$50.77 - $82.74 $44.6K - $72.7K
3.22K $256K
ORCL
Oracle Corp

Technology
-6.03K
- 35.39%
$122.82 - $218.63 $741K - $1.32M
11K $2.41M
FCFS
First Cash Holdings, Inc.

Financial Services
-223
- 5.36%
$118.0 - $137.63 $26.3K - $30.7K
3.93K $531K
AWI
Armstrong World Industries Inc

Industrials
-9
- 0.57%
$126.1 - $163.12 $1.13K - $1.47K
1.56K $253K
LMT
Lockheed Martin Corp

Industrials
-14
- 0.58%
$430.82 - $486.45 $6.03K - $6.81K
2.42K $1.12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.33K
- 10.12%
$57.41 - $74.81 $134K - $174K
20.7K $1.54M
BX
Blackstone Inc.

Financial Services
-132
- 2.3%
$120.07 - $151.11 $15.8K - $19.9K
5.6K $837K
TTD
Trade Desk, Inc.

Technology
-1.89K
- 18.61%
$45.27 - $79.4 $85.5K - $150K
8.26K $594K
SEE
Sealed Air Corp

Consumer Cyclical
-445
- 1.77%
$23.93 - $32.95 $10.6K - $14.7K
24.7K $764K
VRSN
Verisign Inc

Technology
-132
- 5.56%
$234.49 - $288.8 $31K - $38.1K
2.24K $646K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-39
- 0.3%
$39.89 - $49.46 $1.56K - $1.93K
13.1K $646K
MU
Micron Technology Inc

Technology
-3.37K
- 25.92%
$64.72 - $127.91 $218K - $431K
9.63K $1.19M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-2.35K
- 23.35%
$27.82 - $46.45 $65.4K - $109K
7.72K $358K
BSX
Boston Scientific Corp

Healthcare
-108
- 0.97%
$89.7 - $107.41 $9.69K - $11.6K
11K $1.19M
HON
Honeywell International Inc

Industrials
-271
- 4.58%
$182.86 - $232.88 $49.6K - $63.1K
5.64K $1.31M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.39K
- 16.03%
$122.57 - $173.27 $293K - $414K
12.5K $2.17M
PPG
Ppg Industries Inc

Basic Materials
-287
- 1.12%
$91.66 - $115.04 $26.3K - $33K
25.4K $2.89M
XLI
Industrial Sector Spdr

ETFs
-1.66K
- 8.58%
$116.42 - $147.52 $194K - $245K
17.7K $2.62M
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
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email