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
PRMW
Primo Water Corp

Consumer Defensive
-61
- 0.43%
$20.4 - $25.47 $1.24K - $1.55K
14K $352K
WTFC
Wintrust Financial Corp

Financial Services
-69
- 1.28%
$96.43 - $111.89 $6.65K - $7.72K
5.31K $576K
DEO
Diageo PLC

Consumer Defensive
-104
- 2.39%
$120.02 - $140.77 $12.5K - $14.6K
4.25K $596K
IFRA
Ishares Tr

ETFs
-130
- 1.15%
$41.55 - $46.97 $5.4K - $6.11K
11.2K $525K
RIO
Rio Tinto PLC

Basic Materials
-60
- 0.6%
$59.71 - $71.21 $3.58K - $4.27K
9.99K $711K
MNDY
Monday.Com Ltd.

Technology
-665
- 10.48%
$202.41 - $281.64 $135K - $187K
5.68K $1.58M
NOW
Service Now, Inc.

Technology
-39
- 4.92%
$730.87 - $937.36 $28.5K - $36.6K
754 $674K
HSY
Hershey CO

Consumer Defensive
-326
- 2.24%
$182.45 - $203.25 $59.5K - $66.3K
14.2K $2.73M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.83K
- 8.62%
$31.07 - $39.36 $56.7K - $71.8K
19.3K $707K
AIT
Applied Industrial Technologies Inc

Industrials
-43
- 1.98%
$183.8 - $224.77 $7.9K - $9.67K
2.13K $474K
IFF
International Flavors & Fragrances Inc

Basic Materials
-140
- 1.87%
$93.14 - $105.12 $13K - $14.7K
7.34K $769K
T
At&T Inc.

Communication Services
-1.25K
- 4.07%
$18.21 - $22.28 $22.8K - $27.9K
29.5K $648K
KO
Coca Cola CO

Consumer Defensive
-350
- 3.34%
$62.69 - $73.01 $21.9K - $25.6K
10.1K $727K
ESE
Esco Technologies Inc

Technology
-19
- 0.71%
$102.11 - $128.98 $1.94K - $2.45K
2.65K $341K
CB
Chubb LTD

Financial Services
-70
- 2.83%
$252.51 - $292.2 $17.7K - $20.5K
2.4K $692K
MAS
Masco Corp

Industrials
-127
- 2.95%
$64.7 - $83.94 $8.22K - $10.7K
4.18K $350K
RPM
Rpm International Inc

Basic Materials
-161
- 2.47%
$103.91 - $125.03 $16.7K - $20.1K
6.35K $768K
AFL
Aflac Inc

Financial Services
-3.02K
- 16.56%
$88.52 - $111.8 $268K - $338K
15.2K $1.7M
CHKP
Check Point Software Technologies LTD

Technology
-378
- 7.12%
$165.0 - $195.47 $62.4K - $73.9K
4.93K $950K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-491
- 2.16%
$31.95 - $38.02 $15.7K - $18.7K
22.2K $833K
FAST
Fastenal CO

Industrials
-74
- 0.8%
$62.09 - $71.83 $4.59K - $5.32K
9.22K $658K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.57K
- 4.57%
$57.32 - $62.65 $205K - $224K
74.5K $4.64M
DFS
Discover Financial Services

Financial Services
-2.65K
- 5.62%
$123.41 - $144.72 $327K - $383K
44.5K $6.24M
SSB
South State Corp

Financial Services
-20
- 0.5%
$75.47 - $101.63 $1.51K - $2.03K
4K $388K
PCVX
Vaxcyte, Inc.

Healthcare
-971
- 19.53%
$70.52 - $117.12 $68.5K - $114K
4K $456K
RACE
Ferrari N.V.

Consumer Cyclical
-837
- 10.87%
$405.92 - $496.79 $340K - $416K
6.87K $3.23M
XOM
Exxon Mobil Corp

Energy
-268
- 0.49%
$109.72 - $119.0 $29.4K - $31.9K
54.1K $6.34M
BRO
Brown & Brown, Inc.

Financial Services
-379
- 4.31%
$89.11 - $105.82 $33.8K - $40.1K
8.42K $871K
LMT
Lockheed Martin Corp

Industrials
-84
- 7.36%
$460.3 - $584.56 $38.7K - $49.1K
1.06K $618K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-328
- 1.68%
$72.22 - $81.88 $23.7K - $26.9K
19.2K $1.51M
PIPR
Piper Sandler Companies

Financial Services
-7
- 0.41%
$230.9 - $287.51 $1.62K - $2.01K
1.7K $482K
MO
Altria Group, Inc.

Consumer Defensive
-1.64K
- 5.11%
$45.95 - $54.71 $75.5K - $89.9K
30.5K $1.56M
EVR
Evercore Inc.

Financial Services
-12
- 0.56%
$211.0 - $258.67 $2.53K - $3.1K
2.14K $541K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-86
- 1.68%
$178.41 - $210.18 $15.3K - $18.1K
5.03K $998K
AMP
Ameriprise Financial Inc

Financial Services
-172
- 4.02%
$391.53 - $469.81 $67.3K - $80.8K
4.1K $1.93M
KR
Kroger CO

Consumer Defensive
-583
- 3.09%
$50.43 - $57.3 $29.4K - $33.4K
18.3K $1.05M
SAP
Sap Se

Technology
-105
- 1.94%
$197.21 - $231.0 $20.7K - $24.3K
5.31K $1.22M
SNY
Sanofi

Healthcare
-2.67K
- 8.76%
$48.54 - $58.53 $130K - $157K
27.9K $1.61M
MET
Metlife Inc

Financial Services
-623
- 4.15%
$67.96 - $82.48 $42.3K - $51.4K
14.4K $1.19M
RMD
Resmed Inc

Healthcare
-175
- 4.94%
$186.94 - $252.92 $32.7K - $44.3K
3.36K $821K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-948
- 2.02%
$34.35 - $39.16 $32.6K - $37.1K
46.1K $1.77M
HD
Home Depot, Inc.

Consumer Cyclical
-1.24K
- 11.31%
$333.64 - $405.2 $414K - $503K
9.73K $3.94M
TRP
Tc Energy Corp

Energy
-677
- 3.29%
$37.48 - $47.9 $25.4K - $32.4K
19.9K $947K
POOL
Pool Corp

Industrials
-94
- 2.99%
$296.17 - $376.8 $27.8K - $35.4K
3.05K $1.15M
SPGI
S&P Global Inc.

Financial Services
-175
- 4.47%
$446.32 - $527.38 $78.1K - $92.3K
3.74K $1.93M
ABT
Abbott Laboratories

Healthcare
-419
- 1.74%
$100.07 - $118.13 $41.9K - $49.5K
23.7K $2.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.55K
- 1.44%
$44.24 - $49.47 $68.7K - $76.8K
106K $5.25M
UL
Unilever PLC

Consumer Defensive
-1.19K
- 4.34%
$54.7 - $65.59 $65.1K - $78.1K
26.3K $1.71M
IVE
Ishares S&P 500 Value ETF

ETFs
-191
- 1.13%
$181.06 - $197.17 $34.6K - $37.7K
16.7K $3.29M
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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