Mount Yale Investment Advisors, LLC Portfolio Holdings
Mount Yale Investment Advisors, LLC
- $1.11 Billion
- Q1 2025
Mount Yale Investment Advisors, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.11 Billion distributed in 537 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $152M, Spdr Portfolio S&P 500 Value E with a value of $68.5M, Spdr Portfolio with a value of $47.9M, Spdr Ser Tr Msci Usa Strategic with a value of $37.4M, and Ishares Core S&P 500 ETF with a value of $31.2M.
Examining the 13F form we can see an decrease of $90.1M in the current position value, from $1.2B to 1.11B.
Below you can find more details about Mount Yale Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.11 Billion
ETFs: $390 Million
Technology: $261 Million
Financial Services: $97.1 Million
Healthcare: $72.9 Million
Communication Services: $69.2 Million
Consumer Cyclical: $67.2 Million
Industrials: $45.8 Million
Consumer Defensive: $39.1 Million
Other: $56 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 537
- Current Value $1.11 Billion
- Prior Value $1.2 Billion
- Filing
- Period Q1 2025
- Filing Date April 16, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 41 stocks
- Additional Purchases 198 stocks
- Sold out of 0 stocks
- Reduced holdings in 272 stocks