Mount Yale Investment Advisors, LLC Portfolio Holdings

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025

Mount Yale Investment Advisors, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 1499 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $143M, Spdr Portfolio S&P 500 Value E with a value of $42.7M, Spdr Ser Tr Msci Usa Strategic with a value of $38.9M, Spdr Portfolio with a value of $34.2M, and Pacer Fds Tr Us Cash Cows 100 with a value of $30.5M.

Examining the 13F form we can see an increase of $98.6M in the current position value, from $1.11B to 1.21B.

Below you can find more details about Mount Yale Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.21 Billion
ETFs: $401 Million
Technology: $285 Million
Financial Services: $105 Million
Communication Services: $82.1 Million
Consumer Cyclical: $78.2 Million
Healthcare: $59 Million
Industrials: $55.9 Million
Consumer Defensive: $39.7 Million
Other: $61 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20B
$958,000 0.08% of portfolio
4,034
Q2 2025 Added 29.29%
$92.1B
$956,000 0.08% of portfolio
5,759
Q2 2025 Added 3.24%
$267B
$985,000 0.08% of portfolio
6,994
Q2 2025 Added 12.77%
$176B
$933,000 0.08% of portfolio
8,092
Q2 2025 Added 175.05%
$32.7B
$1.02 Million 0.08% of portfolio
11,717
Q2 2025 Reduced 1.23%
$68.8B
$1.02 Million 0.08% of portfolio
6,543
Q2 2025 Added 47.46%
$14.4B
$876,000 0.07% of portfolio
9,652
Q2 2025 Added 7.71%
$38.4B
$799,000 0.07% of portfolio
4,316
Q2 2025 Reduced 4.0%
$130B
$837,000 0.07% of portfolio
5,601
Q2 2025 Reduced 2.3%
$126B
$894,000 0.07% of portfolio
18,891
Q2 2025 Added 13.02%
$60.5B
$801,000 0.07% of portfolio
4,091
Q2 2025 Added 67.18%
$33.8B
$863,000 0.07% of portfolio
7,044
Q2 2025 Added 3.41%
$12.4B
$882,000 0.07% of portfolio
4,459
Q2 2025 Added 5.54%
$26.7B
$897,000 0.07% of portfolio
105,892
Q2 2025 Added 78.32%
$63.3B
$833,000 0.07% of portfolio
7,885
Q2 2025 New
$25.3B
$833,000 0.07% of portfolio
49,722
Q2 2025 Added 7.32%
$10.3B
$818,000 0.07% of portfolio
39,404
Q2 2025 Added 147.53%
$77.1B
$835,000 0.07% of portfolio
196,507
Q2 2025 Added 26.63%
$62.8B
$812,000 0.07% of portfolio
10,103
Q2 2025 Reduced 1.21%
$36.3B
$844,000 0.07% of portfolio
12,000
Q2 2025 Added 73.69%
$10.3B
$879,000 0.07% of portfolio
2,951
Q2 2025 Added 8.69%
$17B
$832,000 0.07% of portfolio
4,929
Q2 2025 Reduced 1.81%
$90.8B
$830,000 0.07% of portfolio
2,419
Q2 2025 Added 0.96%
$45.5B
$868,000 0.07% of portfolio
2,477
Q2 2025 Added 5.05%
$29.2B
$889,000 0.07% of portfolio
56,907
Q2 2025 Added 1.4%
$258B
$868,000 0.07% of portfolio
12,335
Q2 2025 Added 11.85%
$242B
$835,000 0.07% of portfolio
3,065
Q2 2025 Reduced 13.71%
$11B
$831,000 0.07% of portfolio
4,437
Q2 2025 Reduced 20.41%
$39B
$685,000 0.06% of portfolio
4,080
Q2 2025 New
$24B
$734,000 0.06% of portfolio
19,984
Q2 2025 Reduced 4.64%
$2.84B
$768,000 0.06% of portfolio
12,267
Q1 2025 Added 15.69%
$59.1B
$687,000 0.06% of portfolio
5,332
Q2 2025 New
$25B
$758,000 0.06% of portfolio
5,524
Q2 2025 Added 8.12%
$29.4B
$769,000 0.06% of portfolio
1,439
Q2 2025 Reduced 16.58%
$24.8B
$761,000 0.06% of portfolio
18,906
Q2 2025 Added 11.4%
$89.3B
$700,000 0.06% of portfolio
2,401
Q2 2025 Added 2.13%
$6.57B
$763,000 0.06% of portfolio
8,471
Q2 2025 Added 1,355.5%
$6.37B
$731,000 0.06% of portfolio
32,473
Q2 2025 Added 41.03%
$26.2B
$758,000 0.06% of portfolio
22,381
Q2 2025 Added 6.79%
$15.9B
$707,000 0.06% of portfolio
6,445
Q2 2025 Reduced 0.49%
$73.8B
$760,000 0.06% of portfolio
7,227
Q2 2025 New
$204B
$668,000 0.06% of portfolio
5,085
Q2 2025 Reduced 0.16%
$4.9B
$764,000 0.06% of portfolio
24,653
Q2 2025 Reduced 1.77%
$24.9B
$704,000 0.06% of portfolio
2,934
Q2 2025 Reduced 53.41%
$238B
$668,000 0.06% of portfolio
1,723
Q2 2025 Reduced 0.92%
$316B
$680,000 0.06% of portfolio
2,643
Q2 2025 Added 17.62%
$94.9B
$754,000 0.06% of portfolio
1,080
Q2 2025 Added 6.51%
$21.4B
$719,000 0.06% of portfolio
20,078
Q2 2025 Added 180.5%
$105B
$596,000 0.05% of portfolio
19,918
Q2 2025 Reduced 3.08%

Summary

  • Portfolio
  • No. of Stocks 1,499
  • Current Value $1.21 Billion
  • Prior Value $1.11 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 985 stocks
  • Additional Purchases 251 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 243 stocks
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