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
$9.25B
$564,000 0.05% of portfolio
13,280
Q2 2025 Reduced 41.38%
$3.15B
$655,000 0.05% of portfolio
6,363
Q2 2025 Reduced 6.14%
$61.6B
$607,000 0.05% of portfolio
1,898
Q2 2025 Added 24.3%
$19.7B
$622,000 0.05% of portfolio
5,135
Q2 2025 Added 2.91%
$23.3B
$564,000 0.05% of portfolio
1,381
Q2 2025 Added 121.31%
$30.9B
$642,000 0.05% of portfolio
3,919
Q2 2025 Added 22.13%
$13.6B
$561,000 0.05% of portfolio
2,709
Q2 2025 Added 2.11%
$45.7B
$641,000 0.05% of portfolio
7,178
Q2 2025 Added 3.88%
$105B
$665,000 0.05% of portfolio
4,946
Q2 2025 New
$6.44B
$645,000 0.05% of portfolio
30,265
Q2 2025 Added 69.08%
$8.58B
$632,000 0.05% of portfolio
4,801
Q2 2025 Reduced 36.91%
$102B
$637,000 0.05% of portfolio
10,936
Q2 2025 Added 2.61%
$17.6B
$639,000 0.05% of portfolio
2,055
Q2 2025 Added 2.9%
$20.1B
$594,000 0.05% of portfolio
8,263
Q2 2025 Reduced 18.61%
$185B
$578,000 0.05% of portfolio
1,428
Q2 2025 Added 4.54%
$19.7B
$618,000 0.05% of portfolio
8,135
Q2 2025 Added 12.04%
$33.8B
$562,000 0.05% of portfolio
2,689
Q2 2025 Added 30.41%
$145B
$551,000 0.05% of portfolio
1,545
Q2 2025 Added 3.41%
$168B
$618,000 0.05% of portfolio
1,599
Q2 2025 Reduced 21.19%
$53.3B
$659,000 0.05% of portfolio
3,275
Q2 2025 Added 11.97%
$53.5B
$562,000 0.05% of portfolio
3,263
Q2 2025 Reduced 17.33%
$86.6B
$620,000 0.05% of portfolio
2,916
Q2 2025 New
$56.4B
$546,000 0.05% of portfolio
5,416
Q2 2025 Added 24.79%
$48.3B
$563,000 0.05% of portfolio
3,529
Q2 2025 Reduced 27.0%
$77.4B
$580,000 0.05% of portfolio
23,101
Q2 2025 Added 1.87%
$79.5B
$571,000 0.05% of portfolio
4,568
Q2 2025 Added 15.67%
$53.9B
$581,000 0.05% of portfolio
2,319
Q2 2025 New
$25.1B
$546,000 0.05% of portfolio
3,461
Q2 2025 Added 5.04%
$60.8B
$571,000 0.05% of portfolio
2,795
Q2 2025 Added 15.35%
$69.7B
$618,000 0.05% of portfolio
2,765
Q2 2025 New
$6.56B
$601,000 0.05% of portfolio
11,406
Q2 2025 Reduced 5.52%
$8.11B
$509,000 0.04% of portfolio
9,976
Q2 2025 Added 44.37%
$10B
$442,000 0.04% of portfolio
1,903
Q2 2025 Reduced 7.49%
$5.34B
$450,000 0.04% of portfolio
2,967
Q2 2025 Reduced 6.2%
$26B
$514,000 0.04% of portfolio
4,639
Q2 2025 Reduced 32.22%
$17.2B
$480,000 0.04% of portfolio
2,067
Q2 2025 Added 7.49%
$64.2B
$453,000 0.04% of portfolio
4,363
Q2 2025 Added 1.73%
$20.7B
$519,000 0.04% of portfolio
1,019
Q2 2025 Reduced 40.23%
$13.8B
$478,000 0.04% of portfolio
8,669
Q2 2025 Reduced 28.02%
$17.9B
$483,000 0.04% of portfolio
5,812
Q2 2025 New
$39.2B
$471,000 0.04% of portfolio
258
Q2 2025 New
$6.9B
$531,000 0.04% of portfolio
3,934
Q2 2025 Reduced 5.36%
$20.8B
$434,000 0.04% of portfolio
1,847
Q2 2025 Reduced 40.25%
$58.1B
$515,000 0.04% of portfolio
17,889
Q2 2025 Added 2.25%
$77B
$461,000 0.04% of portfolio
2,482
Q2 2025 Added 25.23%
$74.2B
$529,000 0.04% of portfolio
28,558
Q2 2025 Added 20.46%
$187B
$532,000 0.04% of portfolio
676
Q2 2025 Reduced 3.57%
$5.32B
$447,000 0.04% of portfolio
3,398
Q2 2025 Added 3.5%
$9.11B
$525,000 0.04% of portfolio
1,556
Q2 2025 Added 2.84%

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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