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
$3.15B
$434,000 0.04% of portfolio
18,001
Q2 2025 Reduced 19.83%
$38B
$462,000 0.04% of portfolio
843
Q2 2025 New
$28.7B
$482,000 0.04% of portfolio
411
Q2 2025 Added 11.08%
$41.2B
$503,000 0.04% of portfolio
689
Q2 2025 Added 2.84%
$32.6B
$513,000 0.04% of portfolio
6,288
Q2 2025 Added 79.3%
$8.36B
$448,000 0.04% of portfolio
2,674
Q2 2025 Added 1.48%
$18.2B
$427,000 0.04% of portfolio
1,225
Q2 2025 Added 8.79%
$1.31B
$432,000 0.04% of portfolio
6,926
Q3 2024 New
$13.1B
$509,000 0.04% of portfolio
3,121
Q2 2025 Added 7.88%
$10.4B
$476,000 0.04% of portfolio
3,005
Q2 2025 Reduced 4.09%
$117B
$446,000 0.04% of portfolio
7,611
Q2 2025 Reduced 71.48%
$21.9B
$469,000 0.04% of portfolio
4,742
Q2 2025 Added 17.38%
$77.5B
$529,000 0.04% of portfolio
3,972
Q2 2025 Reduced 25.87%
$135B
$471,000 0.04% of portfolio
19,458
Q2 2025 Added 15.76%
$192B
$460,000 0.04% of portfolio
448
Q1 2025 Reduced 44.83%
$96.8B
$504,000 0.04% of portfolio
5,511
Q2 2025 Reduced 0.58%
$73.7B
$497,000 0.04% of portfolio
11,002
Q2 2025 Added 4.59%
$44.9B
$501,000 0.04% of portfolio
2,401
Q2 2025 Reduced 9.84%
$6.8B
$341,000 0.03% of portfolio
1,197
Q2 2025 New
$8.8B
$320,000 0.03% of portfolio
2,052
Q2 2025 Reduced 52.2%
$53.1B
$386,000 0.03% of portfolio
1,572
Q2 2025 Reduced 12.03%
$10.9B
$421,000 0.03% of portfolio
2,121
Q2 2025 Reduced 16.73%
$13.4B
$392,000 0.03% of portfolio
2,237
Q2 2025 Reduced 68.07%
$2.24B
$361,000 0.03% of portfolio
5,637
Q2 2025 Added 1.93%
$8.85B
$339,000 0.03% of portfolio
4,341
Q2 2025 Added 1.64%
$25.1B
$315,000 0.03% of portfolio
1,352
Q2 2025 Added 0.67%
$22.6B
$400,000 0.03% of portfolio
2,243
Q2 2025 Added 3.55%
$16.7B
$378,000 0.03% of portfolio
3,944
Q2 2025 Added 96.22%
$3.33B
$311,000 0.03% of portfolio
10,167
Q2 2025 New
$4.43B
$375,000 0.03% of portfolio
3,254
Q2 2025 New
$33.7B
$312,000 0.03% of portfolio
22,961
Q2 2025 Reduced 8.11%
$36.3B
$342,000 0.03% of portfolio
4,393
Q2 2025 Added 13.69%
$34.2B
$374,000 0.03% of portfolio
3,735
Q2 2025 Added 3.72%
$29.5B
$377,000 0.03% of portfolio
4,325
Q2 2025 Reduced 45.36%
$21.2B
$368,000 0.03% of portfolio
7,144
Q2 2025 Added 1.62%
$12.4B
$411,000 0.03% of portfolio
3,357
Q2 2025 Added 18.58%
$4.53B
$384,000 0.03% of portfolio
2,007
Q2 2025 Added 10.82%
$5.48B
$377,000 0.03% of portfolio
1,968
Q2 2025 Reduced 13.8%
$66.8B
$308,000 0.03% of portfolio
4,018
Q2 2025 Reduced 28.01%
$7.8B
$373,000 0.03% of portfolio
3,562
Q2 2025 Added 4.46%
$10.2B
$324,000 0.03% of portfolio
1,802
Q2 2025 Reduced 52.95%
$102B
$317,000 0.03% of portfolio
14,153
Q2 2025 Added 30.37%
$96.2B
$306,000 0.03% of portfolio
1,668
Q2 2025 Added 1.21%
$8.59B
$419,000 0.03% of portfolio
15,616
Q2 2025 New
$9.54B
$358,000 0.03% of portfolio
7,721
Q2 2025 Reduced 23.35%
$85B
$361,000 0.03% of portfolio
1,324
Q2 2025 Added 2.64%
$5.61B
$379,000 0.03% of portfolio
7,953
Q2 2025 Added 27.78%
$4.71B
$339,000 0.03% of portfolio
3,631
Q2 2025 Reduced 9.29%
$62.5B
$348,000 0.03% of portfolio
5,987
Q2 2025 New

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
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