Mount Yale Investment Advisors, LLC Portfolio Holdings

Mount Yale Investment Advisors, LLC

  • $1.38 Billion
  • Q3 2025

Mount Yale Investment Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 671 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $54.7M, Microsoft Corp with a value of $39M, Spdr Gold Trust with a value of $32.8M, Apple Inc. with a value of $30.5M, and Nvidia Corp with a value of $29.6M.

Examining the 13F form we can see an increase of $163M in the current position value, from $1.21B to 1.38B.

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

Portfolio value $1.38 Billion
ETFs: $636 Million
Technology: $202 Million
Financial Services: $145 Million
Healthcare: $68.4 Million
Consumer Cyclical: $66.3 Million
Industrials: $51.8 Million
Communication Services: $49.4 Million
Energy: $40.3 Million
Other: $98.2 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$25.2 Million 1.83% of portfolio
76,398
Q3 2025 Added 148.68%
$17.8B
$15.9 Million 1.15% of portfolio
112,710
Q3 2025 Added 44,449.41%
$89.7B
$5.24 Million 0.38% of portfolio
26,010
Q3 2025 Added 4.86%
$104B
$4.93 Million 0.36% of portfolio
16,789
Q3 2025 Added 181.46%
$168B
$4.91 Million 0.36% of portfolio
65,078
Q3 2025 Added 13.29%
$193B
$4.82 Million 0.35% of portfolio
42,064
Q3 2025 Reduced 25.32%
$170B
$4.24 Million 0.31% of portfolio
29,311
Q3 2025 Added 55.6%
$74.3B
$4.21 Million 0.31% of portfolio
66,405
Q3 2025 Added 228.59%
$124B
$4.08 Million 0.3% of portfolio
99,503
Q3 2025 Added 169.23%
$61.6B
$3.66 Million 0.27% of portfolio
129,237
Q3 2025 Added 3,931.1%
$136B
$3.18 Million 0.23% of portfolio
13,443
Q3 2025 Added 2,577.89%
$187B
$3.11 Million 0.23% of portfolio
18,695
Q3 2025 Reduced 28.17%
$100B
$3.14 Million 0.23% of portfolio
51,514
Q3 2025 Added 17,421.77%
$128B
$3.09 Million 0.22% of portfolio
32,411
Q3 2025 Added 104.59%
$120B
$2.93 Million 0.21% of portfolio
93,332
Q3 2025 Reduced 17.7%
$118B
$2.91 Million 0.21% of portfolio
11,833
Q3 2025 Added 8.01%
$44.1B
$2.8 Million 0.2% of portfolio
34,767
Q3 2025 Added 467.9%
$94.5B
$2.7 Million 0.2% of portfolio
7,911
Q3 2025 Added 229.49%
$62.3B
$2.74 Million 0.2% of portfolio
24,340
Q3 2025 Added 2,126.9%
$140B
$2.67 Million 0.19% of portfolio
10,637
Q3 2025 Added 18.72%
$140B
$2.53 Million 0.18% of portfolio
6,751
Q3 2025 Added 336.96%
$177B
$2.3 Million 0.17% of portfolio
11,797
Q3 2025 Added 5,412.62%
$114B
$2.27 Million 0.17% of portfolio
19,865
Q3 2025 Added 1,337.41%
$61.4B
$2.33 Million 0.17% of portfolio
11,450
Q3 2025 Added 309.66%
$11.3B
$2.25 Million 0.16% of portfolio
12,932
Q3 2025 New
$49.5B
$2.21 Million 0.16% of portfolio
13,054
Q3 2025 Added 144.82%
$100B
$2.21 Million 0.16% of portfolio
8,175
Q3 2025 Reduced 15.84%
$86B
$2.1 Million 0.15% of portfolio
101,523
Q3 2025 Added 26.75%
$91.4B
$2.01 Million 0.15% of portfolio
12,976
Q3 2025 Added 53.15%
$169B
$2.04 Million 0.15% of portfolio
2,217
Q3 2025 Added 394.87%
$172B
$2.05 Million 0.15% of portfolio
46,745
Q3 2025 Added 599.57%
$114B
$2.02 Million 0.15% of portfolio
9,381
Q3 2025 Added 108.24%
$76.2B
$1.89 Million 0.14% of portfolio
30,292
Q3 2025 Added 83.67%
$181B
$1.98 Million 0.14% of portfolio
20,244
Q3 2025 Added 38.05%
$77.2B
$1.89 Million 0.14% of portfolio
8,901
Q3 2025 Added 205.25%
$34.1B
$1.8 Million 0.13% of portfolio
10,434
Q3 2025 Added 8.44%
$113B
$1.85 Million 0.13% of portfolio
19,584
Q3 2025 Added 15.96%
$147B
$1.76 Million 0.13% of portfolio
18,016
Q3 2025 Added 63.07%
$183B
$1.76 Million 0.13% of portfolio
6,227
Q3 2025 Added 626.6%
$64.5B
$1.77 Million 0.13% of portfolio
5,462
Q3 2025 Added 1,135.75%
$161B
$1.79 Million 0.13% of portfolio
1,656
Q3 2025 Reduced 2.3%
$52.5B
$1.58 Million 0.12% of portfolio
92,258
Q3 2025 Added 92,158.0%
$123B
$1.64 Million 0.12% of portfolio
5,823
Q3 2025 Added 303.53%
$167B
$1.63 Million 0.12% of portfolio
17,118
Q3 2025 Reduced 48.94%
$67.3B
$1.59 Million 0.12% of portfolio
5,707
Q3 2025 Added 206.66%
$31.5B
$1.64 Million 0.12% of portfolio
22,488
Q3 2025 Added 257.63%
$150B
$1.68 Million 0.12% of portfolio
28,270
Q3 2025 Reduced 11.63%
$12.1B
$1.61 Million 0.12% of portfolio
11,024
Q3 2025 Added 21,948.0%
$123B
$1.71 Million 0.12% of portfolio
3,434
Q3 2025 Added 42.14%

Summary

  • Portfolio
  • No. of Stocks 671
  • Current Value $1.38 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 191 stocks
  • Additional Purchases 317 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 162 stocks
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