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 Market Cap. of $200 Billions or more
