Mount Yale Investment Advisors, LLC Portfolio Holdings
Mount Yale Investment Advisors, LLC
- $1.2 Billion
- Q4 2024
Mount Yale Investment Advisors, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.2 Billion distributed in 561 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $173M, Spdr Portfolio S&P 500 Value E with a value of $69.9M, Spdr Portfolio with a value of $52.9M, Ishares Core S&P 500 ETF with a value of $40.8M, and Spdr Ser Tr Msci Usa Strategic with a value of $37.3M.
Examining the 13F form we can see an increase of $176M in the current position value, from $1.03B to 1.2B.
Below you can find more details about Mount Yale Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.2 Billion
ETFs: $418 Million
Technology: $306 Million
Financial Services: $107 Million
Communication Services: $77.4 Million
Consumer Cyclical: $72.6 Million
Healthcare: $66.9 Million
Industrials: $51.4 Million
Consumer Defensive: $37.4 Million
Other: $53 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 561
- Current Value $1.2 Billion
- Prior Value $1.03 Billion
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 74 stocks
- Additional Purchases 189 stocks
- Sold out of 0 stocks
- Reduced holdings in 260 stocks