Mount Yale Investment Advisors, LLC Options Holdings

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
NVDA
Nvidia Corp

Technology
CALL
$325,000
3K
Q2 2024
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$199,000
1K
Q1 2025
Reduced 60.0%
MSFT
Microsoft Corp

Technology
CALL
$112,000
300
Q2 2024
New holding
META
Meta Platforms, Inc.

Communication Services
CALL
$115,000
200
Q1 2025
Added 100.0%
NFLX
Netflix Inc

Communication Services
CALL
$93,000
100
Q1 2025
New holding
UNH
Unitedhealth Group Inc

Healthcare
CALL
$104,000
200
Q2 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 537
  • Current Value $1.11 Billion
  • Prior Value $1.2 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 41 stocks
  • Additional Purchases 198 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 272 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