Mount Yale Investment Advisors, LLC Options Holdings

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025

Options Holdings Table

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

Technology
CALL
$473,000
3K
Q2 2024
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$215,000
1K
Q1 2025
Reduced 60.0%
META
Meta Platforms, Inc.

Communication Services
CALL
$147,000
200
Q1 2025
Added 100.0%
MSFT
Microsoft Corp

Technology
CALL
$149,000
300
Q2 2024
New holding
NFLX
Netflix Inc

Communication Services
CALL
$133,000
100
Q1 2025
New holding
UNH
Unitedhealth Group Inc

Healthcare
CALL
$62,000
200
Q2 2024
New holding
Invesco Qqq Tr
CALL
$0
500
Q2 2025
New holding

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
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