Mount Yale Investment Advisors, LLC Options Holdings

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AAPL
Apple Inc.

Technology
PUT
$5.31 Million
22.8K
Q3 2024
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
PUT
$1.44 Million
5.5K
Q2 2024
New holding
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$488,000
1K
Q2 2024
New holding
IWM
Ishares Russell 2000 ETF

ETFs
CALL
$552,000
2.5K
Q2 2024
New holding
NVDA
Nvidia Corp

Technology
CALL
$364,000
3K
Q2 2024
New holding
RELX
Relx PLC

Communication Services
CALL
$237,000
5K
Q3 2024
New holding
META
Meta Platforms, Inc.

Communication Services
CALL
$57,000
100
Q2 2024
New holding
UNH
Unitedhealth Group Inc

Healthcare
CALL
$116,000
200
Q2 2024
New holding
MSFT
Microsoft Corp

Technology
CALL
$129,000
300
Q2 2024
New holding
GE
General Electric CO

Industrials
CALL
$18,000
100
Q3 2024
New holding
EA
Electronic Arts Inc.

Communication Services
CALL
$14,000
100
Q3 2024
New holding
QNST
Quinstreet, Inc

Communication Services
CALL
$3,000
200
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 547
  • Current Value $1.03 Billion
  • Prior Value $1.25 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 69 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 317 stocks
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