Mount Yale Investment Advisors, LLC Asset Management

Mount Yale Investment Advisors, LLC

  • $1.38 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.09B
$6.34 Million 0.46% of portfolio
374,236
Q3 2025 Added 5,256.94%
$0
$3.46 Million 0.25% of portfolio
164,532
Q3 2025 New
$0
$3.43 Million 0.25% of portfolio
229,296
Q3 2025 New
$0
$3.37 Million 0.25% of portfolio
277,023
Q3 2025 New
$2.24B
$3.24 Million 0.24% of portfolio
171,516
Q3 2025 Added 2.59%
$4.41B
$2.87 Million 0.21% of portfolio
110,202
Q3 2025 New
$0
$1.59 Million 0.12% of portfolio
78,085
Q3 2025 Added 2,427.02%
$1.18B
$1.31 Million 0.1% of portfolio
6,890
Q3 2025 New
$393M
$1.26 Million 0.09% of portfolio
8,989
Q3 2025 Reduced 11.05%
$98.1B
$1.23 Million 0.09% of portfolio
7,181
Q3 2025 Added 28.21%
$47B
$1.1 Million 0.08% of portfolio
2,245
Q3 2025 Reduced 34.81%
$89.3B
$901,000 0.07% of portfolio
8,276
Q3 2025 Added 356.23%
$0
$900,000 0.07% of portfolio
60,338
Q3 2025 New
$0
$886,000 0.06% of portfolio
80,226
Q3 2025 New
$0
$799,000 0.06% of portfolio
29,472
Q3 2025 New
$0
$770,000 0.06% of portfolio
61,806
Q3 2025 New
$103B
$393,000 0.03% of portfolio
3,027
Q3 2025 Added 100.07%
$0
$358,000 0.03% of portfolio
18,605
Q3 2025 New
$517M
$263,000 0.02% of portfolio
17,032
Q3 2025 New
$0
$243,000 0.02% of portfolio
29,637
Q3 2025 New
$78.4B
$242,000 0.02% of portfolio
1,822
Q3 2025 Reduced 12.74%
$0
$234,000 0.02% of portfolio
11,841
Q3 2025 New
$24.4B
$227,000 0.02% of portfolio
1,424
Q3 2025 Added 601.48%
$0
$225,000 0.02% of portfolio
17,318
Q3 2025 New
$0
$224,000 0.02% of portfolio
25,000
Q3 2025 New
$0
$217,000 0.02% of portfolio
9,078
Q3 2025 Added 2,626.13%
$0
$197,000 0.01% of portfolio
38,478
Q3 2025 New
$0
$196,000 0.01% of portfolio
24,463
Q3 2025 New
$0
$183,000 0.01% of portfolio
12,141
Q3 2025 New
$0
$158,000 0.01% of portfolio
27,950
Q3 2025 New
$0
$155,000 0.01% of portfolio
12,181
Q3 2025 New
$0
$154,000 0.01% of portfolio
10,000
Q3 2025 New
$0
$137,000 0.01% of portfolio
16,350
Q3 2025 New
$0
$127,000 0.01% of portfolio
12,116
Q3 2025 New
$0
$95,000 0.01% of portfolio
27,700
Q3 2025 New
$0
$94,000 0.01% of portfolio
15,967
Q3 2025 New
$0
$84,000 0.01% of portfolio
16,098
Q3 2025 New
$0
$81,000 0.01% of portfolio
13,500
Q3 2025 New
$0
$60,000 0.0% of portfolio
10,000
Q3 2025 New
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