Mount Yale Investment Advisors, LLC Specialty Industrial Machinery

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.2B
$1.37 Million 0.11% of portfolio
4,125
Q2 2025 Reduced 15.97%
$96.6B
$754,000 0.06% of portfolio
1,080
Q2 2025 Added 6.51%
$306B
$680,000 0.06% of portfolio
2,643
Q2 2025 Added 17.62%
$145B
$551,000 0.05% of portfolio
1,545
Q2 2025 Added 3.41%
$78.6B
$529,000 0.04% of portfolio
3,972
Q2 2025 Reduced 25.87%
$8.64B
$448,000 0.04% of portfolio
2,674
Q2 2025 Added 1.48%
$4.73B
$384,000 0.03% of portfolio
2,007
Q2 2025 Added 10.82%
$7.45B
$376,000 0.03% of portfolio
1,531
Q2 2025 Added 26.32%
$12.3B
$307,000 0.03% of portfolio
1,436
Q2 2025 Added 3.46%
$55.1B
$299,000 0.02% of portfolio
529
Q2 2025 Added 1.15%
$8.29B
$179,000 0.01% of portfolio
2,500
Q2 2025 New
$9.01B
$155,000 0.01% of portfolio
2,243
Q2 2025 New
$6.9B
$105,000 0.01% of portfolio
4,598
Q2 2025 New
$80B
$103,000 0.01% of portfolio
420
Q2 2025 New
$36.7B
$102,000 0.01% of portfolio
1,034
Q2 2025 New
$56.3B
$93,000 0.01% of portfolio
284
Q2 2025 New
$25.8B
$65,000 0.01% of portfolio
510
Q2 2025 New
$6.95B
$64,000 0.01% of portfolio
1,232
Q2 2025 New
$1.62B
$46,000 0.0% of portfolio
1,476
Q2 2025 New
$2.38B
$42,000 0.0% of portfolio
1,037
Q2 2025 New
$4.52B
$27,000 0.0% of portfolio
95
Q2 2025 New
$31.6B
$9,000 0.0% of portfolio
110
Q2 2025 New
$9.51B
$7,000 0.0% of portfolio
55
Q2 2025 New
$42.5B
$5,000 0.0% of portfolio
29
Q2 2025 New
$14.4B
$3,000 0.0% of portfolio
39
Q2 2025 New
$4.46B
$2,000 0.0% of portfolio
100
Q2 2025 New
$17.5B
$2,000 0.0% of portfolio
25
Q2 2025 New
$6.9B
$1,000 0.0% of portfolio
9
Q2 2025 New
$516M
$0 0.0% of portfolio
46
Q2 2025 New
$9.05B
$0 0.0% of portfolio
7
Q2 2025 New
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