Mount Yale Investment Advisors, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.03 Billion distributed in 547 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $190M, Ishares Core S&P 500 ETF with a value of $35.6M, Microsoft Corp with a value of $15.6M, Alphabet Inc. with a value of $14.5M, and J P Morgan Exchange Traded Fd with a value of $13.2M.
Examining the 13F form we can see an decrease of $220M in the current position value, from $1.25B to 1.03B.
Below you can find more details about Mount Yale Investment Advisors, LLC portfolio as well as his latest detailed transactions.