Mount Yale Investment Advisors, LLC Portfolio Holdings

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025

Mount Yale Investment Advisors, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 1499 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $143M, Spdr Portfolio S&P 500 Value E with a value of $42.7M, Spdr Ser Tr Msci Usa Strategic with a value of $38.9M, Spdr Portfolio with a value of $34.2M, and Pacer Fds Tr Us Cash Cows 100 with a value of $30.5M.

Examining the 13F form we can see an increase of $98.6M in the current position value, from $1.11B to 1.21B.

Below you can find more details about Mount Yale Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.21 Billion
ETFs: $401 Million
Technology: $285 Million
Financial Services: $105 Million
Communication Services: $82.1 Million
Consumer Cyclical: $78.2 Million
Healthcare: $59 Million
Industrials: $55.9 Million
Consumer Defensive: $39.7 Million
Other: $61 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.4B
$14,000 0.0% of portfolio
143
Q2 2025 New
$0
$25,000 0.0% of portfolio
4,483
Q2 2025 New
$0
$8,000 0.0% of portfolio
333
Q2 2025 New
$0
$36,000 0.0% of portfolio
2,333
Q2 2025 New
$0
$20,000 0.0% of portfolio
2,333
Q2 2025 New
$53.3B
$53,000 0.0% of portfolio
724
Q2 2025 New
$157M
$0 0.0% of portfolio
20
Q2 2025 New
$6B
$26,000 0.0% of portfolio
1,153
Q2 2025 New
$797M
$0 0.0% of portfolio
97
Q2 2025 New
$1.15B
$39,000 0.0% of portfolio
837
Q2 2025 New
$53.7B
$1,000 0.0% of portfolio
100
Q2 2025 New
$2.38B
$42,000 0.0% of portfolio
1,037
Q2 2025 New
$9.07B
$51,000 0.0% of portfolio
335
Q2 2025 New
$68.2B
$12,000 0.0% of portfolio
396
Q2 2025 New
$10.6B
$51,000 0.0% of portfolio
278
Q2 2025 New
Vestis Corporation
-
$0 0.0% of portfolio
-
Q2 2025 New
$20.6B
$4,000 0.0% of portfolio
74
Q2 2025 New
$11.2B
$5,000 0.0% of portfolio
90
Q2 2025 New
$23.7B
$22,000 0.0% of portfolio
329
Q2 2025 New
$6.76B
$4,000 0.0% of portfolio
34
Q2 2025 New
$10.2B
$2,000 0.0% of portfolio
71
Q2 2025 New
$17.7B
$10,000 0.0% of portfolio
38
Q2 2025 New
$8.42B
$35,000 0.0% of portfolio
705
Q2 2025 New
$12.1B
$55,000 0.0% of portfolio
204
Q2 2025 Reduced 88.99%
$16.7B
$18,000 0.0% of portfolio
275
Q2 2025 New
$22.8B
$31,000 0.0% of portfolio
489
Q2 2025 New
$7.33B
$22,000 0.0% of portfolio
425
Q2 2025 New
$44.3B
$29,000 0.0% of portfolio
674
Q2 2025 New
$12.1B
$59,000 0.0% of portfolio
1,357
Q2 2025 New
$1.4B
$7,000 0.0% of portfolio
167
Q2 2025 New
$30.9B
$20,000 0.0% of portfolio
124
Q2 2025 New
$19.7B
$1,000 0.0% of portfolio
15
Q2 2025 New
$18.2B
$37,000 0.0% of portfolio
253
Q2 2025 New
$4.43B
$26,000 0.0% of portfolio
641
Q2 2025 New
$5.44B
$1,000 0.0% of portfolio
128
Q2 2025 New
$14.1B
$12,000 0.0% of portfolio
27
Q2 2025 New
$7.87B
$2,000 0.0% of portfolio
28
Q2 2025 New
$4.65B
$45,000 0.0% of portfolio
1,034
Q2 2025 New
$60B
$3,000 0.0% of portfolio
14
Q2 2025 New
Fidelity Covington Trust
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$9,000 0.0% of portfolio
200
Q2 2025 New
$16.6B
$28,000 0.0% of portfolio
516
Q2 2025 New
$29B
$48,000 0.0% of portfolio
1,171
Q2 2025 New
$6.66B
$35,000 0.0% of portfolio
577
Q2 2025 New
$28.2B
$7,000 0.0% of portfolio
4
Q2 2025 New
$11.8B
$14,000 0.0% of portfolio
693
Q2 2025 New
$3.14B
$2,000 0.0% of portfolio
102
Q2 2025 New
$6.37B
$39,000 0.0% of portfolio
831
Q2 2025 New
$3.14B
$0 0.0% of portfolio
1
Q2 2025 Reduced 99.99%

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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