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
$173B
$986,000 0.08% of portfolio
14,379
Q2 2025 Added 4.71%
$44.8B
$985,000 0.08% of portfolio
5,279
Q2 2025 Reduced 1.84%
$129B
$943,000 0.08% of portfolio
4,505
Q2 2025 Reduced 18.95%
$95.9B
$971,000 0.08% of portfolio
20,989
Q2 2025 Reduced 61.59%
$108B
$942,000 0.08% of portfolio
2,919
Q2 2025 New
$21.9B
$958,000 0.08% of portfolio
4,034
Q2 2025 Added 29.29%
$96.1B
$956,000 0.08% of portfolio
5,759
Q2 2025 Added 3.24%
$269B
$985,000 0.08% of portfolio
6,994
Q2 2025 Added 12.77%
$177B
$933,000 0.08% of portfolio
8,092
Q2 2025 Added 175.05%
$32.7B
$1.02 Million 0.08% of portfolio
11,717
Q2 2025 Reduced 1.23%
$68.5B
$1.02 Million 0.08% of portfolio
6,543
Q2 2025 Added 47.46%
$14.4B
$876,000 0.07% of portfolio
9,652
Q2 2025 Added 7.71%
$38.4B
$799,000 0.07% of portfolio
4,316
Q2 2025 Reduced 4.0%
$121B
$837,000 0.07% of portfolio
5,601
Q2 2025 Reduced 2.3%
$119B
$894,000 0.07% of portfolio
18,891
Q2 2025 Added 13.02%
$61.9B
$801,000 0.07% of portfolio
4,091
Q2 2025 Added 67.18%
$12.2B
$882,000 0.07% of portfolio
4,459
Q2 2025 Added 5.54%
$27B
$897,000 0.07% of portfolio
105,892
Q2 2025 Added 78.32%
$66.7B
$833,000 0.07% of portfolio
7,885
Q2 2025 New
$25B
$833,000 0.07% of portfolio
49,722
Q2 2025 Added 7.32%
$15.5B
$856,000 0.07% of portfolio
11,644
Q2 2025 Added 46.1%
$0
$813,000 0.07% of portfolio
7,789
Q2 2025 Added 13.2%
$9.98B
$818,000 0.07% of portfolio
39,404
Q2 2025 Added 147.53%
$75.6B
$835,000 0.07% of portfolio
196,507
Q2 2025 Added 26.63%
$65.7B
$812,000 0.07% of portfolio
10,103
Q2 2025 Reduced 1.21%
$35.4B
$844,000 0.07% of portfolio
12,000
Q2 2025 Added 73.69%
$11.3B
$879,000 0.07% of portfolio
2,951
Q2 2025 Added 8.69%
$15.8B
$832,000 0.07% of portfolio
4,929
Q2 2025 Reduced 1.81%
$89.7B
$830,000 0.07% of portfolio
2,419
Q2 2025 Added 0.96%
$47.4B
$868,000 0.07% of portfolio
2,477
Q2 2025 Added 5.05%
$31.7B
$889,000 0.07% of portfolio
56,907
Q2 2025 Added 1.4%
$255B
$868,000 0.07% of portfolio
12,335
Q2 2025 Added 11.85%
$237B
$835,000 0.07% of portfolio
3,065
Q2 2025 Reduced 13.71%
$11.1B
$831,000 0.07% of portfolio
4,437
Q2 2025 Reduced 20.41%
$40.5B
$685,000 0.06% of portfolio
4,080
Q2 2025 New
$24.6B
$734,000 0.06% of portfolio
19,984
Q2 2025 Reduced 4.64%
$2.9B
$768,000 0.06% of portfolio
12,267
Q1 2025 Added 15.69%
$59B
$687,000 0.06% of portfolio
5,332
Q2 2025 New
$25.5B
$758,000 0.06% of portfolio
5,524
Q2 2025 Added 8.12%
$30.5B
$769,000 0.06% of portfolio
1,439
Q2 2025 Reduced 16.58%
$26B
$761,000 0.06% of portfolio
18,906
Q2 2025 Added 11.4%
$93.6B
$700,000 0.06% of portfolio
2,401
Q2 2025 Added 2.13%
$0
$691,000 0.06% of portfolio
7,467
Q2 2025 Added 19.05%
$6.75B
$763,000 0.06% of portfolio
8,471
Q2 2025 Added 1,355.5%
$6.27B
$731,000 0.06% of portfolio
32,473
Q2 2025 Added 41.03%
$27.3B
$758,000 0.06% of portfolio
22,381
Q2 2025 Added 6.79%
$15.1B
$707,000 0.06% of portfolio
6,445
Q2 2025 Reduced 0.49%
$77.2B
$760,000 0.06% of portfolio
7,227
Q2 2025 New
$205B
$668,000 0.06% of portfolio
5,085
Q2 2025 Reduced 0.16%

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
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email