Mount Yale Investment Advisors, LLC Purchases in Q3 2025

Mount Yale Investment Advisors, LLC

  • $1.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
88K
+ 6433.11%
$567.77 - $614.76 $50M - $54.1M
89.4K $54.7M
GLD
Spdr Gold Trust

ETFs
70.7K
+ 325.33%
$300.96 - $355.47 $21.3M - $25.1M
92.4K $32.8M
IEFA
Ishares Tr

ETFs
259K
+ 887.1%
$81.7 - $87.53 $21.2M - $22.7M
288K $25.2M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
449K
New
$49.05 - $49.99 $22M - $22.5M
449K $22.4M
MSFT
Microsoft Corp

Technology
33.6K
+ 80.55%
$491.09 - $535.64 $16.5M - $18M
75.4K $39M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
704K
New
$25.21 - $25.99 $17.8M - $18.3M
704K $18.2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
775K
New
$22.9 - $23.58 $17.7M - $18.3M
775K $18.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
199K
New
$81.75 - $84.54 $16.3M - $16.8M
199K $16.7M
AVGO
Broadcom Inc.

Technology
45.7K
+ 148.68%
$264.74 - $369.57 $12.1M - $16.9M
76.4K $25.2M
EXR
Extra Space Storage Inc.

Real Estate
112K
+ 44449.41%
$134.36 - $152.88 $15.1M - $17.2M
113K $15.9M
NVDA
Nvidia Corp

Technology
70K
+ 79.21%
$153.3 - $186.58 $10.7M - $13.1M
158K $29.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
444K
New
$25.67 - $27.21 $11.4M - $12.1M
444K $12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
116K
+ 2446.11%
$97.75 - $100.75 $11.3M - $11.7M
121K $12.1M
VGLT
Vanguard Long Term Treasury Et

ETFs
202K
+ 1344506.62%
$54.21 - $57.41 $10.9M - $11.6M
202K $11.5M
LLY
Eli Lilly & CO

Healthcare
14.8K
+ 436.23%
$625.65 - $812.69 $9.26M - $12M
18.2K $13.9M
SIVR
Abrdn Silver ETF Trust

ETFs
252K
New
$34.34 - $44.62 $8.64M - $11.2M
252K $11.2M
VO
Vanguard Mid Cap ETF

ETFs
34.7K
+ 10719.75%
$279.83 - $293.74 $9.72M - $10.2M
35.1K $10.3M
HYLS
First Tr Tactical High Yield L

ETFs
238K
New
$41.62 - $42.32 $9.9M - $10.1M
238K $10M
ORCC
Owl Rock Capital Corp

Financial Services
612K
New
N/A
612K $8.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
118K
+ 88.21%
$62.09 - $66.51 $7.35M - $7.87M
252K $16.5M
JMBS
Janus Detroit Str Tr Henderson

ETFs
169K
New
$44.34 - $45.94 $7.48M - $7.75M
169K $7.7M
JPM
Jpmorgan Chase & CO

Financial Services
20.1K
+ 56.01%
$282.78 - $316.06 $5.67M - $6.34M
55.9K $17.6M
ORCL
Oracle Corp

Technology
22.8K
+ 206.78%
$218.96 - $328.33 $4.98M - $7.47M
33.8K $9.5M
CVX
Chevron Corp

Energy
42.9K
+ 257.17%
$145.57 - $161.83 $6.24M - $6.94M
59.6K $9.25M
SPSB
Spdr Portfolio Short Term Corp

ETFs
217K
New
$30.02 - $30.29 $6.51M - $6.57M
217K $6.57M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50.7K
+ 135.91%
$108.46 - $120.63 $5.5M - $6.11M
87.9K $10.5M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
49.3K
New
$112.94 - $129.99 $5.57M - $6.41M
49.3K $6.31M
OWL
Blue Owl Capital Inc.

Financial Services
367K
+ 5256.94%
$16.93 - $20.8 $6.22M - $7.64M
374K $6.34M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
72.2K
New
$79.89 - $83.25 $5.77M - $6.01M
72.2K $5.98M
IEMG
Ishares Inc

ETFs
111K
+ 178.1%
N/A
173K $9.31M
IQLT
Ishares Msci Intl Quality Fact

ETFs
131K
New
$41.43 - $44.2 $5.41M - $5.77M
131K $5.77M
FTCS
First Trust Capital Strength E

ETFs
59.6K
New
$89.72 - $93.74 $5.35M - $5.59M
59.6K $5.58M
VTV
Vanguard Value ETF

ETFs
29.5K
+ 1730.22%
$175.51 - $186.57 $5.17M - $5.5M
31.2K $5.82M
MCD
Mcdonalds Corp

Consumer Cyclical
17.8K
+ 336.01%
$291.67 - $316.99 $5.19M - $5.64M
23.1K $7.02M
JNJ
Johnson & Johnson

Healthcare
26.6K
+ 169.11%
$155.17 - $185.42 $4.12M - $4.93M
42.3K $7.84M
RDVY
First Trust Rising Dividend Ac

ETFs
75.4K
+ 115.2%
$62.38 - $67.29 $4.71M - $5.08M
141K $9.48M
JHML
John Hancock Multifactor Large

ETFs
65.8K
New
$73.53 - $78.37 $4.84M - $5.16M
65.8K $5.16M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
114K
New
$42.39 - $44.63 $4.83M - $5.09M
114K $5.08M
VBR
Vanguard Small Cap Value ETF

ETFs
24K
+ 8287.24%
$195.41 - $212.37 $4.7M - $5.1M
24.3K $5.08M
FVD
First Tr Value Line Divid Inde

ETFs
104K
New
$44.73 - $46.86 $4.65M - $4.87M
104K $4.8M
META
Meta Platforms, Inc.

Communication Services
6.48K
+ 52.71%
$695.21 - $791.73 $4.5M - $5.13M
18.8K $13.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
162K
New
$28.38 - $29.05 $4.6M - $4.7M
162K $4.68M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
20.4K
+ 4623.08%
$195.29 - $223.85 $3.99M - $4.57M
20.9K $4.64M
VEA
Vanguard Ftse Developed Market

ETFs
69.5K
+ 8307.17%
$56.02 - $60.3 $3.9M - $4.19M
70.4K $4.22M
GSID
Goldman Sachs ETF Tr Marketbet

ETFs
60.2K
New
$62.5 - $67.07 $3.76M - $4.04M
60.2K $4.01M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
28.1K
New
$136.48 - $142.97 $3.84M - $4.02M
28.1K $3.94M
RTX
Raytheon Technologies Corp

Industrials
23.3K
+ 3135.22%
$144.19 - $167.33 $3.36M - $3.9M
24.1K $4.03M
XLG
Invesco Exchange Traded Fd Tr

ETFs
66.3K
New
$51.78 - $57.89 $3.43M - $3.84M
66.3K $3.81M
FPE
First Tr Pfd Secs & Income ETF

ETFs
209K
New
$17.81 - $18.39 $3.72M - $3.84M
209K $3.81M
Activity Summary
Buys All Purchases 508 New Holdings 191 Increased Positions 317 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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