Mount Yale Investment Advisors, LLC Purchases in Q4 2024

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.37M
New
$51.09 - $55.27 $69.8M - $75.5M
1.37M $69.9M
SPYG
Spdr Portfolio

ETFs
602K
New
$81.74 - $91.38 $49.2M - $55M
602K $52.9M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
241K
New
$154.42 - $163.91 $37.2M - $39.5M
241K $37.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
547K
New
$56.06 - $61.35 $30.7M - $33.6M
547K $30.9M
AMZN
Amazon Com Inc

Consumer Cyclical
30.1K
+ 68.71%
$180.88 - $232.93 $5.45M - $7.02M
74K $16.2M
GOOGL
Alphabet Inc.

Communication Services
25.5K
+ 29.15%
$161.86 - $196.66 $4.12M - $5.01M
113K $21.3M
JPM
Jpmorgan Chase & CO

Financial Services
21.4K
+ 141.61%
$205.18 - $250.29 $4.4M - $5.37M
36.6K $8.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.5K
+ 80.71%
$442.29 - $483.08 $5.1M - $5.57M
25.8K $11.7M
IVV
Ishares Core S&P 500 ETF

ETFs
7.44K
+ 12.04%
$570.51 - $610.59 $4.24M - $4.54M
69.2K $40.8M
DAL
Delta Air Lines, Inc.

Industrials
59.4K
New
$47.46 - $65.77 $2.82M - $3.91M
59.4K $3.59M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
15.3K
+ 186.61%
$209.89 - $233.24 $3.22M - $3.58M
23.6K $5M
NOC
Northrop Grumman Corp

Industrials
6.82K
+ 1284.37%
$466.52 - $543.88 $3.18M - $3.71M
7.35K $3.45M
NEE
Nextera Energy Inc

Utilities
47.6K
+ 199.96%
$69.77 - $85.43 $3.32M - $4.06M
71.3K $5.11M
UNH
Unitedhealth Group Inc

Healthcare
8.07K
+ 63.09%
$485.52 - $625.25 $3.92M - $5.04M
20.9K $10.5M
SAP
Sap Se

Technology
11.1K
+ 208.23%
$218.13 - $255.54 $2.41M - $2.83M
16.4K $4.03M
NVDA
Nvidia Corp

Technology
13K
+ 17.15%
$117.0 - $148.88 $1.53M - $1.94M
89.1K $12M
TGT
Target Corp

Consumer Defensive
20.2K
+ 358.71%
$121.59 - $160.69 $2.45M - $3.24M
25.8K $3.49M
TSLA
Tesla, Inc.

Consumer Cyclical
2.65K
+ 25.84%
$213.65 - $479.86 $567K - $1.27M
12.9K $5.22M
SLB
Schlumberger Limited

Energy
66K
+ 166.27%
$36.83 - $45.59 $2.43M - $3.01M
106K $4.05M
UHS
Universal Health Services Inc

Healthcare
13.2K
New
$175.8 - $236.9 $2.32M - $3.12M
13.2K $2.36M
MSFT
Microsoft Corp

Technology
5.96K
+ 16.38%
$406.35 - $454.46 $2.42M - $2.71M
42.3K $17.8M
DIS
Walt Disney CO

Communication Services
13.4K
+ 38.65%
$92.39 - $117.6 $1.24M - $1.58M
48.2K $5.37M
QCOM
Qualcomm Inc

Technology
13.3K
+ 175.05%
$150.4 - $178.04 $2M - $2.37M
20.9K $3.21M
GOOG
Alphabet Inc.

Communication Services
1.07K
+ 1.46%
$163.08 - $198.16 $175K - $212K
74.5K $14.2M
NFLX
Netflix Inc

Communication Services
1.32K
+ 40.63%
$687.65 - $936.56 $909K - $1.24M
4.58K $4.08M
AMAT
Applied Materials Inc

Technology
11.6K
+ 335.45%
$161.44 - $213.89 $1.87M - $2.48M
15K $2.45M
IWD
Ishares Russell 1000 Val ETF

ETFs
9.05K
New
$183.23 - $199.79 $1.66M - $1.81M
9.05K $1.68M
IJK
Ishares S&P Midcap 400 Growth

ETFs
17.2K
New
$90.66 - $99.46 $1.56M - $1.71M
17.2K $1.56M
NXPI
Nxp Semiconductors N.V.

Technology
8.22K
+ 141.02%
$207.27 - $255.58 $1.7M - $2.1M
14.1K $2.92M
CVX
Chevron Corp

Energy
10.4K
+ 94.75%
$141.15 - $162.53 $1.47M - $1.7M
21.5K $3.11M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
25.3K
New
$52.1 - $57.26 $1.32M - $1.45M
25.3K $1.32M
V
Visa Inc.

Financial Services
2.65K
+ 24.9%
$273.87 - $320.91 $726K - $850K
13.3K $4.2M
CTRA
Coterra Energy Inc.

Energy
49.8K
New
$22.71 - $27.63 $1.13M - $1.38M
49.8K $1.27M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.79K
New
$201.32 - $217.44 $1.17M - $1.26M
5.79K $1.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.18K
+ 216.4%
$521.84 - $558.82 $1.14M - $1.22M
3.18K $1.72M
IEFA
Ishares Tr

ETFs
20.1K
+ 50.82%
$70.06 - $77.43 $1.41M - $1.56M
59.7K $4.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.48K
+ 4.31%
$172.07 - $207.36 $254K - $306K
35.7K $7.05M
UAL
United Airlines Holdings, Inc.

Industrials
11.1K
New
$55.62 - $102.44 $619K - $1.14M
11.1K $1.08M
EFV
Msci Eafe Value ETF

ETFs
28.3K
+ 32.71%
$51.78 - $57.15 $1.47M - $1.62M
115K $6.03M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
17.1K
New
$55.73 - $66.16 $954K - $1.13M
17.1K $1.03M
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.54K
+ 62.47%
$124.26 - $134.12 $937K - $1.01M
19.6K $2.52M
BCS
Barclays PLC

Financial Services
75.5K
New
$11.65 - $13.67 $880K - $1.03M
75.5K $1M
COST
Costco Wholesale Corp

Consumer Defensive
1.07K
+ 281.53%
$873.59 - $994.69 $932K - $1.06M
1.45K $1.32M
ACWI
Ishares Msci Acwi ETF

ETFs
8.27K
New
$117.05 - $123.03 $968K - $1.02M
8.27K $971K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
8.61K
New
$87.56 - $119.8 $754K - $1.03M
8.61K $944K
DGRO
Ishares Core Dividend Growth E

ETFs
16.6K
+ 30.09%
$60.73 - $64.94 $1.01M - $1.08M
71.8K $4.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
14.5K
New
$57.29 - $63.1 $832K - $916K
14.5K $833K
GDDY
Go Daddy Inc.

Technology
3.78K
+ 205.26%
$153.16 - $209.03 $579K - $791K
5.63K $1.11M
IEMG
Ishares Inc

ETFs
15.1K
+ 53.05%
N/A
43.7K $2.34M
Activity Summary
Buys All Purchases 263 New Holdings 74 Increased Positions 189 Sells All Sells 260 Reductions 260 Sold out 0 Options Calls 4 Puts 7
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