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
HD
Home Depot, Inc.

Consumer Cyclical
2.49K
+ 25.59%
$385.02 - $431.37 $959K - $1.07M
12.2K $4.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.29K
+ 36.54%
$567.81 - $607.81 $732K - $783K
4.82K $2.82M
JPIE
J P Morgan Exchange Traded Fd
22.2K
+ 7.82%
$45.59 - $46.25 $1.01M - $1.03M
306K $14M
GLBE
Global E Online Ltd.

Consumer Cyclical
12.1K
+ 143.75%
$35.95 - $57.07 $435K - $690K
20.5K $1.12M
MDLZ
Mondelez International, Inc.

Consumer Defensive
12.5K
New
$59.25 - $72.99 $742K - $914K
12.5K $748K
SE
Sea LTD

Consumer Cyclical
4.11K
+ 16.75%
$93.56 - $117.41 $385K - $483K
28.7K $3.04M
VONG
Vanguard Russell 1000 Growth E

ETFs
7.03K
New
$95.27 - $107.82 $669K - $757K
7.03K $725K
GS
Goldman Sachs Group Inc

Financial Services
529
+ 9.74%
$486.1 - $608.57 $257K - $322K
5.96K $3.41M
DXCM
Dexcom Inc

Healthcare
9.17K
New
$65.68 - $81.01 $602K - $743K
9.17K $713K
ROK
Rockwell Automation, Inc

Industrials
2.49K
New
$264.65 - $302.92 $660K - $755K
2.49K $712K
GE
General Electric CO

Industrials
4.33K
+ 315.83%
$159.95 - $194.23 $693K - $841K
5.7K $950K
BDX
Becton Dickinson & CO

Healthcare
3.04K
New
$220.02 - $243.75 $668K - $740K
3.04K $688K
SKM
Sk Telecom CO LTD

Communication Services
31.3K
New
$21.04 - $24.27 $658K - $759K
31.3K $657K
IWP
Ishares Russell Mid Cap Growth

ETFs
4.87K
+ 202.96%
$116.4 - $138.52 $567K - $675K
7.27K $921K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.1K
+ 26.21%
$275.15 - $388.2 $302K - $426K
5.29K $1.81M
PH
Parker Hannifin Corp

Industrials
988
New
$621.74 - $709.46 $614K - $701K
988 $628K
UBER
Uber Technologies, Inc

Technology
10.1K
New
$59.93 - $86.34 $604K - $870K
10.1K $607K
GBIL
Goldman Sachs Access Treasury

ETFs
5.85K
New
$99.85 - $100.22 $584K - $586K
5.85K $584K
MUB
Ishares National Muni Bond ETF

ETFs
5.6K
+ 63.16%
$105.78 - $108.7 $593K - $609K
14.5K $1.54M
LPLA
Lpl Financial Holdings Inc.

Financial Services
972
+ 35.72%
$229.85 - $335.91 $223K - $327K
3.69K $1.21M
ATR
Aptargroup, Inc.

Healthcare
3.66K
+ 288.5%
$156.73 - $176.15 $574K - $645K
4.93K $775K
BX
Blackstone Inc.

Financial Services
3.07K
+ 153.81%
$148.45 - $199.05 $456K - $611K
5.07K $873K
XLC
Select Sector Spdr Tr Communic

ETFs
3.56K
+ 11.4%
$89.66 - $102.16 $319K - $364K
34.8K $3.37M
SCHW
Schwab Charles Corp

Financial Services
4.15K
+ 16.86%
$63.31 - $82.85 $263K - $344K
28.8K $2.13M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4.16K
New
$110.69 - $154.48 $460K - $642K
4.16K $528K
PPL
Ppl Corp

Utilities
16.2K
New
$31.47 - $35.0 $511K - $568K
16.2K $526K
ORCL
Oracle Corp

Technology
3.48K
+ 22.25%
$165.41 - $192.43 $575K - $669K
19.1K $3.18M
DE
Deere & CO

Industrials
1.17K
+ 73.77%
$389.45 - $466.0 $457K - $547K
2.76K $1.17M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
10.8K
New
$40.84 - $42.74 $441K - $461K
10.8K $441K
LOW
Lowes Companies Inc

Consumer Cyclical
2.24K
+ 46.12%
$244.52 - $284.07 $547K - $636K
7.09K $1.75M
SYY
Sysco Corp

Consumer Defensive
5.78K
+ 75.36%
$73.63 - $81.77 $426K - $473K
13.5K $1.03M
ERIC
Ericsson Lm Telephone CO

Technology
53K
New
$7.36 - $8.59 $390K - $455K
53K $427K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.14K
New
$44.33 - $49.55 $405K - $453K
9.14K $410K
IWM
Ishares Russell 2000 ETF

ETFs
1.84K
+ 9.84%
$216.13 - $242.4 $397K - $446K
20.5K $4.54M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12.8K
New
$29.73 - $30.81 $380K - $394K
12.8K $389K
FTLS
First Tr Long/Short Equity ETF

ETFs
5.89K
New
$63.1 - $67.29 $372K - $396K
5.89K $387K
GIS
General Mills Inc

Consumer Defensive
5.99K
New
$62.78 - $74.62 $376K - $447K
5.99K $381K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.64K
+ 50.86%
$78.43 - $87.17 $364K - $405K
13.8K $1.1M
AXP
American Express CO

Financial Services
956
+ 26.02%
$267.35 - $305.57 $256K - $292K
4.63K $1.37M
HTGC
Hercules Capital, Inc.

Financial Services
15.5K
+ 11.71%
$18.53 - $20.22 $287K - $313K
148K $2.96M
IWF
Ishares Russell 1000 Gr ETF

ETFs
619
+ 13.54%
$370.24 - $418.94 $229K - $259K
5.19K $2.08M
IYY
Ishares Tr

ETFs
2.57K
New
$138.14 - $149.13 $354K - $383K
2.57K $367K
ASML
Asml Holding Nv

Technology
1.1K
+ 38.36%
$658.43 - $872.27 $723K - $958K
3.96K $2.74M
MA
Mastercard Inc

Financial Services
448
+ 11.96%
$491.3 - $536.15 $220K - $240K
4.19K $2.21M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
2.34K
New
$124.55 - $167.32 $291K - $391K
2.34K $354K
HDV
Ishares Core High Dividend ETF

ETFs
3.09K
New
$110.82 - $121.28 $342K - $374K
3.09K $346K
EMR
Emerson Electric CO

Industrials
2.28K
+ 67.44%
$108.13 - $134.33 $247K - $307K
5.67K $702K
COP
Conocophillips

Energy
3.61K
+ 57.71%
$95.12 - $114.72 $344K - $414K
9.87K $978K
ZD
Ziff Davis, Inc.

Communication Services
5.86K
New
$43.77 - $59.99 $256K - $351K
5.86K $318K
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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