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
IAU
Ishares Gold Trust

ETFs
6.23K
New
$48.37 - $52.65 $301K - $328K
6.23K $308K
VST
Vistra Corp.

Utilities
808
+ 8.08%
$115.74 - $166.61 $93.5K - $135K
10.8K $1.49M
CDNS
Cadence Design Systems Inc

Technology
920
+ 100.77%
$249.1 - $324.54 $229K - $299K
1.83K $550K
BMY
Bristol Myers Squibb CO

Healthcare
532
+ 0.97%
$51.92 - $59.94 $27.6K - $31.9K
55.1K $3.12M
KBR
Kbr, Inc.

Industrials
5.01K
New
$55.19 - $72.02 $276K - $361K
5.01K $290K
PATK
Patrick Industries Inc

Consumer Cyclical
3.48K
New
$82.71 - $146.16 $288K - $509K
3.48K $289K
SHOP
Shopify Inc.

Technology
2.7K
New
$78.14 - $119.49 $211K - $323K
2.7K $287K
PAR
Par Technology Corp

Technology
3.93K
New
$49.67 - $81.14 $195K - $319K
3.93K $285K
ITRI
Itron, Inc.

Technology
2.63K
New
$101.26 - $124.45 $267K - $328K
2.63K $285K
LMT
Lockheed Martin Corp

Industrials
755
+ 71.36%
$479.66 - $614.62 $362K - $464K
1.81K $881K
GLOB
Globant S.A.

Technology
1.02K
+ 38.02%
$193.45 - $236.83 $197K - $241K
3.7K $793K
GRAB
Grab Holdings LTD

Technology
55.4K
New
$3.6 - $5.67 $200K - $314K
55.4K $261K
SHV
Ishares Tr

ETFs
2.37K
+ 124.24%
$109.92 - $110.57 $260K - $262K
4.27K $470K
APG
A Pi Group Corp

Industrials
6.91K
New
$31.48 - $39.26 $218K - $271K
6.91K $248K
ECL
Ecolab Inc.

Basic Materials
1.05K
New
$234.32 - $261.43 $246K - $275K
1.05K $246K
PG
Procter & Gamble CO

Consumer Defensive
2.84K
+ 6.78%
$161.05 - $179.7 $457K - $510K
44.7K $7.49M
IBM
International Business Machines Corp

Technology
1.23K
+ 5.93%
$204.9 - $238.04 $253K - $294K
22K $4.84M
TJX
Tjx Companies Inc

Consumer Cyclical
1.53K
+ 8.71%
$112.15 - $127.2 $172K - $195K
19.1K $2.31M
MCK
Mckesson Corp

Healthcare
218
+ 14.16%
$482.27 - $628.5 $105K - $137K
1.76K $1M
RDVY
First Trust Rising Dividend Ac

ETFs
4.08K
+ 7.15%
$58.65 - $64.37 $240K - $263K
61.2K $3.62M
HOOD
Robinhood Markets, Inc.

Technology
6.38K
New
$22.33 - $43.2 $142K - $276K
6.38K $237K
TREX
Trex CO Inc

Industrials
3.39K
New
$62.94 - $79.88 $214K - $271K
3.39K $234K
CNI
Canadian National Railway CO

Industrials
2.29K
New
$100.62 - $117.12 $231K - $268K
2.29K $232K
PSN
Parsons Corp

Industrials
2.5K
New
$92.25 - $113.31 $231K - $283K
2.5K $230K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
931
New
$238.25 - $261.28 $222K - $243K
931 $225K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.05K
+ 3.07%
$126.68 - $134.74 $260K - $277K
68.9K $8.8M
CPRT
Copart Inc

Consumer Cyclical
48
+ 0.11%
$51.36 - $63.8 $2.47K - $3.06K
43.2K $2.48M
RE
Everest Re Group LTD

Financial Services
580
+ 4.91%
N/A
12.4K $4.59M
SPMD
Spdr Portfolio

ETFs
3.89K
New
$54.13 - $59.56 $211K - $232K
3.89K $212K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
720
New
$278.19 - $315.36 $200K - $227K
720 $207K
BECN
Beacon Roofing Supply Inc

Industrials
2.02K
New
$84.82 - $113.77 $171K - $229K
2.02K $204K
RSTN
Rde, Inc.
100K
New
$2.0 - $2.0 $200K - $200K
100K $200K
BA
Boeing CO

Industrials
635
+ 19.54%
$138.14 - $180.72 $87.7K - $115K
3.89K $687K
WIT
Wipro LTD

Technology
53.2K
New
$3.54 - $7.24 $188K - $385K
53.2K $188K
PANW
Palo Alto Networks Inc

Technology
1.6K
+ 243.9%
$181.96 - $405.9 $291K - $649K
2.26K $410K
NOW
Service Now, Inc.

Technology
58
+ 7.69%
$867.18 - $1148.42 $50.3K - $66.6K
812 $860K
KO
Coca Cola CO

Consumer Defensive
4.54K
+ 44.81%
$61.74 - $71.71 $280K - $325K
14.7K $912K
GLD
Spdr Gold Trust

ETFs
842
+ 4.32%
$236.59 - $257.5 $199K - $217K
20.3K $4.93M
FE
Firstenergy Corp

Utilities
5.35K
+ 62.56%
$39.14 - $44.52 $209K - $238K
13.9K $553K
RHI
Robert Half International Inc.

Industrials
2.32K
+ 82.91%
$65.55 - $76.8 $152K - $178K
5.13K $361K
MDT
Medtronic PLC

Healthcare
3.02K
+ 43.69%
$79.61 - $92.24 $240K - $278K
9.92K $792K
EARN
Ellington Residential Mortgage Reit

Real Estate
23K
New
$6.33 - $7.03 $146K - $162K
23K $152K
ATEC
Alphatec Holdings, Inc.

Healthcare
16.5K
New
$4.98 - $10.48 $82.3K - $173K
16.5K $151K
USFD
Us Foods Holding Corp.

Consumer Defensive
46
+ 0.2%
$60.65 - $72.33 $2.79K - $3.33K
23.5K $1.59M
INN
Summit Hotel Properties, Inc.

Real Estate
20.5K
New
$6.06 - $7.14 $124K - $146K
20.5K $140K
CME
Cme Group Inc.

Financial Services
56
+ 0.56%
$221.17 - $246.02 $12.4K - $13.8K
10.1K $2.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.75K
+ 3.8%
$113.92 - $127.38 $200K - $223K
47.9K $5.51M
ABT
Abbott Laboratories

Healthcare
1.26K
+ 5.34%
$111.93 - $119.39 $141K - $151K
24.9K $2.82M
COIN
Coinbase Global, Inc.

Technology
83
+ 6.41%
$163.17 - $343.62 $13.5K - $28.5K
1.38K $342K
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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