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
GGB
Gerdau S.A.

Basic Materials
35K
New
$2.88 - $3.61 $101K - $126K
35K $100K
OWL
Blue Owl Capital Inc.

Financial Services
168
+ 0.69%
$19.51 - $24.81 $3.28K - $4.17K
24.6K $572K
KNSL
Kinsale Capital Group, Inc.

Financial Services
203
+ 37.87%
$424.05 - $524.22 $86.1K - $106K
739 $343K
CNP
Centerpoint Energy Inc

Utilities
1.48K
+ 7.26%
$28.58 - $32.66 $42.2K - $48.2K
21.8K $692K
FLEX
Flex Ltd.

Technology
115
+ 0.65%
$32.52 - $41.3 $3.74K - $4.75K
17.8K $683K
ANET
Arista Networks, Inc.

Technology
5.43K
+ 289.49%
$104.78 - $431.02 $568K - $2.34M
7.3K $806K
VUZI
Vuzix Corp

Technology
22.1K
New
$0.91 - $5.26 $20.1K - $116K
22.1K $87K
LITE
Lumentum Holdings Inc.

Technology
66
+ 1.77%
$61.49 - $94.9 $4.06K - $6.26K
3.8K $319K
SLV
I Shares Silver Trust

ETFs
6.07K
+ 16.32%
$26.33 - $31.74 $160K - $193K
43.2K $1.14M
EW
Edwards Lifesciences Corp

Healthcare
162
+ 1.93%
$64.54 - $75.92 $10.5K - $12.3K
8.56K $633K
SOXX
Ishares Semiconductor ETF

ETFs
1.58K
+ 9.09%
$211.27 - $239.8 $334K - $380K
19K $4.1M
VGT
Vanguard Information Technolog

ETFs
60
+ 5.84%
$571.78 - $647.97 $34.3K - $38.9K
1.09K $675K
KEYS
Keysight Technologies, Inc.

Technology
414
+ 14.88%
$149.01 - $172.53 $61.7K - $71.4K
3.2K $513K
IXN
Ishares Global Information Tec

ETFs
289
+ 1.36%
$80.67 - $87.84 $23.3K - $25.4K
21.5K $1.82M
MGNI
Magnite, Inc.

Communication Services
1.15K
+ 4.74%
$11.91 - $18.0 $13.7K - $20.7K
25.4K $404K
BYD
Boyd Gaming Corp

Consumer Cyclical
523
+ 13.77%
$62.5 - $75.64 $32.7K - $39.6K
4.32K $313K
VZ
Verizon Communications Inc

Communication Services
2.46K
+ 39.18%
$39.6 - $45.21 $97.5K - $111K
8.75K $349K
HPE
Hewlett Packard Enterprise CO

Technology
2.51K
+ 17.12%
$19.31 - $23.95 $48.5K - $60.2K
17.2K $366K
BRBR
Bellring Brands, Inc.

Consumer Defensive
83
+ 2.04%
$60.38 - $78.79 $5.01K - $6.54K
4.15K $312K
VLO
Valero Energy Corp

Energy
1.34K
+ 16.09%
$118.59 - $144.02 $159K - $193K
9.67K $1.19M
PM
Philip Morris International Inc.

Consumer Defensive
656
+ 3.67%
$118.38 - $133.06 $77.7K - $87.3K
18.5K $2.23M
XEL
Xcel Energy Inc

Utilities
711
+ 17.93%
$62.16 - $72.92 $44.2K - $51.8K
4.68K $315K
T
At&T Inc.

Communication Services
1.48K
+ 5.0%
$21.22 - $23.88 $31.3K - $35.2K
31K $705K
WST
West Pharmaceutical Services Inc

Healthcare
9
+ 0.47%
$285.69 - $344.0 $2.57K - $3.1K
1.94K $635K
ITUB
Itau Unibanco Holding S.A.

Financial Services
11.4K
New
$4.96 - $6.57 $56.6K - $75K
11.4K $56K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
246
+ 3.92%
$124.61 - $133.96 $30.7K - $33K
6.52K $839K
USB
Us Bancorp \De\

Financial Services
542
+ 5.11%
$43.98 - $53.66 $23.8K - $29.1K
11.1K $532K
TRV
Travelers Companies, Inc.

Financial Services
136
+ 7.89%
$225.97 - $266.66 $30.7K - $36.3K
1.86K $448K
FDS
Factset Research Systems Inc

Financial Services
22
+ 1.42%
$449.69 - $495.72 $9.89K - $10.9K
1.57K $755K
NICE
Nice Ltd.

Technology
280
+ 17.09%
$164.71 - $199.17 $46.1K - $55.8K
1.92K $325K
BP
Bp PLC

Energy
2.55K
+ 13.58%
$28.16 - $33.14 $71.9K - $84.6K
21.4K $631K
MCD
Mcdonalds Corp

Consumer Cyclical
405
+ 7.66%
$288.47 - $316.54 $117K - $128K
5.69K $1.65M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.26K
+ 337.31%
$25.93 - $105.3 $188K - $764K
9.41K $262K
GKOS
Glaukos Corp

Healthcare
8
+ 0.44%
$126.42 - $152.67 $1.01K - $1.22K
1.81K $271K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.55K
+ 16.67%
$31.23 - $33.51 $48.4K - $51.9K
10.9K $341K
SAIA
Saia Inc

Industrials
5
+ 0.31%
$411.44 - $569.08 $2.06K - $2.85K
1.61K $735K
HWM
Howmet Aerospace Inc.

Industrials
67
+ 2.85%
$99.72 - $120.09 $6.68K - $8.05K
2.42K $264K
ISRG
Intuitive Surgical Inc

Healthcare
26
+ 5.68%
$471.27 - $550.62 $12.3K - $14.3K
484 $252K
RPM
Rpm International Inc

Basic Materials
104
+ 1.64%
$120.09 - $140.26 $12.5K - $14.6K
6.46K $794K
PFBC
Preferred Bank

Financial Services
51
+ 1.52%
$78.18 - $96.73 $3.99K - $4.93K
3.4K $293K
AN
Autonation, Inc.

Consumer Cyclical
273
+ 11.85%
$155.47 - $182.16 $42.4K - $49.7K
2.58K $437K
HMC
Honda Motor CO LTD

Consumer Cyclical
2.63K
+ 16.72%
$23.7 - $32.62 $62.3K - $85.8K
18.4K $524K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
+ 0.17%
$180.39 - $205.43 $902 - $1.03K
2.87K $543K
TSCO
Tractor Supply CO

Consumer Cyclical
10.3K
+ 464.06%
$52.59 - $303.74 $540K - $3.12M
12.5K $662K
FIBK
First Interstate Bancsystem Inc

Financial Services
11
+ 0.11%
$29.32 - $35.47 $323 - $390
10.2K $329K
AWI
Armstrong World Industries Inc

Industrials
24
+ 1.64%
$133.26 - $162.01 $3.2K - $3.89K
1.49K $210K
NOG
Northern Oil & Gas, Inc.

Energy
26
+ 0.26%
$35.57 - $43.49 $925 - $1.13K
10.1K $376K
ETN
Eaton Corp PLC

Industrials
46
+ 1.56%
$326.96 - $377.52 $15K - $17.4K
3K $995K
SLAB
Silicon Laboratories Inc.

Technology
3
+ 0.17%
$98.4 - $131.12 $295 - $393
1.81K $224K
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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