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
EOG
Eog Resources Inc

Energy
140
+ 2.46%
$118.22 - $136.54 $16.6K - $19.1K
5.83K $715K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
3.78K
+ 23.95%
$13.09 - $17.44 $49.5K - $66K
19.6K $263K
TLRY
Tilray Brands, Inc.

Healthcare
11K
New
$1.16 - $1.77 $12.8K - $19.5K
11K $14K
TRP
Tc Energy Corp

Energy
739
+ 3.71%
$44.03 - $50.23 $32.5K - $37.1K
20.7K $961K
ESE
Esco Technologies Inc

Technology
10
+ 0.38%
$120.68 - $151.38 $1.21K - $1.51K
2.66K $353K
FAST
Fastenal CO

Industrials
107
+ 1.16%
$69.99 - $84.35 $7.49K - $9.03K
9.33K $670K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
400
+ 4.02%
$88.59 - $94.57 $35.4K - $37.8K
10.3K $918K
ADSK
Autodesk, Inc.

Technology
35
+ 1.91%
N/A
1.86K $458K
KGC
Kinross Gold Corp

Basic Materials
1.37K
+ 3.79%
$9.03 - $10.75 $12.4K - $14.8K
37.6K $348K
MMM
3 M CO

Industrials
569
+ 6.72%
$124.74 - $137.12 $71K - $78K
9.03K $1.17M
ACA
Arcosa, Inc.

Industrials
3
+ 0.1%
$91.1 - $111.57 $273 - $335
3.14K $303K
STAG
Stag Industrial, Inc.

Real Estate
1.37K
+ 17.34%
$33.22 - $39.1 $45.5K - $53.5K
9.26K $313K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
3.3K
+ 37.04%
$16.36 - $22.16 $54K - $73.1K
12.2K $203K
ICHR
Ichor Holdings, Ltd.

Technology
2
+ 0.03%
$26.83 - $35.4 $53.7 - $70.8
7.42K $239K
RDNT
Rad Net, Inc.

Healthcare
8
+ 0.24%
$64.99 - $86.38 $520 - $691
3.4K $237K
Kenvue Inc
11.6K
+ 50.65%
N/A
34.6K $0
Nebius Group N.V.
37.8K
New
N/A
37.8K $0
Corpay Inc
203
+ 11.67%
N/A
1.94K $0
Morgan Stanley ETF Trust
172K
New
N/A
172K $0
Ishares Ethereum Tr
8.42K
New
N/A
8.42K $0
CRH.L
Crh PLC

Basic Materials
58
+ 0.64%
N/A
9.06K $0
Crane Company
1
+ 0.02%
N/A
4.93K $0
Blackrock ETF Trust
479K
New
N/A
479K $0
Wns Hldgs LTD
805
+ 18.07%
N/A
5.26K $0
Linde PLC
440
+ 9.68%
N/A
4.98K $0
Talen Energy Corp
2.51K
+ 124.11%
N/A
4.54K $0
Jacobs Solutions Inc
24
+ 0.63%
N/A
3.81K $0
Smurfit Westrock PLC
8.26K
New
N/A
8.26K $0
Core Scientific Inc New
30K
New
N/A
30K $0
Ishares Bitcoin Trust ETF
6.83K
New
N/A
6.83K $0
LADR
Ladder Capital Corp

Real Estate
42
+ 0.24%
$10.95 - $11.99 $460 - $504
17.3K $193K
MMSI
Merit Medical Systems Inc

Healthcare
4
+ 0.13%
$93.76 - $105.52 $375 - $422
3.13K $303K
EHC
Encompass Health Corp

Healthcare
57
+ 2.06%
$92.35 - $103.77 $5.26K - $5.91K
2.82K $260K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
1.27K
+ 21.32%
$36.2 - $46.69 $46K - $59.4K
7.24K $262K
BKH
Black Hills Corp

Utilities
2
+ 0.05%
$57.6 - $64.66 $115 - $129
4.29K $250K
FIS
Fidelity National Information Services, Inc.

Technology
247
+ 2.33%
$80.14 - $90.95 $19.8K - $22.5K
10.8K $874K
IXC
Ishares Tr Global Energy ETF

ETFs
77
+ 0.78%
$36.95 - $43.06 $2.85K - $3.32K
9.93K $379K
FTV
Fortive Corp

Technology
47
+ 0.72%
$71.16 - $79.68 $3.34K - $3.74K
6.62K $496K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
122
+ 1.5%
$96.64 - $101.23 $11.8K - $12.4K
8.25K $799K
A
Agilent Technologies, Inc.

Healthcare
26
+ 1.35%
$125.69 - $146.56 $3.27K - $3.81K
1.96K $262K
CL
Colgate Palmolive CO

Consumer Defensive
173
+ 5.53%
$90.22 - $102.31 $15.6K - $17.7K
3.3K $299K
ALLE
Allegion PLC

Industrials
15
+ 0.84%
$130.63 - $153.36 $1.96K - $2.3K
1.8K $234K
LDOS
Leidos Holdings, Inc.

Technology
546
+ 10.04%
$143.17 - $201.39 $78.2K - $110K
5.98K $861K
IX
Orix Corp

Financial Services
129
+ 3.04%
$104.38 - $117.09 $13.5K - $15.1K
4.38K $464K
CMC
Commercial Metals CO

Basic Materials
12
+ 0.22%
$49.22 - $63.32 $591 - $760
5.46K $271K
SPXC
Spx Corp

Industrials
4
+ 0.17%
$143.2 - $181.56 $573 - $726
2.34K $339K
ARCB
Arcbest Corp

Industrials
18
+ 0.79%
$93.08 - $121.9 $1.68K - $2.19K
2.29K $213K
FCFS
First Cash Holdings, Inc.

Financial Services
3
+ 0.09%
$100.54 - $114.86 $302 - $345
3.31K $343K
EGP
Eastgroup Properties Inc

Real Estate
6
+ 0.38%
$158.74 - $185.14 $952 - $1.11K
1.61K $257K
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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