Mount Yale Investment Advisors, LLC Incresed Positions in Q3 2025

Mount Yale Investment Advisors, LLC

  • $1.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
88K
+ 6433.11%
$567.77 - $614.76 $50M - $54.1M
89.4K $54.7M
GLD
Spdr Gold Trust

ETFs
70.7K
+ 325.33%
$300.96 - $355.47 $21.3M - $25.1M
92.4K $32.8M
IEFA
Ishares Tr

ETFs
259K
+ 887.1%
$81.7 - $87.53 $21.2M - $22.7M
288K $25.2M
MSFT
Microsoft Corp

Technology
33.6K
+ 80.55%
$491.09 - $535.64 $16.5M - $18M
75.4K $39M
AVGO
Broadcom Inc.

Technology
45.7K
+ 148.68%
$264.74 - $369.57 $12.1M - $16.9M
76.4K $25.2M
EXR
Extra Space Storage Inc.

Real Estate
112K
+ 44449.41%
$134.36 - $152.88 $15.1M - $17.2M
113K $15.9M
NVDA
Nvidia Corp

Technology
70K
+ 79.21%
$153.3 - $186.58 $10.7M - $13.1M
158K $29.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
116K
+ 2446.11%
$97.75 - $100.75 $11.3M - $11.7M
121K $12.1M
VGLT
Vanguard Long Term Treasury Et

ETFs
202K
+ 1344506.62%
$54.21 - $57.41 $10.9M - $11.6M
202K $11.5M
LLY
Eli Lilly & CO

Healthcare
14.8K
+ 436.23%
$625.65 - $812.69 $9.26M - $12M
18.2K $13.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
118K
+ 88.21%
$62.09 - $66.51 $7.35M - $7.87M
252K $16.5M
JPM
Jpmorgan Chase & CO

Financial Services
20.1K
+ 56.01%
$282.78 - $316.06 $5.67M - $6.34M
55.9K $17.6M
ORCL
Oracle Corp

Technology
22.8K
+ 206.78%
$218.96 - $328.33 $4.98M - $7.47M
33.8K $9.5M
CVX
Chevron Corp

Energy
42.9K
+ 257.17%
$145.57 - $161.83 $6.24M - $6.94M
59.6K $9.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
50.7K
+ 135.91%
$108.46 - $120.63 $5.5M - $6.11M
87.9K $10.5M
OWL
Blue Owl Capital Inc.

Financial Services
367K
+ 5256.94%
$16.93 - $20.8 $6.22M - $7.64M
374K $6.34M
IEMG
Ishares Inc

ETFs
111K
+ 178.1%
N/A
173K $9.31M
VTV
Vanguard Value ETF

ETFs
29.5K
+ 1730.22%
$175.51 - $186.57 $5.17M - $5.5M
31.2K $5.82M
MCD
Mcdonalds Corp

Consumer Cyclical
17.8K
+ 336.01%
$291.67 - $316.99 $5.19M - $5.64M
23.1K $7.02M
JNJ
Johnson & Johnson

Healthcare
26.6K
+ 169.11%
$155.17 - $185.42 $4.12M - $4.93M
42.3K $7.84M
RDVY
First Trust Rising Dividend Ac

ETFs
75.4K
+ 115.2%
$62.38 - $67.29 $4.71M - $5.08M
141K $9.48M
VBR
Vanguard Small Cap Value ETF

ETFs
24K
+ 8287.24%
$195.41 - $212.37 $4.7M - $5.1M
24.3K $5.08M
META
Meta Platforms, Inc.

Communication Services
6.48K
+ 52.71%
$695.21 - $791.73 $4.5M - $5.13M
18.8K $13.8M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
20.4K
+ 4623.08%
$195.29 - $223.85 $3.99M - $4.57M
20.9K $4.64M
VEA
Vanguard Ftse Developed Market

ETFs
69.5K
+ 8307.17%
$56.02 - $60.3 $3.9M - $4.19M
70.4K $4.22M
RTX
Raytheon Technologies Corp

Industrials
23.3K
+ 3135.22%
$144.19 - $167.33 $3.36M - $3.9M
24.1K $4.03M
KMI
Kinder Morgan, Inc.

Energy
126K
+ 3931.1%
$26.23 - $28.5 $3.31M - $3.59M
129K $3.66M
WMT
Walmart Inc.

Consumer Defensive
33.8K
+ 320.15%
$94.4 - $104.27 $3.19M - $3.52M
44.3K $4.57M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
32.9K
+ 9416.33%
$101.12 - $106.18 $3.32M - $3.49M
33.2K $3.42M
MS
Morgan Stanley

Financial Services
19.2K
+ 274.26%
$139.09 - $161.16 $2.67M - $3.09M
26.2K $4.16M
GM
General Motors CO

Consumer Cyclical
51.2K
+ 17421.77%
$48.89 - $61.24 $2.5M - $3.14M
51.5K $3.14M
ABBV
Abb Vie Inc.

Healthcare
8.65K
+ 35.87%
$184.85 - $231.54 $1.6M - $2M
32.8K $7.59M
ADP
Automatic Data Processing Inc

Industrials
10.8K
+ 181.46%
$288.69 - $310.94 $3.12M - $3.37M
16.8K $4.93M
UNP
Union Pacific Corp

Industrials
12.9K
+ 2577.89%
$214.91 - $237.16 $2.78M - $3.07M
13.4K $3.18M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
21.1K
+ 3391.47%
$134.42 - $141.26 $2.83M - $2.98M
21.7K $3.06M
WMB
Williams Companies, Inc.

Energy
46.2K
+ 228.59%
$56.52 - $64.01 $2.61M - $2.96M
66.4K $4.21M
UBS
Ubs Group Ag

Financial Services
62.5K
+ 169.23%
$33.77 - $42.38 $2.11M - $2.65M
99.5K $4.08M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
29.4K
+ 447.5%
$92.18 - $95.14 $2.71M - $2.8M
36K $3.42M
IBM
International Business Machines Corp

Technology
10.5K
+ 57.93%
$234.77 - $292.47 $2.46M - $3.07M
28.6K $8.07M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
21.8K
+ 50.3%
$50.79 - $76.4 $1.11M - $1.67M
65.2K $4.98M
AEP
American Electric Power CO Inc

Utilities
23.2K
+ 2126.9%
$103.26 - $115.0 $2.4M - $2.67M
24.3K $2.74M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
26.2K
+ 14.53%
$62.54 - $68.42 $1.64M - $1.79M
207K $13.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
28.4K
+ 945000.0%
$85.01 - $90.35 $2.41M - $2.56M
28.4K $2.53M
EEM
Ishares Msci Emerging Markets

ETFs
44.7K
+ 232.28%
$48.07 - $53.4 $2.15M - $2.39M
64K $3.42M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
52.8K
+ 44410.92%
$46.51 - $50.07 $2.46M - $2.65M
53K $2.49M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
47.1K
+ 2114.61%
$50.53 - $50.82 $2.38M - $2.39M
49.3K $2.5M
XEL
Xcel Energy Inc

Utilities
28.6K
+ 467.9%
$67.56 - $80.65 $1.94M - $2.31M
34.8K $2.8M
TXN
Texas Instruments Inc

Technology
11.6K
+ 5412.62%
N/A
11.8K $2.3M
JPIE
J P Morgan Exchange Traded Fd
47.1K
+ 15.19%
$46.01 - $46.55 $2.17M - $2.19M
357K $16.6M
Activity Summary
Buys All Purchases 508 New Holdings 191 Increased Positions 317 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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