Mount Yale Investment Advisors, LLC New Holdings in Q4 2024

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.37M
New
$51.09 - $55.27 $69.8M - $75.5M
1.37M $69.9M
SPYG
Spdr Portfolio

ETFs
602K
New
$81.74 - $91.38 $49.2M - $55M
602K $52.9M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
241K
New
$154.42 - $163.91 $37.2M - $39.5M
241K $37.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
547K
New
$56.06 - $61.35 $30.7M - $33.6M
547K $30.9M
DAL
Delta Air Lines, Inc.

Industrials
59.4K
New
$47.46 - $65.77 $2.82M - $3.91M
59.4K $3.59M
LRCX
Lam Research Corp

Technology
49.6K
New
$70.05 - $814.09 $3.47M - $40.3M
49.6K $3.58M
UHS
Universal Health Services Inc

Healthcare
13.2K
New
$175.8 - $236.9 $2.32M - $3.12M
13.2K $2.36M
IWD
Ishares Russell 1000 Val ETF

ETFs
9.05K
New
$183.23 - $199.79 $1.66M - $1.81M
9.05K $1.68M
IJK
Ishares S&P Midcap 400 Growth

ETFs
17.2K
New
$90.66 - $99.46 $1.56M - $1.71M
17.2K $1.56M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
25.3K
New
$52.1 - $57.26 $1.32M - $1.45M
25.3K $1.32M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.79K
New
$201.32 - $217.44 $1.17M - $1.26M
5.79K $1.2M
UAL
United Airlines Holdings, Inc.

Industrials
11.1K
New
$55.62 - $102.44 $619K - $1.14M
11.1K $1.08M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
17.1K
New
$55.73 - $66.16 $954K - $1.13M
17.1K $1.03M
BCS
Barclays PLC

Financial Services
75.5K
New
$11.65 - $13.67 $880K - $1.03M
75.5K $1M
ACWI
Ishares Msci Acwi ETF

ETFs
8.27K
New
$117.05 - $123.03 $968K - $1.02M
8.27K $971K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
8.61K
New
$87.56 - $119.8 $754K - $1.03M
8.61K $944K
VEU
Vanguard Ftse All World Ex Us

ETFs
14.5K
New
$57.29 - $63.1 $832K - $916K
14.5K $833K
MDLZ
Mondelez International, Inc.

Consumer Defensive
12.5K
New
$59.25 - $72.99 $742K - $914K
12.5K $748K
VONG
Vanguard Russell 1000 Growth E

ETFs
7.03K
New
$95.27 - $107.82 $669K - $757K
7.03K $725K
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
CAT
Caterpillar Inc

Industrials
1.93K
New
$360.37 - $416.88 $697K - $806K
1.93K $701K
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
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
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
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
10.8K
New
$40.84 - $42.74 $441K - $461K
10.8K $441K
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
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
IYY
Ishares Tr

ETFs
2.57K
New
$138.14 - $149.13 $354K - $383K
2.57K $367K
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
ZD
Ziff Davis, Inc.

Communication Services
5.86K
New
$43.77 - $59.99 $256K - $351K
5.86K $318K
IAU
Ishares Gold Trust

ETFs
6.23K
New
$48.37 - $52.65 $301K - $328K
6.23K $308K
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
ITRI
Itron, Inc.

Technology
2.63K
New
$101.26 - $124.45 $267K - $328K
2.63K $285K
PAR
Par Technology Corp

Technology
3.93K
New
$49.67 - $81.14 $195K - $319K
3.93K $285K
GRAB
Grab Holdings LTD

Technology
55.4K
New
$3.6 - $5.67 $200K - $314K
55.4K $261K
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
HOOD
Robinhood Markets, Inc.

Technology
6.38K
New
$22.33 - $43.2 $142K - $276K
6.38K $237K
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
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email