Mount Yale Investment Advisors, LLC New Holdings in Q1 2025

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
42.2K
New
$34.58 - $45.97 $1.46M - $1.94M
42.2K $1.92M
SIL
Global X Silver Miners ETF

ETFs
47.6K
New
$31.91 - $40.68 $1.52M - $1.94M
47.6K $1.88M
OEF
Ishares S&P 100 ETF

ETFs
4.9K
New
N/A
4.9K $1.3M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9.71K
New
$97.25 - $104.79 $944K - $1.02M
9.71K $1.01M
HEFA
Ishares Currency Hedged Msci E

ETFs
21.1K
New
$34.83 - $37.52 $735K - $791K
21.1K $765K
HLI
Houlihan Lokey, Inc.

Financial Services
3.83K
New
$154.43 - $187.4 $591K - $718K
3.83K $618K
ALL
Allstate Corp

Financial Services
2.93K
New
$180.99 - $210.18 $529K - $615K
2.93K $605K
LRN
Stride, Inc.

Consumer Defensive
4.6K
New
$106.34 - $142.28 $490K - $655K
4.6K $582K
GWRE
Guidewire Software, Inc.

Technology
3.09K
New
$166.74 - $218.22 $515K - $675K
3.09K $579K
GRMN
Garmin LTD

Technology
2.66K
New
$204.55 - $241.93 $545K - $644K
2.66K $578K
APO
Apollo Global Management, Inc.

Financial Services
3.59K
New
$126.01 - $172.06 $452K - $618K
3.59K $491K
MKTX
Marketaxess Holdings Inc

Financial Services
2.2K
New
$189.81 - $226.47 $417K - $498K
2.2K $475K
DDOG
Datadog, Inc.

Technology
3.95K
New
$98.68 - $151.89 $390K - $600K
3.95K $392K
OKE
Oneok Inc

Energy
3.51K
New
$89.57 - $109.85 $314K - $385K
3.51K $347K
CNC
Centene Corp

Healthcare
5.19K
New
$55.93 - $65.89 $290K - $342K
5.19K $314K
DLTR
Dollar Tree, Inc.

Consumer Defensive
4.04K
New
$61.92 - $76.95 $250K - $311K
4.04K $303K
SPSB
Spdr Portfolio Short Term Corp

ETFs
9.48K
New
$29.82 - $30.1 $283K - $285K
9.48K $285K
DGX
Quest Diagnostics Inc

Healthcare
2.04K
New
N/A
2.04K $279K
NET
Cloudflare, Inc.

Technology
2.45K
New
$110.71 - $176.5 $271K - $432K
2.45K $275K
KEX
Kirby Corp

Industrials
2.7K
New
$95.1 - $112.81 $257K - $305K
2.7K $272K
ONON
On Holding Ag

Consumer Cyclical
5.7K
New
$43.92 - $63.62 $250K - $362K
5.7K $250K
CVLT
Commvault Systems Inc

Technology
1.54K
New
$146.82 - $187.9 $226K - $289K
1.54K $242K
SIG
Signet Jewelers LTD

Consumer Cyclical
4.1K
New
$46.42 - $78.03 $190K - $320K
4.1K $238K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
866
New
$246.3 - $299.62 $213K - $259K
866 $226K
S
Sentinel One, Inc.

Technology
12.4K
New
$18.17 - $24.97 $226K - $311K
12.4K $226K
LOGI
Logitech International S.A.

Technology
2.66K
New
$81.64 - $105.06 $217K - $279K
2.66K $224K
KRYS
Krystal Biotech, Inc.

Healthcare
1.24K
New
$142.64 - $194.44 $177K - $241K
1.24K $223K
PINS
Pinterest, Inc.

Communication Services
7.16K
New
$29.79 - $40.0 $213K - $286K
7.16K $221K
TYL
Tyler Technologies Inc

Technology
380
New
$553.41 - $646.74 $210K - $246K
380 $220K
TROX
Tronox Holdings PLC

Basic Materials
30.9K
New
$6.82 - $10.37 $211K - $321K
30.9K $217K
THG
Hanover Insurance Group, Inc.

Financial Services
1.24K
New
$147.13 - $174.61 $182K - $217K
1.24K $215K
SR
Spire Inc

Utilities
2.75K
New
$65.62 - $78.25 $181K - $216K
2.75K $215K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
15.3K
New
$9.49 - $14.83 $146K - $227K
15.3K $208K
ESTA
Establishment Labs Holdings Inc.

Healthcare
5.06K
New
$28.51 - $47.28 $144K - $239K
5.06K $206K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.01K
New
$96.18 - $109.82 $193K - $221K
2.01K $205K
SIBN
Si Bone, Inc.

Healthcare
14.6K
New
$13.72 - $18.44 $200K - $269K
14.6K $204K
Tko Group Holdings Inc
1.68K
New
N/A
1.68K $0
Lam Research Corp
46.6K
New
N/A
46.6K $0
Arista Networks Inc
6.84K
New
N/A
6.84K $0
Primo Brands Corporation
10.8K
New
N/A
10.8K $0
Activity Summary
Buys All Purchases 239 New Holdings 41 Increased Positions 198 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 3 Puts 0
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