Mount Yale Investment Advisors, LLC Reduced Holdings in Q1 2025

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
-213
- 11.35%
$636.62 - $777.63 $136K - $166K
1.66K $1.13M
HMC
Honda Motor CO LTD

Consumer Cyclical
-862
- 4.7%
$26.9 - $30.41 $23.2K - $26.2K
17.5K $474K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-13
- 0.09%
$75.47 - $84.24 $981 - $1.1K
13.8K $1.06M
A
Agilent Technologies, Inc.

Healthcare
-112
- 5.73%
$116.69 - $152.6 $13.1K - $17.1K
1.84K $215K
EW
Edwards Lifesciences Corp

Healthcare
-472
- 5.51%
$67.95 - $76.19 $32.1K - $36K
8.09K $586K
T
At&T Inc.

Communication Services
-7.69K
- 24.83%
$21.56 - $28.28 $166K - $217K
23.3K $658K
MTD
Mettler Toledo International Inc

Healthcare
-25
- 6.33%
$1177.09 - $1390.0 $29.4K - $34.8K
370 $436K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-5.6K
- 28.62%
$12.68 - $17.71 $71K - $99.2K
14K $219K
PAR
Par Technology Corp

Technology
-2
- 0.05%
$58.73 - $76.0 $117 - $152
3.93K $241K
CB
Chubb LTD

Financial Services
-296
- 16.44%
$257.71 - $301.99 $76.3K - $89.4K
1.5K $454K
ICE
Intercontinental Exchange, Inc.

Financial Services
-543
- 24.78%
$142.8 - $176.36 $77.5K - $95.8K
1.65K $284K
NFLX
Netflix Inc

Communication Services
-246
- 5.38%
$828.4 - $1058.6 $204K - $260K
4.33K $4.04M
CDW
Cdw Corp

Technology
-67
- 3.0%
$160.26 - $206.13 $10.7K - $13.8K
2.17K $347K
SBUX
Starbucks Corp

Consumer Cyclical
-850
- 13.3%
$91.75 - $115.81 $78K - $98.4K
5.54K $543K
MTDR
Matador Resources CO

Energy
-100
- 1.58%
$44.79 - $63.77 $4.48K - $6.38K
6.22K $317K
MET
Metlife Inc

Financial Services
-266
- 2.54%
$77.7 - $87.0 $20.7K - $23.1K
10.2K $821K
SAP
Sap Se

Technology
-1.5K
- 9.14%
$241.4 - $293.69 $361K - $439K
14.9K $3.99M
SRLN
Ssga Active Trust

ETFs
-730
- 6.63%
$41.02 - $41.99 $29.9K - $30.7K
10.3K $422K
WAT
Waters Corp

Healthcare
-91
- 7.48%
$362.16 - $417.28 $33K - $38K
1.13K $415K
VZ
Verizon Communications Inc

Communication Services
-1.82K
- 20.75%
$37.81 - $46.49 $68.7K - $84.4K
6.93K $314K
AVNT
Avient Corp

Basic Materials
-186
- 2.51%
$36.91 - $44.21 $6.87K - $8.22K
7.21K $268K
XLP
Consumer Staples Sector Spdr

ETFs
-414
- 2.01%
N/A
20.2K $1.54M
BYD
Boyd Gaming Corp

Consumer Cyclical
-49
- 1.13%
$65.83 - $79.52 $3.23K - $3.9K
4.27K $281K
CPNG
Coupang, Inc.

Consumer Cyclical
-1.31K
- 1.94%
$21.34 - $25.52 $27.9K - $33.4K
66K $1.45M
AIT
Applied Industrial Technologies Inc

Industrials
-13
- 0.63%
$218.93 - $269.18 $2.85K - $3.5K
2.06K $463K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
-11
- 0.15%
$30.79 - $38.48 $339 - $423
7.23K $230K
WIT
Wipro LTD

Technology
-1.61K
- 3.03%
$3.0 - $3.77 $4.83K - $6.07K
51.6K $157K
HQY
Healthequity, Inc.

Healthcare
-47
- 1.36%
$84.32 - $114.51 $3.96K - $5.38K
3.41K $301K
XLB
Select Sector Spdr Fd Material

ETFs
-378
- 5.5%
$83.19 - $90.99 $31.4K - $34.4K
6.49K $552K
AN
Autonation, Inc.

Consumer Cyclical
-30
- 1.16%
$156.67 - $195.15 $4.7K - $5.85K
2.55K $412K
CMC
Commercial Metals CO

Basic Materials
-65
- 1.19%
$43.22 - $53.05 $2.81K - $3.45K
5.4K $248K
BANR
Banner Corp

Financial Services
-97
- 1.72%
$62.19 - $71.35 $6.03K - $6.92K
5.53K $352K
HDB
Hdfc Bank LTD

Financial Services
-571
- 9.28%
$58.06 - $66.85 $33.2K - $38.2K
5.58K $370K
FISV
Fiserv Inc

Technology
-177
- 4.29%
N/A
3.95K $494K
NPO
Enpro Industries, Inc

Industrials
-11
- 0.6%
$161.21 - $207.46 $1.77K - $2.28K
1.81K $293K
ADSK
Autodesk, Inc.

Technology
-77
- 4.13%
N/A
1.79K $439K
V
Visa Inc.

Financial Services
-1.36K
- 10.2%
$306.92 - $362.71 $416K - $492K
11.9K $4.18M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-46
- 1.2%
$59.79 - $67.15 $2.75K - $3.09K
3.8K $230K
PFBC
Preferred Bank

Financial Services
-40
- 1.18%
$81.03 - $93.15 $3.24K - $3.73K
3.36K $281K
VIG
Vanguard Dividend Appreciation

ETFs
-63
- 2.86%
N/A
2.14K $390K
CUBE
Cube Smart

Real Estate
-158
- 0.69%
$40.23 - $43.23 $6.36K - $6.83K
22.7K $967K
ACGL
Arch Capital Group Ltd.

Financial Services
-858
- 4.49%
$88.13 - $96.94 $75.6K - $83.2K
18.3K $1.76M
NSC
Norfolk Southern Corp

Industrials
-213
- 1.08%
$227.69 - $259.76 $48.5K - $55.3K
19.5K $4.62M
ABC
Amerisourcebergen Corp

Healthcare
-43
- 0.95%
N/A
4.5K $832K
XEL
Xcel Energy Inc

Utilities
-321
- 6.86%
$63.37 - $72.1 $20.3K - $23.1K
4.36K $308K
HWM
Howmet Aerospace Inc.

Industrials
-439
- 18.13%
$110.79 - $139.39 $48.6K - $61.2K
1.98K $257K
TSN
Tyson Foods, Inc.

Consumer Defensive
-5.95K
- 10.15%
$54.27 - $63.81 $323K - $380K
52.7K $3.36M
BRO
Brown & Brown, Inc.

Financial Services
-1.56K
- 18.51%
$100.54 - $124.4 $156K - $193K
6.84K $851K
GD
General Dynamics Corp

Industrials
-90
- 3.69%
$241.94 - $272.58 $21.8K - $24.5K
2.35K $640K
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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