Mount Yale Investment Advisors, LLC Sells in Q3 2025

Mount Yale Investment Advisors, LLC

  • $1.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-578K
- 82.83%
$202.38 - $256.87 $117M - $148M
120K $30.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-544K
- 98.05%
$55.15 - $58.11 $30M - $31.6M
10.8K $619K
IVV
Ishares Core S&P 500 ETF

ETFs
-43.2K
- 89.04%
$620.67 - $670.08 $26.8M - $28.9M
5.32K $3.56M
SPOT
Spotify Technology S.A.

Communication Services
-14.5K
- 93.73%
$620.01 - $738.53 $9M - $10.7M
972 $678K
GOOG
Alphabet Inc.

Communication Services
-56.7K
- 75.23%
$175.16 - $255.24 $9.93M - $14.5M
18.7K $4.55M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-49.2K
- 76.24%
$132.9 - $142.03 $6.53M - $6.98M
15.3K $2.16M
GOOGL
Alphabet Inc.

Communication Services
-54.6K
- 51.33%
$174.36 - $254.72 $9.53M - $13.9M
51.8K $12.6M
XLK
Technology Sector Spdr

ETFs
-24.6K
- 55.32%
$250.97 - $282.66 $6.17M - $6.95M
19.8K $5.59M
SE
Sea LTD

Consumer Cyclical
-33.2K
- 95.56%
$146.23 - $196.5 $4.86M - $6.53M
1.55K $276K
EFV
Msci Eafe Value ETF

ETFs
-83.3K
- 93.68%
$62.79 - $68.42 $5.23M - $5.7M
5.62K $381K
NXPI
Nxp Semiconductors N.V.

Technology
-19K
- 93.94%
$205.16 - $239.07 $3.91M - $4.55M
1.23K $279K
RE
Everest Re Group LTD

Financial Services
-10.9K
- 90.11%
N/A
1.19K $441K
UNH
Unitedhealth Group Inc

Healthcare
-13.5K
- 71.08%
$237.77 - $353.61 $3.2M - $4.76M
5.48K $1.89M
NOC
Northrop Grumman Corp

Industrials
-8.07K
- 91.18%
$498.9 - $609.32 $4.03M - $4.92M
781 $475K
NSC
Norfolk Southern Corp

Industrials
-15.4K
- 80.87%
$259.49 - $300.41 $4M - $4.63M
3.65K $1.1M
EFG
Msci Eafe Growth ETF

ETFs
-33.7K
- 89.06%
$106.99 - $114.46 $3.6M - $3.86M
4.14K $471K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-19.9K
- 55.14%
$224.68 - $282.71 $4.47M - $5.63M
16.2K $4.52M
IWM
Ishares Russell 2000 ETF

ETFs
-17K
- 78.65%
$214.92 - $244.84 $3.65M - $4.15M
4.61K $1.11M
SAP
Sap Se

Technology
-10.4K
- 56.42%
$252.42 - $311.93 $2.62M - $3.23M
8K $2.14M
PM
Philip Morris International Inc.

Consumer Defensive
-17.2K
- 61.6%
$157.77 - $183.27 $2.72M - $3.16M
10.7K $1.74M
ACN
Accenture PLC

Technology
-9.23K
- 59.65%
$232.56 - $304.78 $2.15M - $2.81M
6.24K $1.54M
APP
App Lovin Corp

Technology
-10.2K
- 88.3%
$335.1 - $718.54 $3.41M - $7.3M
1.35K $967K
TGT
Target Corp

Consumer Defensive
-30.2K
- 89.25%
$86.56 - $107.43 $2.62M - $3.25M
3.64K $326K
AMAT
Applied Materials Inc

Technology
-15.9K
- 77.6%
$156.25 - $204.95 $2.48M - $3.25M
4.58K $938K
C
Citigroup Inc

Financial Services
-34.6K
- 79.4%
$85.57 - $103.49 $2.96M - $3.59M
8.99K $912K
AON
Aon PLC

Financial Services
-7.57K
- 82.0%
$350.91 - $375.27 $2.66M - $2.84M
1.66K $592K
PPG
Ppg Industries Inc

Basic Materials
-23.3K
- 91.49%
$103.65 - $119.07 $2.41M - $2.77M
2.17K $227K
TSN
Tyson Foods, Inc.

Consumer Defensive
-47.5K
- 91.71%
$52.3 - $57.69 $2.48M - $2.74M
4.29K $232K
ASML
Asml Holding Nv

Technology
-3.27K
- 84.92%
$689.63 - $968.09 $2.26M - $3.17M
581 $562K
TMUS
T Mobile Us, Inc.

Communication Services
-10.6K
- 77.46%
$226.02 - $259.01 $2.4M - $2.75M
3.09K $739K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-14.1K
- 39.95%
$182.33 - $194.5 $2.57M - $2.74M
21.2K $4.13M
MELI
Mercadolibre Inc

Consumer Cyclical
-873
- 89.36%
$2292.04 - $2514.05 $2M - $2.19M
104 $243K
NKE
Nike, Inc.

Consumer Cyclical
-32K
- 72.06%
$69.24 - $79.24 $2.22M - $2.54M
12.4K $865K
DIS
Walt Disney CO

Communication Services
-14.3K
- 25.32%
$112.25 - $124.0 $1.6M - $1.77M
42.1K $4.82M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-349
- 81.92%
$5364.25 - $5815.92 $1.87M - $2.03M
77 $415K
OEF
Ishares S&P 100 ETF

ETFs
-7.01K
- 79.46%
N/A
1.81K $481K
SLV
I Shares Silver Trust

ETFs
-61.7K
- 75.37%
$32.73 - $42.5 $2.02M - $2.62M
20.2K $854K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.01K
- 33.25%
$546.99 - $602.2 $2.19M - $2.41M
8.04K $4.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.28K
- 17.33%
$459.11 - $506.91 $1.96M - $2.17M
20.4K $10.3M
URI
United Rentals, Inc.

Industrials
-2.38K
- 85.69%
$774.14 - $975.23 $1.84M - $2.32M
398 $379K
MRK
Merck & Co., Inc.

Healthcare
-23.9K
- 37.54%
$77.6 - $87.37 $1.85M - $2.09M
39.7K $3.33M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-19.6K
- 50.29%
$87.29 - $93.61 $1.71M - $1.83M
19.3K $1.8M
IYW
Ishares Dj Us Tech ETF

ETFs
-9.96K
- 79.51%
$171.38 - $197.01 $1.71M - $1.96M
2.57K $502K
XLY
Select Sector Spdr Consumer Di

ETFs
-8.2K
- 60.13%
$216.09 - $242.18 $1.77M - $1.99M
5.44K $1.3M
NFLX
Netflix Inc

Communication Services
-945
- 29.39%
$1147.87 - $1297.18 $1.08M - $1.23M
2.27K $2.72M
CRWD
Crowd Strike Holdings, Inc.

Technology
-2.93K
- 55.37%
$412.46 - $514.1 $1.21M - $1.51M
2.36K $1.16M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-13.4K
- 61.53%
$97.53 - $115.95 $1.31M - $1.56M
8.41K $840K
XLF
Financial Sector Spdr

ETFs
-29.1K
- 31.13%
$51.37 - $54.25 $1.5M - $1.58M
64.4K $3.47M
SCHW
Schwab Charles Corp

Financial Services
-16.4K
- 48.94%
$91.03 - $98.69 $1.49M - $1.62M
17.1K $1.63M
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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