Mount Yale Investment Advisors, LLC Sells in Q4 2024

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
-528
- 4.46%
$60.63 - $70.23 $32K - $37.1K
11.3K $710K
CASY
Caseys General Stores Inc

Consumer Cyclical
-300
- 12.69%
$366.65 - $427.88 $110K - $128K
2.06K $817K
PIPR
Piper Sandler Companies

Financial Services
-326
- 19.15%
$280.53 - $348.81 $91.5K - $114K
1.38K $412K
EMB
Ishares Tr

ETFs
-399
- 5.89%
$88.94 - $93.46 $35.5K - $37.3K
6.37K $567K
HLMN
Hillman Solutions Corp.

Industrials
-4.2K
- 14.82%
$9.66 - $11.54 $40.6K - $48.5K
24.1K $235K
YUM
Yum Brands Inc

Consumer Cyclical
-360
- 14.72%
$130.36 - $139.54 $46.9K - $50.2K
2.09K $279K
ED
Consolidated Edison Inc

Utilities
-73
- 2.15%
$88.87 - $107.38 $6.49K - $7.84K
3.32K $296K
CHKP
Check Point Software Technologies LTD

Technology
-144
- 2.92%
$170.18 - $209.01 $24.5K - $30.1K
4.79K $894K
SPSC
Sps Commerce Inc

Technology
-41
- 0.93%
$165.0 - $198.81 $6.77K - $8.15K
4.36K $801K
ICE
Intercontinental Exchange, Inc.

Financial Services
-159
- 6.77%
$148.29 - $166.93 $23.6K - $26.5K
2.19K $326K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-871
- 14.31%
$50.62 - $50.97 $44.1K - $44.4K
5.22K $264K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-52
- 9.76%
$1146.59 - $1270.6 $59.6K - $66.1K
481 $570K
SHOO
Steven Madden, Ltd.

Consumer Cyclical
-1
- 0.02%
$41.59 - $49.7 $41.6 - $49.7
6.27K $266K
HOMB
Home Bancshares Inc

Financial Services
-1.87K
- 16.73%
$26.0 - $32.09 $48.7K - $60.1K
9.32K $263K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.5K
- 11.72%
$22.39 - $23.45 $33.6K - $35.2K
11.3K $260K
EVR
Evercore Inc.

Financial Services
-315
- 14.75%
$247.66 - $315.67 $78K - $99.4K
1.82K $504K
TMUS
T Mobile Us, Inc.

Communication Services
-1.15K
- 7.6%
$206.1 - $246.94 $238K - $285K
14K $3.09M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-121
- 1.06%
$26.79 - $30.35 $3.24K - $3.67K
11.3K $307K
NVT
N Vent Electric PLC

Industrials
-126
- 1.24%
$67.69 - $79.19 $8.53K - $9.98K
10.1K $685K
CTSH
Cognizant Technology Solutions Corp

Technology
-371
- 8.96%
$74.37 - $82.32 $27.6K - $30.5K
3.77K $289K
BNTX
Bio N Tech Se

Healthcare
-172
- 8.39%
$99.72 - $122.68 $17.2K - $21.1K
1.88K $214K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-586
- 10.16%
$48.59 - $49.45 $28.5K - $29K
5.18K $254K
LECO
Lincoln Electric Holdings Inc

Industrials
-79
- 3.05%
$187.47 - $219.94 $14.8K - $17.4K
2.51K $470K
ROP
Roper Technologies Inc

Industrials
-12
- 2.4%
$519.85 - $575.95 $6.24K - $6.91K
488 $253K
BAC
Bank Of America Corp

Financial Services
-1.13K
- 18.9%
$39.22 - $47.77 $44.2K - $53.8K
4.83K $212K
INSM
Insmed Inc

Healthcare
-118
- 3.32%
$66.29 - $76.63 $7.82K - $9.04K
3.43K $237K
TIP
Ishares Tr Tips Bd ETF

ETFs
-49
- 1.14%
$106.33 - $110.69 $5.21K - $5.42K
4.24K $451K
SHAK
Shake Shack Inc.

Consumer Cyclical
-775
- 25.93%
$101.73 - $138.76 $78.8K - $108K
2.21K $287K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-157
- 2.77%
$81.68 - $82.93 $12.8K - $13K
5.51K $452K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-46
- 10.15%
$473.11 - $555.48 $21.8K - $25.6K
407 $204K
CBOE
Cboe Global Markets, Inc.

Financial Services
-42
- 3.18%
$191.61 - $217.84 $8.05K - $9.15K
1.28K $250K
WTS
Watts Water Technologies Inc

Industrials
-13
- 0.37%
$190.59 - $221.46 $2.48K - $2.88K
3.49K $709K
JNPR
Juniper Networks Inc

Technology
-197
- 3.51%
$35.08 - $39.26 $6.91K - $7.73K
5.42K $202K
AZO
Autozone Inc

Consumer Cyclical
-10
- 3.02%
$2981.19 - $3370.27 $29.8K - $33.7K
321 $1.03M
BRO
Brown & Brown, Inc.

Financial Services
-16
- 0.19%
$100.93 - $113.42 $1.61K - $1.81K
8.4K $856K
EA
Electronic Arts Inc.

Communication Services
-195
- 4.03%
$140.69 - $167.97 $27.4K - $32.8K
4.64K $679K
HUBB
Hubbell Inc

Industrials
-21
- 3.0%
$418.89 - $472.12 $8.8K - $9.91K
679 $284K
WM
Waste Management Inc

Industrials
-25
- 1.6%
$201.79 - $228.46 $5.04K - $5.71K
1.54K $310K
WAT
Waters Corp

Healthcare
-80
- 6.17%
$323.11 - $392.01 $25.8K - $31.4K
1.22K $451K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-194
- 0.26%
$61.68 - $67.87 $12K - $13.2K
74.3K $4.63M
INTU
Intuit Inc

Technology
-27
- 2.77%
$602.01 - $706.25 $16.3K - $19.1K
946 $594K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-1.76K
- 14.23%
$22.72 - $28.29 $40K - $49.8K
10.6K $279K
INFY
Infosys LTD

Technology
-157
- 1.24%
$20.71 - $23.42 $3.25K - $3.68K
12.5K $274K
CHD
Church & Dwight CO Inc

Consumer Defensive
-75
- 0.87%
$99.11 - $112.25 $7.43K - $8.42K
8.51K $891K
RSG
Republic Services, Inc.

Industrials
-34
- 2.98%
$198.0 - $218.75 $6.73K - $7.44K
1.11K $222K
ONB
Old National Bancorp

Financial Services
-3.9K
- 15.12%
$17.94 - $23.23 $70K - $90.6K
21.9K $475K
HDB
Hdfc Bank LTD

Financial Services
-219
- 3.44%
$59.45 - $68.01 $13K - $14.9K
6.15K $392K
CCJ
Cameco Corp

Energy
-873
- 7.52%
$48.64 - $61.14 $42.5K - $53.4K
10.7K $551K
ABC
Amerisourcebergen Corp

Healthcare
-4
- 0.09%
N/A
4.54K $840K
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
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